CONGAREE LAND 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

1991

Legal Domicile

Principal Officer

STUART J WHITE

Phone

8039880000

Tax Period

2023-07-01 to 2024-06-30

CONGAREE LAND TRUST, founded in 1991, is a small nonprofit in the Environment sector that reported $690K in total revenue in fiscal year 2023. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $221K, a strong 32% operating margin.

Mission

THE CONGAREE LAND TRUST WAS ESTABLISHED TO PROMOTE VOLUNTARY CONSERVATION OF SCENIC LANDS, OPEN SPACES, FARMS, FORESTS, NATURAL AREAS AND SIGNIFICANT HABITATS IN CENTRAL SOUTH CAROLINA.

Program Service Accomplishments

Program 1

Expenses: $238,656 Revenue: $21,165

THE CONGAREE LAND TRUST WORKED TO CONSERVE AND PRESERVE CONSERVATION EASEMENTS TOTALING OVER 98,000 ACRES OF NATURAL AND SCENIC LANDS, FARMS, WATERWAYS, FORESTS, AND NATURAL AREAS IN CENTRAL SOUTH...

THE CONGAREE LAND TRUST WORKED TO CONSERVE AND PRESERVE CONSERVATION EASEMENTS TOTALING OVER 98,000 ACRES OF NATURAL AND SCENIC LANDS, FARMS, WATERWAYS, FORESTS, AND NATURAL AREAS IN CENTRAL SOUTH CAROLINA, BY ASSISTING LANDOWNERS WITH VOLUNTARY CONSERVATION. THE LAND TRUST WORKS WITH PRIVATE LANDOWNERS TO PROTECT LAND PRIMARILY THROUGH ESTABLISHING, CREATING, AND MONITORING PERPETUAL CONSERVATION EASEMENTS - RECORDED LEGAL AGREEMENTS THAT PROTECT THE LAND'S NATURAL AND SCENIC FEATURES BY RESTRICTING ITS USE AND DEVELOPMENT. THE LAND TRUST HOLDS THE CONSERVATION EASEMENT AND ACCEPTS RESPONSIBILITY FOR MONITORING COMPLIANCE WITH THE TERMS OF THE EASEMENT AND FOR DEFENDING THE EASEMENT SHOULD THE TERMS BE THREATENED OR VIOLATED. THE CONGAREE LAND TRUST ALSO PROVIDES EDUCATION, TRAINING, CONFERENCES, EVENTS, AND LITERATURE TO ITS INDIVIDUAL AND CORPORATE MEMBERS AND THE GENERAL PUBLIC TO ENCOURAGE CONSERVATION AND APPRECIATION OF THE NATURAL AND SCENIC AREAS IN ITS AREA.

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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 $532,620

Program Service Revenue $21,165

Investment Income $135,612

Other Revenue $586

TOTAL REVENUE $689,983

Expense Breakdown

Grants Paid $0

Salaries & Benefits $267,895

Fundraising Expenses $97,453

Program Expenses $238,656

Other Expenses $201,151

TOTAL EXPENSES $469,046

Year-over-Year Comparison

	2023	2022	Change
Revenue	$689,983	$464,575	+0.5%
Expenses	$469,046	$1,277,852	-0.6%
Net Income	$220,937	$-813,277	-1.3%

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

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

$87,520

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STUART J WHITE	EXECUTIVE DI	40.00	Officer	$85,000	$2,520	$87,520
RUSSELL BAUKNIGHT	TREASURER	1.00	Officer Director	$0	$0	$0
HENRY BEARDIII	BOARD MEMBER	1.00	Director	$0	$0	$0
TREY BOONE	BOARD MEMBER	1.00	Director	$0	$0	$0
TRIPP BRADLEY	PAST BOARD P	1.00	Officer Director	$0	$0	$0
SHARON BRYANT	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT BUNCH	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES CARSON	BOARD MEMBER	1.00	Director	$0	$0	$0
TRIP CHAVIS	PRESIDENT	1.00	Officer Director	$0	$0	$0
CRISTINA FANT EMERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
IRIS GRIFFIN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHNNY WILLIAMSON III	BOARD MEMBER	1.00	Director	$0	$0	$0
DALLON WEATHERS JR	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT G DAVIDSON JR	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS KIRK	SECRETARY	1.00	Officer Director	$0	$0	$0
ART LANEY	BOARD MEMBER	1.00	Director	$0	$0	$0
KIMBERLEE NEEL	BOARD MEMBER	1.00	Director	$0	$0	$0
ETHAN NORD	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID SOJOURNER	VICE PRESIDE	1.00	Director	$0	$0	$0
HUNTER SUGGS	BOARD MEMBER	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	$689,983	$469,046	$3,814,322	$220,937
2023	$464,575	$1,277,852	$3,343,929	$-813,277
2022	$870,774	$449,613	$3,846,171	$421,161
2021	$768,071	$429,794	$3,894,348	$338,277
2020	$1,070,629	$381,010	$3,240,639	$689,619
2019	$617,028	$500,100	$2,569,143	$116,928