BOLTON CONSERVATION TRUST (EIN 510143182) - 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

1974

Legal Domicile

Principal Officer

DAN GAFFNEY

Phone

9784293004

Tax Period

2023-01-01 to 2023-12-31

BOLTON CONSERVATION TRUST, founded in 1974, is a small nonprofit in the Environment sector that reported $273K in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring. Net assets of $1.4M represent 60 months of operating reserves.

Mission

ASSIST IN AND PROMOTE THE PRESERVATION OF THE RURAL CHARACTER OF THE TOWN OF BOLTON AND ENVIRONMENTAL EDUCATION.

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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 $11,900

Program Service Revenue $255,624

Investment Income $339

Other Revenue $5,043

TOTAL REVENUE $272,906

Expense Breakdown

Grants Paid $0

Salaries & Benefits $125,005

Fundraising Expenses $0

Program Expenses $226,985

Other Expenses $154,568

TOTAL EXPENSES $279,573

Year-over-Year Comparison

	2023	2022	Change
Revenue	$272,906	$396,262	-0.3%
Expenses	$279,573	$241,845	+0.2%
Net Income	$-6,667	$154,417	-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

100

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN GAFFNEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
LIZ SCHOEPKE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BILL NICKLES	DIRECTOR/TREASURER	1.00	Officer Director	$0	$0	$0
ROBERT JOHNSON	CLERK	1.00	Officer Director	$0	$0	$0
ALAN FERRY	DIRECTOR	1.00	Director	$0	$0	$0
RICH DISCHLER	DIRECTOR	1.00	Director	$0	$0	$0
TOM PARKER	DIRECTOR	1.00	Director	$0	$0	$0
BONNIE POTTER	DIRECTOR	1.00	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	No data	No data	No data	No data
2023	$272,906	$279,573	$1,373,955	$-6,667
2022	$396,262	$241,845	$1,378,870	$154,417
2021	$275,999	$225,660	$1,224,016	$50,339
2020	$370,808	$244,309	$1,171,683	$126,499
2019	$118,468	$120,417	$1,056,709	$-1,949
2018	$252,818	$115,875	$1,061,653	$136,943

BOLTON CONSERVATION TRUST