Civic Intelligence

Mendon Historical Society

990PF • Fiscal year 2022 • EIN 04-3311399

Oct 01, 2021 to Sep 30, 2022 • Filed on Feb 03, 2023

Organization Profile
PO Box 196Mendon, MA 01756

(508) 958-8958

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

76th percentile

25%

Higher net margin than 76% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

53rd percentile

0.5%

Faster asset growth than 53% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

10th percentile

-60%

Faster revenue growth than 10% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$428,720

Up $2,214 (+0.5%) from 2021

Net Assets

$428,720

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin76th percentile

Revenue

Down

$8,684

Down $13,027 (-60%) from 2021

Expenses

Down

$6,470

Down $1,644 (-20%) from 2021

Net Income

Down

$2,214

Down $11,383 (-84%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$600K$400K$200K$0Assets 2017: $139,516Liabilities 2017: $02017Assets 2019: $418,903Liabilities 2019: $02019Assets 2021: $426,506Liabilities 2021: $02021Assets 2022: $428,720Liabilities 2022: $0Net Assets 2022: $428,7202022Assets 2023: $423,076Liabilities 2023: $0Net Assets 2023: $423,0762023Assets 2025: $476,414Liabilities 2025: $0Net Assets 2025: $476,4142025

Highlighted filing

2022

Assets$428,720
Liabilities$0
Net Assets$428,720
Open 2022 Filing

Operations Trend

Revenue Growth10th percentile

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

$30K$20K$10K$0-$10K-$20KRevenue 2017: $5,120Expenses 2017: $9,311Net Income 2017: -$4,1912017Revenue 2019: $5,075Expenses 2019: $18,489Net Income 2019: -$13,4142019Revenue 2021: $21,711Expenses 2021: $8,114Net Income 2021: $13,5972021Revenue 2022: $8,684Expenses 2022: $6,470Net Income 2022: $2,2142022Revenue 2023: $4,271Expenses 2023: $9,915Net Income 2023: -$5,6442023Revenue 2025: $9,437Expenses 2025: $11,897Net Income 2025: -$2,4602025

Highlighted filing

2022

Revenue$8,684
Expenses$6,470
Net Income$2,214
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Feb 3, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE BIBEAULTPresident-$0--
KATHLEEN SCHOFIELDVice President-$0--
RUTH CASSINELLISecretary-$0--
RICHARD SCHOFIELDTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Mendon Historical Society
EIN
04-3311399
Phone
5089588958
Address
PO BOX 196, MENDON, MA 01756

Signing Officer

Name
Richard J Schofield Jr
Title
Treasurer
Phone
5089588958
Signed
2023-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Florek Financial LLC
Address
46 Railroad Avenue Suite 201, Duxbury, MA 02332
Preparer
Kenneth R Polay
Phone
6178389978
Raw XML Appendix214 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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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0https//mendonhistoricalsociety.org/
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0AN HISTORICAL PLAQUE PROGRAM WAS EXECUTED TO PROVIDE A 50/50 COST MATCH TO PLACE SPECIAL PLAQUES ON HISTORIC HOMES IN TOWN OF MENDON
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0A MONTHLY HISTORIC MENON LECTURE SERIES TAKING RESIDENTS THROUGH THE HISTORY OF MENDON FROM ITS FOUNDING TO THE MID-1900S
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LandEtcSchedule2/LandEtcGrp/BookValueAmt059900
LandEtcSchedule2/LandEtcGrp/BookValueAmt19700
LandEtcSchedule2/LandEtcGrp/BookValueAmt2235000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt015 HASTINGS
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt115 HASTINGS - GARAGE AND LAND
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt217 HASTINGS - HOUSE AND LAND
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt059900
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt19700
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt2235000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt059900
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt19700
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt2235000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ELECTRICITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1GAS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3IT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5HISTORIC PLAQUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6PRESERVATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7DISPLAY CASES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8MAINTENACE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0758
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11113
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22499
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31280
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt458
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5-159
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6427
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7350
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8109
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0STATE FILING FEE
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ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD J SCHOFIELD JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05089588958
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MENDON HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0MEND
ReturnHeader/Filer/EIN0043311399
ReturnHeader/Filer/PhoneNum05089588958
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 196
ReturnHeader/Filer/USAddress/CityNm0MENDON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001756
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271251209
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Florek Financial LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt046 Railroad Avenue Suite 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Duxbury
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002332
ReturnHeader/PreparerPersonGrp/PhoneNum06178389978
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kenneth R Polay
ReturnHeader/ReturnTs02023-02-03T09:21:49-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHOFIELD
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$428,720
Liabilities
$0
Net assets
$428,720
Revenue
$8,684
Expenses
$6,470
Net income
$2,214
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.09$0.12$0.02
2023Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.04$0.10$0.06
2022Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.09$0.06$0.02
2021Summary only. Only limited summary data is available for this year.$4.27$0.00$0.22$0.08$0.14
2019Summary only. Only limited summary data is available for this year.$4.19$0.00$0.05$0.18$0.13
2017Summary only. Only limited summary data is available for this year.$1.40$0.00$0.05$0.09$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • <$500k nonprofits