THE WATERSHED RESEARCH & TRAINING … - Form 990 Financial Data

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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

1985

Legal Domicile

Principal Officer

DR YVONNE EVERETT

Phone

5306284206

Tax Period

2024-04-01 to 2025-03-31

THE WATERSHED RESEARCH & TRAINING CENTER, founded in 1985, is a mid-sized nonprofit in the Education sector that reported $21.5M in total revenue in fiscal year 2024. Revenue surged 80% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.1M, a strong 33% operating margin.

Mission

TO PROMOTE HEALTHY COMMUNITIES AND SUSTAINABLE FORESTS THROUGH RESEARCH, EDUCATION, TRAINING AND ECONOMIC DEVELOPMENT.

Program Service Accomplishments

Program 1

Expenses: $2,482,847

458 REGIONAL FOREST AND FIRE CAPACITY II - INCREASE REGIONAL CAPACITY TO PRIORITIZE, DEVELOP, AND IMPLEMENT PROJECTS THAT IMPROVE FOREST HEALTH AND FIRE RESILIENCY, FACILITATE GREENHOUSE GAS...

458 REGIONAL FOREST AND FIRE CAPACITY II - INCREASE REGIONAL CAPACITY TO PRIORITIZE, DEVELOP, AND IMPLEMENT PROJECTS THAT IMPROVE FOREST HEALTH AND FIRE RESILIENCY, FACILITATE GREENHOUSE GAS EMISSIONS REDUCTIONS, AND INCREASE CARBON SEQUESTRATION IN FORESTS THROUGHOUT CALIFORNIA.

Program 2

Expenses: $1,622,112

507 USFS HEALTHY AND RESILIENT FOREST LANDSCAPE RESTORATION - A STEWARDSHIP AGREEMENT TO EXPAND COOPERATION, CAPACITY, ALIGNMENT, AND EFFICIENCIES IN ALL PAHSES OF LANDSCAPE RESTORATION, WITH AN...

507 USFS HEALTHY AND RESILIENT FOREST LANDSCAPE RESTORATION - A STEWARDSHIP AGREEMENT TO EXPAND COOPERATION, CAPACITY, ALIGNMENT, AND EFFICIENCIES IN ALL PAHSES OF LANDSCAPE RESTORATION, WITH AN EMPHASIS ON VEGETATION AND FUELS MANAGEMENT SO THAT BOTH THE SHASTA TRINITY NATIONAL FOREST AND THE WRTC MAY REALIZE INCREASED PACE AND SCALE IN THEIR MUTUALLY BENEFICIAL LANDSCAPE RESTORATION AND MAINTENANCE EFFORTS.

Program 3

Expenses: $998,415

564 CALFIRE SOUTHERN TRINITY FIRE RESILIENCY PROJECTS - A STRATEGIC, LANDSCAPE-SCALE FUELS REDUCTION AND PRESCRIBED BURN PROJECT TO CREATE RIDGETOP FUEL BREAKS, AND REDUCE FUEL LOADING IN AND BETWEEN...

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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 $21,280,202

Program Service Revenue $224,242

Investment Income $9,369

Other Revenue $7,177

TOTAL REVENUE $21,520,990

Expense Breakdown

Grants Paid $1,401,578

Salaries & Benefits $7,631,989

Fundraising Expenses $933

Program Expenses $13,110,325

Other Expenses $5,399,085

TOTAL EXPENSES $14,432,652

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,520,990	$11,969,472	+0.8%
Expenses	$14,432,652	$11,532,041	+0.3%
Net Income	$7,088,338	$437,431	+15.2%

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

183

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

Key Employees

$329,093

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR YVONNE EVERETT	CHARIMAN	1.00	Officer Director	$0	$0	$0
ARNOLD WHITRIDGE	SECRETARY	1.00	Officer Director	$0	$0	$0
RUSSELL HENLY	TREASURER	1.00	Officer Director	$0	$0	$0
SARAH ALDINGER	BOARD MEMBER	1.00	Director	$0	$0	$0
SHERRY CHILCOTT	BOARD MEMBER	1.00	Director	$0	$0	$0
DR CECILIA DANKS	BOARD MEMBER	1.00	Director	$0	$0	$0
DONNA HARMON	BOARD MEMBER	1.00	Director	$0	$0	$0
KYLE DE JULIO	BOARD MEMBER	1.00	Director	$0	$0	$0
NICK GOULETTE	COEXECUTIVE	40.00	Key Emp	$157,248	$0	$157,248
MICHELLE MEDLEY-DANIEL	COEXECUTIVE	40.00	Key Emp	$171,845	$0	$171,845
HEATHER JONES	ADMIN DIRECT	40.00	Highest	$112,798	$0	$112,798
RACHEL EVANS	OPERATIONS D	40.00	Highest	$114,455	$0	$114,455
JOSH SMITH	PROGRAM DIRE	40.00	Highest	$117,676	$0	$117,676

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
2025	$21,520,990	$14,432,652	$12,150,946	$7,088,338
2024	$11,969,472	$11,532,041	$6,760,801	$437,431
2023	$9,017,965	$8,773,109	$4,535,410	$244,856
2022	$5,970,626	$5,070,379	$2,965,722	$900,247
2021	$4,438,190	$4,288,934	$1,295,395	$149,256
2020	$3,312,580	$3,397,139	$1,292,600	$-84,559
2019	$4,771,328	$4,012,609	$1,681,551	$758,719

THE WATERSHED RESEARCH & TRAINING CENTER