Cape Ann Trail Stewards Inc

Nonprofit profile at a glance

EIN
462506378
IRS 990-EZ coverage
2020–2025
Forms available
Form 990-EZ 2025
Location
Essex, MA, USA
Phone
9782194081
Rating
71
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Natural Resources Conservation and Protection

Reported finances

Revenue
$51,236
Expenses
$57,128
Assets
$29,007
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • CAROL A LLOYD (VICE PRESIDENT AND DIRECTOR)
  • STEVE WHITTEY (PRESIDENT, DIRECTOR AND PRESIDENT)
  • AMY BLONDIN (SECRETARY AND EXECUTIVE DIRECTOR)
  • NICHOLAS HOLLAND (PRESIDENT AND DIRECTOR)
  • PHIL SCHWARZ (VICE PRESIDENT AND DIRECTOR)

People named in this filing

  • CAROL A LLOYD (VICE PRESIDENT AND DIRECTOR)
  • STEVE WHITTEY (PRESIDENT, DIRECTOR AND PRESIDENT)
  • AMY BLONDIN (SECRETARY AND EXECUTIVE DIRECTOR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

See schedule o

What it reported doing in 2025

Made signs to identify trail systems and maintained the trails

Operating model

Revenue model
Donor-supported. 76% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 49
  • Transparency & Controls: 100
  • Sustainability: 31
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 51.1%; rating input score 51
  • Program expense ratio: 45.9%; rating input score 46

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -11.5%; rating input score 28; 28th percentile among comparable filings
  • Total-asset coverage ratio: 0.51; rating input score 32; 32nd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 46%; rating input score 4; 4th percentile among comparable filings

Growth

  • Program expense growth: 28.6% per year; rating input score 100; 86th percentile among comparable filings
  • Revenue growth: 21.9% per year; rating input score 100; 90th percentile among comparable filings
  • Asset growth: 7.4% per year; rating input score 100; 64th percentile among comparable filings

Details

  • Where the money goes: 51.1% of revenue deployed · 45.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $26K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 6 filing years from 2020 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 51/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 46/100.
  • High — Sustainability: Operating margin scored 28/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 32/100.
  • High — Sustainability: Officer compensation ratio scored 4/100.