Civic Intelligence

Anne Arundel County Trust for Preservation Inc.

990 • Fiscal year 2015 • EIN 52-1528929

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 18, 2016

Organization ProfileANNEARUNDELTRUST.ORG
PO Box 1573Annapolis, MD 21404-1573

(410) 934-8700

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

16th percentile

-19%

Higher net margin than 16% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

25th percentile

-13%

Faster asset growth than 25% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-61%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$51,631

Down $7,756 (-13%) from 2014

Net Assets

Down

$51,631

Down $7,756 (-13%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin16th percentile

Revenue

Down

$40,276

Down $62,852 (-61%) from 2014

Expenses

Down

$48,032

Down $72,813 (-60%) from 2014

Net Income

Up

-$7,756

Up $9,961 (+56%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$200K$150K$100K$50K$0Assets 2011: $154,699Liabilities 2011: $0Net Assets 2011: $154,6992011Assets 2012: $103,499Liabilities 2012: $0Net Assets 2012: $103,4992012Assets 2013: $77,104Liabilities 2013: $0Net Assets 2013: $77,1042013Assets 2014: $59,387Liabilities 2014: $0Net Assets 2014: $59,3872014Assets 2015: $51,631Liabilities 2015: $0Net Assets 2015: $51,6312015Assets 2016: $54,116Liabilities 2016: $0Net Assets 2016: $54,1162016Assets 2017: $42,697Liabilities 2017: $0Net Assets 2017: $42,6972017Assets 2018: $44,311Liabilities 2018: $0Net Assets 2018: $44,3112018Assets 2019: $57,442Liabilities 2019: $0Net Assets 2019: $57,4422019Assets 2020: $58,124Liabilities 2020: $0Net Assets 2020: $58,1242020Assets 2021: $65,288Net Assets 2021: $65,2902021Assets 2022: $73,787Net Assets 2022: $73,7872022Assets 2023: $84,825Net Assets 2023: $84,8252023Assets 2024: $90,418Net Assets 2024: $90,4182024Assets 2025: $96,368Net Assets 2025: $96,3682025

Highlighted filing

2015

Assets$51,631
Liabilities$0
Net Assets$51,631
Open 2015 Filing

Operations Trend

Revenue Growth7th percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $130,6572011Expenses 2012: $134,0082012Expenses 2013: $104,0142013Revenue 2014: $103,128Expenses 2014: $120,845Net Income 2014: -$17,7172014Revenue 2015: $40,276Expenses 2015: $48,032Net Income 2015: -$7,7562015Revenue 2016: $28,150Expenses 2016: $25,665Net Income 2016: $2,4852016Revenue 2017: $39,599Expenses 2017: $51,018Net Income 2017: -$11,4192017Revenue 2018: $24,868Expenses 2018: $23,254Net Income 2018: $1,6142018Revenue 2019: $49,142Expenses 2019: $36,011Net Income 2019: $13,1312019Revenue 2020: $16,639Expenses 2020: $15,957Net Income 2020: $6822020Revenue 2021: $14,254Expenses 2021: $7,088Net Income 2021: $7,1662021Revenue 2022: $13,498Expenses 2022: $5,979Net Income 2022: $7,5192022Revenue 2023: $14,114Expenses 2023: $3,076Net Income 2023: $11,0382023Revenue 2024: $20,264Expenses 2024: $14,671Net Income 2024: $5,5932024Revenue 2025: $8,028Expenses 2025: $2,078Net Income 2025: $5,9502025

Highlighted filing

2015

Revenue$40,276
Expenses$48,032
Net Income-$7,756
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 18, 2016
Return Version
2014v6.0
Gross Receipts
$40,276
Mission and Program Overview

Mission

Historical preservation, education and promotion

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$40,070$32,656▼ $7,414
Savings and Temporary Cash Investments$14,482$16,613▲ $2,131
Land, Buildings, and Equipment, Net$4,835$2,362▼ $2,473
Total Assets$59,387$51,631▼ $7,756
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$59,387$51,631▼ $7,756
Total Net Assets Fund Balance$59,387$51,631▼ $7,756
Total Liabilities and Net Assets / Fund Balance$59,387$51,631▼ $7,756

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,362$61,582$63,944
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Anastasia PoulosChair
Pat MelvilleVice Chair
Al LuckenbachBoard
Bridget BlakeBoard
Caitlin MerrittBoard
Donna HoleBoard
Donna Ware LuckenbachBoard
James W CheeversBoard
Jane McwilliamsBoard
Richard Marjorie JohnsonBoard
Sherri Marsh JohnsBoard
Teri Von Adelung BondBoard
Willard MumfordBoard
Becky Bartlett HutchinsonSecretary
John KilleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$35,889
Program Service Revenue
$4,372
Investment Income
$15
Other Revenue
$0
All Other Contributions
$19,570
Change in Net Assets
$-7,756
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,532
Grants and Similar Amounts Paid$1,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$35,092--$35,092
Fees for Services Accounting-$2,675-$2,675
Fees for Services Legal-$2,579-$2,579
Depreciation Depletion$2,361$112-$2,473
Grants to Domestic Orgs$1,500--$1,500
Occupancy$900--$900
Office Expenses$672$17-$689
All Other Expenses$345--$345
Other Expenses$167$241-$167
Total Functional Expenses$42,408$5,624$0$48,032
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Caitlin MerrittBoardSubcontract ServicesNo$23,290
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Aa Co Trust for Preservation Inc
EIN
52-1528929
Address
PO BOX 1573, ANNAPOLIS, MD 21404-1573

Signing Officer

Name
John Kille
Title
Treasurer
Signed
2016-02-18
Discuss with paid preparer
Yes

Organization Details

Formed
1987
Legal Domicile
Md
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
20

Preparer

Firm
Karen Mwhaley CPA
Address
839 BESTGATE RD STE 400, ANNAPOLIS, MD 21401-3474
Preparer
Karen M Whaley CPA
Phone
4109348700
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contract labor 35,092 0 0”

Raw XML Appendix398 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt083259
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0342709
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt011
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt049
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0107
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt04387
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99970
IRS990ScheduleA/PublicSupportPY170Pct00.99960
IRS990ScheduleA/PublicSupportTotal170Amt0371925
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt06319
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt06369
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt04836
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt029216
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt040261
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0100472
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt082272
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt088095
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IRS990ScheduleA/TotalSupportAmt0372032
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02362
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt061582
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt063944
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02362
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0CAITLIN MERRITT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt023290
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0SUBCONTRACT SERVICES
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONTRACT LABOR 35,092 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt051631
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt042408
IRS990/TotalFunctionalExpensesGrp/TotalAmt048032
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceRevenueAmt04372
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt059387
IRS990/UnrestrictedNetAssetsGrp/EOYAmt051631
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0ANNEARUNDELTRUST.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN KILLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AA CO TRUST FOR PRESERVATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ANNE
ReturnHeader/Filer/EIN0521528929
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1573
ReturnHeader/Filer/USAddress/CityNm0ANNAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd0214041573
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KAREN MWHALEY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0839 BESTGATE RD STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANNAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0214013474
ReturnHeader/PreparerPersonGrp/PhoneNum04109348700
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN M WHALEY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-02-26T18:29:37-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,631
Liabilities
$0
Net assets
$51,631
Revenue
$40,276
Expenses
$48,032
Net income
-$7,756
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.96$0.96$0.08$0.02$0.06
2024Detailed filing. Detailed filing data is available for this year.$0.90$0.90$0.20$0.15$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.85$0.14$0.03$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.74$0.74$0.13$0.06$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.14$0.07$0.07
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.00$0.58$0.17$0.16$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.49$0.36$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.25$0.23$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.40$0.51$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.28$0.26$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.40$0.48$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$1.03$1.21$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.00$0.77$1.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.00$1.03$1.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.00$1.55$1.31