THE SOUTHLANDS FOUNDATION (EIN 222515078) - 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

1983

Legal Domicile

Principal Officer

KATHY MCGETTRICK

Phone

8458764862

Tax Period

2024-01-01 to 2024-12-31

THE SOUTHLANDS FOUNDATION, founded in 1983, is a small nonprofit that reported $927K in total revenue in fiscal year 2024. Expenses of $1.1M exceeded revenue, resulting in a 21% operating deficit.

Mission

TO CONNECT PEOPLE, ANIMALS, AND NATURE THROUGH EDUCATION, CONSERVATION, AND OUTDOOR RECREATION, WHILE FOSTERING A RESPECT FOR THE 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 (2024)

Revenue Breakdown

Contributions & Grants $130,425

Program Service Revenue $625,860

Investment Income $148,133

Other Revenue $22,740

TOTAL REVENUE $927,158

Expense Breakdown

Grants Paid $0

Salaries & Benefits $441,756

Fundraising Expenses $33,053

Program Expenses $956,383

Other Expenses $679,297

TOTAL EXPENSES $1,121,053

Year-over-Year Comparison

	2024	2023	Change
Revenue	$927,158	$938,358	0.0%
Expenses	$1,121,053	$1,018,211	+0.1%
Net Income	$-193,895	$-79,853	+1.4%

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

$52,565

Total Directors

$52,565

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW MONEYPENNY	EXECUTIVE DIRECTOR	40.00	Officer Director	$52,565	$0	$52,565
JACOB LEACH	PRESIDENT	2.00	Officer Director	$0	$0	$0
LIZ GOLDEN HILTON	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
SUZANNE BATTENFELD	TREASURER	2.00	Officer Director	$0	$0	$0
CATHLEEN TOBIN	SECRETARY	2.00	Officer Director	$0	$0	$0
KATHLEEN KOLLAR	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL LANCTO	DIRECTOR	2.00	Director	$0	$0	$0
KATHY ZITZ	DIRECTOR	2.00	Director	$0	$0	$0
DEBBIE BEATRICE	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
2024	No data	No data	No data	No data
2024	$927,158	$1,121,053	$4,802,409	$-193,895
2023	$938,358	$1,018,211	$4,740,188	$-79,853
2022	$884,888	$1,060,548	$4,601,024	$-175,660
2021	$1,088,998	$1,038,876	$5,338,873	$50,122
2020	$992,551	$977,515	$5,133,706	$15,036
2019	$873,178	$1,074,642	$4,811,201	$-201,464
2018	$909,435	$1,024,274	$4,714,125	$-114,839

THE SOUTHLANDS FOUNDATION