Civic Intelligence

Billerica Historical Society

EIN 04-2680645 • 501(c)3 • Billerica, MA

Profile

Historical preservation and education

PO Box 381Billerica, MA 01821

www.billericahistorical.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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

97th percentile

94%

Higher net margin than 97% of similar nonprofits.

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

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 2024

Asset Growth

90th percentile

80%

Faster asset growth than 90% of similar nonprofits.

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

Revenue Growth

22nd percentile

-40%

Faster revenue growth than 22% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$302,887

Up $134,539 (+80%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$302,887

Up $134,539 (+80%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin97th percentile

Revenue

Down

$114,253

Down $75,499 (-40%) from 2023

Expenses

Down

$6,816

Down $319,889 (-98%) from 2023

Net Income

Up

$107,437

Up $244,390 (+178%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

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

$400K$300K$200K$100K$0Assets 2017: $101,326Liabilities 2017: $02017Assets 2018: $104,585Liabilities 2018: $0Net Assets 2018: $104,5852018Assets 2019: $130,395Liabilities 2019: $02019Assets 2020: $197,857Liabilities 2020: $0Net Assets 2020: $197,8572020Assets 2021: $174,440Liabilities 2021: $0Net Assets 2021: $174,4402021Assets 2022: $277,454Liabilities 2022: $0Net Assets 2022: $277,4542022Assets 2023: $168,348Liabilities 2023: $0Net Assets 2023: $168,3482023Assets 2024: $302,887Net Assets 2024: $302,8872024

Highlighted filing

2024

Assets$302,887
Liabilities-
Net Assets$302,887
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

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

$400K$200K$0-$200KRevenue 2017: $23,467Expenses 2017: $9,502Net Income 2017: $13,9652017Revenue 2018: $18,886Expenses 2018: $15,627Net Income 2018: $3,2592018Revenue 2019: $10,887Expenses 2019: $6,816Net Income 2019: $4,0712019Revenue 2020: $74,107Expenses 2020: $6,645Net Income 2020: $67,4622020Revenue 2021: $42,797Expenses 2021: $66,214Net Income 2021: -$23,4172021Revenue 2022: $135,622Expenses 2022: $22,240Net Income 2022: $113,3822022Revenue 2023: $189,752Expenses 2023: $326,705Net Income 2023: -$136,9532023Revenue 2024: $114,253Expenses 2024: $6,816Net Income 2024: $107,4372024

Highlighted filing

2024

Revenue$114,253
Expenses$6,816
Net Income$107,437
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$302,887
Liabilities
-
Net assets
$302,887
Revenue
$114,253
Expenses
$6,816
Net income
$107,437
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.03$3.03$1.14$0.07$1.07
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$1.90$3.27$1.37
2022Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$1.36$0.22$1.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.00$1.74$0.43$0.66$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$0.74$0.07$0.67
2019Summary only. Only limited summary data is available for this year.$1.30$0.00$0.11$0.07$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.19$0.16$0.03
2017Summary only. Only limited summary data is available for this year.$1.01$0.00$0.23$0.10$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jan 22, 2025
Return Version
2023v6.0
Gross Receipts
$114,253
Mission and Program Overview

Mission

Historical Preservation and Education

Program Services

DescriptionGrantsExpenses
Posting and Upkeep of Historical Monuments and Markers, Printing of Publications for Distribution$0$275
Public Education and Tours Regarding Local and Regional History$0$132
Historical Preservation of Properties, Papers, and Artifacts of Historical Interest$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John BartlettPresident-$0--
Cathy BurnsSecretary-$0--
Richard ManleyTreasurer-$0--
Richard HawesVice President-$0--
Mary JonesDirector-$0--
Alec IngrahamDirector-$0--
Richard KunickiDirector-$0--
Michele DeparasisDirector-$0--
Filing and Contact Details

Filer

Filer Name
Billerica Historical Society
EIN
04-2680645
Phone
9786677020
Address
PO Box 381, Billerica, MA 01821

Signing Officer

Name
Richard Manley
Title
Treasurer
Phone
9786677020
Signed
2025-01-22
Discuss with paid preparer
Yes

Preparer

Firm
Fitzpatrick & Goguen CPAs PC
Address
164 Concord Rd, Billerica, MA 01821
Preparer
Thomas L Fitzpatrick IV EA CPA
Phone
9786674595
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Insurance 2066.”

Form 990EZ, Part I, Line 16

“Office Supplies 274.”

Form 990EZ, Part I, Line 20

“Unrealised Gain on Investments Carried at Market Value 27102.”

Raw XML Appendix193 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/EIN0042680645
ReturnHeader/Filer/PhoneNum09786677020
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ReturnHeader/PreparerPersonGrp/PhoneNum09786674595
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas L Fitzpatrick IV EA CPA
ReturnHeader/ReturnTs02025-02-11T13:05:19-08:00
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ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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