PERMANENT ENDOWMENT FUND FOR MARTHA'S VINEYARD

EIN: 042774790 501(c)(3)

WEST TISBURY, MA

Total Revenue
$1,719,447
Total Expenses
$2,434,273
Total Assets
$12,842,215
Net Assets
$12,686,234
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1982
Legal Domicile
MA
Principal Officer
ANNE D WILLIAMSON
Phone
5083384665
Tax Period
2019-01-01 to 2019-12-31

PERMANENT ENDOWMENT FUND FOR MARTHA'S VINEYARD, founded in 1982, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2019. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $2.4M exceeded revenue, resulting in a 42% operating deficit.

Mission

THE PERMANENT ENDOWMENT FUND FOR MARTHA'S VINEYARD, THE ISLAND'S COMMUNITY FOUNDATION, PUTS CHARITABLE CONTRIBUTIONS TO WORK FOR THE PEOPLE OF MARTHA'S VINEYARD BY MAKIG GRANTS THAT ADDRESS COMMUNITY NEEDS, FUNDING SCHOLARSHIPS FOR ISLAND STUDENTS AND BUILDING AN ENDOWMENT TO PROVIDE THE RESOURCES TO ENHANCE AND PRESERVE THE QUALITY OF LIFE ON THE VINEYARD FOREVER.

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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%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $933,098
Program Service Revenue $4,156
Investment Income $776,993
Other Revenue $5,200
TOTAL REVENUE $1,719,447

Expense Breakdown

Grants Paid $1,848,844
Salaries & Benefits $228,880
Fundraising Expenses $22,588
Program Expenses $2,163,613
Other Expenses $356,549
TOTAL EXPENSES $2,434,273

Year-over-Year Comparison

2019 2018 Change
Revenue $1,719,447 $1,545,504 +0.1%
Expenses $2,434,273 $1,052,281 +1.3%
Net Income $-714,826 $493,223 -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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Liquidity & Cash Position

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Governance

Voting Members
12
Independent Members
12
Employees
4
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
10
$109,200
Total Directors
12
$109,200
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
EMILY B BRAMHALL EXECUTIVE DI 35.00
Officer Director
$109,200 $0 $109,200
MARTHA'S VINEYARD SAVINGS BANK TRUSTEE 40.00
$0 $59,072 $59,072
KERRY H ALLEY VICE-CHAIR 5.00
Officer Director
$0 $0 $0
MARY BRESLAUER DIRECTOR 5.00
Director
$0 $0 $0
CARLENE J GATTING DIRECTOR 5.00
Officer Director
$0 $0 $0
SANDRA GRYMES DIRECTOR 5.00
Officer Director
$0 $0 $0
ADRIANA IGNACIO DIRECTOR 5.00
Officer Director
$0 $0 $0
PAUL KARASIK DIRECTOR 5.00
Officer Director
$0 $0 $0
ISABELLE LEW DIRECTOR 5.00
Director
$0 $0 $0
JENNIFER MARLIN DIRECTOR 5.00
Officer Director
$0 $0 $0
EDWARD F MILLER TREASURER 5.00
Officer Director
$0 $0 $0
JAMES WEISS DIRECTOR 5.00
Officer Director
$0 $0 $0
ANNE D WILLIAMSON CHAIR 5.00
Officer Director
$0 $0 $0
N/A TRUSTEE 40.00
$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 $1,719,447 $2,434,273 $12,842,215 $-714,826
2018 $1,545,504 $1,052,281 $12,265,720 $493,223
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