SANTA LUCIA CONSERVANCY (EIN 770411485) - 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

1994

Legal Domicile

Principal Officer

RICHARD FRANK

Phone

8316268595

Tax Period

2023-01-01 to 2023-12-31

SANTA LUCIA CONSERVANCY, founded in 1994, is a community nonprofit in the Environment sector that reported $4.7M in total revenue in fiscal year 2023. Revenue surged 256% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 30% operating margin.

Mission

TO PROTECT AND STEWARD IN PERPETUITY THE UNIQUE NATURAL, CULTURAL, AND ASTHETIC RESOURCES OF THE PRESERVE AND SERVE AS A MODEL OF ECOLOGICALLY SUSTAINABLE DEVELOPMENT TO COMMITTEES OUTSIDE THE PRESERVE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,423,089

Program Service Revenue $61,235

Investment Income $3,186,860

Other Revenue $54,587

TOTAL REVENUE $4,725,771

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,165,995

Fundraising Expenses $0

Program Expenses $2,416,719

Other Expenses $2,139,709

TOTAL EXPENSES $3,305,704

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,725,771	$1,328,102	+2.6%
Expenses	$3,305,704	$2,564,648	+0.3%
Net Income	$1,420,067	$-1,236,546	-2.1%

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

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

$189,353

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMISON WATTS	Executive Dir.	40.00	Officer	$189,353	$0	$189,353
SCOT SMYTHE	DIRECTOR	3.00	Director	$0	$0	$0
ANDREW LAWSON	DIRECTOR	3.00	Director	$0	$0	$0
SCOTT HENNESSY	DIRECTOR	3.00	Director	$0	$0	$0
RICHARD FRANK	CHAIRMAN	3.00	Officer Director	$0	$0	$0
LORRAINE YGLESIAS	SECRETARY	3.00	Officer Director	$0	$0	$0
PAUL KRANHOLD	DIRECTOR	3.00	Director	$0	$0	$0
KATHY SIEGEL	DIRECTOR	3.00	Director	$0	$0	$0
RICHARD SCHAEFER	TREASURER	3.00	Officer Director	$0	$0	$0
JIM ANDRASICK	VICE CHAIR	3.00	Officer 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	No data	No data	No data	No data
2023	$4,725,771	$3,305,704	$70,692,144	$1,420,067
2022	$1,328,102	$2,564,648	$69,181,252	$-1,236,546
2021	$16,596,032	$2,140,795	$76,766,704	$14,455,237
2020	$420,829	$2,333,293	$73,812,523	$-1,912,464
2019	$923,655	$1,901,104	$71,765,932	$-977,449
2018	$2,379,879	$1,328,454	$68,258,784	$1,051,425

SANTA LUCIA CONSERVANCY