Civic Intelligence

Architectural Conservation Trust Act for Massachusetts Inc.

990 • Fiscal year 2023 • EIN 04-2614456

Oct 01, 2022 to Sep 30, 2023 • Filed on Jun 20, 2024

Organization ProfileWWW.PRESERVATIONMASS.ORG
6 Main Street Extension Ste 613Plymouth, MA 02360

(617) 723-3383

Siviq Scores

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

Liabilities / Assets

8th percentile

0.01x

Higher debt load relative to assets than 8% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

88th percentile

2.95x

Higher debt load relative to revenue than 88% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

88th percentile

36%

Higher net margin than 88% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

6th percentile

$0

Higher top officer pay than 6% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

34th percentile

2.2%

Faster asset growth than 34% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$77,269,531

Up $1,654,980 (+2.2%) from 2022

Net Assets

Up

$76,814,365

Up $1,206,315 (+1.6%) from 2022

Liabilities

Up

$455,166

Up $448,665 (+6901%) from 2022

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin88th percentile

Revenue

Down

$154,035

Down $9,183,417 (-98%) from 2022

Expenses

Down

$98,574

Down $68,564 (-41%) from 2022

Net Income

Down

$55,461

Down $9,114,853 (-99%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2023

Assets$77,269,531
Liabilities$455,166
Net Assets$76,814,365
Open 2023 Filing

Operations Trend

Revenue Growth1st 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

2023

Revenue$154,035
Expenses$98,574
Net Income$55,461
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jun 20, 2024
Return Version
2022v5.0
Gross Receipts
$154,035
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$57,653,506$58,715,841▲ $1,062,335
Investments Other Securities$16,815,413$16,815,413→ $0
Cash and Non-Interest-Bearing Accounts$988,483$839,632▼ $148,851
Investments in Publicly Traded Securities$1,945$126,744▲ $124,799
Accounts Receivable-$16,341-
Total Assets$75,614,551$77,269,531▲ $1,654,980
Other Assets Total$155,204$755,560▲ $600,356
Liabilities
Other Liabilities-$448,664-
Accounts Payable and Accrued Expenses$6,501$6,502▲ $1
Total Liabilities$6,501$455,166▲ $448,665
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$75,608,050$76,486,526▲ $878,476
Net Assets With Donor Restrictions-$327,839-
Total Net Assets Fund Balance$75,608,050$76,814,365▲ $1,206,315
Total Liabilities and Net Assets / Fund Balance$75,614,551$77,269,531▲ $1,654,980

Asset Categories

AssetBook ValueDepreciationBasis
Closely Held Equity Interests$16,815,413--
Compensation and Service Providers
Top Officer Pay6th percentile

Board Members and Trustees

NameTitle
Mary ThompsonChair
Claudia Sauermann WuDirector
Douglas KelleherDirector
Gordan PulsiferDirector
James McdermottDirector
John CornellDirector
John W GahanDirector
Jon RudzinskiDirector
Joshua CohenDirector
Kara AndersonDirector
Karen Mauney-brodeckDirector
Maureen CavanaughDirector
Pamela BaileyDirector
Robert CharestDirector
Ryan LynchDirector
Sarah La CourDirector
Scott WinklerDirector
Wendall KalsowDirector
Daniel KolodnerClerk
Erin MirandaPres./exec.
Jessica Rudden-dubePres./exec.
Nick RattiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$91,068
Investment Income
$62,967
Other Revenue
$0
Change in Net Assets
$55,461
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$98,574
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$98,574--$98,574
Total Functional Expenses$98,574$0$0$98,574
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
Due From Easement Fund$448,664
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
2024-06-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jessica Rudden-dube
Formed
1976
Legal Domicile
Ma
Voting Board Members
21
Independent Board Members
20
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 98,574 0 0”

Form 990, Part XI, Line 9

“Prior period adjustment pertains to the cumulative effects of adjusting journal entries from audits of financial statements for september 2019 through september 2022. The 990s in prior years were prepared and filed prior to financial statement audits.”

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IRS990/MissionDesc0TO PRESERVE HISTORICALLY SIGNIFICANT PROPERTIES AND TO ENCOURAGE ADDITIONAL HISTORICALLY APPROPRIATE EFFORTS IN NEIGHBORHOODS OR COMMUNITIES BY PRIVATE INVESTORS.
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IRS990/PrincipalOfficerNm0JESSICA RUDDEN-DUBE
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IRS990/ProgramServiceRevenueGrp/Desc0FLY CLUB INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt091068
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt091068
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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IRS990/RevenueAmt091068
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0AND 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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IRS990ScheduleD/TotalBookValueSecuritiesAmt016815413
IRS990ScheduleD/TotalLiabilityAmt0448664
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 98,574 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRIOR PERIOD ADJUSTMENT PERTAINS TO THE CUMULATIVE EFFECTS OF ADJUSTING JOURNAL ENTRIES FROM AUDITS OF FINANCIAL STATEMENTS FOR SEPTEMBER 2019 THROUGH SEPTEMBER 2022. THE 990S IN PRIOR YEARS WERE PREPARED AND FILED PRIOR TO FINANCIAL STATEMENT AUDITS.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0PM 2006 MA HISTORIC TAX CREDIT FUND
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IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0SEE NOTES
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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.
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IRS990/TotalLiabilitiesGrp/BOYAmt06501

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,269,531
Liabilities
$455,166
Net assets
$76,814,365
Revenue
$154,035
Expenses
$98,574
Net income
$55,461
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