Civic Intelligence

Isle La Motte Preservation Trust Inc

EIN 03-0359329 • 501(c)3 • Isle Lamotte, VT

Profile

To preserve and protect important sites of the 480 million year old chazy fossil reef located on isle la motte, and designated as a national natural landmark by the us department of the interior; to promote scientific research and education at all levels with regard to the ancient reef and earth history; to support efforts to conserve our local natural heritage including wildlife habitat, wetlands, and other natural areas, agricultural land and significant historic sites and structures; to promote our local cultural heritage by sponsoring cultural and other public events; and to foster public awareness and understanding of issues pertaining to the environment and sustainability.

PO Box 274Isle Lamotte, VT 05463

www.ilmpt.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

90th percentile

54%

Higher net margin than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

51st percentile

3.8%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

81st percentile

45%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,305,758

Up $48,389 (+3.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Up

$1,305,758

Up $48,389 (+3.8%) from 2018

Revenue

Up

$42,624

Up $13,127 (+45%) from 2018

Expenses

Up

$19,419

Up $700 (+3.7%) from 2018

Net Income

Up

$23,205

Up $12,427 (+115%) from 2018

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $1,070,710Liabilities 2010: $0Net Assets 2010: $1,070,7102010Assets 2011: $1,107,740Liabilities 2011: $0Net Assets 2011: $1,107,7402011Assets 2012: $1,123,719Liabilities 2012: $0Net Assets 2012: $1,123,7192012Assets 2013: $1,152,792Liabilities 2013: $0Net Assets 2013: $1,152,7922013Assets 2014: $1,174,896Liabilities 2014: $0Net Assets 2014: $1,174,8962014Assets 2015: $1,211,054Liabilities 2015: $0Net Assets 2015: $1,211,0542015Assets 2016: $1,228,184Liabilities 2016: $0Net Assets 2016: $1,228,1842016Assets 2017: $1,257,007Liabilities 2017: $4,000Net Assets 2017: $1,253,0072017Assets 2018: $1,257,369Liabilities 2018: $0Net Assets 2018: $1,257,3692018Assets 2019: $1,305,758Liabilities 2019: $0Net Assets 2019: $1,305,7582019

Highlighted filing

2019

Assets$1,305,758
Liabilities$0
Net Assets$1,305,758

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0Expenses 2010: $13,1842010Expenses 2011: $11,3012011Expenses 2012: $13,5942012Revenue 2013: $42,964Expenses 2013: $13,903Net Income 2013: $29,0612013Revenue 2014: $39,099Expenses 2014: $16,996Net Income 2014: $22,1032014Revenue 2015: $55,211Expenses 2015: $19,054Net Income 2015: $36,1572015Revenue 2016: $27,565Expenses 2016: $16,425Net Income 2016: $11,1402016Revenue 2017: $37,699Expenses 2017: $27,442Net Income 2017: $10,2572017Revenue 2018: $29,497Expenses 2018: $18,719Net Income 2018: $10,7782018Revenue 2019: $42,624Expenses 2019: $19,419Net Income 2019: $23,2052019

Highlighted filing

2019

Revenue$42,624
Expenses$19,419
Net Income$23,205

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 6, 2020
Return Version
2019v5.1
Gross Receipts
$45,538
Mission and Program Overview

Mission

To preserve and protect important sites of the 460 million year old chazy fossil reef located on isle la motte, and designated as a national natural landmark by the us department of the interior; to promote scientific research and education at all levels with regard to the ancient reef and earth history; to support efforts to conserve our local natural and cultural resources including wildlife habitat, wetlands, and other natural areas, agricultural land and significant historic sites and structures; to promote our local cultural heritage by sponsoring cultural and other public events; and to foster public awareness and understanding of local and global environmental issues.

Preserve geologically sensitive reef in isle lamotte, vt.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,257,369$1,305,758▲ $48,389
Land, Buildings, and Equipment, Net$1,107,294$1,102,561▼ $4,733
Investments Other Securities$86,726$113,955▲ $27,229
Cash and Non-Interest-Bearing Accounts$63,349$89,242▲ $25,893
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,257,369$1,305,758▲ $48,389
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,257,369$1,305,758▲ $48,389
Total Liabilities and Net Assets / Fund Balance$1,257,369$1,305,758▲ $48,389

Asset Categories

AssetBook ValueDepreciationBasis
Land$881,990-$881,990
Buildings$212,382$75,908$288,290
Other Land Buildings$8,189$8,114$16,303
Equipment$0$1,040$1,040
Other Securities$15,831--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Linda FitchPresident
Claire DurandTrustee
Elizabeth LeeTrustee
Kathleen BalutanskyTrustee
Kevin BehmTrustee
Anthony FowlerSecretary
Kris LuceTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$32,923
Program Service Revenue
$4,730
Investment Income
$2,045
Other Revenue
$2,926
All Other Contributions
$32,923
Change in Net Assets
$23,205
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,419
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$8,633--$8,633
Insurance$3,391$159-$3,550
Occupancy$2,784--$2,784
Fees for Services Accounting-$1,120-$1,120
Office Expenses$731--$731
Other Expenses$366$20-$20
Total Functional Expenses$18,120$1,299$0$19,419
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,795
Fundraising Direct Expenses$1,817
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has seven members who are voting members and can elect one or more members of the governing body.

Form 990, Part VI, Section A, Line 7A

The board of trustees, the organizations governing board, are the members of the organization who may elect one or more members of the governing board.

Form 990, Part VI, Section A, Line 7B

Any decisions made by the organization are subject to approval by the members of the governing board. Decisions are passed at the monthly meetings that are held by the governing board.

Form 990, Part VI, Section A, Line 8B

The organization does not have any committees with authority to act on behalf of the governing board. The board of trustees, which is the governing body of the organization, is the only board/committee that the organization has.

Form 990, Part VI, Section B, Line 11B

The board of trustees reviews the form 990 at their monthly meeting before the return is e-filed each year to verify that all information is accurate.

Form 990, Part VI, Section C, Line 19

The organization does not have a conflict of interest policy. However, the organizing documents and financial information is available to the public upon request only.

Filing and Contact Details

Filer

Filer Name
Isle La Motte Preservation Trust Inc
EIN
03-0359329
Phone
8029283364
Address
PO BOX 274, ISLE LAMOTTE, VT 05463

Signing Officer

Name
Linda Fitch
Title
President
Phone
6099240822
Signed
2020-04-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Fitch
Formed
1998
Legal Domicile
Vt
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
40

Preparer

Firm
Am Peisch & Company Llp
Address
24 AIRPORT ROAD SUITE 402, WEST LEBANON, NH 03784-1663
Preparer
Aaron R Macaskill CPA
Phone
6033060100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in unrealized gain loss on investment 25,184.

Raw XML Appendix395 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/MissionDesc0TO PRESERVE AND PROTECT IMPORTANT SITES OF THE 460 MILLION YEAR OLD CHAZY FOSSIL REEF LOCATED ON ISLE LA MOTTE, AND DESIGNATED AS A NATIONAL NATURAL LANDMARK BY THE US DEPARTMENT OF THE INTERIOR; TO PROMOTE SCIENTIFIC RESEARCH AND EDUCATION AT ALL LEVELS WITH REGARD TO THE ANCIENT REEF AND EARTH HISTORY; TO SUPPORT EFFORTS TO CONSERVE OUR LOCAL NATURAL AND CULTURAL RESOURCES INCLUDING WILDLIFE HABITAT, WETLANDS, AND OTHER NATURAL AREAS, AGRICULTURAL LAND AND SIGNIFICANT HISTORIC SITES AND STRUCTURES; TO PROMOTE OUR LOCAL CULTURAL HERITAGE BY SPONSORING CULTURAL AND OTHER PUBLIC EVENTS; AND TO FOSTER PUBLIC AWARENESS AND UNDERSTANDING OF LOCAL AND GLOBAL ENVIRONMENTAL ISSUES.
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt025577
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt014939
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt043006
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0135131
IRS990ScheduleA/TotalSupportAmt0142045
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0212382
IRS990ScheduleD/BuildingsGrp/DepreciationAmt075908
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0288290
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01040
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01040
IRS990ScheduleD/LandGrp/BookValueAmt0881990
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0881990
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08189
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08114
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt016303
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt098124
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt115831
IRS990ScheduleD/OtherSecuritiesGrp/Desc0VANGUARD MID-CAP INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1VANGUARD 500 INDEX FUND ADM
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01102561
IRS990ScheduleD/TotalBookValueSecuritiesAmt0113955
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS SEVEN MEMBERS WHO ARE VOTING MEMBERS AND CAN ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES, THE ORGANIZATIONS GOVERNING BOARD, ARE THE MEMBERS OF THE ORGANIZATION WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY DECISIONS MADE BY THE ORGANIZATION ARE SUBJECT TO APPROVAL BY THE MEMBERS OF THE GOVERNING BOARD. DECISIONS ARE PASSED AT THE MONTHLY MEETINGS THAT ARE HELD BY THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD. THE BOARD OF TRUSTEES, WHICH IS THE GOVERNING BODY OF THE ORGANIZATION, IS THE ONLY BOARD/COMMITTEE THAT THE ORGANIZATION HAS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES REVIEWS THE FORM 990 AT THEIR MONTHLY MEETING BEFORE THE RETURN IS E-FILED EACH YEAR TO VERIFY THAT ALL INFORMATION IS ACCURATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY. HOWEVER, THE ORGANIZING DOCUMENTS AND FINANCIAL INFORMATION IS AVAILABLE TO THE PUBLIC UPON REQUEST ONLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHANGE IN UNREALIZED GAIN LOSS ON INVESTMENT 25,184.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01257369
IRS990/TotalAssetsEOYAmt01305758
IRS990/TotalAssetsGrp/BOYAmt01257369
IRS990/TotalAssetsGrp/EOYAmt01305758
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt032923
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01299
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt018120
IRS990/TotalFunctionalExpensesGrp/TotalAmt019419
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01257369
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01305758
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt018120
IRS990/TotalProgramServiceRevenueAmt04730
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05023
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04678
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt042624
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01257369
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01305758
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03849 WEST SHORE ROAD
IRS990/USAddress/CityNm0ISLE LA MOTTE
IRS990/USAddress/StateAbbreviationCd0VT
IRS990/USAddress/ZIPCd005463
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.ILMPT.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA FITCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06099240822
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ISLE LA MOTTE PRESERVATION TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0ISLE
ReturnHeader/Filer/EIN0030359329
ReturnHeader/Filer/PhoneNum08029283364
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 274
ReturnHeader/Filer/USAddress/CityNm0ISLE LAMOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005463
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId021ECD93113B2B09BE239CA1CD59D714F3C484A18
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0ADB4CF1544A25ADB29CB9326E4B0B1BBAE5BDF8D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02020-04-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:21:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030210880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AM PEISCH & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt024 AIRPORT ROAD SUITE 402
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST LEBANON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0037841663
ReturnHeader/PreparerPersonGrp/PhoneNum06033060100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AARON R MACASKILL CPA
ReturnHeader/ReturnTs02020-04-17T15:54:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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