Lower Nehalem Community Trust (EIN 743052925) - 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

2002

Legal Domicile

Principal Officer

EMILY AKDEDIAN

Phone

5033683203

Tax Period

2024-07-01 to 2025-06-30

Lower Nehalem Community Trust, founded in 2002, is a small nonprofit in the Animal-Related sector that reported $472K in total revenue in fiscal year 2024. Revenue surged 44% from the prior year, signaling strong growth momentum. Expenses of $428K left a modest 9% surplus.

Mission

THE LOWER NEHALEM COMMUNITY TRUST PRESERVES LAND AND NURTURES CONSERVATION VALUES IN PARTNERSHIP WITH AN ENGAGED COMMUNITY IN THE NEHALEM REGION OF THE OREGON COAST.

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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 $450,502

Program Service Revenue $5,059

Investment Income $27,381

Other Revenue $-11,119

TOTAL REVENUE $471,823

Expense Breakdown

Grants Paid $0

Salaries & Benefits $224,215

Fundraising Expenses $26,494

Program Expenses $319,572

Other Expenses $204,170

TOTAL EXPENSES $428,385

Year-over-Year Comparison

	2024	2023	Change
Revenue	$471,823	$328,533	+0.4%
Expenses	$428,385	$337,957	+0.3%
Net Income	$43,438	$-9,424	-5.6%

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

207

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

$77,520

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EMILY AKDEDIAN	Executive Dir.	40.00	Officer	$75,150	$2,370	$77,520
DEBBIE MOBERLY	President	20.00	Officer Director	$0	$0	$0
ROXANN BALMER	Treasurer	20.00	Officer Director	$0	$0	$0
JESSE DAVIDSON	Secretary	20.00	Officer Director	$0	$0	$0
DOUG FIRSTBROOK	Director	15.00	Director	$0	$0	$0
NANCY CHASE	Director	15.00	Director	$0	$0	$0
MICHAEL PATTERSON	Director	15.00	Director	$0	$0	$0
KOPALI SERNA	Director	15.00	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
2025	$471,823	$428,385	$5,484,907	$43,438
2024	$328,533	$337,957	$5,326,911	$-9,424
2023	$244,499	$284,825	$5,236,534	$-40,326
2022	$492,005	$201,742	$5,252,840	$290,263
2021	$563,554	$179,013	$5,080,090	$384,541
2020	$355,875	$145,284	$4,649,153	$210,591
2019	$595,179	$157,542	$4,426,232	$437,637
2018	$219,565	$157,908	$3,962,525	$61,657

Lower Nehalem Community Trust