Civic Intelligence

Beverly Historical Society Inc.

990 • Fiscal year 2016 • EIN 04-2237789

Oct 01, 2015 to Sep 30, 2016 • Filed on Nov 03, 2016

Organization Profilewww.beverlyhistory.org

View Organization Page

117 Cabot StreetBeverly, MA 01915-5196

(978) 922-1186

Siviq Scores

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

Liabilities / Assets

38th percentile

0.04x

Higher debt load relative to assets than 38% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

71st percentile

0.32x

Higher debt load relative to revenue than 71% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

68th percentile

9.8%

Higher net margin than 68% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

57th percentile

$75,822

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 18.6% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

63rd percentile

5.3%

Faster asset growth than 63% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-16%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$3,167,866

Up $158,353 (+5.3%) from 2015

Net Assets

Up

$3,035,860

Up $40,105 (+1.3%) from 2015

Liabilities

Up

$132,006

Up $118,248 (+859%) from 2015

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin68th percentile

Revenue

Down

$407,419

Down $80,351 (-16%) from 2015

Expenses

Up

$367,314

Up $78,499 (+27%) from 2015

Net Income

Down

$40,105

Down $158,850 (-80%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,619,638Liabilities 2011: $13,787Net Assets 2011: $2,605,8512011Assets 2012: $2,694,592Liabilities 2012: $11,920Net Assets 2012: $2,682,6722012Assets 2013: $2,742,444Liabilities 2013: $10,781Net Assets 2013: $2,731,6632013Assets 2014: $2,813,515Liabilities 2014: $16,715Net Assets 2014: $2,796,8002014Assets 2015: $3,009,513Liabilities 2015: $13,758Net Assets 2015: $2,995,7552015Assets 2016: $3,167,866Liabilities 2016: $132,006Net Assets 2016: $3,035,8602016Assets 2017: $3,181,596Liabilities 2017: $38,392Net Assets 2017: $3,143,2042017Assets 2018: $3,219,754Liabilities 2018: $38,199Net Assets 2018: $3,181,5552018Assets 2019: $3,181,393Liabilities 2019: $13,801Net Assets 2019: $3,167,5922019Assets 2020: $3,289,996Liabilities 2020: $61,586Net Assets 2020: $3,228,4102020Assets 2021: $4,028,123Liabilities 2021: $72,147Net Assets 2021: $3,955,9762021Assets 2022: $3,651,130Liabilities 2022: $52,152Net Assets 2022: $3,598,9782022Assets 2023: $4,073,092Liabilities 2023: $229,865Net Assets 2023: $3,843,2272023Assets 2024: $4,351,446Liabilities 2024: $31,030Net Assets 2024: $4,320,4162024

Highlighted filing

2016

Assets$3,167,866
Liabilities$132,006
Net Assets$3,035,860
Open 2016 Filing

Operations Trend

Revenue Growth18th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $194,140Expenses 2011: $269,955Net Income 2011: -$75,8152011Revenue 2012: $345,485Expenses 2012: $268,664Net Income 2012: $76,8212012Revenue 2013: $322,485Expenses 2013: $273,494Net Income 2013: $48,9912013Revenue 2014: $365,473Expenses 2014: $300,336Net Income 2014: $65,1372014Revenue 2015: $487,770Expenses 2015: $288,815Net Income 2015: $198,9552015Revenue 2016: $407,419Expenses 2016: $367,314Net Income 2016: $40,1052016Revenue 2017: $608,585Expenses 2017: $501,241Net Income 2017: $107,3442017Revenue 2018: $414,623Expenses 2018: $376,272Net Income 2018: $38,3512018Revenue 2019: $443,507Expenses 2019: $457,470Net Income 2019: -$13,9632019Revenue 2020: $462,861Expenses 2020: $402,043Net Income 2020: $60,8182020Revenue 2021: $1,000,040Expenses 2021: $406,690Net Income 2021: $593,3502021Revenue 2022: $418,914Expenses 2022: $545,083Net Income 2022: -$126,1692022Revenue 2023: $716,839Expenses 2023: $472,590Net Income 2023: $244,2492023Revenue 2024: $1,058,500Expenses 2024: $581,311Net Income 2024: $477,1892024

Highlighted filing

2016

Revenue$407,419
Expenses$367,314
Net Income$40,105
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Nov 3, 2016
Return Version
2015v3.0
Gross Receipts
$1,017,062
Mission and Program Overview

Mission

To share beverly's history with everyone through our collections which encompass 3 houses, 5 centuries and thousands of stories

To collect, preserve, interpret, and disseminate beverly's regional history

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,719,989$1,713,931▼ $6,058
Investments in Publicly Traded Securities$1,150,389$1,267,141▲ $116,752
Pledges and Grants Receivable$13,001$124,926▲ $111,925
Cash and Non-Interest-Bearing Accounts$27,247$40,070▲ $12,823
Inventories for Sale or Use$10,062$9,123▼ $939
Savings and Temporary Cash Investments$82,708$6,701▼ $76,007
Prepaid Expenses and Deferred Charges$3,695$2,625▼ $1,070
Total Assets$3,009,513$3,167,866▲ $158,353
Other Assets Total$2,422$3,349▲ $927
Liabilities
Deferred Revenue-$120,000-
Accounts Payable and Accrued Expenses$12,908$11,156▼ $1,752
Other Liabilities$850$850→ $0
Total Liabilities$13,758$132,006▲ $118,248
Net Assets / Fund Balance
Unrestricted Net Assets$2,560,397$2,566,130▲ $5,733
Permanently Rstr Net Assets$397,698$407,980▲ $10,282
Temporarily Rstr Net Assets$37,660$61,750▲ $24,090
Total Net Assets Fund Balance$2,995,755$3,035,860▲ $40,105
Total Liabilities and Net Assets / Fund Balance$3,009,513$3,167,866▲ $158,353

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,713,931$143,213-
Equipment-$28,526-
Other Assets Org$3,349--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,238,097$10,282▲ $124,790$87,578$1,276,342
2014$1,091,081$260,500▼ $29,522$74,517$1,238,097
2013$1,053,107-▲ $121,081$74,986$1,091,081
2012$1,011,776-▲ $123,439$74,737$1,053,107
2011$910,396-▲ $168,310$58,934$1,011,776
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Susan GoganianDirectorFT$75,822$75,822

Board Members and Trustees

NameTitle
Dan LohnesPresident
Fay SaltTrustee
JEANNE O'HEARNTrustee
Jan JefgoodTrustee
Jay LeahyTrustee
Jim MorroccoTrustee
John GlovskyTrustee
John MulladyTrustee
Joy MunozTrustee
Karen MacinnisTrustee
Lance DalyTrustee
Lincoln WilliamsTrustee
Martha GavinTrustee
Patricia GrimesTrustee
Stefano BassoTrustee
Maureen TroubetarisSecretary
Don MacquarrieTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$243,779
Program Service Revenue
$20,059
Investment Income
$124,790
Other Revenue
$18,791
All Other Contributions
$150,374
Change in Net Assets
$40,105

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$185,431
Salaries, Compensation, and Employee Benefits$181,883
Total Fundraising Expense$27,599
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$110,049$4,796$0$114,845
Other Salaries and Wages$68,716$13,615$0$82,331
Current Officers, Directors, Trustees, and Key Employees$22,747$30,328$22,747$75,822
Occupancy$15,778$2,337$0$18,115
Insurance$11,700$3,900$0$15,600
Payroll Taxes$7,833$3,764$1,948$13,545
Fees for Service Investment Mgmnt Fees$0$9,249$0$9,249
Depreciation Depletion$5,639$1,880$0$7,519
Fees for Services Accounting$0$6,350$0$6,350
Other Employee Benefits$1,703$2,270$1,703$5,676
Office Expenses$0$4,547$0$4,547
Pension Plan Contributions$1,706$1,602$1,201$4,509
Other Expenses$2,309$0$0$2,309
Total Functional Expenses$248,180$91,535$27,599$367,314
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$7,278
Fundraising Direct Expenses$440
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit$850
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Beverly Historical Society
EIN
04-2237789
Phone
9789221186
Address
117 CABOT STREET, BEVERLY, MA 01915-5196

Signing Officer

Name
Susan Goganian
Title
Director
Phone
9789221186
Signed
2016-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Goganian
Formed
1891
Legal Domicile
Ma
Voting Board Members
17
Independent Board Members
17
Employees
7
Volunteers
48

Preparer

Firm
Horvitz & Frisch Pc
Address
128 MAIN ST, GLOUCESTER, MA 01930-5725
Preparer
Howard M Frisch CPA
Phone
9782812639
Supplemental Narrative

Additional Explanations

Pt VI, Line 15A

“Comparable data is reviewed for salary determination”

Pt VI, Line 12C

“Conflict of interest policy and disclosures occur annualy”

Pt VI, Line 19

“UPON REQUEST”

Pt VI, Line 6

“The organization has one class of members that elect the trustees”

Pt VI, Line 7A

“The members elect the trustees”

Pt VI, Line 11B

“A draft of the 990 is provided to the board prior to filing”

Pt VI, Line 15B

“Comparable data is reviewed for salary determination”

Form 990, Part IX, Line 24E

“Conservation 435. 435. 0. 0.”

Form 990, Part IX, Line 24E

“Exhibits 1733. 1733. 0. 0.”

Form 990, Part IX, Line 24E

“Grant related 98681. 98681. 0. 0.”

Form 990, Part IX, Line 24E

“Marketing 218. 0. 218. 0.”

Form 990, Part IX, Line 24E

“Miscellaneous 520. 140. 380. 0.”

Form 990, Part IX, Line 24E

“Newsletter 1515. 1515. 0. 0.”

Form 990, Part IX, Line 24E

“Payroll service fees 1082. 0. 1082. 0.”

Form 990, Part IX, Line 24E

“Postage 3116. 0. 3116. 0.”

Form 990, Part IX, Line 24E

“Professional development 2045. 2045. 0. 0.”

Form 990, Part IX, Line 24E

“Program expenses 5120. 5120. 0. 0.”

Form 990, Part IX, Line 24E

“Volunteer related 380. 380. 0. 0.”

Financial Statement Notes

Pt IV, Line 2B

“Collection items are acquired through purchases and contributions are not capitalized”

Pt III, Line 4

“Collection items include items of historical significance to the city of beverly”

Pt XI, Line 2D

“Income shown net of expenses on form 990”

Pt XII, Line 2D

“Income shown net of expenses on form 990”

Pt V, Line 4

“The objective of the endowment fund is to generate a long-term return in the form of income and growth which will allow distributions consistent with the board of trustee's spending policy, while preserving over time, the principal value of the fund's assets as measured in real, inflation adjusted terms.”

Raw XML AppendixShowing 400 of 559 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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IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1884
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IRS990/PYSalariesCompEmpBnftPaidAmt0170421
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt040105
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt010200
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt082708
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0193610
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0156881
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0114044
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt020059
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt030649
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,167,866
Liabilities
$132,006
Net assets
$3,035,860
Revenue
$407,419
Expenses
$367,314
Net income
$40,105
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.35$0.03$4.32$1.06$0.58$0.48
2023Detailed filing. Detailed filing data is available for this year.$4.07$0.23$3.84$0.72$0.47$0.24
2022Detailed filing. Detailed filing data is available for this year.$3.65$0.05$3.60$0.42$0.55$0.13
2021Detailed filing. Detailed filing data is available for this year.$4.03$0.07$3.96$1.00$0.41$0.59
2020Detailed filing. Detailed filing data is available for this year.$3.29$0.06$3.23$0.46$0.40$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.18$0.01$3.17$0.44$0.46$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.22$0.04$3.18$0.41$0.38$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.18$0.04$3.14$0.61$0.50$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.17$0.13$3.04$0.41$0.37$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.01$0.01$3.00$0.49$0.29$0.20
2014Summary only. Only limited summary data is available for this year.$2.81$0.02$2.80$0.37$0.30$0.07
2013Summary only. Only limited summary data is available for this year.$2.74$0.01$2.73$0.32$0.27$0.05
2012Summary only. Only limited summary data is available for this year.$2.69$0.01$2.68$0.35$0.27$0.08
2011Summary only. Only limited summary data is available for this year.$2.62$0.01$2.61$0.19$0.27$0.08