SOUTHERN WISCONSIN LAND CONSERVANCY (EIN 824936924) - 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

2018

Legal Domicile

Principal Officer

STEVEN APFELBAUM

Phone

6088976091

Tax Period

2023-01-01 to 2023-12-31

SOUTHERN WISCONSIN LAND CONSERVANCY, founded in 2018, is a small nonprofit in the Environment sector that reported $315K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $378K exceeded revenue, resulting in a 20% operating deficit.

Mission

DEDICATED TO WORKING WITH LAND OWNERS TO PROTECT CONSERVATION-WORTHY LAND AND NATURAL RESOURCES OF SOUTHERN WISCONSIN.

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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 $12,563

Program Service Revenue $299,826

Investment Income $2,380

Other Revenue $170

TOTAL REVENUE $314,939

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $346,144

Other Expenses $377,751

TOTAL EXPENSES $377,751

Year-over-Year Comparison

	2023	2022	Change
Revenue	$314,939	$268,802	+0.2%
Expenses	$377,751	$301,128	+0.3%
Net Income	$-62,812	$-32,326	+0.9%

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

N/A

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
STEVEN APFELBAUM	PRESIDENT	N/A	Officer Director	$0	$0	$0
GRACE BURNS	DIRECTOR	N/A	Director	$0	$0	$0
LEA DALY	DIRECTOR	N/A	Director	$0	$0	$0
SUE FAVILLE	DIRECTOR	N/A	Director	$0	$0	$0
ZACK KOOI	DIRECTOR	N/A	Director	$0	$0	$0
MEGHAN LAPOINTE	DIRECTOR	N/A	Director	$0	$0	$0
SUSAN LEHNHARDT	SECRETARY	N/A	Officer Director	$0	$0	$0
MEREDITH G TRIPP	TREASURER	N/A	Officer Director	$0	$0	$0
RICHARD TRIPP	VICE PRESIDE	N/A	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	$314,939	$377,751	$2,540,246	$-62,812
2022	$268,802	$301,128	$2,482,267	$-32,326
2021	$1,273,907	$90,791	$2,714,989	$1,183,116
2020	$2,170,763	$1,354,209	$1,638,561	$816,554
2020	$2,170,763	$1,343,848	$1,642,195	$826,915
2019	$56,617	$221,491	$783,143	$-164,874
2018	$689,233	$67,186	$953,576	$622,047
2018	$689,233	$67,186	$953,576	$622,047

SOUTHERN WISCONSIN LAND CONSERVANCY