Charlotte Land Trust Inc

Nonprofit profile at a glance

EIN
030347625
IRS 990-EZ coverage
2010–2025
Forms available
Form 990-EZ 2025, Form 990-N 2020
Location
Charlotte, VT, USA
Phone
8025787369
Rating
61
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Land Resources Conservation

Official website

Reported finances

Revenue
$115,367
Expenses
$20,156
Assets
$499,908
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • KATE LAMPTON (PRESIDENT)
  • FRANCES FOSTER (VICE PRESIDENT)

People named in this filing

  • DANA HANLEY (DIRECTOR)
  • LINDSAY LONGE (DIRECTOR)
  • DAVID PILL (DIRECTOR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To conserve the natural and working lands of charlotte, vt for the benefit of present and future generations.

What it reported doing in 2025

Charlotte land trust ("clt") has helped conserve hundreds of acres of farmland and natural areas in charlotte, Vermont, through its own efforts and partnerhips with the Vermont land trust and other conservation organizations. Throughout the last fiscal year, the charlotte land trust continued to work to protect the best of charlotte's agricultural lands, natural areas, and scenic views. We were active with conservation efforts for two different projects, in different stages of the conservation process. An important part of our work is stewardship of our conserved properties to confirm that the terms of the easements are being followed. A yearly inspection of each of our 17 easement properties has been done, with information on the inspection added to the permanent file for each. We are fortunate to have a strong board, partnerships with larger conservation organizations and generous donor support. Projects this past year involved farmland, forestland, wildlife habitat, waterways and wetlands. While farm projects, with their open spaces and scenic views, tend to be more noticeable forested land is also a high priority for conservation. Of particular interest are areas where we can conserve lands adjacent to other protected areas. Connectivity strengthens forest blocks, protects waterways and enhances wildlife corridors and habitat. In 2025 we completed conservation of a forested parcel adjacent to a town owned wildlife preserve, consistent with an interest in increasing contiguous conserved parcels. Our conservation work was also supplemented by our work this past year on projects essential to the strength and longevity of the organization. In 2025 we began implementation of our new strategic plan, with a focus on leadership transition from the current long-time officers to newer board members.

Operating model

Revenue model
Donor-supported. 85% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 27
  • Transparency & Controls: 100
  • Sustainability: 91
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 15%; rating input score 15
  • Program expense ratio: 45.8%; rating input score 46

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 82.5%; rating input score 98; 98th percentile among comparable filings
  • Total-asset coverage ratio: 24.8; rating input score 99; 99th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 74; 74th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: -6.1% per year; rating input score 0; 19th percentile among comparable filings
  • Revenue growth: 2.9% per year; rating input score 100; 33rd percentile among comparable filings
  • Asset growth: 4.1% per year; rating input score 100; 40th percentile among comparable filings

Details

  • Where the money goes: 15% of revenue deployed · 45.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $9K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 7 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 15/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 46/100.
  • High — Growth: Program expense growth scored 0/100.