OAK HERITAGE CONSERVANCY INC (EIN 270042193) - 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

2002

Legal Domicile

Principal Officer

KATE JOHNSON

Phone

8128013663

Tax Period

2024-01-01 to 2024-12-31

OAK HERITAGE CONSERVANCY INC, founded in 2002, is a small nonprofit that reported $115K in total revenue in fiscal year 2024. The organization ran a surplus of $72K, a strong 62% operating margin.

Mission

PRESERVATION OF FARM LAND & NATURAL HABITATS

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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 $85,925

Program Service Revenue $0

Investment Income $28,555

Other Revenue $957

TOTAL REVENUE $115,437

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,530

Fundraising Expenses $4,306

Program Expenses $25,486

Other Expenses $22,275

TOTAL EXPENSES $43,805

Year-over-Year Comparison

	2024	2023	Change
Revenue	$115,437	$114,255	+0.0%
Expenses	$43,805	$104,283	-0.6%
Net Income	$71,632	$9,972	+6.2%

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

$20,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACK SUTTON	EXECUTIVE DI	15.00	Director	$20,000	$0	$20,000
JASON BROWNKNIGHT	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY ENGELKING	BOARD MEMBER	1.00	Director	$0	$0	$0
SARA HARE	TREASURER	5.00	Officer Director	$0	$0	$0
KATE JOHNSON	PRESIDENT	5.00	Officer Director	$0	$0	$0
HEIDI POTTER	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMIE SCHANTZ	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
GREG SCHNEIDER	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD STOLL	MEMBERSHIP C	5.00	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
2025	No data	No data	No data	No data
2024	$115,437	$43,805	$3,369,396	$71,632
2023	$114,255	$104,283	$3,297,764	$9,972
2022	$102,352	$108,584	$3,288,452	$-6,232
2021	$187,342	$65,445	$3,294,024	$121,897
2020	$455,130	$55,081	$3,237,700	$400,049
2019	$63,806	$74,838	$2,772,074	$-11,032
2018	$262,505	$40,042	$2,783,106	$222,463

OAK HERITAGE CONSERVANCY INC