Civic Intelligence

Nantucket Preservation Trust Inc.

990 • Fiscal year 2018 • EIN 04-3394648

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 10, 2019

Organization ProfileNANTUCKETPRESERVATION.ORG

View Organization Page

11 Centre Street PO Box 158Nantucket, MA 02554

(508) 228-1387

Siviq Scores

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

Liabilities / Assets

59th percentile

0.07x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

69th percentile

0.12x

Higher debt load relative to revenue than 69% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

25th percentile

-6.6%

Higher net margin than 25% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

23rd percentile

-6.9%

Faster asset growth than 23% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

22nd percentile

-11%

Faster revenue growth than 22% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$923,213

Down $68,109 (-6.9%) from 2017

Net Assets

Down

$857,245

Down $73,790 (-7.9%) from 2017

Liabilities

Up

$65,968

Up $5,681 (+9.4%) from 2017

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin25th percentile

Revenue

Down

$533,558

Down $68,444 (-11%) from 2017

Expenses

Up

$568,897

Up $47,000 (+9.0%) from 2017

Net Income

Down

-$35,339

Down $115,444 (-144%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $165,801Liabilities 2010: $39,353Net Assets 2010: $126,4482010Assets 2011: $207,202Liabilities 2011: $29,072Net Assets 2011: $178,1302011Assets 2012: $454,814Liabilities 2012: $19,070Net Assets 2012: $435,7442012Assets 2013: $713,021Liabilities 2013: $37,332Net Assets 2013: $675,6892013Assets 2014: $870,371Liabilities 2014: $45,172Net Assets 2014: $825,1992014Assets 2015: $812,727Liabilities 2015: $52,863Net Assets 2015: $759,8642015Assets 2016: $977,928Liabilities 2016: $167,113Net Assets 2016: $810,8152016Assets 2017: $991,322Liabilities 2017: $60,287Net Assets 2017: $931,0352017Assets 2018: $923,213Liabilities 2018: $65,968Net Assets 2018: $857,2452018Assets 2019: $878,401Liabilities 2019: $23,112Net Assets 2019: $855,2892019Assets 2020: $1,030,949Liabilities 2020: $49,578Net Assets 2020: $981,3712020Assets 2021: $1,172,061Liabilities 2021: $112,452Net Assets 2021: $1,059,6092021Assets 2022: $1,065,419Liabilities 2022: $79,253Net Assets 2022: $986,1662022Assets 2023: $1,222,175Liabilities 2023: $154,328Net Assets 2023: $1,067,8472023Assets 2024: $1,868,447Liabilities 2024: $148,049Net Assets 2024: $1,720,3982024

Highlighted filing

2018

Assets$923,213
Liabilities$65,968
Net Assets$857,245
Open 2018 Filing

Operations Trend

Revenue Growth22nd percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $389,6762010Expenses 2011: $379,6172011Revenue 2012: $569,025Expenses 2012: $317,547Net Income 2012: $251,4782012Revenue 2013: $562,144Expenses 2013: $339,901Net Income 2013: $222,2432013Revenue 2014: $540,342Expenses 2014: $361,886Net Income 2014: $178,4562014Revenue 2015: $387,066Expenses 2015: $415,369Net Income 2015: -$28,3032015Revenue 2016: $449,818Expenses 2016: $420,588Net Income 2016: $29,2302016Revenue 2017: $602,002Expenses 2017: $521,897Net Income 2017: $80,1052017Revenue 2018: $533,558Expenses 2018: $568,897Net Income 2018: -$35,3392018Revenue 2019: $575,482Expenses 2019: $648,821Net Income 2019: -$73,3392019Revenue 2020: $689,216Expenses 2020: $488,036Net Income 2020: $201,1802020Revenue 2021: $544,862Expenses 2021: $518,403Net Income 2021: $26,4592021Revenue 2022: $572,664Expenses 2022: $541,326Net Income 2022: $31,3382022Revenue 2023: $562,659Expenses 2023: $549,056Net Income 2023: $13,6032023Revenue 2024: $1,103,549Expenses 2024: $541,624Net Income 2024: $561,9252024

Highlighted filing

2018

Revenue$533,558
Expenses$568,897
Net Income-$35,339
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 10, 2019
Return Version
2018v3.1
Gross Receipts
$625,966
Mission and Program Overview

Mission

To educate and encourage property owners as to what is possible to preserve and protect the historical elements of their properties and to raise awareness of the community about the value of and need for historic architectural preservation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$700,348$675,198▼ $25,150
Savings and Temporary Cash Investments$229,559$183,412▼ $46,147
Land, Buildings, and Equipment, Net$41,840$38,444▼ $3,396
Prepaid Expenses and Deferred Charges$16,838$17,604▲ $766
Accounts Receivable$0$6,704▲ $6,704
Inventories for Sale or Use$2,621$1,845▼ $776
Cash and Non-Interest-Bearing Accounts$116$6▼ $110
Total Assets$991,322$923,213▼ $68,109
Liabilities
Deferred Revenue$41,671$45,932▲ $4,261
Accounts Payable and Accrued Expenses$18,616$20,036▲ $1,420
Total Liabilities$60,287$65,968▲ $5,681
Net Assets / Fund Balance
Temporarily Rstr Net Assets$473,530$512,940▲ $39,410
Unrestricted Net Assets$457,505$344,305▼ $113,200
Total Net Assets Fund Balance$931,035$857,245▼ $73,790
Total Liabilities and Net Assets / Fund Balance$991,322$923,213▼ $68,109

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$38,444$37,490$75,934
Other Securities$675,198--
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Kenneth BeaugrandChairman
David Sj BrownPresident
Anne TroutmanVice President
Craig MuhlhauserVice President
Alison PottsBoard Member
Andrew ForsythBoard Member
Angus MacleodBoard Member
Bernadette MeyerBoard Member
Caroline EllisBoard Member
Cathy WardBoard Member
Chris HoffmanBoard Member
Deborah TreyzBoard Member
Dennis PerryBoard Member
Mark GodfreyBoard Member
Mary-adair MacaireBoard Member
Mary-randolph BallingerBoard Member
Michael EricksenBoard Member
Michael KovnerBoard Member
Michelle ElzayBoard Member
Mickey RowlandBoard Member
Thomas Maxwell MundyBoard Member
Barbara HalstedSecretary
Alan ForsterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$348,766
Program Service Revenue
$83,843
Investment Income
$25,654
Other Revenue
$75,295
All Other Contributions
$348,766
Change in Net Assets
$-35,339

Audited Revenue Reconciliation

Revenue per Audited Statements
$533,558
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-38,451
Total Revenue per Audited Statements
$495,107
Total Revenue per Form 990
$533,558
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$350,783
Other Expenses$218,114
Total Fundraising Expense$160,393
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$160,832$15,862$114,984$291,678
Other Employee Benefits$19,882$1,961$14,214$36,057
Payroll Taxes$12,709$1,253$9,086$23,048
Occupancy$11,020$5,511$5,508$22,039
All Other Expenses$4,138$15,479$1,583$21,200
Fees for Services Other$4,714$16,145-$20,859
Office Expenses$9,105$4,552$4,552$18,209
Other Expenses$14,219$10,772$6,614$14,219
Depreciation Depletion-$8,234-$8,234
Advertising$3,852-$3,852$7,704
Fees for Services Accounting-$7,425-$7,425
Insurance-$5,814-$5,814
Travel-$594-$594
Total Functional Expenses$314,902$93,602$160,393$568,897

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$568,897
Total Expenses per Audited Statements$568,897
Total Expenses per Form 990$568,897
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$147,608
Fundraising Direct Expenses$91,632
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
August Fete$144,228$144,228$39,503$104,725
Total Events$147,608$147,608$91,632$55,976
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
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
Yes
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 B, Line 11B

“The president & treasurer review the 990 for accuracy prior to submission.”

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

“Annual review with officers and directors.”

Form 990, Part VI, Section B, Line 15A

“Committee used experience level and knowledge of comparable non-profits in the area to determine the salary for executive director.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Nantucket Preservation Trust Inc
EIN
04-3394648
Phone
5082281387
Address
11 CENTRE STREET PO BOX 158, NANTUCKET, MA 02554

Signing Officer

Name
Alan Forster
Title
Treasurer
Phone
5082281387
Signed
2019-07-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan Forster
Formed
1997
Legal Domicile
Ma
Voting Board Members
23
Independent Board Members
23
Employees
4
Volunteers
50

Preparer

Firm
Burke & Lamb Pc
Address
300 UNION ST, NEW BEDFORD, MA 02740
Preparer
Alan R Riendeau
Phone
5089844800
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No change from prior year”

Financial Statement Notes

Part 2, Line 9

“The costs of obtaining preservation easements are recorded as a program expense in the statement of activities.”

Raw XML AppendixShowing 400 of 583 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt018616
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt020036
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt06704
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO EDUCATE AND ENCOURAGE PROPERTY OWNERS AS TO WHAT IS POSSIBLE TO PRESERVE AND PROTECT THE HISTORICAL ELEMENTS OF THEIR PROPERTIES AND TO RAISE AWARENESS OF THE COMMUNITY ABOUT THE VALUE OF AND NEED FOR HISTORIC ARCHITECTURAL PRESERVATION.
IRS990/AdvertisingGrp/FundraisingAmt03852
IRS990/AdvertisingGrp/ProgramServicesAmt03852
IRS990/AdvertisingGrp/TotalAmt07704
IRS990/AllOtherContributionsAmt0348766
IRS990/AllOtherExpensesGrp/FundraisingAmt01583
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt015479
IRS990/AllOtherExpensesGrp/ProgramServicesAmt04138
IRS990/AllOtherExpensesGrp/TotalAmt021200
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MICHAEL MAY
IRS990/BooksInCareOfDetail/PhoneNum05082281387
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt011 CENTRE STREET PO BOX 158
IRS990/BooksInCareOfDetail/USAddress/CityNm0NANTUCKET
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002554
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0116
IRS990/CashNonInterestBearingGrp/EOYAmt06
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd01
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt0776
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0348766
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt025654
IRS990/CYOtherExpensesAmt0218114
IRS990/CYOtherRevenueAmt075295
IRS990/CYProgramServiceRevenueAmt083843
IRS990/CYRevenuesLessExpensesAmt0-35339
IRS990/CYSalariesCompEmpBnftPaidAmt0350783
IRS990/CYTotalExpensesAmt0568897
IRS990/CYTotalFundraisingExpenseAmt0160393
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0533558
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt041671
IRS990/DeferredRevenueGrp/EOYAmt045932
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt08234
IRS990/DepreciationDepletionGrp/TotalAmt08234
IRS990/Desc0THE ORGANIZATION ENCOURAGES COMMUNITY ACTION AND SUPPORT BY PUBLISHING NEWSLETTERS AND BY MAINTAINING A WEB SITE. THE ORGANIZATION ALSO OBTAINS PRESERVATION EASEMENTS AND IS INVOLVED WITH WALKING TOURS OF NANTUCKET AND OTHER EDUCATIONAL PROJECTS. THEY ALSO CONDUCT VARIOUS HISTORICAL RESEARCH PROJECTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0314902
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07425
IRS990/FeesForServicesAccountingGrp/TotalAmt07425
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt016145
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt04714
IRS990/FeesForServicesOtherGrp/TotalAmt020859
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/PersonNm0KENNETH BEAUGRAND
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID SJ BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm2CRAIG MUHLHAUSER
IRS990/Form990PartVIISectionAGrp/PersonNm3ANNE TROUTMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4ALAN FORSTER
IRS990/Form990PartVIISectionAGrp/PersonNm5BARBARA HALSTED
IRS990/Form990PartVIISectionAGrp/PersonNm6THOMAS MAXWELL MUNDY
IRS990/Form990PartVIISectionAGrp/PersonNm7DENNIS PERRY
IRS990/Form990PartVIISectionAGrp/PersonNm8MARK GODFREY
IRS990/Form990PartVIISectionAGrp/PersonNm9MICHELLE ELZAY
IRS990/Form990PartVIISectionAGrp/PersonNm10MICHAEL ERICKSEN
IRS990/Form990PartVIISectionAGrp/PersonNm11ANDREW FORSYTH
IRS990/Form990PartVIISectionAGrp/PersonNm12CAROLINE ELLIS
IRS990/Form990PartVIISectionAGrp/PersonNm13MARY-ADAIR MACAIRE
IRS990/Form990PartVIISectionAGrp/PersonNm14ANGUS MACLEOD
IRS990/Form990PartVIISectionAGrp/PersonNm15CHRIS HOFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm16MICHAEL KOVNER
IRS990/Form990PartVIISectionAGrp/PersonNm17MICKEY ROWLAND
IRS990/Form990PartVIISectionAGrp/PersonNm18BERNADETTE MEYER
IRS990/Form990PartVIISectionAGrp/PersonNm19DEBORAH TREYZ
IRS990/Form990PartVIISectionAGrp/PersonNm20MARY-RANDOLPH BALLINGER
IRS990/Form990PartVIISectionAGrp/PersonNm21CATHY WARD
IRS990/Form990PartVIISectionAGrp/PersonNm22ALISON POTTS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt091632
IRS990/FundraisingGrossIncomeAmt0147608
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0625966
IRS990/GrossSalesOfInventoryAmt020095
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt05814
IRS990/InsuranceGrp/TotalAmt05814
IRS990/InventoriesForSaleOrUseGrp/BOYAmt02621
IRS990/InventoriesForSaleOrUseGrp/EOYAmt01845
IRS990/InvestmentIncomeGrp/ExclusionAmt025654
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt025654
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0700348
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0675198
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt037490
IRS990/LandBldgEquipBasisNetGrp/BOYAmt041840
IRS990/LandBldgEquipBasisNetGrp/EOYAmt038444
IRS990/LandBldgEquipCostOrOtherBssAmt075934
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO EDUCATE AND ENCOURAGE PROPERTY OWNERS AS TO WHAT IS POSSIBLE TO PRESERVE AND PROTECT THE HISTORICAL ELEMENTS OF THEIR PROPERTIES AND TO RAISE AWARENESS OF THE COMMUNITY ABOUT THE VALUE OF AND NEED FOR HISTORIC ARCHITECTURAL PRESERVATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0931035
IRS990/NetAssetsOrFundBalancesEOYAmt0857245
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt055976
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt055976
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt019319
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt019319
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-38451
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt05508
IRS990/OccupancyGrp/ManagementAndGeneralAmt05511
IRS990/OccupancyGrp/ProgramServicesAmt011020
IRS990/OccupancyGrp/TotalAmt022039
IRS990/OfficeExpensesGrp/FundraisingAmt04552
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04552
IRS990/OfficeExpensesGrp/ProgramServicesAmt09105
IRS990/OfficeExpensesGrp/TotalAmt018209
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt014214
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01961
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt019882
IRS990/OtherEmployeeBenefitsGrp/TotalAmt036057
IRS990/OtherExpensesGrp/Desc0EVENTS
IRS990/OtherExpensesGrp/Desc1HOUSE HISTORY EXPENSE
IRS990/OtherExpensesGrp/Desc2EASEMENTS
IRS990/OtherExpensesGrp/Desc3PRINTING, REPRODUCTION
IRS990/OtherExpensesGrp/FundraisingAmt06614
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010772
IRS990/OtherExpensesGrp/ProgramServicesAmt041566
IRS990/OtherExpensesGrp/ProgramServicesAmt118593
IRS990/OtherExpensesGrp/ProgramServicesAmt214272
IRS990/OtherExpensesGrp/ProgramServicesAmt314219
IRS990/OtherExpensesGrp/TotalAmt058952
IRS990/OtherExpensesGrp/TotalAmt118593
IRS990/OtherExpensesGrp/TotalAmt214272
IRS990/OtherExpensesGrp/TotalAmt314219
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0114984
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt015862
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0160832
IRS990/OtherSalariesAndWagesGrp/TotalAmt0291678
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09086
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01253
IRS990/PayrollTaxesGrp/ProgramServicesAmt012709
IRS990/PayrollTaxesGrp/TotalAmt023048
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016838
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017604
IRS990/PrincipalOfficerNm0ALAN FORSTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATIONAL,HISTORY PR
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt083843
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt083843
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0332489
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt017334
IRS990/PYOtherExpensesAmt0298635
IRS990/PYOtherRevenueAmt077927
IRS990/PYProgramServiceRevenueAmt0174252
IRS990/PYRevenuesLessExpensesAmt080105
IRS990/PYSalariesCompEmpBnftPaidAmt0223262
IRS990/PYTotalExpensesAmt0521897
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0602002
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-35339
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0103162
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0229559
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0183412
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0348766
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0332489
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0270798
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0202824
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0337273
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01492150
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt025654
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt017334
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt014881
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt015694
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt021120
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt094683
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0251546
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0326313
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0259275

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$923,213
Liabilities
$65,968
Net assets
$857,245
Revenue
$533,558
Expenses
$568,897
Net income
-$35,339
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.87$0.15$1.72$1.10$0.54$0.56
2023Detailed filing. Detailed filing data is available for this year.$1.22$0.15$1.07$0.56$0.55$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.07$0.08$0.99$0.57$0.54$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.17$0.11$1.06$0.54$0.52$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.05$0.98$0.69$0.49$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.02$0.86$0.58$0.65$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.07$0.86$0.53$0.57$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.06$0.93$0.60$0.52$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.17$0.81$0.45$0.42$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.05$0.76$0.39$0.42$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.87$0.05$0.83$0.54$0.36$0.18
2013Detailed filing. Detailed filing data is available for this year.$0.71$0.04$0.68$0.56$0.34$0.22
2012Summary only. Only limited summary data is available for this year.$0.45$0.02$0.44$0.57$0.32$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.03$0.18$0.38
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.04$0.13$0.39
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $500k-$1M nonprofits