ISLE LA MOTTE PRESERVATION TRUST INC (EIN 030359329) - 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

1998

Legal Domicile

Principal Officer

LINDA FITCH

Phone

8029283364

Tax Period

2019-01-01 to 2019-12-31

ISLE LA MOTTE PRESERVATION TRUST INC, founded in 1998, is a micro nonprofit in the Environment sector that reported $43K in total revenue in fiscal year 2019. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $23K, a strong 54% operating margin.

Mission

PRESERVE GEOLOGICALLY SENSITIVE REEF IN ISLE LAMOTTE, VT.

🔒

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 (2019)

Revenue Breakdown

Contributions & Grants $32,923

Program Service Revenue $4,730

Investment Income $2,045

Other Revenue $2,926

TOTAL REVENUE $42,624

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $18,120

Other Expenses $19,419

TOTAL EXPENSES $19,419

Year-over-Year Comparison

	2019	2018	Change
Revenue	$42,624	$29,497	+0.4%
Expenses	$19,419	$18,719	+0.0%
Net Income	$23,205	$10,778	+1.2%

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

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
KEVIN BEHM	TRUSTEE	2.00	Director	$0	$0	$0
KATHLEEN BALUTANSKY	TRUSTEE	2.00	Director	$0	$0	$0
ELIZABETH LEE	TRUSTEE	2.00	Director	$0	$0	$0
CLAIRE DURAND	TRUSTEE	2.00	Director	$0	$0	$0
LINDA FITCH	PRESIDENT	20.00	Officer	$0	$0	$0
ANTHONY FOWLER	SECRETARY	2.00	Officer	$0	$0	$0
KRIS LUCE	TREASURER	2.00	Officer	$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
2019	$42,624	$19,419	$1,305,758	$23,205
2018	$29,497	$18,719	$1,257,369	$10,778

ISLE LA MOTTE PRESERVATION TRUST INC