UPPER VALLEY LAND TRUST INC (EIN 020387997) - Form 990 Financial Analysis & Trantor Score

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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

1987

Legal Domicile

Principal Officer

JEANIE MCINTYRE

Phone

6036436626

Tax Period

2024-07-01 to 2025-06-30

UPPER VALLEY LAND TRUST INC, founded in 1987, is a community nonprofit in the Environment sector that reported $4.4M in total revenue in fiscal year 2024. Revenue surged 103% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.0M, a strong 46% operating margin.

Mission

LAND CONSERVATION

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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 $3,958,730

Program Service Revenue $50,514

Investment Income $377,847

Other Revenue $3,063

TOTAL REVENUE $4,390,154

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,028,118

Fundraising Expenses $61,104

Program Expenses $2,086,021

Other Expenses $1,343,971

TOTAL EXPENSES $2,372,089

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,390,154	$2,162,183	+1.0%
Expenses	$2,372,089	$1,447,989	+0.6%
Net Income	$2,018,065	$714,194	+1.8%

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

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

105

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

$148,264

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLAN WIEMAN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
STAN WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
PATTY ARMSTRONG	CHAIR	2.50	Officer Director	$0	$0	$0
JOHN GERSTMAYR	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTIE HEDGES	SECRETARY	6.00	Officer Director	$0	$0	$0
KENDALL HOYT	TRUSTEE	1.75	Director	$0	$0	$0
DEBBIE KLENE	TRUSTEE	1.00	Director	$0	$0	$0
JUNE HEMBERGER	TRUSTEE	1.00	Director	$0	$0	$0
ERNST OIDTMANN	TRUSTEE	1.00	Director	$0	$0	$0
HARRY PEASE	TREASURER	4.00	Officer Director	$0	$0	$0
GORDON RICHARDSON	TRUSTEE	1.00	Director	$0	$0	$0
STEVE TAYLOR	TRUSTEE	3.00	Director	$0	$0	$0
RENEE VEBELL	TRUSTEE	2.00	Director	$0	$0	$0
JEANIE MCINTYRE	EXECUTIVE DIRECTOR	40.00	Officer	$127,513	$20,751	$148,264

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	$4,390,154	$2,372,089	$26,321,451	$2,018,065
2024	$2,162,183	$1,447,989	$23,317,052	$714,194
2023	$2,601,173	$1,721,497	$21,654,624	$879,676
2022	$4,243,295	$2,323,802	$20,149,822	$1,919,493
2021	$2,783,999	$1,151,254	$19,680,228	$1,632,745
2020	$3,175,940	$1,594,061	$16,133,671	$1,581,879
2019	$3,376,366	$1,551,666	$14,310,980	$1,824,700

UPPER VALLEY LAND TRUST INC