Robert E Ahlf Preserve Fund NFP (EIN 881593841) - 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

2021

Legal Domicile

Principal Officer

David Smith

Tax Period

2023-09-01 to 2024-08-31

Robert E Ahlf Preserve Fund NFP, founded in 2021, is a small nonprofit in the Animal-Related sector that reported $329K in total revenue in fiscal year 2023. Revenue fell 78% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $63K, a strong 19% operating margin.

Mission

Supporting Organization of the Homewood Izaak Walton Preserve, Inc

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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 $45,816

Program Service Revenue $0

Investment Income $283,102

Other Revenue $0

TOTAL REVENUE $328,918

Expense Breakdown

Grants Paid $265,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $265,474

Other Expenses $474

TOTAL EXPENSES $265,474

Year-over-Year Comparison

	2023	2022	Change
Revenue	$328,918	$1,507,223	-0.8%
Expenses	$265,474	$115,485	+1.3%
Net Income	$63,444	$1,391,738	-1.0%

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
John Brinkman	President	1.5	Officer Director	$0	$0	$0
Greg Busler	Secretary	1.0	Officer Director	$0	$0	$0
Dave Smith	Treasurer	1.5	Officer Director	$0	$0	$0
Shawn Straney	Director	1.0	Director	$0	$0	$0
Kevin Jennings	Director	1.0	Director	$0	$0	$0
Jerry Tienstra	Vice President	1.0	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	$328,918	$265,474	$7,504,311	$63,444
2023	$1,507,223	$115,485	$6,866,900	$1,391,738
2022	$3,626,941	$207,401	$5,673,090	$3,419,540

Robert E Ahlf Preserve Fund NFP