SWAN CONSERVATION TRUST

EIN: 621533892 501(c)(3) Environment

SUMMERTOWN, TN

Total Revenue
$92,476
Total Expenses
$27,677
Total Assets
$1,726,508
Net Assets
$1,726,508
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1992
Legal Domicile
TN
Phone
9319644402
Tax Period
2024-01-01 to 2024-12-31

SWAN CONSERVATION TRUST, founded in 1992, is a micro nonprofit in the Environment sector that reported $92K in total revenue in fiscal year 2024. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $65K, a strong 70% operating margin.

Mission

Swan Trust has been a volunteer nonprofit with a totally independent, unpaid board that has preserved, protected, and restored native hardwood forests, biodiversity, wildlife habitat, and water quality on the TN Western Highland Rim for the past 30 years. In 2022, Swan Trust purchased 141 acres, increasing our preserved land to 1,500 acres. Volunteers work to eliminate invasive species and monitor conservation easements. Volunteers provide public education to protect the environment through hikes, newsletters, bioblitz, and childrens programs on climate change, plant, animal and insect biodiversity.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $70,607
Program Service Revenue $0
Investment Income $8,800
Other Revenue $13,069
TOTAL REVENUE $92,476

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $3,877
Program Expenses $17,394
Other Expenses $27,677
TOTAL EXPENSES $27,677

Year-over-Year Comparison

2024 2023 Change
Revenue $92,476 $58,956 +0.6%
Expenses $27,677 $15,492 +0.8%
Net Income $64,799 $43,464 +0.5%
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

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Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
10
Employees
N/A
Volunteers
36

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
4
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMES MOORE President 2.00
Officer Director
$0 $0 $0
CAROL NELSON Secretary 1.00
Officer Director
$0 $0 $0
MICHAEL A LEE Treasurer 1.00
Officer Director
$0 $0 $0
CYNTHIA ROHRBACH Trustee 35.00
Director
$0 $0 $0
ROSE CROCKETT Vice President 3.00
Officer Director
$0 $0 $0
ALANA ELLEN COOK Trustee 30.00
Director
$0 $0 $0
THERESA BROWN Trustee 2.00
Director
$0 $0 $0
KENNETH BRECKENRIDGE Trustee 5.00
Director
$0 $0 $0
NATHAN LAFFERTY Trustee 1.00
Director
$0 $0 $0
CINDY THOMAS Trustee 1.00
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 $92,476 $27,677 $1,726,508 $64,799
2023 $58,956 $15,492 $1,661,709 $43,464
2022 $249,224 $14,658 $1,575,957 $234,566
2021 $63,013 $12,066 $1,313,091 $50,947
2020 $34,650 $15,091 $1,262,144 $19,559
2019 $32,688 $21,082 $1,242,585 $11,606
2019 $32,688 $21,082 $1,242,585 $11,606
2018 $26,921 $23,579 $1,230,979 $3,342
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