Civic Intelligence

Medfield Historical Society

EIN 04-2447517 • 501(c)3 • Medfield, MA

Profile

Preserve and promote history of Medfield

6 Pleasant StMedfield, MA 02052

www.medfieldhistoricalsociety.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

68%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $214,649 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $214,649 (-100%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin72nd percentile

Revenue

Up

$19,264

Up $7,810 (+68%) from 2022

Expenses

Up

$15,912

Up $4,037 (+34%) from 2022

Net Income

Up

$3,352

Up $3,773 (+896%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$300K$200K$100K$0Assets 2022: $214,649Liabilities 2022: $0Net Assets 2022: $214,6492022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth88th percentile

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

$20K$15K$10K$5.0K$0-$5.0KRevenue 2022: $11,454Expenses 2022: $11,875Net Income 2022: -$4212022Revenue 2023: $19,264Expenses 2023: $15,912Net Income 2023: $3,3522023

Highlighted filing

2023

Revenue$19,264
Expenses$15,912
Net Income$3,352
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$19,264
Expenses
$15,912
Net income
$3,352
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.19$0.16$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.11$0.12$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 28, 2024
Return Version
2023v4.0
Gross Receipts
$19,264
Mission and Program Overview

Mission

Preserve and promote history of Medfield

Historical museum and education

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$100,000--
Savings and Temporary Cash Investments$64,649--
Total Assets$214,649$0▼ $214,649
Other Assets Total$50,000--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$214,649--
Total Net Assets Fund Balance$214,649$0▼ $214,649
Total Liabilities and Net Assets / Fund Balance$214,649$0▼ $214,649
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
David TemplePresident
Daniel MedeirosTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$19,110
Program Service Revenue
$0
Investment Income
$154
Other Revenue
$0
All Other Contributions
$10,858
Change in Net Assets
$3,352

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$15,912
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses-$5,102-$5,102
Insurance-$2,310-$2,310
Information Technology-$1,421-$1,421
Office Expenses-$673-$673
Advertising$589--$589
Total Functional Expenses$589$15,323$0$15,912
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
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

Governance Explanations

Part VI Line 6

“Members”

Part VI Line 6

“150”

Part VI Line 11B

“No review was or will be conducted.”

Part VI Line 19

“"No documents available to the public."”

Filing and Contact Details

Filer

Filer Name
Medfield Historical Society
EIN
04-2447517
In Care Of
% Daniel Medeiros
Phone
5083594773
Address
6 Pleasant St, Medfield, MA 02052

Signing Officer

Name
Daniel Medeiros
Title
Treasurer
Phone
8579981325
Signed
2024-02-28

Organization Details

Principal Officer
David Temple
Formed
1969
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
20
Raw XML Appendix258 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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