Civic Intelligence

Heath Historical Society Inc

EIN 04-2607722 • 501(c)3 • Heath, MA

Profile

Rehabilitation and maintenance of old townhouse

PO Box 69801346Heath, MA 01346
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

38th percentile

-3.8%

Higher net margin than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

52nd percentile

-0.6%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$43,329

Down $276 (-0.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$43,329

Down $276 (-0.6%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin38th percentile

Revenue

Up

$7,180

Up $1,398 (+24%) from 2023

Expenses

Up

$7,456

Up $4,969 (+200%) from 2023

Net Income

Down

-$276

Down $3,571 (-108%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$60K$40K$20K$0Assets 2011: $10,110Net Assets 2011: $10,1102011Assets 2020: $37,132Liabilities 2020: $02020Assets 2021: $46,644Liabilities 2021: $02021Assets 2022: $45,310Liabilities 2022: $0Net Assets 2022: $45,3102022Assets 2023: $43,605Liabilities 2023: $0Net Assets 2023: $43,6052023Assets 2024: $43,329Liabilities 2024: $0Net Assets 2024: $43,3292024

Highlighted filing

2024

Assets$43,329
Liabilities$0
Net Assets$43,329
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $8,282Expenses 2011: $17,246Net Income 2011: -$8,9642011Revenue 2020: $17,768Expenses 2020: $4,623Net Income 2020: $13,1452020Revenue 2021: $29,535Expenses 2021: $8,449Net Income 2021: $21,0862021Revenue 2022: $15,466Expenses 2022: $16,800Net Income 2022: -$1,3342022Revenue 2023: $5,782Expenses 2023: $2,487Net Income 2023: $3,2952023Revenue 2024: $7,180Expenses 2024: $7,456Net Income 2024: -$2762024

Highlighted filing

2024

Revenue$7,180
Expenses$7,456
Net Income-$276
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,329
Liabilities
$0
Net assets
$43,329
Revenue
$7,180
Expenses
$7,456
Net income
-$276
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$43.3$0.00$43.3$7.18$7.46$0.28
2023Detailed filing. Detailed filing data is available for this year.$43.6$0.00$43.6$5.78$2.49$3.30
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.3$0.00$45.3$15.5$16.8$1.33
2021Summary only. Only limited summary data is available for this year.$46.6$0.00$29.5$8.45$21.1
2020Summary only. Only limited summary data is available for this year.$37.1$0.00$17.8$4.62$13.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$10.1$8.28$17.2$8.96
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$7,180
Mission and Program Overview

Mission

Promote appreciation of Heaths history

Rehabilitation and maintenance of old townhouse

Program Services

DescriptionGrantsExpenses
0--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas LivelyTreasurer-$0--
Ned WolfPresident-$0--
Nina MarchallSecretary-$0--
Adrian C TouwVolunteer Accountant-$0--
Filing and Contact Details

Filer

Filer Name
Heath Historical Society Inc
EIN
04-2607722
Phone
4133378619
Address
PO BOX 69801346, HEATH, MA 01346

Signing Officer

Name
Adrian C Touw
Title
Assistant Treasurer
Phone
4133374061
Signed
2025-05-14
Supplemental Narrative

Additional Explanations

Schedule O:

“Insurance $2,627 / Office supplies and postage $161 / Fees and bank charges $45”

Raw XML Appendix199 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.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Thomas Lively
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Adrian C Touw
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Volunteer Accountant
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02833
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0401
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07456
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt07180
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt00
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IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
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IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $2,627 / Office supplies and postage $161 / Fees and bank charges $45
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Adrian C Touw
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Assistant Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04133374061
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEATH HISTORICAL SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0HEAT
ReturnHeader/Filer/EIN0042607722
ReturnHeader/Filer/PhoneNum04133378619
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 69801346
ReturnHeader/Filer/USAddress/CityNm0HEATH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001346
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-05-14T18:00:02Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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