Civic Intelligence

Marthas Vineyard Preservation Tr Inc.

EIN 04-6387676 • 501(c)3 • Edgartown, MA

Pub. 78 Eligible

Profile

Preservation of the historical, cultural and architectural traditions of the island of martha's vineyard.

PO Box 5277Edgartown, MA 02539-5277

vineyardtrust.org

Siviq Scores

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

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

17th percentile

0.06x

Higher debt load relative to revenue than 17% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

88th percentile

47%

Higher net margin than 88% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$254,249

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

21%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$27,805,937

Up $3,067,313 (+12%) from 2023

Liabilities

Up

$323,566

Up $37,403 (+13%) from 2023

Net Assets

Up

$27,482,371

Up $3,029,910 (+12%) from 2023

Operations
Liabilities / Revenue17th percentileNet Margin88th percentile

Revenue

Up

$5,348,792

Up $940,125 (+21%) from 2023

Expenses

Up

$2,809,544

Up $102,686 (+3.8%) from 2023

Net Income

Up

$2,539,248

Up $837,439 (+49%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$30M$20M$10M$0Assets 2010: $13,230,656Liabilities 2010: $760,771Net Assets 2010: $12,469,8852010Assets 2011: $13,234,315Liabilities 2011: $739,225Net Assets 2011: $12,495,0902011Assets 2012: $13,221,346Liabilities 2012: $644,565Net Assets 2012: $12,576,7812012Assets 2013: $13,608,032Liabilities 2013: $635,310Net Assets 2013: $12,972,7222013Assets 2014: $13,903,994Liabilities 2014: $588,734Net Assets 2014: $13,315,2602014Assets 2015: $15,000,487Liabilities 2015: $490,511Net Assets 2015: $14,509,9762015Assets 2016: $15,448,123Liabilities 2016: $583,406Net Assets 2016: $14,864,7172016Assets 2017: $20,938,973Liabilities 2017: $541,672Net Assets 2017: $20,397,3012017Assets 2018: $21,561,856Liabilities 2018: $474,464Net Assets 2018: $21,087,3922018Assets 2019: $21,874,650Liabilities 2019: $563,920Net Assets 2019: $21,310,7302019Assets 2020: $21,105,596Liabilities 2020: $623,965Net Assets 2020: $20,481,6312020Assets 2021: $22,708,847Liabilities 2021: $616,434Net Assets 2021: $22,092,4132021Assets 2022: $22,772,768Liabilities 2022: $325,547Net Assets 2022: $22,447,2212022Assets 2023: $24,738,624Liabilities 2023: $286,163Net Assets 2023: $24,452,4612023Assets 2024: $27,805,937Liabilities 2024: $323,566Net Assets 2024: $27,482,3712024

Highlighted filing

2024

Assets$27,805,937
Liabilities$323,566
Net Assets$27,482,371
Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

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

$6.0M$4.0M$2.0M$0Revenue 2010: $3,434,752Expenses 2010: $1,660,260Net Income 2010: $1,774,4922010Revenue 2011: $1,818,242Expenses 2011: $1,757,249Net Income 2011: $60,9932011Revenue 2012: $1,690,365Expenses 2012: $1,687,005Net Income 2012: $3,3602012Revenue 2013: $1,619,061Expenses 2013: $1,340,470Net Income 2013: $278,5912013Revenue 2014: $1,846,153Expenses 2014: $1,524,777Net Income 2014: $321,3762014Revenue 2015: $2,901,805Expenses 2015: $1,630,216Net Income 2015: $1,271,5892015Revenue 2016: $2,047,997Expenses 2016: $1,782,940Net Income 2016: $265,0572016Revenue 2017: $2,199,536Expenses 2017: $1,821,512Net Income 2017: $378,0242017Revenue 2018: $2,546,103Expenses 2018: $1,783,532Net Income 2018: $762,5712018Revenue 2019: $2,111,259Expenses 2019: $1,930,880Net Income 2019: $180,3792019Revenue 2020: $1,745,501Expenses 2020: $1,740,749Net Income 2020: $4,7522020Revenue 2021: $3,056,624Expenses 2021: $1,882,426Net Income 2021: $1,174,1982021Revenue 2022: $3,043,720Expenses 2022: $2,348,114Net Income 2022: $695,6062022Revenue 2023: $4,408,667Expenses 2023: $2,706,858Net Income 2023: $1,701,8092023Revenue 2024: $5,348,792Expenses 2024: $2,809,544Net Income 2024: $2,539,2482024

Highlighted filing

2024

Revenue$5,348,792
Expenses$2,809,544
Net Income$2,539,248
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,805,937
Liabilities
$323,566
Net assets
$27,482,371
Revenue
$5,348,792
Expenses
$2,809,544
Net income
$2,539,248
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$27.8$0.32$27.5$5.35$2.81$2.54
2023Detailed filing. Detailed filing data is available for this year.$24.7$0.29$24.5$4.41$2.71$1.70
2022Detailed filing. Detailed filing data is available for this year.$22.8$0.33$22.4$3.04$2.35$0.70
2021Detailed filing. Detailed filing data is available for this year.$22.7$0.62$22.1$3.06$1.88$1.17
2020Detailed filing. Detailed filing data is available for this year.$21.1$0.62$20.5$1.75$1.74$0.00
2019Summary only. Only limited summary data is available for this year.$21.9$0.56$21.3$2.11$1.93$0.18
2018Summary only. Only limited summary data is available for this year.$21.6$0.47$21.1$2.55$1.78$0.76
2017Summary only. Only limited summary data is available for this year.$20.9$0.54$20.4$2.20$1.82$0.38
2016Summary only. Only limited summary data is available for this year.$15.4$0.58$14.9$2.05$1.78$0.27
2015Summary only. Only limited summary data is available for this year.$15.0$0.49$14.5$2.90$1.63$1.27
2014Summary only. Only limited summary data is available for this year.$13.9$0.59$13.3$1.85$1.52$0.32
2013Summary only. Only limited summary data is available for this year.$13.6$0.64$13.0$1.62$1.34$0.28
2012Summary only. Only limited summary data is available for this year.$13.2$0.64$12.6$1.69$1.69$0.00
2011Summary only. Only limited summary data is available for this year.$13.2$0.74$12.5$1.82$1.76$0.06
2010Summary only. Only limited summary data is available for this year.$13.2$0.76$12.5$3.43$1.66$1.77
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 26, 2025
Return Version
2024v5.2
Gross Receipts
$5,974,737
Mission and Program Overview

Mission

Preservation of the historical, cultural and architectural traditions of the island of martha's vineyard.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$18,434,243$18,656,427▲ $222,184
Investments Other Securities$5,137,137$7,353,298▲ $2,216,161
Cash and Non-Interest-Bearing Accounts$1,034,385$1,563,714▲ $529,329
Accounts Receivable$59,861$114,915▲ $55,054
Inventories for Sale or Use$16,969$22,833▲ $5,864
Prepaid Expenses and Deferred Charges-$11,718-
Total Assets$24,738,624$27,805,937▲ $3,067,313
Other Assets Total$56,029$83,032▲ $27,003
Liabilities
Deferred Revenue$118,000$225,473▲ $107,473
Accounts Payable and Accrued Expenses$167,897$97,833▼ $70,064
Other Liabilities$266$260▼ $6
Total Liabilities$286,163$323,566▲ $37,403
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$24,204,439$26,963,074▲ $2,758,635
Net Assets With Donor Restrictions$248,022$519,297▲ $271,275
Total Net Assets Fund Balance$24,452,461$27,482,371▲ $3,029,910
Total Liabilities and Net Assets / Fund Balance$24,738,624$27,805,937▲ $3,067,313

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$14,935,678$1,773,664-
Land$3,667,105--
Equipment$53,644$211,282-
Other Securities$7,141,691--
Closely Held Equity Interests$211,607--
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nevette PrevidExecutive DirectorFT$213,327$40,922$254,249

Board Members and Trustees

NameTitle
Jb Mccall IvChair
William H WeeksVice-chair Developement
Victor a ZolloVice-chair Endowment
Elizabeth D MackentyVice-chair Finance and Treasurer
Vaughn R ButlerVice-chair Properties
Deborah CrewsVice-chair Trustees & Governance
Alice IndelicatoTrustee
Amanda PhillipsTrustee
Bob CoxTrustee
Brooke BrownTrustee
Carole BergerTrustee
Deborah NugentTrustee
Deborah a BarnesTrustee
Drew G ConwayTrustee
Gail KittenplanTrustee
Gerry ConoverTrustee
Ian MurrayTrustee
John P MurphyTrustee
Kelsey BiggersTrustee
Kevin MyattTrustee
Lynn AllegaertTrustee
Mary StantonTrustee
Melissa HedleyTrustee
Morgan PatriciaTrustee
Pamela D ZillyTrustee
Richard PuringtonTrustee
Robin GrahamTrustee
Rosalie ShaneTrustee
Sara B RorerTrustee
Shep MurrayTrustee
Tana C GibsonTrustee
Tattersall Margaret CTrustee
Twanette T TharpTrustee
John E KleinTrustee, Ex-officio
Alvin R JohnsonClerk
Alison M ConveryEmeriti
Joseph E Sollitto JrEmeriti
Michele M HedleyEmeriti
Nancy T CarabooladEmeriti
Patrick J AhearnEmeriti
Dorothy F ChaffeeHonorary
Joyce M WrightHonorary
Nancy MorrisHonorary
Scott T EarlHonorary
Sheila a HoerleHonorary
Theodora a EllisHonorary

Highest Paid Contractors

ContractorServicesLocationCompensation
Mv Property Care & MaintenaceProperties Maintenance/repairsPO BOX 3406, Edgartown, MA 02539$165,774
Hsa InsuranceHealth Insurance135 WOOD ROAD, Braintree, MA 02184$149,433
Donaroma's Nursery & Landscaping INCLandscaping270 UPPER MAIN ST, Edgartown, MA 02539$133,977
Martha's Vineyard InsuranceGen Liability/insurancePO BOX 549, Providence, RI 02901$126,240
Chase Ink Credit CardCredit Card Charges270 PARK AVENUE, New York, NY 10017$120,618
Revenue and Support

Revenue Composition

Contributions and Grants
$3,738,798
Program Service Revenue
$1,146,259
Investment Income
$219,270
Other Revenue
$244,465
All Other Contributions
$2,842,330
Change in Net Assets
$2,539,248

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded21$492,827TREAS REG # 20.2031-2
Other Non Cash Contri Table10$422,360Fair Market Value (FMV)
Other Non Cash Contri Table75$116,438Fair Market Value (FMV)
Other Non Cash Contri Table2$45,452Fair Market Value (FMV)
Other Non Cash Contri Table1$36,777Fair Market Value (FMV)
Total Noncash Contributions109$1,113,854-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,613,045
Salaries, Compensation, and Employee Benefits$1,196,499
Total Fundraising Expense$174,613
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$491,945$196,778$68,115$756,838
Current Officers, Directors, Trustees, and Key Employees$138,663$55,465$19,199$213,327
Depreciation Depletion$208,971--$208,971
Other Employee Benefits$91,914$36,766$12,726$141,406
Insurance$85,333$34,133$11,816$131,282
Payroll Taxes$55,203$22,081$7,644$84,928
All Other Expenses$57,153$9,486$3,284$69,923
Occupancy$40,201$16,080$5,567$61,848
Advertising$53,729--$53,729
Fees for Services Accounting-$44,410-$44,410
Office Expenses$23,745$9,498$3,288$36,531
Other Expenses$20,883$8,353$31,420$31,420
Fees for Service Investment Mgmnt Fees-$21,936-$21,936
Travel$1,903$761$264$2,928
Fees for Services Legal-$1,259-$1,259
Total Functional Expenses$2,102,085$532,846$174,613$2,809,544
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$593,685
Fundraising Direct Expenses$501,887
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Program Events$1,490,153$593,685$501,887$91,798
Total Events$1,490,153$593,685$501,887$91,798
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Gerret C ConoverDirectorDESCRIPTION:COMMERCIAL LEASE TRANSACTION BETWEEN THE ABOVE NAMED TRUSTEE.No$32,500
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Gift Certificates$252
Stripe Held Reserved Funds$8
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Several of the trustees are related as follows: a emeritus trustee and a trustee are related and another emeritus trustee's daughter served on the events committee.”

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

“The form 990 is reviewed and approved by the executive board and is made available to the board upon request.”

Form 990, Part VI, Section B, Line 12C

“The organization's conflict of interest policy outlines procedures for handling conflicts of interest and requires that each director and employee annually complete a conflict of interest statement and recusal from certain votes or discussions in accordance with policy.”

Form 990, Part VI, Section B, Line 15A

“The organization's board of directors review the salaries of key personnel on an annual basis to determine a reasonable salary for key personnel.”

Form 990, Part VI, Section C, Line 19

“A copy of the organization's form 990 is maintained in its principal office and is available for public inspection.”

Filing and Contact Details

Filer

Filer Name
MARTHA'S VINEYARD PRESERVATION
EIN
04-6387676
Phone
5086274440
Address
PO BOX 5277, EDGARTOWN, MA 02539-5277

Signing Officer

Name
Nevette Previd
Title
Executive Director
Phone
5086274440
Signed
2025-06-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph B Mccall Iv
Formed
1975
Legal Domicile
Ma
Voting Board Members
29
Independent Board Members
29
Employees
53
Volunteers
50

Preparer

Firm
Tonneson & Company Pc
Address
401 EDGEWATER PLACE SUITE 300, WAKEFIELD, MA 01880
Preparer
Thomas P Fulchino CPA
Phone
7812459999
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Record current year ( loss )income in subsidiaries 54,880.”

Part XII Line 2C

“No change from the prior year”

Financial Statement Notes

PART X, LINE 2:

“In accordance with section 501(c)(3) of the internal revenue code, the organization is exempt from federal and state income taxes and accordingly, the consolidated financial statements do not reflect a provision for income taxes. These determinations have been reviewed according to guidance from the financial accounting standards board pronouncement related to accounting for uncertainty in income taxes. In determining the recognition of uncertain tax positions, the organization applies a more-likely-than-not recognition threshold and determines the measurement of uncertain tax positions considering the amounts and probabilities of the outcomes that could be realized upon ultimate settlement with taxing authorities. As of december 31, 2024, the organization has no uncertain tax positions that qualify for either recognition or disclosure in the consolidated financial statements. The organization is generally subject to potential examination by taxing jurisdictions for the prior three years.”

Raw XML AppendixShowing 400 of 925 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.

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