Civic Intelligence

Rowe Historical Society Inc

EIN 04-6049565 • Rowe, MA

282 Zoar Rd PO Box 455Rowe, MA 01367
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

22nd percentile

-27%

Higher net margin than 22% of similar nonprofits.

<$500k nonprofits • Source year 2025

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.

<$500k nonprofits • Source year 2025

Asset Growth

58th percentile

0.4%

Faster asset growth than 58% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

85th percentile

60%

Faster revenue growth than 85% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$473,933

Up $2,121 (+0.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$473,933

Up $2,121 (+0.4%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin22nd percentile

Revenue

Up

$30,345

Up $11,378 (+60%) from 2024

Expenses

Up

$38,602

Up $3,693 (+11%) from 2024

Net Income

Up

-$8,257

Up $7,685 (+48%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$800K$600K$400K$200K$0Assets 2012: $611,077Liabilities 2012: $660Net Assets 2012: $610,4172012Assets 2013: $600,137Liabilities 2013: $2,035Net Assets 2013: $598,1022013Assets 2014: $607,182Liabilities 2014: $2,035Net Assets 2014: $605,1472014Assets 2015: $573,023Liabilities 2015: $2,035Net Assets 2015: $570,9882015Assets 2016: $564,897Liabilities 2016: $0Net Assets 2016: $564,8972016Assets 2017: $555,814Liabilities 2017: $0Net Assets 2017: $555,8142017Assets 2018: $537,502Liabilities 2018: $0Net Assets 2018: $537,5022018Assets 2019: $541,006Liabilities 2019: $0Net Assets 2019: $541,0062019Assets 2020: $531,648Liabilities 2020: $0Net Assets 2020: $531,6482020Assets 2021: $556,365Liabilities 2021: $0Net Assets 2021: $556,3652021Assets 2022: $496,052Liabilities 2022: $0Net Assets 2022: $496,0522022Assets 2023: $480,445Liabilities 2023: $0Net Assets 2023: $480,4452023Assets 2024: $471,812Liabilities 2024: $0Net Assets 2024: $471,8122024Assets 2025: $473,933Liabilities 2025: $0Net Assets 2025: $473,9332025

Highlighted filing

2025

Assets$473,933
Liabilities$0
Net Assets$473,933
Open 2025 Filing

Operations Trend

Revenue Growth85th percentile

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

$60K$40K$20K$0-$20K-$40KExpenses 2012: $54,3532012Revenue 2013: $25,217Expenses 2013: $49,775Net Income 2013: -$24,5582013Revenue 2014: $32,237Expenses 2014: $44,626Net Income 2014: -$12,3892014Revenue 2015: $25,084Expenses 2015: $48,736Net Income 2015: -$23,6522015Revenue 2016: $26,438Expenses 2016: $43,253Net Income 2016: -$16,8152016Revenue 2017: $20,749Expenses 2017: $33,857Net Income 2017: -$13,1082017Revenue 2018: $19,302Expenses 2018: $34,810Net Income 2018: -$15,5082018Revenue 2019: $31,316Expenses 2019: $36,882Net Income 2019: -$5,5662019Revenue 2020: $18,388Expenses 2020: $36,078Net Income 2020: -$17,6902020Revenue 2021: $21,573Expenses 2021: $30,168Net Income 2021: -$8,5952021Revenue 2022: $26,476Expenses 2022: $34,559Net Income 2022: -$8,0832022Revenue 2023: $32,814Expenses 2023: $34,938Net Income 2023: -$2,1242023Revenue 2024: $18,967Expenses 2024: $34,909Net Income 2024: -$15,9422024Revenue 2025: $30,345Expenses 2025: $38,602Net Income 2025: -$8,2572025

Highlighted filing

2025

Revenue$30,345
Expenses$38,602
Net Income-$8,257
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$473,933
Liabilities
$0
Net assets
$473,933
Revenue
$30,345
Expenses
$38,602
Net income
-$8,257
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.30$0.39$0.08
2024Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.19$0.35$0.16
2023Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.33$0.35$0.02
2022Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.26$0.35$0.08
2021Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.22$0.30$0.09
2020Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.18$0.36$0.18
2019Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.31$0.37$0.06
2018Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.19$0.35$0.16
2017Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.21$0.34$0.13
2016Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.26$0.43$0.17
2015Detailed filing. Detailed filing data is available for this year.$5.73$0.02$5.71$0.25$0.49$0.24
2014Detailed filing. Detailed filing data is available for this year.$6.07$0.02$6.05$0.32$0.45$0.12
2013Detailed filing. Detailed filing data is available for this year.$6.00$0.02$5.98$0.25$0.50$0.25
2012Detailed filing. Detailed filing data is available for this year.$6.11$0.01$6.10$0.54
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 22, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katherine MayDirector-$0--
Ellen B MillerTreasurer-$0--
Kerri McLatchyVice President-$0--
Wayne ZavotkaPresident-$0--
Walter QuistDirector-$0--
Dana WilliamsDirector-$0--
Janet CowieDirector-$0--
Joanne SemanieDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rowe Historical Society Inc
EIN
04-6049565
Phone
4133394238
Address
282 Zoar Rd PO Box 455, Rowe, MA 01367

Signing Officer

Name
Ellen B Miller
Title
Treasurer
Phone
4133394238
Signed
2025-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Kari Leeper CPA LLC
Address
117 Main St, Greenfield, MA 01301
Preparer
Kari Leeper CPA
Phone
4138349048
Raw XML AppendixShowing 400 of 440 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Katherine May
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Ellen B Miller
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Kerri McLatchy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Wayne Zavotka
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Walter Quist
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Dana Williams
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Janet Cowie
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Joanne Semanie
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1160 Hazelton Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt220 Newell Cross Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3505 Tunnel Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt44 Ford Hill Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5144 Goose Pond Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6487 Tunnel Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt759 Middletown Rd
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Rowe
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Membership in Rowe Historical Museum encourages interest
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1in the museum.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3Income derived from endowment fund investments is included
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt4in computation of excise persuant to IRC Sec 4940. This income
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt5and related gains/losses from investments provides the
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt6majority of support for the museum which
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt7is the charitable purpose of the organization.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt8Sale of publications, history books represents interest
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt9in the museum history, display and activity.
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Ellen Miller
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0282 Zoar Rd
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Rowe
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001367
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04137753109
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Operate and maintain a museum open to the public
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt026488
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0n/a
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0NA No Contribution gifts grant prog
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04133394309
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0Foundation operates a museum
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Rowe
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001367
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IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt00
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LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt226992
LandEtcSchedule2/LandEtcGrp/BookValueAmt04554
LandEtcSchedule2/LandEtcGrp/BookValueAmt1118772
LandEtcSchedule2/LandEtcGrp/BookValueAmt20
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Land
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Museum Land and Building
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2Furniture &Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt04554
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1397325
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt226992
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Decrease in FMV Money Market Account
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Event Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Utilities
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Repairs & Maintenance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Dues and Subs
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Office Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Security
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8IT Software/Hardware
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9Advertising
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10MCC Expenditures
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01085
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt112758
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21362
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt37097
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4288
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5149
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt7756
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt8235
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt101912
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01085
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt112758
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21362
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt37097
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4288
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5149
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt663
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7756
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8235
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt9783
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt101912
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Membership Dues

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