Civic Intelligence

The Westerly Land Trust

990 • Fiscal year 2019 • EIN 22-2864907

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

Organization ProfileWWW.WESTERLYLANDTRUST.ORG
PO Box 601Westerly, RI 02891

(401) 315-2610

Siviq Scores

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

Liabilities / Assets

84th percentile

0.70x

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

7.79x

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

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

Net Margin

81st percentile

24%

Higher net margin than 81% of similar nonprofits.

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

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

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

Asset Growth

40th percentile

0.7%

Faster asset growth than 40% of similar nonprofits.

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

Revenue Growth

5th percentile

-50%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$8,540,000

Up $57,067 (+0.7%) from 2018

Net Assets

Up

$2,599,492

Up $209,966 (+8.8%) from 2018

Liabilities

Down

$5,940,508

Down $152,899 (-2.5%) from 2018

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin81st percentile

Revenue

Down

$762,108

Down $750,580 (-50%) from 2018

Expenses

Down

$575,814

Down $122,548 (-18%) from 2018

Net Income

Down

$186,294

Down $628,032 (-77%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$20M$10M$0-$10MAssets 2010: $16,324,889Liabilities 2010: $7,296,788Net Assets 2010: $9,028,1012010Assets 2011: $17,711,450Liabilities 2011: $8,590,109Net Assets 2011: $9,121,3412011Assets 2012: $19,209,042Liabilities 2012: $9,838,735Net Assets 2012: $9,370,3072012Assets 2013: $6,775,164Liabilities 2013: $9,263,435Net Assets 2013: -$2,488,2712013Assets 2014: $5,774,701Liabilities 2014: $8,442,825Net Assets 2014: -$2,668,1242014Assets 2015: $5,676,560Liabilities 2015: $8,020,825Net Assets 2015: -$2,344,2652015Assets 2016: $5,382,620Liabilities 2016: $8,026,332Net Assets 2016: -$2,643,7122016Assets 2017: $6,267,655Liabilities 2017: $6,115,175Net Assets 2017: $152,4802017Assets 2018: $8,482,933Liabilities 2018: $6,093,407Net Assets 2018: $2,389,5262018Assets 2019: $8,540,000Liabilities 2019: $5,940,508Net Assets 2019: $2,599,4922019Assets 2020: $8,811,023Liabilities 2020: $5,997,988Net Assets 2020: $2,813,0352020Assets 2021: $8,921,926Liabilities 2021: $5,908,119Net Assets 2021: $3,013,8072021Assets 2022: $8,768,262Liabilities 2022: $5,937,142Net Assets 2022: $2,831,1202022Assets 2023: $8,586,549Liabilities 2023: $5,726,651Net Assets 2023: $2,859,8982023Assets 2024: $7,674,596Liabilities 2024: $2,870,151Net Assets 2024: $4,804,4452024

Highlighted filing

2019

Assets$8,540,000
Liabilities$5,940,508
Net Assets$2,599,492
Open 2019 Filing

Operations Trend

Revenue Growth5th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $216,7052010Expenses 2011: $346,0472011Expenses 2012: $423,5702012Revenue 2013: $1,560,850Expenses 2013: $1,756,631Net Income 2013: -$195,7812013Revenue 2014: $733,429Expenses 2014: $913,282Net Income 2014: -$179,8532014Revenue 2015: $1,196,547Expenses 2015: $872,688Net Income 2015: $323,8592015Revenue 2016: $801,974Expenses 2016: $1,101,421Net Income 2016: -$299,4472016Revenue 2017: $3,385,436Expenses 2017: $589,244Net Income 2017: $2,796,1922017Revenue 2018: $1,512,688Expenses 2018: $698,362Net Income 2018: $814,3262018Revenue 2019: $762,108Expenses 2019: $575,814Net Income 2019: $186,2942019Revenue 2020: $849,186Expenses 2020: $634,643Net Income 2020: $214,5432020Revenue 2021: $860,827Expenses 2021: $663,621Net Income 2021: $197,2062021Revenue 2022: $1,004,301Expenses 2022: $1,172,433Net Income 2022: -$168,1322022Revenue 2023: $868,946Expenses 2023: $855,532Net Income 2023: $13,4142023Revenue 2024: $3,882,530Expenses 2024: $1,955,171Net Income 2024: $1,927,3592024

Highlighted filing

2019

Revenue$762,108
Expenses$575,814
Net Income$186,294
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$782,969
Mission and Program Overview

Mission

The westerly land trust conserves open space, revitalizes culturally significant properties, and provides environmental programs for the enduring benefit of our community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$6,067,771$5,893,392▼ $174,379
Investments Program Related$3,933,665$3,793,422▼ $140,243
Cash and Non-Interest-Bearing Accounts$309,703$320,955▲ $11,252
Savings and Temporary Cash Investments$477,905$298,450▼ $179,455
Pledges and Grants Receivable$8,741$37,382▲ $28,641
Prepaid Expenses and Deferred Charges$9,688$9,688→ $0
Accounts Receivable$500$162▼ $338
Total Assets$8,482,933$8,540,000▲ $57,067
Other Assets Total$3,742,731$4,079,941▲ $337,210
Liabilities
Accounts Payable and Accrued Expenses$25,636$47,116▲ $21,480
Total Liabilities$6,093,407$5,940,508▼ $152,899
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,113,275$2,139,729▲ $26,454
Net Assets With Donor Restrictions$276,251$459,763▲ $183,512
Total Net Assets Fund Balance$2,389,526$2,599,492▲ $209,966
Total Liabilities and Net Assets / Fund Balance$8,482,933$8,540,000▲ $57,067

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$1,218,028--
Other Assets Org$519,805--
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Sheilia Terranova BeattiePresident
Allen LeadbetterVice President,director
David M RathbunDirector
David W PrigmoreDirector
Donna AndersonDirector
Donna CelicoDirector
Eric FiskeDirector
Gail MallardDirector
Gene RenzDirector
Jennifer BrintonDirector
Joseph MiceliDirector
Lawrence OrlandoDirector
Linda GriffinDirector
Lyman GoffDirector
Paul E MeyerDirector
Richard Fil EsqDirector
Richard PancieraDirector
Susan CapalboDirector
Nicholas J StahlSecretary
Gerry GormanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$678,861
Program Service Revenue
$69,106
Investment Income
$549
Other Revenue
$13,592
All Other Contributions
$263,340
Change in Net Assets
$186,294

Audited Revenue Reconciliation

Revenue per Audited Statements
$762,108
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$20,861
Total Revenue per Audited Statements
$782,969
Total Revenue per Form 990
$762,108
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$319,343
Salaries, Compensation, and Employee Benefits$256,471
Total Fundraising Expense$68,208
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$124,349$39,541$57,719$221,609
Depreciation Depletion$65,866--$65,866
Occupancy$59,983$1,016-$60,999
Insurance$29,306$3,973-$33,279
Fees for Services Accounting-$27,413-$27,413
Fees for Services Other$19,262$1,250-$20,512
Payroll Taxes$11,529$1,368$6,448$19,345
Other Employee Benefits$8,707$2,769$4,041$15,517
Information Technology-$9,755-$9,755
Office Expenses$6,424$2,915-$9,339
All Other Expenses-$4,296-$4,296
Other Expenses$3,000$1,136-$4,136
Advertising$1,620--$1,620
Fees for Services Legal$245--$245
Conferences and Meetings-$165-$165
Total Functional Expenses$411,472$96,134$68,208$575,814

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$596,675
Expenses per Audited Statements$575,814
Total Expenses per Form 990$575,814
Expenses Not Reported on Form 990$20,861
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$34,453
Fundraising Direct Expenses$20,861
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Winter Raffle$9,550$9,550-$9,550
Farm Dinner$37,400$5,797$865$4,932
Total Events$63,383$31,780$18,188$13,592
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$6,067,771$5,893,392▼ $174,379
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Members of the organization elect directors at the annual meeting.”

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

“Members of the organization elect directors at the annual meeting.”

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

“The treasurer of the board of directors reviews the return with the preparer.”

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

“The executive director regularly monitors the organization's relationships. The president and all directors are responsible for raising conflict of interest issues as they arise.”

Form 990, Part VI, Section B, Line 15

“There are no employees that fit the description of key employee.”

Form 990, Part VI, Section C, Line 19

“The financial statements, conflict of interest policy and governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Westerly Land Trust
EIN
22-2864907
Phone
4013152610
Address
PO BOX 601, WESTERLY, RI 02891

Signing Officer

Name
Sheilia Beattie
Title
President
Phone
4013152610
Signed
2020-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sheilia Beattie
Formed
1987
Legal Domicile
Ri
Voting Board Members
20
Independent Board Members
20
Employees
5
Volunteers
80

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
40 WESTMINSTER STREET SUITE 600, PROVIDENCE, RI 02903
Preparer
Edward F Mccrory
Phone
4016216200
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

“The organization's board of directors has direct oversight and responsibility for the selection of its outside cpa, as well as its annual financial statement audit. There was no change in this process from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The organization recognizes the effect of income tax positions only if those positions are more likely than not to be sustained. Management has determined that the organization had no uncertain tax positions that would require financial statement recognition or disclosure. The organization is no longer subject to examinations by the applicable taxing jurisdictions for periods prior to 2016.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“EVENT RELATED EXPENSES”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“EVENT RELATED EXPENSES”

Part II Line 5

“The organization's written policy regarding the periodic monitoring, inspection, violations and enforcement of the conservation easements it holds is summarized as follows. Trained monitors annually conduct a walking inspection of all of the organization's conservations easements according to board approved policies and procedures, comparing current conditions to documented baseline photographs, previous year's inspection report, and conservation easement document. Potential violations are reported to the stewardship chair and board officers, and, if necessary, discussed with legal counsel. A board approved violation and resolution policy and procedure is followed, which delineates categories of violations, landowner contact and resolution procedures. To date there have been no major violations.”

Part II Line 9

“The organization purchases or received contributions of conservation easements on land owned by others. These interests are valued at one dollar each, with an impairment loss recognized in the year of acquisition.”

Part XI Line 2D

“Direct fundraising expenses”

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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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IRS990/ActivityOrMissionDesc0THE WESTERLY LAND TRUST CONSERVES OPEN SPACE, REVITALIZES CULTURALLY SIGNIFICANT PROPERTIES, AND PROVIDES ENVIRONMENTAL PROGRAMS FOR THE ENDURING BENEFIT OF OUR COMMUNITY.
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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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT,DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt031603
IRS990/FundraisingDirectExpensesAmt020861
IRS990/FundraisingGrossIncomeAmt034453
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GovernmentGrantsAmt0326688
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0782969
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt09755
IRS990/InformationTechnologyGrp/TotalAmt09755
IRS990/InsuranceGrp/ManagementAndGeneralAmt03973
IRS990/InsuranceGrp/ProgramServicesAmt029306
IRS990/InsuranceGrp/TotalAmt033279
IRS990/InvestmentIncomeGrp/ExclusionAmt0549
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0549
IRS990/InvestmentInJointVentureInd01
IRS990/InvestmentsProgramRelatedGrp/BOYAmt03933665
IRS990/InvestmentsProgramRelatedGrp/EOYAmt03793422
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0RI
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt06067771
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt05893392
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt057230
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE WESTERLY LAND TRUST CONSERVES OPEN SPACE, REVITALIZES CULTURALLY SIGNIFICANT PROPERTIES, AND PROVIDES ENVIRONMENTAL PROGRAMS FOR THE ENDURING BENEFIT OF OUR COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02389526
IRS990/NetAssetsOrFundBalancesEOYAmt02599492
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt013592
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt013592
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02113275
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02139729
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01016
IRS990/OccupancyGrp/ProgramServicesAmt059983
IRS990/OccupancyGrp/TotalAmt060999
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02915
IRS990/OfficeExpensesGrp/ProgramServicesAmt06424
IRS990/OfficeExpensesGrp/TotalAmt09339
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03742731
IRS990/OtherAssetsTotalGrp/EOYAmt04079941
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04041
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02769
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt08707
IRS990/OtherEmployeeBenefitsGrp/TotalAmt015517
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1PROGRAM SUPPLIES AND EX
IRS990/OtherExpensesGrp/Desc2PROPERTY TAXES
IRS990/OtherExpensesGrp/Desc3DUES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0537
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11136
IRS990/OtherExpensesGrp/ProgramServicesAmt040725
IRS990/OtherExpensesGrp/ProgramServicesAmt121139
IRS990/OtherExpensesGrp/ProgramServicesAmt219317
IRS990/OtherExpensesGrp/ProgramServicesAmt33000
IRS990/OtherExpensesGrp/TotalAmt041262
IRS990/OtherExpensesGrp/TotalAmt121139
IRS990/OtherExpensesGrp/TotalAmt219317
IRS990/OtherExpensesGrp/TotalAmt34136
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt057719
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt039541
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0124349
IRS990/OtherSalariesAndWagesGrp/TotalAmt0221609
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06448
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01368
IRS990/PayrollTaxesGrp/ProgramServicesAmt011529
IRS990/PayrollTaxesGrp/TotalAmt019345
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt08741
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt037382
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09688
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09688
IRS990/PrincipalOfficerNm0SHEILIA BEATTIE
IRS990/PriorPeriodAdjustmentsAmt023672
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541200
IRS990/ProgramServiceRevenueGrp/Desc0RENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt069106
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt069106
IRS990/ProgSrvcAccomActy2Grp/Desc0MAINTENANCE AND IMPROVEMENTS OF URBAN PROPERTIES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0253888
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt069106
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01435357
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0819
IRS990/PYOtherExpensesAmt0505455
IRS990/PYOtherRevenueAmt02400
IRS990/PYProgramServiceRevenueAmt074112
IRS990/PYRevenuesLessExpensesAmt0814326
IRS990/PYSalariesCompEmpBnftPaidAmt0192907
IRS990/PYTotalExpensesAmt0698362
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01512688
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0186294
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0477905
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0298450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0643163
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01402093
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01070063
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0718276
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01046198
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04879793
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0549
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0819
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0250
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0341
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0903
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02862
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt031603
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt035664
IRS990ScheduleA/OtherIncome170Grp/TotalAmt067267
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98580
IRS990ScheduleA/PublicSupportPY170Pct00.99210
IRS990ScheduleA/PublicSupportTotal170Amt04879793
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0643163
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01402093
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01070063
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0718276
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01046198
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04879793
IRS990ScheduleA/TotalSupportAmt04949922
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,540,000
Liabilities
$5,940,508
Net assets
$2,599,492
Revenue
$762,108
Expenses
$575,814
Net income
$186,294
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.67$2.87$4.80$3.88$1.96$1.93
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.59$5.73$2.86$0.87$0.86$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.77$5.94$2.83$1.00$1.17$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.92$5.91$3.01$0.86$0.66$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.81$6.00$2.81$0.85$0.63$0.21
2019Detailed filing. Detailed filing data is available for this year.$8.54$5.94$2.60$0.76$0.58$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.48$6.09$2.39$1.51$0.70$0.81
2017Summary only. Only limited summary data is available for this year.$6.27$6.12$0.15$3.39$0.59$2.80
2016Summary only. Only limited summary data is available for this year.$5.38$8.03$2.64$0.80$1.10$0.30
2015Summary only. Only limited summary data is available for this year.$5.68$8.02$2.34$1.20$0.87$0.32
2014Summary only. Only limited summary data is available for this year.$5.77$8.44$2.67$0.73$0.91$0.18
2013Summary only. Only limited summary data is available for this year.$6.78$9.26$2.49$1.56$1.76$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.2$9.84$9.37$0.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.7$8.59$9.12$0.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.3$7.30$9.03$0.22