Civic Intelligence

Springfield Preservation Trust Inc

990EZ • Fiscal year 2016 • EIN 23-7309820

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 16, 2017

74 Walnut StreetSpringfield, MA 01105

(413) 747-0656

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

87th percentile

35%

Higher net margin than 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

68th percentile

15%

Faster asset growth than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Assets

Up

$73,196

Up $9,400 (+15%) from 2015

Net Assets

Up

$73,107

Up $9,311 (+15%) from 2015

Liabilities

$89

No earlier filing loaded for comparison.

Revenue

Up

$26,617

Up $305,422 (+110%) from 2015

Expenses

Down

$17,307

Down $5,173 (-23%) from 2015

Net Income

Up

$9,310

Up $310,595 (+103%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2014: $369,583Liabilities 2014: $4,500Net Assets 2014: $365,0832014Assets 2015: $63,796Net Assets 2015: $63,7962015Assets 2016: $73,196Liabilities 2016: $89Net Assets 2016: $73,1072016Assets 2017: $80,979Net Assets 2017: $80,9792017Assets 2018: $99,865Liabilities 2018: $145Net Assets 2018: $99,7202018Assets 2019: $119,677Net Assets 2019: $119,6772019Assets 2020: $128,362Net Assets 2020: $128,3622020Assets 2022: $139,186Liabilities 2022: $599Net Assets 2022: $138,5872022Assets 2023: $350,517Liabilities 2023: $160,421Net Assets 2023: $190,0962023

Highlighted filing

2016

Assets$73,196
Liabilities$89
Net Assets$73,107

Operations Trend

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

$200K$0-$200K-$400KRevenue 2014: $63,323Expenses 2014: $39,196Net Income 2014: $24,1272014Revenue 2015: -$278,805Expenses 2015: $22,480Net Income 2015: -$301,2852015Revenue 2016: $26,617Expenses 2016: $17,307Net Income 2016: $9,3102016Revenue 2017: $23,489Expenses 2017: $15,618Net Income 2017: $7,8712017Revenue 2018: $35,936Expenses 2018: $17,195Net Income 2018: $18,7412018Revenue 2019: $40,037Expenses 2019: $20,080Net Income 2019: $19,9572019Revenue 2020: $34,290Expenses 2020: $25,607Net Income 2020: $8,6832020Revenue 2022: $43,847Expenses 2022: $41,955Net Income 2022: $1,8922022Revenue 2023: $100,021Expenses 2023: $48,513Net Income 2023: $51,5082023

Highlighted filing

2016

Revenue$26,617
Expenses$17,307
Net Income$9,310
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 16, 2017
Return Version
2015v3.0
Gross Receipts
$26,617
Mission and Program Overview

Mission

The mission of the organization is to preserve and protect properties in springfield, massachusetts which have architectural, historic, educational, or general cultural significance for public edification and enjoyment.

Program Services

DescriptionGrantsExpenses
QUARTERLY NEWSLETTERS AND WEBSITE - UPDATES MENBERS OF THE ACTIVITIES OF THE ORGANIZATION. UPCOMING EVENTS, DESCRIPTIONS OF PAST EVENTS, PRESERVATION ADVOCACY UPDATES, BUILDING PRESERVATION AND SPRINGFIELD HISTORY ARE SOME OF THE MOST COMMON TOPICS. ANNUAL MEETING AS WELL AS OTHER EVENTS ARE PLANNED AND CONDUCTED TO HELP PROMOTE THE PRESERVATION OF HISTORICAL SITES THOUGHT OUT SPRINGFIELD, MA.-$12,897
HISTORIC HOUSE TOURS - HISTORIC ASSETS OF SPRINGFIELD ARE SHOWCASED WHEN HOMEOWNERS OPEN THEIR HOMES AND HELP BRING APPRECIATION AND EDUCATION TO THE PUBLIC ABOUT HISTORIC PRESERVATION.-$3,763
ANNUAL AWARDS - THE PRESERVATION AWARDS HONOR THE PEOPLE AND ORGANIZATIONS THAT HELP RESTORE HISTORIC STRUCTURES IN SPRINGFIELD, MASSACHUSETTS. EVERY YEAR THE ORGANIZATION SHOWCASES EXEMPLARY PROPERTIES THAT REPRESENT THE BEST PRESERVATION IN SPRINGFIELD OVER THE PREVIOUS YEAR.-$73
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DON COURTEMANCHEPresident-$0--
ELIZABETH RAIRIGHVice Preside-$0--
GAYLE WHITETreasurer-$0--
JOANNE CARDELLSecretary-$0--
JOHN BELLOWSDirector-$0--
TIM CUMMINGSDirector-$0--
STEPHEN DAVISDirector-$0--
MELVIN A EDWARDSDirector-$0--
GAVIN GARDNERDirector-$0--
ROBERTA KILKENNYDirector-$0--
JESSE LEDERMANDirector-$0--
ROBERT LOUDERDirector-$0--
ROBERT MCCARROLDirector-$0--
GUY MCLAINDirector-$0--
DENISE MOCCIADirector-$0--
KATHLEEN PELLEGRINODirector-$0--
MIKE STEVENSDirector-$0--
MARILYN SUTINDirector-$0--
ALICIA ZOELLERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Springfield Preservation Trust
EIN
23-7309820
Phone
4137470656
Address
74 WALNUT STREET, SPRINGFIELD, MA 01105

Signing Officer

Name
Don Courtemanche
Title
President
Phone
4137363461
Signed
2017-01-16
Discuss with paid preparer
Yes

Preparer

Firm
Burgess Schultz & Robb Pc
Address
PO BOX 467, EAST LONGMEADOW, MA 01028-0467
Preparer
N Andrew Robb
Phone
4135250025
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Miscellaneous income 2 total 2

Form 990-ez, Part I, Line 16

Expenses advertising 1,537 office expenses 984 bank and credit card fees 434 telephone 896 web hosting 574 insurance - liability 1,114 insurance 524 annual filing fees 50 annual meeting & awards 73 donation 100 event expenses 2,649 miscellaneous 36 total 8,971

Form 990-ez, Part II, Line 26

Unsecured notes and loans payable 0 89

Form 990-ez, Part III

The mission of the organization is to preserve and protect properties in springfield, massachusetts which have architectural, historic, educational, or general cultural significance for public edification and enjoyment.

Form 990-ez, Part III, Line 28

Annual awards - the preservation awards honor the people and organizations that help restore historic structures in springfield, massachusetts. Every year the organization showcases exemplary properties that represent the best preservation in springfield over the previous year.

Form 990-ez, Part III, Line 31

Quarterly newsletters and website - updates menbers of the activities of the organization. Upcoming events, descriptions of past events, preservation advocacy updates, building preservation and springfield history are some of the most common topics. Annual meeting as well as other events are planned and conducted to help promote the preservation of historical sites thought out springfield, ma.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HISTORIC HOUSE TOURS - HISTORIC ASSETS OF SPRINGFIELD ARE SHOWCASED WHEN HOMEOWNERS OPEN THEIR HOMES AND HELP BRING APPRECIATION AND EDUCATION TO THE PUBLIC ABOUT HISTORIC PRESERVATION.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS INCOME 2 TOTAL 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 1,537 OFFICE EXPENSES 984 BANK AND CREDIT CARD FEES 434 TELEPHONE 896 WEB HOSTING 574 INSURANCE - LIABILITY 1,114 INSURANCE 524 ANNUAL FILING FEES 50 ANNUAL MEETING & AWARDS 73 DONATION 100 EVENT EXPENSES 2,649 MISCELLANEOUS 36 TOTAL 8,971
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNSECURED NOTES AND LOANS PAYABLE 0 89
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MISSION OF THE ORGANIZATION IS TO PRESERVE AND PROTECT PROPERTIES IN SPRINGFIELD, MASSACHUSETTS WHICH HAVE ARCHITECTURAL, HISTORIC, EDUCATIONAL, OR GENERAL CULTURAL SIGNIFICANCE FOR PUBLIC EDIFICATION AND ENJOYMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUAL AWARDS - THE PRESERVATION AWARDS HONOR THE PEOPLE AND ORGANIZATIONS THAT HELP RESTORE HISTORIC STRUCTURES IN SPRINGFIELD, MASSACHUSETTS. EVERY YEAR THE ORGANIZATION SHOWCASES EXEMPLARY PROPERTIES THAT REPRESENT THE BEST PRESERVATION IN SPRINGFIELD OVER THE PREVIOUS YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5QUARTERLY NEWSLETTERS AND WEBSITE - UPDATES MENBERS OF THE ACTIVITIES OF THE ORGANIZATION. UPCOMING EVENTS, DESCRIPTIONS OF PAST EVENTS, PRESERVATION ADVOCACY UPDATES, BUILDING PRESERVATION AND SPRINGFIELD HISTORY ARE SOME OF THE MOST COMMON TOPICS. ANNUAL MEETING AS WELL AS OTHER EVENTS ARE PLANNED AND CONDUCTED TO HELP PROMOTE THE PRESERVATION OF HISTORICAL SITES THOUGHT OUT SPRINGFIELD, MA.
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ReturnHeader/Filer/USAddress/ZIPCd001105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043578147
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BURGESS SCHULTZ & ROBB PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 467
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAST LONGMEADOW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0010280467
ReturnHeader/PreparerPersonGrp/PhoneNum04135250025
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0N ANDREW ROBB
ReturnHeader/ReturnTs02017-02-06T13:43:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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