SHENANDOAH NATIONAL PARK TRUST (EIN 208685310) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

BRETT GREENFIELD

Phone

4342932728

Tax Period

2023-10-01 to 2024-09-30

THE SHENANDOAH NATIONAL PARK TRUST, founded in 2007, is a community nonprofit in the Environment sector that reported $2.4M in total revenue in fiscal year 2017. Revenue surged 106% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 49% operating margin.

Mission

SHENANDOAH NATIONAL PARK TRUST SUPPORTS THE SHENANDOAH NATIONAL PARK THROUGH ADVOCACY AND BY RAISING FUNDS THAT PROTECT SHENANDOAH'S MAGNIFICENT NATURAL AND HISTORIC RESOURCES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,037,851

Program Service Revenue $1,849

Investment Income $149,382

Other Revenue $24,108

TOTAL REVENUE $2,213,190

Expense Breakdown

Grants Paid $664,123

Salaries & Benefits $603,695

Fundraising Expenses $185,711

Program Expenses $1,322,867

Other Expenses $351,906

TOTAL EXPENSES $1,619,724

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,213,190	$1,841,855	+0.2%
Expenses	$1,619,724	$1,509,565	+0.1%
Net Income	$593,466	$332,290	+0.8%

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

177

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

$120,355

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATTI MCGILL PETERSON	CHAIR	4.00	Officer Director	$0	$0	$0
ALISON DETUNCQ	VICE CHAIR	3.00	Officer Director	$0	$0	$0
WALTER HEEB	SECRETARY	2.00	Officer Director	$0	$0	$0
BRETT GREENFIELD	TREASURER	3.00	Officer Director	$0	$0	$0
NAN ROBERTS	TRUSTEE	2.00	Director	$0	$0	$0
CHERI WOODARD	TRUSTEE	2.00	Director	$0	$0	$0
RICK RICHMOND	TRUSTEE	2.00	Director	$0	$0	$0
NORM LAUDERMILCH	TRUSTEE	2.00	Director	$0	$0	$0
JACOB HAMPTON	TRUSTEE	2.00	Director	$0	$0	$0
JENNIFER LEECH	TRUSTEE	2.00	Director	$0	$0	$0
TEAL BAKER	TRUSTEE	2.00	Director	$0	$0	$0
CATHY DALRYMPLE	TRUSTEE	2.00	Director	$0	$0	$0
SEAN NELSON	TRUSTEE	2.00	Director	$0	$0	$0
JOHN TSCHIRKY	TRUSTEE	2.00	Director	$0	$0	$0
DOUG WARD	TRUSTEE	2.00	Director	$0	$0	$0
RAY MISHLER	TRUSTEE	2.00	Director	$0	$0	$0
KEVIN MORGAN	TRUSTEE	2.00	Director	$0	$0	$0
MARK MERRILL	TRUSTEE	2.00	Director	$0	$0	$0
JESSICA COCCIOLONE	EXECUTIVE DIRECTOR	40.00	Officer	$109,341	$11,014	$120,355

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	$2,213,190	$1,619,724	$6,595,762	$593,466
2023	$1,841,855	$1,509,565	$5,472,933	$332,290
2022	$1,314,483	$4,349,431	$4,858,820	$-3,034,948
2021	$4,680,567	$1,264,213	$8,372,453	$3,416,354
2020	$1,238,874	$1,182,305	$4,721,191	$56,569
2019	$1,260,886	$1,319,734	$4,446,755	$-58,848
2018	$2,400,233	$1,222,527	$4,437,722	$1,177,706

SHENANDOAH NATIONAL PARK TRUST