Shoal Creek Conservancy

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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

2013

Legal Domicile

Principal Officer

Michelle Slattery

Phone

5124742412

Tax Period

2023-10-01 to 2024-09-30

Shoal Creek Conservancy, founded in 2013, is a small nonprofit in the Environment sector that reported $546K in total revenue in fiscal year 2023. Expenses of $627K exceeded revenue, resulting in a 15% operating deficit.

Mission

THE CONSERVANCY IS DEDICATED TO RESTORING, PROTECTING AND ENHANCING THE ECOLOGICAL, SOCIAL AND CULTURAL VIBRANCY OF SHOAL CREEK IN AUSTIN, TEXAS, FOR THE PEOPLE OF AUSTIN BY ENGAGING THE PUBLIC AND PARTNERING WITH THE COMMUNITY, INCLUDING GOVERNING ENTITIES THE ORGANIZATION WORKS TO IMPROVE THE CREEK AND ITS ASSOCIATED TRAIL THE ENJOYMENT AND USE BY THE PUBLIC.

Program Service Accomplishments

Program 1

Expenses: $247,438 Revenue: $196,155

Watershed Action Plan: Shoal Creek Conservancy advocates for improvements to the Shoal Creek Trail, actively cleans Shoal Creek and partners with the community to have a watershed wide decrease of...

Watershed Action Plan: Shoal Creek Conservancy advocates for improvements to the Shoal Creek Trail, actively cleans Shoal Creek and partners with the community to have a watershed wide decrease of pollutants entering the creek. We host 2-3 cleanups each month, creekside planting days, monthly educational tours, workshops for watershed residents, and we maintain 4 rain gardens that filter water flowing off Shoal Creek Blvd.

Program 2

Expenses: $195,239 Revenue: $20,000

Trail Plan: New trail projects also kicked off in 2024, such as the new urban trail between Shoal Creek and North Lamar Blvd near the Gaston Green dog park, as well as the designs for the...

Trail Plan: New trail projects also kicked off in 2024, such as the new urban trail between Shoal Creek and North Lamar Blvd near the Gaston Green dog park, as well as the designs for the .7-mile-long trail extension connecting the Shoal Creek Trail to the Red Line Trail and Q2 stadium.

Program 3

Expenses: $120,579 Revenue: $15,271

Community Engagement: In 2024, we hosted 54 volunteer workdays with over 750 volunteers who removed nearly 23,000 pounds of litter from Shoal Creek. Volunteers also dispersed 1,683 native seedballs...

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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 $531,968

Program Service Revenue $0

Investment Income $12,533

Other Revenue $1,271

TOTAL REVENUE $545,772

Expense Breakdown

Grants Paid $0

Salaries & Benefits $443,141

Fundraising Expenses $27,198

Program Expenses $563,256

Other Expenses $183,475

TOTAL EXPENSES $626,616

Year-over-Year Comparison

	2023	2022	Change
Revenue	$545,772	$558,620	0.0%
Expenses	$626,616	$505,559	+0.2%
Net Income	$-80,844	$53,061	-2.5%

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

759

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

$94,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ivey Kaiser	Executive Dir.	40.00	Director	$94,500	$0	$94,500
Brian Greig	Director	1.00	Director	$0	$0	$0
Amy Wanamaker	Director	1.00	Director	$0	$0	$0
Sara Koeninger	Director	1.00	Director	$0	$0	$0
Clinton Sayers	Director	1.00	Director	$0	$0	$0
Hector Leiva	Director	1.00	Director	$0	$0	$0
Jeffery Richard	Director	1.00	Director	$0	$0	$0
Lauren Taylor	Director	1.00	Director	$0	$0	$0
RJ Endsley	Director	1.00	Director	$0	$0	$0
Perry Horton	Director	1.00	Director	$0	$0	$0
Steve Davis	Director	1.00	Director	$0	$0	$0
Diana Wheeler	Director	1.00	Director	$0	$0	$0
Ulf Habermann	Treasurer	1.00	Officer	$0	$0	$0
Shannon Stagner	Secretary	1.00	Officer	$0	$0	$0
Michelle Slattery	Vice President	5.00	Officer	$0	$0	$0
Felicia Garcia	President	5.00	Officer	$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	$545,772	$626,616	$1,211,289	$-80,844
2023	$558,620	$505,559	$1,035,282	$53,061
2022	$547,751	$435,979	$1,191,456	$111,772
2021	$602,472	$504,105	$802,343	$98,367
2020	$392,130	$479,906	$628,021	$-87,776
2019	$429,852	$366,204	$694,854	$63,648
2018	$337,628	$290,990	$619,942	$46,638