Civic Intelligence

The Preservation Trust Inc

EIN 04-3495397 • Southborough, MA

Pub. 78 Eligible
259 Turnpike Road Suite 100Southborough, MA 01772
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

94th percentile

72%

Faster asset growth than 94% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

2959%

Faster revenue growth than 99% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$4,007,127

Up $1,681,099 (+72%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,007,127

Up $1,681,099 (+72%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin98th percentile

Revenue

Up

$1,691,720

Up $1,636,420 (+2959%) from 2023

Expenses

Down

$10,072

Down $9,629 (-49%) from 2023

Net Income

Up

$1,681,648

Up $1,646,049 (+4624%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth94th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $1,653,659Liabilities 2010: $0Net Assets 2010: $1,653,6592010Assets 2011: $1,651,297Liabilities 2011: $0Net Assets 2011: $1,651,2972011Assets 2012: $1,650,249Liabilities 2012: $0Net Assets 2012: $1,650,2492012Assets 2013: $1,650,323Liabilities 2013: $0Net Assets 2013: $1,650,3232013Assets 2014: $1,650,418Liabilities 2014: $0Net Assets 2014: $1,650,4182014Assets 2015: $1,650,463Liabilities 2015: $0Net Assets 2015: $1,650,4632015Assets 2016: $3,602,170Liabilities 2016: $0Net Assets 2016: $3,602,1702016Assets 2017: $3,601,778Liabilities 2017: $0Net Assets 2017: $3,601,7782017Assets 2018: $2,292,673Liabilities 2018: $0Net Assets 2018: $2,292,6732018Assets 2019: $2,294,242Liabilities 2019: $0Net Assets 2019: $2,294,2422019Assets 2020: $2,297,446Liabilities 2020: $0Net Assets 2020: $2,297,4462020Assets 2021: $2,296,854Liabilities 2021: $0Net Assets 2021: $2,296,8542021Assets 2022: $2,290,429Liabilities 2022: $0Net Assets 2022: $2,290,4292022Assets 2023: $2,326,028Liabilities 2023: $0Net Assets 2023: $2,326,0282023Assets 2024: $4,007,127Liabilities 2024: $0Net Assets 2024: $4,007,1272024

Highlighted filing

2024

Assets$4,007,127
Liabilities$0
Net Assets$4,007,127
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,0132010Expenses 2011: $2,3622011Expenses 2012: $1,0482012Revenue 2013: $1,000Expenses 2013: $926Net Income 2013: $742013Revenue 2014: $1,000Expenses 2014: $905Net Income 2014: $952014Revenue 2015: $1,000Expenses 2015: $955Net Income 2015: $452015Revenue 2016: $1,954,000Expenses 2016: $2,293Net Income 2016: $1,951,7072016Revenue 2017: $6,500Expenses 2017: $6,892Net Income 2017: -$3922017Revenue 2018: $22,300Expenses 2018: $1,405Net Income 2018: $20,8952018Revenue 2019: $2,500Expenses 2019: $931Net Income 2019: $1,5692019Revenue 2020: $10,000Expenses 2020: $6,796Net Income 2020: $3,2042020Revenue 2021: $15,000Expenses 2021: $15,592Net Income 2021: -$5922021Revenue 2022: $8,500Expenses 2022: $14,925Net Income 2022: -$6,4252022Revenue 2023: $55,300Expenses 2023: $19,701Net Income 2023: $35,5992023Revenue 2024: $1,691,720Expenses 2024: $10,072Net Income 2024: $1,681,6482024

Highlighted filing

2024

Revenue$1,691,720
Expenses$10,072
Net Income$1,681,648
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,007,127
Liabilities
$0
Net assets
$4,007,127
Revenue
$1,691,720
Expenses
$10,072
Net income
$1,681,648
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$1.69$0.01$1.68
2023Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.06$0.02$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.01$0.01$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.02$0.02$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.01$0.01$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.02$0.00$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.01$0.01$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$1.95$0.00$1.95
2015Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.00$0.00$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.00
2011Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.00
2010Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 7, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM A DEPIETRIPresident And Treasurer-$0--
JOANN PARADISClerk-$0--
Filing and Contact Details

Filer

Filer Name
The Preservation Trust Inc
EIN
04-3495397
Phone
5084855333
Address
259 TURNPIKE ROAD SUITE 100, SOUTHBOROUGH, MA 01772

Signing Officer

Name
William a Depietri
Title
President
Phone
5084855333
Signed
2025-08-07
Discuss with paid preparer
Yes

Preparer

Firm
Uhy Advisors Northeast Inc
Address
14 WEST PLAIN STREET, WAYLAND, MA 01778
Preparer
Michael R Okenquist
Phone
5086501122
Raw XML Appendix307 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.

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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0259 TURNPIKE ROAD SUITE 100
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001772
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05084855333
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0ADMINISTRATIVE EXPENSES RELATED TO THE PRESERVATION OF LAND
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt08278
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0WILLIAM A DEPIETRI
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0CAPITAL GROUP PROPERTIES LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0259 TURNPIKE ROAD
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd001772
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01655000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01655000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0LOT 2A SALISBURY HILL BLVD. WORCESTER, MASSACHUSETTS 01609
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-01-22
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0549
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL INCOME TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PROJECT PLANS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt019
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2166
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt360
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt45977
TaxesSchedule/TaxesDetail/Amt01759
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/CategoryTxt0REAL ESTATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1MA STATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM A DEPIETRI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05084855333
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PRESERVATION TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0PRES
ReturnHeader/Filer/EIN0043495397
ReturnHeader/Filer/PhoneNum05084855333
ReturnHeader/Filer/USAddress/AddressLine1Txt0259 TURNPIKE ROAD SUITE 100
ReturnHeader/Filer/USAddress/CityNm0SOUTHBOROUGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001772
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141555429
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UHY ADVISORS NORTHEAST INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014 WEST PLAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAYLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001778
ReturnHeader/PreparerPersonGrp/PhoneNum05086501122
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL R OKENQUIST
ReturnHeader/ReturnTs02025-08-19T12:18:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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