2026-09-08T13:47:24-05:00 2025-12-31 042979611 NARDELLA & TAYLOR LLP 24 HARTWELL AVE LEXINGTON MA 02421 990 2025-01-01 042748390 BOSTON PRESERVATION ALLIANCE INC BOST 6173672458 PO BOX 256140 DORCHESTER MA 02125 KATHERINE DAVIS-WHEELER EXECUTIVE DIRECTOR 6173672458 2026-08-24 1 EDWARD TAYLOR P00299025 7818626833 2026-08-24 X 2025 KATHERINE DAVIS-WHEELER PO BOX 256140 DORCHESTER MA 02125 361377 0 X WWW.BOSTONPRESERVATION.ORG X 1978 MA BOSTON PRESERVATION ALLIANCE (BPA) WAS FOUNDED IN 1978 TO ADVOCATE ONBEHALF OF BOSTON'S DISTINCT ARCHITECTURAL HERITAGE, WHICH BPA BELIEVESIS A NATIONAL TREASURE, CONTRIBUTING TO THE QUALITY OF LIFE OFBOSTON'S RESIDENTS AND VISITORS AND THE ECONOMIC HEALTH OF THE CITY. 14 14 3 0 0 0 330852 331368 0 0 16796 12959 75731 -64542 423379 279785 0 0 0 0 254667 247120 25392 0 114510 103583 283165 383642 530285 39737 -250500 857412 670997 31564 34705 825848 636292 NONE 0 0 144328 0 0 PRESERVATION SUPPORT AND ADVOCACY - ADVOCATE FOR THE PRESERVATION,REHABILITATION, AND CARE OF HISTORIC RESOURCES WHILE SUPPORTINGAPPROPRIATE NEW CONSTRUCTION AND ADAPTIVE REUSE OF THE BUILTENVIRONMENT OF BOSTON. PRODUCE AND DISSEMINATE ONLINE MATERIALS ANDPROVIDE REGULAR ELECTRONIC COMMUNICATIONS ON NEIGHBORHOOD DEVELOPMENT,THREATS, AND OPPORTUNITIES FOR HISTORIC RESOURCES. UMBRELLAORGANIZATION TO 40 NON-PROFIT ORGANIZATIONS. ADVOCATE FOR POLICIES ANDREGULATORY RULINGS SUPPORTING PRESERVATION. EDUCATE AND BUILD SUPPORTAND AWARENESS THROUGH SOCIAL AND TRADITIONAL MEDIA. SPEAK AT HEARINGSAND TO COMMUNITY ORGANIZATIONS AND PROVIDE WRITTEN TESTIMONY. ADVOCATEFOR MOSTLY LOCAL ISSUES BUT ALSO REGIONAL AND NATIONAL POLICIES THATIMPACT HISTORIC PRESERVATION. 144328 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 3 0 0 0 0 0 0 0 0 0 0 0 X 14 14 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 1 1 0 0 MA X X THE ORGANIZATION 6173672458 PO BOX 256140 DORCHESTER MA 02125 REGAN SHIELDS IVES PRESIDENT 1.00 X X 0 0 0 SEAN GEARY TREASURER 1.00 X X 0 0 0 NANCY WELSH DIRECTOR 1.00 X 0 0 0 VICKI ADJAMI VICE PRESIDENT 1.00 X X 0 0 0 NICOLE BENJAMIN MA DIRECTOR 1.00 X 0 0 0 ROSS CAMERON DIRECTOR 1.00 X 0 0 0 PHILIP CHEN DIRECTOR 1.00 X 0 0 0 JOSH CRAINE DIRECTOR 1.00 X 0 0 0 JON-LAWRENCE KOLOBA DIRECTOR 1.00 X 0 0 0 KELLY LYONS DIRECTOR 1.00 X 0 0 0 THEA MASSOUH DIRECTOR 1.00 X 0 0 0 DAVID NAGAHIRO DIRECTOR 1.00 X 0 0 0 DIANA PISCIOTTA DIRECTOR 1.00 X 0 0 0 KENNAN RHYNE SECRETARY 1.00 X 0 0 0 KATHERINE DAVIS WHEELER EXECUTIVE DIRECTOR 40.00 X 56503 0 3071 56503 0 3071 0 0 0 0 INTERIM EXECUTIVE SOLUTIONS 1188 BEACON ST B NEWTON MA 02461 INTERIM EXECUTIVE DIRECTOR 102180 1 31578 269001 30789 331368 12959 12959 17050 269001 81592 -64542 -64542 279785 12959 0 -64542 X 61464 30732 6146 24586 158632 79316 15863 63453 5543 2772 554 2217 5077 2538 508 2031 16404 8202 1640 6562 36890 36890 178623 170953 7670 11690 1699 9006 985 7463 7463 3600 3600 4378 3044 1334 4096 2245 1851 1512 1512 6002 928 4332 742 EVENT CATERING, RENTAL 10743 10743 PRINTING AND REPRODUCTI 5352 5352 CREDIT CARD FEES 4909 4909 DUES AND SUBSCRIPTIONS 3446 1169 2215 62 4461 940 2671 850 530285 144328 271447 114510 91401 119703 9825 440 2723 26626 23603 4535 3023 748928 547831 857412 670997 9860 8864 21704 25841 31564 34705 X 818084 628528 7764 7764 825848 636292 857412 670997 -250500 60944 0 X 0 0 0 X 680504 473907 475779 330852 331368 2292410 680504 473907 475779 330852 331368 2292410 0 0 0 2292410 7491 8590 15121 16796 12959 60957 7491 8590 15121 16796 12959 60957 687995 482497 490900 347648 344327 2353367 0.97410 1.00000 0.02590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26626 23603 3023 3023 OTHER INVESTMENTS 547831 F 547831 ACCRUED PAYROLL 11341 DEFERRED REVENUE 14500 25841 X PART X, LINE 2: THE ALLIANCE FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD WHICH REQUIRES THE ALLIANCE TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AS OF DECEMBER 31, 2025, THE ALLIANCE DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. INFORMATION RETURNS FILED FOR THE YEARS ENDED DECEMBER 31, 2024, 2023 AND 2022 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE COMMONWEALTH OF MASSACHUSETTS. THE ALLIANCE DOES NOT EXPECT THAT THE AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE SIGNIFICANTLY WITHIN THE NEXT TWELVE MONTHS X 1 FUNDRAISING EVENT 286051 269001 17050 37500 39167 4925 286051 269001 17050 37500 39167 4925 81592 -64542 FORM 990, PART VI, SECTION A, LINE 2 SOME BOARD MEMBERS MAY HAVE BUSINESS RELATIONSHIPS WITH EACH OTHER. PERIODICALLY BOARD MEMBERS MAY WORK ON A VARIETY OF ASPECTS OF THE SAME PROJECT IN THE REAL ESTATE AND DEVELOPMENT COMMUNITY. THESE INTERACTIONS ARE EPISODIC, TYPICALLY BASED ON A SPECIFIC PROJECT AND PARTICULAR NARROW ASPECTS OF IT. THERE ARE NO BOARD BUSINESS INTERACTIONS THAT ARE LONG TERM AND REGULAR. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS ELECT THE INDIVIDUALS OF THE GOVERNING BODY (THE MEMBERS VOTE IN THE BOARD OF DIRECTORS). FORM 990, PART VI, SECTION A, LINE 7A CHANGES TO BYLAWS AND ELECTION OF DIRECTORS REQUIRES APPROVAL OF THE VOTING MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE ORGANIZATION'S TREASURER, CHAIRMAN AND FINANCE COMMITTEE PRIOR TO DISTRIBUTION TO THE FULL BOARD OF DIRECTORS. THE COMPLETE FORM 990 IS PROVIDED TO THE ORGANIZATION'S BOARD OF DIRECTORS PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL CONFLICTS OF INTEREST ARE DISCLOSED VERBALLY, AT LEAST ANNUALLY, AT THE BOARD OF DIRECTORS' MEETINGS AND RECORDED IN THE MEETING MINUTES. IN ANY INSTANCES WHERE A BOARD MEMBER HAS A CONFLICT OF INTEREST, THAT BOARD MEMBER WILL LEAVE THE MEETING DURING THE DISCUSSION AND BE EXCLUDED FROM CORRESPONDENCE AND MINUTES RELATED TO ASSOCIATED DECISION MAKING. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S SALARY IS DETERMINED BY THE EXECUTIVE COMMITTEE DURING THE ANNUAL BUDGETING PROCESS. 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. FORM 990, PART IX, LINE 11G PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,618. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,618. HUMAN RESOURCES SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,980. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,980. CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,680. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,680. DIGITAL SERVICE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,605. FUNDRAISING EXPENSES 170. TOTAL EXPENSES 5,775. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 154,384. FUNDRAISING EXPENSES 7,500. TOTAL EXPENSES 161,884. GRAPHIC DESIGN AND LAYOUT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,686. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,686.