WINCHESTER LAND TRUST INC (EIN 061263180) - Form 990 Financial Analysis & Trantor Score

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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

1988

Legal Domicile

Principal Officer

JENNIFER PERGA

Phone

8605421657

Tax Period

2024-01-01 to 2024-12-31

WINCHESTER LAND TRUST INC, founded in 1988, is a small nonprofit in the Environment sector that reported $375K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $165K, a strong 44% operating margin.

Mission

PRESERVE THE RURAL CHARACTER AMD NATURAL RESOURCES OF THE WINCHESTER CT AREA AND TO EDUCATE THE COMMUNITY ABOUT THE BENEFITS OF LAND CONSERVATION AND BALANCED GROWTH

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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 (2024)

Revenue Breakdown

Contributions & Grants $361,312

Program Service Revenue $0

Investment Income $13,913

Other Revenue $0

TOTAL REVENUE $375,225

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $7,075

Other Expenses $210,397

TOTAL EXPENSES $210,397

Year-over-Year Comparison

	2024	2023	Change
Revenue	$375,225	$320,013	+0.2%
Expenses	$210,397	$282,399	-0.3%
Net Income	$164,828	$37,614	+3.4%

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

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
JENNIFER PERGA	PRESIDENT	2.00	Officer Director	$0	$0	$0
DOUG PFENNINGER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
LOUISE VAN ALSTYNE	SECRETARY	2.00	Officer Director	$0	$0	$0
JOSEPH PIERCE	TREASURER	2.00	Officer Director	$0	$0	$0
ALAN COLAVECCHIO	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA DOUGLAS	DIRECTOR	1.00	Director	$0	$0	$0
CAROLINE CHRISTENSEN	DIRECTOR	1.00	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
2024	$375,225	$210,397	$6,349,309	$164,828
2023	$320,013	$282,399	$6,031,156	$37,614
2022	$33,266	$36,835	$3,326,218	$-3,569
2021	$106,596	$16,745	$3,329,787	$89,851
2020	$24,397	$23,311	$3,226,716	$1,086

WINCHESTER LAND TRUST INC