WASHINGTON TRUST FOR HISTORIC PRESERVATION (EIN 910983680) - Form 990 Financial Analysis & Trantor Score

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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

1975

Legal Domicile

Principal Officer

CHRIS MOORE

Phone

2066249449

Tax Period

2023-01-01 to 2023-12-31

WASHINGTON TRUST FOR HISTORIC PRESERVATION, founded in 1975, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.9M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $1.7M left a modest 11% surplus.

Mission

THE WASHINGTON TRUST FOR HISTORIC PRESERVATION IS A NONPROFIT ORGANIZATION DEDICATED TO SAVING THE PLACES THAT MATTER IN WASHINGTON STATE AND TO PROMOTING SUSTAINABLE AND ECONOMICALLY VIABLE COMMUNITIES THROUGH HISTORIC PRESERVATION.

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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 $1,540,541

Program Service Revenue $339,760

Investment Income $31,336

Other Revenue $-29,197

TOTAL REVENUE $1,882,440

Expense Breakdown

Grants Paid $0

Salaries & Benefits $968,774

Fundraising Expenses $101,617

Program Expenses $1,386,600

Other Expenses $706,637

TOTAL EXPENSES $1,675,411

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,882,440	$1,684,571	+0.1%
Expenses	$1,675,411	$1,431,158	+0.2%
Net Income	$207,029	$253,413	-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

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

$119,773

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETSY GODLEWSKI	PRESIDENT	5.00	Officer Director	$0	$0	$0
MATT INPANBUTR	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
CLAUDIA KIYAMA	SECRETARY	5.00	Officer Director	$0	$0	$0
NANCY OUSLEY	TREASURER	5.00	Officer Director	$0	$0	$0
JAN BADER	DIRECTOR	2.00	Director	$0	$0	$0
LOGAN CAMPOREALE	DIRECTOR	2.00	Director	$0	$0	$0
GIDEON CAUFMANN	DIRECTOR	2.00	Director	$0	$0	$0
HORACE FOXALL	DIRECTOR	2.00	Director	$0	$0	$0
EDNA FUND	DIRECTOR	2.00	Director	$0	$0	$0
FRED GOLDBERG	DIRECTOR	2.00	Director	$0	$0	$0
PATRICK HANLEY	DIRECTOR	2.00	Director	$0	$0	$0
ZANE KANYER	DIRECTOR	2.00	Director	$0	$0	$0
PAUL MANN	DIRECTOR	2.00	Director	$0	$0	$0
MARSHALL MCCLINTOCK	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH MCGREE	DIRECTOR	2.00	Director	$0	$0	$0
JEFF MURDOCK	DIRECTOR	2.00	Director	$0	$0	$0
ANNEKA OLSON	DIRECTOR	2.00	Director	$0	$0	$0
RAYMOND RAST	DIRECTOR	2.00	Director	$0	$0	$0
ZOE SCUDERI	DIRECTOR	2.00	Director	$0	$0	$0
STEVE STROMING	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL SULLIVAN	DIRECTOR	2.00	Director	$0	$0	$0
STEPHANE TOOTHMAN	DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN WAITE	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL WALKER	DIRECTOR	2.00	Director	$0	$0	$0
CONNIE WALKER GRAY	DIRECTOR	2.00	Director	$0	$0	$0
BRYAN ZAGERS	DIRECTOR	2.00	Director	$0	$0	$0
ANDREW ZELLERS	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS MOORE	EXECUTIVE DIRECTOR	40.00	Officer	$110,014	$9,759	$119,773

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	No data	No data	No data	No data
2023	$1,882,440	$1,675,411	$3,337,144	$207,029
2023	$1,882,440	$1,675,411	$3,337,144	$207,029
2022	$1,684,571	$1,431,158	$3,133,792	$253,413
2021	$1,738,870	$1,111,464	$3,069,845	$627,406
2020	$1,057,106	$871,812	$2,551,719	$185,294
2019	$918,870	$698,135	$2,286,795	$220,735
2018	$912,533	$761,925	$2,075,273	$150,608

WASHINGTON TRUST FOR HISTORIC PRESERVATION