Civic Intelligence

Barnstable Historical Society

990 • Fiscal year 2014 • EIN 04-2600860

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 07, 2015

3087 Main St P O Box 829Barnstable, MA 02630

(508) 362-2982

Siviq Scores

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

Liabilities / Assets

68th percentile

0.20x

Higher debt load relative to assets than 68% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

82nd percentile

0.44x

Higher debt load relative to revenue than 82% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

96th percentile

72%

Higher net margin than 96% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

63rd percentile

7.5%

Faster asset growth than 63% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

99th percentile

1064%

Faster revenue growth than 99% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$535,979

Up $37,307 (+7.5%) from 2013

Net Assets

Up

$431,026

Up $179,854 (+72%) from 2013

Liabilities

Down

$104,953

Down $142,547 (-58%) from 2013

Revenue

Up

$237,578

Up $217,169 (+1064%) from 2013

Expenses

Up

$65,348

Up $36,507 (+127%) from 2013

Net Income

Up

$172,230

Up $180,662 (+2143%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $57,645Net Assets 2010: $57,6452010Assets 2011: $251,462Liabilities 2011: $0Net Assets 2011: $251,4622011Assets 2012: $514,801Liabilities 2012: $247,500Net Assets 2012: $267,3012012Assets 2013: $498,672Liabilities 2013: $247,500Net Assets 2013: $251,1722013Assets 2014: $535,979Liabilities 2014: $104,953Net Assets 2014: $431,0262014Assets 2015: $544,945Liabilities 2015: $0Net Assets 2015: $544,9452015Assets 2016: $535,789Liabilities 2016: $0Net Assets 2016: $535,7892016Assets 2017: $535,546Liabilities 2017: $0Net Assets 2017: $535,5462017Assets 2018: $542,118Liabilities 2018: $0Net Assets 2018: $542,1182018Assets 2019: $567,485Liabilities 2019: $0Net Assets 2019: $567,4852019Assets 2020: $527,131Liabilities 2020: $0Net Assets 2020: $527,1312020Assets 2021: $525,395Liabilities 2021: $0Net Assets 2021: $525,3952021Assets 2022: $493,114Liabilities 2022: $0Net Assets 2022: $493,1142022Assets 2023: $533,717Liabilities 2023: $0Net Assets 2023: $533,7172023Assets 2024: $539,118Liabilities 2024: $0Net Assets 2024: $539,1182024Assets 2025: $544,591Liabilities 2025: $0Net Assets 2025: $544,5912025

Highlighted filing

2014

Assets$535,979
Liabilities$104,953
Net Assets$431,026

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $45,901Expenses 2010: $64,668Net Income 2010: -$18,7672010Expenses 2011: $71,1792011Expenses 2012: $37,7712012Revenue 2013: $20,409Expenses 2013: $28,841Net Income 2013: -$8,4322013Revenue 2014: $237,578Expenses 2014: $65,348Net Income 2014: $172,2302014Revenue 2015: $153,505Expenses 2015: $39,586Net Income 2015: $113,9192015Revenue 2016: $52,783Expenses 2016: $61,939Net Income 2016: -$9,1562016Revenue 2017: $41,565Expenses 2017: $41,808Net Income 2017: -$2432017Revenue 2018: $44,248Expenses 2018: $37,676Net Income 2018: $6,5722018Revenue 2019: $74,412Expenses 2019: $49,045Net Income 2019: $25,3672019Revenue 2020: $10,558Expenses 2020: $50,912Net Income 2020: -$40,3542020Revenue 2021: $35,904Expenses 2021: $37,640Net Income 2021: -$1,7362021Revenue 2022: $31,663Expenses 2022: $63,944Net Income 2022: -$32,2812022Revenue 2023: $87,767Expenses 2023: $47,164Net Income 2023: $40,6032023Revenue 2024: $51,948Expenses 2024: $46,547Net Income 2024: $5,4012024Revenue 2025: $46,479Expenses 2025: $41,006Net Income 2025: $5,4732025

Highlighted filing

2014

Revenue$237,578
Expenses$65,348
Net Income$172,230
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 7, 2015
Return Version
2014v5.0
Gross Receipts
$237,578
Mission and Program Overview

Mission

To foster interest in the history of barnstable, massachusetts

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$468,945$470,005▲ $1,060
Cash and Non-Interest-Bearing Accounts$29,727$65,974▲ $36,247
Total Assets$498,672$535,979▲ $37,307
Liabilities
Other Liabilities$247,500$104,953▼ $142,547
Total Liabilities$247,500$104,953▼ $142,547
Net Assets / Fund Balance
Unrestricted Net Assets$251,172$431,026▲ $179,854
Total Net Assets Fund Balance$251,172$431,026▲ $179,854
Total Liabilities and Net Assets / Fund Balance$498,672$535,979▲ $37,307

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$270,005$15,616$285,621
Land$200,000-$200,000
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$200,264
Program Service Revenue
$35,430
Investment Income
$3
Other Revenue
$1,881
All Other Contributions
$200,264
Change in Net Assets
$172,230

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$92,547Fair Market Value
Total Noncash Contributions1$92,547-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$65,348
Total Fundraising Expense$28,931
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$4,139$6,114$1,273$11,526
Insurance$8,554--$8,554
Depreciation Depletion$6,940--$6,940
Other Expenses$4,599-$7,277$4,599
Total Functional Expenses$30,303$6,114$28,931$65,348
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Mortgage Payable$104,953
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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
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

REVIEWED BY OFFICERS

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Barnstable Historical Society
EIN
04-2600860
Phone
5083622982
Address
3087 MAIN ST P O BOX 829, BARNSTABLE, MA 02630

Signing Officer

Name
Richards French
Title
Vice-president
Phone
5083622982
Signed
2015-09-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richards French
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
James F Bogle CPA Pc
Address
244 WILLOW ST, YARMOUTH PORT, MA 02675-1757
Preparer
James F Bogle CPA
Phone
5083628123
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

To foster interest in the history of barnstable, massachusetts

Form 990, Part IX, Line 24E

Utilities & phone 3,617 0 0 computer & internet 0 2,282 0 professional fees 0 1,035 0 books 0 0 880 advertising 0 779 0 postage & delivery 0 731 0 printing & reproduction 0 593 0 bank charges 0 394 0 gift shop consignment 0 0 393 dues and subscriptions 0 300 0 supplies 196 0 0 small events 116 0 0 gifts 100 0 0 miscellaneous 56 0 0 training 35 0 0 licenses & permits 19 0 0

Financial Statement Notes

Schedule D, Page 4, Part XIII

Mortgage payable was paid in full in year 2015.

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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99900
IRS990ScheduleA/PublicSupportPY509Pct00.99840
IRS990ScheduleA/PublicSupportTotal509Amt0632674
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0237575
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt020409
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt064390
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0264934
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt045366
IRS990ScheduleA/Total509Grp/TotalAmt0632674
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0237578
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt020409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt064430
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0264996
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt045901
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0633314
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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
IRS990ScheduleD/BuildingsGrp/BookValueAmt0270005
IRS990ScheduleD/BuildingsGrp/DepreciationAmt015616
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0285621
IRS990ScheduleD/LandGrp/BookValueAmt0200000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0200000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0104953
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MORTGAGE PAYABLE
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MORTGAGE PAYABLE WAS PAID IN FULL IN YEAR 2015.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XIII
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0470005
IRS990ScheduleD/TotalLiabilityAmt0104953
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt092547
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO FOSTER INTEREST IN THE HISTORY OF BARNSTABLE, MASSACHUSETTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED BY OFFICERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UTILITIES & PHONE 3,617 0 0 COMPUTER & INTERNET 0 2,282 0 PROFESSIONAL FEES 0 1,035 0 BOOKS 0 0 880 ADVERTISING 0 779 0 POSTAGE & DELIVERY 0 731 0 PRINTING & REPRODUCTION 0 593 0 BANK CHARGES 0 394 0 GIFT SHOP CONSIGNMENT 0 0 393 DUES AND SUBSCRIPTIONS 0 300 0 SUPPLIES 196 0 0 SMALL EVENTS 116 0 0 GIFTS 100 0 0 MISCELLANEOUS 56 0 0 TRAINING 35 0 0 LICENSES & PERMITS 19 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0498672
IRS990/TotalAssetsEOYAmt0535979
IRS990/TotalAssetsGrp/BOYAmt0498672
IRS990/TotalAssetsGrp/EOYAmt0535979
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0200264
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt028931
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06114
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt030303
IRS990/TotalFunctionalExpensesGrp/TotalAmt065348
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0247500
IRS990/TotalLiabilitiesEOYAmt0104953
IRS990/TotalLiabilitiesGrp/BOYAmt0247500
IRS990/TotalLiabilitiesGrp/EOYAmt0104953
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0251172
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0431026
IRS990/TotalProgramServiceExpensesAmt030303
IRS990/TotalProgramServiceRevenueAmt035430
IRS990/TotalRevenueGrp/ExclusionAmt08203
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt029111
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0237578
IRS990/TotalVolunteersCnt013
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0498672
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0535979
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0251172
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0431026
IRS990/USAddress/AddressLine1Txt080 ACRE HILL ROAD
IRS990/USAddress/CityNm0BARNSTABLE
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002630
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARDS FRENCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05083622982
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARNSTABLE HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0BARN
ReturnHeader/Filer/EIN0042600860
ReturnHeader/Filer/PhoneNum05083622982
ReturnHeader/Filer/USAddress/AddressLine1Txt03087 MAIN ST P O BOX 829
ReturnHeader/Filer/USAddress/CityNm0BARNSTABLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002630
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900001394
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES F BOGLE CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0244 WILLOW ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0YARMOUTH PORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0026751757
ReturnHeader/PreparerPersonGrp/PhoneNum05083628123
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES F BOGLE CPA
ReturnHeader/ReturnTs02015-09-10T06:49:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.46$0.41$0.05
2024Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.52$0.47$0.05
2023Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.88$0.47$0.41
2022Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.32$0.64$0.32
2021Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.36$0.38$0.02
2020Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.11$0.51$0.40
2019Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.74$0.49$0.25
2018Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.44$0.38$0.07
2017Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.42$0.42$0.00
2016Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.53$0.62$0.09
2015Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$1.54$0.40$1.14
2014Detailed filing. Detailed filing data is available for this year.$5.36$1.05$4.31$2.38$0.65$1.72
2013Detailed filing. Detailed filing data is available for this year.$4.99$2.48$2.51$0.20$0.29$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.15$2.48$2.67$0.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.00$2.51$0.71
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.58$0.46$0.65$0.19