THE WESTERLY LAND TRUST (EIN 222864907) - 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

1987

Legal Domicile

Principal Officer

NICHOLAS STAHL

Phone

4013152610

Tax Period

2024-01-01 to 2024-12-31

THE WESTERLY LAND TRUST, founded in 1987, is a community nonprofit that reported $3.9M in total revenue in fiscal year 2024. Revenue surged 347% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.9M, a strong 50% operating margin.

Mission

THE WESTERLY LAND TRUST CONSERVES OPEN SPACE, REVITALIZES CULTURALLY SIGNIFICANT PROPERTIES AND PROVIDES ENVIRONMENTAL PROGRAMS FOR THE ENDURING BENEFIT OF OUR COMMUNITY.

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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 $2,302,004

Program Service Revenue $77,700

Investment Income $1,499,621

Other Revenue $3,205

TOTAL REVENUE $3,882,530

Expense Breakdown

Grants Paid $0

Salaries & Benefits $437,066

Fundraising Expenses $125,601

Program Expenses $1,715,507

Other Expenses $1,518,105

TOTAL EXPENSES $1,955,171

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,882,530	$868,946	+3.5%
Expenses	$1,955,171	$855,532	+1.3%
Net Income	$1,927,359	$13,414	+142.7%

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

100

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

$130,681

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL MCKENDREE	DIRECTOR	2.00	Director	$0	$0	$0
DAVE HANNON	SECRETARY	2.00	Officer Director	$0	$0	$0
DAVID RATHBUN	DIRECTOR	2.00	Director	$0	$0	$0
DONNA ANDERSON	DIRECTOR	2.00	Director	$0	$0	$0
GAIL MALLARD	VICE PRESIDENT FOR ACQUISITIONS	4.00	Officer Director	$0	$0	$0
GERRY GORMAN	TREASURER	4.00	Officer Director	$0	$0	$0
JEFFREY WALKER	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER BRINTON	DIRECTOR	2.00	Director	$0	$0	$0
JOSEPH MICELI	DIRECTOR	2.00	Director	$0	$0	$0
KATE SMITH	DIRECTOR	2.00	Director	$0	$0	$0
LINDA GRIFFIN	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
NICHOLAS J STAHL	PRESIDENT	6.00	Officer Director	$0	$0	$0
POLLY CHORLTON	DIRECTOR	2.00	Director	$0	$0	$0
STEPHANIE RAIA	DIRECTOR	2.00	Director	$0	$0	$0
STEVE RUZZO	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER FUSCO	EXECUTIVE DIRECTOR	48.00	Officer	$128,750	$1,931	$130,681

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	$3,882,530	$1,955,171	$7,674,596	$1,927,359
2023	$868,946	$855,532	$8,586,549	$13,414
2022	$1,004,301	$1,172,433	$8,768,262	$-168,132
2021	$860,827	$663,621	$8,921,926	$197,206
2020	$849,186	$634,643	$8,811,023	$214,543
2019	$762,108	$575,814	$8,540,000	$186,294
2018	$1,512,688	$698,362	$8,482,933	$814,326

THE WESTERLY LAND TRUST