LEGACY PRESERVATION ENTERPRISE

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2020

Legal Domicile

Principal Officer

STEPHEN FORD

Phone

6157146254

Tax Period

2024-01-01 to 2024-12-31

LEGACY PRESERVATION ENTERPRISE, founded in 2020, is a small nonprofit in the Arts, Culture & Humanities sector that reported $162K in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $89K, a strong 55% operating margin.

Mission

THE PURPOSE AND MISSION OF LEGACY PRESERVATION ENTERPRISE IS TO PROVIDE FOR THE RESTORATION,PRESERVATION, AND MAINTENANCE OF HISTORICAL ARTIFACTS, BUILDINGS, AND STRUCTURES IN SOUTHEASTERN MISSOURI; TO PROVIDE FOR THE PRESERVATION AND MAINTENANCE OF THE HISTORY OF SOUTHEASTERN MISSOURI; AND TO PROVIDE FOR THE DEVELOPMENT, PRESERVATION, AND MAINTENANCE OF GARDENS, NATURE PRESERVES, AND/OR CONSERVANCIES OR CONSERVATORIES.

Program Service Accomplishments

Program 1

Expenses: $70,498 Revenue: $153,796

RESTORATION OF FRIZEL-WELLING HOUSE TOWARD GOAL OF OPENING MUSEUM; COMPLETED MOST FOUNDATION RESTORATION WORK, REBUILDING OF FIREPLACES, REPLACEMENT OF OAK SILL BEAMS, PRESERVATION OF ARTIFACTS...

RESTORATION OF FRIZEL-WELLING HOUSE TOWARD GOAL OF OPENING MUSEUM; COMPLETED MOST FOUNDATION RESTORATION WORK, REBUILDING OF FIREPLACES, REPLACEMENT OF OAK SILL BEAMS, PRESERVATION OF ARTIFACTS. RESTORATION OF ABRAHAM BYRD HOUSE AND GROUNDS; MOST RESTORATION COMPLETE WITH EXCEPTION OF WINDOW REPLACEMENT AND ESTABLISHING LANDSCAPING AND GARDENS. CONDUCTED INITIAL ARCHAEOLOGICAL SURVEY.TAYLOR TWINS MEMORIAL GARDEN WHICH IS PLANTED WITH ALL NATIVE PLANTS. HELD GARDEN TOURS AT JACKSON IN BLOOM. HELD EDUCATIONAL GARDEN TOURS AND MAINTENANCEWITH ELEMENTARY SCHOOL CHILDREN.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $153,796

Program Service Revenue $0

Investment Income $7,852

Other Revenue $0

TOTAL REVENUE $161,648

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,498

Other Expenses $72,678

TOTAL EXPENSES $72,678

Year-over-Year Comparison

	2024	2023	Change
Revenue	$161,648	$123,902	+0.3%
Expenses	$72,678	$14,033	+4.2%
Net Income	$88,970	$109,869	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN W FORD	DIRECTOR	5.00	Director	$0	$0	$0
ALISON T FORD	DIRECTOR	5.00	Director	$0	$0	$0
ERIC VENABLE	DIRECTOR	5.00	Director	$0	$0	$0
BOB SCHOOLEY	DIRECTOR	5.00	Director	$0	$0	$0
STEPHEN FORD	PRESIDENT	5.00	Officer	$0	$0	$0
EMILY FORD	TREASURER	5.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$161,648	$72,678	$935,161	$88,970
2023	$123,902	$14,033	$846,191	$109,869
2022	$202,008	$5,613	$736,322	$196,395
2021	$417,000	$5,512	$539,927	$411,488