CONSERVATION CONSULTANTS 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

1978

Legal Domicile

Principal Officer

STEVE HELLNER-BURRIS

Phone

4122472700

Tax Period

2019-07-01 to 2020-06-30

CONSERVATION CONSULTANTS INC, founded in 1978, is a small nonprofit that reported $805K in total revenue in fiscal year 2019. Revenue fell 84% from the prior year — a significant decline worth monitoring. Expenses of $2.0M exceeded revenue, resulting in a 153% operating deficit.

Mission

TO HELP FAMILIES, SMALL BUSINESS OWNERS, AND COMMUNITIES CREATE HEALTHIER HOMES, SHOPS, AND NEIGHBORHOODS AS THEY GET ENERGY SMARTER.

Program Service Accomplishments

Program 1

Expenses: $850,800 Revenue: $850,800

UTILITY PROGRAMS: ASSIST UTILITY COMPANIES IN HELPING THEIR LOW-INCOME CUSTOMERS TO CONSERVE ELECTRICITY, GAS, AND WATER. PROGRAMS OFFER EDUCATION AND ENERGY REDUCTION SERVICES TO ELIGIBLE...

UTILITY PROGRAMS: ASSIST UTILITY COMPANIES IN HELPING THEIR LOW-INCOME CUSTOMERS TO CONSERVE ELECTRICITY, GAS, AND WATER. PROGRAMS OFFER EDUCATION AND ENERGY REDUCTION SERVICES TO ELIGIBLE INDIVIDUALS. THE ORGANIZATION CONTRACTED WITH UTILITY COMPANIES FROM JULY 1, 2019 THROUGH JUNE 30, 2020 AND VISITED 988 HOUSEHOLDS.

Program 2

Expenses: $659,956 Revenue: $275,899

OTHER CONSERVATION PROGRAMS: THE ORGANIZATION OPERATED NUMEROUS SMALLER PROGRAMS DURING THE YEAR, INCLUDING MARKETING PROJECTS TO ENCOURAGE MORE SALES OF HOME ENERGY AUDITING SERVICES AND RESOURCE...

OTHER CONSERVATION PROGRAMS: THE ORGANIZATION OPERATED NUMEROUS SMALLER PROGRAMS DURING THE YEAR, INCLUDING MARKETING PROJECTS TO ENCOURAGE MORE SALES OF HOME ENERGY AUDITING SERVICES AND RESOURCE CONSERVATION CONSULTING AND EDUCATION.

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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 (2019)

Revenue Breakdown

Contributions & Grants $5,277

Program Service Revenue $1,126,299

Investment Income $-337,130

Other Revenue $10,663

TOTAL REVENUE $805,109

Expense Breakdown

Grants Paid $0

Salaries & Benefits $656,345

Fundraising Expenses $8,398

Program Expenses $1,510,756

Other Expenses $1,379,727

TOTAL EXPENSES $2,036,072

Year-over-Year Comparison

	2019	2018	Change
Revenue	$805,109	$4,910,664	-0.8%
Expenses	$2,036,072	$4,851,429	-0.6%
Net Income	$-1,230,963	$59,235	-21.8%

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

$85,952

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE MORITZ	PRESIDENT	3.00	Officer Director	$0	$0	$0
CAROL MCKAY	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
MATT MEHALIK	TREASURER	3.00	Officer Director	$0	$0	$0
JOSEPH FREUDENBERG	SECRETARY	3.00	Officer Director	$0	$0	$0
STEVE ALBERT	DIRECTOR	2.00	Director	$0	$0	$0
PHYLLIS BARBER	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH FRIES	DIRECTOR	2.00	Director	$0	$0	$0
SHANE GASTECKI	DIRECTOR	2.00	Director	$0	$0	$0
BILL MILLER	DIRECTOR	2.00	Director	$0	$0	$0
BRANDON NICHOLSON	DIRECTOR	2.00	Director	$0	$0	$0
ERIKA STRASSBURGER	DIRECTOR	2.00	Director	$0	$0	$0
JEANEEN ZAPPA	EXECUTIVE DIRECTOR	40.00	Officer	$85,177	$775	$85,952

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
2020	$805,109	$2,036,072	$941,687	$-1,230,963
2019	$4,910,664	$4,851,429	$2,269,007	$59,235
2018	$6,783,815	$6,625,007	$2,377,174	$158,808