Civic Intelligence

Equity Trust Inc.

990 • Fiscal year 2017 • EIN 06-1337421

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

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.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

95th percentile

6.53x

Higher debt load relative to revenue than 95% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

24th percentile

$49,697

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

67%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$9,052,442

Up $950,990 (+12%) from 2016

Net Assets

Up

$2,483,775

Up $681,855 (+38%) from 2016

Liabilities

Up

$6,568,667

Up $269,135 (+4.3%) from 2016

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin95th percentile

Revenue

Up

$1,005,450

Up $403,000 (+67%) from 2016

Expenses

Down

$323,595

Down $287,151 (-47%) from 2016

Net Income

Up

$681,855

Up $690,151 (+8319%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2017

Assets$9,052,442
Liabilities$6,568,667
Net Assets$2,483,775
Open 2017 Filing

Operations Trend

Revenue Growth90th 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

2017

Revenue$1,005,450
Expenses$323,595
Net Income$681,855
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.2
Gross Receipts
$1,005,450
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$4,736,378$4,702,177▼ $34,201
Savings and Temporary Cash Investments$2,251,685$3,172,027▲ $920,342
Cash and Non-Interest-Bearing Accounts$684,591$684,591→ $0
Investments Program Related$388,055$417,509▲ $29,454
Accounts Receivable$28,063$71,435▲ $43,372
Pledges and Grants Receivable$12,245$4,200▼ $8,045
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$8,101,452$9,052,442▲ $950,990
Other Assets Total$435$503▲ $68
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,165,437$6,425,092▲ $259,655
Deferred Revenue$71,250$82,500▲ $11,250
Accounts Payable and Accrued Expenses$41,000$41,142▲ $142
Other Liabilities$21,845$19,933▼ $1,912
Total Liabilities$6,299,532$6,568,667▲ $269,135
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,649,548$2,351,989▲ $702,441
Unrestricted Net Assets$152,372$131,786▼ $20,586
Total Net Assets Fund Balance$1,801,920$2,483,775▲ $681,855
Total Liabilities and Net Assets / Fund Balance$8,101,452$9,052,442▲ $950,990

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$11,401-
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseTotal
James B OldhamExecutive DirectorFT$49,697$49,697

Board Members and Trustees

NameTitle
Scott ReedPresident
Jody BolluytVice President
David AbromowitzBoard Member
Monica McgloinBoard Member
Russ FoxBoard Member
Madeline CantwellClerk
Dan RosenbergTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$795,115
Program Service Revenue
$199,228
Investment Income
$11,107
Other Revenue
$0
All Other Contributions
$795,115
Change in Net Assets
$681,855

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,005,450
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$39,817
Total Revenue per Audited Statements
$1,045,267
Total Revenue per Form 990
$1,005,450
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$175,850
Salaries, Compensation, and Employee Benefits$147,745
Total Fundraising Expense$3,019
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$118,459$13,310$1,331$133,100
Fees for Services Other$21,933--$21,933
Payroll Taxes$10,108$823$407$11,338
Occupancy$9,079$998$123$10,200
Fees for Services Accounting-$6,500-$6,500
Travel$5,758--$5,758
Depreciation Depletion$5,596--$5,596
Other Employee Benefits$2,943$324$40$3,307
Other Expenses$2,747$197$26$2,970
Insurance$79$2,488-$2,567
Fees for Services Legal$983--$983
Office Expenses$524$25$174$723
Conferences and Meetings$50--$50
All Other Expenses$-12,624$450$918$-11,256
Total Functional Expenses$295,461$25,115$3,019$323,595

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$363,412
Expenses per Audited Statements$323,595
Total Expenses per Form 990$323,595
Expenses Not Reported on Form 990$39,817
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Others$19,933
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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 11B

“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

Signing Officer

Name
James Oldham
Title
Executive Director
Phone
4132566161
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Oldham
Formed
1991
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
7
Employees
4
Volunteers
0

Preparer

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

Additional Explanations

Form 990, Part IX, Line 24E

“Printing & postage: program service expenses 1,996. Management and general expenses 57. Fundraising expenses 822. Total expenses 2,875. Filing fees-membership: program service expenses 500. Management and general expenses 390. Fundraising expenses 0. Total expenses 890. Brokerage/bank fees: program service expenses 280. Management and general expenses 3. Fundraising expenses 96. Total expenses 379. Miscellaneous: program service expenses 350. Management and general expenses 0. Fundraising expenses 0. Total expenses 350. Staff development & outreach: program service expenses 60. Management and general expenses 0. Fundraising expenses 0. Total expenses 60. Loan loss: program service expenses -15,810. Management and general expenses 0. Fundraising expenses 0. Total expenses -15,810.”

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.”

Part II, Line 9

“Conservation easements are acquired through donation or purchased at appraised value, but are carried as an asset on the books at $1, since they are considered to have no market value.”

Raw XML AppendixShowing 400 of 461 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/OtherExpensesGrp/FundraisingAmt026
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0197
IRS990/OtherExpensesGrp/ProgramServicesAmt0105304
IRS990/OtherExpensesGrp/ProgramServicesAmt117486
IRS990/OtherExpensesGrp/ProgramServicesAmt27036
IRS990/OtherExpensesGrp/ProgramServicesAmt32747
IRS990/OtherExpensesGrp/TotalAmt0105304
IRS990/OtherExpensesGrp/TotalAmt117486
IRS990/OtherExpensesGrp/TotalAmt27036
IRS990/OtherExpensesGrp/TotalAmt32970
IRS990/OtherLiabilitiesGrp/BOYAmt021845
IRS990/OtherLiabilitiesGrp/EOYAmt019933
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01331
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013310
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0118459
IRS990/OtherSalariesAndWagesGrp/TotalAmt0133100
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt04736378
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt04702177
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0407
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0823
IRS990/PayrollTaxesGrp/ProgramServicesAmt010108
IRS990/PayrollTaxesGrp/TotalAmt011338
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt012245
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt04200
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/RelatedOrExemptFuncIncomeAmt0167564
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt122737
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt28927
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0167564
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt122737
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt28927
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 2017, EQUITY TRUST'S WORK FOCUSED ON ITS HUDSON VALLEY FARM AFFORDABILITY PROGRAM WHILE ALSO SUPPORTING FARM PROTECTION EFFORTS IN MA, CA, PA, AND CO; 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/ExpenseAmt0179579
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt092299
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/ExpenseAmt089515
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt022737
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0416598
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt08825
IRS990/PYOtherExpensesAmt0470938
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0177027
IRS990/PYRevenuesLessExpensesAmt0-8296
IRS990/PYSalariesCompEmpBnftPaidAmt0139808
IRS990/PYTotalExpensesAmt0610746
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0602450
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0681855
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt084192
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02251685
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03172027
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION: PARTIAL PYMT OF $1M CHALLENGE GRANT AWARD 9/13 DATE: 05/15/17 AMOUNT: 360000.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0435115
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0416598
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0216020
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0169184
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0161481
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01398398
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt033844
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt032337
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07206
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt031203
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt029093
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0133683
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0715389
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.49490
IRS990ScheduleA/PublicSupportPY170Pct00.35810
IRS990ScheduleA/PublicSupportTotal170Amt0758216
IRS990ScheduleA/SubstantialContributorsTotAmt0640182
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0435115
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0416598
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0216020
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0169184
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0161481
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01398398
IRS990ScheduleA/TotalSupportAmt01532081
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt039817
IRS990ScheduleD/DonatedServicesUseFcltsAmt039817
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011401
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt011401
IRS990ScheduleD/ExpensesIncurredEnforcementAmt00
IRS990ScheduleD/ExpensesNotReportedAmt039817
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0323595
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt019933
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD FOR OTHERS
IRS990ScheduleD/PreservationOpenSpaceInd0X
IRS990ScheduleD/RevenueNotReportedAmt039817
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01005450
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/ExplanationTxt1CONSERVATION EASEMENTS ARE ACQUIRED THROUGH DONATION OR PURCHASED AT APPRAISED VALUE, BUT ARE CARRIED AS AN ASSET ON THE BOOKS AT $1, SINCE THEY ARE CONSIDERED TO HAVE NO MARKET VALUE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART II, LINE 9
IRS990ScheduleD/TotalAcreageCnt085.31
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalEasementsCnt02
IRS990ScheduleD/TotalExpensesPerForm990Amt0323595
IRS990ScheduleD/TotalLiabilityAmt019933
IRS990ScheduleD/TotalRevenuePerForm990Amt01005450
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01045267
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0363412
IRS990ScheduleD/WrittenPolicyMonitoringInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROCESS 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRINTING & POSTAGE: PROGRAM SERVICE EXPENSES 1,996. MANAGEMENT AND GENERAL EXPENSES 57. FUNDRAISING EXPENSES 822. TOTAL EXPENSES 2,875. FILING FEES-MEMBERSHIP: PROGRAM SERVICE EXPENSES 500. MANAGEMENT AND GENERAL EXPENSES 390. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 890. BROKERAGE/BANK FEES: PROGRAM SERVICE EXPENSES 280. MANAGEMENT AND GENERAL EXPENSES 3. FUNDRAISING EXPENSES 96. TOTAL EXPENSES 379. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 350. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 350. STAFF DEVELOPMENT & OUTREACH: PROGRAM SERVICE EXPENSES 60. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60. LOAN LOSS: PROGRAM SERVICE EXPENSES -15,810. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -15,810.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0EQUITY TRUST INC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0EQUITY TRUST HUDSON VALLEY FARM AFFORDABILITY FUND LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0464682444
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt03523004
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0TO CONSERVE WORKING FARMS IN THE HUDSON VALLEY, NY
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt084766
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt0PO BOX 746
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0AMHERST
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd0010040746
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/StatesWhereCopyOfReturnIsFldCd1MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01649548
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt02351989
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08101452
IRS990/TotalAssetsEOYAmt09052442
IRS990/TotalAssetsGrp/BOYAmt08101452
IRS990/TotalAssetsGrp/EOYAmt09052442
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0795115
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03019
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt025115
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0295461
IRS990/TotalFunctionalExpensesGrp/TotalAmt0323595
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06299532
IRS990/TotalLiabilitiesEOYAmt06568667
IRS990/TotalLiabilitiesGrp/BOYAmt06299532
IRS990/TotalLiabilitiesGrp/EOYAmt06568667
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01801920
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02483775
IRS990/TotalOtherCompensationAmt00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,052,442
Liabilities
$6,568,667
Net assets
$2,483,775
Revenue
$1,005,450
Expenses
$323,595
Net income
$681,855
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
2017Detailed filing. Detailed filing data is available for this year.$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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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