Civic Intelligence

Schwamb MILL Preservation Trust

EIN 04-2488505 • 501(c)3 • Arlington, MA

Profile

The schwamb mill preservation trust inc exists for the preservation, maintenance, and enhancement of the old schwamb mill in arlington massachusetts.

17 Mill LaneArlington, MA 02476-4189

n/A

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

89th percentile

48%

Higher net margin than 89% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

60th percentile

7.8%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

21%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,100,904

Up $80,121 (+7.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,100,904

Up $80,121 (+7.8%) from 2023

Revenue

Up

$166,035

Up $28,402 (+21%) from 2023

Expenses

Up

$85,915

Up $18,316 (+27%) from 2023

Net Income

Up

$80,120

Up $10,086 (+14%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $665,234Liabilities 2011: $0Net Assets 2011: $665,2342011Assets 2012: $666,602Liabilities 2012: $0Net Assets 2012: $666,6022012Assets 2013: $718,699Liabilities 2013: $0Net Assets 2013: $718,6992013Assets 2014: $729,760Liabilities 2014: $0Net Assets 2014: $729,7602014Assets 2015: $757,572Liabilities 2015: $24,197Net Assets 2015: $733,3752015Assets 2016: $780,962Liabilities 2016: $19,333Net Assets 2016: $761,6292016Assets 2017: $819,367Liabilities 2017: $14,396Net Assets 2017: $804,9712017Assets 2018: $821,342Liabilities 2018: $9,388Net Assets 2018: $811,9542018Assets 2019: $902,075Liabilities 2019: $6,427Net Assets 2019: $895,6482019Assets 2020: $935,037Liabilities 2020: $0Net Assets 2020: $935,0372020Assets 2021: $968,367Liabilities 2021: $0Net Assets 2021: $968,3672021Assets 2022: $950,749Liabilities 2022: $0Net Assets 2022: $950,7492022Assets 2023: $1,020,783Liabilities 2023: $0Net Assets 2023: $1,020,7832023Assets 2024: $1,100,904Liabilities 2024: $0Net Assets 2024: $1,100,9042024

Highlighted filing

2024

Assets$1,100,904
Liabilities$0
Net Assets$1,100,904

Operations Trend

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

$200K$150K$100K$50K$0-$50KExpenses 2011: $41,7512011Expenses 2012: $47,3512012Revenue 2013: $86,389Expenses 2013: $58,317Net Income 2013: $28,0722013Revenue 2014: $62,688Expenses 2014: $56,578Net Income 2014: $6,1102014Revenue 2015: $57,666Expenses 2015: $54,049Net Income 2015: $3,6172015Revenue 2016: $82,011Expenses 2016: $53,757Net Income 2016: $28,2542016Revenue 2017: $111,131Expenses 2017: $67,789Net Income 2017: $43,3422017Revenue 2018: $70,143Expenses 2018: $63,160Net Income 2018: $6,9832018Revenue 2019: $152,369Expenses 2019: $68,675Net Income 2019: $83,6942019Revenue 2020: $89,197Expenses 2020: $49,808Net Income 2020: $39,3892020Revenue 2021: $93,794Expenses 2021: $60,464Net Income 2021: $33,3302021Revenue 2022: $64,009Expenses 2022: $81,628Net Income 2022: -$17,6192022Revenue 2023: $137,633Expenses 2023: $67,599Net Income 2023: $70,0342023Revenue 2024: $166,035Expenses 2024: $85,915Net Income 2024: $80,1202024

Highlighted filing

2024

Revenue$166,035
Expenses$85,915
Net Income$80,120

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$0.17$0.09$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.14$0.07$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.06$0.08$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.09$0.06$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.09$0.05$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.90$0.01$0.90$0.15$0.07$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.82$0.01$0.81$0.07$0.06$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.82$0.01$0.80$0.11$0.07$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.02$0.76$0.08$0.05$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.76$0.02$0.73$0.06$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.06$0.06$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.09$0.06$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$166,670
Mission and Program Overview

Mission

The schwamb mill preservation trust inc exists for the preservation, maintenance, and enhancement of the old schwamb mill in arlington massachusetts.

Education/historic industrial preservation

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$601,030$596,042▼ $4,988
Investments in Publicly Traded Securities$313,346$364,808▲ $51,462
Savings and Temporary Cash Investments$74,761$85,766▲ $11,005
Cash and Non-Interest-Bearing Accounts$16,646$39,288▲ $22,642
Inventories for Sale or Use$15,000$15,000→ $0
Total Assets$1,020,783$1,100,904▲ $80,121
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,020,783$1,100,904▲ $80,121
Total Net Assets Fund Balance$1,020,783$1,100,904▲ $80,121
Total Liabilities and Net Assets / Fund Balance$1,020,783$1,100,904▲ $80,121

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$346,042$218,453$564,495
Land$250,000-$250,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dermot WhittakerPresident
JANET O'RIORDANVice President
Doreen StevensDirector
Ellen CohenDirector
Grace DingeeDirector
Reed SnyderDirector
Robert B TannerDirector
Rose M AustinDirector
Wayne SchwambHonorary Director
Ann M LeroyerClerk
Richard a DuffyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$55,429
Program Service Revenue
$0
Investment Income
$10,190
Other Revenue
$100,416
Change in Net Assets
$80,120
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$58,204
Salaries, Compensation, and Employee Benefits$27,711
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$27,711-$27,711
Occupancy-$17,012-$17,012
Depreciation Depletion-$14,408-$14,408
Insurance-$2,621-$2,621
Fees for Services Accounting-$1,963-$1,963
Office Expenses-$681-$681
Advertising-$395-$395
Other Expenses-$125-$125
All Other Expenses-$60-$60
Total Functional Expenses$0$85,915$0$85,915
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
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
No
Management duties delegated
No

Governance Explanations

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

Form 990 is reviewed by the trustees and officers of the organization.

Form 990, Part VI, Section C, Line 18

The organization makes its governing documents, conflicts of interest policy and financial statements available to the public upon request.

Form 990, Part VI, Section C, Line 19

The organization makes it's form 990 available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Schwamb Mill Preservation Trust
EIN
04-2488505
Phone
7816430554
Address
17 MILL LANE, ARLINGTON, MA 02476-4189

Signing Officer

Name
Dermont Whittaker
Title
President
Phone
7812752627
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dermont Whittaker
Formed
1969
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Medaglia & Co Inc
Address
23 EAST PEARL STREET, NASHUA, NH 03060
Preparer
Thomas a Medaglia Jr
Phone
6038894411
Raw XML AppendixShowing 400 of 414 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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IRS990/BooksInCareOfDetail/PhoneNum07816430554
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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT
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IRS990/PYTotalRevenueAmt0137633
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt080120
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt017580
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt074761
IRS990/SavingsAndTempCashInvstGrp/EOYAmt085766
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt051337
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0153816
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt095344
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt057879
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt046429
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0404805
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013640
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt028379
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt020032
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt022608
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt09918
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt094577
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01170
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0510
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01630
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04261
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02376
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09947
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013640
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt028379
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt020032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt022608
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt09918
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt094577
IRS990ScheduleA/InvestmentIncomeCYPct00.18570
IRS990ScheduleA/InvestmentIncomePYPct00.19660
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.81430
IRS990ScheduleA/PublicSupportPY509Pct00.80340
IRS990ScheduleA/PublicSupportTotal509Amt0414752
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt052507
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0154326
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt096974
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt062140
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt048805
IRS990ScheduleA/Total509Grp/TotalAmt0414752
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt066147
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0182705
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0117006
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt084748
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt058723
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0509329
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/BookValueAmt0346042
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0218453
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0564495
IRS990ScheduleD/LandGrp/BookValueAmt0250000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0250000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0596042
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE TRUSTEES AND OFFICERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES IT'S FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01020783
IRS990/TotalAssetsEOYAmt01100904
IRS990/TotalAssetsGrp/BOYAmt01020783
IRS990/TotalAssetsGrp/EOYAmt01100904
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt055429
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt085915
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt085915
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01020783
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01100904
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0973
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0535
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0110071
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0166035
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01020783
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01100904
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt037 NEILLIAN WAY
IRS990/USAddress/CityNm0BEDFORD
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001730
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DERMONT WHITTAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07812752627
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHWAMB MILL PRESERVATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SCHW
ReturnHeader/Filer/EIN0042488505
ReturnHeader/Filer/PhoneNum07816430554
ReturnHeader/Filer/USAddress/AddressLine1Txt017 MILL LANE
ReturnHeader/Filer/USAddress/CityNm0ARLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0024764189
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01

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