Civic Intelligence

Dunwoody Preservation Trust Inc

EIN 58-2201646 • 501(c)3 • Dunwoody, GA

Profile

To preserve the history and heritage of dunwoody, ga, through educational programs, publications, collections, and research

PO Box 888658Dunwoody, GA 30356

dunwoodypreservationtrust.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

51st percentile

0.02x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.03x

Higher debt load relative to revenue than 57% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

9th percentile

-39%

Higher net margin than 9% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

69th percentile

$55,000

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 15.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

14th percentile

-19%

Faster asset growth than 14% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-24%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$623,208

Down $144,825 (-19%) from 2023

Liabilities

Down

$11,240

Down $1,918 (-15%) from 2023

Net Assets

Down

$611,968

Down $142,907 (-19%) from 2023

Operations
Liabilities / Revenue57th percentileNet Margin9th percentile

Revenue

Down

$366,391

Down $112,557 (-24%) from 2023

Expenses

Up

$509,298

Up $145,623 (+40%) from 2023

Net Income

Down

-$142,907

Down $258,180 (-224%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $431,343Liabilities 2011: $02011Assets 2012: $473,182Liabilities 2012: $02012Assets 2013: $506,522Liabilities 2013: $0Net Assets 2013: $506,5222013Assets 2014: $545,101Liabilities 2014: $0Net Assets 2014: $545,1012014Assets 2015: $609,550Liabilities 2015: $0Net Assets 2015: $609,5502015Assets 2016: $627,661Liabilities 2016: $0Net Assets 2016: $627,6612016Assets 2017: $615,515Liabilities 2017: $0Net Assets 2017: $615,5152017Assets 2018: $602,547Liabilities 2018: $24,623Net Assets 2018: $577,9242018Assets 2019: $571,091Liabilities 2019: $3,458Net Assets 2019: $567,6332019Assets 2020: $612,073Liabilities 2020: $77,186Net Assets 2020: $534,8872020Assets 2021: $713,642Liabilities 2021: $47,583Net Assets 2021: $666,0592021Assets 2022: $709,299Liabilities 2022: $69,697Net Assets 2022: $639,6022022Assets 2023: $768,033Liabilities 2023: $13,158Net Assets 2023: $754,8752023Assets 2024: $623,208Liabilities 2024: $11,240Net Assets 2024: $611,9682024

Highlighted filing

2024

Assets$623,208
Liabilities$11,240
Net Assets$611,968
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $75,600Expenses 2011: $35,467Net Income 2011: $40,1332011Revenue 2012: $99,588Expenses 2012: $57,750Net Income 2012: $41,8382012Expenses 2013: $72,7862013Revenue 2014: $116,994Expenses 2014: $78,415Net Income 2014: $38,5792014Revenue 2015: $132,678Expenses 2015: $75,052Net Income 2015: $57,6262015Revenue 2016: $220,832Expenses 2016: $202,721Net Income 2016: $18,1112016Revenue 2017: $151,508Expenses 2017: $163,654Net Income 2017: -$12,1462017Revenue 2018: $385,956Expenses 2018: $423,547Net Income 2018: -$37,5912018Revenue 2019: $176,920Expenses 2019: $187,211Net Income 2019: -$10,2912019Revenue 2020: $190,869Expenses 2020: $222,531Net Income 2020: -$31,6622020Revenue 2021: $402,369Expenses 2021: $271,176Net Income 2021: $131,1932021Revenue 2022: $438,414Expenses 2022: $362,208Net Income 2022: $76,2062022Revenue 2023: $478,948Expenses 2023: $363,675Net Income 2023: $115,2732023Revenue 2024: $366,391Expenses 2024: $509,298Net Income 2024: -$142,9072024

Highlighted filing

2024

Revenue$366,391
Expenses$509,298
Net Income-$142,907
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$623,208
Liabilities
$11,240
Net assets
$611,968
Revenue
$366,391
Expenses
$509,298
Net income
-$142,907
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.23$0.11$6.12$3.66$5.09$1.43
2023Detailed filing. Detailed filing data is available for this year.$7.68$0.13$7.55$4.79$3.64$1.15
2022Detailed filing. Detailed filing data is available for this year.$7.09$0.70$6.40$4.38$3.62$0.76
2021Detailed filing. Detailed filing data is available for this year.$7.14$0.48$6.66$4.02$2.71$1.31
2020Detailed filing. Detailed filing data is available for this year.$6.12$0.77$5.35$1.91$2.23$0.32
2019Detailed filing. Detailed filing data is available for this year.$5.71$0.03$5.68$1.77$1.87$0.10
2018Detailed filing. Detailed filing data is available for this year.$6.03$0.25$5.78$3.86$4.24$0.38
2017Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$1.52$1.64$0.12
2016Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$2.21$2.03$0.18
2015Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$1.33$0.75$0.58
2014Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$1.17$0.78$0.39
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.07$0.00$5.07$0.73
2012Summary only. Only limited summary data is available for this year.$4.73$0.00$1.00$0.58$0.42
2011Summary only. Only limited summary data is available for this year.$4.31$0.00$0.76$0.35$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.2
Gross Receipts
$406,299
Mission and Program Overview

Mission

To preserve the history and heritage of dunwoody, ga, through educational programs, publications, collections, and research

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$165,099$421,755▲ $256,656
Cash and Non-Interest-Bearing Accounts$280,650$108,168▼ $172,482
Land, Buildings, and Equipment, Net$97,791$85,113▼ $12,678
Savings and Temporary Cash Investments$224,493$8,172▼ $216,321
Total Assets$768,033$623,208▼ $144,825
Liabilities
Accounts Payable and Accrued Expenses$4,500$9,615▲ $5,115
Other Liabilities$1,658--
Deferred Revenue$7,000$1,625▼ $5,375
Total Liabilities$13,158$11,240▼ $1,918
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$754,875$611,968▼ $142,907
Total Net Assets Fund Balance$754,875$611,968▼ $142,907
Total Liabilities and Net Assets / Fund Balance$768,033$623,208▼ $144,825

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$34,530$123,124$157,654
Other Land Buildings$40,202$12,126$52,328
Equipment$10,381$9,084$19,465
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kristin SimonsExecutive DirectorFT$55,000$55,000

Board Members and Trustees

NameTitle
Melanie WilliamsPast President
David LongPresident
Allegra JohnsonDirector at Large
Ellen RankinDirector at Large
Marion ShoenigDirector Education
Mike IrvingDirector Membership
Barbara PryorDirector of C-s
Carol Johnson RoeDirector of Mktg.
Chryse WaymanDirector Records
Cowen HarterSecretary
John HousealTreasurer
Sarah BorcherdingVP of Properties
Revenue and Support

Revenue Composition

Contributions and Grants
$360,844
Program Service Revenue
$0
Investment Income
$11,840
Other Revenue
$-6,293
All Other Contributions
$360,844
Change in Net Assets
$-142,907
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$329,032
Salaries, Compensation, and Employee Benefits$180,266
Total Fundraising Expense$75,841
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$111,156$55,000-$166,156
Other Expenses$36,334-$6,641$36,334
Office Expenses$28,477$3,164-$31,641
Insurance$16,153$1,795-$17,948
Payroll Taxes$98,869$4,241-$14,110
Depreciation Depletion$12,678--$12,678
Fees for Services Accounting$5,197$578-$5,775
Interest$4,349$483-$4,832
Information Technology$3,092$344-$3,436
Conferences and Meetings-$1,386-$1,386
All Other Expenses$713--$713
Fees for Services Legal$225$25-$250
Total Functional Expenses$455,441$67,016$75,841$509,298
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Payroll Taxes Payable-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is prepared by the treasurer and then made available to entire board for review and questions”

Form 990, Part VI, Section B, Line 12C

“The board of directors requires annual, signed certification of any conflicts of interest, or lack thereof.”

Form 990, Part VI, Section C, Line 19

“All governing documents, form 990 and financial stmts. Are available for review upon request.”

Filing and Contact Details

Filer

Filer Name
Dunwoody Preservation Trust Inc
EIN
58-2201646
Phone
4046674070
Address
PO Box 888658, DUNWOODY, GA 30356

Signing Officer

Name
John F Houseal Sr
Title
Treasurer
Phone
4046674070
Signed
2025-11-15
Discuss with paid preparer
No

Organization Details

Principal Officer
John F Houseal Sr
Formed
1995
Legal Domicile
Ga
Voting Board Members
13
Independent Board Members
12
Employees
5
Volunteers
400
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PAST PRESIDENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY THE TREASURER AND THEN MADE AVAILABLE TO ENTIRE BOARD FOR REVIEW AND QUESTIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS REQUIRES ANNUAL, SIGNED CERTIFICATION OF ANY CONFLICTS OF INTEREST, OR LACK THEREOF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL GOVERNING DOCUMENTS, FORM 990 AND FINANCIAL STMTS. ARE AVAILABLE FOR REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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