CALIFORNIA PRESERVATION FOUNDATION (EIN 942569465) - 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

1978

Legal Domicile

Phone

4154950349

Tax Period

2023-10-01 to 2024-09-30

CALIFORNIA PRESERVATION FOUNDATION, founded in 1978, is a small nonprofit in the Arts, Culture & Humanities sector that reported $464K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year.

Mission

THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROMOTE, ENCOURAGE, SUPPORT, AND CONDUCT PROGRAMS FOR EDUCATION, ADVOCACY, AND RESEARCH RELATING TO THE PRESERVATION AND ENHANCEMENT OF THE HISTORIC BUILT ENVIRONMENT.

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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 $227,815

Program Service Revenue $234,361

Investment Income $2,278

Other Revenue $0

TOTAL REVENUE $464,454

Expense Breakdown

Grants Paid $6,000

Salaries & Benefits $294,892

Fundraising Expenses $88,375

Program Expenses $329,797

Other Expenses $157,754

TOTAL EXPENSES $458,646

Year-over-Year Comparison

	2023	2022	Change
Revenue	$464,454	$503,520	-0.1%
Expenses	$458,646	$374,541	+0.2%
Net Income	$5,808	$128,979	-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

Volunteers

348

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
Cindy Heitzman	Executive Director	40.00		$103,600	$0	$103,600
Paul Halajian	Trustee	0.75	Director	$0	$0	$0
Sarah Kozal Esq	Trustee	0.75	Director	$0	$0	$0
Rita Cofield	Secretary	0.75	Officer Director	$0	$0	$0
Jeff Caldwell PE	President	1.25	Officer Director	$0	$0	$0
Nicole Hernandez	Trustee	0.75	Director	$0	$0	$0
Carson Anderson	Trustee	0.75	Director	$0	$0	$0
Antonio Castillo	Trustee	0.75	Director	$0	$0	$0
Gretchen HilyardBoyce	Trustee	0.75	Director	$0	$0	$0
Michael Gibson Esq	VP Development	0.75	Officer Director	$0	$0	$0
Laura Dominguez	Trustee	0.75	Director	$0	$0	$0
Bridget Maley	Trustee	0.75	Director	$0	$0	$0
Annabel Enriquez	Treasurer	0.75	Officer Director	$0	$0	$0
Trudi Sandmeier	Trustee	0.75	Director	$0	$0	$0
Matthew Worster	Trustee	0.75	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	$464,454	$458,646	$592,740	$5,808
2023	$503,520	$374,541	$584,219	$128,979
2022	$427,048	$355,666	$493,472	$71,382
2021	$404,698	$330,211	$455,100	$74,487
2020	$408,586	$388,286	$381,881	$20,300

CALIFORNIA PRESERVATION FOUNDATION