MONTEZUMA LAND CONSERVANCY (EIN 311632961) - 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

1998

Legal Domicile

Principal Officer

BELINDA PLATTS

Phone

9705651664

Tax Period

2023-01-01 to 2023-12-31

MONTEZUMA LAND CONSERVANCY, founded in 1998, is a small nonprofit in the Environment sector that reported $784K in total revenue in fiscal year 2023. Revenue fell 43% from the prior year — a significant decline worth monitoring. Net assets of $3.4M represent 52 months of operating reserves.

Mission

CHANGING LIVES THROUGH LAND CONSERVATION BY CONNECTING PEOPLE TO PLACE, FOREVER.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $576,880

Program Service Revenue $137,087

Investment Income $68,083

Other Revenue $2,156

TOTAL REVENUE $784,206

Expense Breakdown

Grants Paid $5,600

Salaries & Benefits $530,229

Fundraising Expenses $25,393

Program Expenses $748,026

Other Expenses $305,708

TOTAL EXPENSES $841,537

Year-over-Year Comparison

	2023	2022	Change
Revenue	$784,206	$1,374,933	-0.4%
Expenses	$841,537	$781,873	+0.1%
Net Income	$-57,331	$593,060	-1.1%

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

$81,194

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE FURI	DIRECTOR	2.00	Director	$0	$0	$0
BELINDA PLATTS	PRESIDENT	2.00	Officer Director	$0	$0	$0
LAURIE WEBSTER	DIRECTOR	2.00	Director	$0	$0	$0
ERIC LUDEMANN	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT GARLID	DIRECTOR	2.00	Director	$0	$0	$0
ROBBY HENES	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
TERRY SCHUPP	DIRECTOR	2.00	Director	$0	$0	$0
HEIDI STELTZER	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS GIANGRECO	DIRECTOR	2.00	Director	$0	$0	$0
TRAVIS CUSTER	EXECUTIVE DIRECTOR	40.00	Officer	$81,194	$0	$81,194

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	$784,206	$841,537	$3,407,485	$-57,331
2022	$1,374,933	$781,873	$3,361,313	$593,060
2021	$789,179	$648,749	$3,089,104	$140,430
2020	$773,759	$492,624	$2,935,920	$281,135
2019	$503,354	$448,331	$2,397,684	$55,023
2018	$592,760	$416,798	$2,230,880	$175,962
2018	$592,760	$416,798	$2,230,880	$175,962

MONTEZUMA LAND CONSERVANCY