HARVARD CONSERVATION TRUST (EIN 237305157) - 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

1973

Legal Domicile

Principal Officer

GINA ASHE

Phone

9784569292

Tax Period

2023-01-01 to 2023-12-31

HARVARD CONSERVATION TRUST, founded in 1973, is a community nonprofit in the Environment sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 125% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.0M, a strong 66% operating margin.

Mission

TO PRESERVE THE UNIQUE CHARACTER AND NATURAL RESOURCES OF HARVARD.

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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 $1,555,238

Program Service Revenue $0

Investment Income $-17,612

Other Revenue $0

TOTAL REVENUE $1,537,626

Expense Breakdown

Grants Paid $0

Salaries & Benefits $44,027

Fundraising Expenses $22,440

Program Expenses $389,593

Other Expenses $482,589

TOTAL EXPENSES $526,616

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,537,626	$684,698	+1.2%
Expenses	$526,616	$164,163	+2.2%
Net Income	$1,011,010	$520,535	+0.9%

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

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
MICHAEL MORTON	PRESIDENT	15.00	Officer Director	$0	$0	$0
GINA ASHE	VICE PRESIDE	15.00	Officer Director	$0	$0	$0
SHANNON KELLEY	TREASURER	15.00	Officer Director	$0	$0	$0
ABBE ALPERT	CLERK	15.00	Officer Director	$0	$0	$0
DAVID BURNEY	TRUSTEE	10.00	Director	$0	$0	$0
MATTHEW CRONIN	TRUSTEE	10.00	Director	$0	$0	$0
DR ROBERT DOUGLAS	TRUSTEE	10.00	Director	$0	$0	$0
PETER FOLEY	TRUSTEE	10.00	Director	$0	$0	$0
ANYA KANE	TRUSTEE	10.00	Director	$0	$0	$0
WILLIAM KEMEZA	TRUSTEE	10.00	Director	$0	$0	$0
JOHN LEE	TRUSTEE	10.00	Director	$0	$0	$0
MARGARET COYLE NESTLER	TRUSTEE	10.00	Director	$0	$0	$0
ETHAN PRIDE	TRUSTEE	10.00	Director	$0	$0	$0
LYNN THORNTON	TRUSTEE	10.00	Director	$0	$0	$0
BEN URQUHART	TRUSTEE	10.00	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	$1,537,626	$526,616	$12,029,204	$1,011,010
2022	$684,698	$164,163	$10,657,177	$520,535
2021	$830,678	$83,763	$10,779,000	$746,915
2021	$830,678	$83,763	$10,779,653	$746,915
2020	$971,649	$155,992	$10,015,742	$815,657
2020	$377,118	$164,310	$9,407,892	$212,808
2019	$261,033	$154,699	$8,891,887	$106,334
2018	$500,395	$149,634	$8,245,242	$350,761

HARVARD CONSERVATION TRUST