PRESERVATION TRUST OF VERMONT 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

1980

Legal Domicile

Principal Officer

BEN DOYLE

Phone

8026586647

Tax Period

2023-10-01 to 2024-09-30

PRESERVATION TRUST OF VERMONT INC, founded in 1980, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.9M in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $2.7M left a modest 4% surplus.

Mission

TO INITIATE, STIMULATE, AND ASSIST LOCAL AND STATEWIDE EFFORTS TO PRESERVE AND USE VERMONT'S RICH COLLECTION OF HISTORIC, ARCHITECTURAL, CULTURAL, AND COMMUNITY RESOURCES.

Program Service Accomplishments

Program 1

Expenses: $1,538,152

"PRESERVATION GRANTS" - IN PARTNERSHIP WITH SEVERAL MAJOR FOUNDATIONS, THE ORGANIZATION DISTRIBUTED DIRECT SUPPORT TO OVER 360 TOWNS, INDIVIDUALS AND ORGANIZATIONS IN SUPPORT OF RESTORATION AND...

"PRESERVATION GRANTS" - IN PARTNERSHIP WITH SEVERAL MAJOR FOUNDATIONS, THE ORGANIZATION DISTRIBUTED DIRECT SUPPORT TO OVER 360 TOWNS, INDIVIDUALS AND ORGANIZATIONS IN SUPPORT OF RESTORATION AND REHABILITATION PROJECTS THROUGHOUT VERMONT.

Program 2

Expenses: $910,533 Revenue: $18,393

THE ORGANIZATION'S ACTIVITIES WHICH CONSTITUTE THE CORE PROGRAM OF THE ORGANIZATION INCLUDE A VARIETY OF EDUCATIONAL, TECHNICAL SUPPORT, AND OTHER DIRECT FINANCIAL ASSISTANCE PROGRAMS FOCUSING ON A...

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,539,546

Program Service Revenue $18,393

Investment Income $295,520

Other Revenue $0

TOTAL REVENUE $2,853,459

Expense Breakdown

Grants Paid $1,424,215

Salaries & Benefits $603,238

Fundraising Expenses $108,540

Program Expenses $2,448,685

Other Expenses $709,808

TOTAL EXPENSES $2,737,261

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,853,459	$2,236,591	+0.3%
Expenses	$2,737,261	$2,318,842	+0.2%
Net Income	$116,198	$-82,251	-2.4%

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

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

$143,124

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LIZ GAMACHE	CHAIR	3.00	Officer Director	$0	$0	$0
MARK BEAMS	VICE-CHAIR	3.00	Officer Director	$0	$0	$0
JUSTIN MCCABE	TREASURER	3.00	Officer Director	$0	$0	$0
INA SMITH	SECRETARY	3.00	Officer Director	$0	$0	$0
TED BRADY	DIRECTOR	3.00	Director	$0	$0	$0
AMY CUNNINGHAM	DIRECTOR	3.00	Director	$0	$0	$0
CHRISTINE GRAHAM	DIRECTOR	3.00	Director	$0	$0	$0
PHET KEOMANYVANH	DIRECTOR	3.00	Director	$0	$0	$0
ELISABETH KULAS	DIRECTOR	3.00	Director	$0	$0	$0
JAIME LEE	DIRECTOR	3.00	Director	$0	$0	$0
NEAL LUNDERVILLE	DIRECTOR	3.00	Director	$0	$0	$0
VIKAS MANGIPUDI	DIRECTOR	3.00	Director	$0	$0	$0
DAVID MARVIN	DIRECTOR	3.00	Director	$0	$0	$0
CHARLIE SINCERBEAUX	DIRECTOR	3.00	Director	$0	$0	$0
DAVID TAPLIN	DIRECTOR	3.00	Director	$0	$0	$0
EMILY WADHAMS	DIRECTOR	3.00	Director	$0	$0	$0
PAUL WYNCOOP	DIRECTOR	3.00	Director	$0	$0	$0
BEN DOYLE	EXECUTIVE DIRECTOR	40.00	Officer	$143,124	$0	$143,124

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	$2,853,459	$2,737,261	$12,448,682	$116,198
2023	$2,236,591	$2,318,842	$11,000,680	$-82,251
2022	$2,717,090	$2,002,059	$10,529,720	$715,031
2021	$2,781,789	$2,584,638	$11,110,333	$197,151
2020	$2,635,977	$1,777,029	$10,294,360	$858,948
2019	$1,869,734	$2,255,153	$9,046,034	$-385,419
2018	$1,881,352	$1,701,557	$9,435,930	$179,795