TPhilanthropy, Voluntarism & GrantmakingEIN: 846785153· Ruling Year: 2020

Historic Erie Preservation Trust

Erie, Pennsylvania

A-Health Score
76A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

How This Organization Compares

Compared to 132 peers in Philanthropy, Voluntarism & Grantmaking with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org19.76×
Peer Median11.98×
💰
$9.5M
Total Revenue
📊
$605K
Total Expenses
🏦
$11.9M
Net Assets
📋
$415K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+1456.6%
Year-over-year change (2022 → 2023)
Net Margin
+93.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
19.76
Net assets divided by total expenses
Liabilities-to-Assets
3.4%
Total liabilities as % of total assets

Filing History

5 filings on record
YearRevenueExpensesAssets
2023$9,466,9041457%$604,85576%$12,364,722292%
2022$608,19647%$344,37720%$3,152,19311%
2021$1,139,42053%$432,14646%$2,829,78227%
2020$2,412,007$295,443$2,235,624223562300%
2019$0$0$1

Frequently Asked Questions

What does Historic Erie Preservation Trust do?

Historic Erie Preservation Trust is a philanthropy, voluntarism & grantmaking nonprofit organization based in Pennsylvania. It is classified under NTEE code T11 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Historic Erie Preservation Trust financially healthy?

Based on our 9-metric Financial Health Score model, Historic Erie Preservation Trust has a score of 76/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Historic Erie Preservation Trust generate?

Historic Erie Preservation Trust reports $11.5M in annual revenue and holds $22.7M in total assets, based on IRS filings.

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Historic Erie Preservation Trust — Erie, PA | GiveScope