Civic Intelligence

Wachusett Mountain Associates Land Acquisition Fund Trust

EIN 04-6509111 • 501(c)4 • Princeton, MA

Profile

SEE LINE 4A

499 Mountain RoadPrinceton, MA 01541

n/A

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

501(c)4 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

501(c)4 • $1M-$5M nonprofits • Source year 2024

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

-0.7%

Faster revenue growth than 30% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$4,040,086

Up $481,905 (+14%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,040,086

Up $481,905 (+14%) from 2023

Revenue

Down

$490,131

Down $3,342 (-0.7%) from 2023

Expenses

Up

$8,226

Up $2,555 (+45%) from 2023

Net Income

Down

$481,905

Down $5,897 (-1.2%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,717,677Liabilities 2010: $0Net Assets 2010: $1,717,6772010Assets 2011: $1,931,207Liabilities 2011: $0Net Assets 2011: $1,931,2072011Assets 2012: $1,762,316Liabilities 2012: $0Net Assets 2012: $1,762,3162012Assets 2013: $1,702,509Liabilities 2013: $0Net Assets 2013: $1,702,5092013Assets 2014: $1,932,921Liabilities 2014: $0Net Assets 2014: $1,932,9212014Assets 2015: $2,175,992Liabilities 2015: $0Net Assets 2015: $2,175,9922015Assets 2016: $2,118,059Liabilities 2016: $0Net Assets 2016: $2,118,0592016Assets 2017: $2,359,067Liabilities 2017: $0Net Assets 2017: $2,359,0672017Assets 2018: $2,395,273Liabilities 2018: $0Net Assets 2018: $2,395,2732018Assets 2019: $2,688,508Liabilities 2019: $0Net Assets 2019: $2,688,5082019Assets 2020: $2,931,441Liabilities 2020: $0Net Assets 2020: $2,931,4412020Assets 2021: $2,742,867Liabilities 2021: $0Net Assets 2021: $2,742,8672021Assets 2022: $3,070,379Liabilities 2022: $0Net Assets 2022: $3,070,3792022Assets 2023: $3,558,181Liabilities 2023: $0Net Assets 2023: $3,558,1812023Assets 2024: $4,040,086Liabilities 2024: $0Net Assets 2024: $4,040,0862024

Highlighted filing

2024

Assets$4,040,086
Liabilities$0
Net Assets$4,040,086

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $163,8622010Expenses 2011: $9,2502011Expenses 2012: $337,1752012Revenue 2013: $223,187Expenses 2013: $282,994Net Income 2013: -$59,8072013Revenue 2014: $234,939Expenses 2014: $4,527Net Income 2014: $230,4122014Revenue 2015: $251,555Expenses 2015: $8,484Net Income 2015: $243,0712015Revenue 2016: $188,563Expenses 2016: $246,496Net Income 2016: -$57,9332016Revenue 2017: $249,599Expenses 2017: $8,591Net Income 2017: $241,0082017Revenue 2018: $271,636Expenses 2018: $235,430Net Income 2018: $36,2062018Revenue 2019: $298,981Expenses 2019: $5,746Net Income 2019: $293,2352019Revenue 2020: $249,079Expenses 2020: $6,146Net Income 2020: $242,9332020Revenue 2021: $251,232Expenses 2021: $439,806Net Income 2021: -$188,5742021Revenue 2022: $332,547Expenses 2022: $5,035Net Income 2022: $327,5122022Revenue 2023: $493,473Expenses 2023: $5,671Net Income 2023: $487,8022023Revenue 2024: $490,131Expenses 2024: $8,226Net Income 2024: $481,9052024

Highlighted filing

2024

Revenue$490,131
Expenses$8,226
Net Income$481,905

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.04$0.00$4.04$0.49$0.01$0.48
2023Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.49$0.01$0.49
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.07$0.00$3.07$0.33$0.01$0.33
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.74$0.00$2.74$0.25$0.44$0.19
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.93$0.00$2.93$0.25$0.01$0.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.00$2.69$0.30$0.01$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$2.40$0.27$0.24$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.36$0.25$0.01$0.24
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$0.00$2.12$0.19$0.25$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.25$0.01$0.24
2014Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.23$0.00$0.23
2013Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.22$0.28$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.00$1.76$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.00$1.93$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.00$1.72$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$490,131
Mission and Program Overview

Mission

SEE LINE 4A

SEE PART III

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,558,181$4,040,086▲ $481,905
Rtn Earn Endowment Incm Other Fnds$3,558,181$4,040,086▲ $481,905
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,558,181$4,040,086▲ $481,905
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,558,181$4,040,086▲ $481,905
Total Liabilities and Net Assets / Fund Balance$3,558,181$4,040,086▲ $481,905
Compensation and Service Providers

Board Members and Trustees

NameTitle
Henry W Beth EsqTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$304,965
Investment Income
$185,166
Other Revenue
$0
Change in Net Assets
$481,905
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,226
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$6,901--$6,901
Fees for Services Accounting$1,325--$1,325
Total Functional Expenses$8,226$0$0$8,226
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign 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
Business relationship with 35% controlled entity
No
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
No
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

Form 990 is reviewed by the trustee prior to its filing.

Form 990, Part VI, Section C, Line 19

Not made available to the public.

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Henry w. Beth, esq. - 370 main street, worcester, ma 01608.

Filing and Contact Details

Filer

Filer Name
Wachusett Mountain Associates Land
EIN
04-6509111
Phone
9784642300
Address
499 MOUNTAIN ROAD, PRINCETON, MA 01541

Signing Officer

Name
Henry W Beth Esq
Title
Trustee
Phone
9784642300
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Henry W Beth Esq
Formed
1982
Legal Domicile
Ma
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Stolberg Ebbeling & Blanchette Llp
Address
41 ELM STREET, WORCESTER, MA 01609-2573
Preparer
Marc J Vanderbaan CPA
Phone
5083633000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Consulting fees: program service expenses 5,068. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,068. Other fees: program service expenses 1,833. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,833.

Raw XML Appendix243 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SEE PART III
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/PersonNm0HENRY W BETH ESQ
IRS990/BooksInCareOfDetail/PhoneNum05087562423
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0370 MAIN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0WORCESTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001608
IRS990/BusinessRlnWith35CtrlEntInd00
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
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IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0185166
IRS990/CYOtherExpensesAmt08226
IRS990/CYOtherRevenueAmt00
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IRS990/CYRevenuesLessExpensesAmt0481905
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt08226
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0490131
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE TRUST FUND WAS CREATED FOR THE PURPOSE OF ACQUIRING LAND DEEMED AVAILABLE AND DESIRABLE BY THE COMMONWEALTH OF MASSACHUSETTS ACTING THROUGH ITS DEPARTMENT OF ENVIRONMENTAL MANAGEMENT FOR CONSERVATION AND RECREATIONAL PURPOSES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
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IRS990/ElectionOfBoardMembersInd00
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IRS990/ForeignFinancialAccountInd00
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IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0490131
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0185166
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0185166
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
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IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE LINE 4A
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03558181
IRS990/NetAssetsOrFundBalancesEOYAmt04040086
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProgramServiceRevenueGrp/Desc0PAYMENTS FROM WMA, INC
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0304965
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IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE TRUSTEE PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HENRY W. BETH, ESQ. - 370 MAIN STREET, WORCESTER, MA 01608.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONSULTING FEES: PROGRAM SERVICE EXPENSES 5,068. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,068. OTHER FEES: PROGRAM SERVICE EXPENSES 1,833. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,833.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum09784642300
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WACHUSETT MOUNTAIN ASSOCIATES LAND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ACQUISITION FUND TRUST
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ReturnHeader/PreparerPersonGrp/PhoneNum05083633000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARC J VANDERBAAN CPA
ReturnHeader/ReturnTs02025-11-14T15:51:44-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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