Civic Intelligence

Preserve Rhode Island

990 • Fiscal year 2021 • EIN 05-6012417

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 08, 2022

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

24th percentile

0.03x

Higher debt load relative to assets than 24% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

59th percentile

0.32x

Higher debt load relative to revenue than 59% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

5th percentile

-50%

Higher net margin than 5% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$101,504

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

29th percentile

2.4%

Faster asset growth than 29% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-72%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$13,440,921

Up $312,343 (+2.4%) from 2020

Net Assets

Up

$13,041,110

Up $387,857 (+3.1%) from 2020

Liabilities

Down

$399,811

Down $75,514 (-16%) from 2020

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Down

$1,240,667

Down $3,241,425 (-72%) from 2020

Expenses

Down

$1,855,706

Down $1,745,372 (-48%) from 2020

Net Income

Down

-$615,039

Down $1,496,053 (-170%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2021

Assets$13,440,921
Liabilities$399,811
Net Assets$13,041,110
Open 2021 Filing

Operations Trend

Revenue Growth2nd percentile

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

2021

Revenue$1,240,667
Expenses$1,855,706
Net Income-$615,039
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 8, 2022
Return Version
2021v4.2
Gross Receipts
$1,443,272
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$6,031,013$6,738,340▲ $707,327
Land, Buildings, and Equipment, Net$3,497,694$3,646,670▲ $148,976
Investments Other Securities$1,723,792$1,863,675▲ $139,883
Savings and Temporary Cash Investments$1,685,833$778,902▼ $906,931
Cash and Non-Interest-Bearing Accounts$173,720$268,540▲ $94,820
Accounts Receivable$6,408$130,897▲ $124,489
Prepaid Expenses and Deferred Charges$10,118$13,897▲ $3,779
Total Assets$13,128,578$13,440,921▲ $312,343
Liabilities
Mortgage Notes Payable Secured by Investment Property$206,833$188,344▼ $18,489
Other Liabilities$169,368$159,645▼ $9,723
Unsecured Notes Loans Payable$70,062$0▼ $70,062
Accounts Payable and Accrued Expenses$29,062$51,822▲ $22,760
Total Liabilities$475,325$399,811▼ $75,514
Net Assets / Fund Balance
Net Assets With Donor Restrictions$9,959,275$9,892,426▼ $66,849
Net Assets Without Donor Restrictions$2,693,978$3,148,684▲ $454,706
Total Net Assets Fund Balance$12,653,253$13,041,110▲ $387,857
Total Liabilities and Net Assets / Fund Balance$13,128,578$13,440,921▲ $312,343

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$2,150,711$402,542$2,553,253
Buildings$1,222,850$392,598$724,949
Other Land Buildings$200,261-$200,261
Land$63,606-$63,606
Equipment$9,242$27,417$32,429
Other Securities$1,863,675--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$7,754,805$15,000▲ $1,147,474$315,264$8,602,015
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
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Valerie TalmageExecutive DirectorFT$96,601$4,903$101,504

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
Michael SherryTrustee
Mike AbbottTrustee
Rebecca J BertrandTrustee
Rosalind WeirTrustee
Sheila BrushTrustee
Theresa Guzman StokesTrustee
Wendy Nicholas DorseyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$768,015
Program Service Revenue
$46,629
Investment Income
$231,843
Other Revenue
$194,180
All Other Contributions
$632,171
Change in Net Assets
$-615,039

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$93,394Fair Market Value
Total Noncash Contributions4$93,394-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,153,402
Revenue Not Reported on Financial Statements
$87,265
Revenue Not Reported on Form 990
$1,074,057
Total Revenue per Audited Statements
$2,227,459
Total Revenue per Form 990
$1,240,667
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,327,853
Salaries, Compensation, and Employee Benefits$527,853
Total Fundraising Expense$221,896
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$201,813$4,447$152,909$359,169
Current Officers, Directors, Trustees, and Key Employees$50,752$30,451$20,301$101,504
Fees for Service Investment Mgmnt Fees-$87,265-$87,265
Occupancy$63,303$769$3,308$67,380
Depreciation Depletion$56,264--$56,264
Fees for Services Other$49,768$453$2,359$52,580
Fees for Services Accounting-$44,152-$44,152
Payroll Taxes$20,152$2,674$13,987$36,813
Insurance$29,114$3,568$1,224$33,906
Office Expenses$21,733$680$9,208$31,621
Other Employee Benefits$17,226$8$5,839$23,073
Information Technology$12,023$880$9,102$22,005
Advertising$7,224-$435$7,659
Pension Plan Contributions$4,239$65$2,990$7,294
Other Expenses$4,706$184$0$4,890
Interest$1,499$858-$2,357
Travel$1,331$10$51$1,392
Conferences and Meetings$361$14$183$558
Total Functional Expenses$1,457,332$176,478$221,896$1,855,706

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,855,706
Total Expenses per Audited Statements$1,839,602
Expenses per Audited Statements$1,768,441
Expenses Not Reported on Financial Statements$87,265
Expenses Not Reported on Form 990$71,161
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$26,344
Fundraising Gross Income$26,344
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Preservation Celebration$76,893$26,344$17,924$8,420
Total Events$76,893$26,344$26,344$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$145,683
Deposits Payable$13,962
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
2022-11-08

Organization Details

Principal Officer
Valerie Talmage
Formed
1956
Legal Domicile
Ri
Voting Board Members
22
Independent Board Members
22
Employees
8
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 44,817. Special events expenses netted with form 990 revenue 26,344.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses netted with form 990 revenue 44,817. Special events expenses netted with form 990 revenue 26,344.”

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.”

Raw XML AppendixShowing 400 of 677 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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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
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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/PersonNm7MICHAEL 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
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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
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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/FundraisingAmt050549
IRS990/FundraisingDirectExpensesAmt026344
IRS990/FundraisingGrossIncomeAmt026344
IRS990/GainOrLossGrp/SecuritiesAmt088559
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GovernmentGrantsAmt070062
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0220003
IRS990/GrossReceiptsAmt01443272
IRS990/GrossRentsGrp/RealAmt0130780
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt09102
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0880
IRS990/InformationTechnologyGrp/ProgramServicesAmt012023
IRS990/InformationTechnologyGrp/TotalAmt022005
IRS990/InsuranceGrp/FundraisingAmt01224
IRS990/InsuranceGrp/ManagementAndGeneralAmt03568
IRS990/InsuranceGrp/ProgramServicesAmt029114
IRS990/InsuranceGrp/TotalAmt033906
IRS990/InterestGrp/ManagementAndGeneralAmt0858
IRS990/InterestGrp/ProgramServicesAmt01499
IRS990/InterestGrp/TotalAmt02357
IRS990/InvestmentIncomeGrp/ExclusionAmt0143284
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0143284
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01723792
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01863675
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06031013
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06738340
IRS990/IRPDocumentCnt027
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0822557
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03497694
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03646670
IRS990/LandBldgEquipCostOrOtherBssAmt04469227
IRS990/LegalDomicileStateCd0RI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0131444
IRS990/LessRentalExpensesGrp/RealAmt044817
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt015233
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PRESERVE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0206833
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0188344
IRS990/NetAssetsOrFundBalancesBOYAmt012653253
IRS990/NetAssetsOrFundBalancesEOYAmt013041110
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt088559
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt088559
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt079380
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt085963
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt06583
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01002896
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02693978
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03148684
IRS990/NoncashContributionsAmt093394
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03308
IRS990/OccupancyGrp/ManagementAndGeneralAmt0769
IRS990/OccupancyGrp/ProgramServicesAmt063303
IRS990/OccupancyGrp/TotalAmt067380
IRS990/OfficeExpensesGrp/FundraisingAmt09208
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0680
IRS990/OfficeExpensesGrp/ProgramServicesAmt021733
IRS990/OfficeExpensesGrp/TotalAmt031621
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05839
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt017226
IRS990/OtherEmployeeBenefitsGrp/TotalAmt023073
IRS990/OtherExpensesGrp/Desc0IMPROVEMENT PROGRAMS
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0184
IRS990/OtherExpensesGrp/ProgramServicesAmt0915824
IRS990/OtherExpensesGrp/ProgramServicesAmt14706
IRS990/OtherExpensesGrp/TotalAmt0915824
IRS990/OtherExpensesGrp/TotalAmt14890
IRS990/OtherLiabilitiesGrp/BOYAmt0169368
IRS990/OtherLiabilitiesGrp/EOYAmt0159645
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0EMPLOYEE RETENTION CRE
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0101329
IRS990/OtherRevenueMiscGrp/ExclusionAmt16888
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0101329
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt16888
IRS990/OtherRevenueTotalAmt0108217
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0152909
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04447
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0201813
IRS990/OtherSalariesAndWagesGrp/TotalAmt0359169
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt013987
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02674
IRS990/PayrollTaxesGrp/ProgramServicesAmt020152
IRS990/PayrollTaxesGrp/TotalAmt036813
IRS990/PensionPlanContributionsGrp/FundraisingAmt02990
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt065
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04239
IRS990/PensionPlanContributionsGrp/TotalAmt07294
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010118
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013897
IRS990/PrincipalOfficerNm0VALERIE TALMAGE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0ADMISSIONS AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt046629
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt046629
IRS990/ProgSrvcAccomActy2Grp/Desc0DIRECT PRESERVATION: PRESERVE RI TAKES DIRECT ACTION TO PROTECT AND ENHANCE HISTORIC PLACES THROUGH ITS REVOLVING FUND PROGRAM, BY ACQUIRING EASEMENTS, AND BY COLLABORATING ON SPECIAL PROJECTS SUCH AS THE AQUIDNECK STONEWALL INITIATIVE AND THE SCENIC THIRD BEACH PROJECT. IN 2021 PRESERVE RI TOOK ON ITS MOST AMBITIOUS REVOLVING FUND PROJECT TO DATE AT THE C 1696 VALENTINE WHITMAN HOUSE IN LINCOLN, RI.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01049123
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt010000
IRS990/ProgSrvcAccomActy3Grp/Desc0ENGAGE: PRESERVE RI MOTIVATES PEOPLE TO CONNECT WITH HISTORIC PLACES AND MAKES THE CASE FOR SAFEGUARDING RHODE ISLAND'S HISTORIC PLACES. PRESERVE RI IS A LEADING VOICE FOR HISTORIC PRESERVATION, HELPING PEOPLE PRESERVE THE PLACES THAT MATTER TO THEM THROUGH OUR COMMUNITY PRESERVATION RESPONSE PROGRAM. PRESERVE RI CELEBRATES PEOPLE AND PROJECTS THAT EXEMPLIFY THE BEST OF HISTORIC PRESERVATION. MUSEUM PROGRAMMING AT LIPPITT HOUSE MUSEUM CONNECTS DIVERSE COMMUNITIES AND WHILE FACILITATING OTHER PRESERVATION PROGRAMS IN COLLABORATION WITH OTHER GROUPS.

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,440,921
Liabilities
$399,811
Net assets
$13,041,110
Revenue
$1,240,667
Expenses
$1,855,706
Net income
-$615,039
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
2021Detailed filing. Detailed filing data is available for this year.$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