ACF BRIGHT LEAF PRESERVE FORMERLY KNOWN AS CHARITABLE HOLDINGS (EIN 742622814) - 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

1991

Legal Domicile

Principal Officer

MIKE NELLIS

Phone

5124724483

Tax Period

2021-01-01 to 2021-12-31

ACF BRIGHT LEAF PRESERVE FORMERLY KNOWN AS CHARITABLE HOLDINGS, founded in 1991, is a small nonprofit that reported $540K in total revenue in fiscal year 2021. Revenue surged 401% from the prior year, signaling strong growth momentum. The organization ran a surplus of $236K, a strong 44% operating margin.

Mission

TO ASSIST THE AUSTIN COMMUNITY FOUNDATION IN CARRYING OUT ITS CHARITABLE PURPOSES, SPECIFICALLY AND PRIMARILY FOR THE PURPOSE OF THE PRESERVATION AND CONSERVATION OF A WILDLIFE AND NATURE PRESERVE.

🔒

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 (2021)

Revenue Breakdown

Contributions & Grants $540,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $540,000

Expense Breakdown

Grants Paid $284,762

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $294,112

Other Expenses $19,240

TOTAL EXPENSES $304,002

Year-over-Year Comparison

	2021	2020	Change
Revenue	$540,000	$107,859	+4.0%
Expenses	$304,002	$105,394	+1.9%
Net Income	$235,998	$2,465	+94.7%

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

$454,722

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN NELSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
MIKE COOK	SEC'Y/TREAS	1.00	Officer Director	$0	$0	$0
STEVE SAUNDERS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BILL VOLK	DIRECTOR	1.00	Director	$0	$0	$0
MIKE NELLIS	ASSISTANT SECRETARY	1.00	Officer	$0	$19,652	$269,713
CORALIE PLEDGER	CFO OF ACF	1.00	Officer	$0	$14,406	$185,009

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
2021	$540,000	$304,002	$448,225	$235,998
2020	$107,859	$105,394	$213,416	$2,465
2019	$78,000	$78,000	$209,762	No data
2018	$77,597	$84,077	$209,247	$-6,480

ACF BRIGHT LEAF PRESERVE FORMERLY KNOWN AS CHARITABLE HOLDINGS