SOUTH HERO LAND TRUST INC (EIN 043391477) - 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

1997

Legal Domicile

Principal Officer

EMILY ALGER

Phone

8023723786

Tax Period

2023-01-01 to 2023-12-31

SOUTH HERO LAND TRUST INC, founded in 1997, is a small nonprofit in the Environment sector that reported $329K in total revenue in fiscal year 2023. Revenue surged 179% from the prior year, signaling strong growth momentum. The organization ran a surplus of $81K, a strong 25% operating margin.

Mission

LAND CONSERVATION AND ENVIRONMENTAL EDUCATION IN SOUTH HERO, VERMONT.

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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 $200,099

Program Service Revenue $12,975

Investment Income $115,552

Other Revenue $0

TOTAL REVENUE $328,626

Expense Breakdown

Grants Paid $15,000

Salaries & Benefits $157,688

Fundraising Expenses $29,718

Program Expenses $157,166

Other Expenses $75,041

TOTAL EXPENSES $247,729

Year-over-Year Comparison

	2023	2022	Change
Revenue	$328,626	$117,730	+1.8%
Expenses	$247,729	$170,960	+0.4%
Net Income	$80,897	$-53,230	-2.5%

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

194

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

$53,479

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REINA WARREN	PRESIDENT	2.00	Officer Director	$0	$0	$0
MATT BARTLE	VICE PRESIDENT	1.50	Officer Director	$0	$0	$0
LISA PENDOLINO	TREASURER	1.50	Officer Director	$0	$0	$0
NATALIE KENDRACH	SECRETARY	1.50	Officer Director	$0	$0	$0
BOB BUERMANN	DIRECTOR	1.00	Director	$0	$0	$0
KELSEY O'CONNOR	DIRECTOR	1.00	Director	$0	$0	$0
BOB CHUTTER	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN ROBINSON	DIRECTOR (END 2023)	1.00	Director	$0	$0	$0
CHUCK HULSE	PRESIDENT (END 2023)	2.00	Officer Director	$0	$0	$0
EMILY ALGER	EXECUTIVE DIRECTOR	24.00	Officer	$53,479	$0	$53,479

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	$328,626	$247,729	$1,623,435	$80,897
2022	$117,730	$170,960	$1,350,654	$-53,230
2021	$172,532	$169,745	$1,700,001	$2,787
2020	$150,443	$148,477	$1,461,262	$1,966
2019	$190,181	$153,566	$1,270,730	$36,615
2018	$164,260	$176,684	$1,058,970	$-12,424

SOUTH HERO LAND TRUST INC