Civic Intelligence

Harvard Conservation Trust

990 • Fiscal year 2022 • EIN 23-7305157

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 05, 2023

Organization ProfileWWW.HARVARDCONSERVATIONTRUST.ORG
PO Box 31Harvard, MA 01451

(978) 456-9292

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

8th percentile

0.01x

Higher debt load relative to revenue than 8% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

95th percentile

76%

Higher net margin than 95% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

44th percentile

-1.1%

Faster asset growth than 44% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

19th percentile

-18%

Faster revenue growth than 19% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$10,657,177

Down $122,476 (-1.1%) from 2021

Net Assets

Down

$10,652,625

Down $113,339 (-1.1%) from 2021

Liabilities

Down

$4,552

Down $9,137 (-67%) from 2021

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin95th percentile

Revenue

Down

$684,698

Down $145,980 (-18%) from 2021

Expenses

Up

$164,163

Up $80,400 (+96%) from 2021

Net Income

Down

$520,535

Down $226,380 (-30%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$15M$10M$5.0M$0Assets 2010: $4,305,252Liabilities 2010: $10,290Net Assets 2010: $4,294,9622010Assets 2011: $6,329,167Liabilities 2011: $10,075Net Assets 2011: $6,319,0922011Assets 2012: $5,558,826Liabilities 2012: $6,977Net Assets 2012: $5,551,8492012Assets 2013: $5,657,641Liabilities 2013: $5,770Net Assets 2013: $5,651,8712013Assets 2014: $6,131,211Liabilities 2014: $462,011Net Assets 2014: $5,669,2002014Assets 2015: $7,457,664Liabilities 2015: $7,359Net Assets 2015: $7,450,3052015Assets 2016: $7,700,968Liabilities 2016: $5,400Net Assets 2016: $7,695,5682016Assets 2017: $8,917,666Liabilities 2017: $520,035Net Assets 2017: $8,397,6312017Assets 2018: $8,245,242Liabilities 2018: $14,746Net Assets 2018: $8,230,4962018Assets 2019: $8,891,887Liabilities 2019: $4,575Net Assets 2019: $8,887,3122019Assets 2020: $10,015,742Liabilities 2020: $26,791Net Assets 2020: $9,988,9512020Assets 2021: $10,779,653Liabilities 2021: $13,689Net Assets 2021: $10,765,9642021Assets 2022: $10,657,177Liabilities 2022: $4,552Net Assets 2022: $10,652,6252022Assets 2023: $12,029,204Liabilities 2023: $50,023Net Assets 2023: $11,979,1812023Assets 2024: $12,479,260Liabilities 2024: $20,236Net Assets 2024: $12,459,0242024

Highlighted filing

2022

Assets$10,657,177
Liabilities$4,552
Net Assets$10,652,625
Open 2022 Filing

Operations Trend

Revenue Growth19th percentile

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

$2.0M$1.5M$1.0M$500K$0Expenses 2010: $96,7602010Expenses 2011: $89,0812011Expenses 2012: $110,1072012Revenue 2013: $227,071Expenses 2013: $104,014Net Income 2013: $123,0572013Revenue 2014: $217,871Expenses 2014: $136,146Net Income 2014: $81,7252014Revenue 2015: $1,960,447Expenses 2015: $92,690Net Income 2015: $1,867,7572015Revenue 2016: $272,429Expenses 2016: $123,127Net Income 2016: $149,3022016Revenue 2017: $592,765Expenses 2017: $145,687Net Income 2017: $447,0782017Revenue 2018: $500,395Expenses 2018: $149,634Net Income 2018: $350,7612018Revenue 2019: $261,033Expenses 2019: $154,699Net Income 2019: $106,3342019Revenue 2020: $971,649Expenses 2020: $155,992Net Income 2020: $815,6572020Revenue 2021: $830,678Expenses 2021: $83,763Net Income 2021: $746,9152021Revenue 2022: $684,698Expenses 2022: $164,163Net Income 2022: $520,5352022Revenue 2023: $1,537,626Expenses 2023: $526,616Net Income 2023: $1,011,0102023Revenue 2024: $1,355,585Expenses 2024: $809,293Net Income 2024: $546,2922024

Highlighted filing

2022

Revenue$684,698
Expenses$164,163
Net Income$520,535
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 5, 2023
Return Version
2022v5.0
Gross Receipts
$1,914,476
Mission and Program Overview

Mission

To preserve the unique character and natural resources of harvard

To preserve the unique character and natural resources of harvard.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,539,481$5,063,282▲ $523,801
Investments in Publicly Traded Securities$5,023,102$4,206,097▼ $817,005
Cash and Non-Interest-Bearing Accounts$510,969$805,550▲ $294,581
Accounts Receivable$11,627--
Pledges and Grants Receivable$66,024$5,000▼ $61,024
Prepaid Expenses and Deferred Charges$1,726$1,824▲ $98
Total Assets$10,779,653$10,657,177▼ $122,476
Other Assets Total$626,724$575,424▼ $51,300
Liabilities
Mortgage Notes Payable Secured by Investment Property$11,400--
Accounts Payable and Accrued Expenses$2,289$4,552▲ $2,263
Total Liabilities$13,689$4,552▼ $9,137
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,921,097$6,448,383▲ $527,286
Net Assets With Donor Restrictions$4,844,867$4,204,242▼ $640,625
Total Net Assets Fund Balance$10,765,964$10,652,625▼ $113,339
Total Liabilities and Net Assets / Fund Balance$10,779,653$10,657,177▼ $122,476

Asset Categories

AssetBook ValueDepreciationBasis
Land$5,058,344-$5,058,344
Other Land Buildings$4,938$744$5,682
Other Assets Org$24--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$2,311,707-▼ $172,566-$2,139,141
2021$2,081,048$9,326▲ $221,333-$2,311,707
2020$2,006,400-▲ $74,648-$2,081,048
2019$1,746,758-▲ $294,577$34,935$2,006,400
2018$1,717,349$95,665▼ $53,993$12,263$1,746,758
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Michael MortonPresident
Anya KaneTrustee
Ben UrquhartTrustee
David BurneyTrustee
Dr Robert DouglasTrustee
Ethan PrideTrustee
John LeeTrustee
Lynn ThorntonTrustee
Margaret Coyle NestlerTrustee
Matthew CroninTrustee
Peter FoleyTrustee
William KemezaTrustee
Abbe AlpertClerk
Shannon KelleyTreasurer
Gina AsheVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$373,213
Program Service Revenue
$0
Investment Income
$311,485
Other Revenue
$0
All Other Contributions
$332,693
Change in Net Assets
$520,535

Audited Revenue Reconciliation

Revenue per Audited Statements
$657,016
Revenue Not Reported on Financial Statements
$27,682
Revenue Not Reported on Form 990
$-633,874
Total Revenue per Audited Statements
$23,142
Total Revenue per Form 990
$684,698
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$136,975
Salaries, Compensation, and Employee Benefits$27,188
Total Fundraising Expense$17,042
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$27,682-$27,682
Other Salaries and Wages$12,580$11,322$1,258$25,160
Fees for Services Legal$17,296$3,268-$20,564
Fees for Services Accounting-$13,428-$13,428
Information Technology$2,964$3,921-$6,885
Office Expenses$1,024$3,976-$5,000
Occupancy-$4,400-$4,400
Insurance$2,018$1,455-$3,473
Fees for Services Other$1,391$1,391-$2,782
Payroll Taxes$1,014$913$101$2,028
Other Expenses$1,260$9,667$15,683$1,260
Advertising-$1,000-$1,000
Depreciation Depletion$744--$744
All Other Expenses$398--$398
Total Functional Expenses$60,569$86,552$17,042$164,163

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$164,163
Expenses per Audited Statements$136,481
Total Expenses per Audited Statements$136,481
Expenses Not Reported on Financial Statements$27,682
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
Backup withholding compliance
No
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The organization has three classes of members: life members, regular members, and charter members. Life members and regular members having voting rights at all member meetings.”

Form 990, Page 6, Part VI, Line 7A

“Life members and regular members have the right to elect trustees of the board of trustees.”

Form 990, Page 6, Part VI, Line 7B

“Life members and regular members all have the right to approve changes to the by-laws and constitution.”

Form 990, Page 6, Part VI, Line 11B

“The chair of the finance committee and the executive director will review the form 990 and make it available to all of the trustees.”

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

“All trustees, employees, close relatives, major donors, related organizations, and other insiders, as defined in the organization's conflict of interest policy, are required to bring any involment in a conflict or appearance of conflict to the attention of the designated trustee. The trustee selected to manage conflict of interest issues will develop a recommended course of action to be submitted to the full board of trustees as the final arbiter of the issue. Until the board of trustees vote on a recommended course of action, the individual involved is required to refrain from participating from the questionable activity and recuse and absent him/herself from discussions pertaining to the matter.”

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

“A special committee comprised of members of the governance committee, officers, and trustees evaluates and recommends executive compensation levels that the board of trustees then reviews. The special committee considers several factors when determining compensation, including performance and comparable data.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are available to the public upon request at the organization's administrative office.”

Filing and Contact Details

Filer

Filer Name
Harvard Conservation Trust
EIN
23-7305157
Phone
9784569292
Address
PO BOX 31, HARVARD, MA 01451

Signing Officer

Name
Michael Morton
Title
President
Phone
9784569292
Signed
2023-09-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Morton
Formed
1973
Legal Domicile
Ma
Voting Board Members
15
Independent Board Members
15
Employees
1
Volunteers
50

Preparer

Firm
Anstiss & Co Pc
Address
6 OMNI WAY STE 201, CHELMSFORD, MA 01824-4187
Preparer
Brendan E Toolin
Phone
9784522500
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 1, Part II, Line 5

“The organization monitors easements in the normal course of its operations.”

Schedule D, Page 1, Part II, Line 9

“Conservation easement acquisition costs are expensed as incurred.”

Schedule D, Page 2, Part V, Line 4

“The intended use of the organization's endownment funds is to provide a sustainable source of funds to support efforts to preserve the unique character and natural resources of harvard, massachusetts.”

Schedule D, Page 3, Part X

“Harvard conservation trust has been granted tax-exempt status under internal revenue code section 501(c)(3) and is, therefore, generally exempt from federal and state income taxes. Accordingly, no provision for income taxes has been provided for in the accompanying financial statements. Asc 740-10, "income taxes" requires the organization to evaluate and disclose tax positions that could have an effect on the organization's financial statements. Harvard conservation trust reports its activities to the internal revenue service and to the commonwealth of massachusetts on an annual basis. These informational returns are generally subject to audit and review by the governmental agencies for a period of three years after filing. Substantially all of harvard conservation trust's income, expenditures and activities relate to its exempt purpose, therefore, management has determined that harvard conservation trust is not subject to unrelated business income taxes and will continue to qualify as a tax- exempt not-for-profit entity.”

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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,657,177
Liabilities
$4,552
Net assets
$10,652,625
Revenue
$684,698
Expenses
$164,163
Net income
$520,535
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.5$0.02$12.5$1.36$0.81$0.55
2023Detailed filing. Detailed filing data is available for this year.$12.0$0.05$12.0$1.54$0.53$1.01
2022Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.68$0.16$0.52
2021Detailed filing. Detailed filing data is available for this year.$10.8$0.01$10.8$0.83$0.08$0.75
2020Detailed filing. Detailed filing data is available for this year.$10.0$0.03$9.99$0.97$0.16$0.82
2019Detailed filing. Detailed filing data is available for this year.$8.89$0.00$8.89$0.26$0.15$0.11
2018Detailed filing. Detailed filing data is available for this year.$8.25$0.01$8.23$0.50$0.15$0.35
2017Detailed filing. Detailed filing data is available for this year.$8.92$0.52$8.40$0.59$0.15$0.45
2016Detailed filing. Detailed filing data is available for this year.$7.70$0.01$7.70$0.27$0.12$0.15
2015Detailed filing. Detailed filing data is available for this year.$7.46$0.01$7.45$1.96$0.09$1.87
2014Detailed filing. Detailed filing data is available for this year.$6.13$0.46$5.67$0.22$0.14$0.08
2013Detailed filing. Detailed filing data is available for this year.$5.66$0.01$5.65$0.23$0.10$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.56$0.01$5.55$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.33$0.01$6.32$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.31$0.01$4.29$0.10