Civic Intelligence

Billerica Historical Society

990EZ • Fiscal year 2018 • EIN 04-2680645

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 15, 2019

Organization ProfileWWW.BILLERICAHISTORICAL.ORG
P O Box 381Billerica, MA 01821

(978) 667-7020

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

73rd percentile

17%

Higher net margin than 73% 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

53rd percentile

3.2%

Faster asset growth than 53% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$104,585

Up $3,259 (+3.2%) from 2017

Net Assets

$104,585

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin73rd percentile

Revenue

Down

$18,886

Down $4,581 (-20%) from 2017

Expenses

Up

$15,627

Up $6,125 (+64%) from 2017

Net Income

Down

$3,259

Down $10,706 (-77%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$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

2018

Assets$104,585
Liabilities$0
Net Assets$104,585
Open 2018 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$18,886
Expenses$15,627
Net Income$3,259
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 15, 2019
Return Version
2017v2.3
Gross Receipts
$20,737
Mission and Program Overview

Mission

Historical Preservation and Education

Program Services

DescriptionGrantsExpenses
HISTORICAL PRESERVATION OF PROPERTIES, PAPERS AND ARTIFACTS OF HISTORICAL INTEREST.-$1,501
POSTING AND UPKEEP OF HISTORICAL MONUMENTS AND MARKERS, PRINTING OF PUBLICATIONS FOR DISTRIBUTION.-$408
PUBLIC EDUCATION AND TOURS REGARDING LOCAL AND REGIONAL HISTORY.-$350
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIA SEMINATOREPresident-$0--
DIANE DOUGLASSecretary-$0--
JOHN BARTLETTTreasurer-$0--
MARY JONESDirector-$0--
ALEC INGRAHAMDirector-$0--
Filing and Contact Details

Filer

Filer Name
Billerica Historical Society
EIN
04-2680645
Phone
9786677020
Address
P O BOX 381, Billerica, MA 01821

Signing Officer

Name
Maria Seminatore President
Title
8919
Phone
9786677020
Signed
2019-08-15
Discuss with paid preparer
Yes

Preparer

Firm
EZ Tax and Accounting Services Inc
Address
759 Boston Rd, Billerica, MA 01821
Preparer
Azmeena M Pathan CPA
Phone
6177445290
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

“GIFT SHOP 239”

Form 990-EZ, Part I, Line 8, Other Revenue

“IN-KIND 100”

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 637”

Form 990-EZ, Part I, Line 16, Other Expenses

“INSURANCE 3,510”

Form 990-EZ, Part I, Line 16, Other Expenses

“Professional membership 155”

Form 990-EZ, Part I, Line 16, Other Expenses

“EQUIPMENT EXPENSE 7,144”

Form 990-EZ, Part I, Line 16, Other Expenses

“FILING FEES 50”

Raw XML Appendix172 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JOHN BARTLETT TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum09786677020
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09 EDGAR ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BILLERICA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001862
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0101326
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0104585
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010675
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03259
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0101326
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0104585
IRS990EZ/FundraisingGrossIncomeAmt05955
IRS990EZ/GrossReceiptsAmt020737
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02738
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01030
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0101326
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0104585
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0101326
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0104585
IRS990EZ/OccupancyRentUtltsAndMaintAmt03723
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARIA SEMINATORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANE DOUGLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN BARTLETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALEC INGRAHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011496
IRS990EZ/OtherRevenueTotalAmt0339
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HISTORICAL PRESERVATION AND EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt0408
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HISTORICAL PRESERVATION OF PROPERTIES, PAPERS AND ARTIFACTS OF HISTORICAL INTEREST.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PUBLIC EDUCATION AND TOURS REGARDING LOCAL AND REGIONAL HISTORY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2POSTING AND UPKEEP OF HISTORICAL MONUMENTS AND MARKERS, PRINTING OF PUBLICATIONS FOR DISTRIBUTION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01501
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1350
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2408
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01851
IRS990EZ/SpecialEventsNetIncomeLossAmt04104
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt015627
IRS990EZ/TotalProgramServiceExpensesAmt02259
IRS990EZ/TotalRevenueAmt018886
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BILLERICAHISTORICAL.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06315
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02998
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04319
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02967
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt021999
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013200
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013200
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02754
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01275
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0243
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt030672
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt091665
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt04867
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt019515
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt05808
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt05594
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt03210
IRS990ScheduleA/OtherIncome170Grp/TotalAmt038994
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.24000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.56930
IRS990ScheduleA/PublicSupportTotal170Amt021999
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05400
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06315
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02998
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04319
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02967
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt021999
IRS990ScheduleA/TotalSupportAmt091665
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GIFT SHOP 239
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IN-KIND 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies 637
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INSURANCE 3,510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROFESSIONAL MEMBERSHIP 155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EQUIPMENT EXPENSE 7,144
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FILING FEES 50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIA SEMINATORE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt08919
ReturnHeader/BusinessOfficerGrp/PhoneNum09786677020
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BILLERICA HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0BILL
ReturnHeader/Filer/EIN0042680645
ReturnHeader/Filer/PhoneNum09786677020
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 381
ReturnHeader/Filer/USAddress/CityNm0Billerica
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001821
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CDC2DDF7F0DADB3365512B6AB8E48994393430D3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CDC2DDF7F0DADB3365512B6AB8E48994393430D3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.49.214.86
ReturnHeader/FilingSecurityInformation/IPDt02019-08-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:25:29
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EZ Tax and Accounting Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0759 Boston Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Billerica
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001821
ReturnHeader/PreparerPersonGrp/PhoneNum06177445290
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Azmeena M Pathan CPA
ReturnHeader/ReturnTs02019-08-15T08:57:20-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$104,585
Liabilities
$0
Net assets
$104,585
Revenue
$18,886
Expenses
$15,627
Net income
$3,259
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