CONSERVATION CONSULTANTS INC (EIN 251339240) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

CONSERVATION CONSULTANTS INC