Walnut Creek Preserve Inc (EIN 822268945) - 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

2017

Legal Domicile

Phone

8286251122

Tax Period

2023-01-01 to 2023-12-31

Walnut Creek Preserve Inc, founded in 2017, is a small nonprofit in the Environment sector that reported $130K in total revenue in fiscal year 2023. Revenue surged 239% from the prior year, signaling strong growth momentum. The organization ran a surplus of $104K, a strong 80% operating margin.

Mission

The mission of Walnut Creek Preserve is to serve as a regional location in Polk County, and adjacent to Rutherford County, NC, using the Anne Elizabeth Suratt Nature Center and adjacent private forest lands to (continued on page 2)

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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 $100,000

Program Service Revenue $0

Investment Income $30,130

Other Revenue $0

TOTAL REVENUE $130,130

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $23,956

Other Expenses $24,592

TOTAL EXPENSES $26,592

Year-over-Year Comparison

	2023	2022	Change
Revenue	$130,130	$38,336	+2.4%
Expenses	$26,592	$30,889	-0.1%
Net Income	$103,538	$7,447	+12.9%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Barbara S Strickland	President	8.00	Officer Director	$0	$0	$0
Amos C Dawson III	Vice President	1.00	Officer Director	$0	$0	$0
Stratford Douglas	Director	1.00	Director	$0	$0	$0
Wyatt Shuford Smith	Director	1.00	Director	$0	$0	$0
Robert M Lazar MD	Director	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	No data	No data	No data	No data
2023	$130,130	$26,592	$1,544,448	$103,538
2022	$38,336	$30,889	$1,353,177	$7,447
2021	$135,471	$18,816	$1,473,625	$116,655
2020	$5,643	$20,021	$1,315,395	$-14,378
2019	$531,524	$27,501	$1,307,796	$504,023
2018	$802,239	$11,626	$777,667	$790,613

Walnut Creek Preserve Inc