BUR OAK LAND TRUST (EIN 421104058) - 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

1978

Legal Domicile

Principal Officer

JASON TAYLOR

Phone

3193387030

Tax Period

2024-01-01 to 2024-12-31

BUR OAK LAND TRUST, founded in 1978, is a small nonprofit that reported $931K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $834K left a modest 10% surplus.

Mission

BUR OAK LAND TRUST ADVANCES BIODIVERSITY IN EASTERN IOWA BY PROTECTING RESILIENT LANDSCAPES AND CONNECTING PEOPLE TO NATURE.

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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 $875,537

Program Service Revenue $0

Investment Income $25,325

Other Revenue $30,346

TOTAL REVENUE $931,208

Expense Breakdown

Grants Paid $0

Salaries & Benefits $410,027

Fundraising Expenses $92,924

Program Expenses $579,349

Other Expenses $423,960

TOTAL EXPENSES $833,987

Year-over-Year Comparison

	2024	2023	Change
Revenue	$931,208	$797,712	+0.2%
Expenses	$833,987	$758,611	+0.1%
Net Income	$97,221	$39,101	+1.5%

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

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

$77,184

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS JENSEN	PRESIDENT	2.00	Officer Director	$0	$0	$0
KATE REILLY	TREASURER	2.00	Officer Director	$0	$0	$0
LIZ MAAS	DIRECTOR	1.50	Director	$0	$0	$0
CHARLOTTE FAIRLIE	SECRETARY	2.00	Officer Director	$0	$0	$0
JACK MORAN	DIRECTOR	0.75	Director	$0	$0	$0
KEN LOWDER	DIRECTOR	0.75	Director	$0	$0	$0
LARRY WEBER TERMED 724	PAST PRESIDE	0.00	Officer Director	$0	$0	$0
REV DON HODSON TERMED 724	DIRECTOR	0.00	Director	$0	$0	$0
JOE HOLLAND	DIRECTOR	1.50	Director	$0	$0	$0
WILLIAM BLAIR TERMED 1124	DIRECTOR	0.00	Director	$0	$0	$0
VALERIE DECKER TERMED 524	DIRECTOR	0.00	Director	$0	$0	$0
CHRISTINE FACHMAN	DIRECTOR	0.75	Director	$0	$0	$0
DENNIS LAMANTIA	DIRECTOR	0.75	Director	$0	$0	$0
JIM PETERS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN VAN RYBROEK	DIRECTOR	2.00	Director	$0	$0	$0
JASON TAYLOR	EXECUTIVE DI	40.00	Officer	$69,300	$7,884	$77,184

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	$931,208	$833,987	$3,952,032	$97,221
2023	$797,712	$758,611	$3,743,172	$39,101
2022	$1,259,053	$692,455	$3,641,899	$566,598
2021	$883,058	$680,587	$3,414,173	$202,471
2020	$667,753	$615,363	$3,164,284	$52,390
2019	$412,726	$419,015	$3,019,490	$-6,289
2018	$621,404	$349,746	$2,985,975	$271,658

BUR OAK LAND TRUST