Preservation and Eduction Trust Inc

Nonprofit profile at a glance

EIN
593688531
IRS 990-EZ coverage
2022–2025
Forms available
Form 990-EZ 2025, Form 990-N 2021
Location
Rockledge, FL, USA
Phone
3214271224
Rating
72
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Museum, Museum Activities

Reported finances

Revenue
$40,801
Expenses
$15,220
Assets
$335,635

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

3 people listed

Executive titles in this filing

  • CAROLE C POPE (PRESIDENT, DIRECTOR)
  • RICHARD TRAEGER (VICE PRESIDENT, DIRECTOR)

People named in this filing

  • CAROLE C POPE (PRESIDENT, DIRECTOR)
  • RICHARD TRAEGER (VICE PRESIDENT, DIRECTOR)
  • MYHRA TUBRIDY (SECRETARY, TREASURER, DIRECTOR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To preserve historical sites and to educate the public on the sites preserved.

What it reported doing in 2025

Historical lawndale museum-the h.s. Williams home restorationproject. We conduct open house tours to the publicto educate on what life was like in the late 1800s/early 1900s.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and some filed totals do not add up.

Rating breakdown

  • Financial Efficiency: 64
  • Transparency & Controls: 82
  • Sustainability: 79
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 41.6%; rating input score 42
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 62.7%; rating input score 94; 94th percentile among comparable filings
  • Total-asset coverage ratio: 22.05; rating input score 96; 96th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -25.7% per year; rating input score 0; 16th percentile among comparable filings
  • Revenue growth: 8.9% per year; rating input score 100; 79th percentile among comparable filings
  • Asset growth: 5.7% per year; rating input score 100; 59th percentile among comparable filings

Details

  • Where the money goes: 41.6% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $17K in reported program spending
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 5 of 6 current checks pass · 1 finding to review
  • Schedules: 2 filed schedules
  • Filing history: 4 filing years from 2022 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 42/100.
  • Moderate — Transparency & Controls: Part III program expenses within total did not reconcile in the filed values.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.