Civic Intelligence

Stow Conservation Trust Inc.

990 • Fiscal year 2016 • EIN 04-2625752

Sep 01, 2015 to Aug 31, 2016 • Filed on Jan 12, 2017

PO Box 397Stow, MA 01775

(978) 897-3724

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$2,157,507

Up $313,018 (+17%) from 2015

Net Assets

Up

$2,157,507

Up $313,018 (+17%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses

Revenue

Up

$346,848

Up $261,817 (+308%) from 2015

Expenses

Up

$33,830

Up $11,300 (+50%) from 2015

Net Income

Up

$313,018

Up $250,517 (+401%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,673,461Liabilities 2011: $50,000Net Assets 2011: $1,623,4612011Assets 2012: $1,662,382Liabilities 2012: $0Net Assets 2012: $1,662,3822012Assets 2013: $1,769,166Liabilities 2013: $0Net Assets 2013: $1,769,1662013Assets 2014: $1,781,988Liabilities 2014: $0Net Assets 2014: $1,781,9882014Assets 2015: $1,844,489Liabilities 2015: $0Net Assets 2015: $1,844,4892015Assets 2016: $2,177,681Liabilities 2016: $0Net Assets 2016: $2,177,6812016Assets 2016: $2,157,507Liabilities 2016: $0Net Assets 2016: $2,157,5072016Assets 2017: $2,249,900Liabilities 2017: $0Net Assets 2017: $2,249,9002017Assets 2018: $2,205,435Liabilities 2018: $0Net Assets 2018: $2,205,4352018Assets 2019: $2,263,575Liabilities 2019: $0Net Assets 2019: $2,263,5752019Assets 2020: $2,283,036Liabilities 2020: $0Net Assets 2020: $2,283,0362020Assets 2021: $2,247,536Liabilities 2021: $0Net Assets 2021: $2,247,5362021Assets 2022: $2,269,231Liabilities 2022: $0Net Assets 2022: $2,269,2312022Assets 2023: $2,249,227Liabilities 2023: $0Net Assets 2023: $2,249,2272023Assets 2024: $2,301,729Liabilities 2024: $0Net Assets 2024: $2,301,7292024Assets 2025: $2,320,367Liabilities 2025: $0Net Assets 2025: $2,320,3672025

Highlighted filing

2016

Assets$2,157,507
Liabilities$0
Net Assets$2,157,507

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $32,331Expenses 2011: $9,601Net Income 2011: $22,7302011Expenses 2012: $10,8822012Revenue 2013: $114,321Expenses 2013: $7,537Net Income 2013: $106,7842013Revenue 2014: $32,167Expenses 2014: $19,345Net Income 2014: $12,8222014Revenue 2015: $85,031Expenses 2015: $22,530Net Income 2015: $62,5012015Revenue 2016: $346,848Expenses 2016: $13,656Net Income 2016: $333,1922016Revenue 2016: $346,848Expenses 2016: $33,830Net Income 2016: $313,0182016Revenue 2017: $81,678Expenses 2017: $9,459Net Income 2017: $72,2192017Revenue 2018: $378,628Expenses 2018: $423,093Net Income 2018: -$44,4652018Revenue 2019: $71,810Expenses 2019: $13,670Net Income 2019: $58,1402019Revenue 2020: $29,699Expenses 2020: $10,238Net Income 2020: $19,4612020Revenue 2021: $68,914Expenses 2021: $29,414Net Income 2021: $39,5002021Revenue 2022: $66,190Expenses 2022: $44,495Net Income 2022: $21,6952022Revenue 2023: $87,239Expenses 2023: $107,243Net Income 2023: -$20,0042023Revenue 2024: $65,870Expenses 2024: $13,368Net Income 2024: $52,5022024Revenue 2025: $80,722Expenses 2025: $62,084Net Income 2025: $18,6382025

Highlighted filing

2016

Revenue$346,848
Expenses$33,830
Net Income$313,018
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jan 12, 2017
Return Version
2015v3.0
Gross Receipts
$351,181
Mission and Program Overview

Mission

To advocate for the preservation of open space in stow, massachusetts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,844,489$2,157,507▲ $313,018
Land, Buildings, and Equipment, Net$1,667,390$1,999,690▲ $332,300
Savings and Temporary Cash Investments$131,861$135,198▲ $3,337
Cash and Non-Interest-Bearing Accounts$45,238$22,619▼ $22,619
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,844,489$2,157,507▲ $313,018
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,844,489$2,157,507▲ $313,018
Total Liabilities and Net Assets / Fund Balance$1,844,489$2,157,507▲ $313,018

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,999,690-$1,999,690
Compensation and Service Providers

Board Members and Trustees

NameTitle
John BeuschPresident, Director
Robert WilberVice President, Director
Donald RisingClerk, Secretary, Director
Allan FierceDirector
Carol GumbartDirector
Clif SmithDirector
Janet Kresl MoffatDirector
John SangermanoDirector
Richard PerkinsDirector
Susan CraneDirector
Eve DonahueTreasurer, Director
Revenue and Support

Revenue Composition

Contributions and Grants
$341,248
Program Service Revenue
$0
Investment Income
$1,182
Other Revenue
$4,418
All Other Contributions
$332,413
Change in Net Assets
$313,018

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Qualified Contrib Other2$290,800Stow, Ma Re Assessor
Total Noncash Contributions2$290,800-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,830
Total Fundraising Expense$1,661
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$729$1,661$2,390
Insurance-$2,231-$2,231
Fees for Services Accounting-$1,896-$1,896
Other Expenses$627--$627
All Other Expenses-$350-$350
Advertising-$100-$100
Conferences and Meetings-$25-$25
Total Functional Expenses$26,838$5,331$1,661$33,830
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$8,745
Fundraising Direct Expenses$4,333
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
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, Part VI, Section A, Line 6

The trust is organized as a not-for-profit corporation with members.

Form 990, Part VI, Section A, Line 7A

The members have the right to elect the member of the governing body. The members do not have the right to approve significant decisions of the governing body.

Form 990, Part VI, Section B, Line 11

A draft of form 990 is emailed to the board of directors for final approval prior to filing.

Form 990, Part VI, Section B, Line 12C

Officers and directors are required to sign a conflict of interest disclosure form annually.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request and at its annual meeting which is open to the public.

Filing and Contact Details

Filer

Filer Name
Stow Conservation Trust Inc
EIN
04-2625752
Phone
9788973724
Address
PO BOX 397, STOW, MA 01775

Signing Officer

Name
Eve Donahue
Title
Treasurer
Phone
9788973724
Signed
2017-01-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Beusch
Formed
1978
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Anstiss & Co Pc
Address
1115 WESTFORD STREET, LOWELL, MA 01851
Preparer
Raymond L Anstiss Jr
Phone
9784522500
Supplemental Narrative

Financial Statement Notes

PART II, LINE 9:

The organization does not report its conservation easements in its revenue and expense statement or its balance sheet since they are valued at zero.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT, DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT, DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CLERK, SECRETARY, DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER, DIRECTOR
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt023760
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026041
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt032808
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0505171
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01182
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0663
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0741
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0494
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0279
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03359
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08835
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07662
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt011650
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt029383
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt032004
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt089534
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01182
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0663
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0741
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0494
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0279
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03359
IRS990ScheduleA/InvestmentIncomeCYPct00.00560
IRS990ScheduleA/InvestmentIncomePYPct00.00870
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99440
IRS990ScheduleA/PublicSupportPY509Pct00.99130
IRS990ScheduleA/PublicSupportTotal509Amt0594705
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0350083
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt088976
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt035410
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt055424
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt064812
IRS990ScheduleA/Total509Grp/TotalAmt0594705
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0351265
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt089639
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt036151
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt055918
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt065091
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0598064
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/ExpensesIncurredEnforcementAmt00
IRS990ScheduleD/LandGrp/BookValueAmt01999690
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01999690
IRS990ScheduleD/PreservationOpenSpaceInd0X
IRS990ScheduleD/PreservationPublicUseInd0X
IRS990ScheduleD/ProtectionNaturalHabitatInd0X
IRS990ScheduleD/StaffHoursSpentEnforcementCnt0150.00
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT REPORT ITS CONSERVATION EASEMENTS IN ITS REVENUE AND EXPENSE STATEMENT OR ITS BALANCE SHEET SINCE THEY ARE VALUED AT ZERO.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II, LINE 9:
IRS990ScheduleD/TotalAcreageCnt0212.00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01999690
IRS990ScheduleD/TotalEasementsCnt014
IRS990ScheduleD/WrittenPolicyMonitoringInd01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/Form8283ReceivedCnt01
IRS990ScheduleM/QualifiedContribOtherGrp/ContributionCnt02
IRS990ScheduleM/QualifiedContribOtherGrp/MethodOfDeterminingRevenuesTxt0STOW, MA RE ASSESSOR
IRS990ScheduleM/QualifiedContribOtherGrp/NonCashCheckboxInd0X
IRS990ScheduleM/QualifiedContribOtherGrp/NoncashContributionsRptF990Amt0290800
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RECEIVED 2 CONTRIBUTIONS OF CONSERVATION LAND.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, COLUMN (B):
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION WITH MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS HAVE THE RIGHT TO ELECT THE MEMBER OF THE GOVERNING BODY. THE MEMBERS DO NOT HAVE THE RIGHT TO APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A DRAFT OF FORM 990 IS EMAILED TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND AT ITS ANNUAL MEETING WHICH IS OPEN TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01844489
IRS990/TotalAssetsEOYAmt02157507
IRS990/TotalAssetsGrp/BOYAmt01844489
IRS990/TotalAssetsGrp/EOYAmt02157507
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0341248
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01661
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05331
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt026838
IRS990/TotalFunctionalExpensesGrp/TotalAmt033830
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01844489
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02157507
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt026838
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05600
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0346848
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01844489
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02157507
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0416 TAYLOR ROAD
IRS990/USAddress/CityNm0STOW
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001775
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.08$0.06$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.07$0.01$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.09$0.11$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.07$0.04$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.00$2.25$0.07$0.03$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.03$0.01$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.07$0.01$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.38$0.42$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.08$0.01$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.35$0.01$0.33
2016Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.35$0.03$0.31
2015Summary only. Only limited summary data is available for this year.$1.84$0.00$1.84$0.09$0.02$0.06
2014Summary only. Only limited summary data is available for this year.$1.78$0.00$1.78$0.03$0.02$0.01
2013Summary only. Only limited summary data is available for this year.$1.77$0.00$1.77$0.11$0.01$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.00$1.66$0.01
2011Summary only. Only limited summary data is available for this year.$1.67$0.05$1.62$0.03$0.01$0.02