Civic Intelligence

Harvard Conservation Trust

990 • Fiscal year 2020 • EIN 23-7305157

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 27, 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

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

12th percentile

0.03x

Higher debt load relative to revenue than 12% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

15th percentile

$37,110

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

64th percentile

13%

Faster asset growth than 64% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

272%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$10,015,742

Up $1,123,855 (+13%) from 2019

Net Assets

Up

$9,988,951

Up $1,101,639 (+12%) from 2019

Liabilities

Up

$26,791

Up $22,216 (+486%) from 2019

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin97th percentile

Revenue

Up

$971,649

Up $710,616 (+272%) from 2019

Expenses

Up

$155,992

Up $1,293 (+0.8%) from 2019

Net Income

Up

$815,657

Up $709,323 (+667%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2020

Assets$10,015,742
Liabilities$26,791
Net Assets$9,988,951
Open 2020 Filing

Operations Trend

Revenue Growth97th 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

2020

Revenue$971,649
Expenses$155,992
Net Income$815,657
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 27, 2023
Return Version
2020v4.0
Gross Receipts
$3,876,785
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
Investments in Publicly Traded Securities$4,890,562$4,632,646▼ $257,916
Land, Buildings, and Equipment, Net$3,340,008$4,539,481▲ $1,199,473
Cash and Non-Interest-Bearing Accounts$74,932$224,042▲ $149,110
Pledges and Grants Receivable$9,609$42,497▲ $32,888
Prepaid Expenses and Deferred Charges$1,352$1,652▲ $300
Total Assets$8,891,887$10,015,742▲ $1,123,855
Other Assets Total$575,424$575,424→ $0
Liabilities
Accounts Payable and Accrued Expenses$4,575$15,391▲ $10,816
Mortgage Notes Payable Secured by Investment Property-$11,400-
Total Liabilities$4,575$26,791▲ $22,216
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,834,846$5,226,166▲ $1,391,320
Net Assets With Donor Restrictions$5,052,466$4,762,785▼ $289,681
Total Net Assets Fund Balance$8,887,312$9,988,951▲ $1,101,639
Total Liabilities and Net Assets / Fund Balance$8,891,887$10,015,742▲ $1,123,855

Asset Categories

AssetBook ValueDepreciationBasis
Land$4,539,481-$4,539,481
Other Land Buildings-$3,040$3,040
Other Assets Org$24--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2017$1,515,931$48,561▲ $183,166$30,309$1,717,349
2016$1,426,970$65,253▲ $52,246$28,538$1,515,931
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseTotal
David OutmanExecutive DiFT$37,110$37,110
Brian ColleranExecutive DiFT$7,308$7,308

Board Members and Trustees

NameTitle
Michael MortonPresident
Abbe AlpertTrustee
Ben UrquhartTrustee
Bob DouglasTrustee
Chris CandonTrustee
Gina AsheTrustee
John LeeTrustee
Margaret MurphyTrustee
Matthew MostollerTrustee
Teresa GartiTrustee
Trish HurterTrustee
William KemezaTrustee
Marc SevignyClerk
Rudolph MinarTreasurer
Tom CottonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,099,268
Program Service Revenue
$0
Investment Income
$-127,619
Other Revenue
$0
All Other Contributions
$1,066,827
Change in Net Assets
$815,657

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Other1$561,500Fair Market Value
Securities Publicly Traded3$28,449Fair Market Value
Total Noncash Contributions4$589,949-

Audited Revenue Reconciliation

Revenue per Audited Statements
$942,446
Revenue Not Reported on Financial Statements
$29,203
Revenue Not Reported on Form 990
$285,982
Total Revenue per Audited Statements
$1,228,428
Total Revenue per Form 990
$971,649
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$104,490
Salaries, Compensation, and Employee Benefits$51,502
Total Fundraising Expense$7,594
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$24,578$16,083$7,022$47,683
Fees for Service Investment Mgmnt Fees-$29,203-$29,203
Fees for Services Legal$17,763$980-$18,743
Fees for Services Other$17,464--$17,464
Office Expenses$1,053$3,094-$4,147
Payroll Taxes$2,001$1,246$572$3,819
Advertising-$3,461-$3,461
Occupancy-$2,800-$2,800
Insurance$1,717$724-$2,441
Fees for Services Accounting-$850-$850
Information Technology-$713-$713
Other Expenses$2,037$412-$412
Depreciation Depletion$312$34-$346
Total Functional Expenses$87,258$61,140$7,594$155,992

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$155,992
Expenses per Audited Statements$126,789
Total Expenses per Audited Statements$126,789
Expenses Not Reported on Financial Statements$29,203
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
2023-03-27
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
3
Volunteers
67

Preparer

Firm
Anstiss & Co Pc
Address
6 OMNI WAY SUITE 201, CHELMSFORD, MA 01824-4141
Preparer
Brendan E Toolin
Phone
9784522500
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item B

“The return is being amended upon completion of the organization's audit to update financial information in parts i, iii, iv, viii, ix, x, xi, as well as schedules a, d, and o.”

Form 990, Part IX, Line 11G

“Engineering services 17,464 0 0”

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

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,015,742
Liabilities
$26,791
Net assets
$9,988,951
Revenue
$971,649
Expenses
$155,992
Net income
$815,657
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