PHILANDER CHASE CONSERVANCY (EIN 311711213) - 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

2000

Legal Domicile

Principal Officer

AMY HENRICKSEN

Phone

7404275181

Tax Period

2023-07-01 to 2024-06-30

PHILANDER CHASE CONSERVANCY, founded in 2000, is a community nonprofit in the Education sector that reported $2.2M in total revenue in fiscal year 2023. Revenue surged 245% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 82% operating margin.

Mission

TO PROTECT THE NATURAL BEAUTY OF FARMS, WOODLANDS, WATERS AND OPEN SPACES SURROUNDING KENYON COLLEGE AND TO PRESERVE THE RURAL CHARACTER OF THE REGION AT LARGE.

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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 $2,267,484

Program Service Revenue $36,724

Investment Income $-67,575

Other Revenue $0

TOTAL REVENUE $2,236,633

Expense Breakdown

Grants Paid $0

Salaries & Benefits $237,754

Fundraising Expenses $8,844

Program Expenses $390,378

Other Expenses $172,913

TOTAL EXPENSES $410,667

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,236,633	$649,206	+2.4%
Expenses	$410,667	$367,935	+0.1%
Net Income	$1,825,966	$281,271	+5.5%

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

N/A

Volunteers

N/A

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

$782,496

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD S ALPER	TRUSTEE	1.00	Director	$0	$0	$0
SAM BARONE	TRUSTEE	1.00	Director	$0	$0	$0
CATHERINE BROADHEAD	TRUSTEE	1.00	Director	$0	$0	$0
LISA CONEY	TRUSTEE	1.00	Director	$0	$0	$0
KATHY DECOSTER	TRUSTEE	1.00	Director	$0	$0	$0
LINDA D FINDLAY	TRUSTEE	1.00	Director	$0	$0	$0
ANNE C GRIFFIN	TRUSTEE	1.00	Director	$0	$0	$0
MEREDITH C MOORE	TRUSTEE	1.00	Director	$0	$0	$0
NEIL MORTINE	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT G SYKES	TRUSTEE	1.00	Director	$0	$0	$0
J WOLFE TONE	TRUSTEE	1.00	Director	$0	$0	$0
GARRICK VANCE	TRUSTEE	1.00	Director	$0	$0	$0
WENDY WEBSTER	TRUSTEE	1.00	Director	$0	$0	$0
ZALI WIN	TRUSTEE	1.00	Director	$0	$0	$0
BILL J YOST	TRUSTEE	1.00	Director	$0	$0	$0
KHARA STRUM	DIRECTOR	40.00	Officer	$113,057	$15,819	$128,876
JILL SHRIVER	OFFICE MANAGER	40.00	Officer	$43,277	$30,903	$74,180
JULIE KORNFELD	PRESIDENT(BEG.10/23)	1.00	Officer	$0	$28,582	$190,265
JEFF BOWMAN	ACTING PRESIDENT(THROUGH 9/23)	1.00	Officer	$0	$45,241	$389,175

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	$2,236,633	$410,667	$6,746,805	$1,825,966
2023	$649,206	$367,935	$5,005,521	$281,271
2022	$755,908	$346,227	$4,500,618	$409,681
2021	$1,255,426	$321,243	$4,029,307	$934,183
2020	$1,031,282	$450,840	$3,001,324	$580,442
2019	$893,188	$520,744	$2,400,325	$372,444
2018	$427,973	$242,078	$2,027,653	$185,895

PHILANDER CHASE CONSERVANCY