Civic Intelligence

Architectural Conservation Trust Act for Massachusetts Inc.

990 • Fiscal year 2016 • EIN 04-2614456

Oct 01, 2015 to Sep 30, 2016 • Filed on Jan 31, 2017

Organization ProfileN/A
45 School Street No 401Boston, MA 02108

(617) 723-3383

Siviq Scores

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

Liabilities / Assets

48th percentile

0.03x

Higher debt load relative to assets than 48% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

59th percentile

0.07x

Higher debt load relative to revenue than 59% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

69th percentile

12%

Higher net margin than 69% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

66th percentile

8.0%

Faster asset growth than 66% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

147%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$682,859

Up $50,292 (+8.0%) from 2015

Net Assets

Up

$660,303

Up $49,030 (+8.0%) from 2015

Liabilities

Up

$22,556

Up $1,262 (+5.9%) from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin69th percentile

Revenue

Up

$313,885

Up $186,930 (+147%) from 2015

Expenses

Up

$277,483

Up $81,745 (+42%) from 2015

Net Income

Up

$36,402

Up $105,185 (+153%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2016

Assets$682,859
Liabilities$22,556
Net Assets$660,303
Open 2016 Filing

Operations Trend

Revenue Growth96th 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

2016

Revenue$313,885
Expenses$277,483
Net Income$36,402
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Jan 31, 2017
Return Version
2015v3.0
Gross Receipts
$313,885
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$290,458$233,505▼ $56,953
Cash and Non-Interest-Bearing Accounts$209,243$191,492▼ $17,751
Other Notes and Loans Receivable, Net$20,000$75,000▲ $55,000
Accounts Receivable$624$4,480▲ $3,856
Total Assets$632,567$682,859▲ $50,292
Other Assets Total$112,242$178,382▲ $66,140
Liabilities
Mortgage Notes Payable Secured by Investment Property$14,794$16,056▲ $1,262
Accounts Payable and Accrued Expenses$6,500$6,500→ $0
Total Liabilities$21,294$22,556▲ $1,262
Net Assets / Fund Balance
Temporarily Rstr Net Assets$270,864$343,624▲ $72,760
Unrestricted Net Assets$340,409$316,679▼ $23,730
Total Net Assets Fund Balance$611,273$660,303▲ $49,030
Total Liabilities and Net Assets / Fund Balance$632,567$682,859▲ $50,292

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$178,382--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeOtherTotal
James W IgoePresident and Executive DirectorFT$114,894$114,894

Board Members and Trustees

NameTitle
Michael H RosenbergChair
Kara AndersonVice-chair
Antonia PollakDirector
Claudia Sauermann WuDirector
Douglas KelleherDirector
Ellen LipseyDirector
Gordan PulsiferDirector
James E MccdermottDirector
John CornellDirector
John MackayDirector
John W GahanDirector
Jon RudzinskiDirector
Lisa HoweDirector
Mary ThompsonDirector
Mercedes FarrandoDirector
Nick RattiDirector
Rita WalshDirector
Robert CharestDirector
Ryan LynchDirector
Stephen WesslingDirector
Todd MccabeDirector
Wendall KalsowDirector
Daniel KolodnerClerk
Pamela BaileyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$65,000
Program Service Revenue
$248,339
Investment Income
$546
Other Revenue
$0
All Other Contributions
$65,000
Change in Net Assets
$36,402

Audited Revenue Reconciliation

Revenue per Audited Statements
$313,885
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$12,628
Total Revenue per Audited Statements
$326,513
Total Revenue per Form 990
$313,885
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$277,483
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 Legal$5,525$215-$5,740
Interest-$1,262-$1,262
Other Expenses$6,725$489-$489
Total Functional Expenses$274,947$2,536$0$277,483

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$277,483
Total Expenses per Audited Statements$277,483
Total Expenses per Form 990$277,483
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

Filer Name
Architectural Conservation Trust for
EIN
04-2614456
Phone
6177233383
Address
45 SCHOOL STREET NO 401, BOSTON, MA 02108

Signing Officer

Name
James W Igoe
Title
President/exec Director
Phone
6177233383
Signed
2017-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James W Igoe
Formed
1976
Legal Domicile
Ma
Voting Board Members
25
Independent Board Members
24
Employees
0
Volunteers
0

Preparer

Firm
Bollus Lynch Llp
Address
89 SHREWSBURY STREET, WORCESTER, MA 01604
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.”

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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/TitleTxt1VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT AND EXECUTIVE DIRECTOR
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/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
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IRS990/FormationYr01976
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0313885
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt024
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
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IRS990/InterestGrp/ManagementAndGeneralAmt01262
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IRS990/MembersOrStockholdersInd00
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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
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IRS990/NetAssetsOrFundBalancesEOYAmt0660303
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt012628
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc1FLY CLUB EXPENSE
IRS990/OtherExpensesGrp/Desc2ANNUAL REPORT
IRS990/OtherExpensesGrp/Desc3SERVICE CHARGES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1489
IRS990/OtherExpensesGrp/ProgramServicesAmt0262697
IRS990/OtherExpensesGrp/ProgramServicesAmt16725
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IRS990/OtherExpensesGrp/TotalAmt16725
IRS990/OtherExpensesGrp/TotalAmt2570
IRS990/OtherExpensesGrp/TotalAmt3489
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt020000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt075000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JAMES W IGOE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0ACT LLC INCOME
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0244482
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13857
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0244482
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13857
IRS990/ProgSrvcAccomActy2Grp/Desc0LOAN FUNDING PROGRAM - MAKING 6% LOANS AVAILABLE TO ORGANIZATIONS FOR PROJECTS RESTORING HISTORIC BUILDINGS LISTED ON THE NATIONAL REGISTER IN MASSACHUSETTS
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IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt0195738
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt036623
IRS990/PYRevenuesLessExpensesAmt0-68783
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0195738
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0126955
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION IS CONTROLLED BY PRESERVATION MASS THROUGH COMMON BOARD MEMBERS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SECTION A,, LINE 1
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0269197
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PRESERVATION MASS
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IRS990ScheduleA/SupportSumAmt0269197
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IRS990/ScheduleBRequiredInd01

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$682,859
Liabilities
$22,556
Net assets
$660,303
Revenue
$313,885
Expenses
$277,483
Net income
$36,402
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