Civic Intelligence

Architectural Conservation Trust

EIN 04-2614456 • 501(c)3 • Plymouth, MA

Profile

To preserve historically significant properties and to encourage additional historically appropriate efforts in neighborhoods or communities by private investors.

6 Main Street Extension Ste 613Plymouth, MA 02360

www.preservationmass.org

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

Higher debt load relative to assets than 3% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

4th percentile

0.00x

Higher debt load relative to revenue than 4% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

3rd percentile

-71%

Higher net margin than 3% of similar nonprofits.

501(c)3 • $50M-$100M 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

11th percentile

-6.6%

Faster asset growth than 11% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

4097%

Faster revenue growth than 100% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Down

$72,201,032

Down $5,068,499 (-6.6%) from 2023

Liabilities

Down

$2,093

Down $453,073 (-100%) from 2023

Net Assets

Down

$72,198,939

Down $4,615,426 (-6.0%) from 2023

Operations
Liabilities / Revenue4th percentileNet Margin3rd percentile

Revenue

Up

$6,464,288

Up $6,310,253 (+4097%) from 2023

Expenses

Up

$11,079,714

Up $10,981,140 (+11140%) from 2023

Net Income

Down

-$4,615,426

Down $4,670,887 (-8422%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

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

$80M$60M$40M$20M$0Assets 2010: $767,483Liabilities 2010: $69,850Net Assets 2010: $697,6332010Assets 2011: $608,819Liabilities 2011: $63,755Net Assets 2011: $545,0642011Assets 2012: $741,860Liabilities 2012: $121,260Net Assets 2012: $620,6002012Assets 2013: $590,238Liabilities 2013: $52,098Net Assets 2013: $538,1402013Assets 2014: $722,360Liabilities 2014: $25,377Net Assets 2014: $696,9832014Assets 2015: $632,567Liabilities 2015: $21,294Net Assets 2015: $611,2732015Assets 2016: $682,859Liabilities 2016: $22,556Net Assets 2016: $660,3032016Assets 2017: $630,205Liabilities 2017: $23,966Net Assets 2017: $606,2392017Assets 2018: $402,189Liabilities 2018: $25,621Net Assets 2018: $376,5682018Assets 2019: $55,956,330Liabilities 2019: $27,604Net Assets 2019: $55,928,7262019Assets 2020: $60,789,020Liabilities 2020: $6,500Net Assets 2020: $60,782,5202020Assets 2021: $66,444,772Liabilities 2021: $6,500Net Assets 2021: $66,438,2722021Assets 2022: $75,614,551Liabilities 2022: $6,501Net Assets 2022: $75,608,0502022Assets 2023: $77,269,531Liabilities 2023: $455,166Net Assets 2023: $76,814,3652023Assets 2024: $72,201,032Liabilities 2024: $2,093Net Assets 2024: $72,198,9392024

Highlighted filing

2024

Assets$72,201,032
Liabilities$2,093
Net Assets$72,198,939
Open 2024 Filing

Operations Trend

Revenue Growth100th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $142,1952010Expenses 2011: $174,2702011Expenses 2012: $152,7172012Revenue 2013: $67,665Expenses 2013: $205,492Net Income 2013: -$137,8272013Revenue 2014: $471,869Expenses 2014: $333,434Net Income 2014: $138,4352014Revenue 2015: $126,955Expenses 2015: $195,738Net Income 2015: -$68,7832015Revenue 2016: $313,885Expenses 2016: $277,483Net Income 2016: $36,4022016Revenue 2017: $123,598Expenses 2017: $203,896Net Income 2017: -$80,2982017Revenue 2018: $130,676Expenses 2018: $256,530Net Income 2018: -$125,8542018Revenue 2019: $2,429,252Expenses 2019: $414,165Net Income 2019: $2,015,0872019Revenue 2020: $4,995,758Expenses 2020: $142,326Net Income 2020: $4,853,4322020Revenue 2021: $5,776,618Expenses 2021: $121,111Net Income 2021: $5,655,5072021Revenue 2022: $9,337,452Expenses 2022: $167,138Net Income 2022: $9,170,3142022Revenue 2023: $154,035Expenses 2023: $98,574Net Income 2023: $55,4612023Revenue 2024: $6,464,288Expenses 2024: $11,079,714Net Income 2024: -$4,615,4262024

Highlighted filing

2024

Revenue$6,464,288
Expenses$11,079,714
Net Income-$4,615,426
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$72,201,032
Liabilities
$2,093
Net assets
$72,198,939
Revenue
$6,464,288
Expenses
$11,079,714
Net income
-$4,615,426
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$72.2$0.00$72.2$6.46$11.1$4.62
2023Detailed filing. Detailed filing data is available for this year.$77.3$0.46$76.8$0.15$0.10$0.06
2022Summary only. Only limited summary data is available for this year.$75.6$0.01$75.6$9.34$0.17$9.17
2021Summary only. Only limited summary data is available for this year.$66.4$0.01$66.4$5.78$0.12$5.66
2020Summary only. Only limited summary data is available for this year.$60.8$0.01$60.8$5.00$0.14$4.85
2019Summary only. Only limited summary data is available for this year.$56.0$0.03$55.9$2.43$0.41$2.02
2018Detailed filing. Detailed filing data is available for this year.$0.40$0.03$0.38$0.13$0.26$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.63$0.02$0.61$0.12$0.20$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.68$0.02$0.66$0.31$0.28$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.63$0.02$0.61$0.13$0.20$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.03$0.70$0.47$0.33$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.05$0.54$0.07$0.21$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.12$0.62$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.06$0.55$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.07$0.70$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$6,464,288
Mission and Program Overview

Mission

To preserve historically significant properties and to encourage additional historically appropriate efforts in neighborhoods or communities by private investors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$58,715,841$59,035,091▲ $319,250
Investments Other Securities$16,815,413$11,437,413▼ $5,378,000
Cash and Non-Interest-Bearing Accounts$839,632$1,169,494▲ $329,862
Investments in Publicly Traded Securities$126,744$194,882▲ $68,138
Accounts Receivable$16,341$29,711▲ $13,370
Total Assets$77,269,531$72,201,032▼ $5,068,499
Other Assets Total$755,560$334,441▼ $421,119
Liabilities
Other Liabilities$448,664--
Accounts Payable and Accrued Expenses$6,502$2,093▼ $4,409
Total Liabilities$455,166$2,093▼ $453,073
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$76,486,526$70,838,528▼ $5,647,998
Net Assets With Donor Restrictions$327,839$1,360,411▲ $1,032,572
Total Net Assets Fund Balance$76,814,365$72,198,939▼ $4,615,426
Total Liabilities and Net Assets / Fund Balance$77,269,531$72,201,032▼ $5,068,499

Asset Categories

AssetBook ValueDepreciationBasis
Closely Held Equity Interests$11,437,413--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeOtherTotal
Jessica Rudden-dubePres./exec.PT$100,000$100,000

Board Members and Trustees

NameTitle
Mary ThompsonChair
Robert CharestVice Chair
Douglas KelleherDirector
Gordan PulsiferDirector
James McdermottDirector
John CornellDirector
John W GahanDirector
Jon RudzinskiDirector
Kara AndersonDirector
Karen Mauney-brodeckDirector
Maureen CavanaughDirector
Pamela BaileyDirector
Ryan LynchDirector
Sarah La CourDirector
Scott WinklerDirector
Wendall KalsowDirector
Daniel KolodnerClerk
Nick RattiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$172,273
Program Service Revenue
$6,173,870
Investment Income
$118,145
Other Revenue
$0
All Other Contributions
$172,273
Change in Net Assets
$-4,615,426
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,079,714
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
Fees for Services Other$11,079,714--$11,079,714
Total Functional Expenses$11,079,714$0$0$11,079,714
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The executive director reviews form 990 with the authority of the executive committee and the full confidence in the entity assisting in the preparation of the documents.”

Form 990, Page 6, Part VI, Line 12C

“The board of directors reviews the organization's conflict of interest policy annually in order to ensure that the organization's board of directors, officers and employees are regularly and consistently monitoring and enforcing it.”

Form 990, Page 6, Part VI, Line 19

“All legal and financial documents are retained at the organization's offices and available for any board member, director or other person making requests to see and review them.”

Filing and Contact Details

Filer

Filer Name
Architectural Conservation Trust
EIN
04-2614456
Phone
6177233383
Address
6 MAIN STREET EXTENSION STE 613, PLYMOUTH, MA 02360

Signing Officer

Name
Jessica Rudden-dube
Title
Pres./exec. Direct.
Phone
6177233383
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jessica Rudden-dube
Formed
1976
Legal Domicile
Ma
Voting Board Members
19
Independent Board Members
18
Employees
0

Preparer

Firm
Sullivan and Folan LLC
Address
325 WOOD RD STE 105, BRAINTREE, MA 02184-2413
Preparer
Jeffrey Folan CPA
Phone
7818496060
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Preservation of historically significant properties and the encouragement of additional historically appropriate efforts in neighborhoods and communities through purely private investments.”

Form 990, Part IX, Line 11G

“Management fee 65,714 0 0 lt capital loss on loans 11,014,000 0 0 total 11,079,714 0 0”

Raw XML AppendixShowing 400 of 442 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/Form990PartVIISectionAGrp/TitleTxt0PRES./EXEC.
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IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
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IRS990/PrincipalOfficerNm0JESSICA RUDDEN-DUBE
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IRS990/ProgramServiceRevenueGrp/Desc0ACT LLC ACTIVITY INCOME
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM SERVICE FEE
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt113370
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06160500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt113370
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PRESERVATION OF HISTORICALLY SIGNIFICANT PROPERTIES AND THE ENCOURAGEMENT OF ADDITIONAL HISTORICALLY APPROPRIATE EFFORTS IN NEIGHBORHOODS AND COMMUNITIES THROUGH PURELY PRIVATE INVESTMENTS.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0IN ACT'S ARTICLES OF ORGANIZATION AUTHORIZE IT TO AID ORGANIZATIONS WITH A PURPOSE OF PRESERVING HISTORIC STRUCTURES IN MASSACHUSETTS. PRESERVATION MASS AND ACT HAVE A HISTORY OF COMMON FOUNDERS AND SUPPORTERS; THAT RELATIONSHIP OF A COMMON BOARD AND FINANCIAL SUPPORT HAS EXISTED SINCE THE TWO ORGANIZATION AFFILIATED IN 1992.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 1
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PRESERVATION MASSACHUSETTS
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/TotalBookValueSecuritiesAmt011437413
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRESERVATION OF HISTORICALLY SIGNIFICANT PROPERTIES AND THE ENCOURAGEMENT OF ADDITIONAL HISTORICALLY APPROPRIATE EFFORTS IN NEIGHBORHOODS AND COMMUNITIES THROUGH PURELY PRIVATE INVESTMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR REVIEWS FORM 990 WITH THE AUTHORITY OF THE EXECUTIVE COMMITTEE AND THE FULL CONFIDENCE IN THE ENTITY ASSISTING IN THE PREPARATION OF THE DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS REVIEWS THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ANNUALLY IN ORDER TO ENSURE THAT THE ORGANIZATION'S BOARD OF DIRECTORS, OFFICERS AND EMPLOYEES ARE REGULARLY AND CONSISTENTLY MONITORING AND ENFORCING IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL LEGAL AND FINANCIAL DOCUMENTS ARE RETAINED AT THE ORGANIZATION'S OFFICES AND AVAILABLE FOR ANY BOARD MEMBER, DIRECTOR OR OTHER PERSON MAKING REQUESTS TO SEE AND REVIEW THEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MANAGEMENT FEE 65,714 0 0 LT CAPITAL LOSS ON LOANS 11,014,000 0 0 TOTAL 11,079,714 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0PM 2006 MA HISTORIC TAX CREDIT FUND
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0042614456
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0SEE NOTES
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt034 MAIN ST EXT
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0PLYMOUTH
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd002360
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0PM 2006 MA HISTROICAL TAX CREDIT FUND IS AN LLC CLASSIFIED AS A DISREGARDED ENTITY. THEIR PRIMARY ACTIVITY IS TO ACQUIRE AND DISTRIBUTE HISTORIC TAX CREDITS TO PRESERVATION MASS. ADDITIONALLY, PRESERVATION MASS IS A RELATED TAX EXEMPT ORGANIZATION. THEIR PRIMARY ACTIVITY IS THE PRESERVATION OF CULTURAL AND HISTORIC RESOURCES AND PROPERTIES.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
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