Civic Intelligence

Newburyport Preservation Trust Inc

EIN 20-1258336 • 501(c)3 • Newburyport, MA

Profile

To bring people together from Newburyport and beyond who value the preservation of the citys period architecture, neighborhood ambiance, heritage landscapes, and authentic historic character.

PO Box 184Newburyport, MA 01950

nbptpreservationtrust.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

56th percentile

4.6%

Higher net margin than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

49th percentile

-2.8%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

32nd percentile

-22%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$69,610

Down $1,976 (-2.8%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$69,610

Down $1,976 (-2.8%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin56th percentile

Revenue

Down

$27,387

Down $7,941 (-22%) from 2022

Expenses

Down

$26,129

Down $6,893 (-21%) from 2022

Net Income

Down

$1,258

Down $1,048 (-45%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2010: $70,364Liabilities 2010: $151Net Assets 2010: $70,2132010Assets 2011: $62,772Liabilities 2011: $439Net Assets 2011: $62,3332011Assets 2012: $26,482Liabilities 2012: $10Net Assets 2012: $26,4722012Assets 2013: $27,840Liabilities 2013: $17Net Assets 2013: $27,8232013Assets 2014: $15,994Liabilities 2014: $0Net Assets 2014: $15,9942014Assets 2015: $14,592Liabilities 2015: $179Net Assets 2015: $14,4132015Assets 2016: $17,915Liabilities 2016: $161Net Assets 2016: $17,7542016Assets 2017: $33,713Liabilities 2017: $143Net Assets 2017: $33,5702017Assets 2018: $38,224Liabilities 2018: $02018Assets 2019: $45,912Liabilities 2019: $02019Assets 2020: $53,786Liabilities 2020: $02020Assets 2021: $66,099Net Assets 2021: $66,0992021Assets 2022: $71,586Net Assets 2022: $71,5862022Assets 2023: $69,610Net Assets 2023: $69,6102023

Highlighted filing

2023

Assets$69,610
Liabilities-
Net Assets$69,610
Open 2023 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2010: $50,673Expenses 2010: $72,454Net Income 2010: -$21,7812010Revenue 2011: $39,613Expenses 2011: $47,493Net Income 2011: -$7,8802011Revenue 2012: $20,952Expenses 2012: $56,813Net Income 2012: -$35,8612012Revenue 2013: $8,277Expenses 2013: $6,926Net Income 2013: $1,3512013Revenue 2014: $12,559Expenses 2014: $24,388Net Income 2014: -$11,8292014Revenue 2015: $12,753Expenses 2015: $14,155Net Income 2015: -$1,4022015Revenue 2016: $14,921Expenses 2016: $11,580Net Income 2016: $3,3412016Revenue 2017: $27,727Expenses 2017: $11,911Net Income 2017: $15,8162017Revenue 2018: $16,614Expenses 2018: $12,105Net Income 2018: $4,5092018Revenue 2019: $27,008Expenses 2019: $19,406Net Income 2019: $7,6022019Revenue 2020: $26,049Expenses 2020: $18,535Net Income 2020: $7,5142020Revenue 2021: $37,896Expenses 2021: $25,355Net Income 2021: $12,5412021Revenue 2022: $35,328Expenses 2022: $33,022Net Income 2022: $2,3062022Revenue 2023: $27,387Expenses 2023: $26,129Net Income 2023: $1,2582023

Highlighted filing

2023

Revenue$27,387
Expenses$26,129
Net Income$1,258
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,610
Liabilities
-
Net assets
$69,610
Revenue
$27,387
Expenses
$26,129
Net income
$1,258
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$69.6$69.6$27.4$26.1$1.26
2022Detailed filing. Detailed filing data is available for this year.$71.6$71.6$35.3$33.0$2.31
2021Detailed filing. Detailed filing data is available for this year.$66.1$66.1$37.9$25.4$12.5
2020Summary only. Only limited summary data is available for this year.$53.8$0.00$26.0$18.5$7.51
2019Summary only. Only limited summary data is available for this year.$45.9$0.00$27.0$19.4$7.60
2018Summary only. Only limited summary data is available for this year.$38.2$0.00$16.6$12.1$4.51
2017Detailed filing. Detailed filing data is available for this year.$33.7$0.14$33.6$27.7$11.9$15.8
2016Detailed filing. Detailed filing data is available for this year.$17.9$0.16$17.8$14.9$11.6$3.34
2015Detailed filing. Detailed filing data is available for this year.$14.6$0.18$14.4$12.8$14.2$1.40
2014Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$12.6$24.4$11.8
2013Detailed filing. Detailed filing data is available for this year.$27.8$0.02$27.8$8.28$6.93$1.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.5$0.01$26.5$21.0$56.8$35.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.8$0.44$62.3$39.6$47.5$7.88
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.4$0.15$70.2$50.7$72.5$21.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Gross Receipts
$27,387
Mission and Program Overview

Mission

See statement-Program Service Accomplish

To bring people together from Newburyport and beyond who value the preservation of the citys period architecture, neighborhood ambiance, heritage landscapes, and authentic historic character.

Program Services

DescriptionGrantsExpenses
To promote historical houses in Newburyport.-$9,860
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas KolterjahnPresidentPT$0--
Linda MillerVice PresidentPT$0--
Rita MihalekSecretaryPT$0--
Reginald W BeaconDirectorPT$0--
Bronson deStadlerDirectorPT$0--
Richard LodgeDirectorPT$0--
Kevin LatadyDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Newburyport Preservation Trust Inc
EIN
20-1258336
Address
PO Box 184, Newburyport, MA 01950

Signing Officer

Name
Patrick R McCormick
Title
Treasurer
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Michael Capo CPA Pc
Address
190 STATE ST UNIT 1B, NEWBURYPORT, MA 01950
Preparer
Michael Capo
Phone
9784994300
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Merchandise Proceeds $8998”

Other Expenses.1002

“Office Expenses $69”

Other Expenses.1012

“Insurance $2230”

Other Expenses.1

“COMPUTER SERVICES $4661”

Other Expenses.2

“MERCHANDISE $3616”

Other Expenses.3

“EVENT EXPENSES $1031”

Other Expenses.4

“Dues/donations to other orgs $848”

Other Expenses.6

“OPERATIONS EXPENSES $225”

Other Expenses.8

“EQUIPMENT RENTAL $175”

Other Expenses.9

“Credit card processing fees $97”

Other Expenses.10

“Business registration fees $35”

Other Expenses.11

“Foreign transaction fees $21”

Raw XML Appendix181 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt020 Ship Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Newburyport
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001950
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt071586
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IRS990EZ/ContributionsGiftsGrantsEtcAmt03488
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt012435
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0176
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06515
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Richard Lodge
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Kevin Latady
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-3234
IRS990EZ/OtherExpensesTotalAmt013008
IRS990EZ/OtherRevenueTotalAmt08998
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To bring people together from Newburyport and beyond who value the preservation of the citys period architecture, neighborhood ambiance, heritage landscapes, and authentic historic character.
IRS990EZ/PrintingPublicationsPostageAmt0686
IRS990EZ/ProgramServiceRevenueAmt08210
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To promote historical houses in Newburyport.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09860
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt09860
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0nbptpreservationtrust.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03488
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03012
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0472
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06972
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt06972
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03488
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03012
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0472
IRS990ScheduleA/Total509Grp/TotalAmt06972
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03488
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03012
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0472
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06972
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Merchandise Proceeds $8998
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $69
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $2230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPUTER SERVICES $4661
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MERCHANDISE $3616
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EVENT EXPENSES $1031
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DUES/DONATIONS TO OTHER ORGS $848
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OPERATIONS EXPENSES $225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8EQUIPMENT RENTAL $175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CREDIT CARD PROCESSING FEES $97
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BUSINESS REGISTRATION FEES $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11FOREIGN TRANSACTION FEES $21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Patrick R McCormick
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Newburyport Preservation Trust Inc
ReturnHeader/Filer/BusinessNameControlTxt0NEWB
ReturnHeader/Filer/EIN0201258336
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 184
ReturnHeader/Filer/USAddress/CityNm0Newburyport
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001950
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453689716
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL CAPO CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0190 STATE ST UNIT 1B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWBURYPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001950
ReturnHeader/PreparerPersonGrp/PhoneNum09784994300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Capo
ReturnHeader/ReturnTs02024-05-15T05:34:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Patrick R
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0McCormick
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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