Civic Intelligence

The Monterey Historical Society Inc

EIN 04-3050885 • 501(c)3 • Monterey, MA

Profile

Historical preservation

PO Box 381Monterey, MA 01245

n/A

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

96th percentile

84%

Higher net margin than 96% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$28,107

Up $8,452 (+43%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$28,107

Up $8,452 (+43%) from 2018

Operations
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Up

$7,344

Up $7,093 (+2826%) from 2018

Expenses

Up

$1,143

Up $371 (+48%) from 2018

Net Income

Up

$6,201

Up $6,722 (+1290%) from 2018

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2015: $21,364Liabilities 2015: $0Net Assets 2015: $21,3642015Assets 2016: $20,488Liabilities 2016: $0Net Assets 2016: $20,4882016Assets 2017: $20,176Liabilities 2017: $0Net Assets 2017: $20,1762017Assets 2018: $19,655Liabilities 2018: $0Net Assets 2018: $19,6552018Assets 2024: $28,107Net Assets 2024: $28,1072024

Highlighted filing

2024

Assets$28,107
Liabilities-
Net Assets$28,107
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10K$5.0K$0-$5.0KRevenue 2015: $0Expenses 2015: $755Net Income 2015: -$7552015Revenue 2016: $207Expenses 2016: $700Net Income 2016: -$4932016Revenue 2017: $348Expenses 2017: $660Net Income 2017: -$3122017Revenue 2018: $251Expenses 2018: $772Net Income 2018: -$5212018Revenue 2024: $7,344Expenses 2024: $1,143Net Income 2024: $6,2012024

Highlighted filing

2024

Revenue$7,344
Expenses$1,143
Net Income$6,201
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$28,107
Liabilities
-
Net assets
$28,107
Revenue
$7,344
Expenses
$1,143
Net income
$6,201
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.1$28.1$7.34$1.14$6.20
2018Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$0.25$0.77$0.52
2017Detailed filing. Detailed filing data is available for this year.$20.2$0.00$20.2$0.35$0.66$0.31
2016Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$0.21$0.70$0.49
2015Detailed filing. Detailed filing data is available for this year.$21.4$0.00$21.4$0.00$0.76$0.76
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 28, 2025
Return Version
2024v5.1
Gross Receipts
$7,344
Mission and Program Overview

Mission

Historical preservation

Program Services

DescriptionGrantsExpenses
Activities were undertaken to protect and improve access to a collection of documents, items, and property relevant to the history of the Town of Monterey, Massachusetts.-$1,143
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert HoogsPresident-$0--
Cynthia T HoogsTreasurer And Secretary-$0--
Barbara SwannTrustee-$0--
Wendy GermainTrustee-$0--
Paula Moats McNayTrustee-$0--
Robert J RauschTrustee-$0--
Lauren BehrmanTrustee-$0--
Morton SalomonTrustee-$0--
Laura LitwinTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Monterey Historical Society Inc
EIN
04-3050885
Phone
4135280817
Address
PO Box 381, Monterey, MA 01245

Signing Officer

Name
Robert E Hoogs
Title
President
Phone
4135280817
Signed
2025-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Stephen J Giroux
Address
515 Housatonic St PO Box 41, Lenox Dale, MA 01242
Preparer
Stephen J Giroux
Phone
4136371729
Supplemental Narrative

Additional Explanations

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

“Insurance 485”

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

“Commonwealth of Massachusetts filing fees 124”

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

“Zoom fee 159”

Form 990-EZ, Part II, Line 24, Other Assets

“Restricted assets - Mills Interpretive Trails Beginning of year 2,500, End of year 2,500”

Form 990-EZ, Part II, Line 24, Other Assets

“Restricted assets - Monterey Meeting House Fund Beginning of year 0, End of year 5,500”

Raw XML Appendix195 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer and Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Historical preservation
IRS990EZ/PrintingPublicationsPostageAmt075
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Activities were undertaken to protect and improve access to a collection of documents, items, and property relevant to the history of the Town of Monterey, Massachusetts.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01143
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0729
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IRS990ScheduleA/InvestmentIncomeCYPct00.09860
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt013678
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
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Zoom fee 159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Restricted assets - Mills Interpretive Trails Beginning of year 2,500, End of year 2,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Restricted assets - Monterey Meeting House Fund Beginning of year 0, End of year 5,500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT E HOOGS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04135280817
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MONTEREY HISTORICAL SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0043050885
ReturnHeader/Filer/PhoneNum04135280817
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 381
ReturnHeader/Filer/USAddress/CityNm0Monterey
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001245
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0027405381
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stephen J Giroux
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0515 Housatonic St PO Box 41
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lenox Dale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001242
ReturnHeader/PreparerPersonGrp/PhoneNum04136371729
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen J Giroux
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-07T01:15:06-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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