SOUTH HERO LAND TRUST INC

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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. THE SOUTH HERO LAND TRUST IS DEDICATED TO PROTECTING FARMLAND, WOODLAND, NATURAL AND RECREATIONAL AREAS AND OPEN SPACES IN SOUTH HERO, VERMONT.

Program Service Accomplishments

Program 1

Expenses: $37,283

LAND CONSERVATION - THE ORGANIZATION CONTINUES TO WORK ON AN ONGOING BASIS TO CREATE PARTNERSHIPS WITH LANDOWNERS INTERESTED IN CONSERVING THEIR LAND. AFTER COMPLETING WORK ON A MAJOR CONSERVATION...

LAND CONSERVATION - THE ORGANIZATION CONTINUES TO WORK ON AN ONGOING BASIS TO CREATE PARTNERSHIPS WITH LANDOWNERS INTERESTED IN CONSERVING THEIR LAND. AFTER COMPLETING WORK ON A MAJOR CONSERVATION PROJECT IN 2014, THE LAND TRUST SPENT 2015, 2016 AND 2017 WORKING WITH SEVERAL LANDOWNERS ON POTENTIAL NEW CONSERVATION PROJECTS. IN 2017, THE SOUTH HERO LAND TRUST COMPLETED THE FUNDRAISING CAMPAIGN FOR THE TRACY WOODS CONSERVATION PROJECT WHICH CLOSED IN JUNE 2018. THE SOUTH HERO LAND TRUST ALSO BUILDS AND MAINTAINS PUBLIC ACCESS TRAILS IN SOUTH HERO. THE LAND TRUST COMPLETED AND OPENED THE TRACY WOODS TRAIL IN 2019 AND WORKED TO IMPROVE PUBLIC ACCESS IN 2020 AND 2021. THE LAND TRUST CONTINUES TO REACH OUT TO THE COMMUNITY WITH OVER 400 MEMBERS.

Program 2

Expenses: $119,883 Revenue: $12,975

EDUCATION AND OUTREACH - THE SOUTH HERO LAND TRUST CONDUCTS A NUMBER OF EDUCATIONAL PROGRAMS INCLUDING "THE LAND, THE FARMS AND ME" WHICH PARTNERS WITH THE LOCAL SCHOOL, FARMERS AND PARENTS TO BRING LOCAL SCHOOL CHILDREN INTO CLOSER CONTACT WITH THEIR NATURAL AND AGRICULTURAL SURROUNDINGS. THE "SOUTH HERO LAND TRUST FARM INITIATIVE" SEEKS TO IMPROVE THE VIABILITY OF LOCAL FARMS THROUGH MULTIPLE PROJECTS INCLUDING THE CREATION AND DISTRIBUTION OF THE "CHAMPLAIN ISLANDS GROWN GUIDE TO AGRICULTURE", EVENTS AT THE FARMER'S MARKET AND PROMOTING NETWORKS WITH FARMERS THROUGHOUT GRAND ISLE COUNTY.

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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