Liabilities / Assets
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
70th percentile
Higher net margin than 70% of similar nonprofits.
Top Officer Pay
83rd percentile
Higher top officer pay than 83% of similar nonprofits.
Top officer pay equals 25.8% of source-year revenue.
Asset Growth
61st percentile
Faster asset growth than 61% of similar nonprofits.
Revenue Growth
23rd percentile
Faster revenue growth than 23% of similar nonprofits.
Assets
Up$138,300
Up $11,000 (+8.6%) from 2017
Net Assets
Up$138,300
Up $11,000 (+8.6%) from 2017
Liabilities
Flat$0
Flat from 2017
Revenue
Down$77,000
Down $20,100 (-21%) from 2017
Expenses
Up$66,000
Up $17,800 (+37%) from 2017
Net Income
Down$11,000
Down $37,900 (-78%) from 2017
Operation of the Henry David Thoreau Birthplace
| Description | Grants | Expenses |
|---|---|---|
| OPERATION OF THE HENRY DAVID THOREAU BIRTHPLACE HOUSE. | - | $49,400 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CARROLL-BERGMAN MARGARET | Executive Director | FT | $19,900 | - | $19,900 |
| LIZOTTE KENNETH | President | - | $0 | - | - |
| EBERLE MOLLY | Treasurer | - | $0 | - | - |
| MCJENNETT NANCY | Clerk | - | $0 | - | - |
| ALDEN PETER | Director | - | $0 | - | - |
| BIER DEBBIE | Director | - | $0 | - | - |
| BUELL LAWRENCE | Director | - | $0 | - | - |
| BOOTH COURTLAND | Director | - | $0 | - | - |
| MAGUIRE JOHN | Director | - | $0 | - | - |
| WHEELER JOSEPH | Director | - | $0 | - | - |
“Rent 31300.”
“Advertising & Marketing 1000.”
“Fund Raising 4300.”
“Historic Building Operations 15100.”
“Other 3500.”
“Other Program Expenses 11200.”
“Property Insurance 6200.”
“Notes Payable”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | MARGARET CAROLL-BERGMAN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9784510300 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 341 Virginia Rd |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Concord |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 01742 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 127300 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 138300 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 34100 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 11000 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 21000 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 127300 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 138300 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GamingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 77000 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 3700 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 127300 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 138300 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 127300 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 138300 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 35.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 19900 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | LIZOTTE KENNETH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | EBERLE MOLLY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MCJENNETT NANCY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | CARROLL-BERGMAN MARGARET |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | ALDEN PETER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | BIER DEBBIE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | BUELL LAWRENCE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | BOOTH COURTLAND |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | MAGUIRE JOHN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | WHEELER JOSEPH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Clerk |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Executive Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 41300 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 31300 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Operation of the Henry David Thoreau Birthplace |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 3700 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 7900 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | OPERATION OF THE HENRY DAVID THOREAU BIRTHPLACE HOUSE. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 49400 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 66000 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 49400 |
| IRS990EZ/TotalRevenueAmt | 0 | 77000 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | thoreaufarm.org |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | Other Income Part II, Line 10 Description: Rent 2013: 22900. 2014: 22900. 2015: 25900. 2016: 29200. 2017: 31300. Description: Program Fees 2013: 0. 2014: 800. 2015: 700. 2016: 3800. 2017: 7900. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | Pt II Ln 10 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 34100 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 62800 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 34500 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 57600 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 51600 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 240600 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 3700 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1300 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 800 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1000 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 6800 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt | 0 | 39200 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 33000 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 26600 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 23700 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 22900 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 145400 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.61250 |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.65800 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 240600 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 34100 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 62800 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 34500 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 57600 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 51600 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 240600 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 392800 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Rent 31300. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Advertising & Marketing 1000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Fund Raising 4300. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Historic Building Operations 15100. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Other 3500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Other Program Expenses 11200. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Property Insurance 6200. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Notes Payable |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990EZ, Part I, Line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990EZ, Part II, Line 26 |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KENNETH LIZOTTE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9784510300 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-09-28 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Thoreau Farm Trust Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | THOR |
| ReturnHeader/Filer/EIN | 0 | 043420325 |
| ReturnHeader/Filer/PhoneNum | 0 | 9784510300 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 341 Virginia Rd |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Concord |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 01742 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 3688512C254AB3B8D2D77182AE0AAE045A4384DE |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 3688512C254AB3B8D2D77182AE0AAE045A4384DE |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 24.63.227.66 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-10-22 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 11:25:35 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | David Asadoorian CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 67 Peter Spring Rd |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Concord |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 01742 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9783712599 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2018-10-22 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DAVID ASADOORIAN CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2018-10-22T11:25:42-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-06-30 |
| ReturnHeader/TaxYr | 0 | 2017 |
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Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.