TALL PINES CONSERVANCY (EIN 391966972) - 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

1999

Legal Domicile

Principal Officer

SUSAN BUCHANAN

Phone

2623690500

Tax Period

2023-01-01 to 2023-12-31

TALL PINES CONSERVANCY, founded in 1999, is a small nonprofit in the Environment sector that reported $469K in total revenue in fiscal year 2023. Revenue fell 84% from the prior year — a significant decline worth monitoring. Expenses of $524K exceeded revenue, resulting in a 12% operating deficit.

Mission

OUR MISSION IS TO PRESERVE OUR RURAL HERITAGE BY PROTECTING REMAINING FARMLAND, WATER RESOURCES, NATURAL AREAS AND OPEN SPACE ADJACENT TO AND IMPACTING NORTHWESTERN WAUKESHA COUNTY.

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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 $345,043

Program Service Revenue $0

Investment Income $48,127

Other Revenue $76,047

TOTAL REVENUE $469,217

Expense Breakdown

Grants Paid $0

Salaries & Benefits $263,972

Fundraising Expenses $37,438

Program Expenses $423,010

Other Expenses $260,102

TOTAL EXPENSES $524,074

Year-over-Year Comparison

	2023	2022	Change
Revenue	$469,217	$2,970,996	-0.8%
Expenses	$524,074	$753,862	-0.3%
Net Income	$-54,857	$2,217,134	-1.0%

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

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

$104,476

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY BONNIWELL	PAST PRESIDENT	1.00	Director	$0	$0	$0
JOHN KOEPKE	PRESIDENT	1.00	Officer Director	$0	$0	$0
KYLE ZWIEG	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK WIERMAN	TREASURER	1.00	Officer Director	$0	$0	$0
TOM HOFBAUER	SECRETARY	1.00	Officer Director	$0	$0	$0
DON GALLO	MEMBER	1.00	Director	$0	$0	$0
JEFF SPENCE	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
RAY PEEBLES	MEMBER	1.00	Director	$0	$0	$0
BRUCE ROSENHEIMER	MEMBER	1.00	Director	$0	$0	$0
JOYCE SHEPET	MEMBER	1.00	Director	$0	$0	$0
ALAN SCRIVNER	MEMBER	1.00	Director	$0	$0	$0
SUSAN BUCHANAN	EXECUTIVE DIRECTOR	40.00	Officer	$103,458	$1,018	$104,476

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	$469,217	$524,074	$4,151,811	$-54,857
2022	$2,970,996	$753,862	$4,386,435	$2,217,134
2021	$2,340,562	$2,196,838	$2,243,899	$143,724
2020	$874,310	$1,194,691	$1,962,772	$-320,381
2019	$548,971	$486,063	$2,112,874	$62,908
2018	$592,807	$569,645	$1,833,347	$23,162

TALL PINES CONSERVANCY