Civic Intelligence

Exeter Historical Society

EIN 02-6005952 • 501(c)3 • Exeter, NH

Profile

Exeter historical society's mission is to research and document archival work and genealogy, collection management, stewardship and preservation of acquisitions, and public education and programming.

47 Front Street PO Box 924Exeter, NH 03833
Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

63rd percentile

9.3%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

17%

Faster revenue growth than 64% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$547,731

Up $46,581 (+9.3%) from 2023

Liabilities

Down

$0

Down $1,445 (-100%) from 2023

Net Assets

Up

$547,731

Up $48,026 (+9.6%) from 2023

Revenue

Up

$152,499

Up $22,528 (+17%) from 2023

Expenses

Up

$104,473

Up $2,506 (+2.5%) from 2023

Net Income

Up

$48,026

Up $20,022 (+71%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $277,800Liabilities 2011: $2,2612011Assets 2012: $300,862Liabilities 2012: $7992012Assets 2013: $298,360Liabilities 2013: $5,940Net Assets 2013: $292,4202013Assets 2014: $275,657Liabilities 2014: $5,384Net Assets 2014: $270,2732014Assets 2015: $235,931Liabilities 2015: $5,352Net Assets 2015: $230,5792015Assets 2016: $211,186Liabilities 2016: $6,381Net Assets 2016: $204,8052016Assets 2017: $266,513Liabilities 2017: $4,525Net Assets 2017: $261,9882017Assets 2018: $282,101Liabilities 2018: $3,945Net Assets 2018: $278,1562018Assets 2019: $298,373Liabilities 2019: $3,445Net Assets 2019: $294,9282019Assets 2020: $383,518Liabilities 2020: $10,845Net Assets 2020: $372,6732020Assets 2021: $409,403Liabilities 2021: $2,445Net Assets 2021: $406,9582021Assets 2022: $473,646Liabilities 2022: $1,945Net Assets 2022: $471,7012022Assets 2023: $501,150Liabilities 2023: $1,445Net Assets 2023: $499,7052023Assets 2024: $547,731Liabilities 2024: $0Net Assets 2024: $547,7312024

Highlighted filing

2024

Assets$547,731
Liabilities$0
Net Assets$547,731

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $50,969Expenses 2011: $91,138Net Income 2011: -$40,1692011Revenue 2012: $104,946Expenses 2012: $87,382Net Income 2012: $17,5642012Revenue 2013: $118,721Expenses 2013: $101,599Net Income 2013: $17,1222013Revenue 2014: $58,966Expenses 2014: $85,696Net Income 2014: -$26,7302014Revenue 2015: $54,761Expenses 2015: $86,551Net Income 2015: -$31,7902015Revenue 2016: $50,618Expenses 2016: $79,829Net Income 2016: -$29,2112016Revenue 2017: $136,321Expenses 2017: $75,702Net Income 2017: $60,6192017Revenue 2018: $92,223Expenses 2018: $76,055Net Income 2018: $16,1682018Revenue 2019: $102,043Expenses 2019: $82,316Net Income 2019: $19,7272019Revenue 2020: $158,093Expenses 2020: $80,348Net Income 2020: $77,7452020Revenue 2021: $120,266Expenses 2021: $85,981Net Income 2021: $34,2852021Revenue 2022: $155,583Expenses 2022: $90,840Net Income 2022: $64,7432022Revenue 2023: $129,971Expenses 2023: $101,967Net Income 2023: $28,0042023Revenue 2024: $152,499Expenses 2024: $104,473Net Income 2024: $48,0262024

Highlighted filing

2024

Revenue$152,499
Expenses$104,473
Net Income$48,026

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.48$0.00$5.48$1.52$1.04$0.48
2023Detailed filing. Detailed filing data is available for this year.$5.01$0.01$5.00$1.30$1.02$0.28
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.74$0.02$4.72$1.56$0.91$0.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.09$0.02$4.07$1.20$0.86$0.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.84$0.11$3.73$1.58$0.80$0.78
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.98$0.03$2.95$1.02$0.82$0.20
2018Detailed filing. Detailed filing data is available for this year.$2.82$0.04$2.78$0.92$0.76$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.05$2.62$1.36$0.76$0.61
2016Summary only. Only limited summary data is available for this year.$2.11$0.06$2.05$0.51$0.80$0.29
2015Detailed filing. Detailed filing data is available for this year.$2.36$0.05$2.31$0.55$0.87$0.32
2014Detailed filing. Detailed filing data is available for this year.$2.76$0.05$2.70$0.59$0.86$0.27
2013Summary only. Only limited summary data is available for this year.$2.98$0.06$2.92$1.19$1.02$0.17
2012Summary only. Only limited summary data is available for this year.$3.01$0.01$1.05$0.87$0.18
2011Summary only. Only limited summary data is available for this year.$2.78$0.02$0.51$0.91$0.40
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Gross Receipts
$145,212
Mission and Program Overview

Mission

Exeter historical society's mission is to research and document archival work and genealogy, collection management, stewardship and preservation of acquisitions, and public education and programming.

Society mission is to research and document archival work and genealogy; collection management, stewardship, and preservation of acquisitions; and public education and historical programming.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$323,379$414,357▲ $90,978
Cash and Non-Interest-Bearing Accounts$150,267$86,066▼ $64,201
Land, Buildings, and Equipment, Net-$627-
Prepaid Expenses and Deferred Charges-$100-
Total Assets$473,646$501,150▲ $27,504
Liabilities
Unsecured Notes Loans Payable$1,945$1,445▼ $500
Total Liabilities$1,945$1,445▼ $500
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$421,701$449,705▲ $28,004
Net Assets With Donor Restrictions$50,000$50,000→ $0
Total Net Assets Fund Balance$471,701$499,705▲ $28,004
Total Liabilities and Net Assets / Fund Balance$473,646$501,150▲ $27,504

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$627$5,453$6,080
Compensation and Service Providers

Board Members and Trustees

NameTitle
Vicki GeisBoard Chair
Jonathan RingVice-chair
Ann SchieberDirector
Beth DiamondDirector
Brian SmalleyDirector
Caroline Collins SieckeDirector
James MillsDirector
Joan CaldwellDirector
Alex PelletierDirector Hs
Maggie YoungDirector Hs
Ed RowanEmeritus, No
Pam GjettumEmeritus, No
Peter SmithEmeritus, No
Andrew HalepisNon-voting H
Poppy SchafferNon-voting H
Jillian PriceSecretary
Julie AvantTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$95,620
Program Service Revenue
$11,600
Investment Income
$14,615
Other Revenue
$8,136
All Other Contributions
$60,676
Change in Net Assets
$28,004
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$56,334
Other Expenses$45,633
Total Fundraising Expense$1,087
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$47,868$4,463-$52,331
Occupancy$16,081$1,823$293$18,197
Office Expenses$415$3,634$794$4,843
Payroll Taxes$3,720$283-$4,003
Fees for Service Investment Mgmnt Fees-$3,383-$3,383
Depreciation Depletion$2,832$315-$3,147
Insurance$2,307$258-$2,565
All Other Expenses$2,025$506-$2,531
Other Expenses$1,284$201-$1,284
Conferences and Meetings$157--$157
Total Functional Expenses$86,014$14,866$1,087$101,967
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The chairman and executive committee of the board of directors reviews and approves the tax return, and discusses the return with the board of directors prior to the filing of the return.

Form 990, Page 6, Part VI, Line 12C

The conflict of interest policy is discussed on an annual basis with the board of directors. Each board member signs a conflict of interest statement annually.

Form 990, Page 6, Part VI, Line 19

The board has copies of the annual tax return available for public inspection at the historical society office, upon request.

Filing and Contact Details

Filer

Filer Name
Exeter Historical Society
EIN
02-6005952
Phone
6037782335
Address
47 FRONT STREET PO BOX 924, EXETER, NH 03833

Signing Officer

Name
Vicki Geis
Title
Board Chair
Signed
2024-05-15

Organization Details

Principal Officer
Vicki Geis
Formed
1963
Legal Domicile
Nh
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
10

Preparer

Firm
Ambrosi Donahue Congdon & Co Pc
Address
7 PRINCE PLACE UNIT 301, NEWBURYPORT, MA 01950
Preparer
Anthony P Rita CPA
Phone
9784626674
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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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IRS990/MissionDesc0EXETER HISTORICAL SOCIETY'S MISSION IS TO RESEARCH AND DOCUMENT ARCHIVAL WORK AND GENEALOGY, COLLECTION MANAGEMENT, STEWARDSHIP AND PRESERVATION OF ACQUISITIONS, AND PUBLIC EDUCATION AND PROGRAMMING.
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt0293
IRS990/OccupancyGrp/ManagementAndGeneralAmt01823
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IRS990/OccupancyGrp/TotalAmt018197
IRS990/OfficeExpensesGrp/FundraisingAmt0794
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/Desc1SOFTWARE
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IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
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IRS990/OtherExpensesGrp/ProgramServicesAmt21821
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IRS990/OtherRevenueMiscGrp/Desc0CALENDAR SPONSORSHIP
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/Desc2SPECIAL EVENT
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IRS990/PrincipalOfficerNm0VICKI GEIS
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IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM & WORKSHOP INCOME
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IRS990/ProgSrvcAccomActy2Grp/Desc0COLLECTION MANAGEMENT AND PRESERVATION OF ACQUISITIONS AND STEWARDSHIPS
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IRS990/ProgSrvcAccomActy3Grp/Desc0PUBLIC EDUCATION AND PUBLIC PROGRAMMING
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt011600
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IRS990/PYExcessBenefitTransInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0131067
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt079869
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04895
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt020982
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt014284
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt088951
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt07900
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt07900
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06171
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05593
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IRS990ScheduleA/InvestmentIncomePYPct00.05000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0152049
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt094153
IRS990ScheduleA/Total509Grp/TotalAmt0617830
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0156733
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0112847
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0156944
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt099746
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0651293
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt05453
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06080
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0627
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CHAIRMAN AND EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE TAX RETURN, AND DISCUSSES THE RETURN WITH THE BOARD OF DIRECTORS PRIOR TO THE FILING OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS DISCUSSED ON AN ANNUAL BASIS WITH THE BOARD OF DIRECTORS. EACH BOARD MEMBER SIGNS A CONFLICT OF INTEREST STATEMENT ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD HAS COPIES OF THE ANNUAL TAX RETURN AVAILABLE FOR PUBLIC INSPECTION AT THE HISTORICAL SOCIETY OFFICE, UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false

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