Civic Intelligence

Yarmouth Historical Society

EIN 01-0351334 • 501(c)3 • Yarmouth, ME

Pub. 78 Eligible

Profile

To develop and promote awareness of the town of Yarmouth history and acquire, preserve, and exhibit artifacts of historical significance.

PO Box 107 118 East Elm StreetYarmouth, ME 04096

www.yarmouthmehistory.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

12th percentile

0.00x

Higher debt load relative to revenue than 12% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

44th percentile

2.0%

Higher net margin than 44% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

35th percentile

$94,128

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 29.6% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

41st percentile

1.4%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

31st percentile

-2.3%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$6,177,874

Up $87,064 (+1.4%) from 2024

Liabilities

Down

$555

Down $9,605 (-95%) from 2024

Net Assets

Up

$6,177,319

Up $96,669 (+1.6%) from 2024

Operations
Liabilities / Revenue12th percentileNet Margin44th percentile

Revenue

Down

$317,661

Down $7,470 (-2.3%) from 2024

Expenses

Down

$311,172

Down $26,793 (-7.9%) from 2024

Net Income

Up

$6,489

Up $19,323 (+151%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,903,578Liabilities 2010: $0Net Assets 2010: $1,903,5782010Assets 2011: $1,955,365Liabilities 2011: $0Net Assets 2011: $1,955,3652011Assets 2012: $2,998,640Liabilities 2012: $0Net Assets 2012: $2,998,6402012Assets 2013: $3,747,794Liabilities 2013: $140,257Net Assets 2013: $3,607,5372013Assets 2014: $3,514,053Liabilities 2014: $6,913Net Assets 2014: $3,507,1402014Assets 2015: $4,487,215Liabilities 2015: $5,643Net Assets 2015: $4,481,5722015Assets 2016: $4,411,713Liabilities 2016: $5,089Net Assets 2016: $4,406,6242016Assets 2017: $4,725,975Liabilities 2017: $5,921Net Assets 2017: $4,720,0542017Assets 2018: $4,980,363Liabilities 2018: $5,515Net Assets 2018: $4,974,8482018Assets 2019: $5,229,850Liabilities 2019: $7,584Net Assets 2019: $5,222,2662019Assets 2020: $5,415,022Liabilities 2020: $759Net Assets 2020: $5,414,2632020Assets 2021: $6,179,926Liabilities 2021: $505Net Assets 2021: $6,179,4212021Assets 2022: $5,560,530Liabilities 2022: $521Net Assets 2022: $5,560,0092022Assets 2023: $5,826,916Liabilities 2023: $293Net Assets 2023: $5,826,6232023Assets 2024: $6,090,810Liabilities 2024: $10,160Net Assets 2024: $6,080,6502024Assets 2025: $6,177,874Liabilities 2025: $555Net Assets 2025: $6,177,3192025

Highlighted filing

2025

Assets$6,177,874
Liabilities$555
Net Assets$6,177,319
Open 2025 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $160,2512010Expenses 2011: $168,8832011Expenses 2012: $189,1602012Revenue 2013: $593,034Expenses 2013: $192,161Net Income 2013: $400,8732013Revenue 2014: $132,735Expenses 2014: $214,369Net Income 2014: -$81,6342014Revenue 2015: $1,858,392Expenses 2015: $299,855Net Income 2015: $1,558,5372015Revenue 2016: $241,283Expenses 2016: $249,055Net Income 2016: -$7,7722016Revenue 2017: $358,195Expenses 2017: $232,649Net Income 2017: $125,5462017Revenue 2018: $362,903Expenses 2018: $221,287Net Income 2018: $141,6162018Revenue 2019: $315,096Expenses 2019: $239,774Net Income 2019: $75,3222019Revenue 2020: $427,346Expenses 2020: $235,349Net Income 2020: $191,9972020Revenue 2021: $650,016Expenses 2021: $261,814Net Income 2021: $388,2022021Revenue 2022: $494,453Expenses 2022: $269,684Net Income 2022: $224,7692022Revenue 2023: $370,234Expenses 2023: $317,924Net Income 2023: $52,3102023Revenue 2024: $325,131Expenses 2024: $337,965Net Income 2024: -$12,8342024Revenue 2025: $317,661Expenses 2025: $311,172Net Income 2025: $6,4892025

Highlighted filing

2025

Revenue$317,661
Expenses$311,172
Net Income$6,489
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,177,874
Liabilities
$555
Net assets
$6,177,319
Revenue
$317,661
Expenses
$311,172
Net income
$6,489
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$0.32$0.31$0.01
2024Detailed filing. Detailed filing data is available for this year.$6.09$0.01$6.08$0.33$0.34$0.01
2023Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.37$0.32$0.05
2022Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.49$0.27$0.22
2021Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$0.65$0.26$0.39
2020Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.41$0.43$0.24$0.19
2019Detailed filing. Detailed filing data is available for this year.$5.23$0.01$5.22$0.32$0.24$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.98$0.01$4.97$0.36$0.22$0.14
2017Detailed filing. Detailed filing data is available for this year.$4.73$0.01$4.72$0.36$0.23$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.41$0.01$4.41$0.24$0.25$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.49$0.01$4.48$1.86$0.30$1.56
2014Detailed filing. Detailed filing data is available for this year.$3.51$0.01$3.51$0.13$0.21$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.75$0.14$3.61$0.59$0.19$0.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.00$0.00$3.00$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.00$1.96$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.00$1.90$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 28, 2026
Return Version
2024v5.2
Gross Receipts
$1,012,784
Mission and Program Overview

Mission

To develop and promote awareness of the town of Yarmouth history and acquire, preserve, and exhibit artifacts of historical significance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,578,740$4,340,741▼ $237,999
Land, Buildings, and Equipment, Net$1,010,814$975,191▼ $35,623
Savings and Temporary Cash Investments$64,121$472,923▲ $408,802
Cash and Non-Interest-Bearing Accounts$96,828$50,689▼ $46,139
Inventories for Sale or Use$7,405$7,405→ $0
Prepaid Expenses and Deferred Charges$1,977$0▼ $1,977
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$6,090,810$6,177,874▲ $87,064
Other Assets Total$330,925$330,925→ $0
Liabilities
Accounts Payable and Accrued Expenses$10,160$555▼ $9,605
Total Liabilities$10,160$555▼ $9,605
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,130,650$5,227,319▲ $96,669
Net Assets With Donor Restrictions$950,000$950,000→ $0
Total Net Assets Fund Balance$6,080,650$6,177,319▲ $96,669
Total Liabilities and Net Assets / Fund Balance$6,090,810$6,177,874▲ $87,064

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$974,240$355,977$1,330,217
Equipment$951$109,475$110,426
Other Assets Org$330,925--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2025$950,000-▲ $51,141$46,307$950,000
2024$950,000-▲ $103,856$98,910$950,000
2023$950,000-▲ $82,735$77,881$950,000
2022$950,000-▼ $81,102$-84,458$950,000
2021$950,000-▲ $215,181$210,245$950,000
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katherine G WorthingExecutive DirectorFT$87,483$6,645$94,128

Board Members and Trustees

NameTitle
Jessie McGrathChair
Binks Colby-GeorgeVice-Chair
Betsy LangerTrustee
Brittany StroutTrustee
Caroline KnottTrustee
Dale ShieldsTrustee
Ed LibbyTrustee
Kate HuntressTrustee
Kendall HarnettTrustee
Melina RobertsTrustee
Michael GengrasTrustee
Mitch FeeneyTrustee
Peter SillinTrustee
Sarah Jane WallaceTrustee
Stacey Lamparter PardalesTrustee
Ted JordanTrustee
William M NugentTrustee
Ann MillerSecretary
Sarah DayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$78,113
Program Service Revenue
$75
Investment Income
$234,623
Other Revenue
$4,850
All Other Contributions
$40,073
Change in Net Assets
$6,489
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$206,580
Other Expenses$104,592
Total Fundraising Expense$60,414
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$48,224$28,933$19,289$96,446
Other Salaries and Wages$47,596$14,723$32,225$94,544
Depreciation Depletion$7,125$28,498-$35,623
Occupancy$27,363--$27,363
Office Expenses$1,979$11,333$4,612$17,924
Payroll Taxes$7,516$3,384$4,080$14,980
Insurance-$6,201-$6,201
Fees for Services Other$1,107$4,647-$5,754
Information Technology-$1,820-$1,820
Other Expenses$1,261$2,735-$1,261
Other Employee Benefits$307$95$208$610
Advertising$309--$309
Conferences and Meetings-$55-$55
Total Functional Expenses$148,334$102,424$60,414$311,172
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$500
Fundraising Direct Expenses$447
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Any person who purchases a membership to the Society may vote on any governing matter.”

Form 990, Part VI, Section A, Line 7A

“Trustees are elected by a majority vote of the Society members present at the annual meeting.”

Form 990, Part VI, Section A, Line 7B

“Changes to by-laws are voted on by the trustees and members of the Society, majority is determined by number of votes and each trustee and member of the Society only has one vote.”

Form 990, Part VI, Section B, Line 11B

“The Executive Director reviews the 990 and provides a copy to all the Board members, before it is submitted to the IRS.”

Form 990, Part VI, Section B, Line 12C

“Board members must sign written conflict of interest policy annually.”

Form 990, Part VI, Section B, Line 15A

“The Board of Directors considers comparable nonprofit positions in the industry when setting the salary of the Executive Director and the Finance Committee determines the compensation while the entire Board of Directors reviews the compensation.”

Form 990, Part VI, Section C, Line 19

“All documents are available to the public upon request. The Organization's corporate bylaws are available on the Organization's website.”

Filing and Contact Details

Filer

Filer Name
Yarmouth Historical Society
EIN
01-0351334
Phone
2078466259
Address
PO BOX 107 118 EAST ELM STREET, YARMOUTH, ME 04096

Signing Officer

Name
Sarah Day
Title
Treasurer
Signed
2026-03-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Day
Formed
1960
Legal Domicile
Me
Voting Board Members
20
Independent Board Members
19
Employees
5
Volunteers
25

Preparer

Firm
McLeod Ascanio Services LLC
Address
15 Sky View Drive Suite 101 lower l, Cumberland Foreside, ME 04110
Preparer
Inga Bozsik
Phone
2078782727
Supplemental Narrative

Financial Statement Notes

Part III, Line 1A: If organization elected under SFAS 116 to not report are, historical treasures, O

“Visitors can view some of the collection's thousands of objects, archives, and photographs that document Yarmouths heritage from the early history to yesterday. The center has a permanent exhibit gallery offering informational exhibits on settlement patterns, royal river and the mills, shipbuilding, and the twentieth century.”

Part III, Line 4: Description of organization'S collections and how it furthers its purpose.

“The primary focus of the collection is the town of Yarmouth as defined by the boundaries established in 1849. The collections also include materials related to the town of old north Yarmouth as incorporated in 1680 and may include a few materials related to the current towns of Harpswell, Freeport, Cumberland, Pownal, and North Yarmouth. Materials date from the early history of the region to the present, and include all aspects of town history, including social, cultural, economic, political, religious, educational, and architectural history.”

Raw XML AppendixShowing 400 of 600 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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