SRBA HISTORIC BUILDING AND ENVIRON… - Form 990 Financial Data

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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

LESLIE GROSVENOR

Phone

4018471900

Tax Period

2024-01-01 to 2024-12-31

SRBA HISTORIC BUILDING AND ENVIRONMENTAL PRESERVATION FOUNDATION, founded in 2020, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.2M in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year.

Mission

THE PRESERVATION & MAINTENANCE OF HISTORIC BUILDINGS AND CONSERVATION OF ENVIRONMENTALLY SENSITIVE LAND SURROUNDING HISTORIC BUILDINGS.

Program Service Accomplishments

Program 1

Expenses: $1,159,758 Revenue: $0

THE GRANT WAS PAID TO SPOUTING ROCK BEACH CLUB FOR THE RESTORATION OF THE MAIN CLUBHOUSE WHICH IS LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES.

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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 $1,175,815

Program Service Revenue $0

Investment Income $26,430

Other Revenue $0

TOTAL REVENUE $1,202,245

Expense Breakdown

Grants Paid $1,159,501

Salaries & Benefits $0

Fundraising Expenses $2,772

Program Expenses $1,159,758

Other Expenses $29,953

TOTAL EXPENSES $1,189,454

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,202,245	$1,486,266	-0.2%
Expenses	$1,189,454	$720,081	+0.7%
Net Income	$12,791	$766,185	-1.0%

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
LESLIE GROSVENOR	PRESIDENT	1.00	Officer Director	$0	$0	$0
ELENA T KISSEL	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
THOMAS BORDEN	TREASURER	1.00	Officer Director	$0	$0	$0
RICHARD C YOUNGKEN	SECRETARY	1.00	Officer Director	$0	$0	$0
LESLIE B JONES	TRUSTEE	1.00	Director	$0	$0	$0
CLIFFORD RENSHAW	TRUSTEE	1.00	Director	$0	$0	$0
KAITY RYAN	TRUSTEE	1.00	Director	$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	$1,202,245	$1,189,454	$1,182,027	$12,791
2023	$1,486,266	$720,081	$1,165,142	$766,185
2022	$365,990	$5,324	$475,849	$360,666

SRBA HISTORIC BUILDING AND ENVIRONMENTAL PRESERVATION FOUNDATION