SHIRLEY HEINZE LAND TRUST INC

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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

2001

Legal Domicile

Principal Officer

DALE NICHOLS

Phone

2192428558

Tax Period

2024-01-01 to 2024-12-31

SHIRLEY HEINZE LAND TRUST INC, founded in 2001, is a community nonprofit in the Environment sector that reported $4.9M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $3.4M, a strong 70% operating margin.

Mission

TO PRESERVE AND RESTORE NATURAL LANDS AND WATERS IN NORTHWESTERN INDIANA, AND TO ENGAGE PEOPLE IN NATURE AND CONSERVATION

Program Service Accomplishments

Program 1

Expenses: $205,700 Revenue: $0

EXPENSES RELATED TO ACQUISITION OF LAND

Program 2

Expenses: $268,707 Revenue: $0

PUBLIC EDUCATION AND SALE OF PUBLICATIONS

Program 3

Expenses: $489,214 Revenue: $0

LAND MANAGEMENT - CONSERVATION EXPENSES FOR LAND OWNED

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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 $4,592,506

Program Service Revenue $0

Investment Income $78,523

Other Revenue $209,553

TOTAL REVENUE $4,880,582

Expense Breakdown

Grants Paid $0

Salaries & Benefits $918,691

Fundraising Expenses $116,964

Program Expenses $963,621

Other Expenses $543,451

TOTAL EXPENSES $1,462,142

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,880,582	$4,222,468	+0.2%
Expenses	$1,462,142	$1,296,930	+0.1%
Net Income	$3,418,440	$2,925,538	+0.2%

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

287

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

$137,040

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTOPHER KROUSE	EXECUTIVE DIRECTOR	50.00	Officer Highest	$134,525	$2,515	$137,040
MATT VESSELY	PRESIDENT	1.00	Director	$0	$0	$0
EVIE KIRKWOOD	VICE PRESIDENT	1.00	Director	$0	$0	$0
BARBARA FREEMAN	SECRETARY	1.00	Director	$0	$0	$0
DALE NICHOLS	TREASURER	1.00	Director	$0	$0	$0
TOM CERA	BOARD DIRECTOR	1.00	Director	$0	$0	$0
SEAN HAY	BOARD DIRECTOR	1.00	Director	$0	$0	$0
JANICE BROWN	BOARD DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE LIVINGSTON	BOARD DIRECTOR	1.00	Director	$0	$0	$0
BETSY FLEEK	BOARD DIRECTOR	1.00	Director	$0	$0	$0
MAGGIE RICE	BOARD DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH BRENNAN	BOARD DIRECTOR	1.00	Director	$0	$0	$0
KELLY CARMICHAEL	BOARD DIRECTOR	1.00	Director	$0	$0	$0
THERESE VANDE HEY	BOARD DIRECTOR	1.00	Director	$0	$0	$0
MARCELLA GREGORY	BOARD DIRECTOR	1.00	Director	$0	$0	$0
CHRIS HOLFORD	BOARD DIRECTOR	1.00	Director	$0	$0	$0
DEAN MAZZONI	BOARD DIRECTOR	1.00	Director	$0	$0	$0
RACHEL SAXON	BOARD DIRECTOR	1.00	Director	$0	$0	$0
RAEANN TRAKAS	BOARD DIRECTOR	1.00	Director	$0	$0	$0
JOHN SEIBERT	BOARD DIRECTOR	1.00	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	$4,880,582	$1,462,142	$25,258,531	$3,418,440
2023	$4,222,468	$1,296,930	$21,051,049	$2,925,538
2022	$1,376,381	$1,141,704	$17,957,309	$234,677
2021	$2,760,866	$990,015	$18,008,836	$1,770,851
2020	$2,923,175	$924,887	$15,944,976	$1,998,288
2019	$2,084,370	$1,159,058	$13,770,114	$925,312
2018	$2,415,713	$976,627	$12,741,082	$1,439,086