FALLBROOK LAND CONSERVANCY

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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

1988

Legal Domicile

Principal Officer

SUSAN LIEBES

Phone

7607280889

Tax Period

2023-01-01 to 2023-12-31

FALLBROOK LAND CONSERVANCY, founded in 1988, is a community nonprofit in the Environment sector that reported $3.7M in total revenue in fiscal year 2023. Revenue surged 149% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.1M, a strong 86% operating margin.

Mission

TO ACQUIRE, PROTECT, AND MANAGE OPEN SPACE IN PERPETUITY FOR THE BENEFIT OF WILDLIFE AND THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $426,731

GENERAL PROGRAM SERVICES ARE SPENT TO MAINTAIN 2,969 ACRES FEE TITLE PROPERTIES OF OPEN SPACE ON 25 PRESERVES,159 ACRES ON 2 MANAGED PRESERVES, AND 7 CONSERVATION EASEMENTS THROUGHOUT SAN DIEGO...

GENERAL PROGRAM SERVICES ARE SPENT TO MAINTAIN 2,969 ACRES FEE TITLE PROPERTIES OF OPEN SPACE ON 25 PRESERVES,159 ACRES ON 2 MANAGED PRESERVES, AND 7 CONSERVATION EASEMENTS THROUGHOUT SAN DIEGO COUNTY. THIS INCLUDES MAINTAINING HIKING TRAILS AND REMOVING INVASIVE PLANTS AND REPLACING THEM WITH NATIVE PLANTS. THE GENERAL PROGRAM ALSO INCLUDES THE HISTORIC PALOMARES HOUSE WHICH IS THE OFFICE OF THE FALLBROOK LAND CONSERVANCY. THE PALOMARES HOUSE IS ALSO USED FOR COMMUNITY MEETINGS AND EVENTS.

Program 2

SAVE OUR FOREST PLANTS AND MAINTAINS TREES THROUGHOUT THE AREA AND ALSO MAINTAINS A NATIVE PLANT NURSERY. WORK IS DONE PRIMARILY BY VOLUNTEERS.

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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 $2,618,178

Program Service Revenue $0

Investment Income $1,023,458

Other Revenue $20,296

TOTAL REVENUE $3,661,932

Expense Breakdown

Grants Paid $0

Salaries & Benefits $287,959

Fundraising Expenses $0

Program Expenses $426,731

Other Expenses $235,074

TOTAL EXPENSES $523,033

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,661,932	$1,472,907	+1.5%
Expenses	$523,033	$430,576	+0.2%
Net Income	$3,138,899	$1,042,331	+2.0%

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

150

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

$71,978

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KARLA IBARRA	Executive Dir.	40.00	Officer	$71,978	$0	$71,978
KEN QUIGLEY	CFO	2.00	Officer Director	$0	$0	$0
LYDIA ROSSI	MEMBER	2.00	Officer Director	$0	$0	$0
MICHELE JORDEN	MEMBER	2.00	Director	$0	$0	$0
ZACHARY PRINCIPE	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
SHERRY LAMONT	MEMBER	2.00	Director	$0	$0	$0
KRISTIN GREENE	MEMBER	15.00	Director	$0	$0	$0
SUSAN LIEBES	Chairman	15.00	Officer Director	$0	$0	$0
JIM STOWERS	MEMBER	2.00	Director	$0	$0	$0
KENT BORSCH	MEMBER	15.00	Director	$0	$0	$0
WALLACE TUCKER	MEMBER	15.00	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
2024	No data	No data	No data	No data
2023	$3,661,932	$523,033	$27,788,729	$3,138,899
2022	$1,472,907	$430,576	$24,731,771	$1,042,331
2021	$4,553,889	$485,413	$23,678,258	$4,068,476
2020	$2,882,363	$429,545	$19,604,475	$2,452,818
2019	$3,390,902	$282,227	$17,115,680	$3,108,675
2018	$1,028,874	$261,004	$13,902,864	$767,870