Civic Intelligence

Sherborn Historical Society

EIN 04-6059666 • 501(c)3 • Sherborn, MA

Pub. 78 Eligible990-N Coverage

Profile

The purpose of the Society is to collect, display, store, and preserve artifacts, information, and documents concerning our local history and to use our resources to provide educational services to our community and the public at large.

19 Washington StreetSherborn, MA 01770

www.sherbornhistory.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

98th percentile

408%

Faster asset growth than 98% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

99th percentile

1326%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$577,827

Up $463,998 (+408%) from 2024

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$577,827

Up $463,998 (+408%) from 2024

Operations
Liabilities / Revenue35th percentileNet Margin99th percentile

Revenue

Up

$461,877

Up $429,487 (+1326%) from 2024

Expenses

Down

$11,169

Down $1,544 (-12%) from 2024

Net Income

Up

$450,708

Up $431,031 (+2191%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

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

$600K$400K$200K$0Assets 2024: $113,829Net Assets 2024: $113,8292024Assets 2025: $577,827Liabilities 2025: $0Net Assets 2025: $577,8272025

Highlighted filing

2025

Assets$577,827
Liabilities$0
Net Assets$577,827
Open 2025 Filing

Operations Trend

Revenue Growth99th percentile

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

$600K$400K$200K$0Revenue 2024: $32,390Expenses 2024: $12,713Net Income 2024: $19,6772024Revenue 2025: $461,877Expenses 2025: $11,169Net Income 2025: $450,7082025

Highlighted filing

2025

Revenue$461,877
Expenses$11,169
Net Income$450,708
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$577,827
Liabilities
$0
Net assets
$577,827
Revenue
$461,877
Expenses
$11,169
Net income
$450,708
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$4.62$0.11$4.51
2024Detailed filing. Detailed filing data is available for this year.$1.14$1.14$0.32$0.13$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 17, 2026
Return Version
2025v4.0
Gross Receipts
$463,050
Mission and Program Overview

Mission

The purpose of the Society is to collect, display, store, and preserve artifacts, information, and documents concerning our local history and to use our resources to provide educational services to our community and the public at large.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$63,235$522,084▲ $458,849
Rtn Earn Endowment Incm Other Fnds$0$124,929▲ $124,929
Investments in Publicly Traded Securities$40,564$49,245▲ $8,681
Cash and Non-Interest-Bearing Accounts$9,705$6,498▼ $3,207
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$113,504$577,827▲ $464,323
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$66,189$513,183▲ $446,994
Net Assets Without Donor Restrictions$47,315$64,644▲ $17,329
Total Net Assets Fund Balance$113,504$577,827▲ $464,323
Total Liabilities and Net Assets / Fund Balance$113,504$577,827▲ $464,323

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2025$34,809$50,000▲ $2,826$0$87,635
2024$33,215$125▲ $1,466$0$34,806
2023$33,533$200▼ $518$0$33,215
2022$32,153$1,245▲ $135$0$33,533
2021$29,135$610▲ $2,408$0$32,153
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Douglas BrownPresident
Megan Hermida LuVice President
George MotleySecretary
Jane BranchTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$458,195
Program Service Revenue
$0
Investment Income
$2,190
Other Revenue
$1,492
All Other Contributions
$399,170
Change in Net Assets
$450,708

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,169
Total Fundraising Expense$3,238
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$4,251-$4,251
Fees for Services Lobbying$0$0$2,383$2,383
Fees for Services Other$2,250$0$0$2,250
All Other Expenses-$0$855$855
Other Expenses-$800-$800
Conferences and Meetings$600$0$0$600
Information Technology-$30-$30
Total Functional Expenses$2,850$5,081$3,238$11,169
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,665
Fundraising Direct Expenses$855
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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

Part VI, Line 11B

“A completed copy of Form 990 is emailed to all governing members of the organization two weeks prior to filing for review.”

Part VI, Line 19

“All governing documents, meeting minutes, and financial statements are available by written or emailed request to our acting President.”

Filing and Contact Details

Filer

Filer Name
Sherborn Historical Society
EIN
04-6059666
Phone
3025215840
Address
19 Washington Street, Sherborn, MA 01770

Signing Officer

Name
Jane Branch
Title
Treasurer
Phone
3025215840
Signed
2026-04-17

Organization Details

Principal Officer
Douglas Brown
Formed
1971
Legal Domicile
Ma
Voting Board Members
19
Independent Board Members
19
Employees
0
Supplemental Narrative

Additional Explanations

Part III, Line 2

“Capital project fundraising for construction of a history center in an existing town building.”

Part IX, Line 11G

“Contracted a grant writer for assistance in securing shelving for our archive.”

Financial Statement Notes

Part III, Line 1A

“The SHS collection documents the architecture, people, and events of the town with artifacts including but not limited to books and manuscripts, clothing, firearms, baskets, farming and household items, diaries, photographs, and letters.”

Part III, Line 4

“Our collection of photographs, documents and more provides educational services to the community.”

Part V, Line 4

“The purpose of the Society is to collect, display, store, and preserve artifacts, information, and documents concerning our local history and to use our resources to provide educational services to our community and the public at large. Our Endowment is primarily invested, and would only be carefully considered for use on future expenditures not covered by our unrestricted funds.”

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IRS990/ProgSrvcAccomActy2Grp/Desc0Hosted speaker on historical topic: Curious to learn more about why beer and where it was drunk was so important to the colonists and revolutionaries in Massachusetts or how the Sons of Liberty plotted over a port or a pint at notorious public houses like Bostons Green Dragon Tavern? Join us for an evening with Northeastern University History Professor Malcolm F. Purinton, who will explore the roles that such gathering spots had as the colony developed and the American Revolution took shape, where radicals imbibed and plotted to change the world.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Two paintings selected for restoration. Expenses shown represent a deposit for the conservator. Balance will be due upon completion of restoration in 2026.
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