THE SAN JUAN PRESERVATION TRUST

EIN: 911078355 501(c)(3) Environment

FRIDAY HARBOR, WA

Total Revenue
$15,959,999
Total Expenses
$12,454,938
Total Assets
$67,192,748
Net Assets
$67,096,784
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1979
Legal Domicile
WA
Principal Officer
BARBARA ROSENKOTTER
Phone
3603782461
Tax Period
2023-01-01 to 2023-12-31

THE SAN JUAN PRESERVATION TRUST, founded in 1979, is a mid-sized nonprofit in the Environment sector that reported $16.0M in total revenue in fiscal year 2023. Revenue surged 103% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.5M, a strong 22% operating margin.

Mission

LAND CONSERVATION & EDUCATION IN THE SAN JUAN ARCHIPELAGO HAS PERMANENTLY PROTECTED 299 PROPERTIES, 51 MILES OF SHORELINE & 18,700 ACRES ON 22 ISLANDS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $14,855,466
Program Service Revenue $0
Investment Income $1,049,267
Other Revenue $55,266
TOTAL REVENUE $15,959,999

Expense Breakdown

Grants Paid $8,000
Salaries & Benefits $1,640,894
Fundraising Expenses $405,093
Program Expenses $11,361,847
Other Expenses $10,806,044
TOTAL EXPENSES $12,454,938

Year-over-Year Comparison

2023 2022 Change
Revenue $15,959,999 $7,845,961 +1.0%
Expenses $12,454,938 $5,944,489 +1.1%
Net Income $3,505,061 $1,901,472 +0.8%
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

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Liquidity & Cash Position

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Governance

Voting Members
16
Independent Members
16
Employees
26
Volunteers
149

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
5
$147,293
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BARBARA ROSENKOTTER PRESIDENT 3.00
Officer Director
$0 $0 $0
ERIC BECKMAN MEMBER 1.00
Director
$0 $0 $0
ERIK ANDERSON TREASURER 2.00
Officer Director
$0 $0 $0
SARAH HART SECRETARY 2.00
Officer Director
$0 $0 $0
NANCY GREENE VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
TOM COWAN MEMBER 1.00
Director
$0 $0 $0
GEOFF DUNBAR MEMBER 1.00
Director
$0 $0 $0
JOE HERRIN MEMBER 1.00
Director
$0 $0 $0
JOHN HOWELL MEMBER 1.00
Director
$0 $0 $0
JACK GROBAN MEMBER 1.00
Director
$0 $0 $0
DAVID DUGGINS MEMBER 1.00
Director
$0 $0 $0
PETE KILPATRICK MEMBER 1.00
Director
$0 $0 $0
MARK JOHNSEN MEMBER 1.00
Director
$0 $0 $0
ROBIN REID MEMBER 1.00
Director
$0 $0 $0
JUDY MEYER MEMBER 1.00
Director
$0 $0 $0
PHIL SHERBURNE MEMBER 1.00
Director
$0 $0 $0
ANGELA ANDERSON EXECUTIVE DIRECTOR 40.00
Officer
$143,288 $4,005 $147,293
KRISTIN BUCKLEY EMPLOYEE 40.00
Highest
$103,635 $2,920 $106,555
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 $15,959,999 $12,454,938 $67,192,748 $3,505,061
2022 $7,845,961 $5,944,489 $63,374,031 $1,901,472
2021 $3,224,366 $3,240,104 $63,398,205 $-15,738
2020 $13,585,181 $7,155,628 $61,897,403 $6,429,553
2019 $4,598,496 $1,933,083 $53,853,439 $2,665,413
2018 $3,150,412 $1,558,594 $49,394,636 $1,591,818
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