Civic Intelligence

The Millicent Library

990 • Fiscal year 2023 • EIN 04-2121363

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 08, 2023

Organization ProfileMILLICENTLIBRARY.ORG

View Organization Page

PO Box 30Fairhaven, MA 02719

(508) 992-5342

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

39th percentile

0.03x

Higher debt load relative to assets than 39% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

41st percentile

0.05x

Higher debt load relative to revenue than 41% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

51st percentile

4.5%

Higher net margin than 51% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

64th percentile

$93,478

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

51st percentile

4.9%

Faster asset growth than 51% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

59th percentile

13%

Faster revenue growth than 59% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$1,613,962

Up $74,983 (+4.9%) from 2022

Net Assets

Up

$1,572,928

Up $57,512 (+3.8%) from 2022

Liabilities

Up

$41,034

Up $17,471 (+74%) from 2022

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin51st percentile

Revenue

Up

$843,360

Up $95,703 (+13%) from 2022

Expenses

Up

$805,525

Up $62,396 (+8.4%) from 2022

Net Income

Up

$37,835

Up $33,307 (+736%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $605,950Liabilities 2011: $0Net Assets 2011: $605,9502011Assets 2012: $974,700Liabilities 2012: $29,346Net Assets 2012: $945,3542012Assets 2013: $987,676Liabilities 2013: $23,186Net Assets 2013: $964,4902013Assets 2014: $992,794Liabilities 2014: $25,976Net Assets 2014: $966,8182014Assets 2015: $1,016,651Liabilities 2015: $23,227Net Assets 2015: $993,4242015Assets 2016: $1,090,314Liabilities 2016: $20,800Net Assets 2016: $1,069,5142016Assets 2017: $1,144,179Liabilities 2017: $26,606Net Assets 2017: $1,117,5732017Assets 2018: $1,313,303Liabilities 2018: $11,842Net Assets 2018: $1,301,4612018Assets 2019: $1,342,238Liabilities 2019: $11,568Net Assets 2019: $1,330,6702019Assets 2020: $1,437,038Liabilities 2020: $14,298Net Assets 2020: $1,422,7402020Assets 2021: $1,539,718Liabilities 2021: $14,775Net Assets 2021: $1,524,9432021Assets 2022: $1,538,979Liabilities 2022: $23,563Net Assets 2022: $1,515,4162022Assets 2023: $1,613,962Liabilities 2023: $41,034Net Assets 2023: $1,572,9282023Assets 2024: $1,704,174Liabilities 2024: $29,886Net Assets 2024: $1,674,2882024Assets 2025: $1,785,165Liabilities 2025: $98,265Net Assets 2025: $1,686,9002025

Highlighted filing

2023

Assets$1,613,962
Liabilities$41,034
Net Assets$1,572,928
Open 2023 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $627,4102011Revenue 2012: $769,736Expenses 2012: $627,983Net Income 2012: $141,7532012Revenue 2013: $709,150Expenses 2013: $624,130Net Income 2013: $85,0202013Revenue 2014: $687,105Expenses 2014: $618,893Net Income 2014: $68,2122014Revenue 2015: $702,709Expenses 2015: $610,219Net Income 2015: $92,4902015Revenue 2016: $673,991Expenses 2016: $597,901Net Income 2016: $76,0902016Revenue 2017: $685,863Expenses 2017: $637,804Net Income 2017: $48,0592017Revenue 2018: $839,147Expenses 2018: $649,172Net Income 2018: $189,9752018Revenue 2019: $716,431Expenses 2019: $687,222Net Income 2019: $29,2092019Revenue 2020: $739,406Expenses 2020: $647,336Net Income 2020: $92,0702020Revenue 2021: $777,983Expenses 2021: $675,780Net Income 2021: $102,2032021Revenue 2022: $747,657Expenses 2022: $743,129Net Income 2022: $4,5282022Revenue 2023: $843,360Expenses 2023: $805,525Net Income 2023: $37,8352023Revenue 2024: $867,074Expenses 2024: $796,512Net Income 2024: $70,5622024Revenue 2025: $950,974Expenses 2025: $962,309Net Income 2025: -$11,3352025

Highlighted filing

2023

Revenue$843,360
Expenses$805,525
Net Income$37,835
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 8, 2023
Return Version
2022v5.0
Gross Receipts
$843,360
Mission and Program Overview

Mission

PUBLIC LENDING LIBRARY

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$85,739$927,289▲ $841,550
Savings and Temporary Cash Investments$1,079,202$340,158▼ $739,044
Cash and Non-Interest-Bearing Accounts$236,022$214,052▼ $21,970
Land, Buildings, and Equipment, Net$36,797$30,526▼ $6,271
Prepaid Expenses and Deferred Charges$949$723▼ $226
Total Assets$1,538,979$1,613,962▲ $74,983
Other Assets Total$100,270$101,214▲ $944
Liabilities
Accounts Payable and Accrued Expenses$23,563$41,034▲ $17,471
Total Liabilities$23,563$41,034▲ $17,471
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,409,220$1,469,618▲ $60,398
Net Assets With Donor Restrictions$106,196$103,310▼ $2,886
Total Net Assets Fund Balance$1,515,416$1,572,928▲ $57,512
Total Liabilities and Net Assets / Fund Balance$1,538,979$1,613,962▲ $74,983

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$30,526$34,366$64,892
Other Assets Org$101,214--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022-$101,214--$101,214
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kyle Decicco-careyExecutive DiFT$80,845$12,633$93,478

Board Members and Trustees

NameTitle
Kathy L LopesPresident
ANNE O'BRIENDirector
Abigail HereyDirector
Carol RodriguesDirector
Gail IsaksenDirector
Jill CarrollDirector
Joanna Mcquillan WeeksDirector
John WhalenDirector
Kate PowersDirector
Kathleen ClementDirector
Maria R KilshawDirector
Michael SilviaDirector
Pamela KuechlerDirector
Robert GrindrodDirector
Jane RischAssistant Tr
Stasia PowersEx-officio
Kyle Decicco-careySecretary
Robert KenworthyTreasurer
Bruce BendiksenVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$829,275
Program Service Revenue
$2,083
Investment Income
$12,002
Other Revenue
$0
All Other Contributions
$13,285
Change in Net Assets
$37,835

Audited Revenue Reconciliation

Revenue per Audited Statements
$843,360
Revenue Not Reported on Form 990
$19,677
Total Revenue per Audited Statements
$863,037
Total Revenue per Form 990
$843,360
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$524,322
Other Expenses$281,203
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Employee Benefits$385,477$106,900-$492,377
Occupancy$89,522$14,916-$104,438
Payroll Taxes$23,503$8,442-$31,945
Office Expenses$26,148$3,508-$29,656
Fees for Services Accounting-$9,500-$9,500
Depreciation Depletion$5,333$941-$6,274
Fees for Services Other-$5,951-$5,951
Other Expenses$4,321--$4,321
Total Functional Expenses$655,367$150,158$0$805,525

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$805,525
Total Expenses per Audited Statements$805,525
Total Expenses per Form 990$805,525
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
Audit committee
Yes
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
No
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 auditors present a copy of the form 990. It is then reviewed by the president and treasurer prior to filing.”

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

“Inquiry of all board membrs on a bi-annual basis.”

Form 990, Page 6, Part VI, Line 15A

“Each year the personnel committee of the board of trustees reviews the pays of all employees, including the director. Comparisons are made with other towns and library salaries and recomendations are made to the full board.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available online via the secretary for the commonwealth of massachusetts corporate database and upon request. Yhe conflict of interest policy is available upon request. Financial statements are available through guidestar.org and the commonwealth of the massachsusetts division of public charities, or upon request.”

Filing and Contact Details

Filer

Filer Name
The Millicent Library
EIN
04-2121363
Phone
5089925342
Address
PO BOX 30, FAIRHAVEN, MA 02719

Signing Officer

Name
Robert Kenworthy
Title
Treasurer
Phone
5089925342
Signed
2023-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy L Lopes
Formed
1892
Legal Domicile
Ma
Voting Board Members
19
Independent Board Members
19
Employees
13
Volunteers
13

Preparer

Firm
Sanders Walsh & Eaton Cpas LLC
Address
PO BOX F, OSTERVILLE, MA 02655
Preparer
Joseph F Mcgee CPA
Phone
5084280790
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part III, Line 4

“The library collections include research books, letters, diaries, antiques and art. The collections are held for public education and research in furtherance of public service, rather than financial gain.”

Schedule D, Page 2, Part V, Line 4

“The library is a beneficiary of a gift of 100,000 made by henry h. Rogers in 1893. The funds are to be invested in perpetuity. As restricted by the donor, the investment income is paid semi-annually and must be used for maintenance and repair of the library. In 2022, the commonwealth of massachusetts was the trustee that held held the funds and invested them in the massachusetts municipal depository trust, cash portfolio fund, which was managed by fidelity. Municipal depository trust, cash portfolio fund was valued at 1 per share, earning interest at a variable rate. In 2023 the commonwealth of massachusetts released the funds and allowed the library to set and manage its own endowment.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt15ASSISTANT TR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ENDOWMENT INVESTMENTS
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE LIBRARY COLLECTIONS INCLUDE RESEARCH BOOKS, LETTERS, DIARIES, ANTIQUES AND ART. THE COLLECTIONS ARE HELD FOR PUBLIC EDUCATION AND RESEARCH IN FURTHERANCE OF PUBLIC SERVICE, RATHER THAN FINANCIAL GAIN.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE LIBRARY IS A BENEFICIARY OF A GIFT OF 100,000 MADE BY HENRY H. ROGERS IN 1893. THE FUNDS ARE TO BE INVESTED IN PERPETUITY. AS RESTRICTED BY THE DONOR, THE INVESTMENT INCOME IS PAID SEMI-ANNUALLY AND MUST BE USED FOR MAINTENANCE AND REPAIR OF THE LIBRARY. IN 2022, THE COMMONWEALTH OF MASSACHUSETTS WAS THE TRUSTEE THAT HELD HELD THE FUNDS AND INVESTED THEM IN THE MASSACHUSETTS MUNICIPAL DEPOSITORY TRUST, CASH PORTFOLIO FUND, WHICH WAS MANAGED BY FIDELITY. MUNICIPAL DEPOSITORY TRUST, CASH PORTFOLIO FUND WAS VALUED AT 1 PER SHARE, EARNING INTEREST AT A VARIABLE RATE. IN 2023 THE COMMONWEALTH OF MASSACHUSETTS RELEASED THE FUNDS AND ALLOWED THE LIBRARY TO SET AND MANAGE ITS OWN ENDOWMENT.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART III, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 2, PART V, LINE 4
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE AUDITORS PRESENT A COPY OF THE FORM 990. IT IS THEN REVIEWED BY THE PRESIDENT AND TREASURER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INQUIRY OF ALL BOARD MEMBRS ON A BI-ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH YEAR THE PERSONNEL COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE PAYS OF ALL EMPLOYEES, INCLUDING THE DIRECTOR. COMPARISONS ARE MADE WITH OTHER TOWNS AND LIBRARY SALARIES AND RECOMENDATIONS ARE MADE TO THE FULL BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE ONLINE VIA THE SECRETARY FOR THE COMMONWEALTH OF MASSACHUSETTS CORPORATE DATABASE AND UPON REQUEST. YHE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE THROUGH GUIDESTAR.ORG AND THE COMMONWEALTH OF THE MASSACHSUSETTS DIVISION OF PUBLIC CHARITIES, OR 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 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,613,962
Liabilities
$41,034
Net assets
$1,572,928
Revenue
$843,360
Expenses
$805,525
Net income
$37,835
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.10$1.69$0.95$0.96$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.70$0.03$1.67$0.87$0.80$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.61$0.04$1.57$0.84$0.81$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.54$0.02$1.52$0.75$0.74$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.01$1.52$0.78$0.68$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.44$0.01$1.42$0.74$0.65$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.34$0.01$1.33$0.72$0.69$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.01$1.30$0.84$0.65$0.19
2017Detailed filing. Detailed filing data is available for this year.$1.14$0.03$1.12$0.69$0.64$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.09$0.02$1.07$0.67$0.60$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.02$0.99$0.70$0.61$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.99$0.03$0.97$0.69$0.62$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.02$0.96$0.71$0.62$0.09
2012Summary only. Only limited summary data is available for this year.$0.97$0.03$0.95$0.77$0.63$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.00$0.61$0.63