Civic Intelligence

Canton Historical Society

990 • Fiscal year 2017 • EIN 04-6064739

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 01, 2019

1400 Washington StreetCanton, MA 02021-2240

(617) 821-4546

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

15th percentile

-17%

Higher net margin than 15% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

59th percentile

6.8%

Faster asset growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

34%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$646,405

Up $40,956 (+6.8%) from 2016

Net Assets

Up

$646,405

Up $40,956 (+6.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$27,707

Up $7,086 (+34%) from 2016

Expenses

Up

$32,495

Up $3,779 (+13%) from 2016

Net Income

Up

-$4,788

Up $3,307 (+41%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2013: $299,527Liabilities 2013: $0Net Assets 2013: $299,5272013Assets 2014: $624,509Liabilities 2014: $0Net Assets 2014: $624,5092014Assets 2015: $614,529Liabilities 2015: $0Net Assets 2015: $614,5292015Assets 2016: $605,449Liabilities 2016: $0Net Assets 2016: $605,4492016Assets 2017: $646,405Liabilities 2017: $0Net Assets 2017: $646,4052017Assets 2018: $736,516Liabilities 2018: $0Net Assets 2018: $736,5162018Assets 2019: $659,516Liabilities 2019: $0Net Assets 2019: $659,5162019Assets 2020: $611,558Liabilities 2020: $0Net Assets 2020: $611,5582020Assets 2021: $672,561Liabilities 2021: $0Net Assets 2021: $672,5612021Assets 2022: $652,758Liabilities 2022: $0Net Assets 2022: $652,7582022Assets 2023: $686,280Liabilities 2023: $0Net Assets 2023: $686,2802023Assets 2024: $685,087Liabilities 2024: $0Net Assets 2024: $685,0872024

Highlighted filing

2017

Assets$646,405
Liabilities$0
Net Assets$646,405

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2013: $129,835Expenses 2013: $9,356Net Income 2013: $120,4792013Revenue 2014: $345,464Expenses 2014: $21,316Net Income 2014: $324,1482014Revenue 2015: $5,272Expenses 2015: $20,593Net Income 2015: -$15,3212015Revenue 2016: $20,621Expenses 2016: $28,716Net Income 2016: -$8,0952016Revenue 2017: $27,707Expenses 2017: $32,495Net Income 2017: -$4,7882017Revenue 2018: $17,056Expenses 2018: $28,276Net Income 2018: -$11,2202018Revenue 2019: $153,577Expenses 2019: $150,346Net Income 2019: $3,2312019Revenue 2020: $80,742Expenses 2020: $81,832Net Income 2020: -$1,0902020Revenue 2021: $9,519Expenses 2021: $11,692Net Income 2021: -$2,1732021Revenue 2022: $53,581Expenses 2022: $62,235Net Income 2022: -$8,6542022Revenue 2023: $13,842Expenses 2023: $20,747Net Income 2023: -$6,9052023Revenue 2024: $12,643Expenses 2024: $15,607Net Income 2024: -$2,9642024

Highlighted filing

2017

Revenue$27,707
Expenses$32,495
Net Income-$4,788
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 1, 2019
Return Version
2017v2.3
Gross Receipts
$27,707
Mission and Program Overview

Mission

The canton historical society uses its collection of rare artifacts, and archives to serve members and visitors through programs, events, research requests and a museum.

The canton historical society uses its collection of rare artifacts and archives to serve members and visitors through programs, events, research requests and a museum.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$350,843$353,987▲ $3,144
Cash and Non-Interest-Bearing Accounts$269,065$282,418▲ $13,353
Total Assets$629,908$646,405▲ $16,497
Other Assets Total$10,000$10,000→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$622,277$617,489▼ $4,788
Temporarily Rstr Net Assets$7,631$28,916▲ $21,285
Total Net Assets Fund Balance$629,908$646,405▲ $16,497
Total Liabilities and Net Assets / Fund Balance$629,908$646,405▲ $16,497

Asset Categories

AssetBook ValueDepreciationBasis
Land$327,047-$327,047
Buildings$22,703$1,590$24,293
Other Land Buildings$4,237$1,443$5,680
Compensation and Service Providers

Board Members and Trustees

NameTitle
Paul MitcheroneyDirector, President
Wallace GibbsDirector, Vice President
Barbara StanwoodDirector
Bruce BeckhamDirector
Carol GomesDirector
George ComeauDirector
James RoacheDirector
Marie DuffyDirector
Marie GibbsDirector
Matthew TateDirector
Sepp BergschneiderDirector
Willard ThornDirector
Carol MunsonDirector, Secretary
M Elena GillespieDirector, Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,652
Program Service Revenue
$21,763
Investment Income
$1,292
Other Revenue
$0
All Other Contributions
$1,872
Change in Net Assets
$-4,788
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$32,495
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
Occupancy$4,183$465-$4,648
Insurance$1,811--$1,811
Depreciation Depletion$1,177--$1,177
Office Expenses$504$56-$560
All Other Expenses$305--$305
Fees for Services Other$300--$300
Other Expenses$275--$275
Total Functional Expenses$31,974$521$0$32,495
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
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, Part VI, Section A, Line 2

Some members of the board of directors are married to other members (two couples.

Form 990, Part VI, Section B, Line 11B

The treasurer reviews form 990 prior to its being filed. Form 990 is presented to the board members and discussed at the first board meeting after the filing.

Form 990, Part VI, Section C, Line 19

The society makes its governing documents available to the public upon request.

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Paul mitcheroney - 40 abbey lane, canton, ma 02021. Wallace gibbs - 6 lamb road, canton, ma 02021. M. Elena gillespie - 40 abbey lane, canton, ma 02021. Carol gomes - 16 fencourt road, canton, ma 02021. Marie gibbs - 6 lamb road, canton, ma 02021. James roache - 144 sherman street, canton, ma 02021. Willard thorn - 144 indian lane, canton, ma 02021. George comeau - 225 sherman street, canton, ma 02021. Carol munson - 6 pleasant garden road, canton, ma 02021. Bruce beckham - 298 chapman street, canton, ma 02021. Matthew tate - 17 elm street, canton, ma 02021. Sepp bergschneider - 515 chapman street, canton, ma 02021. Marie duffy - 16 summer street, canton, ma 02021. Barbara stanwood - 20 ridgehill road, canton, ma 02021.

Filing and Contact Details

Filer

Filer Name
Canton Historical Society
EIN
04-6064739
Phone
6178214546
Address
1400 WASHINGTON STREET, CANTON, MA 02021-2240

Signing Officer

Name
M Elena Gillespie
Title
Treasurer
Phone
6178214546
Signed
2019-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
M Elena Gillespie
Formed
1893
Legal Domicile
Ma
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
10

Preparer

Firm
Woodstock Services Company LLC
Address
101 ARCH STREET SUITE 1000, BOSTON, MA 02110
Preparer
Jeanne M Fitzgerald
Phone
6172270600
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Increase in temporarily restricted net assets 41,730. Decrease in unrestricted net assets -20,445.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR, PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR, VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR, TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05449
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02980
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0340425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03830
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0357336
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01292
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01141
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01132
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01193
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01847
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06605
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt021763
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt014031
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01160
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03846
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0122252
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0163052
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01292
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01141
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01132
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01193
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01847
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06605
IRS990ScheduleA/InvestmentIncomeCYPct00.01250
IRS990ScheduleA/InvestmentIncomePYPct00.01250
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98750
IRS990ScheduleA/PublicSupportPY509Pct00.98750
IRS990ScheduleA/PublicSupportTotal509Amt0520388
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt026415
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt019480
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04140
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0344271
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0126082
IRS990ScheduleA/Total509Grp/TotalAmt0520388
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt027707
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt020621
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05272
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0345464
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0127929
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0526993
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt022703
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01590
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt024293
IRS990ScheduleD/HeldWorksArtGrp/AssetsIncludedAmt010000
IRS990ScheduleD/LandGrp/BookValueAmt0327047
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0327047
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04237
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01443
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05680
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0353987
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SOME MEMBERS OF THE BOARD OF DIRECTORS ARE MARRIED TO OTHER MEMBERS (TWO COUPLES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TREASURER REVIEWS FORM 990 PRIOR TO ITS BEING FILED. FORM 990 IS PRESENTED TO THE BOARD MEMBERS AND DISCUSSED AT THE FIRST BOARD MEETING AFTER THE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SOCIETY MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAUL MITCHERONEY - 40 ABBEY LANE, CANTON, MA 02021. WALLACE GIBBS - 6 LAMB ROAD, CANTON, MA 02021. M. ELENA GILLESPIE - 40 ABBEY LANE, CANTON, MA 02021. CAROL GOMES - 16 FENCOURT ROAD, CANTON, MA 02021. MARIE GIBBS - 6 LAMB ROAD, CANTON, MA 02021. JAMES ROACHE - 144 SHERMAN STREET, CANTON, MA 02021. WILLARD THORN - 144 INDIAN LANE, CANTON, MA 02021. GEORGE COMEAU - 225 SHERMAN STREET, CANTON, MA 02021. CAROL MUNSON - 6 PLEASANT GARDEN ROAD, CANTON, MA 02021. BRUCE BECKHAM - 298 CHAPMAN STREET, CANTON, MA 02021. MATTHEW TATE - 17 ELM STREET, CANTON, MA 02021. SEPP BERGSCHNEIDER - 515 CHAPMAN STREET, CANTON, MA 02021. MARIE DUFFY - 16 SUMMER STREET, CANTON, MA 02021. BARBARA STANWOOD - 20 RIDGEHILL ROAD, CANTON, MA 02021.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INCREASE IN TEMPORARILY RESTRICTED NET ASSETS 41,730. DECREASE IN UNRESTRICTED NET ASSETS -20,445.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt07631
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt028916
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0629908
IRS990/TotalAssetsEOYAmt0646405
IRS990/TotalAssetsGrp/BOYAmt0629908
IRS990/TotalAssetsGrp/EOYAmt0646405
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt04652
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0521
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt031974
IRS990/TotalFunctionalExpensesGrp/TotalAmt032495
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0629908
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0646405
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt011974
IRS990/TotalOtherProgSrvcRevenueAmt03055
IRS990/TotalProgramServiceExpensesAmt031974
IRS990/TotalProgramServiceRevenueAmt021763
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt023055
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt027707
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0629908
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0646405
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0622277
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0617489
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt040 ABBEY LANE
IRS990/USAddress/CityNm0CANTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002021
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0CANTONHISTORICAL.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01

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