Civic Intelligence

Unity Farm Sanctuary Inc.

990 • Fiscal year 2020 • EIN 81-4984951

Jan 01, 2020 to Dec 31, 2020 • Filed on May 12, 2021

17 Unity LaneSherborn, MA 01770

(617) 306-9886

Siviq Scores

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

Liabilities / Assets

57th percentile

0.15x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

79th percentile

0.56x

Higher debt load relative to revenue than 79% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

11th percentile

-33%

Higher net margin than 11% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

58th percentile

9.4%

Faster asset growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

36th percentile

-7.6%

Faster revenue growth than 36% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,129,801

Up $96,910 (+9.4%) from 2019

Net Assets

Down

$957,711

Down $69,291 (-6.7%) from 2019

Liabilities

Up

$172,090

Up $166,201 (+2822%) from 2019

Revenue

Down

$307,892

Down $25,237 (-7.6%) from 2019

Expenses

Up

$410,087

Up $246,395 (+151%) from 2019

Net Income

Down

-$102,195

Down $271,632 (-160%) from 2019

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

2020

Assets$1,129,801
Liabilities$172,090
Net Assets$957,711

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

2020

Revenue$307,892
Expenses$410,087
Net Income-$102,195
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 12, 2021
Return Version
2020v4.1
Gross Receipts
$481,066
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
Investments in Publicly Traded Securities$582,630$554,208▼ $28,422
Land, Buildings, and Equipment, Net$348,683$414,673▲ $65,990
Cash and Non-Interest-Bearing Accounts$63,610$93,993▲ $30,383
Receivables From Officers Etc-$31,099-
Inventories for Sale or Use-$19,597-
Savings and Temporary Cash Investments$37,968$11,127▼ $26,841
Total Assets$1,032,891$1,129,801▲ $96,910
Other Assets Total-$5,104-
Liabilities
Unsecured Notes Loans Payable-$143,000-
Accounts Payable and Accrued Expenses$5,889$20,400▲ $14,511
Other Liabilities$0$8,690▲ $8,690
Total Liabilities$5,889$172,090▲ $166,201
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,027,002$957,711▼ $69,291
Total Net Assets Fund Balance$1,027,002$957,711▼ $69,291
Total Liabilities and Net Assets / Fund Balance$1,032,891$1,129,801▲ $96,910

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$253,582$22,739$276,321
Other Land Buildings$111,584$18,369$129,953
Equipment$49,507$2,606$52,113
Compensation and Service Providers

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$283,284
Program Service Revenue
$0
Investment Income
$19,833
Other Revenue
$4,775
All Other Contributions
$180,910
Change in Net Assets
$-102,195
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$265,887
Salaries, Compensation, and Employee Benefits$144,200
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$144,200--$144,200
All Other Expenses$34,919$200-$35,119
Other Expenses$20,168--$20,168
Depreciation Depletion$15,283--$15,283
Advertising$10,744--$10,744
Fees for Services Accounting-$10,558-$10,558
Interest-$3,190-$3,190
Travel$2,945--$2,945
Office Expenses-$1,701-$1,701
Conferences and Meetings$1,025--$1,025
Fees for Services Other-$1,009-$1,009
Total Functional Expenses$393,429$16,658$0$410,087
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees-$31,099-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$6,698
Accrued Interest$1,992
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
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
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
6173069886
Address
17 UNITY LANE, SHERBORN, MA 01770

Signing Officer

Name
John D Halamka
Title
President
Phone
6173069886
Signed
2021-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John D Halamka
Formed
2017
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
6
Employees
12
Volunteers
260

Preparer

Firm
Samet & Company Pc
Address
1330 BOYLSTON STREET, CHESTNUT HILL, MA 02467-2111
Preparer
Dennis Giangregorio
Phone
6177311222
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The organization has analyzed tax positions taken for filing with the internal revenue service and all state jurisdictions where it operates. The organization believes that the tax positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on the organization's financial condition, results of operations or cash flows. Accordingly, the organization has not recorded any reserves or related accruals for interest penalties for uncertain tax positions.

Raw XML Appendix399 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/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0970
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt022874
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt015260
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt013956
IRS990ScheduleA/OtherIncome170Grp/TotalAmt013956
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt01434491
IRS990ScheduleA/SubstantialContributorsTotAmt0478425
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0373284
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0312836
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0234918
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0991878
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01912916
IRS990ScheduleA/TotalSupportAmt01949746
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0253582
IRS990ScheduleD/BuildingsGrp/DepreciationAmt022739
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0276321
IRS990ScheduleD/EquipmentGrp/BookValueAmt049507
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02606
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt052113
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0111584
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt018369
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0129953
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06698
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11992
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED INTEREST
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE ORGANIZATION BELIEVES THAT THE TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ORGANIZATION'S FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES OR RELATED ACCRUALS FOR INTEREST PENALTIES FOR UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0414673
IRS990ScheduleD/TotalLiabilityAmt08690
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt031099
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0PERSONAL EXPENSES CHARGED ON ORGANIZATION'S CREDIT CARD
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0JOHN D HALAMKA
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0PRESIDENT & DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/TotalBalanceDueAmt031099
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JOHN 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY A MEMBER OF THE BOARD OF DIRECTORS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WRITTEN CONFLICT OF INTEREST POLICY IS REVIEWED AND MONITORED BY BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE OFFICE OF THE ORGANIZATION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE OFFICE OF THE ORGANIZATION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01032891
IRS990/TotalAssetsEOYAmt01129801
IRS990/TotalAssetsGrp/BOYAmt01032891
IRS990/TotalAssetsGrp/EOYAmt01129801
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0283284
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016658
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0393429
IRS990/TotalFunctionalExpensesGrp/TotalAmt0410087
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05889
IRS990/TotalLiabilitiesEOYAmt0172090
IRS990/TotalLiabilitiesGrp/BOYAmt05889
IRS990/TotalLiabilitiesGrp/EOYAmt0172090
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01027002
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0957711
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0393429
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05877
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt018731
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0307892
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0260
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01032891
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01129801
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt02945
IRS990/TravelGrp/TotalAmt02945
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0143000
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt017 UNITY LANE
IRS990/USAddress/CityNm0SHERBORN
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001770
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.UNITYFARMSANCTUARY.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN D HALAMKA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06173069886
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITY FARM SANCTUARY INC
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0814984951
ReturnHeader/Filer/PhoneNum06173069886
ReturnHeader/Filer/USAddress/AddressLine1Txt017 UNITY LANE
ReturnHeader/Filer/USAddress/CityNm0SHERBORN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001770
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043027605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAMET & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01330 BOYLSTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHESTNUT HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0024672111
ReturnHeader/PreparerPersonGrp/PhoneNum06177311222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS GIANGREGORIO
ReturnHeader/ReturnTs02021-05-13T11:37:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HALAMKA
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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