EDWARD L ROSE CONSERVANCY INC (EIN 222517879) - 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

1984

Legal Domicile

Principal Officer

Thomas Stoll

Phone

5704320162

Tax Period

2024-06-01 to 2025-05-31

EDWARD L ROSE CONSERVANCY INC, founded in 1984, is a small nonprofit in the Environment sector that reported $776K in total revenue in fiscal year 2024. The organization ran a surplus of $701K, a strong 90% operating margin.

Mission

To preserve natural resources through land and easement acquisition, water and soil conservation, wildlife sanctuary and refuge, and the preservation of scenic beauty.

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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 $40,985

Program Service Revenue $0

Investment Income $226,319

Other Revenue $508,818

TOTAL REVENUE $776,122

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $71,256

Other Expenses $75,044

TOTAL EXPENSES $75,044

Year-over-Year Comparison

	2024	2023	Change
Revenue	$776,122	$783,388	0.0%
Expenses	$75,044	$38,302	+1.0%
Net Income	$701,078	$745,086	-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

N/A

Volunteers

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
Anne Butler	Director	5.00	Director	$0	$0	$0
Kate Fitzgerald	Director	5.00	Director	$0	$0	$0
James F Haley Jr	Director	5.00	Director	$0	$0	$0
Claire Woidt	Director	5.00	Director	$0	$0	$0
Johannah Barry	Director	5.00	Director	$0	$0	$0
Wendy Neuberger	Director	5.00	Director	$0	$0	$0
Keith A Oberg	President	5.00	Officer Director	$0	$0	$0
William Fischer	Vice President	5.00	Officer Director	$0	$0	$0
Scott Heckman	Secretary	5.00	Officer Director	$0	$0	$0
Thomas Stoll	Treasurer	5.00	Officer 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	$776,122	$75,044	$2,297,248	$701,078
2024	$772,651	$91,068	$1,791,704	$681,583
2024	$783,388	$38,302	$1,582,239	$745,086
2023	$56,141	$109,494	$1,086,468	$-53,353
2022	$37,344	$39,558	$1,139,600	$-2,214
2021	$83,258	$38,346	$1,141,851	$44,912
2020	$82,825	$67,452	$1,093,129	$15,373
2019	$104,651	$62,424	$1,079,937	$42,227

EDWARD L ROSE CONSERVANCY INC