Civic Intelligence

Thoreau Farm Trust Inc.

990EZ • Fiscal year 2014 • EIN 04-3420325

Jul 01, 2013 to Jun 30, 2014 • Filed on Apr 29, 2015

341 Virginia RdConcord, MA 01742

(978) 451-0300

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

73rd percentile

0.04x

Higher debt load relative to revenue than 73% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

84th percentile

$25,300

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 31.9% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

85th percentile

56%

Faster asset growth than 85% of similar nonprofits.

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

Revenue Growth

61st percentile

8.9%

Faster revenue growth than 61% of similar nonprofits.

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

Assets

Up

$45,900

Up $16,500 (+56%) from 2013

Net Assets

Up

$43,000

Up $21,300 (+98%) from 2013

Liabilities

Down

$2,900

Down $4,800 (-62%) from 2013

Revenue

Up

$79,300

Up $6,500 (+8.9%) from 2013

Expenses

Down

$58,000

Down $7,000 (-11%) from 2013

Net Income

Up

$21,300

Up $13,500 (+173%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $88,100Liabilities 2010: $50,800Net Assets 2010: $37,3002010Assets 2011: $64,500Liabilities 2011: $25,600Net Assets 2011: $38,9002011Assets 2012: $35,700Liabilities 2012: $21,800Net Assets 2012: $13,9002012Assets 2013: $29,400Liabilities 2013: $7,700Net Assets 2013: $21,7002013Assets 2014: $45,900Liabilities 2014: $2,900Net Assets 2014: $43,0002014Assets 2015: $59,600Liabilities 2015: $0Net Assets 2015: $59,6002015Assets 2016: $78,400Liabilities 2016: $0Net Assets 2016: $78,4002016Assets 2017: $127,300Liabilities 2017: $0Net Assets 2017: $127,3002017Assets 2018: $138,300Liabilities 2018: $0Net Assets 2018: $138,3002018Assets 2019: $161,900Liabilities 2019: $0Net Assets 2019: $161,9002019Assets 2020: $187,000Liabilities 2020: $0Net Assets 2020: $187,0002020Assets 2021: $218,100Liabilities 2021: $0Net Assets 2021: $218,1002021Assets 2022: $231,400Liabilities 2022: $0Net Assets 2022: $231,4002022Assets 2023: $216,400Liabilities 2023: $0Net Assets 2023: $216,4002023Assets 2024: $222,900Liabilities 2024: $0Net Assets 2024: $222,9002024Assets 2025: $224,300Net Assets 2025: $224,3002025

Highlighted filing

2014

Assets$45,900
Liabilities$2,900
Net Assets$43,000

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $417,6002010Revenue 2011: $94,500Expenses 2011: $92,900Net Income 2011: $1,6002011Revenue 2012: $71,600Expenses 2012: $96,900Net Income 2012: -$25,3002012Revenue 2013: $72,800Expenses 2013: $65,000Net Income 2013: $7,8002013Revenue 2014: $79,300Expenses 2014: $58,000Net Income 2014: $21,3002014Revenue 2015: $82,100Expenses 2015: $65,500Net Income 2015: $16,6002015Revenue 2016: $61,100Expenses 2016: $42,300Net Income 2016: $18,8002016Revenue 2017: $97,100Expenses 2017: $48,200Net Income 2017: $48,9002017Revenue 2018: $77,000Expenses 2018: $66,000Net Income 2018: $11,0002018Revenue 2019: $88,300Expenses 2019: $64,700Net Income 2019: $23,6002019Revenue 2020: $95,300Expenses 2020: $70,200Net Income 2020: $25,1002020Revenue 2021: $94,100Expenses 2021: $63,000Net Income 2021: $31,1002021Revenue 2022: $74,400Expenses 2022: $61,100Net Income 2022: $13,3002022Revenue 2023: $67,100Expenses 2023: $82,100Net Income 2023: -$15,0002023Revenue 2024: $95,500Expenses 2024: $89,000Net Income 2024: $6,5002024Revenue 2025: $90,400Expenses 2025: $82,200Net Income 2025: $8,2002025

Highlighted filing

2014

Revenue$79,300
Expenses$58,000
Net Income$21,300
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Apr 29, 2015
Return Version
2013v4.0
Gross Receipts
$79,300
Mission and Program Overview

Mission

Operation of the Henry David Thoreau Birthplace

Program Services

DescriptionGrantsExpenses
OPERATION OF THE HENRY DAVID THOREAU BIRTHPLACE HOUSE.-$27,700
EDUCATION PROGRAMS REGARDING HENRY DAVID THOREAU AND THE HOUSE.-$5,100
HISTORIC BUILDING SURVEY-$3,800
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GROHOL NANCYExecutive DirectorFT$25,300-$25,300
MCJENNETT NANCYVice Pres-$0--
EBERLE MOLLYTreasurer-$0--
LIZOTTE KENNETHPresident-$0--
GATES CARLAClerk-$0--
WHEELER JOSEPHDirector-$0--
WALTON RICHARDDirector-$0--
BUELL LAWRENCEDirector-$0--
BOOTH COURTLANDDirector-$0--
DONAHUE BRIANDirector-$0--
BIER DEBBIEDirector-$0--
Filing and Contact Details

Filer

EIN
04-3420325
Phone
9784510300

Signing Officer

Name
Nancy Mcjennett
Title
President
Phone
9784510300
Signed
2015-04-29
Discuss with paid preparer
Yes

Preparer

Preparer
David Asadoorian CPA
Phone
9783712599
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

RENT 26700.

Form 990EZ, Part I, Line 16

Advertising & marketing 1500. Fund raising 2000. Historic building survey 3800. Program expenses 5100. Property insurance 5300. Solar panel project 2800.

Form 990EZ, Part II, Line 26

Notes payable 7700. 2900.

Raw XML Appendix204 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum05085613872
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10341 Virginia Rd
IRS990EZ/BooksInCareOfDetail/USAddress/City0Concord
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode001742
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028300
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1025300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MCJENNETT NANCY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EBERLE MOLLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LIZOTTE KENNETH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GATES CARLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WHEELER JOSEPH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WALTON RICHARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BUELL LAWRENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BOOTH COURTLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DONAHUE BRIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BIER DEBBIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10GROHOL NANCY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Clerk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Executive Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020500
IRS990EZ/OtherRevenueTotalAmt026700
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Operation of the Henry David Thoreau Birthplace
IRS990EZ/PrintingPublicationsPostageAmt04300
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF THE HENRY DAVID THOREAU BIRTHPLACE HOUSE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATION PROGRAMS REGARDING HENRY DAVID THOREAU AND THE HOUSE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2HISTORIC BUILDING SURVEY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027700
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15100
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23800
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt025300
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07700
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02900
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058000
IRS990EZ/TotalProgramServiceExpensesAmt036600
IRS990EZ/TotalRevenueAmt079300
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0Description: Rent
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt12009: 16300.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt22010: 24000.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt32011: 24000.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt42012: 22700.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0Pt II Line 10
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc1Pt II Line 10
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc2Pt II Line 10
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc3Pt II Line 10
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc4Pt II Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt051600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt049200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt046700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt067900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt016700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0232100
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0900
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0900
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02600
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03200
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08600
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt022700
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt024000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt024000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt016300
IRS990ScheduleA/OtherIncome170Grp/TotalAmt087000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70830
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.65610
IRS990ScheduleA/PublicSupportTotal170Amt0232100
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt051600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt049200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt046700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt067900
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt016700
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0232100
IRS990ScheduleA/TotalSupportAmt0327700
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RENT 26700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADVERTISING & MARKETING 1500. FUND RAISING 2000. HISTORIC BUILDING SURVEY 3800. PROGRAM EXPENSES 5100. PROPERTY INSURANCE 5300. SOLAR PANEL PROJECT 2800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NOTES PAYABLE 7700. 2900.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY MCJENNETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09784510300
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10Thoreau Farm Trust Inc
ReturnHeader/Filer/BusinessNameControlTxt0THOR
ReturnHeader/Filer/EIN0043420325
ReturnHeader/Filer/PhoneNum09784510300
ReturnHeader/Filer/USAddress/AddressLine10341 Virginia Rd
ReturnHeader/Filer/USAddress/City0Concord
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001742
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10David Asadoorian CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1067 Peter Spring Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Concord
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode001742
ReturnHeader/PreparerPersonGrp/PhoneNum09783712599
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID ASADOORIAN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-15T05:45:14-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.24$2.24$0.90$0.82$0.08
2024Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.96$0.89$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.67$0.82$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.74$0.61$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.94$0.63$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.95$0.70$0.25
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.88$0.65$0.24
2018Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.77$0.66$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.97$0.48$0.49
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.61$0.42$0.19
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.82$0.66$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.03$0.43$0.79$0.58$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.08$0.22$0.73$0.65$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.22$0.14$0.72$0.97$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.26$0.39$0.95$0.93$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.51$0.37$4.18