MARTHA'S VINEYARD PRESERVATION TRUST INC (EIN 046387676) - 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

1975

Legal Domicile

Principal Officer

JOSEPH B MCCALL IV

Phone

5086274440

Tax Period

2024-01-01 to 2024-12-31

MARTHA'S VINEYARD PRESERVATION TRUST INC, founded in 1975, is a community nonprofit in the Arts, Culture & Humanities sector that reported $5.3M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.5M, a strong 47% operating margin.

Mission

THE ORGANIZATION'S MISSION IS TO ACQUIRE, RESTORE, AND MAINTAIN THE HISTORIC LANDMARKS OF MARTHA'S VINEYARD AND TO PRESERVE THE ISLAND'S UNIQUE CHARACTER, CULTURAL HISTORY, AND HERITAGE FOR THE COMMUNITY AND IT'S VISITORS.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $3,738,798

Program Service Revenue $1,146,259

Investment Income $219,270

Other Revenue $244,465

TOTAL REVENUE $5,348,792

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,196,499

Fundraising Expenses $174,613

Program Expenses $2,102,085

Other Expenses $1,613,045

TOTAL EXPENSES $2,809,544

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,348,792	$4,408,667	+0.2%
Expenses	$2,809,544	$2,706,858	+0.0%
Net Income	$2,539,248	$1,701,809	+0.5%

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

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

$254,249

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN E KLEIN	TRUSTEE, EX-OFFICIO	1.00	Director	$0	$0	$0
SARA B RORER	TRUSTEE	1.00	Director	$0	$0	$0
BOB COX	TRUSTEE	1.00	Director	$0	$0	$0
ROBIN GRAHAM	TRUSTEE	1.00	Director	$0	$0	$0
AMANDA PHILLIPS	TRUSTEE	1.00	Director	$0	$0	$0
CAROLE BERGER	TRUSTEE	1.00	Director	$0	$0	$0
GERRY CONOVER	TRUSTEE	1.00	Director	$0	$0	$0
KELSEY BIGGERS	TRUSTEE	1.00	Director	$0	$0	$0
ROSALIE SHANE	TRUSTEE	1.00	Director	$0	$0	$0
MORGAN PATRICIA	TRUSTEE	1.00	Director	$0	$0	$0
TATTERSALL MARGARET C	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK J AHEARN	EMERITI	1.00	Director	$0	$0	$0
LYNN ALLEGAERT	TRUSTEE	1.00	Director	$0	$0	$0
DEBORAH A BARNES	TRUSTEE	1.00	Director	$0	$0	$0
BROOKE BROWN	TRUSTEE	1.00	Director	$0	$0	$0
NANCY T CARABOOLAD	EMERITI	1.00	Director	$0	$0	$0
DOROTHY F CHAFFEE	HONORARY	1.00	Director	$0	$0	$0
ALISON M CONVERY	EMERITI	1.00	Director	$0	$0	$0
DREW G CONWAY	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT T EARL	HONORARY	1.00	Director	$0	$0	$0
THEODORA A ELLIS	HONORARY	1.00	Director	$0	$0	$0
TANA C GIBSON	TRUSTEE	1.00	Director	$0	$0	$0
MELISSA HEDLEY	TRUSTEE	1.00	Director	$0	$0	$0
MICHELE M HEDLEY	EMERITI	1.00	Director	$0	$0	$0
SHEILA A HOERLE	HONORARY	1.00	Director	$0	$0	$0
ALICE INDELICATO	TRUSTEE	1.00	Director	$0	$0	$0
GAIL KITTENPLAN	TRUSTEE	1.00	Director	$0	$0	$0
NANCY MORRIS	HONORARY	1.00	Director	$0	$0	$0
JOHN P MURPHY	TRUSTEE	1.00	Director	$0	$0	$0
IAN MURRAY	TRUSTEE	1.00	Director	$0	$0	$0
SHEP MURRAY	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN MYATT	TRUSTEE	1.00	Director	$0	$0	$0
DEBORAH NUGENT	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD PURINGTON	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH E SOLLITTO JR	EMERITI	1.00	Director	$0	$0	$0
MARY STANTON	TRUSTEE	1.00	Director	$0	$0	$0
TWANETTE T THARP	TRUSTEE	1.00	Director	$0	$0	$0
JOYCE M WRIGHT	HONORARY	1.00	Director	$0	$0	$0
PAMELA D ZILLY	TRUSTEE	1.00	Director	$0	$0	$0
JB MCCALL IV	CHAIR	1.00	Officer	$0	$0	$0
ALVIN R JOHNSON	CLERK	1.00	Officer	$0	$0	$0
ELIZABETH D MACKENTY	VICE-CHAIR FINANCE AND TREASURER	1.00	Officer	$0	$0	$0
VAUGHN R BUTLER	VICE-CHAIR PROPERTIES	1.00	Officer	$0	$0	$0
DEBORAH CREWS	VICE-CHAIR TRUSTEES & GOVERNANCE	1.00	Officer	$0	$0	$0
WILLIAM H WEEKS	VICE-CHAIR DEVELOPEMENT	1.00	Officer	$0	$0	$0
VICTOR A ZOLLO	VICE-CHAIR ENDOWMENT	1.00	Officer	$0	$0	$0
NEVETTE PREVID	EXECUTIVE DIRECTOR	40.00	Key Emp	$213,327	$40,922	$254,249

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	$5,348,792	$2,809,544	$27,805,937	$2,539,248
2023	$4,408,667	$2,706,858	$24,738,624	$1,701,809
2022	$3,043,720	$2,348,114	$22,772,768	$695,606
2021	$3,056,624	$1,882,426	$22,708,847	$1,174,198
2020	$1,745,501	$1,740,749	$21,105,596	$4,752

MARTHA'S VINEYARD PRESERVATION TRUST INC