{"success":true,"data":{"_id":61251869,"filings":[{"Organization":{"value":null,"Person":["SHERRY BAGGETT","STEFANIE CLAVETTE","GEOF DENT","ROBERT GECKLE","ROBERT HALL","DANIEL HONAN","JOHN MADZULA II","JOHN MADZULA","DANIEL ROSENTHAL","DONALD T STUDLEY","LAUREEN TROTTO"],"Title":["DIRECTOR","TREASURER","DIRECTOR","DIRECTOR","SECRETARY","DIRECTOR","PRESIDENT","DIRECTOR","DIRECTOR","DIRECTOR","VICE PRESIDE"],"Hours":[1.0,1.0,1.0,1.0,0,0,0,0,0,0,0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Preservation of a historic building. the building is available to the general public for meetings, weddings and funerals","year":2024,"name":"HERITAGE PRESERVATION TRUST OF NEWTOWN INC","phone":2034268500,"website":"HTTP://NEWTOWNMEETINGHOUSE.COM/","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JOHN MADZULA II","year_formation":1989,"state_legal_domicile":"CT","total_volunteers":null,"tax_period_begin":"2024-07-01T00:00:00","tax_period_end":"2025-06-30T00:00:00","address":"PO BOX 3082, NEWTOWN, CT, 6470, USA","city":"NEWTOWN","state":"CT","country":"USA","zip_code":6470},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":12,"Number of independent voting members":12,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":59108,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":27979,"Total revenue":27979,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":31129,"Investment income total":31129,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":68393,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":68393,"Management services":250,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":300,"Office expenses":10370,"Information technology":0,"Royalties":0,"Occupancy":13010,"Travel":0,"Conferences and meetings":1250,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":1004,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":40354,"BUILDING REPAIR & MAINTEN":31016,"ALARM":3209,"TELEPHONE":3202,"EXTERIOR BUILDING MAINTEN":2927},"All other expenses":1855},"Functional Expenses":{"value":null,"Program Service Expenses":68393,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":2095851,"Non-interest bearing cash":31974,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":791495,"Investments publicly traded":1272382,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":200,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":200},"Fund balance":{"value":2095651,"Net assets without donor restriction":2023219,"Net assets with donor restriction":72432,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":1.0,"percentile":0.9996999186356569},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.15708533531840022,"percentile":0.17622673095183117},"Liabilities to Assets Ratio":{"score":9.5426630996192e-05,"percentile":0.5858516337202347},"Operating Reserve Ratio":{"score":30.64423259690319,"percentile":0.9679543855727842},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":0.06560380464605815,"percentile":0.5856863018969135},"Revenue Growth":{"score":0.11672234095864882,"percentile":0.7980934815030079},"Asset Growth":{"score":0.02648510773201313,"percentile":0.4312053822627226},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7265404882980546,"percentile":0.8886691279447995}},"source_xml":"202523239349300247_public.xml"},{"Organization":{"value":null,"Person":["ROBERT HALL","R SCUDDER SMITH","DONALD T STUDLEY","BRIAN C WHITE"],"Title":["DIRECTOR","DIRECTOR","PRESIDENT","TREASURER"],"Hours":[1.0,1.0,1.0,0.0],"Total Compensation":[0,0,0,0],"Direct compensation":[0,0,0,0],"Other compensation":[0,0,0,0]},"Basic":{"value":null,"mission":"Preservation of a historic building. the building is available to the general public for meetings, weddings and funerals","year":2021,"name":"HERITAGE PRESERVATION TRUST OF NEWTOWN INC","phone":2034268500,"website":"http://newtownmeetinghouse.com/","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"BRIAN C WHITE","year_formation":1989,"state_legal_domicile":"CT","total_volunteers":null,"tax_period_begin":"2021-07-01T00:00:00","tax_period_end":"2022-06-30T00:00:00","address":"PO BOX 3082, NEWTOWN, CT, 64703082, USA","city":"NEWTOWN","state":"CT","country":"USA","zip_code":64703082},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":4,"Number of independent voting members":4,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":38707,"Contributions":{"value":100,"Other contributions":100,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":25239,"Total revenue":25239,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":11508,"Investment income total":11508,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":1860,"Other total":1860,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":102179,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":102179,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":256,"Information technology":0,"Royalties":0,"Occupancy":8651,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":1908,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":81785,"REPAIRS & MAINTENANCE":73268,"JANITORIAL SERVICES":4945,"TELEPHONE":2430,"MISCELLANEOUS":1142},"All other expenses":9579},"Functional Expenses":{"value":null,"Program Service Expenses":102179,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":1760852,"Non-interest bearing cash":28681,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":637482,"Investments publicly traded":1094689,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":200,"Sum of Total Liabilities":0,"Accounts payable, accrued":200,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1760652,"Net assets without donor restriction":1692056,"Net assets with donor restriction":68596,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":1.0,"percentile":0.9996999186356569},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-1.6398067533004366,"percentile":0.028270241440289858},"Liabilities to Assets Ratio":{"score":0.00011358137992290096,"percentile":0.5853622714602456},"Operating Reserve Ratio":{"score":17.233012654263597,"percentile":0.9360868135641243},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":0.42014417956909966,"percentile":0.9095532051814865},"Revenue Growth":{"score":0.08722429103408766,"percentile":0.7326422630731237},"Asset Growth":{"score":0.0005565697654233836,"percentile":0.3223498083871183},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":5.0,"percentile":0.3603717955204631},"Overall Score":{"score":0.6864405868817556,"percentile":0.8249372098097286}},"source_xml":"202242219349302014_public.xml"},{"Organization":{"value":null,"Person":["ROBERT HALL","R SCUDDER SMITH","DONALD T STUDLEY","BRIAN C WHITE"],"Title":["DIRECTOR","DIRECTOR","PRESIDENT","TREASURER"],"Hours":[1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0],"Direct compensation":[0,0,0,0],"Other compensation":[0,0,0,0]},"Basic":{"value":null,"mission":"Preservation of a historic building. the building is available to the general public for meetings, weddings and funerals","year":2019,"name":"HERITAGE PRESERVATION TRUST OF NEWTOWN INC","phone":2034268500,"website":"http://newtownmeetinghouse.com/","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"BRIAN C WHITE","year_formation":1989,"state_legal_domicile":"CT","total_volunteers":null,"tax_period_begin":"2019-07-01T00:00:00","tax_period_end":"2020-06-30T00:00:00","address":"PO BOX 3082, NEWTOWN, CT, 64703082, USA","city":"NEWTOWN","state":"CT","country":"USA","zip_code":64703082},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":4,"Number of independent voting members":4,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":31805,"Contributions":{"value":2150,"Other contributions":2150,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":26309,"Total revenue":26309,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":3131,"Investment income total":3131,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":215,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":215,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":50892,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":50892,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":2025,"Advertising":0,"Office expenses":1770,"Information technology":0,"Royalties":0,"Occupancy":10212,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":2578,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":34307,"REPAIRS & MAINTENANCE":24135,"JANITORIAL SERVICES":6604,"teLEPHONE":2261,"MISCELLANEOUS":1307},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":50892,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":1758800,"Non-interest bearing cash":5730,"Savings and temp cash investments":64829,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":637482,"Investments publicly traded":1050759,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":100,"Sum of Total Liabilities":0,"Accounts payable, accrued":100,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1758700,"Net assets without donor restriction":1689466,"Net assets with donor restriction":69234,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":1.0,"percentile":0.9996999186356569},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.6001257663889326,"percentile":0.06372293765294204},"Liabilities to Assets Ratio":{"score":5.6856947919035704e-05,"percentile":0.5870044720623107},"Operating Reserve Ratio":{"score":34.55945924703293,"percentile":0.972126762160186},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":5.0,"percentile":0.3603717955204631},"Overall Score":{"score":0.6854714818676484,"percentile":0.8227873744871143}},"source_xml":"202032389349301008_public.xml"},{"Organization":{"value":null,"Person":["ROBERT HALL","WILLIAM BRIMMER","DANIEL HONAN","GEOF DENT","SHERRY BAGGETT","JOHN MADZULA","DONALD T STUDLEY","BRIAN C WHITE"],"Title":["DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","PRESIDENT","TREASURER"],"Hours":[0.0,1.0,1.0,1.0,1.0,1.0,0.0,0.0],"Total Compensation":[0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Preservation of a historic building. the building is available to the general public for meetings, weddings and funerals","year":2022,"name":"HERITAGE PRESERVATION TRUST OF NEWTOWN INC","phone":2034268500,"website":"http://newtownmeetinghouse.com/","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"BRIAN C WHITE","year_formation":1989,"state_legal_domicile":"CT","total_volunteers":null,"tax_period_begin":"2022-07-01T00:00:00","tax_period_end":"2023-06-30T00:00:00","address":"PO BOX 3082, NEWTOWN, CT, 64703082, USA","city":"NEWTOWN","state":"CT","country":"USA","zip_code":64703082},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":115520,"Contributions":{"value":240,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":240,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":34506,"Total revenue":34506,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":16963,"Investment income total":16963,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":63811,"Other total":63811,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":81395,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":81395,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":4324,"Information technology":0,"Royalties":0,"Occupancy":12801,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":1052,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":55893,"REPAIRS & MAINTENANCE":45406,"JANITORIAL SERVICES":5808,"TELEPHONE":2592,"MISCELLANEOUS":2087},"All other expenses":7325},"Functional Expenses":{"value":null,"Program Service Expenses":81395,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":1796601,"Non-interest bearing cash":90286,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":637482,"Investments publicly traded":1068833,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":200,"Sum of Total Liabilities":0,"Accounts payable, accrued":200,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1796401,"Net assets without donor restriction":1723969,"Net assets with donor restriction":72432,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":1.0,"percentile":0.9996999186356569},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.29540339335180055,"percentile":0.8325140079471267},"Liabilities to Assets Ratio":{"score":0.00011132132287580826,"percentile":0.5854274105136891},"Operating Reserve Ratio":{"score":22.072621168376436,"percentile":0.9519978642993424},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":0.24749187145557655,"percentile":0.8375494108402649},"Revenue Growth":{"score":0.4127336538379431,"percentile":0.9707781763573005},"Asset Growth":{"score":-0.00744636377843032,"percentile":0.2897317419656182},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":5.0,"percentile":0.3603717955204631},"Overall Score":{"score":0.8413287807323386,"percentile":0.9783962548468788}},"source_xml":"202302009349300610_public.xml"},{"Organization":{"value":null,"Person":["ROBERT HALL","R SCUDDER SMITH","DONALD T STUDLEY","BRIAN C WHITE"],"Title":["DIRECTOR","DIRECTOR","PRESIDENT","TREASURER"],"Hours":[0.0,0.0,0.0,0.0],"Total Compensation":[0,0,0,0],"Direct compensation":[0,0,0,0],"Other compensation":[0,0,0,0]},"Basic":{"value":null,"mission":"Preservation of a historic building. the building is available to the general public for meetings, weddings and funerals.","year":2020,"name":"HERITAGE PRESERVATION TRUST OF NEWTOWN INC","phone":2034268500,"website":"http://newtownmeetinghouse.com/","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"BRIAN C WHITE","year_formation":1989,"state_legal_domicile":"CT","total_volunteers":null,"tax_period_begin":"2020-07-01T00:00:00","tax_period_end":"2021-06-30T00:00:00","address":"PO BOX 3082, NEWTOWN, CT, 64703082, USA","city":"NEWTOWN","state":"CT","country":"USA","zip_code":64703082},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":4,"Number of independent voting members":4,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":48182,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":15963,"Total revenue":15963,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":32219,"Investment income total":32219,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":30034,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":30034,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":1300,"Advertising":0,"Office expenses":1570,"Information technology":0,"Royalties":0,"Occupancy":8483,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":1939,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":16742,"REPAIRS & MAINTENANCE":12744,"JANITORIAL SERVICES":308,"TELEPHONE":2451,"MISCELLANEOUS":1239},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":30034,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":2010652,"Non-interest bearing cash":16785,"Savings and temp cash investments":42850,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":637482,"Investments publicly traded":1313535,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":100,"Sum of Total Liabilities":0,"Accounts payable, accrued":100,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":2010552,"Net assets without donor restriction":1923938,"Net assets with donor restriction":86614,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":1.0,"percentile":0.9996999186356569},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.37665518243327384,"percentile":0.875094335700379},"Liabilities to Assets Ratio":{"score":4.973511079987984e-05,"percentile":0.5872246748373162},"Operating Reserve Ratio":{"score":66.94586135712859,"percentile":0.9852428904792575},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":5.0,"percentile":0.3603717955204631},"Overall Score":{"score":0.8828465242254215,"percentile":0.9896439932701155}},"source_xml":"202132049349300308_public.xml"},{"Organization":{"value":null,"Person":["SHERRI BAGGETT","WILLIAM BRIMMER","STEFANIE CLAVETTE","GEOFF DENT","ROBERT GECKLE","ROBERT HALL","DANIEL HONAN","JOHN MADZULA II","ZACHARY KINSMAN","JOHN MADZULA","DONALD T STUDLEY","LAUREEN TROTTO","BRIAN C WHITE"],"Title":["DIRECTOR","PRESIDENT","TREASURER","DIRECTOR","DIRECTOR","SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","VICE PRESIDE","DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,0,0,0,0,0,0,0,0,0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Preservation of a historic building. the building is available to the general public for meetings, weddings and funerals.","year":2023,"name":"HERITAGE PRESERVATION TRUST OF NEWTOWN INC","phone":2034262080,"website":"HTTP://NEWTOWNMEETINGHOUSE.COM/","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"WILLIAM BRIMMER","year_formation":1989,"state_legal_domicile":"CT","total_volunteers":13,"tax_period_begin":"2023-07-01T00:00:00","tax_period_end":"2024-06-30T00:00:00","address":"PO BOX 3082, NEWTOWN, CT, 6470, USA","city":"NEWTOWN","state":"CT","country":"USA","zip_code":6470},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":13,"Number of independent voting members":13,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":56459,"Contributions":{"value":1050,"Other contributions":1050,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":28563,"Total revenue":28563,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":26846,"Investment income total":26846,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":57607,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":57607,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":2250,"Office expenses":4082,"Information technology":0,"Royalties":0,"Occupancy":11162,"Travel":0,"Conferences and meetings":933,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":1089,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":31675,"BUILDING REPAIR & MAINTEN":14061,"EQUIPMENT REPAIRS":7137,"ALARM":5310,"JANITORIAL/CLEANING":5167},"All other expenses":6416},"Functional Expenses":{"value":null,"Program Service Expenses":57607,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":2026613,"Non-interest bearing cash":17005,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":791495,"Investments publicly traded":1218113,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":200,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":200},"Fund balance":{"value":2026413,"Net assets without donor restriction":1953981,"Net assets with donor restriction":72432,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":1.0,"percentile":0.9996999186356569},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.02033333923732266,"percentile":0.3378052650275268},"Liabilities to Assets Ratio":{"score":9.868682377937968e-05,"percentile":0.5857664203673023},"Operating Reserve Ratio":{"score":35.179978127658096,"percentile":0.9726806943613906},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":0.10057372239659493,"percentile":0.6764073038497824},"Revenue Growth":{"score":0.20064815101505817,"percentile":0.8969839447390162},"Asset Growth":{"score":0.017190056190622607,"percentile":0.39201060214022154},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7730021743347377,"percentile":0.9394328394444985}},"source_xml":"202501359349307295_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["SHERRY BAGGETT","STEFANIE CLAVETTE","GEOF DENT","ROBERT GECKLE","ROBERT HALL","DANIEL HONAN","JOHN MADZULA II","JOHN MADZULA","DANIEL ROSENTHAL","DONALD T STUDLEY","LAUREEN TROTTO"],"Title":["DIRECTOR","TREASURER","DIRECTOR","DIRECTOR","SECRETARY","DIRECTOR","PRESIDENT","DIRECTOR","DIRECTOR","DIRECTOR","VICE PRESIDE"],"Hours":[1.0,1.0,1.0,1.0,0,0,0,0,0,0,0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Preservation of a historic building. the building is available to the general public for meetings, weddings and funerals","year":2024,"name":"HERITAGE PRESERVATION TRUST OF NEWTOWN INC","phone":2034268500,"website":"HTTP://NEWTOWNMEETINGHOUSE.COM/","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JOHN MADZULA II","year_formation":1989,"state_legal_domicile":"CT","total_volunteers":null,"tax_period_begin":"2024-07-01T00:00:00","tax_period_end":"2025-06-30T00:00:00","address":"PO BOX 3082, NEWTOWN, CT, 6470, USA","city":"NEWTOWN","state":"CT","country":"USA","zip_code":6470},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":12,"Number of independent voting members":12,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":59108,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":27979,"Total revenue":27979,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":31129,"Investment income total":31129,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":68393,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":68393,"Management services":250,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":300,"Office expenses":10370,"Information technology":0,"Royalties":0,"Occupancy":13010,"Travel":0,"Conferences and meetings":1250,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":1004,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":40354,"BUILDING REPAIR & MAINTEN":31016,"ALARM":3209,"TELEPHONE":3202,"EXTERIOR BUILDING MAINTEN":2927},"All other expenses":1855},"Functional Expenses":{"value":null,"Program Service Expenses":68393,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":2095851,"Non-interest bearing cash":31974,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":791495,"Investments publicly traded":1272382,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":200,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":200},"Fund balance":{"value":2095651,"Net assets without donor restriction":2023219,"Net assets with donor restriction":72432,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":1.0,"percentile":0.9996999186356569},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.15708533531840022,"percentile":0.17622673095183117},"Liabilities to Assets Ratio":{"score":9.5426630996192e-05,"percentile":0.5858516337202347},"Operating Reserve Ratio":{"score":30.64423259690319,"percentile":0.9679543855727842},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":0.06560380464605815,"percentile":0.5856863018969135},"Revenue Growth":{"score":0.11672234095864882,"percentile":0.7980934815030079},"Asset Growth":{"score":0.02648510773201313,"percentile":0.4312053822627226},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7265404882980546,"percentile":0.8886691279447995}},"source_xml":"202523239349300247_public.xml"},"sector":"Arts, Culture, and Humanities","donation_categories":[],"zakat_policy":null},"error":null}