Civic Intelligence

Architectural Conservation Trust Act for Massachusetts Inc.

990 • Fiscal year 2014 • EIN 04-2614456

Oct 01, 2013 to Sep 30, 2014 • Filed on Jul 22, 2015

Organization ProfileN/A
45 School StreetPlymouth, MA 02108

(617) 723-3383

Siviq Scores

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

Liabilities / Assets

47th percentile

0.04x

Higher debt load relative to assets than 47% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

53rd percentile

0.05x

Higher debt load relative to revenue than 53% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

90th percentile

$110,396

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 23.4% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

80th percentile

22%

Faster asset growth than 80% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

99th percentile

597%

Faster revenue growth than 99% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$722,360

Up $132,122 (+22%) from 2013

Net Assets

Up

$696,983

Up $158,843 (+30%) from 2013

Liabilities

Down

$25,377

Down $26,721 (-51%) from 2013

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin84th percentile

Revenue

Up

$471,869

Up $404,204 (+597%) from 2013

Expenses

Up

$333,434

Up $127,942 (+62%) from 2013

Net Income

Up

$138,435

Up $276,262 (+200%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$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

2014

Assets$722,360
Liabilities$25,377
Net Assets$696,983
Open 2014 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$471,869
Expenses$333,434
Net Income$138,435
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Jul 22, 2015
Return Version
2013v4.0
Gross Receipts
$550,394
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
Investments in Publicly Traded Securities$385,689$329,599▼ $56,090
Cash and Non-Interest-Bearing Accounts$100,179$287,905▲ $187,726
Total Assets$590,238$722,360▲ $132,122
Other Assets Total$104,370$104,856▲ $486
Liabilities
Mortgage Notes Payable Secured by Investment Property$45,598$13,638▼ $31,960
Accounts Payable and Accrued Expenses$6,500$11,739▲ $5,239
Total Liabilities$52,098$25,377▼ $26,721
Net Assets / Fund Balance
Unrestricted Net Assets$362,439$474,033▲ $111,594
Temporarily Rstr Net Assets$175,701$222,950▲ $47,249
Total Net Assets Fund Balance$538,140$696,983▲ $158,843
Total Liabilities and Net Assets / Fund Balance$590,238$722,360▲ $132,122

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$104,856--
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeOtherTotal
James W IgoePresident/exec DirectorFT$110,396$110,396

Board Members and Trustees

NameTitle
Pamela BaileyChair
Jason KorbVice-chair
Antonia PollakDirector
Claudia Sauermann WuDirector
Daniel BenoitDirector
Douglas KelleherDirector
Gordon PulsiferDirector
Jack HodgkinsDirector
James E McdermottDirector
John CornellDirector
John GahanDirector
John MackeyDirector
Jon RudzinskiDirector
Michael RosenbergDirector
Rita WalshDirector
Stephen WesslingDirector
Stuart GregermanDirector
Todd MccabeDirector
Wendall KalsowDirector
Daniel KolodnerClerk
Kara AndersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$78,000
Program Service Revenue
$392,000
Investment Income
$1,869
Other Revenue
$0
All Other Contributions
$78,000
Change in Net Assets
$138,435

Audited Revenue Reconciliation

Revenue per Audited Statements
$471,869
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$20,408
Total Revenue per Audited Statements
$492,277
Total Revenue per Form 990
$471,869
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$333,434
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
Other Expenses$27,904$2,850-$2,850
Office Expenses-$1,719-$1,719
Interest-$1,253-$1,253
All Other Expenses-$243-$243
Total Functional Expenses$308,904$24,530$0$333,434

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$333,434
Total Expenses per Audited Statements$333,434
Total Expenses per Form 990$333,434
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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 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

Governance Explanations

Form 990, Part VI, Section B, Line 11

“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, Part VI, Section B, 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, Part VI, Section C, 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

EIN
04-2614456
Phone
6177233383

Signing Officer

Name
James W Igoe
Title
President/exec Director
Phone
6177233383
Signed
2015-07-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James W Igoe
Formed
1976
Legal Domicile
Ma
Voting Board Members
22
Independent Board Members
21
Employees
0
Volunteers
0

Preparer

Preparer
Barbara E King
Phone
5087557107
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Management annually reviews for uncertain tax positions along with any related interest and penalties and believes that the society has no uncertain tax positions that would have a material adverse effect, individually or in the aggregate upon the organization's statements of financial position, or the related statements of activities, or cash flows.”

Raw XML AppendixShowing 400 of 509 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/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt19TREASURER
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt01253
IRS990/InterestGrp/TotalAmt01253
IRS990/InvestmentIncomeGrp/ExclusionAmt02065
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02065
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0385689
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0329599
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt078525
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PRESERVE HISTORICALLY SIGNIFICANT PROPERTIES AND TO ENCOURAGE ADDITIONAL HISTORICALLY APPROPRIATE EFFORTS IN NEIGHBORHOODS OR COMMUNITIES BY PRIVATE INVESTORS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt045598
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt013638
IRS990/NetAssetsOrFundBalancesBOYAmt0538140
IRS990/NetAssetsOrFundBalancesEOYAmt0696983
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-196
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-196
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt020408
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01719
IRS990/OfficeExpensesGrp/TotalAmt01719
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0104370
IRS990/OtherAssetsTotalGrp/EOYAmt0104856
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc1FLY CLUB EXPENSE
IRS990/OtherExpensesGrp/Desc2REVOLVING LOAN FUND EXP
IRS990/OtherExpensesGrp/Desc3EASEMENT REVIEW EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018465
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12850
IRS990/OtherExpensesGrp/ProgramServicesAmt0281000
IRS990/OtherExpensesGrp/ProgramServicesAmt127904
IRS990/OtherExpensesGrp/TotalAmt0281000
IRS990/OtherExpensesGrp/TotalAmt127904
IRS990/OtherExpensesGrp/TotalAmt218465
IRS990/OtherExpensesGrp/TotalAmt32850
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JAMES W IGOE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0ACT LLC INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0392000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0392000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt012750
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-85
IRS990/PYOtherExpensesAmt0205492
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt055000
IRS990/PYRevenuesLessExpensesAmt0-137827
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0205492
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt067665
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0138435
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0392000
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0222627697
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0501 (C) 3
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0281000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10PRESERVATION MASS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0281000
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/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0333434
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt020408
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0104856
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM AFFILIATE
IRS990ScheduleD/RevenueNotReportedAmt020408
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0471869
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT ANNUALLY REVIEWS FOR UNCERTAIN TAX POSITIONS ALONG WITH ANY RELATED INTEREST AND PENALTIES AND BELIEVES THAT THE SOCIETY HAS NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL ADVERSE EFFECT, INDIVIDUALLY OR IN THE AGGREGATE UPON THE ORGANIZATION'S STATEMENTS OF FINANCIAL POSITION, OR THE RELATED STATEMENTS OF ACTIVITIES, OR CASH FLOWS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0104856
IRS990ScheduleD/TotalExpensesPerForm990Amt0333434
IRS990ScheduleD/TotalRevenuePerForm990Amt0471869
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0492277
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0333434
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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/ExplanationTxt1THE 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/ExplanationTxt2ALL 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/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine10PM 2006 MA HISTORIC TAX CREDIT FUND LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0042614456
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0TO ACQUIRE AND DISTRIBUTE HISTORIC TAX CREDITS TO PRESERVATION MA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1045 SCHOOL STREET
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/City0BOSTON
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/State0MA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCode002108
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10PRESERVATION MASS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0222627697
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (C) (3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PRESERVATON OF CULTURAL & HISTORIC RESOURCES AND PROPERTIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 9

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$722,360
Liabilities
$25,377
Net assets
$696,983
Revenue
$471,869
Expenses
$333,434
Net income
$138,435
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