GROTON CONSERVATION TRUST

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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

1964

Legal Domicile

Principal Officer

JOHN LLODRA

Phone

9785377701

Tax Period

2023-01-01 to 2023-12-31

GROTON CONSERVATION TRUST, founded in 1964, is a micro nonprofit in the Environment sector that reported $74K in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Net assets of $6.4M represent 1044 months of operating reserves.

Mission

LAND CONSERVATION, MAINTENANCE OF LAND HELD IN CONSERVATION, PROVIDE PUBLIC ACCESS TO CONSERVATION LANDS, CONSERVATION EDUCATION

Program Service Accomplishments

Program 1

Expenses: $65,805 Revenue: $696

DURING THE YEAR THE ORGANIZATION CONTINUED MAINTAINING ITS CONSERVATION PROPERTIES AND PROVIDING PUBLIC ACCESS TO THEM. THE ORGANIZATION ALSO CONTINUED EDUCATING THE PUBLIC REGARDING LOCAL...

DURING THE YEAR THE ORGANIZATION CONTINUED MAINTAINING ITS CONSERVATION PROPERTIES AND PROVIDING PUBLIC ACCESS TO THEM. THE ORGANIZATION ALSO CONTINUED EDUCATING THE PUBLIC REGARDING LOCAL CONSERVATION ISSUES.

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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 $54,704

Program Service Revenue $0

Investment Income $17,356

Other Revenue $2,071

TOTAL REVENUE $74,131

Expense Breakdown

Grants Paid $0

Salaries & Benefits $36,558

Fundraising Expenses $1,350

Program Expenses $65,805

Other Expenses $42,938

TOTAL EXPENSES $79,496

Year-over-Year Comparison

	2023	2022	Change
Revenue	$74,131	$91,972	-0.2%
Expenses	$79,496	$121,737	-0.3%
Net Income	$-5,365	$-29,765	-0.8%

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

N/A

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
MARK GERATH	PRESIDENT	8.00	Officer Director	$0	$0	$0
JOHN LLODRA	TREASURER	7.00	Officer Director	$0	$0	$0
DAN VON KOHORN	TRUSTEE	3.00	Director	$0	$0	$0
HOLLY ESTES	SECRETARY/CLERK	4.00	Officer Director	$0	$0	$0
WENDY GOOD	TRUSTEE	3.00	Director	$0	$0	$0
SUSAN HUGHES	VICE PRESIDENT	7.00	Officer Director	$0	$0	$0
EDWARD MCNIERNEY	TRUSTEE	5.00	Director	$0	$0	$0
RICHARD MUEHLKE	TRUSTEE	5.00	Director	$0	$0	$0
ROBERT PINE	TRUSTEE	6.00	Director	$0	$0	$0
DAVID PITKIN	TRUSTEE	5.00	Director	$0	$0	$0
HEATHER RIELLY	TRUSTEE	5.00	Director	$0	$0	$0
MICHELLE RUBY	TRUSTEE	5.00	Director	$0	$0	$0
CHARLES VANDER LINDEN	TRUSTEE	6.00	Director	$0	$0	$0
BRIAN BETTENCOURT	TRUSTEE	5.00	Director	$0	$0	$0
KRISTEN VON CAMPE	TRUSTEE	5.00	Director	$0	$0	$0
DEBBIE HOWELL	TRUSTEE	5.00	Director	$0	$0	$0
MILENE TABORY	TRUSTEE	5.00	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	$74,131	$79,496	$6,449,216	$-5,365
2022	$91,972	$121,737	$6,425,764	$-29,765
2021	$143,056	$67,155	$6,496,220	$75,901
2020	$88,765	$70,006	$6,412,910	$18,759
2019	$53,369	$42,556	$6,377,636	$10,813
2018	$323,869	$16,331	$6,327,565	$307,538