Nonprofit · EIN 04-3394648
NANTUCKET PRESERVATION TRUST INC
Tax-exempt · NANTUCKET, MA 02554
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,103,549 | $541,624 | $561,925 | $1,868,447 | $148,049 | $1,720,398 |
| December 31, 2023 | 990 | $562,659 | $549,056 | $13,603 | $1,222,175 | $154,328 | $1,067,847 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $939,696
- Program service revenue
- $7,963
- Investment income
- $13,215
- Net gain from sales of assets
- -$7,560
- Net income from fundraising events
- $139,410
- Net income from sales of inventory
- $3,265
- Other revenue
- $142,675
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $173,597
- Other salaries and wages
- $142,891
- Salaries, compensation and benefits (total)
- $357,672
- Professional fundraising fees
- $0
- Accounting fees
- $11,600
- Occupancy
- $28,614
- Depreciation
- $4,457
- Program services (functional)
- $331,363
- Management and general (functional)
- $93,570
- Fundraising (functional)
- $116,691
Balance sheet and other
- Total assets, start of year
- $1,222,175
- Total assets, end of year
- $1,868,447
- Total liabilities, end of year
- $148,049
- Net assets, end of year
- $1,720,398
- Land, buildings and equipment
- $63,152
- Net assets without donor restrictions
- $830,403
- Net assets with donor restrictions
- $889,995
- Gross receipts
- $1,425,415
- Employees
- 4
- Volunteers
- 50
- Year formed
- 1997
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY BERGMAN | EXECUTIVE DIRECTOR Key employee | 40 | $165,988 |
| ALISON POTTS | CHAIR Trustee or director, Officer | 1 | $0 |
| DAVID SJ BROWN | DIRECTOR Trustee or director | 1 | $0 |
| JUDY BELASH | DIRECTOR Trustee or director | 1 | $0 |
| JON KING | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| WILLIAM MOFFETT MOORE | PRESIDENT Trustee or director, Officer | 1 | $0 |
| BARBARA HALSTED | SECRETARY Trustee or director, Officer | 1 | $0 |
| ANN SWART | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTIAN HOFFMAN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| ALYSSA CORRY | DIRECTOR Trustee or director | 1 | $0 |
| NICHOLAS GAULT | DIRECTOR Trustee or director | 1 | $0 |
| MARY ADAIR MACAIRE | DIRECTOR Trustee or director | 1 | $0 |
| KAREN KEANE | DIRECTOR Trustee or director | 1 | $0 |
| ANGUS MACLEOD | DIRECTOR Trustee or director | 1 | $0 |
| SAMUEL PHELAN | TREASURER Trustee or director, Officer | 1 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHEAL KOVNER | DIRECTOR Trustee or director | 1 | $0 |
| RYAN WILLIAMS | DIRECTOR Trustee or director | 1 | $0 |
| MELANIE GOWEN | DIRECTOR Trustee or director | 1 | $0 |
| WHITNEY LUCKS | DIRECTOR Trustee or director | 1 | $0 |
| HARRY WILCOX | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY BERGMAN | EXECUTIVE DIRECTOR Key employee | 40 | $157,320 |
| ALISON POTTS | CHAIR Trustee or director, Officer | 1 | $0 |
| DAVID SJ BROWN | DIRECTOR Trustee or director | 1 | $0 |
| JUDY BELASH | DIRECTOR Trustee or director | 1 | $0 |
| JON KING | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| WILLIAM MOFFETT MOORE | PRESIDENT Trustee or director, Officer | 1 | $0 |
| BARBARA HALSTED | SECRETARY Trustee or director, Officer | 1 | $0 |
| ANN SWART | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTIAN HOFFMAN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| SUSAN ZISES GREEN | DIRECTOR Trustee or director | 1 | $0 |
| NICHOLAS GAULT | DIRECTOR Trustee or director | 1 | $0 |
| MARY ADAIR MACAIRE | DIRECTOR Trustee or director | 1 | $0 |
| AL MESSINA | TREASURER Trustee or director, Officer | 1 | $0 |
| ANGUS MACLEOD | DIRECTOR Trustee or director | 1 | $0 |
| SAMUEL PHELAN | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL SWEENEY | DIRECTOR Trustee or director | 1 | $0 |
| RYAN WILLIAMS | DIRECTOR Trustee or director | 1 | $0 |
| MELANIE GOWEN | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 55 MAIN STREET, NANTUCKET, MA 02554-0000
- In care of
- % TARA GRUNWALD
- Principal officer (990 for 2024)
- SAMUEL PHELAN, PO BOX 7012, SIASCONSET, MA 02564
- Signed the 990
- SAMUEL PHELAN, TREASURER
- Phone
- (508) 228-1387
- Website
- NANTUCKETPRESERVATION.ORG
- Return prepared by
- BURKE & LAMB PC
Mission
TO EDUCATE AND ENCOURAGE PROPERTY OWNERS AS TO WHAT IS POSSIBLE TO PRESERVE AND PROTECT THE HISTORICAL ELEMENTS OF THEIR PROPERTIES AND TO RAISE AWARENESS OF THE COMMUNITY ABOUT THE VALUE OF AND NEED FOR HISTORIC ARCHITECTURAL PRESERVATION.
Program accomplishments
- THE ORGANIZATION ENCOURAGES COMMUNITY ACTION AND SUPPORT BY PUBLISHING NEWSLETTERS AND BY MAINTAINING A WEB SITE. THE ORGANIZATION ALSO OBTAINS PRESERVATION EASEMENTS AND IS INVOLVED WITH WALKING TOURS OF NANTUCKET AND OTHER EDUCATIONAL PROJECTS. THEY ALSO CONDUCT VARIOUS HISTORICAL RESEARCH PROJECTS.Expenses $331,363 · revenue $11,228
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-3394648
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A80)
- Assets (IRS master file)
- $1,868,447
- Income (IRS master file)
- $1,425,415
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,103,549 | $541,624 | $1,868,447 | IRS |
| 990 | December 2023 | $562,659 | $549,056 | $1,222,175 | XML |
| 990 | December 2022 | $572,664 | $541,326 | $1,065,419 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3394648).
Questions about NANTUCKET PRESERVATION TRUST INC
- What is the EIN of NANTUCKET PRESERVATION TRUST INC?
- The employer identification number (EIN) of NANTUCKET PRESERVATION TRUST INC is 04-3394648.
- Is NANTUCKET PRESERVATION TRUST INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to NANTUCKET PRESERVATION TRUST INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NANTUCKET PRESERVATION TRUST INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NANTUCKET PRESERVATION TRUST INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NANTUCKET PRESERVATION TRUST INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NANTUCKET PRESERVATION TRUST INC?
- The 990 for the year ended December 31, 2024 names SAMUEL PHELAN.
- Who are the officers and directors of NANTUCKET PRESERVATION TRUST INC?
- The 990 for the year ended December 31, 2024 lists 20 people; 1 received compensation from the organization, the highest $165,988 (MARY BERGMAN, EXECUTIVE DIRECTOR).
- How much revenue does NANTUCKET PRESERVATION TRUST INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,103,549, expenses of $541,624 and total assets of $1,868,447 at year end.
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