ROSEDALE CONSERVANCY INC

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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

2002

Legal Domicile

Principal Officer

Jill Hall

Phone

2408886027

Tax Period

2024-12-01 to 2025-11-30

ROSEDALE CONSERVANCY INC, founded in 2002, is a small nonprofit in the Environment sector that reported $151K in total revenue in fiscal year 2024. The organization ran a surplus of $59K, a strong 39% operating margin.

Mission

The Conservancy has been organized to operate exclusively for charitable and educational purposes, including but not limited to promoting the preservation of the historic lawns of the Rosedale Estate for the use and education of the general public.

Program Service Accomplishments

Program 1

Expenses: $81,401 Revenue: $0

The Conservancy is a land trust that insures access to a 3.1 acre urban historic landscape for multiple uses. It serves between 500 and 1000 persons annually.

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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 $115,844

Program Service Revenue $23,775

Investment Income $11,598

Other Revenue $0

TOTAL REVENUE $151,217

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $3,798

Program Expenses $81,401

Other Expenses $92,373

TOTAL EXPENSES $92,373

Year-over-Year Comparison

	2024	2023	Change
Revenue	$151,217	$148,888	+0.0%
Expenses	$92,373	$76,731	+0.2%
Net Income	$58,844	$72,157	-0.2%

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

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
Danna McCormick	Treasurer	4	Officer Director	$0	$0	$0
Alyse Graham	director	0.5	Director	$0	$0	$0
Hardin Lang	director	1	Director	$0	$0	$0
Rick Nash	ANC representative	0.5	Director	$0	$0	$0
George Marcou	director	1.5	Director	$0	$0	$0
Julie Martin	CPCA representative	0.5	Director	$0	$0	$0
Christine Hobbs	CPHS representative	0.5	Director	$0	$0	$0
Richard Peyster	director	1.5	Director	$0	$0	$0
Zenobia Rae	director	0.5	Director	$0	$0	$0
Julie Rawe	director	0.5	Director	$0	$0	$0
Jill Hall	President	5	Director Key Emp	$0	$0	$0
Roger Pollak	director	0.5	Officer Director	$0	$0	$0
James Wickett	director	1	Officer Director	$0	$0	$0
Andrew Slebos	director	0.5	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
2025	$151,217	$92,373	$5,830,255	$58,844
2024	$148,888	$76,731	$5,728,367	$72,157
2023	$101,525	$102,601	$5,610,554	$-1,076
2022	$146,721	$73,215	$5,588,889	$73,506
2021	$101,457	$69,112	$5,531,597	$32,345
2020	$99,115	$56,977	$5,507,361	$42,138
2019	$118,330	$64,081	$5,464,922	$54,249
2018	$109,818	$59,006	$5,404,392	$50,812