ANDOVER VILLAGE IMPROVEMENT SOCIETY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ANDOVER VILLAGE IMPROVEMENT SOCIETY (EIN 04-6060602)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201213199349305146
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T17:23:46-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043018300 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARTNETT & COMPANY | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 48 MT VERNON ST | AddressLine1 |
| City | WINCHESTER | City |
| State | MA | State |
| ZIP Code | 018902712 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046060602 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDOVER VILLAGE IMPROVEMENT SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ANDO | NameControl |
| Phone | 6172390303 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5097 | AddressLine1 |
| City | ANDOVER | City |
| State | MA | State |
| ZIP Code | 018100823 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MATTHEW C DALLETT | Name |
| Title | TREASURER | Title |
| Phone | 6172390303 | Phone |
| Date Signed | 2012-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL J HARTNETT | Name |
| PTIN | P00194673 | PTIN |
| Phone | 7817215666 | Phone |
| Date Prepared | 2012-11-10 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL P TIMKO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5097 | AddressLine1 |
| City | ANDOVER | City |
| State | MA | State |
| ZIP Code | 018100823 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1733118 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.AVISANDOVER.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1915 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | AVIS IS A NON-PROFIT LAND TRUST DEDICATED TO A) ACQUIRING LAND AND PRESERVING IT IN ITS NATURAL STATE, AND B) ENCOURAGING PUBLIC USE AND QUIET ENJOYMENT OF THE RESERVATIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 60 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 98422 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1548005 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2574 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1888 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -7179 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5799 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 21 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1671 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 93838 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1557363 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2470 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 51360 | OtherExpensePriorYear |
| Other Expenses Current Year | 29547 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 51360 | TotalExpensesPriorYear |
| Total Expenses Current Year | 29547 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 42478 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1527816 | RevenuesLessExpensesCY |
| Total Assets BOY | 3310806 | TotalAssetsBOY |
| Total Assets EOY | 4729214 | TotalAssetsEOY |
| Total Liabilities BOY | 107533 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5000 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3203273 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4724214 | NetAssetsOrFundBalancesEOY |
| Mission Description | AVIS IS A NON-PROFIT LAND TRUST DEDICATED TO A) ACQUIRING LAND AND PRESERVING IT IN ITS NATURAL STATE, AND B) ENCOURAGING PUBLIC USE AND QUIET ENJOYMENT OF THE RESERVATIONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7109 | Expense |
| Revenue | 0 | Revenue |
| Description | EXPENSES INVOLVED IN MAINTAINING RESERVATIONS, INCLUDING UPKEEP OF TRAILS, FIELDS, WOODLANDS, AND WETLANDS; REMOVING HAZARDOUS TREES; MOWING; SNOWPLOWING; AND CLEARING TRASH, BENEFITING ALL PERSONS USING AND VIEWING THE RESERVATIONS, AS WELL AS EXPENSES OF PURCHASING AND RENTING EQUIPMENT, TOOLS AND SUPPLIES FOR USE IN THE FOREGOING ACTIVITIES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 0 | Expense |
| Revenue | 0 | Revenue |
| Description | EXPENSE OF LAND ACQUISITION FOR ADDING TO RESERVATIONS, AS WELL AS OF BUILDING BRIDGES AND BOARDWALKS OVER WETLANDS AND MAINTAINING OTHER PROPERTY OWNED BY THE ORGANIZATION, FACILITATING PASSAGE AND USE BY ALL PERSONS USING THE RESERVATIONS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4296 | Expense |
| Revenue | 0 | Revenue |
| Description | EXPENSES OF EDUCATING THE PUBLIC ABOUT THE ORGANIZATION'S RESOURCES AND ACTIVITIES AND/OR IMPROVING THE PUBLIC'S EXPERIENCE WITH THE ORGANIZATION, INCLUDING PUBLISHING NEWSLETTER; PRINTING AND DISTRIBUTING RESOURCE MATERIALS; AND MAINTAINING INTERACTIONS WITH SIMILAR ORGANIZATIONS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 11405 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MATTHEW DALLETT | NamePerson |
| Telephone Number | 6172390303 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 RIVER ROAD | AddressLine1 |
| City | ANDOVER | City |
| State | MA | State |
| ZIP Code | 01810 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| MICHAEL TIMKO | ||||||
| PRESIDENT | 10.00 | X | X | 0 | 0 | 0 |
| JOHN HESS | ||||||
| VICE-PRESIDENT | 10.00 | X | X | 0 | 0 | 0 |
| KAY BERTHOLD FRISHMAN | ||||||
| CLERK | 2.00 | X | X | 0 | 0 | 0 |
| MATTHEW C DALLETT | ||||||
| TREASURER | 8.00 | X | X | 0 | 0 | 0 |
| FREDERICK E SNELL | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DAVID S DOUB | ||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | |
| ALIX DRISCOLL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| AMY JANOVSKY | ||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |
| DENISE BOUCHER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| FLOYD GREENWOOD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ANDREW GIRDWOOD | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| ELIZABETH REED POLAND | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| SUSAN G STOTT | ||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | |
| LAURA CIAMPA | ||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |
| ROBERT CIAMPA | ||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 19510 | MembershipDues |
| All Other Contributions | 1528495 | AllOtherContributions |
| Noncash Contributions | 1475000 | NoncashContributions |
| Total Contributions | 1548005 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUAL MEETING TICKETS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1888 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1888 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1888 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3264 | TotalRevenueColumn |
| Exclusion | $3,264 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 177023 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 174488 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2535 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2535 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2535 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 2938 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1267 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1671 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1671 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1557363 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6094 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,264 | ExclusionAmount |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5500 | Total |
| Management And General | 5500 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8597 | Total |
| Program Services | 4239 | ProgramServices |
| Management And General | 1905 | ManagementAndGeneral |
| Fundraising | 2453 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1380 | Total |
| Program Services | 1380 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2925 | Total |
| Management And General | 2925 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -953 | Total |
| Program Services | -953 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1597 | Total |
| Program Services | 1597 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4975 | Total |
| Management And General | 4975 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| LAND MAINTENANCE | 3430 | 3430 | ||
| MEMBERSHIPS | 1000 | 1000 | ||
| EQUIPMENT PURCHASES | 624 | 624 | ||
| MISCELLANEOUS | 362 | 63 | 282 | 17 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110 | Total |
| Program Services | 25 | ProgramServices |
| Management And General | 85 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29547 | Total |
| Program Services | 11405 | ProgramServices |
| Management And General | 15672 | ManagementAndGeneral |
| Fundraising | 2470 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26412 | BOY |
| EOY | 81768 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 809 | BOY |
| EOY | 3898 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4514246 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8935 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3009608 | BOY |
| EOY | 4505311 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 273977 | BOY |
| EOY | 138237 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3310806 | BOY |
| EOY | 4729214 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4500 | BOY |
| EOY | 5000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100000 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3033 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107533 | BOY |
| EOY | 5000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 883592 | BOY |
| EOY | 895560 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31752 | BOY |
| EOY | 43370 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2287929 | BOY |
| EOY | 3785284 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3203273 | BOY |
| EOY | 4724214 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3310806 | BOY |
| EOY | 4729214 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1527816 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -6875 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 76948 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 98342 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 131437 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 98421 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19512 | CurrentTaxYear |
| Total | 424660 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 76948 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 98342 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 131437 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 98421 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19512 | CurrentTaxYear |
| Total | 424660 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 35404 | AmountsSubstContributorsTotal |
| Public Support Total170 | 389256 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17397 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15075 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2422 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3541 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2 | CurrentTaxYear |
| Total | 38437 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18052 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3002 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3363 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2595 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4826 | CurrentTaxYear |
| Total | 31838 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 494935 | TotalSupport |
| Public Support Pertcentage170 | 0.78650 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.72160 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4478648 | OtherCostOrOtherBasis |
| Book Value | 4478648 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 35598 | OtherCostOrOtherBasis |
| Depreciation | 8935 | Depreciation |
| Book Value | 26663 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4505311 | TotalOfBookValueLandBuildings |
| Total Revenue | 1557363 | TotalRevenue |
| Total Expenses | 29547 | TotalExpenses |
| Excess Or Deficit For Year | 1527816 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -8143 | NetUnrealizedGLOnInvestments |
| Other | $1,268 | OtherAmount |
| Total Adjustments | -6875 | TotalAdjustments |
| Excess Or Deficit Per FS | 1520941 | ExcessOrDeficitPerFS |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART XI, LINE 8 - OTHER ADJUSTMENTS: | Identifier |
| Explanation | COST OF GOODS SOLD 1,268. | Explanation |
Schedule M IRS990ScheduleM
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1475000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | EXPERT APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE ORGANIZATION HAS TWO TRUSTEES WHO ARE MARRIED TO ONE ANOTHER THEREBY IN A FAMILY RELATIONSHIP. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS A SINGLE CLASS OF MEMBERS WHO HAVE THE RIGHT TO VOTE FOR THE ELECTION OF THE ORGANIZATION'S TRUSTEES (GOVERNING BODY) ANNUALLY. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION HAS A SINGLE CLASS OF MEMBERS WHO HAVE THE RIGHT TO VOTE FOR THE ELECTION OF THE ORGANIZATION'S TRUSTEES (GOVERNING BODY) ANNUALLY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE TREASURER DISTRIBUTED THE FORM 990 TO THE TRUSTEES AND DISCUSSED ANY QUESTIONS OR COMMENTS THEY HAD. | |
| FORM 990, PART VI, SECTION B, LINE 12C | IN CONNECTION WITH EACH MATERIAL TRANSACTION, THE ORGANIZATION ASCERTAINS WHETHER ANY TRUSTEE OR KEY EMPLOYEE HAS A CONFLICT OF INTEREST AND, IF SO, THE ORGANIZATION WOULD COMPLY WITH THE CONFLICT OF INTEREST POLICY. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE ORGANIZATION HAS A RENTAL ARRANGEMENT WITH RESPECT TO A SMALL HOUSE IT OWNS AT 491 SOUTH MAIN STREET, ANDOVER, MASS. THE HOUSE IS ADJACENT TO ONE OF THE ORGANIZATION'S LARGEST RESERVATIONS (CONSERVATION LAND). THE RENT WAS $650 PER MONTH, OR $7,800 PER YEAR, UNDER A TWO-YEAR RENTAL AGREEMENT COVERING 2010 AND 2011. THE TENANT IS DAVID DARGIE, WHO WAS AN EMPLOYEE OF THE ORGANIZATION DURING THIS PERIOD. UNDER THE RENTAL ARRANGEMENT, MR. DARGIE PROVIDES IN-KIND SERVICES IN PAYMENT OF THE RENTAL OBLIGATION, FOR WHICH PURPOSE HIS LABOR WAS CREDITED DURING 2011 AT $50/HR. THE LABOR MR. DARGIE PERFORMS IS SKILLED LAND CONSERVATION WORK, THE PARTICULARS OF WHICH ARE DETERMINED AND OVERSEEN BY THE ORGANIZATION'S LAND MANAGEMENT COMMITTEE. IN ADDITION, AS A CONDITION OF THE RENTAL ARRANGEMENT, MR. DARGIE IS REQUIRED TO BE AVAILABLE, INCLUDING AT NIGHT, TO PERFORM WITHOUT ADDITIONAL COMPENSATION A NUMBER OF IMPORTANT MANAGEMENT, SUPERVISORY, AND MEMBERSHIP DUTIES WITH RESPECT TO THE ADJACENT RESERVATION THAT CAN ONLY BE PERFORMED BY SOMEONE LIVING ON-SITE. THE ORGANIZATION HAD PREVIOUSLY DETERMINED THAT THE TOTAL AMOUNT OF THE RENT CHARGED WAS NOT LESS THAN THE FAIR MARKET VALUE OF THE PROPERTY BY OBTAINING AN OPINION FROM EACH OF THREE LOCAL, RENTAL REAL ESTATE BROKERS, AND IT UPDATED THAT OPINION WITH TWO LOCAL, RENTAL REAL ESTATE BROKERS AT THE END OF 2009. FACTORS THAT AFFECTED THE FAIR MARKET VALUE DETERMINATION, AMONG OTHERS, INCLUDED (A) LOCAL RENTAL RATES, (B) THE VERY SMALL SIZE OF THE HOUSE, (C) THE ADDITIONAL, UNCOMPENSATED DUTIES REQUIRED OF THE TENANT, AND (D) THE FACT THAT THE ORGANIZATION RESERVES THE RIGHTS TO AND DOES (I) USE A PORTION OF THE HOUSE FOR STORAGE, (II) USE THE GROUNDS OF THE PROPERTY FOR PARKING AND OTHER ORGANIZATIONAL USES, AND (III) HAVE ACCESS TO THE PREMISES AT ALL TIMES, THUS LIMITING THE TENANT'S FULL USAGE. THE ORGANIZATION DETERMINED THE FAIR MARKET VALUE OF MR. DARGIE'S SERVICES BY REVIEWING THE RATES CHARGED TO THE ORGANIZATION, TO THE TOWN OF ANDOVER, TO SIMILAR LAND CONSERVATION ORGANIZATIONS, AND TO OTHER ENTITIES FOR SIMILAR WORK BY OTHER SKILLED CONTRACTORS, AS WELL AS THE RATES MR. DARGIE CHARGES OTHER, UNAFFILIATED PERSONS FOR HIS SERVICES. IN FINDING THAT THE RATE TO BE CREDITED TO MR. DARGIE FOR HIS IN-KIND CONTRIBUTION IS NOT GREATER THAN FAIR MARKET VALUE FOR HIS SERVICES, THE TRUSTEES ALSO CONSIDERED A NUMBER OF ADDITIONAL BENEFITS RECEIVED BY THE ORGANIZATION FROM HAVING THESE SERVICES PERFORMED BY MR. DARGIE RATHER THAN OTHERS. IN ADDITION, THE ORGANIZATION COMPARED THE ARRANGEMENT WITH SIMILAR ARRANGEMENTS UNDERTAKEN BY ONE OF MASSACHUSETTS' LARGEST LAND CONSERVATION ENTITIES AND THE MASSACHUSETTS AFFILIATE OF A NATIONAL ENVIRONMENTAL ORGANIZATION AND DETERMINED THAT THE INSTANT ARRANGEMENT WAS AT LEAST AS FAVORABLE TO THE ORGANIZATION AS THOSE OTHER ONES. THE TRUSTEES OF THE ORGANIZATION, ALL OF WHOM ARE DISINTERESTED, UNANIMOUSLY APPROVED THE RENTAL ARRANGEMENT AT A MEETING AFTER FULL DISCLOSURE AND DISCUSSION OF ALL THE PERTINENT DETAILS OF THE ARRANGEMENT AND OF THE FAIR MARKET VALUE DETERMINATIONS MADE BY THE ORGANIZATION WITH RESPECT TO BOTH THE RENTAL VALUE OF THE HOUSE AND THE VALUE OF THE SERVICES MR. DARGIE PROVIDES IN KIND. THE TRUSTEES' APPROVAL, AND THE BASIS THEREFOR, WAS RECORDED IN THE ORGANIZATION'S MINUTES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -8,143. COST OF GOODS SOLD 1,268. TOTAL TO FORM 990, PART XI, LINE 5: -6,875. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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