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Arts, Culture, Humanities : Libraries, Historical Societies and Landmark Preservation

Preservation Trust of Vermont

Continuing support for Vermont communities since 1980

three stars

86.44

104 Church Street Burlington, VT 05401
tel: (802) 658-6647   Web Site
EIN: 03-0281195

Board Leadership
Neale Lunderville
President

CEO
Ben Doyle
President

  Score
(out of 100)
Rating
Overall Score & Rating 86.44 three stars
  Financial 97.50 four stars
  Accountability & Transparency 81.00 three stars
This rating was published 02/01/2021 and includes data from FY2019, the most recent 990 received at that time.

The Preservation Trust of Vermont was founded in 1980 to initiate, stimulate and assist local and statewide efforts to preserve and use Vermont's rich collection of historic, architectural cultural and community resources. We help through planning grants, technical assistance, preservation grants, and a variety of educational tools. Much of this work is in partnership with local organizations, communities and individual Vermonters who are actively working to protect and restore significant historic properties, downtowns and community centers. The Preservation Trust has assisted community leaders, volunteers, and nonprofit organizations in virtually every community in Vermont.

The Preservation Trust of Vermont was founded in 1980 to initiate, stimulate and assist local and statewide efforts to preserve and use Vermont's rich collection of historic, architectural cultural and community resources. We help through planning grants, technical assistance, preservation grants, and a variety of educational tools. Much of this work is in partnership with local organizations, communities and individual Vermonters who are actively working to protect and restore significant historic properties, downtowns and community centers. The Preservation Trust has assisted community leaders, volunteers, and nonprofit organizations in virtually every community in Vermont.

Financial

four stars

97.50

Accountability & Transparency

three stars

81.00

This rating was published 02/01/2021 and includes data from FY2019, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
91.0%
  Administrative Expenses 5.5%
  Fundraising Expenses 3.4%
  Fundraising Efficiency $0.04
  Working Capital Ratio (years) 2.78
  Program Expenses Growth 26.6%
  Liabilities to Assets 3.2%
All data for Financial Performance Metrics calculations was provided by Preservation Trust of Vermont on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Preservation Trust of Vermont on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Preservation Trust of Vermont (VT) 86.44 three stars
The Royal Oak Foundation (NY) 92.23 four stars
Preservation Virginia (VA) 86.36 three stars
National Trust for Historic Preservation (DC) 88.40 three stars
Archaeology Southwest (AZ) 97.11 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,518,563
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $4,577
   Related Organizations $0
   Government Grants $33,371
Total Contributions $1,556,511
   Program Service Revenue $73,686
Total Primary Revenue $1,630,197
   Other Revenue $239,537
TOTAL REVENUE $1,869,734
   
EXPENSES  
   Program Expenses $2,058,816
   Administrative Expenses $121,553
   Fundraising Expenses $74,784
TOTAL FUNCTIONAL EXPENSES $2,255,153
   
Payments to Affiliates $511,893
Excess (or Deficit) for the year $-385,419
   
Net Assets $8,747,532

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Preservation Grants $545,224 26.5%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-09 02/01/2021 86.44 three stars
2018-09 02/01/2020 83.01 three stars
2017-09 02/01/2019 84.04 three stars
2016-09 03/01/2018 86.19 three stars
2015-09 03/01/2017 91.16 four stars
2014-09 06/01/2016 89.24 three stars
 
CN 2.0
2014-09 12/22/2015 85.54 three stars
2013-09 05/01/2015 84.20 three stars
2012-09 04/01/2014 89.13 three stars
2012-09 02/01/2014 86.36 three stars
2011-09 03/01/2013 80.52 three stars
2011-09 11/06/2012 78.72 two stars
2010-09 12/23/2011 81.65 three stars
2009-09 09/20/2011 81.34 three stars
 
CN 1.0
2009-09 02/01/2011 91.40 four stars
2008-09 05/01/2010 96.42 four stars
2007-09 02/01/2009 96.67 four stars
2006-09 02/01/2008 82.99 three stars
2005-09 12/15/2006 82.41 three stars
2004-09 01/01/2006 76.44 two stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 03-0281195
Name in IRS Master File PRESERVATION TRUST OF VERMONT INC
NTEE Code A80
NTEE Classification Historical Societies, Related Historical Activities
NTEE Type Arts, Culture and Humanities
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (350) Preservation of natural resources (conservation)
(354) Preservation of scenic beauty
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date March, 1982
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End September
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • September, 2018
  • September, 2017
  • September, 2016
  • September, 2015
  • September, 2014
Compensation % of Expenses Paid to Title
$125,528 5.56% Paul Bruhn Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Preservation Trust of Vermont (VT) 86.44 three stars
George Washington's Mount Vernon (VA) 87.65 three stars
The Royal Oak Foundation (NY) 92.23 four stars
Statue of Liberty-Ellis Island Foundation (NY) 91.45 four stars
Morven Museum & Garden (NJ) 92.14 four stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Preservation Trust of Vermont
104 Church Street
Burlington, VT 05401
tel: (802) 658-6647
fax: (802) 658-0576
EIN: 03-0281195

Visit Web Site

Board Leadership

Neale Lunderville
President

CEO

Ben Doyle
President

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