Civic Intelligence

Unity Farm Sanctuary Inc.

990 • Fiscal year 2019 • EIN 81-4984951

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

17 Unity LaneSherborn, MA 01770

(508) 848-8368

Siviq Scores

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

Liabilities / Assets

24th percentile

0.01x

Higher debt load relative to assets than 24% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

27th percentile

0.02x

Higher debt load relative to revenue than 27% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

85th percentile

29%

Faster asset growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

84th percentile

39%

Faster revenue growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,032,891

Up $231,656 (+29%) from 2018

Net Assets

Up

$1,027,002

Up $236,324 (+30%) from 2018

Liabilities

Down

$5,889

Down $4,668 (-44%) from 2018

Revenue

Up

$333,129

Up $93,394 (+39%) from 2018

Expenses

Down

$163,692

Down $72,513 (-31%) from 2018

Net Income

Up

$169,437

Up $165,907 (+4700%) from 2018

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2017: $804,107Liabilities 2017: $0Net Assets 2017: $804,1072017Assets 2018: $801,235Liabilities 2018: $10,557Net Assets 2018: $790,6782018Assets 2019: $1,032,891Liabilities 2019: $5,889Net Assets 2019: $1,027,0022019Assets 2020: $1,129,801Liabilities 2020: $172,090Net Assets 2020: $957,7112020Assets 2021: $2,128,123Liabilities 2021: $186,548Net Assets 2021: $1,941,5752021Assets 2022: $2,298,569Liabilities 2022: $204,045Net Assets 2022: $2,094,5242022Assets 2023: $2,620,046Liabilities 2023: $187,210Net Assets 2023: $2,432,8362023Assets 2024: $3,143,101Liabilities 2024: $220,955Net Assets 2024: $2,922,1462024

Highlighted filing

2019

Assets$1,032,891
Liabilities$5,889
Net Assets$1,027,002

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2017: $992,748Expenses 2017: $188,641Net Income 2017: $804,1072017Revenue 2018: $239,735Expenses 2018: $236,205Net Income 2018: $3,5302018Revenue 2019: $333,129Expenses 2019: $163,692Net Income 2019: $169,4372019Revenue 2020: $307,892Expenses 2020: $410,087Net Income 2020: -$102,1952020Revenue 2021: $1,563,160Expenses 2021: $645,300Net Income 2021: $917,8602021Revenue 2022: $986,835Expenses 2022: $706,385Net Income 2022: $280,4502022Revenue 2023: $1,278,154Expenses 2023: $923,802Net Income 2023: $354,3522023Revenue 2024: $1,479,991Expenses 2024: $1,079,352Net Income 2024: $400,6392024

Highlighted filing

2019

Revenue$333,129
Expenses$163,692
Net Income$169,437
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$358,118
Mission and Program Overview

Mission

To provide a safe and loving lifelong home for farm animals, to offer educational programs to the public, and to promote a culture of kindness and connection. To support the new england community and make a difference in the lives of animals, people and the world around us.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$790,455$1,027,002▲ $236,547
Investments Other Securities$369,779$582,630▲ $212,851
Land, Buildings, and Equipment, Net$360,631$348,683▼ $11,948
Cash and Non-Interest-Bearing Accounts$7,245$63,610▲ $56,365
Savings and Temporary Cash Investments$63,579$37,968▼ $25,611
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$801,234$1,032,891▲ $231,657
Liabilities
Accounts Payable and Accrued Expenses$10,779$5,889▼ $4,890
Total Liabilities$10,779$5,889▼ $4,890
Net Assets / Fund Balance
Total Net Assets Fund Balance$790,455$1,027,002▲ $236,547
Total Liabilities and Net Assets / Fund Balance$801,234$1,032,891▲ $231,657

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$260,490$15,831$276,321
Other Land Buildings$88,193$12,600$100,793
Other Securities$22,160--
Compensation and Service Providers

Board Members and Trustees

NameTitle
John D HalamkaPresident
James N LoscoccoDirector
Lara HeilbrunDirector
Liz SlatteryDirector
Micky TripathiDirector
Nancy RosenthalDirector
Kathy a HalamkaTreasurer/clerk
Revenue and Support

Revenue Composition

Contributions and Grants
$312,836
Program Service Revenue
$10,485
Investment Income
$9,808
Other Revenue
$0
All Other Contributions
$312,836
Change in Net Assets
$169,437

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
Securities Publicly Traded6$101,824Dagmar - Mean Value Nyse
Total Noncash Contributions6$101,824-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$163,692
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
Occupancy$90,000--$90,000
Depreciation Depletion$11,948--$11,948
Fees for Service Investment Mgmnt Fees-$4,552-$4,552
Fees for Services Accounting-$4,200-$4,200
Conferences and Meetings$3,462--$3,462
Other Expenses$3,062--$3,062
All Other Expenses$2,043--$2,043
Advertising$1,978--$1,978
Interest-$992-$992
Travel$566--$566
Fees for Services Other-$254-$254
Office Expenses-$84-$84
Total Functional Expenses$153,610$10,082$0$163,692
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
John D HalamkaPresident & DirectorRent PaidNo$90,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

John d halamka and kathy a halamka are married and serve as officers and are on the board of directors. Lara heilburn is a member of the board of directors and is their adult daughter.

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed by a member of the board of directors before filing.

Form 990, Part VI, Section B, Line 12C

Written conflict of interest policy is reviewed and monitored by board of directors.

Form 990, Part VI, Section C, Line 18

Governing documents, conflict of interest policy, and financial statements are available at the office of the organization upon request.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, and financial statements are available at the office of the organization upon request.

Filing and Contact Details

Filer

Filer Name
Unity Farm Sanctuary Inc
EIN
81-4984951
Phone
5088488368
Address
17 UNITY LANE, SHERBORN, MA 01770

Signing Officer

Name
John D Halamka
Title
President
Phone
6177548002
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John D Halamka
Formed
2017
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
125

Preparer

Firm
Samet & Company Pc
Address
1330 BOYLSTON STREET, CHESTNUT HILL, MA 02467-2111
Preparer
Cynthia Casey
Phone
6177311222
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0991878
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01539632
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011110
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04917
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0970
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt016997
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt010485
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt010485
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011110
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04917
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0970
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt016997
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0995018
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0114874
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0218847
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0221378
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0555099
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0323321
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0234918
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0991878
IRS990ScheduleA/Total509Grp/TotalAmt01550117
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0334431
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0239835
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0992848
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01567114
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0260490
IRS990ScheduleD/BuildingsGrp/DepreciationAmt015831
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0276321
IRS990ScheduleD/FundsAndOtherAccountsContriAmt0312836
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt088193
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt012600
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0100793
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt025024
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt128775
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt215711
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt36416
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt47341
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt54867
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt635356
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt772254
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt86576
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt929174
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt106240
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1137848
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt124330
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt134783
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt148424
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt153899
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1611383
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1711002
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1811285
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1910589
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2010031
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2125125
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2225597
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt238036
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt244512
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt252791
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt268621
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2711318
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt283430
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2910629
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt304339
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3110666
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3211671
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt336081
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3425667
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3510599
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3626927
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt377808
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt381064
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt391970
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt402311
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4122160
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ZIMMER BIOMET HLD 2.7% 20 DUE 4/1/20 CALLABLE 3/1/20 AT 100 CUSIP 95958
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ABBVIE INC SYMBOL: ABBV
IRS990ScheduleD/OtherSecuritiesGrp/Desc2AGNICO EAGLE MINES F SYMBOL: AEM
IRS990ScheduleD/OtherSecuritiesGrp/Desc3AMERICAN INTL GROUP SYMBOL: AIG
IRS990ScheduleD/OtherSecuritiesGrp/Desc4APPLE INC SUMBOL: AAPL
IRS990ScheduleD/OtherSecuritiesGrp/Desc5BAYER AG F SPONSORED ADR SYMBOL: BAYRY
IRS990ScheduleD/OtherSecuritiesGrp/Desc6BECTON DICKINSON & CO SYMBOL: BDX
IRS990ScheduleD/OtherSecuritiesGrp/Desc7BERKSHIRE HATHAWAY CLASS B SYMBOL: BRKB
IRS990ScheduleD/OtherSecuritiesGrp/Desc8FAIRFAX FINANCIAL HL F SYMBOL: FRFHF
IRS990ScheduleD/OtherSecuritiesGrp/Desc9JOHNSON & JOHNSON SYMBOL: JNJ
IRS990ScheduleD/OtherSecuritiesGrp/Desc10MEDTRONIC PLC F SYMBOL: MDT
IRS990ScheduleD/OtherSecuritiesGrp/Desc11MICROSOFT CORP SYMBOL: MSFT
IRS990ScheduleD/OtherSecuritiesGrp/Desc12NESTLE SA F SPONSORED ADR SYMBOL: NSRGY
IRS990ScheduleD/OtherSecuritiesGrp/Desc13PEPSICO INCORPORATED SYMBOL: PEP
IRS990ScheduleD/OtherSecuritiesGrp/Desc14PFIZER INCORPORATED SYMBOL: PFE
IRS990ScheduleD/OtherSecuritiesGrp/Desc15PHILLIPS 66 SYMBOL: PSX
IRS990ScheduleD/OtherSecuritiesGrp/Desc16FLEXSHARES IBOXX 5 YR TIPS IDX ETF SYMBOL: TDTF
IRS990ScheduleD/OtherSecuritiesGrp/Desc17ISHARES 1-3 YEAR TREASURY BOND ETF IV SYMBOL: SHY
IRS990ScheduleD/OtherSecuritiesGrp/Desc18VANGUARD SHORT TERM BOND ETF SYMBOL: BSV
IRS990ScheduleD/OtherSecuritiesGrp/Desc19WISDOMTREE EUROPE HEDGED EQTY ETF SYMBOL: HEDJ
IRS990ScheduleD/OtherSecuritiesGrp/Desc20KRAFT FOODS 5.375% 20 DUE 02/10/20 CUSIP 50076QAU0
IRS990ScheduleD/OtherSecuritiesGrp/Desc21AMGEN INC. 4.5% 20 DUE 3/15/20 CUSIP: 031162BB5
IRS990ScheduleD/OtherSecuritiesGrp/Desc22TOYOTA MOTOR COR 4.25% 21 DUE 1/11/21 CUSPI: 89233P4S2
IRS990ScheduleD/OtherSecuritiesGrp/Desc23APLPHABET INC. SYMBOL: GOOGL
IRS990ScheduleD/OtherSecuritiesGrp/Desc24ANHEUSER BUSCH INBEV SF SYMBOL: BUD
IRS990ScheduleD/OtherSecuritiesGrp/Desc25EXXON MOBIL CORP SYMBOL: XOM
IRS990ScheduleD/OtherSecuritiesGrp/Desc26FACEBOOK SYMBOL: FB
IRS990ScheduleD/OtherSecuritiesGrp/Desc27LIBERTY BROADBAND CO SYMBOL: LBRDK
IRS990ScheduleD/OtherSecuritiesGrp/Desc28MARKEL CORP SYMBOL: MKL
IRS990ScheduleD/OtherSecuritiesGrp/Desc29SPROTT PHYSICAL GOLD & S SYMBOL: CEF
IRS990ScheduleD/OtherSecuritiesGrp/Desc30WALT DISNEY CO SYMBOL: DIS
IRS990ScheduleD/OtherSecuritiesGrp/Desc31INVESCO INTERNATIONAL SYMBOL: PID
IRS990ScheduleD/OtherSecuritiesGrp/Desc32WISDOMTREE EMRG MRKT HG SYMBOL: DEM
IRS990ScheduleD/OtherSecuritiesGrp/Desc33OMNICOM GROUP IN 4.45% DUE 8/15/20 CUSIP 682134AC5
IRS990ScheduleD/OtherSecuritiesGrp/Desc34BNSF, LLC 4.1% DUE 6/1/21 CUSIP 12189LAD3
IRS990ScheduleD/OtherSecuritiesGrp/Desc35MASTERCARD INC 3.375% DUE 4/1/24 CUSIP 57636QAB0
IRS990ScheduleD/OtherSecuritiesGrp/Desc36ABBOTT LABORATORIES SYMBOL: ABT
IRS990ScheduleD/OtherSecuritiesGrp/Desc37BARRICK GOLD CORP SYMBOL: GOLD
IRS990ScheduleD/OtherSecuritiesGrp/Desc38CORTEVA INC SYMBOL: CTVA
IRS990ScheduleD/OtherSecuritiesGrp/Desc39DOW INC SYMBOL: DOW
IRS990ScheduleD/OtherSecuritiesGrp/Desc40DUPONT DE NEMOURS INC SYMBOL: DD
IRS990ScheduleD/OtherSecuritiesGrp/Desc41NEWMONT GOLDCORP CORP SYMBOL: NEM
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7C

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