UPPER VALLEY LAND TRUST INC

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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

THE UPPER VALLEY LAND TRUST HELPS PEOPLE CONSERVE LAND. UVLT PROVIDES CONSERVATION LEADERSHIP, TOOLS AND EXPERTISE TO PERMANENTLY PROTECT WORKING FARMS, FORESTED RIDGES, WILDLIFE HABITAT, WATER RESOURCES, TRAILS AND SCENIC LANDSCAPES. SEE CONTINUATION ON SCHEDULE O.OUR CONSERVATION PROJECTS SECURE AND SUSTAIN THE MIXTURE OF LAND USES SO CRITICAL TO THE VITALITY AND IDENTITY OF THE UPPER VALLEY REGION.

Program Service Accomplishments

Program 1

Expenses: $1,334,469 Revenue: $50,514

LAND CONSERVATION: WE WORK WITH LOCAL CONSERVATION COMMISSIONS, VOLUNTEERS AND PARTNERS TO IDENTIFY AND PRIORITIZE LAND CONSERVATION OPPORTUNITIES. OUR CONSERVATION TRANSACTIONS INCLUDE DONATED...

LAND CONSERVATION: WE WORK WITH LOCAL CONSERVATION COMMISSIONS, VOLUNTEERS AND PARTNERS TO IDENTIFY AND PRIORITIZE LAND CONSERVATION OPPORTUNITIES. OUR CONSERVATION TRANSACTIONS INCLUDE DONATED CONSERVATION AGREEMENTS AND PURCHASES, LAND RECEIVED THROUGH BEQUESTS OR BOUGHT OUTRIGHT. WE PROVIDE TECHNICAL ASSISTANCE AND CONSERVATION SOLUTIONS FOR LANDOWNERS. WE HOLD PERMANENT RESTRICTIONS (CONSERVATION EASEMENTS OR FEE TITLE) TO CONSERVE KEY PROPERTIES FOREVER.

Program 2

Expenses: $550,894

CONSERVATION EASEMENT AND LAND STEWARDSHIP: WE UPHOLD CONSERVATION PROTECTIONS ON PERMANENTLY-CONSERVED PARCELS OF LAND. WE PROTECT THE CONSERVATION INTERESTS ENTRUSTED TO US THROUGH STRONG...

CONSERVATION EASEMENT AND LAND STEWARDSHIP: WE UPHOLD CONSERVATION PROTECTIONS ON PERMANENTLY-CONSERVED PARCELS OF LAND. WE PROTECT THE CONSERVATION INTERESTS ENTRUSTED TO US THROUGH STRONG RELATIONSHIPS WITH LANDOWNERS AND REGULAR INSPECTIONS OF ALL PROTECTED LANDS. LAND MANAGEMENT AND USE OF FEE-OWNED LANDS ARE GEARED, WHERE APPROPRIATE, TOWARD PROVIDING PUBLIC ACCESS AND CREATING EDUCATIONAL OPPORTUNITIES. WE MAINTAIN TRAILS AND CAMPSITES AND OWN SEVERAL NATURAL AREAS.

Program 3

Expenses: $200,658

CONSERVATION EDUCATION: THROUGH PUBLICATIONS, EVENTS, AND OUTDOOR PROGRAMS, WE EDUCATE, EMPOWER, MOTIVATE, AND INSPIRE PEOPLE TO SUPPORT LAND CONSERVATION AND STEWARDSHIP BY VOLUNTARY ACTION. WE...

CONSERVATION EDUCATION: THROUGH PUBLICATIONS, EVENTS, AND OUTDOOR PROGRAMS, WE EDUCATE, EMPOWER, MOTIVATE, AND INSPIRE PEOPLE TO SUPPORT LAND CONSERVATION AND STEWARDSHIP BY VOLUNTARY ACTION. WE ENGAGE PRIVATE AND PUBLIC SUPPORT AND BUILD PARTNERSHIPS TO CARRY OUT CONSERVATION TRANSACTIONS. WE ENCOURAGE CIVIC PARTICIPATION IN CONSERVATION STRATEGIES AND PRIORITIES. WE ENCOURAGE PEOPLE TO ENJOY AND CARE FOR OPEN SPACE AND NATURAL RESOURCES.

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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