Fort Ross Conservancy

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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

1976

Legal Domicile

Principal Officer

Ian Taylor

Phone

7078473437

Tax Period

2024-01-01 to 2024-12-31

Fort Ross Conservancy, founded in 1976, is a small nonprofit in the Arts, Culture & Humanities sector that reported $313K in total revenue in fiscal year 2024. Revenue fell 55% from the prior year — a significant decline worth monitoring. Expenses of $404K exceeded revenue, resulting in a 29% operating deficit.

Mission

Fort Ross Conservancy (FRC) is the not-for-profit partner of the Russian River Sector, Sonoma/Mendocino District of California State Parks. FRC works to preserve the nature and culture of the Sonoma Coast for the benefit of the public.

Program Service Accomplishments

Program 1

Expenses: $336,497 Revenue: $279,404

Outreach - FRC staffs a bookshop and two visitor centers, publishes brochures andwebsite content related to our parks, and funds two interpreters to share theirknowledge with visitors. Our annual...

Outreach - FRC staffs a bookshop and two visitor centers, publishes brochures andwebsite content related to our parks, and funds two interpreters to share theirknowledge with visitors. Our annual Fort Ross Dialogue conference, an independentforum which encourages collaboration, promotes our parks internationally.Youth Programming - FRCs outdoor education Environmental Living Program, aligned with 4th and 5th grade California standards, provides hands-on learning to allow students to directly experience 19th century history. Our Marine Ecology Program teaches students how to identify species and learn data collection with the Sonoma coast as their classroom.Land Stewardship - FRC believes land stewardship is core to our organizationsmission. We coordinate marine mammal census work to track the populations of Stellerand California sea lions on the offshore rocks at Fort Ross, with data distributed to scientific institutions. We are currently coordinating a multi-year grant to track the health of the endangered Behrens spotted butterfly. Both projects include both FRC staff and trained volunteers.FRC supports California State Parks in maintaining the cultural resources at ourparks. We steward 9,400 acres from intertidal habitat to redwood groves; preserve 15historic buildings and cultural features, staff two visitor centers, research andwrite books, pamphlets and interpretive panels, and engage over 300,000 visitorsannually.

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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 $29,510

Program Service Revenue $279,404

Investment Income $1,627

Other Revenue $2,500

TOTAL REVENUE $313,041

Expense Breakdown

Grants Paid $0

Salaries & Benefits $292,072

Fundraising Expenses $7,472

Program Expenses $336,497

Other Expenses $111,593

TOTAL EXPENSES $403,665

Year-over-Year Comparison

	2024	2023	Change
Revenue	$313,041	$694,535	-0.5%
Expenses	$403,665	$907,487	-0.6%
Net Income	$-90,624	$-212,952	-0.6%

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

150

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

$65,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ian Taylor	Executive Dir.	32.00	Director	$65,000	$0	$65,000
Timothy Kelly	Director	2.00	Director	$0	$0	$0
Rich Panter	Director	2.00	Director	$0	$0	$0
Sabrena Rosenberg	Director	2.00	Director	$0	$0	$0
Deborah Gordon	Director	2.00	Director	$0	$0	$0
John Benitz	President	4.00	Officer	$0	$0	$0
Sarah Sweedler	Vice President	2.50	Officer	$0	$0	$0
Sandra Curtis	Secretary	2.50	Officer	$0	$0	$0
Jonathan Tiemann	Treasurer	2.00	Officer	$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	$313,041	$403,665	$662,232	$-90,624
2023	$694,535	$907,487	$633,160	$-212,952
2022	$602,140	$542,728	$871,992	$59,412
2021	$452,163	$411,861	$922,552	$40,302
2020	$434,737	$451,082	$858,075	$-16,345
2019	$656,860	$563,454	$914,238	$93,406
2018	$630,654	$601,315	$797,773	$29,339