PEE DEE 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

1998

Legal Domicile

Principal Officer

WENDELL JONES

Phone

8436673229

Tax Period

2024-07-01 to 2025-06-30

PEE DEE LAND TRUST, founded in 1998, is a community nonprofit in the Environment sector that reported $2.0M in total revenue in fiscal year 2024. Revenue fell 46% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $308K, a strong 16% operating margin.

Mission

TO PROTECT, AND TO PROMOTE AN APPRECIATION OF THE SIGNIFICANT NATURAL, AGRICULTURAL AND HISTORICAL RESOURCES OF THE PEE DEE WATERSHED OF SOUTH CAROLINA.

Program Service Accomplishments

Program 1

Expenses: $1,318,190 Revenue: $73,057

IN 2024-2025, PEE DEE LAND TRUST MAINTAINED ITS MEMBERSHIP BASE AND OVERALL GIVING WAS SOLID. PDLT CONSERVED AN ADDITIONAL FIVE (5) PROPERTIES TOTALING 1,145 ACRES UNDER CONSERVATION EASEMENTS. THE EASEMENTS CONSERVE RURAL OPEN SPACE VIEWS, WATER QUALITY AND NATURAL HABITATS IN THE PEE DEE RIVER BASINS, AND PRIME SOILS AND SOILS OF STATEWIDE IMPORTANCE FOR AGRICULTURE. MOST OF THE EASEMENTS ARE IN CLOSE PROXIMITY TO OTHER PROTECTED PROPERTIES. AS OF JUNE 30, 2025, PEE DEE LAND TRUST COMPLETED MONITORING OF 52% (OF 2025 CALENDAR YEAR MONITORING) OF ITS EASEMENTS. NO EASEMENTS HAVE BEEN AMENDED.

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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 $1,466,853

Program Service Revenue $73,057

Investment Income $430,019

Other Revenue $0

TOTAL REVENUE $1,969,929

Expense Breakdown

Grants Paid $100

Salaries & Benefits $517,695

Fundraising Expenses $156,611

Program Expenses $1,318,190

Other Expenses $1,143,703

TOTAL EXPENSES $1,661,498

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,969,929	$3,618,727	-0.5%
Expenses	$1,661,498	$3,575,551	-0.5%
Net Income	$308,431	$43,176	+6.1%

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

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

$104,088

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY CAROLINE VAUGHT	BOARD MEMBER	0.20	Director	$0	$0	$0
DAVID DEWITT	BOARD MEMBER	0.20	Director	$0	$0	$0
COREY CRAIG	BOARD MEMBER	0.20	Director	$0	$0	$0
PERRY HUNTER	BOARD MEMBER	0.40	Director	$0	$0	$0
LR PERRY	BOARD MEMBER	0.20	Director	$0	$0	$0
WENDELL JONES	CHAIRMAN	1.00	Officer Director	$0	$0	$0
PATI MARTIN	BOARD MEMBER	0.20	Director	$0	$0	$0
WILLIAM TATUM	BOARD MEMBER	0.20	Director	$0	$0	$0
PHILLIP ALBERGOTI	BOARD MEMBER	0.20	Director	$0	$0	$0
JOHN BITTLE	BOARD MEMBER	0.40	Director	$0	$0	$0
TOM BETHEA	TREASURER	0.50	Officer Director	$0	$0	$0
LANE GILPIN	BOARD MEMBER	0.20	Director	$0	$0	$0
AMY MCFADDEN	BOARD MEMBER	0.20	Director	$0	$0	$0
JULIAN YOUNG	VICE CHAIRMAN	0.75	Officer Director	$0	$0	$0
SEL HEMMINGWAY	BOARD MEMBER	0.20	Director	$0	$0	$0
CURTIS LEE	BOARD MEMBER	0.20	Director	$0	$0	$0
DOUG NEWTON	BOARD MEMBER	0.20	Director	$0	$0	$0
THOMAS BRODIE	BOARD MEMBER	0.20	Director	$0	$0	$0
BERRY COGGESHALL	BOARD MEMBER	0.20	Director	$0	$0	$0
CHASE HOWARD	BOARD MEMBER	0.20	Director	$0	$0	$0
CHARLES JACKSON	BOARD MEMBER	0.20	Director	$0	$0	$0
LYLES C LYLES	EXECUTIVE DIRECTOR	40.00	Officer	$104,088	$0	$104,088
SETH L COOK	DIRECTOR OF LAND CONSERVATION	40.00	Highest	$103,708	$0	$103,708

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	$1,969,929	$1,661,498	$5,774,965	$308,431
2024	$3,618,727	$3,575,551	$5,304,760	$43,176
2023	$1,478,942	$1,586,755	$4,666,980	$-107,813
2022	$1,745,110	$1,555,901	$4,346,717	$189,209
2021	$1,679,017	$1,109,152	$4,848,215	$569,865
2020	$778,513	$840,403	$3,712,795	$-61,890
2019	$1,030,080	$826,106	$3,594,369	$203,974