Civic Intelligence

Equity Trust Inc.

990 • Fiscal year 2019 • EIN 06-1337421

Jan 01, 2019 to Dec 31, 2019 • Filed on May 06, 2020

Organization ProfileEQUITYTRUST.ORG
PO Box 746Amherst, MA 01004

(413) 256-6161

Siviq Scores

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

Liabilities / Assets

84th percentile

0.71x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

96th percentile

9.90x

Higher debt load relative to revenue than 96% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

2nd percentile

-166%

Higher net margin than 2% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

25th percentile

$51,705

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

3rd percentile

-29%

Faster asset growth than 3% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-61%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$6,494,144

Down $2,644,987 (-29%) from 2018

Net Assets

Down

$1,893,997

Down $772,327 (-29%) from 2018

Liabilities

Down

$4,600,147

Down $1,872,660 (-29%) from 2018

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin2nd percentile

Revenue

Down

$464,543

Down $717,961 (-61%) from 2018

Expenses

Up

$1,236,870

Up $236,915 (+24%) from 2018

Net Income

Down

-$772,327

Down $954,876 (-523%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2019

Assets$6,494,144
Liabilities$4,600,147
Net Assets$1,893,997
Open 2019 Filing

Operations Trend

Revenue Growth4th 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

2019

Revenue$464,543
Expenses$1,236,870
Net Income-$772,327
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 6, 2020
Return Version
2019v5.1
Gross Receipts
$464,543
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,861,247$2,980,283▼ $880,964
Other Notes and Loans Receivable, Net$4,757,176$2,966,431▼ $1,790,745
Investments Program Related$397,342$397,342→ $0
Accounts Receivable$119,451$130,799▲ $11,348
Cash and Non-Interest-Bearing Accounts$82$16,757▲ $16,675
Pledges and Grants Receivable$3,400$2,105▼ $1,295
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$9,139,131$6,494,144▼ $2,644,987
Other Assets Total$433$427▼ $6
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,325,995$4,436,407▼ $1,889,588
Accounts Payable and Accrued Expenses$38,559$102,327▲ $63,768
Other Liabilities$24,209$45,069▲ $20,860
Deferred Revenue$84,044$16,344▼ $67,700
Total Liabilities$6,472,807$4,600,147▼ $1,872,660
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,539,348$1,781,574▼ $757,774
Net Assets Without Donor Restrictions$126,976$112,423▼ $14,553
Total Net Assets Fund Balance$2,666,324$1,893,997▼ $772,327
Total Liabilities and Net Assets / Fund Balance$9,139,131$6,494,144▼ $2,644,987

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$8,144$8,144
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseTotal
James OldhamExecutive DirectorFT$51,705$51,705

Board Members and Trustees

NameTitle
Scott ReedPresident
Jody BolluytVice President
Russ FoxDirector
David AbromowitzDIRECTOR "PAST"
Monica McgloinDIRECTOR "PAST"
Madeline MillerClerk
Dan RosenbergTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$213,862
Program Service Revenue
$223,517
Investment Income
$27,164
Other Revenue
$0
All Other Contributions
$213,862
Change in Net Assets
$-772,327

Audited Revenue Reconciliation

Revenue per Audited Statements
$464,543
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$43,388
Total Revenue per Audited Statements
$507,931
Total Revenue per Form 990
$464,543
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,086,828
Salaries, Compensation, and Employee Benefits$150,042
Total Fundraising Expense$5,009
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$98,152--$98,152
Other Salaries and Wages$73,296$11,754$1,218$86,268
Current Officers, Directors, Trustees, and Key Employees$46,379$3,154$2,172$51,705
Payroll Taxes$10,189$1,269$289$11,747
Occupancy$8,847$1,102$251$10,200
Fees for Services Accounting-$8,750-$8,750
Office Expenses$5,645$1,089$1,071$7,805
Fees for Services Other$5,925--$5,925
Fees for Services Legal$4,413$224-$4,637
Insurance$872$2,755-$3,627
Travel$1,486--$1,486
Other Employee Benefits$279$35$8$322
Other Expenses$283--$283
Total Functional Expenses$1,201,729$30,132$5,009$1,236,870

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,280,258
Expenses per Audited Statements$1,236,870
Total Expenses per Form 990$1,236,870
Expenses Not Reported on Form 990$43,388
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$45,069
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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

“Staff provides all information for outside accountant to prepare audited financial statements. Staff reviews and forwards to board for approval. Outside accountant, with staff input, prepares form 990 and relevant state returns based on audited financial statements. Staff reviews and forwards to board for approval.”

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

“Board members sign off on the conflict of interest policy annualy and identify any potential conflicts.”

Form 990, Part VI, Section B, Line 15

“Within the past two years, the board's personnel committee used data published by third sector new england to research compensation levels at similar organizations in the region. They found that the executive director compensation was at approximately the 50th percentile for organizations with a budget of less than $250k, but noticeably below that for various other samples (they did not determine which sample was the best fit). Compared only to similar organizations in western mass, we have the lowest top salary. For other staff, it appears our compensation is roughly similar to comparable positions at comparable organizations, with salaries becoming closer farther down the scale (that is, we have a much flatter scale than most organizations). This was a first step in a comprehensive look at possible changes to the organization's salary and benefits packages.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Equity Trust Inc
EIN
06-1337421
Phone
4132566161
Address
PO BOX 746, AMHERST, MA 01004

Signing Officer

Name
James Oldham
Title
Executive Director
Phone
4132566161
Signed
2020-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Oldham
Formed
1991
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
5
Employees
4
Volunteers
10

Preparer

Firm
Boisselle Morton & Wolkowicz Llp
Address
48 BAY ROAD PO BOX 374, HADLEY, MA 01035
Preparer
Joseph P Wolkowicz CPA
Phone
4135870099
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of directors assumes responsibility for oversight of the audit of its financial statements and selection of an indpendent auditor. This process has not changed during 2019.”

Financial Statement Notes

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 468 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/OtherEmployeeBenefitsGrp/TotalAmt0322
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1PROV FOR DOUBTFUL ACCTS
IRS990/OtherExpensesGrp/Desc2PROV FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc3OUTREACH
IRS990/OtherExpensesGrp/ProgramServicesAmt0869995
IRS990/OtherExpensesGrp/ProgramServicesAmt154350
IRS990/OtherExpensesGrp/ProgramServicesAmt221618
IRS990/OtherExpensesGrp/ProgramServicesAmt3283
IRS990/OtherExpensesGrp/TotalAmt0869995
IRS990/OtherExpensesGrp/TotalAmt154350
IRS990/OtherExpensesGrp/TotalAmt221618
IRS990/OtherExpensesGrp/TotalAmt3283
IRS990/OtherLiabilitiesGrp/BOYAmt024209
IRS990/OtherLiabilitiesGrp/EOYAmt045069
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01218
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt011754
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt073296
IRS990/OtherSalariesAndWagesGrp/TotalAmt086268
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt04757176
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt02966431
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0289
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01269
IRS990/PayrollTaxesGrp/ProgramServicesAmt010189
IRS990/PayrollTaxesGrp/TotalAmt011747
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03400
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02105
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JAMES OLDHAM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525990
IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
IRS990/ProgramServiceRevenueGrp/BusinessCd2531390
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST FROM LOANS
IRS990/ProgramServiceRevenueGrp/Desc1TECHNICAL ASSISTANCE
IRS990/ProgramServiceRevenueGrp/Desc2PROPERTY REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0202847
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt119676
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2994
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0202847
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt119676
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2994
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 2019, EQUITY TRUST'S WORK FOCUSED ON ITS HUDSON VALLEY FARM AFFORDABILITY PROGRAM; SUPPORTING FARM LAND ACCESS FOR IMMIGRANT FARMERS IN MA; FACILITATING FARMER/LAND TRUST PARTNERSHIPS IN MA AND PA; PROVIDING TRAINING FOR LAND TRUSTS ON INNOVATIVE FARM PROTECTIONS; AND RESPONDING TO ASSISTANCE REQUESTS FROM FARMERS, LAND OWNERS, AND LAND TRUSTS FROM AROUND THE COUNTRY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01078012
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0125909
IRS990/ProgSrvcAccomActy3Grp/Desc0PROPERTY STEWARDSHIP: EQUITY TRUST OWNS AND STEWARDS PERMANENTLY PRESERVED AND AFFORDABLE FARM PROPERITIES IN NEW YORK AND NEW HAMPSHIRE AND HOLDS CONSERVATION EASEMENTS PERMANENTLY PROTECTING FARM PROPERTIES IN CALIFORNIA AND MASSACHUSETTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt019294
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0994
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0848408
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt045120
IRS990/PYOtherExpensesAmt0844658
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0288976
IRS990/PYRevenuesLessExpensesAmt0182549
IRS990/PYSalariesCompEmpBnftPaidAmt0155297
IRS990/PYTotalExpensesAmt0999955
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01182504
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-772327
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt096614
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03861247
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02980283
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0124239
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0298031
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0435115
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0416598
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0216020
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01490003
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt028158
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt022094
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt033844
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt032337
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07206
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0123639
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.56140
IRS990ScheduleA/PublicSupportPY170Pct00.52590
IRS990ScheduleA/PublicSupportTotal170Amt0905822
IRS990ScheduleA/SubstantialContributorsTotAmt0584181
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0124239
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0298031
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0435115
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0416598
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0216020
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01490003
IRS990ScheduleA/TotalSupportAmt01613642
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/DonatedServicesAndUseFcltsAmt043388
IRS990ScheduleD/DonatedServicesUseFcltsAmt043388
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08144
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08144
IRS990ScheduleD/ExpensesNotReportedAmt043388
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01236870
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt045069
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD FOR OTHERS
IRS990ScheduleD/PreservationOpenSpaceInd0X
IRS990ScheduleD/RevenueNotReportedAmt043388
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0464543
IRS990ScheduleD/StaffHoursSpentEnforcementCnt020.00
IRS990ScheduleD/StatesEasementsHeldCnt02
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CONSERVATION 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 II, LINE 9:
IRS990ScheduleD/TotalAcreageCnt0105.32
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalEasementsCnt03
IRS990ScheduleD/TotalExpensesPerForm990Amt01236870
IRS990ScheduleD/TotalLiabilityAmt045069
IRS990ScheduleD/TotalRevenuePerForm990Amt0464543
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0507931
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01280258
IRS990ScheduleD/WrittenPolicyMonitoringInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STAFF PROVIDES ALL INFORMATION FOR OUTSIDE ACCOUNTANT TO PREPARE AUDITED FINANCIAL STATEMENTS. STAFF REVIEWS AND FORWARDS TO BOARD FOR APPROVAL. OUTSIDE ACCOUNTANT, WITH STAFF INPUT, PREPARES FORM 990 AND RELEVANT STATE RETURNS BASED ON AUDITED FINANCIAL STATEMENTS. STAFF REVIEWS AND FORWARDS TO BOARD FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS SIGN OFF ON THE CONFLICT OF INTEREST POLICY ANNUALY AND IDENTIFY ANY POTENTIAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WITHIN THE PAST TWO YEARS, THE BOARD'S PERSONNEL COMMITTEE USED DATA PUBLISHED BY THIRD SECTOR NEW ENGLAND TO RESEARCH COMPENSATION LEVELS AT SIMILAR ORGANIZATIONS IN THE REGION. THEY FOUND THAT THE EXECUTIVE DIRECTOR COMPENSATION WAS AT APPROXIMATELY THE 50TH PERCENTILE FOR ORGANIZATIONS WITH A BUDGET OF LESS THAN $250K, BUT NOTICEABLY BELOW THAT FOR VARIOUS OTHER SAMPLES (THEY DID NOT DETERMINE WHICH SAMPLE WAS THE BEST FIT). COMPARED ONLY TO SIMILAR ORGANIZATIONS IN WESTERN MASS, WE HAVE THE LOWEST TOP SALARY. FOR OTHER STAFF, IT APPEARS OUR COMPENSATION IS ROUGHLY SIMILAR TO COMPARABLE POSITIONS AT COMPARABLE ORGANIZATIONS, WITH SALARIES BECOMING CLOSER FARTHER DOWN THE SCALE (THAT IS, WE HAVE A MUCH FLATTER SCALE THAN MOST ORGANIZATIONS). THIS WAS A FIRST STEP IN A COMPREHENSIVE LOOK AT POSSIBLE CHANGES TO THE ORGANIZATION'S SALARY AND BENEFITS PACKAGES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED DURING 2019.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0EQUITY TRUST INC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0EQUITY TRUST HUDSON VALLEY FARM AFFORDABILITY FUND LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0464682444
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt01088650
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0TO CONSERVE WORKING FARMS IN THE HUDSON VALLEY, NY
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt0116850
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt0PO BOX 746
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0AMHERST
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd001004
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/StatesWhereCopyOfReturnIsFldCd1MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt09139131
IRS990/TotalAssetsEOYAmt06494144
IRS990/TotalAssetsGrp/BOYAmt09139131
IRS990/TotalAssetsGrp/EOYAmt06494144
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0213862
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05009
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030132
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01201729
IRS990/TotalFunctionalExpensesGrp/TotalAmt01236870

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,494,144
Liabilities
$4,600,147
Net assets
$1,893,997
Revenue
$464,543
Expenses
$1,236,870
Net income
-$772,327
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
2019Detailed filing. Detailed filing data is available for this year.$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
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