Civic Intelligence

Preserve Rhode Island

990 • Fiscal year 2020 • EIN 05-6012417

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 27, 2021

Organization ProfileWWW.PRESERVERI.ORG

View Organization Page

957 North Main StreetProvidence, RI 02904

(401) 272-5101

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.04x

Higher debt load relative to assets than 23% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

25th percentile

0.11x

Higher debt load relative to revenue than 25% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$103,751

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

62nd percentile

12%

Faster asset growth than 62% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$13,128,578

Up $1,396,544 (+12%) from 2019

Net Assets

Up

$12,653,253

Up $1,350,052 (+12%) from 2019

Liabilities

Up

$475,325

Up $46,492 (+11%) from 2019

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin76th percentile

Revenue

Up

$4,482,092

Up $4,731,626 (+1896%) from 2019

Expenses

Up

$3,601,078

Up $2,540,889 (+240%) from 2019

Net Income

Up

$881,014

Up $2,190,737 (+167%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$15M$10M$5.0M$0Assets 2011: $9,939,365Liabilities 2011: $326,784Net Assets 2011: $9,612,5812011Assets 2012: $10,238,810Liabilities 2012: $336,940Net Assets 2012: $9,901,8702012Assets 2013: $10,989,040Liabilities 2013: $384,418Net Assets 2013: $10,604,6222013Assets 2014: $11,031,329Liabilities 2014: $326,173Net Assets 2014: $10,705,1562014Assets 2015: $10,727,833Liabilities 2015: $342,510Net Assets 2015: $10,385,3232015Assets 2016: $10,878,041Liabilities 2016: $438,039Net Assets 2016: $10,440,0022016Assets 2017: $12,033,249Liabilities 2017: $415,057Net Assets 2017: $11,618,1922017Assets 2018: $11,822,020Liabilities 2018: $464,114Net Assets 2018: $11,357,9062018Assets 2019: $11,732,034Liabilities 2019: $428,833Net Assets 2019: $11,303,2012019Assets 2020: $13,128,578Liabilities 2020: $475,325Net Assets 2020: $12,653,2532020Assets 2021: $13,440,921Liabilities 2021: $399,811Net Assets 2021: $13,041,1102021Assets 2022: $11,732,452Liabilities 2022: $387,039Net Assets 2022: $11,345,4132022Assets 2023: $10,878,639Liabilities 2023: $413,294Net Assets 2023: $10,465,3452023Assets 2024: $11,373,230Liabilities 2024: $483,238Net Assets 2024: $10,889,9922024

Highlighted filing

2020

Assets$13,128,578
Liabilities$475,325
Net Assets$12,653,253
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $602,113Expenses 2011: $545,024Net Income 2011: $57,0892011Revenue 2012: $940,465Expenses 2012: $790,698Net Income 2012: $149,7672012Revenue 2013: $910,143Expenses 2013: $623,595Net Income 2013: $286,5482013Revenue 2014: $615,426Expenses 2014: $699,345Net Income 2014: -$83,9192014Revenue 2015: $665,499Expenses 2015: $895,905Net Income 2015: -$230,4062015Revenue 2016: $572,487Expenses 2016: $953,579Net Income 2016: -$381,0922016Revenue 2017: $1,099,983Expenses 2017: $852,397Net Income 2017: $247,5862017Revenue 2018: $1,101,197Expenses 2018: $1,035,774Net Income 2018: $65,4232018Revenue 2019: -$249,534Expenses 2019: $1,060,189Net Income 2019: -$1,309,7232019Revenue 2020: $4,482,092Expenses 2020: $3,601,078Net Income 2020: $881,0142020Revenue 2021: $1,240,667Expenses 2021: $1,855,706Net Income 2021: -$615,0392021Revenue 2022: $737,487Expenses 2022: $1,326,617Net Income 2022: -$589,1302022Revenue 2023: $1,029,621Expenses 2023: $1,140,513Net Income 2023: -$110,8922023Revenue 2024: $1,121,411Expenses 2024: $1,413,230Net Income 2024: -$291,8192024

Highlighted filing

2020

Revenue$4,482,092
Expenses$3,601,078
Net Income$881,014
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 27, 2021
Return Version
2020v4.1
Gross Receipts
$5,268,788
Mission and Program Overview

Mission

Preserve ri's vision is a future where historic preservation creates positive change, making our diverse cultures, the environment, and the economy better for the people who live, visit and work in rhode island. Preserve ri's mission is to protect and activate historic places for the benefit of all rhode islanders.

To protect historic structures and unique places in ri for current and future generations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,124,060$6,031,013▲ $2,906,953
Land, Buildings, and Equipment, Net$3,568,567$3,497,694▼ $70,873
Investments Other Securities$4,369,650$1,723,792▼ $2,645,858
Savings and Temporary Cash Investments$350,090$1,685,833▲ $1,335,743
Cash and Non-Interest-Bearing Accounts$262,766$173,720▼ $89,046
Pledges and Grants Receivable$40,000$0▼ $40,000
Prepaid Expenses and Deferred Charges$9,751$10,118▲ $367
Accounts Receivable$7,150$6,408▼ $742
Total Assets$11,732,034$13,128,578▲ $1,396,544
Liabilities
Mortgage Notes Payable Secured by Investment Property$224,607$206,833▼ $17,774
Other Liabilities$174,587$169,368▼ $5,219
Unsecured Notes Loans Payable-$70,062-
Accounts Payable and Accrued Expenses$29,639$29,062▼ $577
Total Liabilities$428,833$475,325▲ $46,492
Net Assets / Fund Balance
Net Assets With Donor Restrictions$8,664,379$9,959,275▲ $1,294,896
Net Assets Without Donor Restrictions$2,638,822$2,693,978▲ $55,156
Total Net Assets Fund Balance$11,303,201$12,653,253▲ $1,350,052
Total Liabilities and Net Assets / Fund Balance$11,732,034$13,128,578▲ $1,396,544

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,984,568$343,856$2,328,424
Buildings$1,238,764$367,993$716,258
Other Land Buildings$200,261-$200,261
Land$63,606-$63,606
Equipment$10,495$26,164$32,429
Other Securities$1,723,792--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$7,493,710$7,835▲ $566,109$312,849$7,754,805
2019$6,518,179$139,265▲ $1,258,810$422,544$7,493,710
2018$6,862,743$273,033▼ $326,141$291,456$6,518,179
2017$6,212,285$9,623▲ $954,267$313,432$6,862,743
2016$6,054,239$6,000▲ $429,891$277,845$6,212,285
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Valerie TalmageExecutive DirectorFT$98,167$5,584$103,751

Board Members and Trustees

NameTitle
Elizabeth GoddardChairperson
William W KenyonChairperson and Secretary
Kristin DekuiperChairperson and Treasurer
Abigail Campbell-kingTrustee
Amy OakleyTrustee
Amy SonderTrustee
Anthony ThomasTrustee
Brett N PelletierTrustee
Christopher G PonderTrustee
Doris LichtTrustee
Jerry W Dauterive PhdTrustee
Joanne ChangTrustee
John WoolseyTrustee
Kathleen a Ryan EsqTrustee
Kristen a Carron EsqTrustee
Mike AbbottTrustee
Mike SherryTrustee
Rebecca J BertrandTrustee
Rosalind WeirTrustee
Sheila BrushTrustee
Theresa Guzman StokesTrustee
Wendy Nicholas DorseyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$4,207,412
Program Service Revenue
$31,081
Investment Income
$160,662
Other Revenue
$82,937
All Other Contributions
$4,152,129
Change in Net Assets
$881,014

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$302,971Fair Market Value
Total Noncash Contributions4$302,971-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,418,501
Revenue Not Reported on Financial Statements
$63,591
Revenue Not Reported on Form 990
$525,962
Total Revenue per Audited Statements
$4,944,463
Total Revenue per Form 990
$4,482,092
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,085,733
Salaries, Compensation, and Employee Benefits$515,345
Total Fundraising Expense$188,418
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$221,976$4,297$130,922$357,195
Current Officers, Directors, Trustees, and Key Employees$52,141$31,284$20,856$104,281
Occupancy$68,288$963$3,395$72,646
Fees for Service Investment Mgmnt Fees-$63,591-$63,591
Depreciation Depletion$52,959$694-$53,653
Fees for Services Legal$43,911--$43,911
Fees for Services Accounting-$43,093-$43,093
Payroll Taxes$21,759$2,698$12,243$36,700
Fees for Services Other$28,620$479$2,461$31,560
Office Expenses$21,693$646$7,655$29,994
Insurance$21,471$3,209$598$25,278
Information Technology$5,228$429$9,147$14,804
Other Employee Benefits$12,627-$480$13,107
Other Expenses$8,748$780-$9,528
Advertising$6,620-$400$7,020
Pension Plan Contributions$3,825-$237$4,062
Interest$1,797--$1,797
Conferences and Meetings$1,017$6$24$1,047
Total Functional Expenses$3,260,491$152,169$188,418$3,601,078

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,601,078
Total Expenses per Audited Statements$3,594,411
Expenses per Audited Statements$3,537,487
Expenses Not Reported on Financial Statements$63,591
Expenses Not Reported on Form 990$56,924
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$10,063
Fundraising Gross Income$10,063
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Preservation Celebration$51,678$10,063$10,063$0
Total Events$53,894$10,063$10,063$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Others$152,418
Deposits Payable$16,950
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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

“Members of the executive committee are given the opportunity to review the draft form. Following the executive committee review, each trustee received a copy of the proposed 990 prior to filing with the irs, either electronically or by fax or by mail, and are asked to submit any comments to the executive director, who coordinated with the treasurer in preparing the final version.”

Form 990, Part VI, Section B, Line 12C

“Preserve ri has adopted conflict of interest policy which cover all trustees and staff. Copies of this written policy are included in the "trustees handbook and the "personnel policy manual" which is delivered to each trustee and staff when they first come to preserve ri. Occasionally board members report a conflict of interest and recuse themselves from the deliberations and decisions, as is required by the policy.”

Form 990, Part VI, Section B, Line 15

“Pri's top management official, the executive director, was hired from outside the organization in fall of 2007. In setting the compensation for the new executive director, the trustees, through its search committee, reviewed survey information available from abbott, langer association surveys of pay rates in nonprofit organizations, from the new england museum association and in conversation with the staff from the northeast office of the national trust for historic preservation, became familiar with comparable salaries at similar preservation organizations. The compensation of the executor director was approved by the executive committee, fully authorized to act for the board of trustees and documented in its minutes.”

Form 990, Part VI, Section C, Line 19

“Preserve ri posts copies of its financial statements and form 990 on its website, www.preserveri.org . Preserve ri considers each request to disclose its governing documents including its conflict of interest policy and its by-laws on a case by case basis.”

Filing and Contact Details

Filer

Filer Name
Preserve Rhode Island
EIN
05-6012417
Phone
4012725101
Address
957 NORTH MAIN STREET, PROVIDENCE, RI 02904

Signing Officer

Name
Valerie Talmage
Title
Executive Director
Phone
4012725101
Signed
2021-10-27

Organization Details

Principal Officer
Valerie Talmage
Formed
1956
Legal Domicile
Ri
Voting Board Members
22
Independent Board Members
22
Employees
10
Volunteers
0

Preparer

Firm
Campana Sarza & Tatewosian Llp
Address
300 METRO CENTER BLVD STE 225, WARWICK, RI 02886
Preparer
William Tatewosian
Phone
4017737873
Supplemental Narrative

Financial Statement Notes

PART III, LINE 4:

“Preserve rhode island maintains a collection of historical and art objects associated with the governor henry lippitt house museum. Most of the collection are objects directly related to historical occupants of the house; a few items are appropriate to the victorian time period. Preserve rhode island uses the collection to interpret the site's significance and history: the material culture tells interesting stories about the past, particulary about daily life in a victorian mansion.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses netted with form 990 revenue 46,861. Special events expenses netted with form 990 revenue 10,063.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses netted with form 990 revenue 46,861. Special events expenses netted with form 990 revenue 10,063.”

Part II - Line 5 - Conservation Easements

“In accepting the donation of an easement, pri is taking on a permanent responsibility to monitor and enforce the terms. Pri has established an easement stewardship fund that pools cash donations received in connection with all easements. Income from this fund supports pri's annual costs to monitor easements. The fund can be tapped for purposes of legal defense and enforcement. Each easement describes an inspection schedule including how and when pri will monitor the property. When the easement is recorded, pri and the owner attest that a "baseline documentation report" that accurately describes the current conditions of the property. Pri meets on site with the owner on at least annual basis to assure compliance with the terms of the easement, referring to the baseline documentation report to assess changes and alterations. During the visit, pri inspects the property, and discusses site and historic building conditions, and conservation and preservation concerns along with future plans for the property. When major rehabilitation is underway, pri may conduct more frequent inspections. To the greatest extent possible, pri acts as a resource for the property owner, offering technical support, referrals, and general historic preservation guidance to assist owners to keep their historic and conservation property in good condition into the future. If it is found that the terms of the easement have been violated, the easement document lays out the necessary steps for corrective action.”

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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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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt225584
IRS990/Form990PartVIISectionAGrp/PersonNm0SHEILA BRUSH
IRS990/Form990PartVIISectionAGrp/PersonNm1WENDY NICHOLAS DORSEY
IRS990/Form990PartVIISectionAGrp/PersonNm2KRISTIN DEKUIPER
IRS990/Form990PartVIISectionAGrp/PersonNm3WILLIAM W KENYON
IRS990/Form990PartVIISectionAGrp/PersonNm4MIKE ABBOTT
IRS990/Form990PartVIISectionAGrp/PersonNm5ELIZABETH GODDARD
IRS990/Form990PartVIISectionAGrp/PersonNm6DORIS LICHT
IRS990/Form990PartVIISectionAGrp/PersonNm7MIKE SHERRY
IRS990/Form990PartVIISectionAGrp/PersonNm8THERESA GUZMAN STOKES
IRS990/Form990PartVIISectionAGrp/PersonNm9ANTHONY THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm10ROSALIND WEIR
IRS990/Form990PartVIISectionAGrp/PersonNm11JOHN WOOLSEY
IRS990/Form990PartVIISectionAGrp/PersonNm12REBECCA J BERTRAND
IRS990/Form990PartVIISectionAGrp/PersonNm13ABIGAIL CAMPBELL-KING
IRS990/Form990PartVIISectionAGrp/PersonNm14KRISTEN A CARRON ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm15JOANNE CHANG
IRS990/Form990PartVIISectionAGrp/PersonNm16JERRY W DAUTERIVE PHD
IRS990/Form990PartVIISectionAGrp/PersonNm17AMY OAKLEY
IRS990/Form990PartVIISectionAGrp/PersonNm18BRETT N PELLETIER
IRS990/Form990PartVIISectionAGrp/PersonNm19CHRISTOPHER G PONDER
IRS990/Form990PartVIISectionAGrp/PersonNm20KATHLEEN A RYAN ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm21AMY SONDER
IRS990/Form990PartVIISectionAGrp/PersonNm22VALERIE TALMAGE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2298167
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRPERSON AND TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRPERSON AND SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt043831
IRS990/FundraisingDirectExpensesAmt010063
IRS990/FundraisingGrossIncomeAmt010063
IRS990/GainOrLossGrp/SecuritiesAmt058585
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0788357
IRS990/GrossReceiptsAmt05268788
IRS990/GrossRentsGrp/RealAmt0113714
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt09147
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0429
IRS990/InformationTechnologyGrp/ProgramServicesAmt05228
IRS990/InformationTechnologyGrp/TotalAmt014804
IRS990/InsuranceGrp/FundraisingAmt0598
IRS990/InsuranceGrp/ManagementAndGeneralAmt03209
IRS990/InsuranceGrp/ProgramServicesAmt021471
IRS990/InsuranceGrp/TotalAmt025278
IRS990/InterestGrp/ProgramServicesAmt01797
IRS990/InterestGrp/TotalAmt01797
IRS990/InvestmentIncomeGrp/ExclusionAmt0102077
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0102077
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04369650
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01723792
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03124060
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06031013
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0738013
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03568567
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03497694
IRS990/LandBldgEquipCostOrOtherBssAmt04235707
IRS990/LegalDomicileStateCd0RI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0729772
IRS990/LessRentalExpensesGrp/RealAmt046861
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt011452
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PRI ACCOMPLISHES ITS MISSION THROUGH TWO MAJOR PROGRAMS: STEWARDSHIP (TAKING CARE OF PROPERTIES THAT PRI OWNS) AND PRESERVATION SERVICES (HELPING ALL RHODE ISLANDERS BE STEWARDS OF THE STATE'S HERITAGE SITES).
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0224607
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0206833
IRS990/NetAssetsOrFundBalancesBOYAmt011303201
IRS990/NetAssetsOrFundBalancesEOYAmt012653253
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt058585
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt058585
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt062714
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt066853
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt04139
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0469038
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02638822
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02693978
IRS990/NoncashContributionsAmt0302971
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03395
IRS990/OccupancyGrp/ManagementAndGeneralAmt0963
IRS990/OccupancyGrp/ProgramServicesAmt068288
IRS990/OccupancyGrp/TotalAmt072646
IRS990/OfficeExpensesGrp/FundraisingAmt07655
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0646
IRS990/OfficeExpensesGrp/ProgramServicesAmt021693
IRS990/OfficeExpensesGrp/TotalAmt029994
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0480
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt012627
IRS990/OtherEmployeeBenefitsGrp/TotalAmt013107
IRS990/OtherExpensesGrp/Desc0IMPROVEMENT PROGRAMS
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0780
IRS990/OtherExpensesGrp/ProgramServicesAmt02687811
IRS990/OtherExpensesGrp/ProgramServicesAmt18748
IRS990/OtherExpensesGrp/TotalAmt02687811
IRS990/OtherExpensesGrp/TotalAmt19528
IRS990/OtherLiabilitiesGrp/BOYAmt0174587
IRS990/OtherLiabilitiesGrp/EOYAmt0169368
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt016084
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt016084
IRS990/OtherRevenueTotalAmt016084
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0130922
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04297
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0221976
IRS990/OtherSalariesAndWagesGrp/TotalAmt0357195
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt012243
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02698
IRS990/PayrollTaxesGrp/ProgramServicesAmt021759
IRS990/PayrollTaxesGrp/TotalAmt036700
IRS990/PensionPlanContributionsGrp/FundraisingAmt0237
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03825
IRS990/PensionPlanContributionsGrp/TotalAmt04062
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt040000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09751
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010118
IRS990/PrincipalOfficerNm0VALERIE TALMAGE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0ADMISSIONS AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt031081
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt031081
IRS990/ProgSrvcAccomActy2Grp/Desc0ADVOCACY: PRI IS THE STATEWIDE ADVOCATE FOR HISTORIC PLACES. PRI SUPPORTS LOCAL AND STATE INIATIVIES TO BRING MORE RESOURCES TO PRESERVE HISTORIC PLACES, INCLUDING ADVOCATING FOR STATE HISTORIC TAX CREDITS AND PRESERVATION GRANTS. PRI SPEAKS UP WHEN HISTORIC PLACES ARE THREATENED IN RHODE ISLAND, ASSISTING LOCAL PRESERVATIONISTS TO PROTECT THE PLACES THAT MATTER IN THEIR COMMUNITIES. PRI RAISES AWARENESS ABOUT PRESERVATION ISSUES THROUGH ITS MONTHLY EMAIL NEWS AND ADVOCACY ALERTS. PRI CELEBRATES PRESERVATION ACCOMPLISHMENTS ACROSS RHODE ISLAND THROUGH ANNUAL PRESENTATION OF RHODY AWARDS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02801181
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt016084
IRS990/ProgSrvcAccomActy3Grp/Desc0PROTECTION: PRI DIRECTLY PROTECTS HISTORIC PLACES THROUGH ITS REVOLVING FUND AND EASEMENT PROGRAMS. PRI MANAGES HISTORIC CURATORSHIPS WHERE REHABILITATION OF OLD BUILDINGS IS ACCOMPLISHED THROUGH SWEAT EQUITY. PRI'S EASEMENT PROGRAM HAS A FOCUS ON HISTORIC BUILDINGS ADJACENT TO OPEN SPACE TO PROTECT THE UNIQUE CHARACTER OF COMMUNITIES IN RHODE ISLAND.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0124564
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0549881
IRS990/PYExcessBenefitTransInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,128,578
Liabilities
$475,325
Net assets
$12,653,253
Revenue
$4,482,092
Expenses
$3,601,078
Net income
$881,014
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$0.48$10.9$1.12$1.41$0.29
2023Detailed filing. Detailed filing data is available for this year.$10.9$0.41$10.5$1.03$1.14$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.7$0.39$11.3$0.74$1.33$0.59
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$0.40$13.0$1.24$1.86$0.62
2020Detailed filing. Detailed filing data is available for this year.$13.1$0.48$12.7$4.48$3.60$0.88
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.43$11.3$0.25$1.06$1.31
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$0.46$11.4$1.10$1.04$0.07
2017Summary only. Only limited summary data is available for this year.$12.0$0.42$11.6$1.10$0.85$0.25
2016Summary only. Only limited summary data is available for this year.$10.9$0.44$10.4$0.57$0.95$0.38
2015Summary only. Only limited summary data is available for this year.$10.7$0.34$10.4$0.67$0.90$0.23
2014Summary only. Only limited summary data is available for this year.$11.0$0.33$10.7$0.62$0.70$0.08
2013Summary only. Only limited summary data is available for this year.$11.0$0.38$10.6$0.91$0.62$0.29
2012Summary only. Only limited summary data is available for this year.$10.2$0.34$9.90$0.94$0.79$0.15
2011Summary only. Only limited summary data is available for this year.$9.94$0.33$9.61$0.60$0.55$0.06