Civic Intelligence

Center for Preservation Initiatives

990 • Fiscal year 2013 • EIN 52-2076790

Jan 01, 2013 to Dec 31, 2013 • Filed on Feb 15, 2014

Organization Profilehttps: preservationaction.org preservationaction foundation
401 F Street NWRoom/Suite 33120001

(610) 344-9630

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.07x

Higher debt load relative to assets than 73% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

71st percentile

0.03x

Higher debt load relative to revenue than 71% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

45th percentile

0.9%

Higher net margin than 45% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

44th percentile

-0.7%

Faster asset growth than 44% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

59th percentile

7.8%

Faster revenue growth than 59% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$18,895

Down $136 (-0.7%) from 2012

Net Assets

Up

$17,524

Up $413 (+2.4%) from 2012

Liabilities

Down

$1,371

Down $549 (-29%) from 2012

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin45th percentile

Revenue

$47,202

No earlier filing loaded for comparison.

Expenses

Up

$46,791

Up $16,374 (+54%) from 2012

Net Income

$411

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$100K$50K$0Assets 2010: $30,998Liabilities 2010: $9,869Net Assets 2010: $21,1292010Assets 2011: $16,104Liabilities 2011: $3,092Net Assets 2011: $13,0122011Assets 2012: $19,031Liabilities 2012: $1,920Net Assets 2012: $17,1112012Assets 2013: $18,895Liabilities 2013: $1,371Net Assets 2013: $17,5242013Assets 2014: $33,355Liabilities 2014: $960Net Assets 2014: $32,3952014Assets 2015: $17,133Liabilities 2015: $1,281Net Assets 2015: $15,8522015Assets 2016: $5,430Liabilities 2016: $3,601Net Assets 2016: $1,8292016Assets 2017: $25,781Liabilities 2017: $5,775Net Assets 2017: $20,0062017Assets 2018: $23,639Liabilities 2018: $10,375Net Assets 2018: $13,2642018Assets 2019: $24,700Liabilities 2019: $7,539Net Assets 2019: $17,1612019Assets 2020: $56,349Liabilities 2020: $37,4882020Assets 2021: $69,356Liabilities 2021: $33,880Net Assets 2021: $35,4762021Assets 2022: $76,088Liabilities 2022: $31,950Net Assets 2022: $44,1382022Assets 2023: $64,217Liabilities 2023: $33,397Net Assets 2023: $30,8202023Assets 2024: $83,560Liabilities 2024: $66,067Net Assets 2024: $17,4932024

Highlighted filing

2013

Assets$18,895
Liabilities$1,371
Net Assets$17,524
Open 2013 Filing

Operations Trend

Revenue Growth59th percentile

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

$100K$50K$0-$50KExpenses 2010: $52,7832010Revenue 2011: $40,602Expenses 2011: $48,719Net Income 2011: -$8,1172011Expenses 2012: $30,4172012Revenue 2013: $47,202Expenses 2013: $46,791Net Income 2013: $4112013Revenue 2014: $67,858Expenses 2014: $52,987Net Income 2014: $14,8712014Revenue 2015: $31,648Expenses 2015: $48,191Net Income 2015: -$16,5432015Revenue 2016: $24,691Expenses 2016: $38,714Net Income 2016: -$14,0232016Revenue 2017: $51,647Expenses 2017: $33,470Net Income 2017: $18,1772017Revenue 2018: $48,372Expenses 2018: $55,114Net Income 2018: -$6,7422018Revenue 2019: $59,223Expenses 2019: $55,326Net Income 2019: $3,8972019Revenue 2020: $57,727Expenses 2020: $56,027Net Income 2020: $1,7002020Revenue 2021: $73,935Expenses 2021: $57,320Net Income 2021: $16,6152021Revenue 2022: $50,428Expenses 2022: $41,766Net Income 2022: $8,6622022Revenue 2023: $63,907Expenses 2023: $77,225Net Income 2023: -$13,3182023Revenue 2024: $68,696Expenses 2024: $82,023Net Income 2024: -$13,3272024

Highlighted filing

2013

Revenue$47,202
Expenses$46,791
Net Income$411
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Feb 15, 2014
Return Version
2013v3.1
Gross Receipts
$76,057
Mission and Program Overview

Mission

Preparation, publication and distribution of newsletters, educational papers and research regarding historical preservation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$16,022-
Cash and Non-Interest-Bearing Accounts$19,033$2,873▼ $16,160
Total Assets$19,033$18,895▼ $138
Liabilities
Deferred Revenue$1,920$1,371▼ $549
Total Liabilities$1,920$1,371▼ $549
Net Assets / Fund Balance
Unrestricted Net Assets$17,113$17,524▲ $411
Total Net Assets Fund Balance$17,113$17,524▲ $411
Total Liabilities and Net Assets / Fund Balance$19,033$18,895▼ $138
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Shannon Shea MillerPresident
Brad White-
Erik Hein-
Jenny Spritzer-
Nancy Finegood-
Richard Nettler-
Ruben Mcknight-
Thomas Moriartiy-
Toni Lee-
Peter BentonSecretary
A Roy SmithTreasurer
Nellie LongsworthVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$61,190
Program Service Revenue
$0
Investment Income
$22
Other Revenue
$-14,010
All Other Contributions
$61,190
Change in Net Assets
$411
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,791
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$37,346--$37,346
Office Expenses$7,769--$7,769
Fees for Services Accounting-$895-$895
Fees for Services Other$527$59-$586
Travel$195--$195
Total Functional Expenses$45,837$954$0$46,791
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$28,855
Fundraising Gross Income$14,845
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
Backup withholding compliance
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
No
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 7A

“ANNUAL MEETINGS”

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

“YES ALL DECISIONS”

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

“No review was or will be conducted.”

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

“Reviewed at annual meeting”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

EIN
52-2076790
Phone
6103449630

Signing Officer

Name
Roy Smith
Title
Treasurer
Phone
6103449630
Signed
2014-02-15

Organization Details

Principal Officer
Roy Smith
Formed
1998
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Preparer
Michael J Wylam
Phone
6104368100
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“PUBLICATIONS”

Raw XML Appendix342 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PUBLICATIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2YES ALL DECISIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REVIEWED AT ANNUAL MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01920
IRS990/TotalLiabilitiesEOYAmt01371
IRS990/TotalLiabilitiesGrp/BOYAmt01920
IRS990/TotalLiabilitiesGrp/EOYAmt01371
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt017113
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt017524
IRS990/TotalOtherProgSrvcExpenseAmt045837
IRS990/TotalProgramServiceExpensesAmt045837
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt022
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt047202
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt019033
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt018895
IRS990/TravelGrp/ProgramServicesAmt0195
IRS990/TravelGrp/TotalAmt0195
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt017113
IRS990/UnrestrictedNetAssetsGrp/EOYAmt017524
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1021 W WASHINGTON STREET 211
IRS990/USAddress/City0WEST CHESTER
IRS990/USAddress/State0PA
IRS990/USAddress/ZIPCode019380
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROY SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06103449630
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10CENTER FOR PRESERVATION INITIATIVES
ReturnHeader/Filer/BusinessNameControlTxt0CENT
ReturnHeader/Filer/EIN0522076790
ReturnHeader/Filer/PhoneNum06103449630
ReturnHeader/Filer/USAddress/AddressLine10401 F STREET NW
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 331
ReturnHeader/Filer/USAddress/City0WASHINGTON
ReturnHeader/Filer/USAddress/State0DC
ReturnHeader/Filer/USAddress/ZIPCode020001
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10PAGANI & WYLAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10136 N CHURCH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WEST CHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode019380
ReturnHeader/PreparerPersonGrp/PhoneNum06104368100
ReturnHeader/PreparerPersonGrp/PreparationDt02014-02-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J WYLAM
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-02-21T15:53:26-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,895
Liabilities
$1,371
Net assets
$17,524
Revenue
$47,202
Expenses
$46,791
Net income
$411
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$83.6$66.1$17.5$68.7$82.0$13.3
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.2$33.4$30.8$63.9$77.2$13.3
2022Detailed filing. Detailed filing data is available for this year.$76.1$32.0$44.1$50.4$41.8$8.66
2021Detailed filing. Detailed filing data is available for this year.$69.4$33.9$35.5$73.9$57.3$16.6
2020Summary only. Only limited summary data is available for this year.$56.3$37.5$57.7$56.0$1.70
2019Detailed filing. Detailed filing data is available for this year.$24.7$7.54$17.2$59.2$55.3$3.90
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.6$10.4$13.3$48.4$55.1$6.74
2017Detailed filing. Detailed filing data is available for this year.$25.8$5.78$20.0$51.6$33.5$18.2
2016Detailed filing. Detailed filing data is available for this year.$5.43$3.60$1.83$24.7$38.7$14.0
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.1$1.28$15.9$31.6$48.2$16.5
2014Detailed filing. Detailed filing data is available for this year.$33.4$0.96$32.4$67.9$53.0$14.9
2013Detailed filing. Detailed filing data is available for this year.$18.9$1.37$17.5$47.2$46.8$0.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.0$1.92$17.1$30.4
2011Summary only. Only limited summary data is available for this year.$16.1$3.09$13.0$40.6$48.7$8.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.0$9.87$21.1$52.8
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • <$500k nonprofits