'SCONSET TRUST INC

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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

WILLIAM HOLDING JR

Phone

5082574110

Tax Period

2023-01-01 to 2023-12-31

'SCONSET TRUST INC, founded in 1984, is a community nonprofit in the Environment sector that reported $2.2M in total revenue in fiscal year 2023. Revenue surged 88% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 71% operating margin.

Mission

CONSERVATION OF AREAS OF OPEN LAND AND PUBLIC WATER RESOURCES.

Program Service Accomplishments

Program 1

Expenses: $446,803

CONSERVATION OF AREAS OF OPEN LAND AND PUBLIC WATER RESOURCES. PRESERVATION OF THE CHARACTER OF THE VILLAGE OF SIASCONSET MA. EDUCATIONAL PROGRAMS, STUDY OF THE AREA, AND MAINTANENCE OF THE...

CONSERVATION OF AREAS OF OPEN LAND AND PUBLIC WATER RESOURCES. PRESERVATION OF THE CHARACTER OF THE VILLAGE OF SIASCONSET MA. EDUCATIONAL PROGRAMS, STUDY OF THE AREA, AND MAINTANENCE OF THE LIGHTHOUSE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,929,664

Program Service Revenue $0

Investment Income $85,418

Other Revenue $168,674

TOTAL REVENUE $2,183,756

Expense Breakdown

Grants Paid $0

Salaries & Benefits $200,749

Fundraising Expenses $32,940

Program Expenses $446,803

Other Expenses $433,109

TOTAL EXPENSES $633,858

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,183,756	$1,159,377	+0.9%
Expenses	$633,858	$858,510	-0.3%
Net Income	$1,549,898	$300,867	+4.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM HOLDING JR	PRESIDENT	1.00	Officer Director	$0	$0	$0
BARBARA BISPHAM	SECRETARY	1.00	Officer Director	$0	$0	$0
W TIMOTHY CASHMAN III	DIRECTOR	1.00	Director	$0	$0	$0
LYNN FILIPSKI	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW FREMONT-SMITH	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT FRANKLIN	DIRECTOR	1.00	Director	$0	$0	$0
DREW J GUFF	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM HANNUM III	CLERK	1.00	Officer Director	$0	$0	$0
AMANDA JACOBSON	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES CRUICE	TREASURER	1.00	Officer Director	$0	$0	$0
GREG NICHOLS	DIRECTOR	1.00	Director	$0	$0	$0
SIOBHAN O'MAHONY MOORE	DIRECTOR	1.00	Director	$0	$0	$0
ALEXANDER SEAVER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID J BROWN	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
NELL P WILSON	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER CRAMPTON	DIRECTOR	1.00	Director	$0	$0	$0
LISA BERMEL	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
SALLY S MICHLER	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN RIED	DIRECTOR	1.00	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
2023	$2,183,756	$633,858	$43,176,684	$1,549,898
2022	$1,159,377	$858,510	$40,339,621	$300,867
2021	$3,878,873	$494,332	$38,112,236	$3,384,541
2020	$692,150	$348,791	$36,343,201	$343,359
2019	$6,003,404	$748,821	$35,375,549	$5,254,583
2018	$877,970	$334,989	$29,305,754	$542,981