HARPETH CONSERVANCY (EIN 621802858) - 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

1999

Legal Domicile

Principal Officer

GRACE STRANCH

Phone

6157909767

Tax Period

2024-04-01 to 2025-03-31

HARPETH CONSERVANCY, founded in 1999, is a community nonprofit in the Environment sector that reported $1.9M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $765K, a strong 40% operating margin.

Mission

TO RESTORE AND PROTECT CLEAN WATER AND HEALTHY ECOSYSTEMS FOR RIVERS IN TENNESSEE BY EMPLOYING SCIENTIFIC EXPERTISE AND COLLABORATIVE RELATIONSHIPS TO DEVELOP, PROMOTE, AND SUPPORT BROAD COMMUNITY STEWARDSHIP AND ACTION.

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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 $2,298,791

Program Service Revenue $3,522

Investment Income $35,528

Other Revenue $-413,852

TOTAL REVENUE $1,923,989

Expense Breakdown

Grants Paid $34,912

Salaries & Benefits $939,820

Fundraising Expenses $142,516

Program Expenses $964,505

Other Expenses $184,225

TOTAL EXPENSES $1,158,957

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,923,989	$1,478,865	+0.3%
Expenses	$1,158,957	$1,300,920	-0.1%
Net Income	$765,032	$177,945	+3.3%

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

500

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

$319,852

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTIAN CURREY	DIRECTOR	0.50	Director	$0	$0	$0
DEEDEE WADE	DIRECTOR	0.50	Director	$0	$0	$0
KEVIN DAVIS	SECRETARY	0.50	Officer Director	$0	$0	$0
JARED KING	TREASURER	0.75	Officer Director	$0	$0	$0
COURTNEY LAGINESS	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
CHAD BOTTORFF	DIRECTOR	0.25	Director	$0	$0	$0
LAYTON MENG	VICE CHAIR	0.50	Officer Director	$0	$0	$0
BEN WHEELER	DIRECTOR	0.50	Director	$0	$0	$0
FERNANDO SILVA	DIRECTOR	0.25	Director	$0	$0	$0
PAUL ALLEN	DIRECTOR	0.25	Director	$0	$0	$0
KELLY FRAZIER	DIRECTOR	0.25	Director	$0	$0	$0
JEREMY COX	DIRECTOR	0.50	Director	$0	$0	$0
MATT DOBSON V	DIRECTOR	0.25	Director	$0	$0	$0
THERESE KOMAR	DIRECTOR	0.75	Director	$0	$0	$0
DORENE BOLZE	PRESIDENT	40.00	Officer	$149,055	$17,863	$166,918
GRACE STRANCH	CEO	40.00	Officer	$148,480	$4,454	$152,934

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	$1,923,989	$1,158,957	$1,739,771	$765,032
2024	$1,478,865	$1,300,920	$946,688	$177,945
2023	$1,378,683	$1,107,762	$728,788	$270,921
2022	$887,504	$809,146	$492,868	$78,358
2021	$643,766	$508,526	$361,257	$135,240
2020	$517,892	$503,610	$73,202	$14,282
2019	$426,447	$500,121	$44,782	$-73,674
2018	$505,657	$504,989	$135,885	$668

HARPETH CONSERVANCY