LOWER SUSQUEHANNA HERITAGE GREENWA… - Form 990 Financial Data

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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

1997

Legal Domicile

Principal Officer

ALLEN FAIR

Phone

4104572482

Tax Period

2023-07-01 to 2024-06-30

LOWER SUSQUEHANNA HERITAGE GREENWAY INC, founded in 1997, is a small nonprofit in the Environment sector that reported $218K in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $201K left a modest 8% surplus.

Mission

EDUCATIONAL AND CHARITABLE PURPOSES WHICH ENRICHES THE QUALITY OF LIFE IN LOWER SUSQUEHANNA RIVER VALLEY THROUGH CONSERVING THE CULTURAL HERITAGE, LIVING RESOURCES AND NATURAL FEATURES OF THE AREA; ENCOURAGING A GREATER UNDERSTANDING OF THE REGION'S NATURAL, CULTURAL AND RECREATIONAL ATTRIBUTES; AND THE CREATION OF AN OPEN SPACE NETWORK WHICH WILL PROVIDE LINKS BETWEEN DIFFERENT RECREATIONAL AND OPEN SPACE AREAS.

Program Service Accomplishments

Program 1

Expenses: $195,234

DEVELOP MANAGEMENT PLAN TO TARGET AND PROMOTE THE HERITAGE CULTURE OF THE SUSQUEHANNA GREENWAY FOR THE CITIZENS OF HARFORD AND CECIL COUNTIES

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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 $217,862

Program Service Revenue $0

Investment Income $14

Other Revenue $0

TOTAL REVENUE $217,876

Expense Breakdown

Grants Paid $0

Salaries & Benefits $133,365

Fundraising Expenses $0

Program Expenses $195,234

Other Expenses $67,947

TOTAL EXPENSES $201,312

Year-over-Year Comparison

	2023	2022	Change
Revenue	$217,876	$171,446	+0.3%
Expenses	$201,312	$170,682	+0.2%
Net Income	$16,564	$764	+20.7%

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
DIANNA BATTAGLIA	TRUSTEE	2.00	Officer	$0	$0	$0
BRIGITTE CARTY	EXECUTIVE DI	40.00	Officer	$0	$0	$0
SARAH COLENDA	VICE PRESIDE	2.00	Officer	$0	$0	$0
ALLEN FAIR	PRESIDENT	2.00	Officer	$0	$0	$0
JANET GLEISNER	TECHNICAL AD	2.00	Officer	$0	$0	$0
JOHN NARVELL	TRUSTEE	2.00	Officer	$0	$0	$0
VICKY RINKERMAN	TRUSTEE	2.00	Officer	$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	$217,876	$201,312	$221,294	$16,564
2023	$171,446	$170,682	$204,728	$764
2022	$175,894	$199,503	$209,326	$-23,609
2021	$190,026	$153,826	$229,793	$36,200
2020	$255,673	$167,575	$191,164	$88,098
2019	$147,001	$72,039	$107,383	$74,962

LOWER SUSQUEHANNA HERITAGE GREENWAY INC