Civic Intelligence

Preservation Mass

EIN 22-2627697 • 501(c)3 • Plymouth, MA

Profile

Preservation massachusetts is the statewide non-profit organization that actively promotes the preservation of historic buildings and landscapes as a positive force for economic development and the retention of community character. Preservation massachusetts leads the way for the commonwealth through legislative initiatives, reaching out across the state, educating our partners, building partnerships, networking, and events.

6 Main Street Ext Suite 613Plymouth, MA 02360

preservationmass.org

Siviq Scores

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

Liabilities / Assets

98th percentile

2.12x

Higher debt load relative to assets than 98% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

0.60x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

48th percentile

3.6%

Higher net margin than 48% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

75th percentile

19%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

56%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$168,247

Up $26,725 (+19%) from 2023

Liabilities

Up

$356,835

Up $155,276 (+77%) from 2023

Net Assets

Down

-$188,588

Down $128,551 (-214%) from 2023

Revenue

Up

$593,500

Up $212,023 (+56%) from 2023

Expenses

Up

$572,051

Up $102,112 (+22%) from 2023

Net Income

Up

$21,449

Up $109,911 (+124%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2010: $1,461,601Liabilities 2010: $1,427,255Net Assets 2010: $34,3462010Assets 2011: $1,410,052Liabilities 2011: $1,468,430Net Assets 2011: -$58,3782011Assets 2012: $1,418,203Liabilities 2012: $1,544,586Net Assets 2012: -$126,3832012Assets 2013: $1,489,077Liabilities 2013: $1,589,614Net Assets 2013: -$100,5372013Assets 2014: $79,637Liabilities 2014: $131,380Net Assets 2014: -$51,7432014Assets 2015: $128,857Liabilities 2015: $158,235Net Assets 2015: -$29,3782015Assets 2016: $160,640Liabilities 2016: $214,431Net Assets 2016: -$53,7912016Assets 2017: $65,518Liabilities 2017: $263,806Net Assets 2017: -$198,2882017Assets 2018: $27,611Liabilities 2018: $264,725Net Assets 2018: -$237,1142018Assets 2019: $28,646Liabilities 2019: $298,804Net Assets 2019: -$270,1582019Assets 2020: $38,564Liabilities 2020: $244,300Net Assets 2020: -$205,7362020Assets 2021: $60,830Liabilities 2021: $282,965Net Assets 2021: -$222,1352021Assets 2022: $83,397Liabilities 2022: $46,714Net Assets 2022: $36,6832022Assets 2023: $141,522Liabilities 2023: $201,559Net Assets 2023: -$60,0372023Assets 2024: $168,247Liabilities 2024: $356,835Net Assets 2024: -$188,5882024

Highlighted filing

2024

Assets$168,247
Liabilities$356,835
Net Assets-$188,588

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $423,1082010Expenses 2011: $363,4742011Revenue 2012: $290,336Expenses 2012: $358,341Net Income 2012: -$68,0052012Expenses 2013: $381,5992013Revenue 2014: $487,667Expenses 2014: $438,873Net Income 2014: $48,7942014Revenue 2015: $513,346Expenses 2015: $490,981Net Income 2015: $22,3652015Revenue 2016: $489,112Expenses 2016: $513,525Net Income 2016: -$24,4132016Revenue 2017: $458,969Expenses 2017: $603,467Net Income 2017: -$144,4982017Revenue 2018: $522,957Expenses 2018: $561,783Net Income 2018: -$38,8262018Revenue 2019: $514,092Expenses 2019: $547,136Net Income 2019: -$33,0442019Revenue 2020: $555,915Expenses 2020: $491,493Net Income 2020: $64,4222020Revenue 2021: $530,675Expenses 2021: $547,704Net Income 2021: -$17,0292021Revenue 2022: $648,394Expenses 2022: $661,347Net Income 2022: -$12,9532022Revenue 2023: $381,477Expenses 2023: $469,939Net Income 2023: -$88,4622023Revenue 2024: $593,500Expenses 2024: $572,051Net Income 2024: $21,4492024

Highlighted filing

2024

Revenue$593,500
Expenses$572,051
Net Income$21,449

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.17$0.36$0.19$0.59$0.57$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.20$0.06$0.38$0.47$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.05$0.04$0.65$0.66$0.01
2021Summary only. Only limited summary data is available for this year.$0.06$0.28$0.22$0.53$0.55$0.02
2020Summary only. Only limited summary data is available for this year.$0.04$0.24$0.21$0.56$0.49$0.06
2019Summary only. Only limited summary data is available for this year.$0.03$0.30$0.27$0.51$0.55$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.03$0.26$0.24$0.52$0.56$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.26$0.20$0.46$0.60$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.21$0.05$0.49$0.51$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.13$0.16$0.03$0.51$0.49$0.02
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.13$0.05$0.49$0.44$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$1.59$0.10$0.38
2012Summary only. Only limited summary data is available for this year.$1.42$1.54$0.13$0.29$0.36$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$1.47$0.06$0.36
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$1.43$0.03$0.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$593,500
Mission and Program Overview

Mission

Preservation massachusetts is the statewide non-profit organization that actively promotes the preservation of historic buildings and landscapes as a positive force for economic development and the retention of community character. Preservation massachusetts leads the way for the commonwealth through legislative initiatives, reaching out across the state, educating our partners, building partnerships, networking, and events.

The organization's objectives are the preservation of cultural and historic resources; preservation of historically significant properties; neighborhoods and community development through the reuse of historic properties; community

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$76,835$121,465▲ $44,630
Accounts Receivable$25,500$27,750▲ $2,250
Prepaid Expenses and Deferred Charges$1,800--
Land, Buildings, and Equipment, Net$974--
Total Assets$141,522$168,247▲ $26,725
Other Assets Total$36,413$19,032▼ $17,381
Liabilities
Other Liabilities$189,207$348,487▲ $159,280
Accounts Payable and Accrued Expenses$12,352$8,348▼ $4,004
Total Liabilities$201,559$356,835▲ $155,276
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-60,037$-188,588▼ $128,551
Total Net Assets Fund Balance$-60,037$-188,588▼ $128,551
Total Liabilities and Net Assets / Fund Balance$141,522$168,247▲ $26,725

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$41,188-
Leasehold Improvements-$2,528-
Other Assets Org$1,650--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jessica Rudden-dubePresidentPT$100,000$100,000

Board Members and Trustees

NameTitle
Mary ThompsonChair
Robert CharestVice Chair
Douglas KelleherBoard Member
Gordon PulsiferBoard Member
James McdermottBoard Member
John CornellBoard Member
John W GahanBoard Member
Jon RudzinskiBoard Member
Kara AndersonBoard Member
Karen Mauney-brodeckBoard Member
Maureen CavanaughBoard Member
Pamela BaileyBoard Member
Ryan LynchBoard Member
Sarah La CourBoard Member
Scott WinklerBoard Member
Wendall KalsowBoard Member
Daniel KolodnerClerk
Nick RattiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$461,273
Program Service Revenue
$132,227
Investment Income
$0
Other Revenue
$0
All Other Contributions
$131,550
Change in Net Assets
$21,449
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$264,868
Salaries, Compensation, and Employee Benefits$182,183
Total Fundraising Expense$156,371
Grants and Similar Amounts Paid$125,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$51,600$22,115$73,716$147,431
Grants to Domestic Orgs$125,000--$125,000
Fees for Services Accounting-$58,053-$58,053
Fees for Services Other$446-$50,613$51,059
Office Expenses$4,820$9,642$9,642$24,104
Other Employee Benefits-$22,288-$22,288
Occupancy$4,728$4,729$9,458$18,915
Payroll Taxes$4,362$1,870$6,232$12,464
Fees for Services Legal-$6,580-$6,580
Other Expenses$1,032$688$1,721$3,441
Insurance-$2,706-$2,706
Travel$1,891-$630$2,521
All Other Expenses--$2,250$2,250
Conferences and Meetings$1,791--$1,791
Depreciation Depletion-$974-$974
Information Technology$205$143$61$409
Total Functional Expenses$231,679$184,001$156,371$572,051
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
1772 Foundation Grant---$125,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser$248,273---
Total Events$248,273---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$179,237
Eidl Loan$150,000
Current Portion of Lease Obligation$19,250
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
Yes
Other officer compensation reviewed
No
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, Page 6, Part VI, Line 11B

The 990 is prepared externally and later reviewed and approved by the board of directors. Once the return is approved by the board of directors.

Form 990, Page 6, Part VI, Line 12C

The governing body and board of directors regularly monitored activities of the organization to enforce compliance with the written policy over conflicts of interest.

Form 990, Page 6, Part VI, Line 15A

The executive directors compensation is based on the fair value of the hours worked during the year.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available on the organizations website as well as by request.

Filing and Contact Details

Filer

Filer Name
Preservation Mass
EIN
22-2627697
Phone
6177233383
Address
6 MAIN STREET EXT SUITE 613, PLYMOUTH, MA 02360

Signing Officer

Name
Jessica Rudden-dube
Title
President
Phone
6177233383
Signed
2025-05-14

Organization Details

Principal Officer
Jessica Rudden-dube
Formed
1985
Legal Domicile
Ma
Voting Board Members
19
Independent Board Members
18
Employees
5

Preparer

Firm
Sullivan and Folan LLC
Address
325 WOOD RD STE 105, BRAINTREE, MA 02184-2413
Preparer
Jeffrey Folan CPA
Phone
7818496060
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Preservation massachusetts is the statewide non-profit organization that actively promotes the preservation of historic buildings and landscapes as a positive force for economic development and the retention of community character. Preservation massachusetts leads the way for the commonwealth through legislative initiatives, reaching out across the state, educating our partners.

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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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