BELLE ISLE CONSERVANCY (EIN 237348118) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year

1973

Legal Domicile

Principal Officer

MAUD LYON

Phone

3133317760

Tax Period

2023-01-01 to 2023-12-31

BELLE ISLE CONSERVANCY, founded in 1973, is a community nonprofit in the Community Improvement sector that reported $3.0M in total revenue in fiscal year 2023. Revenue fell 36% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $697K, a strong 23% operating margin.

Mission

FORM 990 - ORGANIZATION'S MISSION THE MISSION OF THE BELLE ISLE CONSERVANCY (THE ORGANIZATION) IS TO PROTECT, PRESERVE, RESTORE, AND ENHANCE THE NATURAL ENVIRONMENT, HISTORIC STRUCTURES AND UNIQUE CHARACTER OF BELLE ISLE AS A PUBLIC PARK FOR THE ENJOYMENT OF ALL - NOW AND FOREVER. THE ORGANIZATION STRIVES TO BRING PRIVATE SUPPORT TO BELLE ISLE, AND WORKS CLOSELY WITH ALL LEVELS OF GOVERNMENT, MAKING FOR A UNIQUE PUBLIC PRIVATE PARTNERSHIP ON BEHALF OF THE PARK. WORKING WITH A LEGION OF VOLUNTEERS AND GENEROUS DONORS, THE ORGANIZATION HAS SUCCESSFULLY RENOVATED THE HISTORIC HORSE STABLES ROOF, UPGRADED AMENITIES AT SUNSET POINT, REOPENED THE BELLE ISLE AQUARIUM, SUPPORTED SPECIAL PROJECTS AND IMPROVEMENTS AT THE CONSERVATORY, RESTORED MONUMENTS, RAISED MATCHING DOLLARS FOR VARIOUS GRANTS AND CAPITAL IMPROVEMENTS ACROSS THE PARK, ORGANIZED THOUSANDS OF VOLUNTEERS TO TACKLE INVASIVE SPECIES AT THAT PARK AND TO KEEP THE PARK AND ITS WATERWAYS FREE OF LITTER, PROVIDED PROGRAMMING OPPORTUNIT

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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 $2,539,500

Program Service Revenue $0

Investment Income $114,222

Other Revenue $344,429

TOTAL REVENUE $2,998,151

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,307,120

Fundraising Expenses $425,145

Program Expenses $1,400,881

Other Expenses $994,210

TOTAL EXPENSES $2,301,330

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,998,151	$4,661,988	-0.4%
Expenses	$2,301,330	$4,561,359	-0.5%
Net Income	$696,821	$100,629	+5.9%

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

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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

1722

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

$174,810

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELE HODGES	PRESIDENT EN	40.00	Officer	$148,822	$25,988	$174,810
SUMMER RITNER	COO	40.00	Highest	$140,669	$6,228	$146,897
KATY LABARRIE	C D O	40.00	Highest	$140,669	$6,364	$147,033
DR SHAUNA RYDER DIGGS	DIRECTOR	2.00	Director	$0	$0	$0
DAWN BILOBRAN	DIRECTOR END	2.00	Director	$0	$0	$0
ALLAN NACHMAN	DIRECTOR	2.00	Director	$0	$0	$0
JON COTTON	DIRECTOR END	2.00	Director	$0	$0	$0
EVETTE GRIFFIE	DIRECTOR	2.00	Director	$0	$0	$0
PETER GHAFARI	DIRECTOR	2.00	Director	$0	$0	$0
GARY MAROWSKE	DIRECTOR	2.00	Director	$0	$0	$0
HAROLD GARLING JR	DIRECTOR	2.00	Director	$0	$0	$0
KATHERINE KERWIN	DIRECTOR	2.00	Director	$0	$0	$0
SHANI PENN	DIRECTOR DEC	2.00	Director	$0	$0	$0
JOYA HARRIS	DIRECTOR	2.00	Director	$0	$0	$0
MEAGAN DUNN	DIRECTOR	2.00	Director	$0	$0	$0
ROBIN HELLER	DIRECTOR	2.00	Director	$0	$0	$0
SOLOMON W KINLOCH	DIRECTOR	2.00	Director	$0	$0	$0
TERRI MIAL	DIRECTOR	2.00	Director	$0	$0	$0
COLLEEN ROBAR	DIRECTOR	2.00	Director	$0	$0	$0
JASON VELEZ	DIRECTOR	2.00	Director	$0	$0	$0
DAVID BELL JR	DIRECTOR	2.00	Director	$0	$0	$0
DIANE DOSSIN	DIRECTOR	2.00	Director	$0	$0	$0
NICHOLAI SCHULTZ	DIRECTOR	2.00	Director	$0	$0	$0
RON OLSON	DIRECTOR	2.00	Director	$0	$0	$0
GABRIEL VALLE	DIRECTOR	2.00	Director	$0	$0	$0
NANCY VELLA	CHAIR	2.00	Officer Director	$0	$0	$0
MAUD LYON	INTERIM PRES	2.00	Officer Director	$0	$0	$0
AUDREY HARVEY	TREASURER	2.00	Officer Director	$0	$0	$0
SEAN MORAN	SECRETARY	2.00	Officer Director	$0	$0	$0
ANDREA DICKSON	DIRECTOR STA	2.00	Director	$0	$0	$0
JEHAN CRUMP-GIBSON	DIRECTOR STA	2.00	Director	$0	$0	$0
TODD SACHSE	DIRECTOR STA	2.00	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	$2,998,151	$2,301,330	$4,307,955	$696,821
2022	$4,661,988	$4,561,359	$3,474,122	$100,629
2021	$2,539,581	$2,993,241	$3,309,789	$-453,660
2020	$2,134,992	$3,933,155	$4,140,311	$-1,798,163
2019	$3,581,021	$2,687,494	$5,537,481	$893,527
2018	$5,751,377	$3,351,667	$4,681,026	$2,399,710

BELLE ISLE CONSERVANCY