Civic Intelligence

Berkley Historical Society Inc

EIN 04-3290095 • 501(c)3 • Berkley, MA

Berkley, MA
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

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 2017

Asset Growth

99th percentile

1640%

Faster asset growth than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

100th percentile

2321443%

Faster revenue growth than 100% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$164,187

Up $154,749 (+1640%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

$164,187

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin98th percentile

Revenue

Up

$162,508

Up $162,501 (+2321443%) from 2016

Expenses

Up

$5,215

Up $5,154 (+8449%) from 2016

Net Income

Up

$157,293

Up $157,347 (+291383%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth99th percentile

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

$200K$150K$100K$50K$0Assets 2016: $9,438Liabilities 2016: $02016Assets 2017: $164,187Liabilities 2017: $0Net Assets 2017: $164,1872017

Highlighted filing

2017

Assets$164,187
Liabilities$0
Net Assets$164,187
Open 2017 Filing

Operations Trend

Revenue Growth100th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2016: $7Expenses 2016: $61Net Income 2016: -$542016Revenue 2017: $162,508Expenses 2017: $5,215Net Income 2017: $157,2932017

Highlighted filing

2017

Revenue$162,508
Expenses$5,215
Net Income$157,293
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZImport issue. A filing source exists for this year, but detailed import did not complete cleanly.

Open filing
Assets
$164,187
Liabilities
$0
Net assets
$164,187
Revenue
$162,508
Expenses
$5,215
Net income
$157,293
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.64$0.00$1.64$1.63$0.05$1.57
2016Summary only. Only limited summary data is available for this year.$0.09$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jan 19, 2018
Return Version
2016v3.0
Gross Receipts
$162,712
Mission and Program Overview

Mission

Support and maintain the berkley historical society

Program Services

DescriptionGrantsExpenses
N/A--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELINDA DUPONTPresident-$0--
JEANNE RUSSOSecretary-$0--
AUDREY FUCCITreasurer-$0--
DAVID JENNINGSVice President-$0--
JEAN DEANTrustee-$0--
ELWELL PERRYTrustee-$0--
JUNE MOSKALTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Berkley Historical Society Inc
EIN
04-3290095
Phone
5082435127
Address
2 NORTH MAIN STREET, BERKLEY, MA 02779

Signing Officer

Name
Melinda Dupont
Title
President
Phone
5082435127
Signed
2018-01-19
Discuss with paid preparer
Yes

Preparer

Firm
Parent & Bernier Pc
Address
65 MAIN STREET, LAKEVILLE, MA 02347
Preparer
Rhonda Bernier
Phone
5089472455
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“DUES 115.”

Form 990EZ, Part I, Line 16

“OFFICE SUPPLIES 1770.”

Form 990EZ, Part I, Line 16

“Supplies for volunteers 1412.”

Form 990EZ, Part I, Line 20

“Inrealized loss on investments -2545.”

Form 990EZ, Part II, Line 24

“Promotional inventory for resale 3412.”

Raw XML Appendix163 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/PersonNm0AUDREY FUCCI
IRS990EZ/BooksInCareOfDetail/PhoneNum05082435127
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02 NORTH MAIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BERKLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002779
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09439
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0141618
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0161816
IRS990EZ/CostOfGoodsSoldAmt0204
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0157293
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09439
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0164187
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0204
IRS990EZ/GrossReceiptsAmt0162712
IRS990EZ/GrossSalesOfInventoryAmt0408
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt018
IRS990EZ/LandAndBuildingsGrp/EOYAmt019157
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0470
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09439
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0164187
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09439
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0164187
IRS990EZ/OccupancyRentUtltsAndMaintAmt01918
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELINDA DUPONT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEANNE RUSSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AUDREY FUCCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID JENNINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEAN DEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ELWELL PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JUNE MOSKAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03412
IRS990EZ/OtherChangesInNetAssetsAmt0-2545
IRS990EZ/OtherExpensesTotalAmt03297
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT AND MAINTAIN THE BERKLEY HISTORICAL SOCIETY
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0N/A
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05215
IRS990EZ/TotalRevenueAmt0162508
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0162286
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0210
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0135
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0162631
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt0162631
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0162286
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0210
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0135
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0162631
IRS990ScheduleA/TotalSupportAmt0162631
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DUES 115.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICE SUPPLIES 1770.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPLIES FOR VOLUNTEERS 1412.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INREALIZED LOSS ON INVESTMENTS -2545.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROMOTIONAL INVENTORY FOR RESALE 3412.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELINDA DUPONT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05082435127
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERKLEY HISTORICAL SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0043290095
ReturnHeader/Filer/PhoneNum05082435127
ReturnHeader/Filer/USAddress/AddressLine1Txt02 NORTH MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0BERKLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002779
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08D3121AAA160ECE667EE76F67067462C1D2D83EE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08D3121AAA160ECE667EE76F67067462C1D2D83EE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0100.17.13.233
ReturnHeader/FilingSecurityInformation/IPDt02018-04-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm005:22:34
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PARENT & BERNIER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt065 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002347
ReturnHeader/PreparerPersonGrp/PhoneNum05089472455
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RHONDA BERNIER
ReturnHeader/ReturnTs02018-04-02T05:22:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

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