Civic Intelligence

New Haven Preservation Trust Incorporated

990 • Fiscal year 2016 • EIN 06-6047999

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 15, 2017

Organization Profilewww.nhpt.org
922 State Street PO Box 8968New Haven, CT 06507

(203) 562-5919

Siviq Scores

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

Liabilities / Assets

87th percentile

0.36x

Higher debt load relative to assets than 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

94th percentile

0.78x

Higher debt load relative to revenue than 94% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

85th percentile

52%

Faster asset growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

44th percentile

-3.0%

Faster revenue growth than 44% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$388,428

Up $132,818 (+52%) from 2015

Net Assets

Up

$246,744

Up $39,726 (+19%) from 2015

Liabilities

Up

$141,684

Up $93,092 (+192%) from 2015

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin71st percentile

Revenue

Down

$181,792

Down $5,715 (-3.0%) from 2015

Expenses

Down

$155,148

Down $3,704 (-2.3%) from 2015

Net Income

Down

$26,644

Down $2,011 (-7.0%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$600K$400K$200K$0Assets 2010: $156,835Liabilities 2010: $16,995Net Assets 2010: $139,8402010Assets 2011: $192,002Liabilities 2011: $22,490Net Assets 2011: $169,5122011Assets 2012: $323,195Liabilities 2012: $130,518Net Assets 2012: $192,6772012Assets 2013: $242,563Liabilities 2013: $35,369Net Assets 2013: $207,1942013Assets 2014: $310,260Liabilities 2014: $129,767Net Assets 2014: $180,4932014Assets 2015: $255,610Liabilities 2015: $48,592Net Assets 2015: $207,0182015Assets 2016: $388,428Liabilities 2016: $141,684Net Assets 2016: $246,7442016Assets 2017: $350,339Liabilities 2017: $74,826Net Assets 2017: $275,5132017Assets 2018: $298,361Liabilities 2018: $30,930Net Assets 2018: $267,4312018Assets 2019: $433,282Liabilities 2019: $97,657Net Assets 2019: $335,6252019Assets 2020: $387,867Liabilities 2020: $41,594Net Assets 2020: $346,2732020Assets 2021: $512,428Liabilities 2021: $93,520Net Assets 2021: $418,9082021Assets 2022: $401,066Liabilities 2022: $29,393Net Assets 2022: $371,6732022Assets 2023: $539,819Liabilities 2023: $132,395Net Assets 2023: $407,4242023Assets 2024: $528,731Liabilities 2024: $55,135Net Assets 2024: $473,5962024

Highlighted filing

2016

Assets$388,428
Liabilities$141,684
Net Assets$246,744
Open 2016 Filing

Operations Trend

Revenue Growth44th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $122,7382010Expenses 2011: $188,9982011Revenue 2012: $180,078Expenses 2012: $159,529Net Income 2012: $20,5492012Revenue 2013: $179,826Expenses 2013: $182,612Net Income 2013: -$2,7862013Revenue 2014: $141,225Expenses 2014: $182,189Net Income 2014: -$40,9642014Revenue 2015: $187,507Expenses 2015: $158,852Net Income 2015: $28,6552015Revenue 2016: $181,792Expenses 2016: $155,148Net Income 2016: $26,6442016Revenue 2017: $169,115Expenses 2017: $172,580Net Income 2017: -$3,4652017Revenue 2018: $159,106Expenses 2018: $153,208Net Income 2018: $5,8982018Revenue 2019: $175,873Expenses 2019: $160,812Net Income 2019: $15,0612019Revenue 2020: $218,283Expenses 2020: $154,241Net Income 2020: $64,0422020Revenue 2021: $180,555Expenses 2021: $152,610Net Income 2021: $27,9452021Revenue 2022: $186,611Expenses 2022: $172,805Net Income 2022: $13,8062022Revenue 2023: $169,012Expenses 2023: $180,631Net Income 2023: -$11,6192023Revenue 2024: $190,726Expenses 2024: $171,605Net Income 2024: $19,1212024

Highlighted filing

2016

Revenue$181,792
Expenses$155,148
Net Income$26,644
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 15, 2017
Return Version
2016v3.0
Gross Receipts
$181,792
Mission and Program Overview

Mission

Primary purpose is to save and preserve buildings in New Haven, Connecticut through ongoing involvement with the city, Yale University and its neighborhoods, including educational activities such as walking tours of downtown New Haven and area neighborhoods for the general public, area businesses, elementary schools, and colleges.

Preservation of Historical Structures

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$148,280$167,754▲ $19,474
Pledges and Grants Receivable$63,631$166,185▲ $102,554
Cash and Non-Interest-Bearing Accounts$38,383$50,979▲ $12,596
Land, Buildings, and Equipment, Net$3,172$2,324▼ $848
Prepaid Expenses and Deferred Charges$1,644$786▼ $858
Inventories for Sale or Use$500$400▼ $100
Total Assets$255,610$388,428▲ $132,818
Liabilities
Deferred Revenue$43,750$137,000▲ $93,250
Accounts Payable and Accrued Expenses$4,699$4,684▼ $15
Other Liabilities$143$0▼ $143
Total Liabilities$48,592$141,684▲ $93,092
Net Assets / Fund Balance
Temporarily Rstr Net Assets$113,313$128,619▲ $15,306
Unrestricted Net Assets$58,738$78,990▲ $20,252
Permanently Rstr Net Assets$34,967$39,135▲ $4,168
Total Net Assets Fund Balance$207,018$246,744▲ $39,726
Total Liabilities and Net Assets / Fund Balance$255,610$388,428▲ $132,818

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,324$3,536$5,860
Leasehold Improvements$0$525$525
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Bruce PeabodyPresident
Pedro SotoFirst Vice President
Jason Bischoff-WurstleSecond Vice President
Allan J PlattusDirector
Channing HarrisDirector
Elsie ChapmanDirector
George Aurthur Duo DickinsonDirector
Glenn A TrunkfieldDirector
Jill E MartinDirector
Joseph DzedaDirector
Karin KrochmalDirector
Leon BaileyDirector
Margaret ChambersDirector
Marianne MazanDirector
Patricia A KaneDirector
Robert W GrzywaczDirector
Roberta PiletteDirector
Susan JacobsonDirector
Yesooh Kim PhDDirector
Charlotte ReaAssistant Secretary
Rona Johnston GordonAssistant Treasurer
AH ChadderdonSecretary
Susan GodshallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$159,376
Program Service Revenue
$18,409
Investment Income
$4,007
Other Revenue
$0
All Other Contributions
$73,566
Change in Net Assets
$26,644

Audited Revenue Reconciliation

Revenue per Audited Statements
$181,792
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$13,082
Total Revenue per Audited Statements
$194,874
Total Revenue per Form 990
$181,792
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$92,743
Salaries, Compensation, and Employee Benefits$51,905
Grants and Similar Amounts Paid$10,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$35,915$11,971-$47,886
Fees for Services Other$24,966$8,322-$33,288
Occupancy$13,380$4,460-$17,840
Grants to Domestic Orgs$10,500--$10,500
All Other Expenses$4,505$1,501-$6,006
Payroll Taxes$3,014$1,005-$4,019
Fees for Services Accounting$2,850$950-$3,800
Information Technology$2,707$903-$3,610
Office Expenses$2,370$790-$3,160
Insurance$2,117$705-$2,822
Other Expenses$1,743$581-$2,324
Depreciation Depletion$636$212-$848
Advertising$354$118-$472
Travel$114$38-$152
Fees for Service Investment Mgmnt Fees$18$6-$24
Total Functional Expenses$121,486$33,662$0$155,148

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$155,148
Total Expenses per Audited Statements$155,148
Total Expenses per Form 990$155,148
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
123 Church Street Associates LLCNew Haven, CT-Building Preservation$7,000
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
Annual disclosure for covered persons
Yes
Audit committee
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
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 A, line 6

“The Organization has members.”

Form 990, Part VI, Section A, line 7A

“The Organization has members that can elect or appoint members of the governing body.”

Form 990, Part VI, Section B, line 11B

“The Board reviews the Form 990 before it is filed.”

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

“All board memebers are required to disclose in writing all conflicts that exist at the beginning of each fiscal year.”

Form 990, Part VI, Section B, line 15

“All employees compensation is reviewed annually by the Board and any payroll increases are documented using current data.”

Form 990, Part VI, Section C, line 19

“All applicable documents will be available upon request.”

Filing and Contact Details

Filer

Filer Name
New Haven Preservation Trust
EIN
06-6047999
Phone
2035625919
Address
922 State Street PO Box 8968, New Haven, CT 06507

Signing Officer

Name
Bruce Peabody
Title
President
Phone
2035625919
Signed
2017-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Peabody
Formed
1961
Legal Domicile
Ct
Voting Board Members
22
Independent Board Members
22
Employees
3
Volunteers
25

Preparer

Firm
Michael J Paolini CPA
Address
174 Cherry Street, Milford, CT 06460
Phone
2038760445
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Contractual Administrative: Program service expenses 24966. Management and general expenses 8322. Fundraising expenses 0. Total expenses 33288.”

Form 990, Part XII, Line 2C

“The Organization's board of directors assumes responsibility for oversight of the audit of the Organization's financial statements as well as the hiring of an independent accountant.”

Financial Statement Notes

Part X, Line 2:

“The Organization is a not-for-profit corporation exempt from federal income taxes under Section 501(c) (3) of the Internal Revenue Code. On January 1, 2009, the Organization adopted the recognition requirements for uncertain income tax positions as required by generally accepted accounting principles, with no cumulative effect adjustment required. Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return only when it is determined that the income tax position will more likely than not be sustained upon examination by taxing authorities. The Organization has analyzed tax positions taken for filing with the Internal Revenue Service and all state jurisdictions where it operates. The Organization believes that its income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in material adverse effects on the Organizations financial condition, results of operations or cash flows. Accordingly, the Organization has no recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions as of December 31, 2016. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Organization believes it is no longer subject to income tax examinations for years prior to 2011. The Organizations policy is to classify income tax related interest and penalties in interest expense and other expenses, respectively.”

Raw XML AppendixShowing 400 of 587 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/PersonNm0Bruce Peabody
IRS990/Form990PartVIISectionAGrp/PersonNm1Pedro Soto
IRS990/Form990PartVIISectionAGrp/PersonNm2Jason Bischoff-Wurstle
IRS990/Form990PartVIISectionAGrp/PersonNm3Susan Godshall
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IRS990/Form990PartVIISectionAGrp/PersonNm5Charlotte Rea
IRS990/Form990PartVIISectionAGrp/PersonNm6Rona Johnston Gordon
IRS990/Form990PartVIISectionAGrp/PersonNm7George Aurthur Duo Dickinson
IRS990/Form990PartVIISectionAGrp/PersonNm8Margaret Chambers
IRS990/Form990PartVIISectionAGrp/PersonNm9Joseph Dzeda
IRS990/Form990PartVIISectionAGrp/PersonNm10Elsie Chapman
IRS990/Form990PartVIISectionAGrp/PersonNm11Channing Harris
IRS990/Form990PartVIISectionAGrp/PersonNm12Robert W Grzywacz
IRS990/Form990PartVIISectionAGrp/PersonNm13Susan Jacobson
IRS990/Form990PartVIISectionAGrp/PersonNm14Yesooh Kim PhD
IRS990/Form990PartVIISectionAGrp/PersonNm15Leon Bailey
IRS990/Form990PartVIISectionAGrp/PersonNm16Patricia A Kane
IRS990/Form990PartVIISectionAGrp/PersonNm17Jill E Martin
IRS990/Form990PartVIISectionAGrp/PersonNm18Marianne Mazan
IRS990/Form990PartVIISectionAGrp/PersonNm19Roberta Pilette
IRS990/Form990PartVIISectionAGrp/PersonNm20Allan J Plattus
IRS990/Form990PartVIISectionAGrp/PersonNm21Glenn A Trunkfield
IRS990/Form990PartVIISectionAGrp/PersonNm22Karin Krochmal
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1First Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Second Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Assistant Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Assistant Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01961
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0830
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GovernmentGrantsAmt068750
IRS990/GrantAmt010500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt010500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt010500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0830
IRS990/GrossReceiptsAmt0181792
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0903
IRS990/InformationTechnologyGrp/ProgramServicesAmt02707
IRS990/InformationTechnologyGrp/TotalAmt03610
IRS990/InsuranceGrp/ManagementAndGeneralAmt0705
IRS990/InsuranceGrp/ProgramServicesAmt02117
IRS990/InsuranceGrp/TotalAmt02822
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0500
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0400
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt03177
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03177
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0148280
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0167754
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04061
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03172
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02324
IRS990/LandBldgEquipCostOrOtherBssAmt06385
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt017060
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Primary purpose is to save and preserve buildings in New Haven, Connecticut through ongoing involvement with the city, Yale University and its neighborhoods, including educational activities such as walking tours of downtown New Haven and area neighborhoods for the general public, area businesses, elementary schools, and colleges.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0207018
IRS990/NetAssetsOrFundBalancesEOYAmt0246744
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0830
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0830
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt013082
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt04460
IRS990/OccupancyGrp/ProgramServicesAmt013380
IRS990/OccupancyGrp/TotalAmt017840
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0790
IRS990/OfficeExpensesGrp/ProgramServicesAmt02370
IRS990/OfficeExpensesGrp/TotalAmt03160
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Programs Expense
IRS990/OtherExpensesGrp/Desc1Equipment Rental
IRS990/OtherExpensesGrp/Desc2Telephone
IRS990/OtherExpensesGrp/Desc3Utilities
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01498
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1602
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2581
IRS990/OtherExpensesGrp/ProgramServicesAmt010000
IRS990/OtherExpensesGrp/ProgramServicesAmt14493
IRS990/OtherExpensesGrp/ProgramServicesAmt21804
IRS990/OtherExpensesGrp/ProgramServicesAmt31743
IRS990/OtherExpensesGrp/TotalAmt010000
IRS990/OtherExpensesGrp/TotalAmt15991
IRS990/OtherExpensesGrp/TotalAmt22406
IRS990/OtherExpensesGrp/TotalAmt32324
IRS990/OtherLiabilitiesGrp/BOYAmt0143
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01005
IRS990/PayrollTaxesGrp/ProgramServicesAmt03014
IRS990/PayrollTaxesGrp/TotalAmt04019
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt034967
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt039135
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt063631
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0166185
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01644
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0786
IRS990/PrincipalOfficerNm0Bruce Peabody
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Service Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt018409
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt018409
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0157174
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03000
IRS990/PYInvestmentIncomeAmt03794
IRS990/PYOtherExpensesAmt063917
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt026539
IRS990/PYRevenuesLessExpensesAmt028655
IRS990/PYSalariesCompEmpBnftPaidAmt091935
IRS990/PYTotalExpensesAmt0158852
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0187507
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt026644
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt022416
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0159375
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0157096
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0127657
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0162085
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0151241
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0757454
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04007

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$388,428
Liabilities
$141,684
Net assets
$246,744
Revenue
$181,792
Expenses
$155,148
Net income
$26,644
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.29$0.55$4.74$1.91$1.72$0.19
2023Detailed filing. Detailed filing data is available for this year.$5.40$1.32$4.07$1.69$1.81$0.12
2022Detailed filing. Detailed filing data is available for this year.$4.01$0.29$3.72$1.87$1.73$0.14
2021Detailed filing. Detailed filing data is available for this year.$5.12$0.94$4.19$1.81$1.53$0.28
2020Detailed filing. Detailed filing data is available for this year.$3.88$0.42$3.46$2.18$1.54$0.64
2019Detailed filing. Detailed filing data is available for this year.$4.33$0.98$3.36$1.76$1.61$0.15
2018Detailed filing. Detailed filing data is available for this year.$2.98$0.31$2.67$1.59$1.53$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.75$2.76$1.69$1.73$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.88$1.42$2.47$1.82$1.55$0.27
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.56$0.49$2.07$1.88$1.59$0.29
2014Detailed filing. Detailed filing data is available for this year.$3.10$1.30$1.80$1.41$1.82$0.41
2013Detailed filing. Detailed filing data is available for this year.$2.43$0.35$2.07$1.80$1.83$0.03
2012Summary only. Only limited summary data is available for this year.$3.23$1.31$1.93$1.80$1.60$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.22$1.70$1.89
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.17$1.40$1.23