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 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

To preserve, protect and restore native hardwood forests and scenic natural areas, biodiversity, wildlife habitat, and water quality on the Western Highland Rim of Tennessee. Each of its 3 programs are based on this mission statement.

Program Service Accomplishments

Program 1
Expenses: $12,862

Swan Trusts Preservation Program includes land acquisitions, accepting gifts of land, and the preparation, filing, and monitoring of conservation easements. Swan Trust holds three conservation...

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Swan Trusts Preservation Program includes land acquisitions, accepting gifts of land, and the preparation, filing, and monitoring of conservation easements. Swan Trust holds three conservation easements, which are monitored annually by volunteers. Volunteers perform all the work on grant proposals, easements, stewardship, and monitoring of the 1,500-acre Big Swan Headwaters Preserve and the 100-acre Highland Woods Preserve. The 25-acre Langford Branch State Natural Area is cooperatively managed with the State of Tennessee. In 2024, Swan Trust began work on the Nashville Highland Rim Forest project (NHRF). The NHRF project promotes conservation easements to link a 50,000-acre forest corridor between existing parks in Nashville, Tennessee to protect water and air quality in Nashville and promote wildlife conservation. This included promoting conservation easements with landowners, and preparing/funding conservation easements.

Program 2
Expenses: $3,367

Swan Trusts Protection Program includes educational outreach to promote protection of Tennessees Western Highland Rim through plant, bird, arthropod, and amphibian identification hikes, annual...

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Swan Trusts Protection Program includes educational outreach to promote protection of Tennessees Western Highland Rim through plant, bird, arthropod, and amphibian identification hikes, annual newsletters, and childrens environmental programs. It also includes scientific research by colleges and universities. In 2024, Tennessee State University graduate students began surveying creeks on Big Swan Headwaters Preserve for the State-endangered Hellbender Salamander. Swan Trust provided 8 events between April and September with experts in botany, biology, ecology, ornithology, and biodiversity for public education. A calendar of these events was printed and mailed to 600 residents of Tennessee, Kentucky and Alabama and posted on the website. Two additional events were held to pick up litter in order to keep it out of streams and the Langford Branch State Natural Area. In 2024, Swan Trusts volunteer biologist met with students in a local school on fifteen occasions to perform fall seed collections and spring seed planting, to explore a wetland, to sample creek macroinvertebrates, and to begin birdwatching skills. Swan Trust volunteers provided tubs of macroinvertebrates from Big Swan Creek at the Hohenwald October Heritage Festival to teach children about biodiversity and water quality.

Program 3
Expenses: $1,165

Swan Trusts Restoration Program includes elimination of invasive plant species and stewardship of all its properties. In 2024, volunteers worked on the Star Branch land purchased in 2022 to eliminate...

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Swan Trusts Restoration Program includes elimination of invasive plant species and stewardship of all its properties. In 2024, volunteers worked on the Star Branch land purchased in 2022 to eliminate invasive plant species on August 8 and September 19, 2024. All labor and equipment were provided free of charge.

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Trantor Score

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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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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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