Civic Intelligence

The Preservation Trust Inc

990PF • Fiscal year 2012 • EIN 04-3495397

Jan 01, 2012 to Dec 31, 2012 • Filed on Feb 11, 2013

Organization Profile
259 Turnpike Road Suite 10001772
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

46th percentile

-0.1%

Faster asset growth than 46% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$1,650,249

Down $1,048 (-0.1%) from 2011

Net Assets

Down

$1,650,249

Down $1,048 (-0.1%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$1,048

Down $1,314 (-56%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$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

2012

Assets$1,650,249
Liabilities$0
Net Assets$1,650,249
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue-
Expenses$1,048
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Feb 11, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

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

Filer

EIN
04-3495397
Raw XML Appendix261 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
AccountingFeesSchedule/AccountingFees/Amount0950
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0950
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-1048
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IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/CashBOY01097
IRS990PF/BalanceSheets/CashEOY049
IRS990PF/BalanceSheets/CashEOYFMV049
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBasis01650200
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBOY01650200
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOY01650200
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IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01651297
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IRS990PF/BalanceSheets/TotalNetAssetsEOY01650249
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-1048
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
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IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01651297
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
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IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0573
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0573
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable09
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn028
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0564
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0573
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WILLIAM A DEPIETRI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1WILLIAM PEZZONI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT AND TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1CLERK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1015 PRESIDENTIAL DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1123 PRESIDENTIAL DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0SOUTHBOROUGH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1SOUTHBOROUGH
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MA
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/PrivateOperatingFoundations/GrossInvestmentIncome/Total00
IRS990PF/PrivateOperatingFoundations/LargestSupportFromEO/Total00
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/CurrentYear00
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Total00
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year100
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year200
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year300
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/CurrentYear00
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IRS990PF/PrivateOperatingFoundations/Section4942j30X
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IRS990PF/PrivateOperatingFoundations/TotalAssetsSect4942j3Bi/Year301656630
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IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.000000
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.000000
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.000000
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.000000
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0564
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear102245
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear204871
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0WILLIAM DEPIETRI
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05084855333
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10259 TURNPIKE ROAD SUITE 100
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0SOUTHBOROUGH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode001772
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IRS990PF/StatementsRegardingActivities/ForeignBank00
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IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
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IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
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IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
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IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
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IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Description10ADMINISTRATIVE EXPENSES RELATED TO THE PRESERVATION OF LAND
IRS990PF/SummaryOfDirectCharitableActy/Expenses101049
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
OtherExpensesSchedule/OtherExpenses/Description0ANNUAL REPORT
OtherExpensesSchedule/OtherExpenses/Description1OTHER
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks035
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks163
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0043495397
ReturnHeader/Filer/Name/BusinessNameLine10THE PRESERVATION TRUST INC
ReturnHeader/Filer/NameControl0PRES
ReturnHeader/Filer/Phone05084855333
ReturnHeader/Filer/USAddress/AddressLine10259 TURNPIKE ROAD SUITE 100
ReturnHeader/Filer/USAddress/City0SOUTHBOROUGH
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001772
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-02-11
ReturnHeader/Officer/Name0WILLIAM A DEPIETRI
ReturnHeader/Officer/Phone05084855333
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-02-11
ReturnHeader/PreparerFirm/EIN0042965590
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10PARESKY FLITT AND COMPANY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1014 WEST PLAIN STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WAYLAND
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode001778
ReturnHeader/Preparer/Name0HOWARD M FLITT
ReturnHeader/Preparer/Phone05086501122
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-02-21T10:57:30-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,650,249
Liabilities
$0
Net assets
$1,650,249
Revenue
-
Expenses
$1,048
Net income
-
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