Civic Intelligence

Otis Preservation Trust Inc.

EIN 84-2925875 • 501(c)3 • Otis, MA

Pub. 78 Eligible

Profile

To raise funds in support of the otis historic commission to restore and repurpose otis' historic properties

48 North Main Rd 355Otis, MA 01253

optin.today

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$91,886

Down $177,343 (-66%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$91,886

Down $177,343 (-66%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin98th percentile

Revenue

Down

$25,829

Down $74,396 (-74%) from 2023

Expenses

Up

$202,377

Up $107,425 (+113%) from 2023

Net Income

Down

-$176,548

Down $181,821 (-3448%) from 2023

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2020: $6,774Liabilities 2020: $0Net Assets 2020: $6,7742020Assets 2021: $88,415Liabilities 2021: $0Net Assets 2021: $88,4152021Assets 2022: $261,706Liabilities 2022: $0Net Assets 2022: $261,7062022Assets 2023: $269,229Liabilities 2023: $0Net Assets 2023: $269,2292023Assets 2024: $91,886Liabilities 2024: $0Net Assets 2024: $91,8862024

Highlighted filing

2024

Assets$91,886
Liabilities$0
Net Assets$91,886
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2020: $6,774Expenses 2020: $0Net Income 2020: $6,7742020Revenue 2021: $86,407Expenses 2021: $4,886Net Income 2021: $81,5212021Revenue 2022: $234,611Expenses 2022: $60,432Net Income 2022: $174,1792022Revenue 2023: $100,225Expenses 2023: $94,952Net Income 2023: $5,2732023Revenue 2024: $25,829Expenses 2024: $202,377Net Income 2024: -$176,5482024

Highlighted filing

2024

Revenue$25,829
Expenses$202,377
Net Income-$176,548
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,886
Liabilities
$0
Net assets
$91,886
Revenue
$25,829
Expenses
$202,377
Net income
-$176,548
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.26$2.02$1.77
2023Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$1.00$0.95$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$2.35$0.60$1.74
2021Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.86$0.05$0.82
2020Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.07$0.00$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 9, 2025
Return Version
2023v6.0
Gross Receipts
$25,927
Mission and Program Overview

Mission

To raise funds in support of the otis historic commission to restore and repurpose otis' historic properties

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$257,255$77,142▼ $180,113
Investments in Publicly Traded Securities$11,974$10,999▼ $975
Prepaid Expenses and Deferred Charges$0$3,745▲ $3,745
Total Assets$269,229$91,886▼ $177,343
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$122,700$0▼ $122,700
Net Assets Without Donor Restrictions$146,529$91,886▼ $54,643
Total Net Assets Fund Balance$269,229$91,886▼ $177,343
Total Liabilities and Net Assets / Fund Balance$269,229$91,886▼ $177,343
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Stephanie SkinnerPresident
Celeste WatmanDirector
Hilary HarleyDirector
Geoffrey PigrmanSecretary
Tricia SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$25,833
Program Service Revenue
$0
Investment Income
$-4
Other Revenue
$0
All Other Contributions
$25,833
Change in Net Assets
$-176,548
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$188,468
Other Expenses$13,909
Total Fundraising Expense$2,276
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$188,468--$188,468
Fees for Services Accounting-$6,200-$6,200
Office Expenses-$507$1,618$2,125
Insurance-$688-$688
Advertising-$192$108$300
Fees for Service Investment Mgmnt Fees-$175-$175
Other Expenses-$28$550$28
Total Functional Expenses$188,468$11,633$2,276$202,377
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Town of OtisOtis, MA-Fees and Services Related to Preservation and Restoration of Historic Properties$188,468
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
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 8B

“There are no subcommittees of the governing body.”

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

“All directors were emailed the form 990 and were requested to review and reply agreement prior to filing”

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

“The board chair reviews with board members annualy any potential conflicts of interests between the member and the organization”

Form 990, Part VI, Section C, Line 18

“The 990 is made available to the public upon request”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Otis Preservation Trust Inc
EIN
84-2925875
Phone
6179056873
Address
48 NORTH MAIN RD 355, OTIS, MA 01253

Signing Officer

Name
Stephanie Skinner
Title
President
Phone
6179056873
Signed
2025-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Skinner
Formed
2019
Legal Domicile
Ma
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Adelson & Company Pc
Address
100 NORTH STREET, PITTSFIELD, MA 01201
Preparer
Carol J Leibinger-healey CPA
Phone
4134436408
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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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IRS990/Desc0SEE SCHEDULE ODURING 2023 -2024, THERE WERE 5 OTIS PRESERVATION TRUST EVENTS THAT WERE PRESENTED UNDER THE SERIES TITLE NOTICE OTIS". IN THE SUMMER, A PUPPET SHOW WAS HELD OUTDOORS AND WAS ATTENDED BY CHILDREN AND ADULTS. A ZOOM ONLY LECTURE, "THE HESSIANS OF THE REVOLUTIONARY WAR", WAS PRESENTED IN THE FALL. THEN, IN WINTER, THERE WAS A PRESENTATION ABOUT A LOCAL ORGANIZATION, "GOULD FARM". THE REPRESENTATIVES SPOKE ABOUT THE ROADSIDE CAFE, AND THE ACTIVITIES AT THE FARM. ANOTHER WINTER EVENT, GIVEN BY A LOCAL AUTHOR WAS A TALK HELD VIA ZOOM, AND IN PERSON. THE TOPIC, "THE LIBERATION OF SUE MOODY" FOCUSED ON AN INTERNATIONAL JOURNALIST AND OTIS RESIDENT. THE NOTICE OTIS SERIES" CONCLUDED WITH AN IN PERSON EVENT, "BERKSHIRE COUNTY INDUSTRIAL HERITAGE". THROUGHOUT JULY AND AUGUST, MEMBERS PARTICIPATED IN A WEEKLY FARMER'S MARKET HELD AT A LOCAL STORE. THERE WERE BROCHURES AVAILABLE THAT EXPLAINED THE MISSION OF THE TRUST, AND THIS EVENT PROVIDED US WITH AN OPPORTUNITY TO PUBLICIZE OUR PRESERVATION AND RESTORATION OF HISTORIC OTIS BUILDINGS. WE ALSO RECEIVED APPROXIMATELY $1,000 IN DONATIONS. TO PROMOTE OUR EFFORTS, AND EXPAND AWARENESS OF THE TRUST, WE ATTENDED THE COUNTY WIDE, "BERKSHIRE REV 250" MEETING. WE WILL JOIN WITH THE GROUP TO CELEBRATE THE 250TH ANNIVERSARY OF THE UNITED STATES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD CHAIR REVIEWS WITH BOARD MEMBERS ANNUALY ANY POTENTIAL CONFLICTS OF INTERESTS BETWEEN THE MEMBER AND THE ORGANIZATION
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02276
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011633
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0188468
IRS990/TotalFunctionalExpensesGrp/TotalAmt0202377
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0269229
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt091886
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0188468
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-4
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt025829
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0269229
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt091886
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt048 NORTH MAIN RD 355
IRS990/USAddress/CityNm0OTIS
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001253
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0OTISPRESERVATIONTRUST.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE SKINNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06179056873
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OTIS PRESERVATION TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0OTIS
ReturnHeader/Filer/EIN0842925875
ReturnHeader/Filer/PhoneNum06179056873
ReturnHeader/Filer/USAddress/AddressLine1Txt048 NORTH MAIN RD 355
ReturnHeader/Filer/USAddress/CityNm0OTIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001253
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205711238
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ADELSON & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 NORTH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001201
ReturnHeader/PreparerPersonGrp/PhoneNum04134436408
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROL J LEIBINGER-HEALEY CPA
ReturnHeader/ReturnTs02025-05-09T12:44:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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