McKenzie River Trust

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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

1990

Legal Domicile

Principal Officer

JOE MOLL

Phone

5413452799

Tax Period

2024-01-01 to 2024-12-31

McKenzie River Trust, founded in 1990, is a community nonprofit in the Environment sector that reported $7.9M in total revenue in fiscal year 2024. Revenue fell 39% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.8M, a strong 23% operating margin.

Mission

ACQUIRE AND MANAGE LAND AND CONSERVATION EASEMENTS THROUGH PURCHASE AND DONATION TO ENSURE LONG TERM CONSERVATION OF CLEAN WATER, FISH AND WILDLIFE HABITAT, AND OTHER COMMUNITY VALUES.

Program Service Accomplishments

Program 1

Expenses: $4,328,957

LAND CONSERVATION PROGRAMSACQUISITION OF LAND OR INTEREST IN LAND THROUGH PURCHASES OR DONATIONS FROM WILLING LANDOWNERS. MANAGEMENT AND RESTORATION ACTIVITIES ON APPROXIMATELY 5,469 ACRES OF OWNED LANDS IN WESTERN OREGON. THE TRUST ALSO MONITORED 38 CONSERVATION EASEMENTS COVERING 5,145 ACRES THROUGHOUT THE SERVICE AREA.CONDUCT EDUCATIONAL AND INFORMATIONAL MEETINGS WITH LANDOWNERS AND CONSERVATION PARTNERS THROUGHOUT SERVICE AREA. PARTICIPATE IN STRATEGIC CONSERVATION PLANNING EFFORTS WITH AGENCY AND OTHER PARTNERS IN WESTERN OREGON.

Program 2

Expenses: $550,331

PUBLIC OUTREACH PROGRAMSCONDUCT TOURS OF OWNED PROPERTIES AND EASEMENTS FOR THE PUBLIC. PUBLISH MATERIALS ABOUT LAND PROTECTION AND RESTORATION, AND PARTICIPATE IN STATEWIDE LAND CONSERVATION...

PUBLIC OUTREACH PROGRAMSCONDUCT TOURS OF OWNED PROPERTIES AND EASEMENTS FOR THE PUBLIC. PUBLISH MATERIALS ABOUT LAND PROTECTION AND RESTORATION, AND PARTICIPATE IN STATEWIDE LAND CONSERVATION EFFORTS. SHARE IMAGES AND STORIES FROM MRT LANDS THROUGH THE MEDIA, AND REPRESENT THE VALUES OF LAND CONSERVATION IN COMMUNITY MEETINGS. WORK WITH COMMUNITY MEMBERS AND COMMUNITY SUPPORT ORGANIZATIONS WORKING TO STABILIZE AND REBUILD THE MCKENZIE VALLEY AFTER THE SEPTEMBER 2020 HOLIDAY FARM FIRE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $7,619,507

Program Service Revenue $0

Investment Income $207,553

Other Revenue $120,384

TOTAL REVENUE $7,947,444

Expense Breakdown

Grants Paid $404,632

Salaries & Benefits $2,017,421

Fundraising Expenses $664,820

Program Expenses $4,879,288

Other Expenses $3,678,047

TOTAL EXPENSES $6,100,100

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,947,444	$13,044,180	-0.4%
Expenses	$6,100,100	$5,804,858	+0.1%
Net Income	$1,847,344	$7,239,322	-0.7%

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

541

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

$247,233

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE MOLL	Executive Dir.	44.00	Officer	$122,380	$14,299	$136,679
ALLEGRA BURDICK	DIR OF FINANCE	41.00	Officer	$97,654	$12,900	$110,554
MARIAH ACTON	President	3.00	Officer Director	$0	$0	$0
SHOSHANA COHEN	Vice President	3.00	Officer Director	$0	$0	$0
ZACHARY DOLAN	Secretary	3.00	Officer Director	$0	$0	$0
CHRISTIAN BECK	Treasurer	3.00	Officer Director	$0	$0	$0
TOM BARKIN	Director	2.00	Director	$0	$0	$0
ANN FIDANQUE	Director	2.00	Director	$0	$0	$0
BOB WARREN	Director	2.00	Director	$0	$0	$0
LINDA CARNINE	Director	2.00	Director	$0	$0	$0
DAVID FRYEFIELD	Director	2.00	Director	$0	$0	$0
PAUL BURNS	Director	2.00	Director	$0	$0	$0
JASON JOHNSON	Director	2.00	Director	$0	$0	$0
CRAIG DERECAT	Director	2.00	Director	$0	$0	$0
ALAN CONTRERAS	Director	2.00	Director	$0	$0	$0
DAVID HULSE	Director	2.00	Director	$0	$0	$0
THERESA MAY	Director	2.00	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	$7,947,444	$6,100,100	$27,345,967	$1,847,344
2023	$13,044,180	$5,804,858	$25,805,434	$7,239,322
2022	$2,997,660	$2,559,837	$16,214,688	$437,823
2021	$5,680,639	$3,377,269	$16,079,126	$2,303,370
2020	$2,375,221	$1,775,475	$13,212,783	$599,746
2019	$2,844,949	$1,939,700	$11,282,967	$905,249
2018	$1,566,177	$1,761,560	$9,698,859	$-195,383