Catawba Lands Conservancy (EIN 581969605) - 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

1991

Legal Domicile

Principal Officer

Charles B Landess

Phone

7043423330

Tax Period

2023-01-01 to 2023-12-31

Catawba Lands Conservancy, founded in 1991, is a community nonprofit in the Environment sector that reported $5.8M in total revenue in fiscal year 2023. Revenue surged 53% from the prior year, signaling strong growth momentum. Expenses of $5.4M left a modest 7% surplus.

Mission

As a nationally accredited land trust, we conserve and manage land for public benefit in North Carolinas Southern Piedmont. We have conserved 235 properties, totaling 17,786 acres of land. We also facilitate the creation of 1600 mile network of greenways, trails and blueways.

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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 $5,233,933

Program Service Revenue $142,480

Investment Income $341,410

Other Revenue $40,373

TOTAL REVENUE $5,758,196

Expense Breakdown

Grants Paid $162,375

Salaries & Benefits $1,568,675

Fundraising Expenses $235,429

Program Expenses $4,946,832

Other Expenses $3,630,881

TOTAL EXPENSES $5,361,931

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,758,196	$3,775,151	+0.5%
Expenses	$5,361,931	$3,573,737	+0.5%
Net Income	$396,265	$201,414	+1.0%

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

267

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

$188,230

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bart Landess	Executive Dir.	50.00	Officer	$178,564	$9,666	$188,230
Nathan Clark	Board Member	3.00	Director	$0	$0	$0
Steve Scruggs	Board Member	2.00	Director	$0	$0	$0
Dave Priester	Board Member	2.00	Director	$0	$0	$0
May Barger	Board Member	2.00	Director	$0	$0	$0
Allan Baucom	Board Member	2.00	Director	$0	$0	$0
Bill Carstarphen	Executive Comm.	3.00	Officer Director	$0	$0	$0
Leslie Johnson	Vice Chair	3.00	Officer Director	$0	$0	$0
Lat Purser	Board Member	3.00	Director	$0	$0	$0
Phil Kuttner	Board Member	2.00	Officer Director	$0	$0	$0
Chris Walker	Secretary	2.00	Officer Director	$0	$0	$0
Jarred Cochran	Chairman	4.00	Officer Director	$0	$0	$0
Shawn Wilkerson	Board Member	2.00	Director	$0	$0	$0
Compie Newman	Board Member	2.00	Director	$0	$0	$0
Chris Thomas	Board Member	2.00	Director	$0	$0	$0
Kacey Thompson	Board Member	2.00	Director	$0	$0	$0
Tom Gates	Chairman	4.00	Officer Director	$0	$0	$0
Len Botkin	Executive Comm.	2.00	Officer Director	$0	$0	$0
Janet Hanson	Board Member	2.00	Director	$0	$0	$0
Michael Lucente	Treasurer	2.00	Officer Director	$0	$0	$0
Lisa Phocas	Board Member	3.00	Officer Director	$0	$0	$0
Tommy Lee	Board Member	3.00	Officer Director	$0	$0	$0
Blair Boggs	Executive Comm.	3.00	Officer Director	$0	$0	$0
William Blair	Board Member	2.00	Director	$0	$0	$0
Delane Clark	Board Member	2.00	Director	$0	$0	$0
Jennifer DeWitt	Board Member	2.00	Director	$0	$0	$0
Jon Morris	Board Member	2.00	Director	$0	$0	$0
Harris Morrison	Board Member	3.00	Officer 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	No data	No data	No data	No data
2023	No data	No data	No data	No data
2023	$5,758,196	$5,361,931	$51,106,401	$396,265
2022	$3,775,151	$3,573,737	$50,205,435	$201,414
2022	No data	No data	No data	No data
2021	$8,032,121	$2,781,754	$41,867,987	$5,250,367
2020	$9,841,591	$3,329,320	$36,671,486	$6,512,271
2020	$9,841,591	$3,329,320	$36,671,486	$6,512,271
2019	$2,512,846	$2,148,122	$29,422,274	$364,724
2018	$6,220,332	$5,690,893	$28,437,538	$529,439
2017	$4,901,209	$4,152,623	$28,189,355	$748,586

Catawba Lands Conservancy