Civic Intelligence

Springfield Preservation Trust Inc

990EZ • Fiscal year 2018 • EIN 23-7309820

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 08, 2018

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

86th percentile

53%

Faster revenue growth than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$99,865

Up $18,886 (+23%) from 2017

Net Assets

Up

$99,720

Up $18,741 (+23%) from 2017

Liabilities

$145

No earlier filing loaded for comparison.

Revenue

Up

$35,936

Up $12,447 (+53%) from 2017

Expenses

Up

$17,195

Up $1,577 (+10%) from 2017

Net Income

Up

$18,741

Up $10,870 (+138%) from 2017

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 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

2018

Assets$99,865
Liabilities$145
Net Assets$99,720

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 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

2018

Revenue$35,936
Expenses$17,195
Net Income$18,741
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 8, 2018
Return Version
2017v2.3
Gross Receipts
$35,936
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 MEMBERS 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 THROUGH OUT SPRINGFIELD, MA.-$13,480
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.-$1,367
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.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DON COURTEMANCHEPresident-$0--
MARILYN SUTINTreasurer-$0--
ROBERTA KILKENNYSecretary-$0--
JOHN BELLOWSDirector-$0--
JOANNE CARDELLDirector-$0--
STEPHEN DAVISDirector-$0--
MELVIN A EDWARDSDirector-$0--
JESSE LEDERMANDirector-$0--
ROBERT LOUDERDirector-$0--
ROBERT MCCARROLDirector-$0--
DENISE MOCCIADirector-$0--
KATHLEEN PELLEGRINODirector-$0--
MIKE STEVENSDirector-$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
2018-11-08
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 16

Expenses advertising 517 office expenses 875 bank and credit card fees 220 telephone 990 web hosting 861 insurance 2,298 annual filing fees 50 donation 100 event expenses 1,367 miscellaneous 121 total 7,399

Form 990-ez, Part II, Line 24

Accounts receivable 0 200 total 0 200

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 145

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 members 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 through out springfield, ma.

Raw XML Appendix211 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.

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IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 517 OFFICE EXPENSES 875 BANK AND CREDIT CARD FEES 220 TELEPHONE 990 WEB HOSTING 861 INSURANCE 2,298 ANNUAL FILING FEES 50 DONATION 100 EVENT EXPENSES 1,367 MISCELLANEOUS 121 TOTAL 7,399
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 145
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 MEMBERS 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 THROUGH OUT SPRINGFIELD, MA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DON COURTEMANCHE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04137363461
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-08
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ReturnHeader/Filer/EIN0237309820
ReturnHeader/Filer/PhoneNum04137470656
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ReturnHeader/FilingSecurityInformation/IPTm013:57:46
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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/PreparationDt02018-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0N ANDREW ROBB
ReturnHeader/ReturnTs02018-11-15T14:57:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits