MONTEREY PRESERVATION LAND TRUST I… - Form 990 Financial Data

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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

1984

Legal Domicile

Principal Officer

JONATHAN SYLBERT

Phone

4135288832

Tax Period

2025-01-01 to 2025-12-31

MONTEREY PRESERVATION LAND TRUST INC, founded in 1984, is a micro nonprofit in the Environment sector that reported $24K in total revenue in fiscal year 2025. Revenue fell 58% from the prior year — a significant decline worth monitoring. Expenses of $126K exceeded revenue, resulting in a 433% operating deficit.

Mission

NON-PROFIT ORGANIZATION UNDER CHAPTER 180 OF THE GENERAL LAWS OF THE COMMONWEALTH OF MASSACHUSETTS TO PROMOTE AND PROTECT UNDEVELOPED LAND PRIMARILY SITUATION IN THE TOWN OF MONTEREY, MA

Program Service Accomplishments

Program 1

Expenses: $246,281 Revenue: $20,000

PRESERVATION OF OPEN SPACE IN MONTEREY, MA AND BERKSHIRE COUNTY, MA

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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 (2025)

Revenue Breakdown

Contributions & Grants $20,000

Program Service Revenue $0

Investment Income $3,717

Other Revenue $0

TOTAL REVENUE $23,717

Expense Breakdown

Grants Paid $121,100

Salaries & Benefits $0

Fundraising Expenses $274

Program Expenses $246,281

Other Expenses $5,331

TOTAL EXPENSES $126,431

Year-over-Year Comparison

	2025	2024	Change
Revenue	$23,717	$56,405	-0.6%
Expenses	$126,431	$769,475	-0.8%
Net Income	$-102,714	$-713,070	-0.9%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK FIRTH	TREASURER	1.00	Officer Director	$0	$0	$0
BETTINA SCHWARTZ	DIRECTOR	1.00	Officer Director	$0	$0	$0
LISA SMYLE	SECRETARY	1.00	Officer Director	$0	$0	$0
JONATHAN SYLBERT	PRESIDENT	2.00	Officer Director	$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
2025	$23,717	$126,431	$3,209,548	$-102,714
2024	$56,405	$769,475	$3,312,262	$-713,070
2023	$5,726	$2,577,248	$4,025,332	$-2,571,522
2022	$187	$14,860	$6,596,853	$-14,673
2021	$1,265	$5,193	$6,611,526	$-3,928
2020	$1,335	$11,545	$6,235,854	$-10,210
2019	$2,172	$9,258	$6,235,164	$-7,086
2018	$15,571	$6,661	$6,242,250	$8,910

MONTEREY PRESERVATION LAND TRUST INC