MANCHESTER ESSEX CONSERVATION TRUST

EIN: 043469549 501(c)(3) Environment

MANCHESTER, MA

Total Revenue
$1,246,499
Total Expenses
$390,153
Total Assets
$9,356,147
Net Assets
$9,340,782
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1963
Legal Domicile
MA
Principal Officer
JONATHAN CALDER
Phone
9788907153
Tax Period
2023-01-01 to 2023-12-31

MANCHESTER ESSEX CONSERVATION TRUST, founded in 1963, is a community nonprofit in the Environment sector that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 141% from the prior year, signaling strong growth momentum. The organization ran a surplus of $856K, a strong 69% operating margin.

Mission

MANCHESTER ESSEX CONSERVATION TRUST PRESERVES IN PERPETUITY THE NATURAL BEAUTY, WILDLIFE HABITAT, AND OPEN SPACE RESOURCES IN OUR TWO TOWNS AND ADJACENT COMMUNITIES. WE PROTECT THIS LAND THROUGH ACQUISITIONS, CONSERVATION RESTRICTIONS, DONATIONS AND ENGAGEMENT WITH THE PUBLIC. THROUGH SHARING THIS LAND, WE ENCOURAGE AND SUPPORT EXPLORATION OF NATURE, EDUCATION, AND SCIENTIFIC STUDY.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,028,079
Program Service Revenue $0
Investment Income $185,184
Other Revenue $33,236
TOTAL REVENUE $1,246,499

Expense Breakdown

Grants Paid $0
Salaries & Benefits $169,005
Fundraising Expenses $39,518
Program Expenses $294,736
Other Expenses $221,148
TOTAL EXPENSES $390,153

Year-over-Year Comparison

2023 2022 Change
Revenue $1,246,499 $518,059 +1.4%
Expenses $390,153 $427,439 -0.1%
Net Income $856,346 $90,620 +8.4%
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

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Liquidity & Cash Position

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Governance

Voting Members
14
Independent Members
14
Employees
4
Volunteers
30

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
3
$0
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MATTHIAS PLUM PRESIDENT 15.00
Officer Director
$0 $0 $0
JONATHAN CALDER TREASURER 3.00
Officer Director
$0 $0 $0
MORY CREIGHTON V PRES/SECRE 3.00
Officer Director
$0 $0 $0
LYNN ATKINSON TRUSTEE 1.00
Director
$0 $0 $0
THOMAS BARRIEAU TRUSTEE 1.00
Director
$0 $0 $0
FRANCES R CAUDILL TRUSTEE 1.00
Director
$0 $0 $0
MIKE CARVALHO TRUSTEE 3.00
Director
$0 $0 $0
JEFFREY COCHAND TRUSTEE 4.00
Director
$0 $0 $0
GREGORY A CROCKETT TRUSTEE 4.00
Director
$0 $0 $0
GEORGE E DAVIS TRUSTEE 5.00
Director
$0 $0 $0
MICHAEL DYER TRUSTEE 3.00
Director
$0 $0 $0
GARLAN MORSE JR TRUSTEE 1.00
Director
$0 $0 $0
JULIE SCOFIELD TRUSTEE 3.00
Director
$0 $0 $0
GEORGE P SMITH 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
2024 No data No data No data No data
2023 $1,246,499 $390,153 $9,356,147 $856,346
2022 $518,059 $427,439 $8,341,092 $90,620
2021 $1,205,785 $274,417 $8,796,757 $931,368
2020 $426,787 $197,561 $7,637,369 $229,226
2019 $770,895 $172,293 $7,133,936 $598,602
2018 $402,361 $183,557 $6,461,999 $218,804
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