BOLTON LAND TRUST INC

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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

2001

Legal Domicile

Principal Officer

Mary F Terhune

Phone

8606171414

Tax Period

2023-07-01 to 2024-06-30

BOLTON LAND TRUST INC, founded in 2001, is a micro nonprofit in the Environment sector that reported $19K in total revenue in fiscal year 2023. Revenue fell 93% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $6K, a strong 32% operating margin.

Mission

TO MAINTAIN AND IMPROVE THE QUALITY OF LIFE IN BOLTON, CT BY PERMANENTLY PRESERVING LAND IN BOLTON AND NEIGHBORING COMMUNITIES WHERE APPROPRIATE. THE TRUST SEEKS TO BALANCE GROWTH AND PRESERVATION BY OFFERING CREATIVE AND COOPERATIVE MARKET BASED SOLUTIONS WHICH HONOR PERSONAL, FAMILY AND FINANCIAL GOALS OF DONORS AND SELLERS.

Program Service Accomplishments

Program 1

Expenses: $2,714

COMMUNITY OUTREACH AND EDUCATION TO 1) AID LANDOWNERS IN MAKING DECISIONS ABOUT THEIR LAND THAT MEETS THEIR NEEDS AND CONSIDERS THE OVERALL BEAUTY AND HEALTH OF THE TOWN, AND 2) TO INVOLVE THE...

COMMUNITY OUTREACH AND EDUCATION TO 1) AID LANDOWNERS IN MAKING DECISIONS ABOUT THEIR LAND THAT MEETS THEIR NEEDS AND CONSIDERS THE OVERALL BEAUTY AND HEALTH OF THE TOWN, AND 2) TO INVOLVE THE COMMUNITY AS A WHOLE THROUGH SPONSORSHIP OF FORUMS, WORKSHOPS AND WALKS, AS WELL AS THE PRODUCTION OF PAMPHLETS, BROCHURES, MAPS AND SIGNAGE. DURING THE YEAR, THE LAND TRUST SPONSORED NINE EVENTS TO PROVIDE THE OPPORTUNITY FOR THE PUBLIC TO LEARN ABOUT LAND CONSERVATION AND VIEW THE LAND TRUST PROPERTIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $32,511

Program Service Revenue $0

Investment Income $-13,026

Other Revenue $0

TOTAL REVENUE $19,485

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,714

Other Expenses $13,347

TOTAL EXPENSES $13,347

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,485	$272,068	-0.9%
Expenses	$13,347	$82,535	-0.8%
Net Income	$6,138	$189,533	-1.0%

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
GWEN MARRION	DIRECTOR	5.00	Director	$0	$0	$0
TONY GORMAN	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
TOM HULL	TREASURER	10.00	Officer Director	$0	$0	$0
BRENT MAYERSON	SECRETARY	5.00	Officer Director	$0	$0	$0
RICHARD BARGER	DIRECTOR	10.00	Director	$0	$0	$0
DEBORAH LIVINGSTON	PAST PRESIDENT	10.00	Officer Director	$0	$0	$0
MATHER CLARKE	DIRECTOR	5.00	Director	$0	$0	$0
LAURIE A BROOKS	DIRECTOR	5.00	Director	$0	$0	$0
RICHARD H TREAT	DIRECTOR	5.00	Director	$0	$0	$0
JONATHAN GOURLEY	DIRECTOR	5.00	Director	$0	$0	$0
PETER BRADLEY	DIRECTOR	5.00	Director	$0	$0	$0
MARY TERHUNE	PRESIDENT	10.00	Officer Director	$0	$0	$0
KAREN CORDERO	DIRECTOR	5.00	Director	$0	$0	$0
JENNY LEZON NORRIS	DIRECTOR	5.00	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
2025	No data	No data	No data	No data
2024	$19,485	$13,347	$2,846,068	$6,138
2023	$272,068	$82,535	$2,750,573	$189,533
2022	$57,287	$14,330	$2,525,742	$42,957
2021	$84,592	$15,309	$2,544,435	$69,283
2020	$147,998	$7,825	$2,450,068	$140,173
2019	$253,301	$11,441	$2,319,958	$241,860
2018	$125,708	$10,316	$2,055,927	$115,392