Otis Preservation Trust Inc

Nonprofit profile at a glance

EIN
842925875
IRS 990 coverage
2020–2024
Forms available
Form 990 2024, Form 990-EZ 2019, Form 990-PF 2019
Location
Otis, MA, USA
Phone
4138543111
Rating
89
Verdict
STRONG
Rating confidence
Moderate
Sector
Private Independent Foundations

Reported finances

Revenue
$72,814
Expenses
$140,341
Assets
$34,797
Liabilities
$7,000

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • STEPHANIE SKINNER (PRESIDENT)

People named in this filing

  • STEPHANIE SKINNER (PRESIDENT)
  • TRICIA SMITH (TREASURER)
  • GEOFFREY PIGRMAN (SECRETARY)

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

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To raise funds in support of the otis historic commission to restore and repurpose otis' historic properties

What it reported doing in 2024

See schedule ofrom 2024-2025, the otis preservation trust (opt) held 7 events that were a part of the notice otis" series. Beginning in february 2024, an event featuring the opening of a nearby cafe, the roadside cafe, was attended by people who were anxious for the cafe to open. The speaker was the executive director of gould farm, a non-profit organization responsible for operating the restaurant. Then, in october, the western Massachusetts hilltown hikers presented a lecture about the organization's activities. The last event of the year was a musical trio, "the sirens, and they entertained the audience with an extensive variety of songs.in 2025, opt presented 4 notice otis" programs. In february, there was a re-enactment of the highlights of eleanor roosevelt's life. August featured local professionals who created a film about general henry knox's role in the revolutionary war. Sherry steiner, a composer and pianist, entertained the public at a performance held in october. To conclude the series, a published author spoke about the life of sue moody white, an otis resident who wrote for the international tribune during world war ii.we will continue to offer programs, and to publicize our role to further our town's history, and preservation activities.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 96
  • Transparency & Controls: 94
  • Accountability: 82
  • Sustainability: 23
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 90.5%; rating input score 91
  • Fundraising efficiency: $136.88 raised per $1 spent on fundraising; rating input score 92; 92nd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 80th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 4 of 7 controls in place; rating input score 57
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -92.7%; rating input score 22; 22nd percentile among comparable filings
  • Total-asset coverage ratio: 0.25; rating input score 12; 12th percentile among comparable filings
  • Liabilities to assets ratio: 0.2; rating input score 15; 15th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 60; 60th percentile among comparable filings

Growth

  • Program expense growth: 44.2% per year; rating input score 100; 93rd percentile among comparable filings
  • Revenue growth: 0.5% per year; rating input score 100; 62nd percentile among comparable filings
  • Asset growth: 3.6% per year; rating input score 100; 60th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 90.5% of spending went to programs
  • Governance: 5 of 5 board members independent · 4 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $127K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 19 of 19 current checks pass
  • Schedules: 4 filed schedules · includes major donors and grants
  • Filing history: 5 filing years from 2020 to 2024
  • 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 — Accountability: Governance controls: 2 of 6 not reported.
  • High — Sustainability: Operating margin scored 22/100.
  • High — Sustainability: Total-asset coverage ratio scored 12/100.
  • High — Sustainability: Liabilities to assets ratio scored 15/100.