BETHANY LAND TRUST INC C/O PETER SIMON TREASURER (EIN 066105317) - 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

1968

Legal Domicile

Principal Officer

PETER SIMON

Phone

2033931548

Tax Period

2023-05-01 to 2024-04-30

BETHANY LAND TRUST INC C/O PETER SIMON TREASURER, founded in 1968, is a small nonprofit in the Environment sector that reported $227K in total revenue in fiscal year 2023. Revenue surged 319% from the prior year, signaling strong growth momentum. The organization ran a surplus of $194K, a strong 86% operating margin.

Mission

THE LAND TRUST PROTECTS THE RURAL CHARACTER, NATURAL DIVERSITY, SCENIC NATURAL LANDS AND AGRICULTURAL VITALITY OF BETHANY AND THE SURROUNDING COMMUNITIES BY PRESERVING LANDS WITH SIGNIFICANT CONSERVATION VALUES FOR PRESENT AND FUTURE GENERATIONS AND BY FOSTERING AN APPRECIATION AND UNDERSTANDING OF THE NATURAL ENVIRONMENT.

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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 $242,414

Program Service Revenue $0

Investment Income $-16,318

Other Revenue $500

TOTAL REVENUE $226,596

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,066

Other Expenses $32,760

TOTAL EXPENSES $32,760

Year-over-Year Comparison

	2023	2022	Change
Revenue	$226,596	$54,116	+3.2%
Expenses	$32,760	$17,471	+0.9%
Net Income	$193,836	$36,645	+4.3%

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

N/A

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
CAROL LAMBIASE	PRESIDENT	2.00	Officer Director	$0	$0	$0
W PETER SIMON JR	TREASURER	2.00	Officer Director	$0	$0	$0
JOEL NESSON	DIRECTOR	2.00	Director	$0	$0	$0
DENNIS STEPHENS	DIRECTOR	2.00	Director	$0	$0	$0
CHARLES OMAN	V PRES	2.00	Officer Director	$0	$0	$0
LINDA P FRANCOIS	DIRECTOR	2.00	Director	$0	$0	$0
ALI NORK	DIRECTOR	2.00	Director	$0	$0	$0
KERRY TRIFFIN	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT PICCIRILLO	DIRECTOR	2.00	Director	$0	$0	$0
JOHN PELLICANO	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT HARRISON	SECRETARY	2.00	Officer Director	$0	$0	$0
THOMAS ENDERS III	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL BONALDO	DIRECTOR	2.00	Director	$0	$0	$0
NORMAN COLE	DIRECTOR	2.00	Director	$0	$0	$0
EDWARD MURPHY	DIRECTOR	2.00	Director	$0	$0	$0
GEORGE ZDRU	DIRECTOR	2.00	Director	$0	$0	$0
GRACE KENNEY	DIRECTOR	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
2025	No data	No data	No data	No data
2024	$226,596	$32,760	$1,268,006	$193,836
2023	$54,116	$17,471	$1,074,170	$36,645
2022	$38,118	$12,176	$1,037,525	$25,942
2021	$82,753	$11,494	$1,011,583	$71,259
2020	$29,693	$14,903	$940,324	$14,790
2019	$98,426	$75,411	$925,534	$23,015

BETHANY LAND TRUST INC C/O PETER SIMON TREASURER