SHELBURNE FARMS (EIN 030229347) - 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

1972

Legal Domicile

Principal Officer

ALEC WEBB

Phone

8029858686

Tax Period

2024-01-01 to 2024-12-31

SHELBURNE FARMS, founded in 1972, is a mid-sized nonprofit in the Environment sector that reported $28.5M in total revenue in fiscal year 2024. Revenue surged 184% from the prior year, signaling strong growth momentum. The organization ran a surplus of $19.3M, a strong 68% operating margin.

Mission

INSPIRING AND CULTIVATING LEARNING FOR A SUSTAINABLE FUTURE.

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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 $25,843,583

Program Service Revenue $1,070,968

Investment Income $1,574,041

Other Revenue $0

TOTAL REVENUE $28,488,592

Expense Breakdown

Grants Paid $87,000

Salaries & Benefits $5,366,774

Fundraising Expenses $1,075,995

Program Expenses $7,042,028

Other Expenses $3,780,791

TOTAL EXPENSES $9,234,622

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,488,592	$10,045,002	+1.8%
Expenses	$9,234,622	$7,578,059	+0.2%
Net Income	$19,253,970	$2,466,943	+6.8%

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

153

Volunteers

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

$289,138

Total Directors

$160,749

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEC WEBB	PRESIDENT	60.00	Officer Director	$146,836	$13,913	$160,749
MEGAN CAMP	VP & PROGRAM	45.00	Highest	$128,901	$18,775	$147,676
ROBIN TURNAU	CHIEF ADVANC	45.00	Highest	$121,941	$14,242	$136,183
ERIC BOEHM	CFO/ASSISTAN	45.00	Officer	$125,872	$2,517	$128,389
BETSY ROSENBLUTH	PROJECT DIR,	45.00	Highest	$102,465	$20,888	$123,353
YASAMIN SHERMIN	DIRECTOR OF	45.00	Highest	$110,563	$11,917	$122,480
SHARMY ALTSHULER	BOARD OF DIR	1.00	Director	$0	$0	$0
BOB BAIRD	BOARD OF DIR	1.00	Director	$0	$0	$0
FRED BAY	BOARD OF DIR	1.00	Director	$0	$0	$0
TRACEY ROBERTSON CARTER	BOARD OF DIR	1.00	Director	$0	$0	$0
BINTA COLLEY	BOARD OF DIR	1.00	Director	$0	$0	$0
BEN FREEMAN	BOARD OF DIR	1.00	Director	$0	$0	$0
WILL JACKSON	BOARD SECRET	2.00	Officer Director	$0	$0	$0
NAN JENKS-JAY	BOARD VICE C	4.00	Officer Director	$0	$0	$0
STEVE JOHNSON	BOARD OF DIR	1.00	Director	$0	$0	$0
DAVID MARVIN	BOARD TREASU	4.00	Officer Director	$0	$0	$0
ANDREW MEYER	BOARD CHAIR	6.00	Officer Director	$0	$0	$0
ERNIE POMERLEAU	BOARD OF DIR	1.00	Director	$0	$0	$0
GRETCHEN SULLIVAN SORIN	BOARD OF DIR	1.00	Director	$0	$0	$0
LANDON STORRS	BOARD OF DIR	1.00	Director	$0	$0	$0
MARIE VEA	BOARD OF DIR	1.00	Director	$0	$0	$0
KATE WILLIAMS	BOARD OF DIR	1.00	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
2024	$28,488,592	$9,234,622	$88,744,950	$19,253,970
2023	$10,045,002	$7,578,059	$68,439,471	$2,466,943
2022	$10,079,110	$6,858,425	$66,292,860	$3,220,685
2021	$17,576,538	$5,720,289	$67,255,924	$11,856,249
2020	$7,988,197	$5,290,175	$55,024,961	$2,698,022

SHELBURNE FARMS