Civic Intelligence

Milton Historical Society

990EZ • Fiscal year 2024 • EIN 04-6038657

May 01, 2023 to Apr 30, 2024 • Filed on Oct 30, 2024

1370 Canton AvenueMilton, MA 02186

(617) 429-0862

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

67th percentile

14%

Higher net margin than 67% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

61st percentile

8.0%

Faster asset growth than 61% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

5.4%

Faster revenue growth than 53% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$391,032

Up $29,063 (+8.0%) from 2023

Net Assets

Up

$391,032

Up $29,063 (+8.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$25,234

Up $1,298 (+5.4%) from 2023

Expenses

Up

$21,727

Up $7,001 (+48%) from 2023

Net Income

Down

$3,507

Down $5,703 (-62%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$391,032
Liabilities$0
Net Assets$391,032

Operations Trend

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

2024

Revenue$25,234
Expenses$21,727
Net Income$3,507
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Oct 30, 2024
Return Version
2023v5.1
Gross Receipts
$25,234
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
THERESTORATION OF THE SUFFOLK RESOLVES HOUSE, MILTON MA. THE PRESERVATION OF THE ARTIFACTS, BUILDSING AND GROUNDS.$0$16,497
PUBLIC EDUCATION AND SCHOOL PRORAMS$0$1,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANN R STRAUSBERGCurator/Caretaker-$0--
DENNIS M DOYALDirector-$0--
DANIEL D HAACKERDirector-$0--
PALMA L CORTESEDirector-$0--
GWEN M LABBEDirector-$0--
JOHN P ZINKUSDirector-$0--
MARIE O'MALLEYDirector-$0--
STEPHEN V O'DONNELLPresident / Treasurer-$0--
JAMES P COYLESecretary / Clerk-$0--
WILLIAM MULLENAssistant Treasuer-$0--
Filing and Contact Details

Filer

Filer Name
Milton Historical Society
EIN
04-6038657
Phone
6174290862
Address
1370 CANTON AVENUE, MILTON, MA 02186

Signing Officer

Name
STEPHEN O'DONNELL
Title
President & Treasurer
Phone
6173330566
Signed
2024-10-30
Discuss with paid preparer
Yes

Preparer

Firm
James M Gambon CPA Pc
Address
175 DERBY STREET UNIT 20, HINGHAM, MA 02043
Preparer
James M Gambon CPA
Phone
7817850516
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 1,478. Description: dividends. Amount: 5,261. Description: other. Amount: 345. Total to form 990-ez, line 8: 7,084.

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

Description: telephone. Amount: 857. Description: printing & postage. Amount: 1,239. Description: computer. Amount: 312. Description: accounting/filing/dues/sdbox. Amount: 973. Description: collection/conservation. Amount: 222. Description: scholarship. Amount: 1,000. Description: other. Amount: 40. Description: program expense other. Amount: 587. Total to form 990-ez, line 16: 5,230.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized loss from securities investment for the year ended april 30, 2024. Amount: 25,556.

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

Description: investments. Beg. Of year amount: 241,447. End of year amount: 267,003.

Raw XML Appendix196 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/PersonNm0DIANN R STRAUSBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DENNIS M DOYAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANIEL D HAACKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PALMA L CORTESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GWEN M LABBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOHN P ZINKUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARIE O'MALLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STEPHEN V O'DONNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JAMES P COYLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9WILLIAM MULLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CURATOR/CARETAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT / TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SECRETARY / CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9ASSISTANT TREASUER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherExpensesTotalAmt05230
IRS990EZ/OtherRevenueTotalAmt07084
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE RESTORATION, RENOVATIONS, MAINTENANCE OF HISTORICAL HOMES IN MILTON, MASSACHUSETTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THERESTORATION OF THE SUFFOLK RESOLVES HOUSE, MILTON MA. THE PRESERVATION OF THE ARTIFACTS, BUILDSING AND GROUNDS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11000
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IRS990EZ/WebsiteAddressTxt0WWW.MILTONHISTORICALSOCIETY.ORG
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1,478. DESCRIPTION: DIVIDENDS. AMOUNT: 5,261. DESCRIPTION: OTHER. AMOUNT: 345. TOTAL TO FORM 990-EZ, LINE 8: 7,084.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: TELEPHONE. AMOUNT: 857. DESCRIPTION: PRINTING & POSTAGE. AMOUNT: 1,239. DESCRIPTION: COMPUTER. AMOUNT: 312. DESCRIPTION: ACCOUNTING/FILING/DUES/SDBOX. AMOUNT: 973. DESCRIPTION: COLLECTION/CONSERVATION. AMOUNT: 222. DESCRIPTION: SCHOLARSHIP. AMOUNT: 1,000. DESCRIPTION: OTHER. AMOUNT: 40. DESCRIPTION: PROGRAM EXPENSE OTHER. AMOUNT: 587. TOTAL TO FORM 990-EZ, LINE 16: 5,230.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED LOSS FROM SECURITIES INVESTMENT FOR THE YEAR ENDED APRIL 30, 2024. AMOUNT: 25,556.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 241,447. END OF YEAR AMOUNT: 267,003.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN O'DONNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06173330566
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILTON HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0MILT
ReturnHeader/Filer/EIN0046038657
ReturnHeader/Filer/PhoneNum06174290862
ReturnHeader/Filer/USAddress/AddressLine1Txt01370 CANTON AVENUE
ReturnHeader/Filer/USAddress/CityNm0MILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002186
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872221102
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES M GAMBON CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0175 DERBY STREET UNIT 20
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002043
ReturnHeader/PreparerPersonGrp/PhoneNum07817850516
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES M GAMBON CPA
ReturnHeader/ReturnTs02024-10-30T13:11:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-05-01
ReturnHeader/TaxPeriodEndDt02024-04-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • <$500k nonprofits