Conserving Carolina

EIN: 566449365 501(c)(3) Environment

Hendersonville, NC

Total Revenue
$6,527,633
Total Expenses
$5,654,094
Total Assets
$45,847,147
Net Assets
$44,521,380
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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
1994
Legal Domicile
NC
Principal Officer
Susan McHugh
Phone
8286975777
Tax Period
2023-07-01 to 2024-06-30

Conserving Carolina, founded in 1994, is a community nonprofit in the Environment sector that reported $6.5M in total revenue in fiscal year 2023. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $5.7M left a modest 13% surplus.

Mission

To protect, restore, and inspire appreciation of the natural world.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $6,078,720
Program Service Revenue $13,249
Investment Income $388,213
Other Revenue $47,451
TOTAL REVENUE $6,527,633

Expense Breakdown

Grants Paid $43,125
Salaries & Benefits $1,646,302
Fundraising Expenses $407,202
Program Expenses $4,810,422
Other Expenses $3,964,667
TOTAL EXPENSES $5,654,094

Year-over-Year Comparison

2023 2022 Change
Revenue $6,527,633 $11,185,137 -0.4%
Expenses $5,654,094 $6,428,663 -0.1%
Net Income $873,539 $4,756,474 -0.8%
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

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Governance

Voting Members
22
Independent Members
22
Employees
87
Volunteers
177

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
5
$139,571
Total Directors
22
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kieran Roe Executive Director 040.00
Officer
$129,246 $10,325 $139,571
Patrick Cafferty President 003.00
Officer Director
$0 $0 $0
Susan Mchugh Vice President 003.00
Officer Director
$0 $0 $0
Rafael Bravo Secretary 003.00
Officer Director
$0 $0 $0
Charlotte Sullivan Treasurer 003.00
Officer Director
$0 $0 $0
Stratford Douglas Board Member 001.00
Director
$0 $0 $0
Tanya Marie Pender Board Member 001.00
Director
$0 $0 $0
C Yates Pharr Board Member 001.00
Director
$0 $0 $0
Ken Shelton Board Member 001.00
Director
$0 $0 $0
David Nelms Board Member 001.00
Director
$0 $0 $0
Carol Lee Roberson Board Member 001.00
Director
$0 $0 $0
Debi Whitmire Board Member 001.00
Director
$0 $0 $0
Shuford Smith Board Member 001.00
Director
$0 $0 $0
David Humphrey Board Member 001.00
Director
$0 $0 $0
Timothy Dressner Bell Board Member 001.00
Director
$0 $0 $0
Kathy Klepfer Board Member 001.00
Director
$0 $0 $0
Lee Mulligan Board Member 001.00
Director
$0 $0 $0
Mark Campanini Board Member 001.00
Director
$0 $0 $0
Amos Dawson III Board Member 001.00
Director
$0 $0 $0
Micheal Egan Board Member 001.00
Director
$0 $0 $0
Demi B Loftis Board Member 001.00
Director
$0 $0 $0
Madelon Wallace Board Member 001.00
Director
$0 $0 $0
Christy L Blakely Board Member 001.00
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
2025 No data No data No data No data
2024 $6,527,633 $5,654,094 $45,847,147 $873,539
2023 $11,185,137 $6,428,663 $44,267,373 $4,756,474
2022 $15,794,430 $3,351,355 $39,040,056 $12,443,075
2021 $6,454,871 $4,481,986 $28,294,759 $1,972,885
2020 $6,350,751 $4,660,576 $27,674,388 $1,690,175
2019 $7,414,693 $8,570,763 $24,189,320 $-1,156,070
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