BLUE HILL HERITAGE TRUST

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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

1985

Legal Domicile

Principal Officer

HANNAH WEBBER

Phone

2073745118

Tax Period

2023-01-01 to 2023-12-31

BLUE HILL HERITAGE TRUST, founded in 1985, is a community nonprofit in the Environment sector that reported $2.7M in total revenue in fiscal year 2023. Revenue surged 143% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 55% operating margin.

Mission

TO LEAD IN CONSERVING LAND, WATER, AND WILDLIFE HABITAT ON THE GREATER BLUE HILL PENINSULA; TO TEACH AND PRACTICE A STEWARDSHIP ETHIC; AND, TO PROMOTE ECOLOGICAL, ECONOMIC, AND COMMUNITY HEALTH FOR THIS AND FUTURE GENERATIONS.

Program Service Accomplishments

Program 1

Expenses: $817,476

THE ORGANIZATION WORKED TO 1) PROTECT VALUABLE CONSERVATION LAND FOR THE BENEFIT OF THE HUMAN AND NATURAL COMMUNITIES OF THE REGION 2) MONITORED ITS 73 EASEMENT PROPERTIES (3,815 ACRES) AND...

THE ORGANIZATION WORKED TO 1) PROTECT VALUABLE CONSERVATION LAND FOR THE BENEFIT OF THE HUMAN AND NATURAL COMMUNITIES OF THE REGION 2) MONITORED ITS 73 EASEMENT PROPERTIES (3,815 ACRES) AND MAINTAINED RELATIONSHIPS WITH CURRENT OWNERS 3) MANAGED THE 8,655 ACRES OF CONSERVATION LAND OWNED BY THE TRUST, FOR THE PRESERVATION OF CONSERVATION VALUE 4) MAINTAINED PUBLIC ACCESS ON 27 MILES OF TRAILS AND MULTIPLE SHORELINE ACCESS POINTS 5) SERVED ITS COMMUNITIES BY OFFERING FREE AND PUBLIC EDUCATIONAL PROGRAMS, FOR BOTH CHILDREN AND ADULTS.

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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 $2,419,864

Program Service Revenue $0

Investment Income $179,279

Other Revenue $50,926

TOTAL REVENUE $2,650,069

Expense Breakdown

Grants Paid $0

Salaries & Benefits $612,884

Fundraising Expenses $88,658

Program Expenses $817,476

Other Expenses $571,587

TOTAL EXPENSES $1,184,471

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,650,069	$1,091,423	+1.4%
Expenses	$1,184,471	$1,060,493	+0.1%
Net Income	$1,465,598	$30,930	+46.4%

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

120

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

$107,318

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HANNAH WEBBER	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARCIA MCKEAGUE	TREASURER	2.00	Officer Director	$0	$0	$0
NORMAN ALT	DIRECTOR	1.00	Director	$0	$0	$0
PETER CLAPP	DIRECTOR	1.00	Director	$0	$0	$0
RANDY CURTIS	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE HURVITT	SECRETARY	1.00	Officer Director	$0	$0	$0
SARAH JAFFRAY KING	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
BROOKE PARISH	DIRECTOR	1.00	Director	$0	$0	$0
BRENDON REAY	DIRECTOR	1.00	Director	$0	$0	$0
KATE TOMKINS	DIRECTOR	1.00	Director	$0	$0	$0
HANS CARLSON	EXECUTIVE DI	40.00	Officer	$104,618	$2,700	$107,318
JOHN BOIT	DIRECTOR	1.00	Director	$0	$0	$0
RUTH RYAN	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	$2,650,069	$1,184,471	$17,598,403	$1,465,598
2022	$1,091,423	$1,060,493	$15,834,216	$30,930
2021	$1,843,043	$764,119	$16,485,936	$1,078,924
2020	$2,404,956	$634,831	$14,927,733	$1,770,125
2019	$924,066	$705,599	$13,005,975	$218,467
2018	$2,452,181	$604,780	$12,388,047	$1,847,401