Boothbay Region Land Trust (EIN 010371869) - 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

1980

Legal Domicile

Principal Officer

Robert Wheeler

Phone

2076634818

Tax Period

2023-10-01 to 2024-09-30

Boothbay Region Land Trust, founded in 1980, is a community nonprofit in the Environment sector that reported $2.1M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.2M, a strong 60% operating margin.

Mission

To conserve for the public benefit natural habitat, scenic beauty, and working land of the Boothbay region of Maine by providing stewardship, public access, and environmental programs.

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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 $1,387,329

Program Service Revenue $0

Investment Income $687,860

Other Revenue $3,880

TOTAL REVENUE $2,079,069

Expense Breakdown

Grants Paid $0

Salaries & Benefits $520,767

Fundraising Expenses $98,158

Program Expenses $646,160

Other Expenses $316,324

TOTAL EXPENSES $837,091

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,079,069	$1,843,654	+0.1%
Expenses	$837,091	$730,578	+0.1%
Net Income	$1,241,978	$1,113,076	+0.1%

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

145

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

$113,209

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert Wheeler	President	2.00	Officer Director	$0	$0	$0
Richard M Elder	Vice President	2.00	Officer Director	$0	$0	$0
Penny Pollard	Secretary	2.00	Officer Director	$0	$0	$0
Cindy Bailey	Treasurer	2.00	Officer Director	$0	$0	$0
Tom Abello	Director	2.00	Director	$0	$0	$0
Alan Bellows	Director	2.00	Director	$0	$0	$0
Kim Byrd	Director	2.00	Director	$0	$0	$0
Erika Eurkus	Director	2.00	Director	$0	$0	$0
Gray Ferris	Director	2.00	Director	$0	$0	$0
Adam Harkins	Director	2.00	Director	$0	$0	$0
Bruce Harris	Director	2.00	Director	$0	$0	$0
Melissa Holmes	Director	2.00	Director	$0	$0	$0
Erika Huber	Director	2.00	Director	$0	$0	$0
Stan Wakefield	Director	2.00	Director	$0	$0	$0
Nick Ullo	Executive Director	40.00	Officer	$103,521	$9,688	$113,209

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	$2,079,069	$837,091	$23,898,366	$1,241,978
2023	$1,843,654	$730,578	$19,618,436	$1,113,076
2022	$3,914,326	$649,806	$17,975,544	$3,264,520
2021	$874,558	$580,611	$16,694,266	$293,947
2020	$1,780,465	$533,306	$15,445,452	$1,247,159

Boothbay Region Land Trust