LAUDHOLM TRUST (EIN 010380763) - 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

1982

Legal Domicile

Principal Officer

NICHOLAS CHAROV

Phone

2076464521

Tax Period

2024-07-01 to 2025-06-30

LAUDHOLM TRUST, founded in 1982, is a community nonprofit in the Environment sector that reported $1.6M in total revenue in fiscal year 2024. Revenue surged 84% from the prior year, signaling strong growth momentum. The organization ran a surplus of $630K, a strong 39% operating margin.

Mission

LAUDHOLM TRUST IS DEDICATED TO ADVANCING THE COASTAL RESEARCH, EDUCATION, AND STEWARDSHIP PROGRAMS OF THE WELLS RESERVE AND TO PRESERVING ITS HISTORIC BUILDINGS. LAUDHOLM TRUST STRIVES TO EXTEND ITS UNIQUE LEGACY BY GALVANIZING COMMUNITY SUPPORT AND INSPIRING ACTIONS THAT PROTECT MAINE'S COASTAL 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 (2024)

Revenue Breakdown

Contributions & Grants $1,201,398

Program Service Revenue $0

Investment Income $196,597

Other Revenue $203,517

TOTAL REVENUE $1,601,512

Expense Breakdown

Grants Paid $380,785

Salaries & Benefits $374,958

Fundraising Expenses $196,754

Program Expenses $577,914

Other Expenses $215,938

TOTAL EXPENSES $971,681

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,601,512	$872,511	+0.8%
Expenses	$971,681	$1,057,387	-0.1%
Net Income	$629,831	$-184,876	-4.4%

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

250

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

$135,088

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICHOLAS CHAROV	PRESIDENT	40.00	Officer	$105,527	$29,561	$135,088
DENNIS BYRD	CHAIR	2.00	Officer Director	$0	$0	$0
JEN LAVIN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MATT BEATRICE	TREASURER	2.00	Officer Director	$0	$0	$0
PENNY SPAULDING	SECRETARY	2.00	Officer Director	$0	$0	$0
MARK BALFANTZ	CLERK & COUN	2.00	Officer Director	$0	$0	$0
DAVID FOREST	TRUSTEE	2.00	Director	$0	$0	$0
BETH GEARY	TRUSTEE	2.00	Director	$0	$0	$0
STEPHEN GIANNETTI	TRUSTEE	2.00	Director	$0	$0	$0
JOHN HAKE	TRUSTEE	2.00	Director	$0	$0	$0
DENISE LAROCHE	TRUSTEE	2.00	Director	$0	$0	$0
MARGO SMITH	TRUSTEE	2.00	Director	$0	$0	$0
SUE RIOUX	TRUSTEE	2.00	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
2025	$1,601,512	$971,681	$13,362,804	$629,831
2024	No data	No data	No data	No data
2023	$954,746	$1,042,242	$11,057,109	$-87,496
2022	$791,469	$861,838	$10,020,080	$-70,369
2021	$1,024,210	$773,708	$11,093,947	$250,502
2020	$882,063	$805,775	$8,960,755	$76,288
2019	$849,679	$678,988	$8,640,811	$170,691

LAUDHOLM TRUST