SUDBURY VALLEY TRUSTEES INC (EIN 046049963) - 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

1953

Legal Domicile

Principal Officer

DAVNET CONWAY

Phone

9784435588

Tax Period

2024-07-01 to 2025-06-30

SUDBURY VALLEY TRUSTEES INC, founded in 1953, is a community nonprofit in the Environment sector that reported $5.8M in total revenue in fiscal year 2024. Revenue surged 191% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.3M, a strong 56% operating margin.

Mission

LAND & RIVER PROTECTION, CONSERVATION LAND STEWARDSHIP AND ENVIRONMENTAL EDUCATION/ADVOCACY

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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 (2024)

Revenue Breakdown

Contributions & Grants $5,107,808

Program Service Revenue $12,846

Investment Income $645,900

Other Revenue $48,375

TOTAL REVENUE $5,814,929

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,392,746

Fundraising Expenses $369,745

Program Expenses $1,812,110

Other Expenses $1,146,421

TOTAL EXPENSES $2,539,167

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,814,929	$1,995,749	+1.9%
Expenses	$2,539,167	$1,885,252	+0.3%
Net Income	$3,275,762	$110,497	+28.6%

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

200

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

$157,933

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL BAKSTRAN	PRESIDENT	5.00	Officer Director	$0	$0	$0
MOLLY CUTLER	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
PETER MARTIN	CLERK	5.00	Officer Director	$0	$0	$0
LISA SCHIMMEL	TREASURER	5.00	Officer Director	$0	$0	$0
COLIN ANDERSON	DIRECTOR (UNTIL 9/2024)	1.00	Director	$0	$0	$0
SHERRI CLINE	DIRECTOR	1.00	Director	$0	$0	$0
STEVE CORREIA	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA CUTTING	DIRECTOR	1.00	Director	$0	$0	$0
SEAN FAIR	DIRECTOR	1.00	Director	$0	$0	$0
ERIC KLEIN	DIRECTOR	1.00	Director	$0	$0	$0
LORING LABARBERA SCHWARZ	DIRECTOR (AS OF 9/2024)	1.00	Director	$0	$0	$0
JOHN MASTROBATTISTA	DIRECTOR	1.00	Director	$0	$0	$0
HARRY NEWELL	DIRECTOR (AS OF 9/2024)	1.00	Director	$0	$0	$0
KARIN PAQUIN	DIRECTOR	1.00	Director	$0	$0	$0
GREG PETERSON	DIRECTOR (UNTIL 9/2024)	1.00	Director	$0	$0	$0
RICHARD PERKINS	DIRECTOR	1.00	Director	$0	$0	$0
JIM VALONE	DIRECTOR	1.00	Director	$0	$0	$0
RUTH KENNEDY SUDDUTH	DIRECTOR	1.00	Director	$0	$0	$0
DAVNET CONWAY	EXECUTIVE DIRECTOR (STARTED 3/2025)	40.00	Officer	$0	$0	$0
LINDSEY KETCHEL	EXECUTIVE DIRECTOR (UNTIL 7/2024)	40.00	Officer	$142,109	$15,824	$157,933
LAURA MATTEI	DIRECTOR OF CONSERVATION	40.00	Highest	$124,989	$18,271	$143,260
CECIL HYNDS-RIDDLE	DEVELOPMENT DIRECTOR	40.00	Highest	$102,290	$18,378	$120,668

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	$5,814,929	$2,539,167	$38,189,413	$3,275,762
2024	$1,995,749	$1,885,252	$33,755,485	$110,497
2023	$2,995,412	$2,609,947	$31,448,979	$385,465
2022	$6,625,833	$1,696,809	$30,284,086	$4,929,024
2021	$2,852,995	$1,715,188	$27,152,664	$1,137,807
2020	$1,641,816	$1,335,772	$14,625,769	$306,044
2019	$1,785,489	$1,757,765	$13,925,616	$27,724

SUDBURY VALLEY TRUSTEES INC