NATURAL HERITAGE TRUST (EIN 161019635) - 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

SALLY DRAKE

Phone

5184742997

Tax Period

2024-04-01 to 2025-03-31

NATURAL HERITAGE TRUST, founded in 1968, is a mid-sized nonprofit that reported $13.5M in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Expenses of $15.6M exceeded revenue, resulting in a 15% operating deficit.

Mission

THE PURPOSE OF THE TRUST IS TO SERVE AS A FOCAL POINT FOR THE RECEIPT AND ADMINISTRATION OF GIFTS, GRANTS, DEVISES AND BEQUESTS OF REAL AND PERSONAL PROPERTY TO FURTHER CONSERVATION, OUTDOOR RECREATION, HISTORIC PRESERVATION AND WATERFRONT AND COMMUNITY REVITALIZATION.

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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 $3,165,500

Program Service Revenue $8,351,851

Investment Income $1,982,223

Other Revenue $45,290

TOTAL REVENUE $13,544,864

Expense Breakdown

Grants Paid $3,499,274

Salaries & Benefits $6,061,113

Fundraising Expenses $0

Program Expenses $13,659,566

Other Expenses $6,043,993

TOTAL EXPENSES $15,604,380

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,544,864	$15,697,020	-0.1%
Expenses	$15,604,380	$16,516,691	-0.1%
Net Income	$-2,059,516	$-819,671	+1.5%

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

$374,071

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RANDY SIMONS	CHAIR	1.00	Officer Director	$0	$0	$0
WALTER MOSLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
BRYAN ERWIN	BOARD MEMBER	1.00	Director	$0	$0	$0
AMANDA LEFTON	BOARD MEMBER	1.00	Director	$0	$0	$0
SALLY DRAKE	EXECUTIVE DIRECTOR	37.50	Officer	$141,638	$49,500	$191,138
SARAH PURCELL	DEPUTY DIRECTOR/CFO	37.50	Officer	$137,045	$45,888	$182,933

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	$13,544,864	$15,604,380	$66,244,421	$-2,059,516
2024	$15,697,020	$16,516,691	$66,932,250	$-819,671
2023	$16,482,658	$16,881,811	$64,736,479	$-399,153
2022	$23,861,363	$15,430,927	$68,314,961	$8,430,436
2021	$19,975,138	$14,040,616	$62,154,743	$5,934,522
2020	$15,617,013	$12,455,893	$54,635,384	$3,161,120
2019	$20,830,302	$12,824,520	$53,733,212	$8,005,782
2018	$15,055,755	$10,198,803	$45,970,108	$4,856,952

NATURAL HERITAGE TRUST