Civic Intelligence

Acton Historical Society Incorporated

990EZ • Fiscal year 2018 • EIN 04-2612423

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 07, 2018

PO Box 2389Acton, MA 01720

(978) 621-8478

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

95th percentile

70%

Higher net margin than 95% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

58th percentile

6.2%

Faster asset growth than 58% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2018

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2018

Assets

Up

$404,802

Up $66,878 (+20%) from 2015

Net Assets

Up

$404,802

Up $66,878 (+20%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$76,981

Up $23,718 (+45%) from 2015

Expenses

Down

$23,310

Down $17,769 (-43%) from 2015

Net Income

Up

$53,671

Up $41,487 (+341%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $302,144Liabilities 2011: $1,951Net Assets 2011: $300,1932011Assets 2014: $327,696Liabilities 2014: $1,956Net Assets 2014: $325,7402014Assets 2015: $337,924Liabilities 2015: $0Net Assets 2015: $337,9242015Assets 2018: $404,802Liabilities 2018: $0Net Assets 2018: $404,8022018Assets 2019: $569,754Liabilities 2019: $57,530Net Assets 2019: $512,2242019Assets 2020: $619,994Liabilities 2020: $0Net Assets 2020: $619,9942020Assets 2021: $615,802Liabilities 2021: $0Net Assets 2021: $615,8022021Assets 2022: $646,684Liabilities 2022: $0Net Assets 2022: $646,6842022Assets 2023: $657,713Liabilities 2023: $0Net Assets 2023: $657,7132023Assets 2024: $659,719Liabilities 2024: $0Net Assets 2024: $659,7192024Assets 2025: $664,880Liabilities 2025: $0Net Assets 2025: $664,8802025

Highlighted filing

2018

Assets$404,802
Liabilities$0
Net Assets$404,802

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $27,294Expenses 2011: $28,554Net Income 2011: -$1,2602011Revenue 2014: $77,408Expenses 2014: $28,419Net Income 2014: $48,9892014Revenue 2015: $53,263Expenses 2015: $41,079Net Income 2015: $12,1842015Revenue 2018: $76,981Expenses 2018: $23,310Net Income 2018: $53,6712018Revenue 2019: $126,203Expenses 2019: $18,781Net Income 2019: $107,4222019Revenue 2020: $138,861Expenses 2020: $31,091Net Income 2020: $107,7702020Revenue 2021: $32,290Expenses 2021: $36,482Net Income 2021: -$4,1922021Revenue 2022: $57,148Expenses 2022: $26,266Net Income 2022: $30,8822022Revenue 2023: $37,470Expenses 2023: $26,441Net Income 2023: $11,0292023Revenue 2024: $32,070Expenses 2024: $30,064Net Income 2024: $2,0062024Revenue 2025: $29,421Expenses 2025: $56,320Net Income 2025: -$26,8992025

Highlighted filing

2018

Revenue$76,981
Expenses$23,310
Net Income$53,671
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 7, 2018
Return Version
2017v2.2
Gross Receipts
$85,405
Mission and Program Overview

Mission

The Acton Historical Society works to discover, preserve and share facts and artifacts from the rich history of Acton, Massachusetts with the hope of spreading enthusiasm for and knowledge of Acton.

Program Services

DescriptionGrantsExpenses
To maintan the mission of the Acton Historical Society and to maintain the historic Hosmer House and adjoining library.$21,467-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Doug HerrickCo-PresidentPT$0--
William KlauerCo-PresidentPT$0--
Amber KlauerVice President-$0--
Hartley MillettTreasurerPT$0--
Patricia HerdegSecretaryPT$0--
Charles OlmsteadDirector-$0--
Sandy SchmidtDirector-$0--
Judy ShubertDirector-$0--
Mary DonaldDirector-$0--
Brewster ConantDirector-$0--
Nan MillettDirector-$0--
Filing and Contact Details

Filer

Filer Name
Acton Historical Society
EIN
04-2612423
Phone
9786218478
Address
PO Box 2389, Acton, MA 01720

Signing Officer

Name
Hart Millett
Title
Treasurer
Signed
2018-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Vallas & Arrison PC
Address
312 Great Road, Littleton, MA 01460
Preparer
George P Vallas CPA
Phone
9784869855
Supplemental Narrative

Additional Explanations

Other Expenses.1008

Interest $541

Other Expenses.1009

Depreciation $6924

Other Expenses.1012

Insurance $6926

Other Expenses.1

Miscellaneous $869

Other Expenses.2

Library Supplies $200

Total Liabilities.1

Line of Credit - Beginning $4796 Line of Credit - Ending $0

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Interest $541
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $6924
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $6926
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Miscellaneous $869
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Library Supplies $200
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Hart Millett
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Acton Historical Society
ReturnHeader/Filer/BusinessNameControlTxt0ACTO
ReturnHeader/Filer/EIN0042612423
ReturnHeader/Filer/PhoneNum09786218478
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2389
ReturnHeader/Filer/USAddress/CityNm0Acton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001720
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043215625
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Vallas & Arrison PC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Littleton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001460
ReturnHeader/PreparerPersonGrp/PhoneNum09784869855
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0George P Vallas CPA
ReturnHeader/ReturnTs02018-11-07T07:53:43-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings