Caledonia Conservancy Ltd (EIN 391822368) - 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

1995

Legal Domicile

Principal Officer

Greg Berg

Phone

2624984993

Tax Period

2024-01-01 to 2024-12-31

Caledonia Conservancy Ltd, founded in 1995, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $141K in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $48K, a strong 34% operating margin.

Mission

Protect the rural character of the village of Caledonia, Racine county, Wisconsin.

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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 $106,878

Program Service Revenue $0

Investment Income $25,752

Other Revenue $7,980

TOTAL REVENUE $140,610

Expense Breakdown

Grants Paid $0

Salaries & Benefits $43,042

Fundraising Expenses $18,042

Program Expenses $35,125

Other Expenses $49,130

TOTAL EXPENSES $92,172

Year-over-Year Comparison

	2024	2023	Change
Revenue	$140,610	$101,116	+0.4%
Expenses	$92,172	$103,672	-0.1%
Net Income	$48,438	$-2,556	-20.0%

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

200

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

$39,984

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Suzi Zierten	Executive Director	1.00	Director	$39,984	$0	$39,984
Greg Berg	President	2.00	Officer Director	$0	$0	$0
Kjell Erlandsson	Director	2.00	Director	$0	$0	$0
Dave Klokowski	Treasurer	2.00	Officer Director	$0	$0	$0
Tom Buhler	Director	1.00	Director	$0	$0	$0
Barb Hugier	Director	1.00	Director	$0	$0	$0
Vanessa Luther	Director	1.00	Director	$0	$0	$0
Joe Kiriaki	Director	1.00	Director	$0	$0	$0
Michelle Luczak	Director	1.00	Director	$0	$0	$0
Dr Deb Palmer	Director	1.00	Director	$0	$0	$0
Patty Tollaksen	Secretary	2.00	Officer Director	$0	$0	$0
Jennifer Kanter	Vice President	1.00	Officer Director	$0	$0	$0
Dr Steven Ryder	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	$140,610	$92,172	$2,947,070	$48,438
2023	$101,116	$103,672	$2,920,642	$-2,556
2022	$142,998	$82,715	$2,778,840	$60,283
2021	$105,421	$78,312	$2,718,557	$27,109
2020	$110,849	$107,287	$2,692,001	$3,562
2019	$347,383	$87,526	$2,695,306	$259,857
2018	$336,995	$84,797	$2,428,104	$252,198

Caledonia Conservancy Ltd