SPRING ISLAND TRUST

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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

1987

Legal Domicile

Principal Officer

MIKE WHEELER

Phone

8439872127

Tax Period

2024-01-01 to 2024-12-31

SPRING ISLAND TRUST, founded in 1987, is a community nonprofit in the Environment sector that reported $2.3M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $700K, a strong 31% operating margin.

Mission

FOR THE PURPOSE OF MAINTAINING A NATURE PRESERVE, IMPROVING AND PRESERVING THE HABITAT OF RARE ANIMAL SPECIES AND ECOSYSTEMS, PRESERVATION OF AN ENVIRONMENTAL CONSERVANCY, AND PROVIDING FOR EDUCATIONAL AND SCIENTIFIC RESEARCH FOR THE PUBLIC.

Program Service Accomplishments

Program 1

Expenses: $1,247,284 Revenue: $131,401

HABITAT IMPROVEMENTS EXPENSES/NATURE PRESERVE - PRESERVATION OF AN ENVIRONMENTAL CONSERVATORY INCLUDING RARE ANIMAL SPECIES AND ECOSYSTEMS - EDUCATE SPRING ISLAND RESIDENTS TO BE WISE ENVIRONMENTAL STEWARDS OF THEIR PROPERTIES AND SUPPORT SCIENTIFIC RESEARCH THAT LEADS TO MORE EFFECTIVE HABITAT MANAGEMENT ON SPRING ISLAND.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,257,659

Program Service Revenue $131,401

Investment Income $342,333

Other Revenue $559,966

TOTAL REVENUE $2,291,359

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $782,501

Fundraising Expenses $70,023

Program Expenses $1,247,284

Other Expenses $783,914

TOTAL EXPENSES $1,591,415

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,291,359	$1,986,308	+0.2%
Expenses	$1,591,415	$1,359,169	+0.2%
Net Income	$699,944	$627,139	+0.1%

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

$165,138

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETSY CHAFFIN	EMERITUS	1.00	Director	$0	$0	$0
DEAN HARRIGAL	DIRECTOR	1.00	Director	$0	$0	$0
TOMMY BOYLE	DIRECTOR	1.00	Director	$0	$0	$0
CARIN SHERMAN	DIRECTOR	1.00	Director	$0	$0	$0
DANCY CASSELL	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL GARCIA	DIRECTOR	1.00	Director	$0	$0	$0
SALLY MCALISTER	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS LODGE	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES KALMBACH	TREASURER	1.00	Officer	$0	$0	$0
JANE TIERNEY	SECRETARY	1.00	Officer	$0	$0	$0
MIKE WHEELER	VICE-CHAIRMAN	1.00	Officer	$0	$0	$0
ANDREW JONES	EXECUTIVE DIRECTOR	40.00	Officer	$150,923	$14,215	$165,138
ANDREW GEOGHEGAN	CHAIRMAN	5.00	Officer	$0	$0	$0
ANTHONY MILLS	NATURALIST	40.00	Highest	$107,000	$3,960	$110,960

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	$2,291,359	$1,591,415	$9,648,779	$699,944
2023	$1,986,308	$1,359,169	$8,548,778	$627,139
2022	$1,933,415	$1,337,983	$7,397,597	$595,432
2021	$1,989,085	$1,405,153	$7,604,526	$583,932
2020	$1,549,254	$1,203,302	$6,624,773	$345,952
2019	$1,419,978	$1,113,432	$6,018,773	$306,546
2018	$1,341,228	$1,058,872	$5,263,101	$282,356