LAND TRUST ALLIANCE INC (EIN 042751357) - 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

ANDREW BOWMAN

Phone

2028002235

Tax Period

2023-01-01 to 2023-12-31

LAND TRUST ALLIANCE INC, founded in 1982, is a mid-sized nonprofit in the Environment sector that reported $20.1M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum.

Mission

TO SAVE THE PLACES PEOPLE LOVE BY STRENGTHENING LAND CONSERVATION ACROSS AMERICA.

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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 $17,121,891

Program Service Revenue $2,631,995

Investment Income $360,292

Other Revenue $426

TOTAL REVENUE $20,114,604

Expense Breakdown

Grants Paid $4,888,484

Salaries & Benefits $9,735,350

Fundraising Expenses $2,182,387

Program Expenses $17,803,446

Other Expenses $6,363,176

TOTAL EXPENSES $21,010,163

Year-over-Year Comparison

	2023	2022	Change
Revenue	$20,114,604	$15,961,678	+0.3%
Expenses	$21,010,163	$18,747,329	+0.1%
Net Income	$-895,559	$-2,785,651	-0.7%

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

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

$911,025

Total Directors

Key Employees

$774,887

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL A POLEMIS	CHAIR	4.00	Officer Director	$0	$0	$0
ALAN M BELL	VICE CHAIR	3.00	Officer Director	$0	$0	$0
JUDITH STOCKDALE	VICE CHAIR	3.00	Officer Director	$0	$0	$0
WILLIAM MULLIGAN	SECRETARY	3.00	Officer Director	$0	$0	$0
ROBERTO SERRALLES	TREASURER	3.00	Officer Director	$0	$0	$0
LISE AANGEENBRUG	DIRECTOR	3.00	Director	$0	$0	$0
DAVID CALLE	DIRECTOR	3.00	Director	$0	$0	$0
SAM COOK JR	DIRECTOR	3.00	Director	$0	$0	$0
ASHLEY DEMOSTHENES	DIRECTOR	3.00	Director	$0	$0	$0
BLAIR C FITZSIMONS	DIRECTOR	3.00	Director	$0	$0	$0
CHERYL FOX	DIRECTOR	3.00	Director	$0	$0	$0
GIL JENKINS	DIRECTOR	3.00	Director	$0	$0	$0
GLENN LAMB	DIRECTOR	3.00	Director	$0	$0	$0
DOUG LAND	DIRECTOR	3.00	Director	$0	$0	$0
KATHY K LEAVENWORTH	DIRECTOR	3.00	Director	$0	$0	$0
CARY F LEPTUCK	DIRECTOR	3.00	Director	$0	$0	$0
JIM MILLSTEIN	DIRECTOR	3.00	Director	$0	$0	$0
KRIS PICKLER	DIRECTOR	3.00	Director	$0	$0	$0
STEVEN E ROSENBERG	DIRECTOR	3.00	Director	$0	$0	$0
THOMAS D SAUNDERS	DIRECTOR	3.00	Director	$0	$0	$0
JULIE R SHARPE	DIRECTOR	3.00	Director	$0	$0	$0
GALE SPEARS	DIRECTOR	3.00	Director	$0	$0	$0
DARRELL WOOD	DIRECTOR	3.00	Director	$0	$0	$0
ANDREW J BOWMAN	PRESIDENT & CEO	40.00	Officer	$480,154	$59,229	$539,383
CHASE WARDEN	COO AND CFO	40.00	Officer	$317,098	$54,544	$371,642
JENNIFER MILLER HERZOG	CHIEF PROGRAM OFFICER	40.00	Key Emp	$233,309	$81,502	$314,811
ERIN HESKETT	VP, CONSERVATION INITIATIVE	40.00	Key Emp	$162,004	$85,158	$247,162
RENEE KIVIKKO	VP, EDUCATION	40.00	Key Emp	$175,784	$37,130	$212,914
ELIZABETH WARD	CHIEF MARKETING OFFICER	40.00	Highest	$230,125	$81,502	$311,627
SUZANNE ERERA	VP, DEVELOPMENT	40.00	Highest	$173,642	$78,245	$251,887
MONICA POVEDA	VP, FINANCE	40.00	Highest	$232,081	$15,085	$247,166
NATHAN HODGE	DIRECTOR, IT	40.00	Highest	$165,163	$81,201	$246,364
LORI FAETH	DIRECTOR, GOVT RELATIONS	40.00	Highest	$182,047	$37,782	$219,829

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	No data	No data	No data	No data
2023	$20,114,604	$21,010,163	$24,729,245	$-895,559
2022	$15,961,678	$18,747,329	$22,081,546	$-2,785,651
2021	$15,331,480	$12,129,474	$25,859,298	$3,202,006
2020	$14,822,231	$14,241,337	$25,898,885	$580,894
2020	$14,822,231	$14,241,337	$25,898,885	$580,894
2019	$13,271,021	$15,310,533	$22,365,926	$-2,039,512
2018	$14,044,535	$14,475,931	$24,581,082	$-431,396

LAND TRUST ALLIANCE INC