Civic Intelligence

Equity Trust Inc.

990 • Fiscal year 2015 • EIN 06-1337421

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 11, 2016

Organization ProfileEQUITYTRUST.ORG
PO Box 746Amherst, MA 01004-0746

(413) 256-6161

Siviq Scores

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

Liabilities / Assets

84th percentile

0.73x

Higher debt load relative to assets than 84% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

97th percentile

12.10x

Higher debt load relative to revenue than 97% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

71st percentile

12%

Higher net margin than 71% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

23rd percentile

$49,548

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 12.1% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

87th percentile

25%

Faster asset growth than 87% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

81st percentile

24%

Faster revenue growth than 81% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$6,751,610

Up $1,364,882 (+25%) from 2014

Net Assets

Up

$1,810,216

Up $47,840 (+2.7%) from 2014

Liabilities

Up

$4,941,394

Up $1,317,042 (+36%) from 2014

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin71st percentile

Revenue

Up

$408,457

Up $79,760 (+24%) from 2014

Expenses

Up

$360,617

Up $29,823 (+9.0%) from 2014

Net Income

Up

$47,840

Up $49,937 (+2381%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$10M$5.0M$0Assets 2010: $2,516,166Liabilities 2010: $1,696,714Net Assets 2010: $819,4522010Assets 2011: $2,665,450Liabilities 2011: $1,899,039Net Assets 2011: $766,4112011Assets 2012: $2,902,778Liabilities 2012: $2,162,350Net Assets 2012: $740,4282012Assets 2013: $4,168,679Liabilities 2013: $2,404,206Net Assets 2013: $1,764,4732013Assets 2014: $5,386,728Liabilities 2014: $3,624,352Net Assets 2014: $1,762,3762014Assets 2015: $6,751,610Liabilities 2015: $4,941,394Net Assets 2015: $1,810,2162015Assets 2016: $8,101,452Liabilities 2016: $6,299,532Net Assets 2016: $1,801,9202016Assets 2017: $9,052,442Liabilities 2017: $6,568,667Net Assets 2017: $2,483,7752017Assets 2018: $9,139,131Liabilities 2018: $6,472,807Net Assets 2018: $2,666,3242018Assets 2019: $6,494,144Liabilities 2019: $4,600,147Net Assets 2019: $1,893,9972019Assets 2020: $6,115,136Liabilities 2020: $4,587,866Net Assets 2020: $1,527,2702020Assets 2021: $6,214,619Liabilities 2021: $4,411,290Net Assets 2021: $1,803,3292021Assets 2022: $6,434,499Liabilities 2022: $4,422,829Net Assets 2022: $2,011,6702022Assets 2023: $6,582,486Liabilities 2023: $4,357,322Net Assets 2023: $2,225,1642023Assets 2024: $6,734,675Liabilities 2024: $4,411,243Net Assets 2024: $2,323,4322024

Highlighted filing

2015

Assets$6,751,610
Liabilities$4,941,394
Net Assets$1,810,216
Open 2015 Filing

Operations Trend

Revenue Growth81st percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2010: $203,587Expenses 2010: $241,434Net Income 2010: -$37,8472010Expenses 2011: $183,5812011Expenses 2012: $190,0362012Revenue 2013: $1,284,713Expenses 2013: $260,668Net Income 2013: $1,024,0452013Revenue 2014: $328,697Expenses 2014: $330,794Net Income 2014: -$2,0972014Revenue 2015: $408,457Expenses 2015: $360,617Net Income 2015: $47,8402015Revenue 2016: $602,450Expenses 2016: $610,746Net Income 2016: -$8,2962016Revenue 2017: $1,005,450Expenses 2017: $323,595Net Income 2017: $681,8552017Revenue 2018: $1,182,504Expenses 2018: $999,955Net Income 2018: $182,5492018Revenue 2019: $464,543Expenses 2019: $1,236,870Net Income 2019: -$772,3272019Revenue 2020: $383,866Expenses 2020: $750,593Net Income 2020: -$366,7272020Revenue 2021: $589,639Expenses 2021: $313,580Net Income 2021: $276,0592021Revenue 2022: $420,144Expenses 2022: $211,803Net Income 2022: $208,3412022Revenue 2023: $595,867Expenses 2023: $382,373Net Income 2023: $213,4942023Revenue 2024: $450,097Expenses 2024: $351,829Net Income 2024: $98,2682024

Highlighted filing

2015

Revenue$408,457
Expenses$360,617
Net Income$47,840
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.1
Gross Receipts
$408,457
Mission and Program Overview

Mission

To promote and provide access to land, housing, capital, and economic opportunities for disadvantaged and low-income people; to promote the conservation of land and natural resources; and related charitable and educational purposes.

To promote/ provide access to land, housing, capital and employment to the disadvantaged; to promote land and natural resource conservation and management.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$3,095,158$3,805,104▲ $709,946
Savings and Temporary Cash Investments$1,640,946$2,041,276▲ $400,330
Cash and Non-Interest-Bearing Accounts$476,422$482,902▲ $6,480
Investments Program Related$144,335$389,188▲ $244,853
Accounts Receivable$12,869$18,682▲ $5,813
Pledges and Grants Receivable$3,265$13,335▲ $10,070
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$5,386,728$6,751,610▲ $1,364,882
Other Assets Total$13,733$1,123▼ $12,610
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,525,076$4,853,886▲ $1,328,810
Deferred Revenue$75,250$56,250▼ $19,000
Accounts Payable and Accrued Expenses$24,026$31,258▲ $7,232
Total Liabilities$3,624,352$4,941,394▲ $1,317,042
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,682,628$1,643,924▼ $38,704
Unrestricted Net Assets$79,748$166,292▲ $86,544
Total Net Assets Fund Balance$1,762,376$1,810,216▲ $47,840
Total Liabilities and Net Assets / Fund Balance$5,386,728$6,751,610▲ $1,364,882

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$210,574--
Equipment$0$11,401-
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
James B OldhamExecutive DirectorFT$49,548$49,548

Board Members and Trustees

NameTitle
Scott ReedPresident & Treasurer
MARY O'HARABoard Vice-president
Kathy RuhfBoard Clerk
Dan RosenbergBoard Member
David AbromowitzBoard Member
Jody BolluytBoard Member
Madeline CantwellBoard Member
Monica McgloinBoard Member
Russ FoxBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$216,020
Program Service Revenue
$185,231
Investment Income
$7,206
Other Revenue
$0
All Other Contributions
$216,020
Change in Net Assets
$47,840

Audited Revenue Reconciliation

Revenue per Audited Statements
$408,457
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$24,902
Total Revenue per Audited Statements
$433,359
Total Revenue per Form 990
$408,457
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$208,543
Salaries, Compensation, and Employee Benefits$152,074
Total Fundraising Expense$3,200
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$126,547$8,950$2,203$137,700
Fees for Services Other$30,587--$30,587
Payroll Taxes$11,225$705$201$12,131
Occupancy$9,379$657$164$10,200
All Other Expenses$6,719$291$557$7,567
Fees for Services Accounting-$6,000-$6,000
Travel$5,057--$5,057
Depreciation Depletion$4,281--$4,281
Other Expenses$2,926$136$34$3,096
Other Employee Benefits$2,062$145$36$2,243
Insurance-$1,950-$1,950
Office Expenses$1,195$171$5$1,371
Conferences and Meetings$149--$149
Total Functional Expenses$338,412$19,005$3,200$360,617

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$385,519
Expenses per Audited Statements$360,617
Total Expenses per Form 990$360,617
Expenses Not Reported on Form 990$24,902
Expenses Not Reported on Financial Statements$0
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Process used to review form 990 staff provide all information for the outside accountant to audit the financial statements. The staff and the board of directors review and approve the audited financial statements. The outside accountant, with staff input, prepares the form 990 based on the audited financial statements. The staff and the ceo review the form 990 and forward to the board. Board reviews and approves. Ceo signs and submits the form 990.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Equity Trust Inc
EIN
06-1337421
Phone
4132566161
Address
PO BOX 746, AMHERST, MA 01004-0746
Doing Business As
Non Profit 501 C 3

Signing Officer

Name
James Oldham
Title
Executive Director
Phone
4132566161
Signed
2016-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Oldham
Formed
1991
Legal Domicile
Ma
Voting Board Members
10
Independent Board Members
9
Employees
4
Volunteers
7

Preparer

Firm
Mullen Scorpio & Cerilli
Address
67 CEDAR STREET, PROVIDENCE, RI 02903
Preparer
Patricia M Cerilli
Phone
4017513860
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The organization evaluates its uncertain tax postions using guidance for contingencies as contained in generally accepted accounting principles. The organization was not aware of any uncertain tax positions that were not provided in the accompanying financial statements.”

Raw XML AppendixShowing 400 of 501 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/Desc0EQUITY TRUST FUND: ENABLING SOCIALLY CONSCIOUS LENDERS AND DONORS TO SUPPORT THE PRESERVATION OF AFFORDABLE WORKING FARMS, THE DEVELOPMENT OF AFFORDABLE HOUSING, AND THE IMPLEMENTATION OF OTHER SOCIALLY BENEFICIAL AND ENVIRONMENTALLY SUSTAINABLE PROJECTS. THE FUND ADDED FIVE NEW PROJECTS IN 2015. THE CURRENT PORTFOLIO AS OF THE END OF THE YEAR INCLUDED TWENTY-NINE PROJECTS REPRESENTING THE FULL RANGE OF THE FUND'S MISSION.
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IRS990/OtherExpensesGrp/ProgramServicesAmt32926
IRS990/OtherExpensesGrp/TotalAmt071724
IRS990/OtherExpensesGrp/TotalAmt156797
IRS990/OtherExpensesGrp/TotalAmt29764
IRS990/OtherExpensesGrp/TotalAmt33096
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02203
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt08950
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0126547
IRS990/OtherSalariesAndWagesGrp/TotalAmt0137700
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt03095158
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt03805104
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0201
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0705
IRS990/PayrollTaxesGrp/ProgramServicesAmt011225
IRS990/PayrollTaxesGrp/TotalAmt012131
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03265
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt013335
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JAMES OLDHAM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525990
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/BusinessCd2541900
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST FROM LOANS
IRS990/ProgramServiceRevenueGrp/Desc1PROPERTY REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2TECHNICAL ASSISTANCE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0141543
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt122299
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt221389
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0141543
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt122299
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt221389
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATION AND TECHNICAL ASSISTANCE TO PROMOTE THE ESTABLISHMENT AND SUSTAINABILITY OF ENVIRONMENTALLY SOUND FARMS THAT BENEFIT THEIR LOCAL COMMUNITIES. SUPPORT FOR THE PERMANENT PROTECTION OF FARMLAND, FARM INFRASTRUCTURE, AND THE AFFORDABILITY OF THESE RESOURCES TO WORKING FARMERS. IN 2015, EQUITY TRUST'S WORK FOCUSED ON ITS HUDSON VALLEY FARM AFFORDABILITY PROGRAM WHILE ALSO SUPPORTING FARM PROTECTION EFFORTS IN MA AND CA; PROVIDING TRAINING FOR LAND TRUSTS ON INNOVATIVE APPROACHES TO FARM PROTECTION; AND RESPONDING TO DOZENS OF ASSISTANCE REQUESTS FROM FARMERS, LAND OWNERS, AND LAND TRUSTS FROM AROUND THE COUNTRY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0240797
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt021190
IRS990/ProgSrvcAccomActy3Grp/Desc0PROPERTY STEWARDSHIP: EQUITY TRUST OWNS AND STEWARDS PERMANENTLY PRESERVED AND AFFORDABLE FARM PROPERITIES IN NEW YORK AND NEW HAMPSHIRE, AND A MIXED-USE BUILDING PROVIDING AFFORDABLE RENTAL HOUSING AND OFFICE SPACE IN MASSACHUSETTS. EQUITY TRUST IS ALSO THE HOLDER OF CONSERVATION EASEMENTS PERMANENTLY PROTECTING FARM PROPERTIES IN CALIFORNIA AND MASSACHUSETTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt020775
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt022299
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0169184
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt09834
IRS990/PYOtherExpensesAmt0186643
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0149679
IRS990/PYRevenuesLessExpensesAmt0-2097
IRS990/PYSalariesCompEmpBnftPaidAmt0144151
IRS990/PYTotalExpensesAmt0330794
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0328697
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt047840
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt0129711
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01640946
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02041276
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0216020
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0169184
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0161481
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt045628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt028050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0620363
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07206
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt031203
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt029093
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt029758
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt090110
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0187370
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0486428
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.42160
IRS990ScheduleA/PublicSupportPY170Pct00.48560
IRS990ScheduleA/PublicSupportTotal170Amt0340500
IRS990ScheduleA/SubstantialContributorsTotAmt0279863
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0216020
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0169184
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0161481
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt045628
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt028050
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0620363
IRS990ScheduleA/TotalSupportAmt0807733
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt024902
IRS990ScheduleD/DonatedServicesUseFcltsAmt024902
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011401
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt011401
IRS990ScheduleD/ExpensesIncurredEnforcementAmt00
IRS990ScheduleD/ExpensesNotReportedAmt024902
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0360617
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt020000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt122088
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt21
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt31
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt4136524
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt5210574
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0DIMOND HILL
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1ROXBURY FARM
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2COVELO,CA CONSERVATION EASEMENT
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3BOXBOROUGH, MA CONSERVATION EASEMENT
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc4TURNERS FALLS, MA
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc5ARTEMIS FARM, NY REAL PROPERTY
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd3F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd4C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd5C
IRS990ScheduleD/PreservationOpenSpaceInd0X
IRS990ScheduleD/RevenueNotReportedAmt024902
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0408457
IRS990ScheduleD/StaffHoursSpentEnforcementCnt012.00
IRS990ScheduleD/StatesEasementsHeldCnt02
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSTIONS USING GUIDANCE FOR CONTINGENCIES AS CONTAINED IN GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. THE ORGANIZATION WAS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS THAT WERE NOT PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalAcreageCnt085.31
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt0389188
IRS990ScheduleD/TotalEasementsCnt02
IRS990ScheduleD/TotalExpensesPerForm990Amt0360617
IRS990ScheduleD/TotalRevenuePerForm990Amt0408457
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0433359
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0385519
IRS990ScheduleD/WrittenPolicyMonitoringInd00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt049548
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JAMES B OLDHAM
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt049548
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,751,610
Liabilities
$4,941,394
Net assets
$1,810,216
Revenue
$408,457
Expenses
$360,617
Net income
$47,840
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.73$4.41$2.32$0.45$0.35$0.10
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.58$4.36$2.23$0.60$0.38$0.21
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.43$4.42$2.01$0.42$0.21$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.21$4.41$1.80$0.59$0.31$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.12$4.59$1.53$0.38$0.75$0.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.49$4.60$1.89$0.46$1.24$0.77
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.14$6.47$2.67$1.18$1.00$0.18
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.05$6.57$2.48$1.01$0.32$0.68
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$8.10$6.30$1.80$0.60$0.61$0.01
2015Detailed filing. Detailed filing data is available for this year.$6.75$4.94$1.81$0.41$0.36$0.05
2014Detailed filing. Detailed filing data is available for this year.$5.39$3.62$1.76$0.33$0.33$0.00
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.17$2.40$1.76$1.28$0.26$1.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.90$2.16$0.74$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$1.90$0.77$0.18
2010Summary only. Only limited summary data is available for this year.$2.52$1.70$0.82$0.20$0.24$0.04