Civic Intelligence

Otis Preservation Trust Inc.

990EZ • Fiscal year 2020 • EIN 84-2925875

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 16, 2022

Organization ProfileOPTIN.TODAY
PO Box 355Otis, MA 01253

(413) 854-3111

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

$6,774

No earlier filing loaded for comparison.

Net Assets

$6,774

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin100th percentile

Revenue

$6,774

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$6,774

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2020

Assets$6,774
Liabilities$0
Net Assets$6,774
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$6,774
Expenses$0
Net Income$6,774
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 16, 2022
Return Version
2019v5.2
Gross Receipts
$6,774
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
THERE WERE NO PROJECTS IN PROCESS DURING FY2020$0$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURETTE HARRISPresident-$0--
LYNN PYENSONTreasurer-$0--
GEOFFREY PIGMANSecretary-$0--
DIANE PROVENZDirector-$0--
CELESTE WATMANDirector-$0--
ELLEN BECKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Otis Preservation Trust Inc
EIN
84-2925875
Phone
4138543111
Address
PO BOX 355, OTIS, MA 01253

Signing Officer

Name
Lynn Pyenson
Title
Treasurer
Phone
4138543111
Signed
2022-09-16
Discuss with paid preparer
Yes

Preparer

Firm
Adelson & Company Pc
Address
100 NORTH STREET, PITTSFIELD, MA 01201
Preparer
Carol J Leibinger-healey CPA
Phone
4134436408
Raw XML Appendix137 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DIANE PROVENZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CELESTE WATMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ELLEN BECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS IN SUPPORT OF THE OTIS HISTORIC COMMISSION TO RESTORE AND REPURPOSE OTIS' HISTORIC PROPERTIES
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/ReturnTs02022-09-16T12:44:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,774
Liabilities
$0
Net assets
$6,774
Revenue
$6,774
Expenses
$0
Net income
$6,774
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits