MARBLEHEAD CONSERVANCY INC (EIN 043569947) - 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

2001

Legal Domicile

Principal Officer

Donald E Morgan

Phone

6175483745

Tax Period

2025-01-01 to 2025-12-31

MARBLEHEAD CONSERVANCY INC, founded in 2001, is a small nonprofit in the Environment sector that reported $158K in total revenue in fiscal year 2025. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $101K, a strong 63% operating margin.

Mission

Preservation of natural, open space

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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 (2025)

Revenue Breakdown

Contributions & Grants $66,065

Program Service Revenue $0

Investment Income $91,948

Other Revenue $402

TOTAL REVENUE $158,415

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,983

Fundraising Expenses $0

Program Expenses $57,893

Other Expenses $53,910

TOTAL EXPENSES $57,893

Year-over-Year Comparison

	2025	2024	Change
Revenue	$158,415	$137,877	+0.1%
Expenses	$57,893	$38,513	+0.5%
Net Income	$100,522	$99,364	+0.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Maureen Ashley	Board Member	7	Director	$0	$0	$0
James Caplan	Board Member	3	Director	$0	$0	$0
Robert French	President	18	Officer Director	$0	$0	$0
Jody Howard	Board Member	1	Director	$0	$0	$0
David Krathwohl	Board Member	12	Director	$0	$0	$0
Donald Morgan	Treasurer	17	Officer Director	$0	$0	$0
Nina Robertson	Board Member	13	Officer Director	$0	$0	$0
Donald Tritschler	Board Member	1	Director	$0	$0	$0
Kathryn Breslin	Trustee	3	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
2025	$158,415	$57,893	$709,093	$100,522
2024	$137,877	$38,513	$609,117	$99,364
2023	$107,907	$47,970	$509,931	$59,937
2021	$130,639	$37,418	$505,541	$93,221

MARBLEHEAD CONSERVANCY INC