Civic Intelligence

Preservation Worcester Inc.

990 • Fiscal year 2018 • EIN 23-7073959

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 24, 2019

10 Cedar StreetWorcester, MA 01609

(508) 754-8760

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.02x

Higher debt load relative to assets than 33% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

57th percentile

0.14x

Higher debt load relative to revenue than 57% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

15th percentile

-17%

Higher net margin than 15% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

72nd percentile

$107,837

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 37.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

21st percentile

-6.2%

Faster asset growth than 21% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-34%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,727,735

Down $113,622 (-6.2%) from 2017

Net Assets

Down

$1,688,229

Down $109,229 (-6.1%) from 2017

Liabilities

Down

$39,506

Down $4,393 (-10%) from 2017

Revenue

Down

$291,125

Down $152,157 (-34%) from 2017

Expenses

Up

$339,383

Up $11,859 (+3.6%) from 2017

Net Income

Down

-$48,258

Down $164,016 (-142%) from 2017

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $1,848,285Liabilities 2014: $18,104Net Assets 2014: $1,830,1812014Assets 2015: $1,540,084Liabilities 2015: $46,743Net Assets 2015: $1,493,3412015Assets 2016: $1,766,132Liabilities 2016: $102,337Net Assets 2016: $1,663,7952016Assets 2017: $1,841,357Liabilities 2017: $43,899Net Assets 2017: $1,797,4582017Assets 2018: $1,727,735Liabilities 2018: $39,506Net Assets 2018: $1,688,2292018Assets 2019: $1,911,311Liabilities 2019: $30,209Net Assets 2019: $1,881,1022019Assets 2020: $1,631,501Liabilities 2020: $23,825Net Assets 2020: $1,607,6762020Assets 2021: $1,738,532Liabilities 2021: $23,610Net Assets 2021: $1,714,9222021Assets 2022: $2,609,509Liabilities 2022: $18,785Net Assets 2022: $2,590,7242022Assets 2023: $2,698,349Liabilities 2023: $18,750Net Assets 2023: $2,679,5992023Assets 2024: $3,284,226Liabilities 2024: $19,050Net Assets 2024: $3,265,1762024

Highlighted filing

2018

Assets$1,727,735
Liabilities$39,506
Net Assets$1,688,229

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2014: $931,053Expenses 2014: $268,615Net Income 2014: $662,4382014Revenue 2015: $256,288Expenses 2015: $536,359Net Income 2015: -$280,0712015Revenue 2016: $442,568Expenses 2016: $292,598Net Income 2016: $149,9702016Revenue 2017: $443,282Expenses 2017: $327,524Net Income 2017: $115,7582017Revenue 2018: $291,125Expenses 2018: $339,383Net Income 2018: -$48,2582018Revenue 2019: $459,848Expenses 2019: $364,275Net Income 2019: $95,5732019Revenue 2020: $421,414Expenses 2020: $387,064Net Income 2020: $34,3502020Revenue 2021: $362,914Expenses 2021: $302,221Net Income 2021: $60,6932021Revenue 2022: $1,599,066Expenses 2022: $445,284Net Income 2022: $1,153,7822022Revenue 2023: $337,412Expenses 2023: $347,207Net Income 2023: -$9,7952023Revenue 2024: $887,706Expenses 2024: $372,263Net Income 2024: $515,4432024

Highlighted filing

2018

Revenue$291,125
Expenses$339,383
Net Income-$48,258
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 24, 2019
Return Version
2018v3.1
Gross Receipts
$556,780
Mission and Program Overview

Mission

To provide an organization devoted exclusively to the prosecution of historic preservation, antiquarian, educational, historical, literary, artisitic and monumental purposes, no part of the net earnings of which inures to the benefit of any individual and no substantial part of the activities of which is carrying propoganda, or otherwise attempting to influence legislation; and in furtherance of said purposes to promote and encourage the preservation and appreciation of the heritage of the city of worcester, first by preserving sites, structures and artifacts which are significant to its culture, history and architecture, second by reasearch, surveys, inventories, public educational programs and lectures, third, by working with planning agencies and concerned citizens, and fourth by doing all things in furtherance of said purposes as permitted under the laws of the commonwealth of massachusetts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$673,010$708,754▲ $35,744
Investments in Publicly Traded Securities$560,918$531,830▼ $29,088
Investments Other Securities$309,046$290,587▼ $18,459
Savings and Temporary Cash Investments$253,505$192,719▼ $60,786
Pledges and Grants Receivable$41,500$0▼ $41,500
Other Notes and Loans Receivable, Net$3,378$3,845▲ $467
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,841,357$1,727,735▼ $113,622
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$23,767$21,431▼ $2,336
Deferred Revenue$15,300$15,000▼ $300
Mortgage Notes Payable Secured by Investment Property$4,832$3,075▼ $1,757
Total Liabilities$43,899$39,506▼ $4,393
Net Assets / Fund Balance
Temporarily Rstr Net Assets$759,767$859,310▲ $99,543
Unrestricted Net Assets$875,765$666,993▼ $208,772
Permanently Rstr Net Assets$161,926$161,926→ $0
Total Net Assets Fund Balance$1,797,458$1,688,229▼ $109,229
Total Liabilities and Net Assets / Fund Balance$1,841,357$1,727,735▼ $113,622

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$195,400$243,874$439,274
Other Land Buildings$305,235-$305,235
Land$185,300-$185,300
Equipment$22,819$18,116$40,935

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$161,926---$161,926
2017$161,926---$161,926
2016$161,926---$161,926
2015$161,926---$161,926
2014$161,926---$161,926
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Deborah PackardExecutive DirectorFT$95,004$12,833$107,837

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$133,185
Program Service Revenue
$4,710
Investment Income
$18,218
Other Revenue
$135,012
All Other Contributions
$95,815
Change in Net Assets
$-48,258
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$216,054
Other Expenses$123,329
Total Fundraising Expense$74,808
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$64,702$16,176$26,959$107,837
Other Salaries and Wages$60,236$12,534$21,251$94,021
Occupancy$32,583--$32,583
Depreciation Depletion$22,388--$22,388
Payroll Taxes$8,980$1,900$3,316$14,196
Fees for Services Accounting-$9,475-$9,475
Fees for Service Investment Mgmnt Fees-$8,226-$8,226
All Other Expenses$2,302$1,845$2,646$6,793
Other Expenses$1,080$2,464$4,659$3,544
Office Expenses$240$2,510$324$3,074
Insurance$937$1,601$92$2,630
Travel-$1,049$177$1,226
Fees for Services Other-$1,010-$1,010
Advertising$119-$155$274
Total Functional Expenses$200,214$64,361$74,808$339,383
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$76,363
Fundraising Direct Expenses$13,143
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Holiday Stroll$34,151$34,151-$34,151
Carpetball$25,400$25,400-$25,400
Total Events$68,201$68,201$12,981$55,220
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 is available for board review in executive director's office

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Salaried personnel are reviewed on an annual basis and the finance committee researches and considers comparable salary data when approving pay raises for personnel.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The commonwealth of massachusetts, attorney general's office maintains a database of all form 990 filings, which are available for public inspection on their website

Filing and Contact Details

Filer

Filer Name
Preservation Worcester Inc
EIN
23-7073959
Phone
5087548760
Address
10 CEDAR STREET, WORCESTER, MA 01609

Signing Officer

Name
Deborah Packard
Title
Executive Director
Signed
2019-06-24
Discuss with paid preparer
Yes

Organization Details

Formed
1969
Legal Domicile
Ma
Voting Board Members
24
Independent Board Members
24
Employees
5
Volunteers
250

Preparer

Firm
Bisceglia Steiman & Fudeman LLP
Address
446 Main St 2nd Floor, Worcester, MA 01608
Preparer
Harold Hough CPA
Phone
5087992491
Supplemental Narrative

Financial Statement Notes

Part II, Line 9: Organization Reporting of conservation easements.

PART II, LINE 9 - ACCOUNTING FOR CONSERVATION EASEMENTS Any costs incurred to enforce the provisions of the easements are expensed as incurred. As a result of the limited market value and due to the obligations inherent in easement ownership, the Organization's preservation easement holdings are not reflected in the accompanying financial statements as assets or liabilities.

Part III, Line 1A: If organization elected under SFAS 116 to not report are, historical treasures, O

The Organization's collection of artifacts, documents, newspapers, pictures, paintings and books is not capitalized. The Organization's collections and publications are held for educational research and curatorial purposes and donated values are not readily determinable. Items purchased for the collection are expensed when acquired.

Part V, Line 4: Intended uses of the endowment fund.

Part v, line 4 intended use of endowment fundsalden educational fund - $137,121principal invested, investment income to be used to promote educational program expensescather scholarship fund - $5,000principal invested, investment income to be used for scholarships to worcester high school students pursuing demonstrated interest in architecture, historic preservation or urban planningpreservation worcester endowment fund - $19,805principal invested, investment income to be used to support the charitable purposes and mission of the organization

Part X : FIN48 Footnote

Footnote in the financial statements is as follows:"the organization is a nonprofit organization as described in section 501(c)(3) of the internal revenue code and is exempt from federal and state income taxes. The organization is not a private foundation.the organization reports uncertain tax positions, related interest and penalties, and records unrecognized tax liabilities and accrues interest and penalties according to gaap. As of december 31, 2018, the organization determined that there are no material unrecognized tax liabilities to report.information returns filed for the years ended december 31, 2018, 2017, 2016 and 2015 remain subject to examination by the internal revenue service and massachusetts. The organization does not expect to recognize any tax liabilities within the next twelve months."

Raw XML AppendixShowing 400 of 622 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt023767
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt021431
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE AN ORGANIZATION DEVOTED EXCLUSIVELY TO THE PROSECUTION OF HISTORIC PRESERVATION, ANTIQUARIAN, EDUCATIONAL, HISTORICAL, LITERARY, ARTISITIC AND MONUMENTAL PURPOSES, NO PART OF THE NET EARNINGS OF WHICH INURES TO THE BENEFIT OF ANY INDIVIDUAL AND NO SUBSTANTIAL PART OF THE ACTIVITIES OF WHICH IS CARRYING PROPOGANDA, OR OTHERWISE ATTEMPTING TO INFLUENCE LEGISLATION; AND IN FURTHERANCE OF SAID PURPOSES TO PROMOTE AND ENCOURAGE THE PRESERVATION AND APPRECIATION OF THE HERITAGE OF THE CITY OF WORCESTER, FIRST BY PRESERVING SITES, STRUCTURES AND ARTIFACTS WHICH ARE SIGNIFICANT TO ITS CULTURE, HISTORY AND ARCHITECTURE, SECOND BY REASEARCH, SURVEYS, INVENTORIES, PUBLIC EDUCATIONAL PROGRAMS AND LECTURES, THIRD, BY WORKING WITH PLANNING AGENCIES AND CONCERNED CITIZENS, AND FOURTH BY DOING ALL THINGS IN FURTHERANCE OF SAID PURPOSES AS PERMITTED UNDER THE LAWS OF THE COMMONWEALTH OF MASSACHUSETTS.
IRS990/AdvertisingGrp/FundraisingAmt0155
IRS990/AdvertisingGrp/ProgramServicesAmt0119
IRS990/AdvertisingGrp/TotalAmt0274
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt095815
IRS990/AllOtherExpensesGrp/FundraisingAmt02646
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01845
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02302
IRS990/AllOtherExpensesGrp/TotalAmt06793
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0DEBORAH PACKARD
IRS990/BooksInCareOfDetail/PhoneNum05087548760
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010 CEDAR STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0WORCESTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001609
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0true
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt026959
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt016176
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt064702
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0107837
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0true
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0133185
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt018218
IRS990/CYOtherExpensesAmt0123329
IRS990/CYOtherRevenueAmt0135012
IRS990/CYProgramServiceRevenueAmt04710
IRS990/CYRevenuesLessExpensesAmt0-48258
IRS990/CYSalariesCompEmpBnftPaidAmt0216054
IRS990/CYTotalExpensesAmt0339383
IRS990/CYTotalFundraisingExpenseAmt074808
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0291125
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt015300
IRS990/DeferredRevenueGrp/EOYAmt015000
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt022388
IRS990/DepreciationDepletionGrp/TotalAmt022388
IRS990/Desc0PROMOTION, ENCOURAGEMENT AND APPRECIATION OF THE HERITAGE OF WORCESTER; THE RESTORATION AND PRESERVATION OF HISTORICAL BUILDINGS AND SITES
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0200214
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09475
IRS990/FeesForServicesAccountingGrp/TotalAmt09475
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01010
IRS990/FeesForServicesOtherGrp/TotalAmt01010
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt08226
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08226
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt012833
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0DEBORAH PACKARD
IRS990/Form990PartVIISectionAGrp/PersonNm1TIMOTHY M MCCANN
IRS990/Form990PartVIISectionAGrp/PersonNm2RAYMOND JAMES SIMONCINI
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT F PARA JR
IRS990/Form990PartVIISectionAGrp/PersonNm4JANET BIRBARA
IRS990/Form990PartVIISectionAGrp/PersonNm5ROBIN A DEAUGUSTINIS
IRS990/Form990PartVIISectionAGrp/PersonNm6JOEL D KENT
IRS990/Form990PartVIISectionAGrp/PersonNm7DENIS V F KENNEDY
IRS990/Form990PartVIISectionAGrp/PersonNm8DOROTHY HARGROVE
IRS990/Form990PartVIISectionAGrp/PersonNm9JAMIE HOW
IRS990/Form990PartVIISectionAGrp/PersonNm10FRANCISCO VALDES
IRS990/Form990PartVIISectionAGrp/PersonNm11MORRIS A BERGMAN
IRS990/Form990PartVIISectionAGrp/PersonNm12JAMES A WELU
IRS990/Form990PartVIISectionAGrp/PersonNm13NOAH BOMBARD
IRS990/Form990PartVIISectionAGrp/PersonNm14ELAINE K GARDELLA
IRS990/Form990PartVIISectionAGrp/PersonNm15THOMAS E CONROY
IRS990/Form990PartVIISectionAGrp/PersonNm16TIMOTHY P CORRINET
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt095004
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
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/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Clerk
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt16President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt013143
IRS990/FundraisingGrossIncomeAmt076363
IRS990/GainOrLossGrp/SecuritiesAmt0-4471
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt024
IRS990/GovernmentGrantsAmt06820
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0248041
IRS990/GrossReceiptsAmt0556780
IRS990/GrossRentsGrp/RealAmt066716
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt024
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt092
IRS990/InsuranceGrp/ManagementAndGeneralAmt01601
IRS990/InsuranceGrp/ProgramServicesAmt0937
IRS990/InsuranceGrp/TotalAmt02630
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt022689
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022689
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0309046
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0290587
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0560918
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0531830
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0261990
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0673010
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0708754
IRS990/LandBldgEquipCostOrOtherBssAmt0970744
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0252512
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt030550
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE AN ORGANIZATION DEVOTED EXCLUSIVELY TO THE PROSECUTION OF HISTORIC PRESERVATION, ANTIQUARIAN, EDUCATIONAL, HISTORICAL, LITERARY, ARTISITIC AND MONUMENTAL PURPOSES, NO PART OF THE NET EARNINGS OF WHICH INURES TO THE BENEFIT OF ANY INDIVIDUAL AND NO SUBSTANTIAL PART OF THE ACTIVITIES OF WHICH IS CARRYING PROPOGANDA, OR OTHERWISE ATTEMPTING TO INFLUENCE LEGISLATION; AND IN FURTHERANCE OF SAID PURPOSES TO PROMOTE AND ENCOURAGE THE PRESERVATION AND APPRECIATION OF THE HERITAGE OF THE CITY OF WORCESTER, FIRST BY PRESERVING SITES, STRUCTURES AND ARTIFACTS WHICH ARE SIGNIFICANT TO ITS CULTURE, HISTORY AND ARCHITECTURE, SECOND BY REASEARCH, SURVEYS, INVENTORIES, PUBLIC EDUCATIONAL PROGRAMS AND LECTURES, THIRD, BY WORKING WITH PLANNING AGENCIES AND CONCERNED CITIZENS, AND FOURTH BY DOING ALL THINGS IN FURTHERANCE OF SAID PURPOSES AS PERMITTED UNDER THE LAWS OF THE COMMONWEALTH OF MASSACHUSETTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt04832
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03075
IRS990/NetAssetsOrFundBalancesBOYAmt01797458
IRS990/NetAssetsOrFundBalancesEOYAmt01688229
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-4471
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-4471
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt063220
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt063220
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt066716
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt066716
IRS990/NetUnrlzdGainsLossesInvstAmt0-60971
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt032583
IRS990/OccupancyGrp/TotalAmt032583
IRS990/OfficeExpensesGrp/FundraisingAmt0324
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02510
IRS990/OfficeExpensesGrp/ProgramServicesAmt0240
IRS990/OfficeExpensesGrp/TotalAmt03074
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0EVENT COSTS
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2COMPUTER
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/FundraisingAmt015229
IRS990/OtherExpensesGrp/FundraisingAmt14659
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01914
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13657
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22464
IRS990/OtherExpensesGrp/ProgramServicesAmt02457
IRS990/OtherExpensesGrp/ProgramServicesAmt14065
IRS990/OtherExpensesGrp/ProgramServicesAmt2125
IRS990/OtherExpensesGrp/ProgramServicesAmt31080
IRS990/OtherExpensesGrp/TotalAmt017686
IRS990/OtherExpensesGrp/TotalAmt110638
IRS990/OtherExpensesGrp/TotalAmt23782
IRS990/OtherExpensesGrp/TotalAmt33544
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05076
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05076
IRS990/OtherRevenueTotalAmt05076
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt021251
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt012534
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt060236
IRS990/OtherSalariesAndWagesGrp/TotalAmt094021
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt03378
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt03845
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03316
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01900
IRS990/PayrollTaxesGrp/ProgramServicesAmt08980
IRS990/PayrollTaxesGrp/TotalAmt014196
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0161926
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0161926
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt041500
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04710
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04710
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0236645
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt074385
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0116077
IRS990/PYOtherRevenueAmt0127402
IRS990/PYProgramServiceRevenueAmt04850
IRS990/PYRevenuesLessExpensesAmt0115758
IRS990/PYSalariesCompEmpBnftPaidAmt0211447
IRS990/PYTotalExpensesAmt0327524
IRS990/PYTotalRevenueAmt0443282
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-48258
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings