NEWBURYPORT PRESERVATION TRUST INC: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NEWBURYPORT PRESERVATION TRUST INC (EIN 20-1258336)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-13
- IRS object ID
- 201233149349200323
- 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 | 2012-10-13T06:48:01-00:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Douglas S Sweazey CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5-7 Perry Way Unit 15 | AddressLine1 |
| City | Newburyport | City |
| State | MA | State |
| ZIP Code | 01950 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201258336 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Newburyport Preservation Trust Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NEWB | NameControl |
| Phone | 6179971685 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 184 | AddressLine1 |
| City | Newburyport | City |
| State | MA | State |
| ZIP Code | 01950 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Tom Kotlerjahn | Name |
| Title | CoPresident | Title |
| Phone | 9784650093 | Phone |
| Date Signed | 2012-10-13 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Douglas S Sweazey | Name |
| Phone | 9784650093 | Phone |
| Date Prepared | 2012-10-13 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Web Site | www.nbptpreservationtrust.org | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 42684 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 39636 | ContributionsGiftsGrantsEtc |
| Investment Income | 23 | InvestmentIncome |
| Fundraising Gross Income | 1820 | FundraisingGrossIncome |
| Special Events Direct Expenses | 1961 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | -141 | SpecialEventsNetIncomeLoss |
| Gross Sales Of Inventory | 1205 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1110 | CostOfGoodsSold |
| Gro Profit Loss Sales Of Inventory | 95 | GroProfitLossSalesOfInventory |
| Total Revenue | 39613 | TotalRevenue |
| Fees And Oth Pymt To Ind Contractors | 777 | FeesAndOthPymtToIndContractors |
| Occupancy Rent Utilities And Maint | 317 | OccupancyRentUtilitiesAndMaint |
| Printing Publications Postage | 700 | PrintingPublicationsPostage |
| Other Expenses Total | 45699 | OtherExpensesTotal |
| Total Expenses | 47493 | TotalExpenses |
| Excess Or Deficit For Year | -7880 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 70213 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 62333 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9794 | BOY |
| EOY | 13146 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60570 | BOY |
| EOY | 49626 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70364 | BOY |
| EOY | 62772 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151 | BOY |
| EOY | 439 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70213 | BOY |
| EOY | 62333 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | See statement - Program Services Accomplishments | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (4 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Program Service ExpensesProgramServiceExpenses | Grants And AllocationsGrantsAndAllocations |
|---|---|---|
| The Newburyport Preservation Trust's mission is to foster historic preservation through activities and education in Newburyport, MA and surrouding communities | ||
| Hosted annual preservation week festivities with architectural walking tours, lectures and presentations on preservation topics as well as a preservation award program | 1337 | |
| Public advocay for preservation, outreach and education to homeowners with preservation challenges and questions | ||
| Preservation of historic buildings, including architectural design, repairs and renovation of interiors, masonry/carpentry, etc, including final dedication ceremony | 41004 | 41004 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 42341 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Rita Mihalek | ||||||
| 42 Fair St | Newburyport | MA | 01950 | Director | 000.00 | 0 |
| Carrie Bardeen Hometh | ||||||
| 2 Tilton St | Newburyport | MA | 01950 | Secretary | 000.00 | 0 |
| Linda Miller | ||||||
| 20 Ship St | Newburyport | MA | 01950 | Co-President | 000.00 | 0 |
| Greg Colling | ||||||
| 64 Liberty Street | Newburyport | MA | 01950 | Director | 000.00 | 0 |
| Tom Koterjahn | ||||||
| 64 Federal Street | Newburyport | MA | 01950 | Co-President | 000.00 | 0 |
| Bethany Groff | ||||||
| 77 Prospect Street | Newburyport | MA | 01950 | Director | 000.00 | 0 |
| Leah McGavern | ||||||
| 21 Marlboro St | Newburyport | MA | 01950 | Director | 000.00 | 0 |
| Reg Bacon | ||||||
| 21 Stron Street | Newburyport | MA | 01950 | Director | 000.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Filed990 T | false | OrganizationFiled990T |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Greg Colling | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 64 Liberty Street | AddressLine1 |
| City | Newburyport | City |
| State | MA | State |
| ZIP Code | 01950 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9783888222 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
| Public Support Total170 | 0 | PublicSupportTotal170 |
| Public Support Pertcentage170 | 0.00000 | PublicSupportPertcentage170 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6500 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 71931 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27945 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 50383 | CurrentTaxYearMinus1Year |
| Current Tax Year | 39636 | CurrentTaxYear |
| Total | 196395 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 2817 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3025 | CurrentTaxYear |
| Total | 5842 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6500 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 71931 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27945 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 53200 | CurrentTaxYearMinus1Year |
| Current Tax Year | 42661 | CurrentTaxYear |
| Total | 202237 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 202237 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 10 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23 | CurrentTaxYear |
| Total | 85 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 10 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23 | CurrentTaxYear |
| Total | 85 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6500 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 71941 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27975 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 53222 | CurrentTaxYearMinus1Year |
| Current Tax Year | 42684 | CurrentTaxYear |
| Total | 202322 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99960 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99960 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00040 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00040 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 O IRS990ScheduleO
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Form 990-EZ, Part I, Line 16, Other Expenses Conferences, conventions, and meetings 125 Form 990-EZ, Part I, Line 16, Other Expenses Supplies 329 Form 990-EZ, Part I, Line 16, Other Expenses Dues Subscriptions 144 Form 990-EZ, Part I, Line 16, Other Expenses Liability Insurance 1,719 Form 990-EZ, Part I, Line 16, Other Expenses Facilities Equipment 540 Form 990-EZ, Part I, Line 16, Other Expenses Business Registration Fees 458 Form 990-EZ, Part I, Line 16, Other Expenses Restricted Funds - Grant Payments for Preservation of Historical Buildings 41,004 Form 990-EZ, Part I, Line 16, Other Expenses Preservation Week 1,337 Form 990-EZ, Part I, Line 16, Other Expenses Miscellaneous 43 Form 990-EZ, Part II, Line 24, Other Assets Pledges Receivable Beginning of year 19,566, End of year 30,000 Form 990-EZ, Part II, Line 24, Other Assets Restricted Funds Beginning of year 41,004, End of year 19,566 Form 990-EZ, Part II, Line 24, Other Assets Accounts Receivable Beginning of year 0, End of year 60 Form 990-EZ, Part II, Line 26, Liabilities Accounts Payable Beginning of year 151, End of year 10 Form 990-EZ, Part II, Line 26, Liabilities Credit Card Payables Beginning of year 0, End of year 429 Form 990-EZ, Part III, Line 31 Preservation of historic buildings, including architectural design, repairs and renovation of interiors, masonry/carpentry, etc., including final dedication ceremony Grants and allocations 41,004, Program service expenses 41,004 | Explanation |