LORD BERKELEY CONSERVATION TRUST (EIN 576140810) - Form 990 Financial Analysis & Trantor Score

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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

1992

Legal Domicile

Principal Officer

RYAN WENZEL

Phone

8438995228

Tax Period

2024-01-01 to 2024-12-31

LORD BERKELEY CONSERVATION TRUST, founded in 1992, is a small nonprofit that reported $798K in total revenue in fiscal year 2024. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $353K, a strong 44% operating margin.

Mission

OUR MISSION: TO PRESERVE OUR COMMUNITY'S SENSE OF PLACE BY PROTECTING ITS NATURAL, CULTURAL, AND OPEN SPACE RESOURCES IN PERPETUITY.OUR VISION: A LANDSCAPE ANCHORED BY OUR COMMUNITY'S NATURAL AND HISTORICAL TRADITIONS, EXISTING IN BALANCED HARMONY WITH A GROWING HUMAN PRESENCE.

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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 $699,247

Program Service Revenue $49,376

Investment Income $48,973

Other Revenue $0

TOTAL REVENUE $797,596

Expense Breakdown

Grants Paid $0

Salaries & Benefits $195,330

Fundraising Expenses $98,597

Program Expenses $301,719

Other Expenses $249,745

TOTAL EXPENSES $445,075

Year-over-Year Comparison

	2024	2023	Change
Revenue	$797,596	$525,872	+0.5%
Expenses	$445,075	$398,869	+0.1%
Net Income	$352,521	$127,003	+1.8%

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

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

Total Directors

$130,022

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACK BENNETT	MEMBER	0.10	Director	$0	$0	$0
RYAN BOWLES	MEMBER	0.10	Director	$0	$0	$0
MARION BULL	MEMBER	0.10	Director	$0	$0	$0
JOEL GRAMLING	MEMBER	0.10	Officer Director	$0	$0	$0
ALICE HELMLY	MEMBER	0.10	Director	$0	$0	$0
MATT MOLDENHAUER	MEMBER	0.10	Director	$0	$0	$0
THURMAN SIMMONS	MEMBER	0.10	Officer Director	$0	$0	$0
WILL UMPHLETT	SECRETARY	0.60	Director	$0	$0	$0
RYAN WENZEL	PRESIDENT	1.00	Director	$0	$0	$0
JOHN WILLIAMS	VICE PRESIDENT	0.10	Officer Director	$0	$0	$0
PAMELA WILLIAMS	MEMBER	0.10	Officer Director	$0	$0	$0
SARAH WINDHAM	TREASURER	0.10	Officer Director	$0	$0	$0
CHRIS VAUGHN	EXECUTIVE DIRECTOR	40.00	Director	$126,235	$3,787	$130,022

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	$797,596	$445,075	$5,776,885	$352,521
2023	$525,872	$398,869	$5,346,000	$127,003
2022	$5,111,617	$2,864,317	$4,930,484	$2,247,300
2022	$5,111,617	$2,864,317	$4,930,484	$2,247,300
2021	$618,818	$624,944	$2,922,327	$-6,126
2020	$558,362	$594,461	$2,075,469	$-36,099
2019	$419,833	$521,126	$2,080,194	$-101,293
2018	$1,490,722	$1,134,192	$1,894,109	$356,530

LORD BERKELEY CONSERVATION TRUST