Civic Intelligence

Preservation Realty Holdings Inc

990 • Fiscal year 2015 • EIN 03-0356606

Oct 01, 2014 to Sep 30, 2015 • Filed on Jul 28, 2016

Organization ProfileN/A
104 Church StreetBurlington, VT 05401

(802) 658-6647

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

65th percentile

0.42x

Higher debt load relative to assets than 65% of similar nonprofits.

2015 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

89th percentile

12.44x

Higher debt load relative to revenue than 89% of similar nonprofits.

2015 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2015

Net Margin

6th percentile

-136%

Higher net margin than 6% of similar nonprofits.

2015 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

64th percentile

$108,410

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 233.5% of source-year revenue.

2015 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2015

Asset Growth

29th percentile

-3.1%

Faster asset growth than 29% of similar nonprofits.

2015 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

26th percentile

-5.9%

Faster revenue growth than 26% of similar nonprofits.

2015 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$1,366,665

Down $44,076 (-3.1%) from 2014

Net Assets

Down

$788,878

Down $63,302 (-7.4%) from 2014

Liabilities

Up

$577,787

Up $19,226 (+3.4%) from 2014

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin6th percentile

Revenue

Down

$46,432

Down $2,906 (-5.9%) from 2014

Expenses

Up

$109,734

Up $6,751 (+6.6%) from 2014

Net Income

Down

-$63,302

Down $9,657 (-18%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,598,905Liabilities 2011: $558,396Net Assets 2011: $1,040,5092011Assets 2012: $1,533,361Liabilities 2012: $569,521Net Assets 2012: $963,8402012Assets 2013: $1,476,472Liabilities 2013: $570,647Net Assets 2013: $905,8252013Assets 2014: $1,410,741Liabilities 2014: $558,561Net Assets 2014: $852,1802014Assets 2015: $1,366,665Liabilities 2015: $577,787Net Assets 2015: $788,8782015Assets 2016: $1,321,843Liabilities 2016: $556,585Net Assets 2016: $765,2582016Assets 2017: $1,265,347Liabilities 2017: $424,152Net Assets 2017: $841,1952017Assets 2018: $1,201,691Liabilities 2018: $420,832Net Assets 2018: $780,8592018Assets 2019: $1,216,847Liabilities 2019: $0Net Assets 2019: $1,216,8472019Assets 2020: $1,176,117Liabilities 2020: $0Net Assets 2020: $1,176,1172020Assets 2021: $1,098,434Liabilities 2021: $0Net Assets 2021: $1,098,4342021Assets 2022: $1,119,418Liabilities 2022: $0Net Assets 2022: $1,119,4182022Assets 2023: $1,125,018Liabilities 2023: $0Net Assets 2023: $1,125,0182023Assets 2024: $1,161,250Liabilities 2024: $0Net Assets 2024: $1,161,2502024

Highlighted filing

2015

Assets$1,366,665
Liabilities$577,787
Net Assets$788,878
Open 2015 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $83,8892011Revenue 2012: $5,440Expenses 2012: $82,109Net Income 2012: -$76,6692012Revenue 2013: $57,660Expenses 2013: $115,675Net Income 2013: -$58,0152013Revenue 2014: $49,338Expenses 2014: $102,983Net Income 2014: -$53,6452014Revenue 2015: $46,432Expenses 2015: $109,734Net Income 2015: -$63,3022015Revenue 2016: $42,918Expenses 2016: $102,312Net Income 2016: -$59,3942016Revenue 2017: $178,802Expenses 2017: $102,865Net Income 2017: $75,9372017Revenue 2018: $67,003Expenses 2018: $127,339Net Income 2018: -$60,3362018Revenue 2019: $523,419Expenses 2019: $87,431Net Income 2019: $435,9882019Revenue 2020: $31,710Expenses 2020: $72,440Net Income 2020: -$40,7302020Revenue 2021: $31,761Expenses 2021: $109,444Net Income 2021: -$77,6832021Revenue 2022: $179,918Expenses 2022: $158,934Net Income 2022: $20,9842022Revenue 2023: $39,722Expenses 2023: $34,122Net Income 2023: $5,6002023Revenue 2024: $79,168Expenses 2024: $42,936Net Income 2024: $36,2322024

Highlighted filing

2015

Revenue$46,432
Expenses$109,734
Net Income-$63,302
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Jul 28, 2016
Return Version
2014v6.0
Gross Receipts
$46,432
Mission and Program Overview

Mission

To hold title to and manage real

To hold title to and manage real estate donated to or acquired by Preservation Trust of Vermont, Inc. To date, the Organization is managing the historic property known as the Grand Isle Lake House.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,353,665$1,284,907▼ $68,758
Rtn Earn Endowment Incm Other Fnds$852,180$788,878▼ $63,302
Cash and Non-Interest-Bearing Accounts$21,348$44,659▲ $23,311
Savings and Temporary Cash Investments$32,566$36,649▲ $4,083
Prepaid Expenses and Deferred Charges$462--
Accounts Receivable$2,700$450▼ $2,250
Total Assets$1,410,741$1,366,665▼ $44,076
Liabilities
Other Liabilities$557,024$577,787▲ $20,763
Unsecured Notes Loans Payable$1,537--
Total Liabilities$558,561$577,787▲ $19,226
Net Assets / Fund Balance
Total Net Assets Fund Balance$852,180$788,878▼ $63,302
Total Liabilities and Net Assets / Fund Balance$1,410,741$1,366,665▼ $44,076

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$434,907$892,663-
Land$850,000--
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Paul BruhnPresidentPT$108,410$108,410
William PolkTreasurer (Non-Voting)-$13,500$13,500

Board Members and Trustees

NameTitle
Allen GartnerDirector
Bill TruexDirector
Gretchen SariesDirector
John WadhamsDirector
Paul WyncoopDirector
Gerry TarrantCounsel(Non-Voting)
Revenue and Support

Revenue Composition

Contributions and Grants
$38,800
Program Service Revenue
$7,611
Investment Income
$21
Other Revenue
$0
Change in Net Assets
$-63,302
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$109,734
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$68,759$0$0$68,759
Payments to Affiliates$13,500$1,500$0$15,000
Fees for Services Accounting$0$2,130$0$2,130
Other Expenses$666$74$0$740
Interest$80$0$0$80
Total Functional Expenses$106,030$3,704$0$109,734
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Interest-Free Advance from the Preservation Trust of Vermont$542,013
Capital Reserve Fund$35,774
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Preservation Realty Holdings Inc
EIN
03-0356606
Phone
8026586647
Address
104 Church Street, Burlington, VT 05401

Signing Officer

Name
Paul Bruhn
Title
President
Phone
8026586647
Signed
2016-07-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Bruhn
Formed
1998
Legal Domicile
Vt
Voting Board Members
6
Independent Board Members
5
Employees
0
Volunteers
7

Preparer

Firm
Tapia & Huckabay PC
Address
PO Box 38, Vergennes, VT 05491
Preparer
William S Huckabay CPA
Phone
8028707086
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“The Organization only has one member - Preservation Trust of Vermont, Inc. acting through its Board of Directors.”

Pt VI, Line 7A

“Directors are nominated and elected to three-year terms by the sole member of the Organization at the Corporation's annual meeting.”

Pt VI, Line 11B

“A copy of the Form 990 is made available to all Board members prior to its submission.”

Pt VI, Line 12C

“All Directors, Officers, Board and Committee members are required to read the Organization's Conflict of Interest Policy and disclose any real or potential conflicts annually. Any disclosure is investigated by an independent Board / Committee member and steps are established to resolve or avoid any actual or potential conflict.”

Pt VI, Line 19

“The Organization makes all organizational documents, including its Form 1024, annual tax returns, and governing documents available for public inspection upon request.”

Other

“Part VII-A / Line 1a - President and Board Member, Paul Bruhn, is the Executive Director of the controlling organization, Preservation Trust of Vermont, Inc. (PTV), through which all reportable compensation and benefits are paid. Treasurer, William Polk, provides accounting services to both the Organization and its controlling entity, PTV. All compensation is paid by PTV.”

Raw XML AppendixShowing 400 of 466 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/BOYAmt02700
IRS990/AccountsReceivableGrp/EOYAmt0450
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To hold title to and manage real estate donated to or acquired by Preservation Trust of Vermont, Inc. To date, the Organization is managing the historic property known as the Grand Isle Lake House.
IRS990/AdvertisingGrp/FundraisingAmt00
IRS990/AdvertisingGrp/ManagementAndGeneralAmt00
IRS990/AdvertisingGrp/ProgramServicesAmt00
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt00
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0William Polk
IRS990/BooksInCareOfDetail/PhoneNum08026586647
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0104 Church Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Burlington
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd005401
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt021348
IRS990/CashNonInterestBearingGrp/EOYAmt044659
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/FundraisingAmt00
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt00
IRS990/CompDisqualPersonsGrp/ProgramServicesAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt00
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt038800
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt021
IRS990/CYOtherExpensesAmt0109734
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt07611
IRS990/CYRevenuesLessExpensesAmt0-63302
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0109734
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt046432
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt068759
IRS990/DepreciationDepletionGrp/TotalAmt068759
IRS990/Desc0THE ORGANIZATION CONTINUES TO MAINTAIN HISTORIC PROPERTY FOR THE BENEFIT OF THE PRESERVATION TRUST OF VERMONT, INC.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0106030
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02130
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt02130
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/FundraisingAmt00
IRS990/FeesForServicesLobbyingGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesLobbyingGrp/ProgramServicesAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/FundraisingAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/FundraisingAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/ProgramServicesAmt00
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt05980
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0PAUL BRUHN
IRS990/Form990PartVIISectionAGrp/PersonNm1ALLEN GARTNER
IRS990/Form990PartVIISectionAGrp/PersonNm2GRETCHEN SARIES
IRS990/Form990PartVIISectionAGrp/PersonNm3BILL TRUEX
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN WADHAMS
IRS990/Form990PartVIISectionAGrp/PersonNm5PAUL WYNCOOP
IRS990/Form990PartVIISectionAGrp/PersonNm6WILLIAM POLK
IRS990/Form990PartVIISectionAGrp/PersonNm7GERRY TARRANT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0102430
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt613500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer (Non-Voting)
IRS990/Form990PartVIISectionAGrp/TitleTxt7Counsel(Non-Voting)
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt046432
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt080
IRS990/InterestGrp/TotalAmt080
IRS990/InvestmentIncomeGrp/ExclusionAmt021
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt021
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0892663
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01353665
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01284907
IRS990/LandBldgEquipCostOrOtherBssAmt02177570
IRS990/LegalDomicileStateCd0VT
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To hold title to and manage real
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0852180
IRS990/NetAssetsOrFundBalancesEOYAmt0788878
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Repairs & maintenance
IRS990/OtherExpensesGrp/Desc1Miscellaneous
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt174
IRS990/OtherExpensesGrp/ProgramServicesAmt023025
IRS990/OtherExpensesGrp/ProgramServicesAmt1666
IRS990/OtherExpensesGrp/TotalAmt023025
IRS990/OtherExpensesGrp/TotalAmt1740
IRS990/OtherLiabilitiesGrp/BOYAmt0557024
IRS990/OtherLiabilitiesGrp/EOYAmt0577787
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt01500
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt013500
IRS990/PaymentsToAffiliatesGrp/TotalAmt015000
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0462
IRS990/PrincipalOfficerNm0PAUL BRUHN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531120
IRS990/ProgramServiceRevenueGrp/Desc0Rental Income
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07611
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt040000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt022
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0102983
IRS990/PYProgramServiceRevenueAmt09316
IRS990/PYRevenuesLessExpensesAmt0-53645
IRS990/PYTotalExpensesAmt0102983
IRS990/PYTotalRevenueAmt049338
IRS990/ReconcilationRevenueExpnssAmt0-63302
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt038800
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt07611
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0852180
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0788878
IRS990/SavingsAndTempCashInvstGrp/BOYAmt032566
IRS990/SavingsAndTempCashInvstGrp/EOYAmt036649
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0434907
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0892663
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt01327570
IRS990ScheduleD/LandGrp/BookValueAmt0850000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0850000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0542013
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt135774
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Interest-Free Advance from the Preservation Trust of Vermont
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Capital Reserve Fund
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01284907
IRS990ScheduleD/TotalLiabilityAmt0577787
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Organization only has one member - Preservation Trust of Vermont, Inc. acting through its Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Directors are nominated and elected to three-year terms by the sole member of the Organization at the Corporation's annual meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A copy of the Form 990 is made available to all Board members prior to its submission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All Directors, Officers, Board and Committee members are required to read the Organization's Conflict of Interest Policy and disclose any real or potential conflicts annually. Any disclosure is investigated by an independent Board / Committee member and steps are established to resolve or avoid any actual or potential conflict.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Organization makes all organizational documents, including its Form 1024, annual tax returns, and governing documents available for public inspection upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Part VII-A / Line 1a - President and Board Member, Paul Bruhn, is the Executive Director of the controlling organization, Preservation Trust of Vermont, Inc. (PTV), through which all reportable compensation and benefits are paid. Treasurer, William Polk, provides accounting services to both the Organization and its controlling entity, PTV. All compensation is paid by PTV.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Preservation Trust of Vermont Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0030281195
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HISTORIC PRESERVATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Part I, 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0104 Church Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Burlington
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0VT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd005401
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0true
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt038800
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1542013
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt215000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0N/A - Cash
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1N/A - Cash
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Preservation Trust of Vermont Inc - CY Grants
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1Preservation Trust of Vermont Inc - Year-End Due To
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2Preservation Trust of Vermont Inc - Management Fee
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0c
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1e
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2p
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01410741
IRS990/TotalAssetsEOYAmt01366665
IRS990/TotalAssetsGrp/BOYAmt01410741
IRS990/TotalAssetsGrp/EOYAmt01366665
IRS990/TotalCompGreaterThan150KInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,366,665
Liabilities
$577,787
Net assets
$788,878
Revenue
$46,432
Expenses
$109,734
Net income
-$63,302
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.08$0.04$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.04$0.03$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$0.18$0.16$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.03$0.11$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.03$0.07$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.52$0.09$0.44
2018Detailed filing. Detailed filing data is available for this year.$1.20$0.42$0.78$0.07$0.13$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.42$0.84$0.18$0.10$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.32$0.56$0.77$0.04$0.10$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.37$0.58$0.79$0.05$0.11$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.41$0.56$0.85$0.05$0.10$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.57$0.91$0.06$0.12$0.06
2012Summary only. Only limited summary data is available for this year.$1.53$0.57$0.96$0.01$0.08$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.56$1.04$0.08