SHARON LAND TRUST INC

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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

1982

Legal Domicile

Phone

8603645137

Tax Period

2024-01-01 to 2024-12-31

SHARON LAND TRUST INC, founded in 1982, is a community nonprofit in the Environment sector that reported $3.0M in total revenue in fiscal year 2024. Revenue surged 154% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.6M, a strong 87% operating margin.

Mission

THE PURPOSE OF THE TRUST IS TO PROTECT AND CONSERVE LAND IN THE TOWN OF SHARON CT

Program Service Accomplishments

Program 1

Expenses: $296,804

LAND CONSERVATION, MAINTENANCE OF OPEN SPACE LAND PRESERVES AND ACQUISITION OF DEVELOPMENT RIGHTS TO PRESERVE 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 (2024)

Revenue Breakdown

Contributions & Grants $2,677,259

Program Service Revenue $0

Investment Income $366,279

Other Revenue $0

TOTAL REVENUE $3,043,538

Expense Breakdown

Grants Paid $0

Salaries & Benefits $156,436

Fundraising Expenses $24,993

Program Expenses $296,804

Other Expenses $245,981

TOTAL EXPENSES $402,417

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,043,538	$1,197,411	+1.5%
Expenses	$402,417	$281,002	+0.4%
Net Income	$2,641,121	$916,409	+1.9%

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

$61,802

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROLYN KLOCKER	EXECUTIVE DIRECTOR	40.00	Officer	$60,092	$1,710	$61,802
ROGER LIDDELL	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DOUGLAS RICK	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT H MATTOON	DIRECTOR	1.00	Director	$0	$0	$0
ALLEN REISER	TREASURER	8.00	Officer Director	$0	$0	$0
JILL DREW	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER DILLON	PRESIDENT	8.00	Officer Director	$0	$0	$0
PURDY EATON	SECRETARY	1.00	Director	$0	$0	$0
MEREDITH ROLLINS	DIRECTOR	1.00	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	$3,043,538	$402,417	$21,889,755	$2,641,121
2023	$1,197,411	$281,002	$19,230,295	$916,409
2022	$1,457,489	$225,490	$18,343,217	$1,231,999
2021	$437,607	$53,052	$17,179,945	$384,555
2021	$1,104,614	$201,750	$16,667,962	$902,864
2020	$194,105	$194,782	$15,461,612	$-677
2019	$352,981	$202,816	$15,372,608	$150,165
2018	$994,256	$149,270	$15,277,700	$844,986