SOUTHBURY LAND TRUST INC (EIN 060977326) - 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

1978

Legal Domicile

Principal Officer

JOSEPH RUGGIERO

Phone

2032644441

Tax Period

2024-01-01 to 2024-12-31

SOUTHBURY LAND TRUST INC, founded in 1978, is a small nonprofit in the Environment sector that reported $176K in total revenue in fiscal year 2024. Revenue fell 55% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $37K, a strong 21% operating margin.

Mission

THE PRIMARY EXEMPT PURPOSE IS THE PRESERVATION OF NATURAL RESOURCES IN SOUTHBURY, CONNECTICUT INCLUDING ASSOCIATED WATER, WOODLANDS, OPEN SPACES, AND ANIMAL AND PLANET LIFE THEREIN

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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 $158,830

Program Service Revenue $0

Investment Income $16,900

Other Revenue $133

TOTAL REVENUE $175,863

Expense Breakdown

Grants Paid $0

Salaries & Benefits $64,738

Fundraising Expenses $7,797

Program Expenses $87,586

Other Expenses $74,369

TOTAL EXPENSES $139,107

Year-over-Year Comparison

	2024	2023	Change
Revenue	$175,863	$394,077	-0.6%
Expenses	$139,107	$113,971	+0.2%
Net Income	$36,756	$280,106	-0.9%

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
JOSEPH RUGGIERO	PRESIDENT	10.00	Officer Director	$0	$0	$0
THOMAS CRIDER	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
JOHN SCHMIDT	TREASURER	5.00	Officer Director	$0	$0	$0
WILLIAM NEIL	SECRETARY	2.00	Officer Director	$0	$0	$0
DONNA CIVITELLO	TRUSTEE	2.00	Director	$0	$0	$0
EDWARD PLATT	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL MATTERA	TRUSTEE	2.00	Director	$0	$0	$0
LAURA HINE	TRUSTEE	2.00	Director	$0	$0	$0
ANNE COLBY	TRUSTEE	2.00	Director	$0	$0	$0
KEMPSHALL MCANDREW	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	$175,863	$139,107	$11,981,491	$36,756
2023	$394,077	$113,971	$11,889,436	$280,106
2022	$77,028	$99,485	$11,509,606	$-22,457
2021	$318,322	$99,586	$11,594,516	$218,736
2020	$111,148	$95,812	$11,291,746	$15,336
2019	$89,913	$101,379	$11,273,289	$-11,466
2018	$86,968	$83,982	$11,190,996	$2,986

SOUTHBURY LAND TRUST INC