Westchester Land Trust Inc (EIN 133507910) - 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

1988

Legal Domicile

Principal Officer

Kara H Whelan

Phone

9142346992

Tax Period

2024-01-01 to 2024-12-31

Westchester Land Trust Inc, founded in 1988, is a community nonprofit in the Environment sector that reported $2.2M in total revenue in fiscal year 2024. Revenue fell 43% from the prior year — a significant decline worth monitoring. Expenses of $1.9M left a modest 12% surplus.

Mission

The primary mission of the Westchester Land Trust is to conserve, maintain and enhance the natural and aesthetic environment and resources of Westchester County, eastern Putnam County and its environs.

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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 $1,755,621

Program Service Revenue $27,823

Investment Income $437,594

Other Revenue $-44,892

TOTAL REVENUE $2,176,146

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,105,715

Fundraising Expenses $195,919

Program Expenses $1,409,831

Other Expenses $813,604

TOTAL EXPENSES $1,919,319

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,176,146	$3,848,710	-0.4%
Expenses	$1,919,319	$3,614,056	-0.5%
Net Income	$256,827	$234,654	+0.1%

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

130

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
Bruce Churchill	Chair	2.00	Officer Director	$0	$0	$0
Joe Edgar	Treasurer	1.00	Officer Director	$0	$0	$0
David Ansel	Director	0.50	Director	$0	$0	$0
Clifford H Aronson	Director	0.50	Director	$0	$0	$0
Christopher Boege	Director	0.50	Director	$0	$0	$0
Dina Dublon	Director	0.50	Director	$0	$0	$0
Chantel McGee	Director	0.50	Director	$0	$0	$0
Lee Manning-Vogelstein	Director	0.50	Director	$0	$0	$0
Gary Perusse	Director	0.50	Director	$0	$0	$0
Offutt A Porter	Director	0.50	Director	$0	$0	$0
Norma Silva	Director	0.50	Director	$0	$0	$0
Jennifer Schwartz	Director	0.50	Director	$0	$0	$0
Carine Verschueren	Director	0.50	Director	$0	$0	$0
Tony Freund	Director	0.50	Director	$0	$0	$0
Dr Diana Williams	Director	0.50	Director	$0	$0	$0
Matt Young	Director	0.50	Director	$0	$0	$0
Nanette Bourne	Vice Chair	1.00	Officer Director	$0	$0	$0
Michael Sheerin	Director	0.50	Director	$0	$0	$0
Dave Tobias	Director	0.50	Director	$0	$0	$0
Amy Fergusen	Secretary	1.00	Officer Director	$0	$0	$0
Nancy Karch	Director	1.00	Director	$0	$0	$0
Bruce Ward	Director	1.00	Director	$0	$0	$0
Kara H Whelan	President	40.00	Officer	$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	$2,176,146	$1,919,319	$27,269,531	$256,827
2023	$3,848,710	$3,614,056	$26,549,146	$234,654
2022	$3,275,102	$2,014,128	$26,052,642	$1,260,974
2021	$3,018,345	$2,589,436	$25,402,235	$428,909
2020	$1,127,131	$1,150,441	$24,808,835	$-23,310
2019	$3,415,545	$1,252,377	$23,366,557	$2,163,168
2018	$3,443,124	$3,150,747	$20,521,342	$292,377

Westchester Land Trust Inc