Southern Appalachian Wilderness Stewards (EIN 472407669) - 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

2014

Legal Domicile

Principal Officer

Paul Dickens

Phone

8287851517

Tax Period

2023-10-01 to 2024-09-30

Southern Appalachian Wilderness Stewards, founded in 2014, is a community nonprofit in the Environment sector that reported $1.2M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

SAWS exists to set standards of excellence that inspire, connect, and equip people to steward wild landscapes.

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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 $224,067

Program Service Revenue $991,046

Investment Income $1,863

Other Revenue $0

TOTAL REVENUE $1,216,976

Expense Breakdown

Grants Paid $70,125

Salaries & Benefits $884,673

Fundraising Expenses $88,326

Program Expenses $866,203

Other Expenses $238,410

TOTAL EXPENSES $1,193,208

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,216,976	$1,034,257	+0.2%
Expenses	$1,193,208	$1,031,898	+0.2%
Net Income	$23,768	$2,359	+9.1%

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

150

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

$140,217

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kaitlin de Varona	Executive Director	40.00	Officer	$57,699	$25,577	$83,276
Tracy Harrell	Finance Director	40.00	Officer	$50,638	$6,303	$56,941
Chris Sporl	Chair	1.00	Officer Director	$0	$0	$0
Nealon DeVore	Secretary	1.00	Officer Director	$0	$0	$0
Paul Dickens	Treasurer	1.00	Officer Director	$0	$0	$0
Bart Hawley	Board Member	0.25	Director	$0	$0	$0
Aliya Naim	Board Member	0.25	Director	$0	$0	$0
Anya Boyko	Board Member	0.25	Director	$0	$0	$0
Lornett Vestal	Board Member	0.25	Director	$0	$0	$0
Kim Smith Woodford	Board Member	0.25	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	$1,216,976	$1,193,208	$360,918	$23,768
2023	$1,034,257	$1,031,898	$264,775	$2,359
2022	$1,236,805	$1,128,261	$252,577	$108,544
2021	$1,067,088	$1,043,097	$134,823	$23,991
2020	$972,676	$926,471	$193,183	$46,205
2019	$935,536	$1,019,904	$101,805	$-84,368
2018	$1,050,975	$1,083,861	$200,336	$-32,886

Southern Appalachian Wilderness Stewards