THE NATURE FOUNDATION AT WINTERGREEN (EIN 541689828) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

DOUG COLEMAN

Phone

4343257452

Tax Period

2023-01-01 to 2023-12-31

THE NATURE FOUNDATION AT WINTERGREEN, founded in 1993, is a small nonprofit in the Environment sector that reported $464K in total revenue in fiscal year 2018. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $517K exceeded revenue, resulting in a 11% operating deficit.

Mission

THE NATURE FOUNDATION AT WINTERGREEN EXISTS TO ENCOURAGE THE UNDERSTANDING, APPRECIATION AND CONSERVATION OF THE NATURAL AND CULTURAL RESOURCES OF THE BLUE RIDGE MOUNTAINS OF CENTRAL VIRGINIA. THE FOUNDATION WILL FUNCTION AS A RESEARCH AND EDUCATION FACILITY FOR ITS MEMBERS AND VISITORS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $305,133

Program Service Revenue $63,189

Investment Income $69,326

Other Revenue $119,974

TOTAL REVENUE $557,622

Expense Breakdown

Grants Paid $0

Salaries & Benefits $365,872

Fundraising Expenses $54,881

Program Expenses $430,207

Other Expenses $210,986

TOTAL EXPENSES $576,858

Year-over-Year Comparison

	2023	2022	Change
Revenue	$557,622	$949,820	-0.4%
Expenses	$576,858	$572,328	+0.0%
Net Income	$-19,236	$377,492	-1.1%

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

N/A

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

$130,862

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM MCCAFFERY	DIRECTOR	1.00	Director	$0	$0	$0
JOHN CLAMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN JAMES	DIRECTOR	1.00	Director	$0	$0	$0
DOUG COLEMAN	EXECUTIVE DIRECTOR	40.00	Director	$119,938	$10,924	$130,862
CHRISTINE WHITE	DIRECTOR	1.00	Director	$0	$0	$0
BRENT DOUGLASS	DIRECTOR	1.00	Director	$0	$0	$0
TERRI BROOKS	TREASURER	2.00	Officer Director	$0	$0	$0
EMILY FERGUSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
DON FELLING	DIRECTOR	1.00	Director	$0	$0	$0
CHASTITY MORGAN	DIRECTOR	1.00	Director	$0	$0	$0
JAY ROBERTS	DIRECTOR	1.00	Director	$0	$0	$0
GERRY DEWITT	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JOHN TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
MYRON MASLOWSKY	DIRECTOR	1.00	Director	$0	$0	$0
NANCY TYNES	DIRECTOR	1.00	Director	$0	$0	$0
JAY GAMBLE	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS WHIGHAM	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL HAWS	SECRETARY	2.00	Officer Director	$0	$0	$0
SUSAN MCSWAIN	DIRECTOR	1.00	Director	$0	$0	$0
SALLIE SINGLETARY	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD VELLETRI	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	$557,622	$576,858	$5,390,314	$-19,236
2022	$949,820	$572,328	$4,980,291	$377,492
2021	$888,373	$525,906	$5,047,666	$362,467
2020	$578,149	$539,191	$4,486,048	$38,958
2019	$542,557	$505,910	$4,216,661	$36,647
2018	$464,182	$517,362	$3,844,514	$-53,180

THE NATURE FOUNDATION AT WINTERGREEN