PRESERVATION INC

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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

2021

Legal Domicile

Principal Officer

ANTHONY LIBRI

Phone

2178367669

Tax Period

2023-01-01 to 2023-12-31

PRESERVATION INC, founded in 2021, is a small nonprofit in the Community Improvement sector that reported $294K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $55K, a strong 19% operating margin.

Mission

TO STRENGTHEN THE COMMUNITY BY RESTORING STRUCTURES OF SIGNIFICANCE, AND USING THOSE FACILITIES TO ENHANCE LEARNING AND SOCIAL OPPORTUNITIES FOR FUTURE GENERATIONS.

Program Service Accomplishments

Program 1

Expenses: $220,549 Revenue: $10,332

OPERATION AND MAINTENANCE OF THE HISTORIC CONSERVATORY ON THE FORMER URSULINE ACADEMY CAMPUS IN SPRINGFIELD, ILLINOIS. NEIGHBORING PROPERTY OWNERS PAY THE ORGANIZATION FOR LANDSCAPING AND GROUNDS...

OPERATION AND MAINTENANCE OF THE HISTORIC CONSERVATORY ON THE FORMER URSULINE ACADEMY CAMPUS IN SPRINGFIELD, ILLINOIS. NEIGHBORING PROPERTY OWNERS PAY THE ORGANIZATION FOR LANDSCAPING AND GROUNDS UPKEEP.BUILDING AND PROPERTY UPKEEP EXPENSES INCLUDE UTILITIES, REPAIRS, MAINTENANCE, INSURANCE, CONTRACT LABOR, AND LANDSCAPING.

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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 (2023)

Revenue Breakdown

Contributions & Grants $281,931

Program Service Revenue $10,332

Investment Income $1,467

Other Revenue $0

TOTAL REVENUE $293,730

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $220,549

Other Expenses $239,171

TOTAL EXPENSES $239,171

Year-over-Year Comparison

	2023	2022	Change
Revenue	$293,730	$267,792	+0.1%
Expenses	$239,171	$72,645	+2.3%
Net Income	$54,559	$195,147	-0.7%

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

N/A

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
ANTHONY LIBRI	PRESIDENT/EXECUTIVE DIRECT	10.00	Officer Director	$0	$0	$0
BRIAN BREWER	TREASURER	2.00	Officer Director	$0	$0	$0
ANN LIBRI	DIRECTOR	1.00	Director	$0	$0	$0
BRAD MILLS	DIRECTOR	1.00	Director	$0	$0	$0
SARAH JONES	SECRETARY	2.00	Officer 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	No data	No data	No data	No data
2023	$293,730	$239,171	$258,316	$54,559
2022	$267,792	$72,645	$203,293	$195,147