PINELANDS PRESERVATION ALLIANCE (EIN 521641512) - 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

1989

Legal Domicile

Principal Officer

CARLETON MONTGOMERY

Phone

6098598860

Tax Period

2023-01-01 to 2023-12-31

PINELANDS PRESERVATION ALLIANCE, founded in 1989, is a community nonprofit in the Environment sector that reported $3.4M in total revenue in fiscal year 2023. Net assets of $9.2M represent 33 months of operating reserves.

Mission

TO PROTECT AND PRESERVE THE NEW JERSEY PINELANDS.

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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 $2,328,967

Program Service Revenue $342,957

Investment Income $122,398

Other Revenue $565,734

TOTAL REVENUE $3,360,056

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,824,755

Fundraising Expenses $362,113

Program Expenses $2,671,591

Other Expenses $1,516,438

TOTAL EXPENSES $3,341,193

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,360,056	$3,136,183	+0.1%
Expenses	$3,341,193	$2,818,044	+0.2%
Net Income	$18,863	$318,139	-0.9%

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

424

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

$150,826

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA BUTENIS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MICHAEL F GALLAWAY	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN J MURPHY	TREASURER	1.00	Officer Director	$0	$0	$0
AMY VASQUEZ	TRUSTEE	1.00	Director	$0	$0	$0
RON HUTCHINSON	TRUSTEE	1.00	Director	$0	$0	$0
LUIS OLIVIERI	TRUSTEE	1.00	Director	$0	$0	$0
LORETTA PICKUS	TRUSTEE	1.00	Director	$0	$0	$0
LAURA L PALAZZO	TRUSTEE	1.00	Director	$0	$0	$0
LAMAR GORE	TRUSTEE	1.00	Director	$0	$0	$0
SARAH PULEO	TRUSTEE	1.00	Director	$0	$0	$0
JOANN L HELD	TRUSTEE	1.00	Director	$0	$0	$0
JAMES BARNSHAW	TRUSTEE	1.00	Director	$0	$0	$0
IVETTE GUILLERMO-MCGAHEE	TRUSTEE	1.00	Director	$0	$0	$0
EMILE DEVITO	TRUSTEE	1.00	Director	$0	$0	$0
DAVID F MOORE	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER KOSSEFF	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES CHAPIN	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES CARUSO	TRUSTEE	1.00	Director	$0	$0	$0
BILL FISHER	TRUSTEE	1.00	Director	$0	$0	$0
ANNE E HEASLY	TRUSTEE	1.00	Director	$0	$0	$0
TIMOTHY BYRNE	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM RODIO	TRUSTEE	1.00	Director	$0	$0	$0
BARBARA TROUGHT	VICE-CHAIRMAN	1.00	Officer Director	$0	$0	$0
CARLETON MONTGOMERY	EXECUTIVE DIRECTOR	40.00	Officer	$150,826	$0	$150,826

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	$3,360,056	$3,341,193	$9,484,056	$18,863
2022	$3,136,183	$2,818,044	$8,917,266	$318,139
2021	$2,752,415	$2,521,797	$9,506,736	$230,618
2020	$442,057	$523,521	$8,766,772	$-81,464
2020	$3,193,883	$2,289,530	$8,577,376	$904,353
2019	$3,306,705	$2,172,091	$7,447,301	$1,134,614
2018	$3,059,644	$1,827,198	$6,372,447	$1,232,446

PINELANDS PRESERVATION ALLIANCE