BUR OAK LAND TRUST

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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.

Program Service Accomplishments

Program 1

Expenses: $579,349

PROPERTY STEWARDSHIP: BUR OAK LAND TRUST OWNS AND MANAGES 13 LOCAL NATURAL AREAS IN IOWA'S JOHNSON, MUSCATINE AND POWESHIEK COUNTIES, TOTALING 594 ACRES. THE TRUST ALSO HOLDS 17 CONSERVATION...

PROPERTY STEWARDSHIP: BUR OAK LAND TRUST OWNS AND MANAGES 13 LOCAL NATURAL AREAS IN IOWA'S JOHNSON, MUSCATINE AND POWESHIEK COUNTIES, TOTALING 594 ACRES. THE TRUST ALSO HOLDS 17 CONSERVATION EASEMENTS, TOTALING 391 ACRES FROM PRIVATE LANDOWNERS WHO WISH TO PROTECT THEIR LAND FROM DEVELOPMENT IN PERPETUITY. THE TRUST HAS A CONSERVATION DIRECTOR AND A LAND STEWARD WHO DEVELOP MANAGEMENT PLANS FOR EACH PROPERTY IN COLLABORATION WITH AMERICORPS MEMBERS AND VOLUNTEERS.

Program 2

LAND CONSERVATION AND MANAGEMENT: PROPERTY MANAGEMENT PLANS FOR FEE-OWNED PROPERTIES INCLUDE IDENTIFICATION OF NATIVE AND NON-NATIVE SPECIES FOUND ON THE PROPERTIES, CONTROL OF INVASIVE SPECIES, AND UNIQUE MANAGEMENT REQUIREMENTS NECESSARY FOR THE PROTECTION OF ENDANGERED, THREATENED, AND SPECIES OF SPECIAL CONCERN. REDUCTION OF INVASIVE SPECIES WILL ALLOW FOR THE REESTABLISHMENT OF A MORE RESILIENT NATIVE ECOSYSTEM. IN 2024, APPROXIMATELY 15,000 HOURS OF ACTIVE LAND MANAGEMENT OCCURRED ON THE TRUST'S FEE-OWNED PROPERTIES, WITH A FOCUS ON HABITAT RESTORATION AND IMPROVEMENT. MANAGEMENT TECHNIQUES AND ACTIVITIES INCLUDED PRESCRIBED FIRE, TIMBER STAND IMPROVEMENT AND CANOPY REDUCTION, MECHANICAL REMOVAL OF INVASIVE SPECIES, NATIVE SEED HARVESTING AND SEED SPREADING, AND NATIVE SHRUB AND TREE PLANTING.

Program 3

PUBLIC AWARENESS, EDUCATION AND SUPPORT: BUR OAK LAND TRUST STAFF, BOARD MEMBERS, VOLUNTEERS, AND AMERICORPS MEMBERS PRESENTED TO DIVERSE COMMUNITY GROUPS PROMOTING LAND CONSERVATION AND PROVIDING...

PUBLIC AWARENESS, EDUCATION AND SUPPORT: BUR OAK LAND TRUST STAFF, BOARD MEMBERS, VOLUNTEERS, AND AMERICORPS MEMBERS PRESENTED TO DIVERSE COMMUNITY GROUPS PROMOTING LAND CONSERVATION AND PROVIDING EDUCATIONAL OPPORTUNITIES. THE TRUST HOSTED IN-PERSON AND ONLINE EDUCATIONAL AND OUTREACH EVENTS. THE TRUST MAINTAINS A SOCIAL MEDIA PRESENCE THROUGH NUMEROUS PLATFORMS, PROVIDING EDUCATIONAL CONTENT AND PROMOTING OPPORTUNITIES.

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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