Tucson Presidio Trust For Historic Preservation (EIN 860687426) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

W Mark Clark

Phone

5206220594

Tax Period

2023-07-01 to 2024-06-30

Tucson Presidio Trust For Historic Preservation, founded in 1994, is a small nonprofit that reported $429K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $409K left a modest 5% surplus.

Mission

The mission of the Presidio San Agustin del Tucson Trust is to promote, preserve and interpret the origins and history of Tucson

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $282,669

Program Service Revenue $121,966

Investment Income $108

Other Revenue $24,010

TOTAL REVENUE $428,753

Expense Breakdown

Grants Paid $0

Salaries & Benefits $231,902

Fundraising Expenses $0

Program Expenses $408,878

Other Expenses $171,029

TOTAL EXPENSES $408,878

Year-over-Year Comparison

	2023	2022	Change
Revenue	$428,753	$373,555	+0.1%
Expenses	$408,878	$368,001	+0.1%
Net Income	$19,875	$5,554	+2.6%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

Volunteers

200

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
W Mark Clark	President	10.00	Officer Director	$0	$0	$0
J Homer Thiel	Vice President	5.00	Officer Director	$0	$0	$0
John F Bird	Treasurer/Secretary	20.00	Officer Director	$0	$0	$0
Jayne Adams	Director	5.00	Director	$0	$0	$0
John Angiulo	Director	5.00	Director	$0	$0	$0
Jean Baxter	Director	5.00	Director	$0	$0	$0
Yvonne Carrasco Clay	Director	5.00	Director	$0	$0	$0
Rick Collins	Director	5.00	Director	$0	$0	$0
Larry Lucero	Director	5.00	Director	$0	$0	$0
Mauro Trejo IV	Director	5.00	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
2025	No data	No data	No data	No data
2024	$428,753	$408,878	No data	$19,875
2023	$373,555	$368,001	No data	$5,554
2022	$274,412	$274,077	No data	$335

Tucson Presidio Trust For Historic Preservation