CALUSA LAND TRUST NATURE PRESERVE PINE ISLAND INC (EIN 591782265) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

FRANCIS POTTER

Tax Period

2023-10-01 to 2024-09-30

CALUSA LAND TRUST NATURE PRESERVE PINE ISLAND INC, founded in 1976, is a small nonprofit in the Environment sector that reported $125K in total revenue in fiscal year 2023. Revenue fell 53% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $23K, a strong 18% operating margin.

Mission

TO PROTECT THE NATURAL DIVERSITY AND BEAUTY OF PINE ISLAND. WE ACQUIRE, PRESERVE AND MANAGE ENVIRONMENTALLY SENSITIVE, HISTORICAL AN ARCHAEOLOGICALLY IMPORTANT SITES. WE FOSTER APPRECIATION FOR AND UNDERSTANDING OF THE ENVIRONMENT AND OUR PAST.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $58,004

Program Service Revenue $0

Investment Income $30,168

Other Revenue $36,741

TOTAL REVENUE $124,913

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $83,213

Other Expenses $102,180

TOTAL EXPENSES $102,180

Year-over-Year Comparison

	2023	2022	Change
Revenue	$124,913	$265,392	-0.5%
Expenses	$102,180	$37,133	+1.8%
Net Income	$22,733	$228,259	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALICE TRANT	DIRECTOR	5.00	Director	$0	$0	$0
CHERYL KING	VICE PRESIDENT	10.00	Director	$0	$0	$0
LES SMITH	DIRECTOR	10.00	Director	$0	$0	$0
DAVID SCULLION	DIRECTOR	5.00	Director	$0	$0	$0
CATHY HOUSE	DIRECTOR	5.00	Director	$0	$0	$0
BRIAN COTTERILL	DIRECTOR	5.00	Director	$0	$0	$0
CAROLYN MURPHEY	DIRECTOR	2.00	Director	$0	$0	$0
CAROL MULLIN	DIRECTOR	4.00	Director	$0	$0	$0
JUDY OTT	DIRECTOR	10.00	Director	$0	$0	$0
NANCY WEIR	DIRECTOR	10.00	Director	$0	$0	$0
MARTHA KENDALL	SECRETARY	10.00	Officer	$0	$0	$0
JOHN KENDALL	ASSISTANT TREASURER	10.00	Officer	$0	$0	$0
JOAN ROSENBERG	TREASURER	10.00	Officer	$0	$0	$0
FRANCIS POTTER	PRESIDENT	10.00	Officer	$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
2025	No data	No data	No data	No data
2024	$124,913	$102,180	$3,380,847	$22,733
2023	$265,392	$37,133	$3,206,970	$228,259
2022	$178,387	$38,133	$2,975,516	$140,254
2021	$45,715	$33,239	$2,786,365	$12,476
2020	$92,302	$71,674	$2,758,450	$20,628
2019	$117,009	$75,270	$2,694,290	$41,739

CALUSA LAND TRUST NATURE PRESERVE PINE ISLAND INC