Civic Intelligence

Milton Historical Society

990 • Fiscal year 2016 • EIN 04-6038657

May 01, 2015 to Apr 30, 2016 • Filed on Sep 06, 2016

Organization ProfileWWW.MILTONHISTORICALSOCIETY.ORG
1370 Canton AvenueMilton, MA 02186

(617) 333-9700

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

54th percentile

4.0%

Faster asset growth than 54% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

47%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$276,096

Up $10,732 (+4.0%) from 2015

Net Assets

Up

$276,096

Up $10,732 (+4.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin66th percentile

Revenue

Up

$27,269

Up $8,711 (+47%) from 2015

Expenses

Up

$24,252

Up $3,610 (+17%) from 2015

Net Income

Up

$3,017

Up $5,101 (+245%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$600K$400K$200K$0Assets 2011: $255,037Liabilities 2011: $0Net Assets 2011: $255,0372011Assets 2012: $258,043Liabilities 2012: $0Net Assets 2012: $258,0432012Assets 2013: $269,591Liabilities 2013: $0Net Assets 2013: $269,5912013Assets 2014: $277,616Liabilities 2014: $0Net Assets 2014: $277,6162014Assets 2015: $265,364Liabilities 2015: $0Net Assets 2015: $265,3642015Assets 2016: $276,096Liabilities 2016: $0Net Assets 2016: $276,0962016Assets 2017: $271,767Liabilities 2017: $0Net Assets 2017: $271,7672017Assets 2018: $296,733Liabilities 2018: $0Net Assets 2018: $296,7332018Assets 2019: $310,797Liabilities 2019: $0Net Assets 2019: $310,7972019Assets 2020: $314,364Liabilities 2020: $0Net Assets 2020: $314,3642020Assets 2021: $371,726Liabilities 2021: $0Net Assets 2021: $371,7262021Assets 2022: $367,932Liabilities 2022: $0Net Assets 2022: $367,9322022Assets 2023: $361,969Liabilities 2023: $0Net Assets 2023: $361,9692023Assets 2024: $391,032Liabilities 2024: $0Net Assets 2024: $391,0322024Assets 2025: $475,019Liabilities 2025: $0Net Assets 2025: $475,0192025

Highlighted filing

2016

Assets$276,096
Liabilities$0
Net Assets$276,096
Open 2016 Filing

Operations Trend

Revenue Growth85th percentile

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

$100K$50K$0-$50KExpenses 2011: $36,0622011Expenses 2012: $40,3952012Revenue 2013: $21,478Expenses 2013: $21,563Net Income 2013: -$852013Revenue 2014: $17,553Expenses 2014: $18,954Net Income 2014: -$1,4012014Revenue 2015: $18,558Expenses 2015: $20,642Net Income 2015: -$2,0842015Revenue 2016: $27,269Expenses 2016: $24,252Net Income 2016: $3,0172016Revenue 2017: $19,325Expenses 2017: $33,025Net Income 2017: -$13,7002017Revenue 2018: $36,884Expenses 2018: $25,806Net Income 2018: $11,0782018Revenue 2019: $24,270Expenses 2019: $22,689Net Income 2019: $1,5812019Revenue 2020: $24,479Expenses 2020: $18,193Net Income 2020: $6,2862020Revenue 2021: $20,742Expenses 2021: $11,933Net Income 2021: $8,8092021Revenue 2022: $22,162Expenses 2022: $11,992Net Income 2022: $10,1702022Revenue 2023: $23,936Expenses 2023: $14,726Net Income 2023: $9,2102023Revenue 2024: $25,234Expenses 2024: $21,727Net Income 2024: $3,5072024Revenue 2025: $93,002Expenses 2025: $29,717Net Income 2025: $63,2852025

Highlighted filing

2016

Revenue$27,269
Expenses$24,252
Net Income$3,017
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Sep 6, 2016
Return Version
2015v2.1
Gross Receipts
$31,691
Mission and Program Overview

Mission

The restoration, renovations, maintenance of historical homes in milton, massachusetts.

Restoration, renovation, maint, historic homes in milton ma

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$265,364$276,096▲ $10,732
Investments in Publicly Traded Securities$144,958$148,407▲ $3,449
Savings and Temporary Cash Investments$120,406$127,689▲ $7,283
Total Assets$265,364$276,096▲ $10,732
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$265,364$276,096▲ $10,732
Total Liabilities and Net Assets / Fund Balance$265,364$276,096▲ $10,732

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$3,699$3,699
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Amy Morgan LinkDirector
Anne ThompsonDirector
Daniel HaackerDirector
Dennis DoyleDirector
Eleanor FusoniDirector
Elizabeth PillaDirector
Ellen PendoleyDirector
Jack ZinkusDirector
Jonathan GreenDirector
Linda PirieDirector
Nadine LearyDirector
Robert SheffieldDirector
STEPHEN O'DONNELLDirector
Sheila McneelyDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$6,543
Program Service Revenue
$11,449
Investment Income
$5,028
Other Revenue
$4,249
All Other Contributions
$6,543
Change in Net Assets
$3,017
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$24,252
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$2,272$2,076-$4,348
Insurance-$1,842-$1,842
Office Expenses$1,548--$1,548
Other Expenses$1,395--$1,395
Fees for Services Accounting-$555-$555
Total Functional Expenses$19,779$4,473$0$24,252
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$7,917
Fundraising Direct Expenses$4,422
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Milton Historical Society
EIN
04-6038657
Phone
6173339700
Address
1370 CANTON AVENUE, MILTON, MA 02186

Signing Officer

Name
STEPHEN O'DONNELL
Title
Director
Phone
6173339700
Signed
2016-09-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
STEPHEN O'DONNELL
Voting Board Members
15
Independent Board Members
15
Employees
0

Preparer

Firm
Dennis & Associates Pc
Address
176 GRANITE STREET, QUINCY, MA 02169-5016
Preparer
David M Dennis CPA
Phone
6174796300
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“N/A”

Form 990, Part IX, Line 24E

“Water 0 1,265 0 furniture & fixtures srh 936 0 0 telephone 717 0 0 scholarships 500 0 0 alarm 0 396 0 computer 0 186 0 office expenses 0 179 0 small gifts and contribut 119 0 0 ma form pc filing fees 0 35 0 annual report 0 15 0”

Form 990, Part XI, Line 9

“Stock appreciation (depreciation) 7,715 total 7,715”

Raw XML Appendix381 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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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06248
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt028011
IRS990ScheduleA/InvestmentIncomeCYPct00.17000
IRS990ScheduleA/InvestmentIncomePYPct00.12000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.83370
IRS990ScheduleA/PublicSupportPY509Pct00.64550
IRS990ScheduleA/PublicSupportTotal509Amt0140407
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030937
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt021866
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt021019
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt019847
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt046738
IRS990ScheduleA/Total509Grp/TotalAmt0140407
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt035965
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt027501
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt025862
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt026104
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt052986
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0168418
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03699
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03699
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WATER 0 1,265 0 FURNITURE & FIXTURES SRH 936 0 0 TELEPHONE 717 0 0 SCHOLARSHIPS 500 0 0 ALARM 0 396 0 COMPUTER 0 186 0 OFFICE EXPENSES 0 179 0 SMALL GIFTS AND CONTRIBUT 119 0 0 MA FORM PC FILING FEES 0 35 0 ANNUAL REPORT 0 15 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STOCK APPRECIATION (DEPRECIATION) 7,715 TOTAL 7,715
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0265364
IRS990/TotalAssetsEOYAmt0276096
IRS990/TotalAssetsGrp/BOYAmt0265364
IRS990/TotalAssetsGrp/EOYAmt0276096
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt06543
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04473
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt019779
IRS990/TotalFunctionalExpensesGrp/TotalAmt024252
IRS990/TotalGrossUBIAmt0754
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0265364
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0276096
IRS990/TotalProgramServiceExpensesAmt019779
IRS990/TotalProgramServiceRevenueAmt011449
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt016477
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt027269
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0754
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0265364
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0276096
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt065 HILLS VIEW ROAD
IRS990/USAddress/AddressLine2Txt065 HILLS VIEW ROAD
IRS990/USAddress/CityNm0MILTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002186
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0WWW.MILTONHISTORICALSOCIETY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN O'DONNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06173339700
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILTON HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0MILT
ReturnHeader/Filer/EIN0046038657
ReturnHeader/Filer/PhoneNum06173339700
ReturnHeader/Filer/USAddress/AddressLine1Txt01370 CANTON AVENUE
ReturnHeader/Filer/USAddress/CityNm0MILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002186
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043300206
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DENNIS & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0176 GRANITE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0QUINCY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021695016
ReturnHeader/PreparerPersonGrp/PhoneNum06174796300
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M DENNIS CPA
ReturnHeader/ReturnTs02016-09-06T09:50:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-05-01
ReturnHeader/TaxPeriodEndDt02016-04-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$276,096
Liabilities
$0
Net assets
$276,096
Revenue
$27,269
Expenses
$24,252
Net income
$3,017
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.93$0.30$0.63
2024Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.25$0.22$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.24$0.15$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.22$0.12$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.21$0.12$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.24$0.18$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.24$0.23$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.37$0.26$0.11
2017Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.19$0.33$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.27$0.24$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.19$0.21$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.18$0.19$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.70$0.00$2.70$0.21$0.22$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.58$0.00$2.58$0.40
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.55$0.00$2.55$0.36
Peer Organizations

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