Civic Intelligence

Chatham Historical Society Inc

EIN 04-6045540 • 501(c)3 • Chatham, MA

Profile

The mission of the chatham historical society is to inform and educate, present and future generations, about the history and culture of chatham and vicinity by collecting and preserving records of earlier generations and by exhibiting and interpreting art, artifacts, archives and places of historical interest.

PO Box 709Chatham, MA 02633

www.chathamhistoricalsociety.org

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.01x

Higher debt load relative to revenue than 16% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

81st percentile

31%

Higher net margin than 81% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

31st percentile

$79,000

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

64th percentile

9.1%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

24%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$5,267,442

Up $440,231 (+9.1%) from 2023

Liabilities

Up

$5,737

Up $294 (+5.4%) from 2023

Net Assets

Up

$5,261,705

Up $439,937 (+9.1%) from 2023

Operations
Liabilities / Revenue16th percentileNet Margin81st percentile

Revenue

Up

$635,823

Up $124,745 (+24%) from 2023

Expenses

Down

$439,265

Down $6,115 (-1.4%) from 2023

Net Income

Up

$196,558

Up $130,860 (+199%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,190,388Liabilities 2011: $6,683Net Assets 2011: $3,183,7052011Assets 2012: $3,289,826Liabilities 2012: $6,893Net Assets 2012: $3,282,9332012Assets 2013: $3,486,134Liabilities 2013: $4,616Net Assets 2013: $3,481,5182013Assets 2014: $3,486,872Liabilities 2014: $2,565Net Assets 2014: $3,484,3072014Assets 2015: $3,404,436Liabilities 2015: $3,450Net Assets 2015: $3,400,9862015Assets 2016: $3,451,112Liabilities 2016: $1,337Net Assets 2016: $3,449,7752016Assets 2017: $3,650,504Liabilities 2017: $4,661Net Assets 2017: $3,645,8432017Assets 2018: $3,501,670Liabilities 2018: $1,139Net Assets 2018: $3,500,5312018Assets 2019: $3,809,912Liabilities 2019: $3,987Net Assets 2019: $3,805,9252019Assets 2020: $4,065,000Liabilities 2020: $3,430Net Assets 2020: $4,061,5702020Assets 2021: $4,520,232Liabilities 2021: $4,688Net Assets 2021: $4,515,5442021Assets 2022: $4,433,841Liabilities 2022: $4,968Net Assets 2022: $4,428,8732022Assets 2023: $4,827,211Liabilities 2023: $5,443Net Assets 2023: $4,821,7682023Assets 2024: $5,267,442Liabilities 2024: $5,737Net Assets 2024: $5,261,7052024

Highlighted filing

2024

Assets$5,267,442
Liabilities$5,737
Net Assets$5,261,705
Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $263,3952011Expenses 2012: $242,0092012Revenue 2013: $272,870Expenses 2013: $264,228Net Income 2013: $8,6422013Revenue 2014: $246,034Expenses 2014: $264,861Net Income 2014: -$18,8272014Revenue 2015: $200,920Expenses 2015: $225,806Net Income 2015: -$24,8862015Revenue 2016: $274,530Expenses 2016: $256,290Net Income 2016: $18,2402016Revenue 2017: $297,309Expenses 2017: $271,399Net Income 2017: $25,9102017Revenue 2018: $333,898Expenses 2018: $288,670Net Income 2018: $45,2282018Revenue 2019: $324,509Expenses 2019: $327,944Net Income 2019: -$3,4352019Revenue 2020: $398,080Expenses 2020: $317,476Net Income 2020: $80,6042020Revenue 2021: $638,240Expenses 2021: $314,699Net Income 2021: $323,5412021Revenue 2022: $669,610Expenses 2022: $375,755Net Income 2022: $293,8552022Revenue 2023: $511,078Expenses 2023: $445,380Net Income 2023: $65,6982023Revenue 2024: $635,823Expenses 2024: $439,265Net Income 2024: $196,5582024

Highlighted filing

2024

Revenue$635,823
Expenses$439,265
Net Income$196,558
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,267,442
Liabilities
$5,737
Net assets
$5,261,705
Revenue
$635,823
Expenses
$439,265
Net income
$196,558
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.27$0.01$5.26$0.64$0.44$0.20
2023Detailed filing. Detailed filing data is available for this year.$4.83$0.01$4.82$0.51$0.45$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.43$0.00$4.43$0.67$0.38$0.29
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.52$0.00$4.52$0.64$0.31$0.32
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.07$0.00$4.06$0.40$0.32$0.08
2019Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.32$0.33$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.00$3.50$0.33$0.29$0.05
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$0.00$3.65$0.30$0.27$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.27$0.26$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.00$3.40$0.20$0.23$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.48$0.25$0.26$0.02
2013Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.48$0.27$0.26$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.29$0.01$3.28$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$0.01$3.18$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 16, 2025
Return Version
2024v5.0
Gross Receipts
$854,534
Mission and Program Overview

Mission

The mission of the chatham historical society is to inform and educate present and future generations about the history and culture of chatham and vicinity by collecting and preserving records of earlier generations and by exhibiting and interpreting art, artifacts, archives and places of historical interest.

The mission of the chatham historical society is to inform and educate, present and future generations, about the history and culture of chatham and vicinity by collecting and preserving records of earlier generations and by exhibiting and interpreting art, artifacts, archives and places of historical interest.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,556,171$4,012,035▲ $455,864
Land, Buildings, and Equipment, Net$844,818$845,698▲ $880
Savings and Temporary Cash Investments$265,845$270,578▲ $4,733
Cash and Non-Interest-Bearing Accounts$92,178$94,624▲ $2,446
Pledges and Grants Receivable$25,666$20,000▼ $5,666
Inventories for Sale or Use$5,352$5,352→ $0
Prepaid Expenses and Deferred Charges-$113-
Total Assets$4,827,211$5,267,442▲ $440,231
Other Assets Total$37,181$19,042▼ $18,139
Liabilities
Accounts Payable and Accrued Expenses$5,443$5,737▲ $294
Total Liabilities$5,443$5,737▲ $294
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,626,067$5,064,763▲ $438,696
Net Assets With Donor Restrictions$195,701$196,942▲ $1,241
Total Net Assets Fund Balance$4,821,768$5,261,705▲ $439,937
Total Liabilities and Net Assets / Fund Balance$4,827,211$5,267,442▲ $440,231

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$809,076$1,106,938$1,916,014
Equipment$12,722$165,176$177,898
Land$23,900-$23,900
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin WrightExecutive DiFT$76,630$2,370$79,000

Board Members and Trustees

NameTitle
Michael WoehlerPresident
Baysie WightmanDirector
Bonnie RosenthallDirector
Carolyn LevyDirector
Dawn BoyntonDirector
Donna KaufmannDirector
Jacques LongerstaeyDirector
Julie FleischmannDirector
Mariah KellyDirector
Nick HarrisDirector
Steve NickersonDirector
Winnie LearDirector
Margaret MartinRecording Se
Stuart GreenSecretary
Linda CebulaTreasurer
Craig VokeyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$193,005
Program Service Revenue
$26,903
Investment Income
$225,425
Other Revenue
$190,490
All Other Contributions
$50,188
Change in Net Assets
$196,558

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table67$30,464Cost If Purchased
Total Noncash Contributions67$30,464-

Audited Revenue Reconciliation

Revenue per Audited Statements
$634,487
Revenue Not Reported on Financial Statements
$1,336
Revenue Not Reported on Form 990
$244,715
Total Revenue per Audited Statements
$879,202
Total Revenue per Form 990
$635,823
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$228,158
Other Expenses$211,107
Total Fundraising Expense$45,117
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$122,967$40,427$36,228$199,622
Depreciation Depletion$60,450$2,241-$62,691
Occupancy$32,457--$32,457
Insurance$23,199$1,570$53$24,822
Payroll Taxes$10,627$3,771$2,742$17,140
All Other Expenses$4,202$5,905$1,995$12,102
Other Employee Benefits$11,396--$11,396
Fees for Services Accounting-$11,100-$11,100
Advertising$6,605--$6,605
Other Expenses$4,245$3,006$4,099$4,245
Total Functional Expenses$326,128$68,020$45,117$439,265

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$439,265
Total Expenses per Audited Statements$439,265
Total Expenses per Form 990$439,265
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$207,497
Fundraising Direct Expenses$42,093
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Summer Fundrais$120,159$120,159$38,240$81,919
Annual Appeal$47,570$47,570$1,095$46,475
Total Events$205,861$205,861$40,648$165,213
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
Yes
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“The trustees and officers are elected by the members at the annual meeting.”

Form 990, Page 6, Part VI, Line 7B

“The decisions that are subject to approval by the members are the election of the trustees and officers, approval of minutes of annual meeting, approval of treasurer's report, as subject to external review/audit and amend by laws by 2/3 vote at annual meeting.”

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

“The audit committee reviews the draft report, and provides a recommendation to the trustees. Completed draft is sent via email to all trustees. Questions and clarifications are answered and any changes necessary are made to the document. Board treasurer is the person responsible for this process.”

Form 990, Page 6, Part VI, Line 12C

“Trustees must annually complete a letter describing any conflicts as appropriate. The society's conflict of interest policy provides for review and disposition of potential conflicts.”

Form 990, Page 6, Part VI, Line 15A

“The society participated in a formal salary survery done by nema (new england museum association). The report was released in november 2011. For determining the executive director's compensation the society chose a mid point salary appropriate for their size museum.”

Form 990, Page 6, Part VI, Line 19

“All documents are available at the society office upon request.”

Filing and Contact Details

Filer

Filer Name
Chatham Historical Society Inc
EIN
04-6045540
Phone
5089452493
Address
PO BOX 709, CHATHAM, MA 02633

Signing Officer

Name
Linda Cebula
Title
Treasurer
Phone
5089452493
Signed
2025-05-16

Organization Details

Principal Officer
Linda Cebula
Formed
1926
Legal Domicile
Ma
Voting Board Members
16
Independent Board Members
16
Employees
7
Volunteers
50

Preparer

Firm
Sanders Walsh & Eaton Cpas LLC
Address
PO BOX 1427, W CHATHAM, MA 02669
Preparer
Joseph F Mcgee CPA
Phone
5089450031
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The mission of the chatham historical society is to inform and educate, present and future generations, about the history and culture of chatham and vicinity by collecting and preserving records of earlier generations and by exhibiting and interpreting art, artifacts, archives and places of historical interest.”

Financial Statement Notes

Schedule D, Page 2, Part III, Line 4

“The society's collections which are decorative arts, pictures and furniture, are held for exhibition and educational, research and curatorial purposes.”

Raw XML AppendixShowing 400 of 537 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
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IRS990/ActivityOrMissionDesc0THE MISSION OF THE CHATHAM HISTORICAL SOCIETY IS TO INFORM AND EDUCATE, PRESENT AND FUTURE GENERATIONS, ABOUT THE HISTORY AND CULTURE OF CHATHAM AND VICINITY BY COLLECTING AND PRESERVING RECORDS OF EARLIER GENERATIONS AND BY EXHIBITING AND INTERPRETING ART, ARTIFACTS, ARCHIVES AND PLACES OF HISTORICAL INTEREST.
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IRS990/Desc0THE ORGANIZATION OPERATES A MUSEUM WHICH PRESENTS VARIOUS PERSPECTIVES OF THE TOWN'S HISTORY AS WELL AS HISTORICAL ARTIFACTS. OVER 4,200 VISITORS TOURED THE MUSEUM IN 2024.
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