JACOBY CREEK LAND TRUST (EIN 943159789) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

CHARLES POWELL

Phone

7078220900

Tax Period

2024-01-01 to 2024-12-31

JACOBY CREEK LAND TRUST, founded in 1992, is a small nonprofit in the Environment sector that reported $163K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $189K exceeded revenue, resulting in a 16% operating deficit.

Mission

PRESERVATION OF WATERSHED FOR SCIENCE, HISTORY, EDUCATION, RECREATION, AGRICULTURE, AND SCENERY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $165,061

Program Service Revenue $0

Investment Income $15,998

Other Revenue $-17,618

TOTAL REVENUE $163,441

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $164,808

Other Expenses $189,239

TOTAL EXPENSES $189,239

Year-over-Year Comparison

	2024	2023	Change
Revenue	$163,441	$130,429	+0.3%
Expenses	$189,239	$173,304	+0.1%
Net Income	$-25,798	$-42,875	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
CHERYL DILLINGHAM	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
COLIN ANDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES POWELL	TREASURER	2.00	Officer Director	$0	$0	$0
MARK FRITZKE	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON LOPICCOLO	SECRETARY	1.00	Officer Director	$0	$0	$0
KYLE SIPES	BOARD MEMBER	1.00	Director	$0	$0	$0
DONNA LUCKEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
PETER BARKER	BOARD MEMBER	1.00	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	$163,441	$189,239	$2,977,937	$-25,798
2023	$130,429	$173,304	$2,970,266	$-42,875
2022	$114,823	$126,796	$2,967,324	$-11,973
2021	$54,819	$79,998	$3,061,646	$-25,179
2020	$68,376	$92,104	$3,053,531	$-23,728
2019	$46,279	$52,598	$3,017,599	$-6,319
2018	$31,205	$39,702	$2,964,756	$-8,497

JACOBY CREEK LAND TRUST