Civic Intelligence

Belmont Historical Society Inc

EIN 04-6070693 • 501(c)3 • Belmont, MA

Profile

Preserve and interpret heritage of Belmont, MA

PO Box 15Belmont, MA 02478

belmonthistoricalsociety.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

94th percentile

70%

Higher net margin than 94% 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

76th percentile

20%

Faster asset growth than 76% of similar nonprofits.

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

Revenue Growth

88th percentile

79%

Faster revenue growth than 88% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$592,252

Up $99,676 (+20%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$592,252

Up $99,676 (+20%) from 2024

Operations
Liabilities / Revenue35th percentileNet Margin94th percentile

Revenue

Up

$33,039

Up $14,630 (+79%) from 2024

Expenses

Down

$10,022

Down $7,179 (-42%) from 2024

Net Income

Up

$23,017

Up $21,809 (+1805%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$600K$400K$200K$0Assets 2012: $151,995Liabilities 2012: $02012Assets 2013: $168,271Liabilities 2013: $02013Assets 2014: $171,174Liabilities 2014: $02014Assets 2015: $179,042Liabilities 2015: $02015Assets 2016: $186,086Liabilities 2016: $02016Assets 2017: $212,710Liabilities 2017: $02017Assets 2018: $226,725Liabilities 2018: $02018Assets 2019: $308,522Liabilities 2019: $02019Assets 2020: $405,267Liabilities 2020: $02020Assets 2021: $490,832Liabilities 2021: $02021Assets 2022: $499,802Liabilities 2022: $0Net Assets 2022: $499,8022022Assets 2023: $491,744Liabilities 2023: $0Net Assets 2023: $491,7442023Assets 2024: $492,576Liabilities 2024: $0Net Assets 2024: $492,5762024Assets 2025: $592,252Liabilities 2025: $0Net Assets 2025: $592,2522025

Highlighted filing

2025

Assets$592,252
Liabilities$0
Net Assets$592,252
Open 2025 Filing

Operations Trend

Revenue Growth88th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $8,385Expenses 2012: $7,371Net Income 2012: $1,0142012Revenue 2013: $13,260Expenses 2013: $8,102Net Income 2013: $5,1582013Revenue 2014: $6,554Expenses 2014: $10,169Net Income 2014: -$3,6152014Revenue 2015: $15,682Expenses 2015: $10,491Net Income 2015: $5,1912015Revenue 2016: $16,104Expenses 2016: $7,933Net Income 2016: $8,1712016Revenue 2017: $25,502Expenses 2017: $13,241Net Income 2017: $12,2612017Revenue 2018: $24,507Expenses 2018: $16,304Net Income 2018: $8,2032018Revenue 2019: $80,811Expenses 2019: $20,849Net Income 2019: $59,9622019Revenue 2020: $122,383Expenses 2020: $6,438Net Income 2020: $115,9452020Revenue 2021: $42,848Expenses 2021: $7,645Net Income 2021: $35,2032021Revenue 2022: $8,383Expenses 2022: $8,407Net Income 2022: -$242022Revenue 2023: $51,102Expenses 2023: $50,329Net Income 2023: $7732023Revenue 2024: $18,409Expenses 2024: $17,201Net Income 2024: $1,2082024Revenue 2025: $33,039Expenses 2025: $10,022Net Income 2025: $23,0172025

Highlighted filing

2025

Revenue$33,039
Expenses$10,022
Net Income$23,017
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$592,252
Liabilities
$0
Net assets
$592,252
Revenue
$33,039
Expenses
$10,022
Net income
$23,017
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.33$0.10$0.23
2024Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.18$0.17$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.51$0.50$0.01
2022Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.08$0.08$0.00
2021Summary only. Only limited summary data is available for this year.$4.91$0.00$0.43$0.08$0.35
2020Summary only. Only limited summary data is available for this year.$4.05$0.00$1.22$0.06$1.16
2019Summary only. Only limited summary data is available for this year.$3.09$0.00$0.81$0.21$0.60
2018Summary only. Only limited summary data is available for this year.$2.27$0.00$0.25$0.16$0.08
2017Summary only. Only limited summary data is available for this year.$2.13$0.00$0.26$0.13$0.12
2016Summary only. Only limited summary data is available for this year.$1.86$0.00$0.16$0.08$0.08
2015Summary only. Only limited summary data is available for this year.$1.79$0.00$0.16$0.10$0.05
2014Summary only. Only limited summary data is available for this year.$1.71$0.00$0.07$0.10$0.04
2013Summary only. Only limited summary data is available for this year.$1.68$0.00$0.13$0.08$0.05
2012Summary only. Only limited summary data is available for this year.$1.52$0.00$0.08$0.07$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Sep 27, 2025
Return Version
2024v5.0
Gross Receipts
$33,039
Mission and Program Overview

Mission

Preserve and interpret heritage of Belmont, MA

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$457,576$557,252▲ $99,676
Savings and Temporary Cash Investments$429,943$547,587▲ $117,644
Land, Buildings, and Equipment, Net$35,000$35,000→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$35,000$35,000→ $0
Cash and Non-Interest-Bearing Accounts$27,633$9,665▼ $17,968
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
Investments in Publicly Traded Securities$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$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$492,576$592,252▲ $99,676
Other Assets Total$0$0→ $0
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--
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
Total Net Assets Fund Balance$492,576$592,252▲ $99,676
Total Liabilities and Net Assets / Fund Balance$492,576$592,252▲ $99,676

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$35,000$0$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Philip J HughesExecutive Committee Member-Immediate Past President
Viktoria HaasePresident and Executive Committee Member-Claflin Room Curator & Newsletter Editor
Michael ChessonVice President and Executive Committee Member-Liaison With Belmont Historic Commission
Betsy McGovernDirector, Term Expires 2024
Diane DideoDirector, Term Expires 2024
Henry OgilbyDirector, Term Expires 2024
Jane OtteDirector, Term Expires 2024
Maryann ScaliDirector, Term Expires 2024
Thomas BlakeDirector, Term Expires 2024
Bill ChinDirector, Term Expires 2025
Jan BauerDirector, Term Expires 2025
Rola BaghdadyDirector, Term Expires 2025
Marilyn PapazianDirector, Term Expires 2026
Priscilla HughesDirector, Term Expires 2026
Sam JamesDirector, Term Expires 2026
Vyrna NapoliDirector, TErm Expires 2026
William Dunham JrDirector, Term Expires 2026
Athena McInnisCorresponding Secretary
John BoweExecutive Committee Member-Webmaster
David FlewellingExecutive Committee Member-Wellington Station Master
Laurie CarlsonRecording Secretary
Albano PonteTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$26,533
Program Service Revenue
$0
Investment Income
$6,400
Other Revenue
$106
All Other Contributions
$10,100
Change in Net Assets
$23,017
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,022
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
Office Expenses$0$3,739$0$3,739
Insurance$0$1,304$0$1,304
Other Expenses$300$0$0$300
All Other Expenses$250$0$0$250
Occupancy$0$197$0$197
Total Functional Expenses$4,782$5,240$0$10,022
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
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

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

“FORM 990. PART VI. SECTION B. POLICIES. LINE 11b. OFFICERS REVIEW AND APPROVE FILING OF THE 990 AND THE OTHER MEMBERS OF THE GOVERNING BODY ARE ABLE TO REVIEW A COPY HELD AT THE OFFICE.”

Form 990, Part VI, Section C, Line 19

“Form 990. Part vi. Section c. Disclosure. Line 19. Belmont historical society website advises public of availabity.”

Filing and Contact Details

Filer

Filer Name
Belmont Historical Society Inc
EIN
04-6070693
Phone
6174842000
Address
PO BOX 15, BELMONT, MA 02478

Signing Officer

Name
Albano Ponte
Title
Treasurer
Phone
6173200022
Signed
2025-09-27

Organization Details

Principal Officer
Viktoria Haase
Formed
1965
Legal Domicile
Ma
Voting Board Members
18
Independent Board Members
0
Employees
0
Volunteers
25
Supplemental Narrative

Additional Explanations

Form 990, Part X, Line 10A

“FORM 990. PART X. LINE 10a. BUILDING- HISTORICAL GAZEBO. $35000.”

Form 990, Part XI, Line 9

“Form 990. Partxi. Reconcilliation of net assets. Line 9. Increase due to donations, membership dues and interest income. $76659”

Raw XML AppendixShowing 400 of 763 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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IRS990/Form990PartVIISectionAGrp/PersonNm16Albano Ponte
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IRS990/Form990PartVIISectionAGrp/PersonNm20John Bowe
IRS990/Form990PartVIISectionAGrp/PersonNm21Philip J Hughes
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director, Term Expires 2025
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director, Term Expires 2025
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director, Term Expires 2025
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director, Term Expires 2024
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director, Term Expires 2024
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director, Term Expires 2024
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director, Term Expires 2024
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director, Term Expires 2024
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director, Term Expires 2024
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director, Term Expires 2026
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director, Term Expires 2026
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director, Term Expires 2026
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director, TErm Expires 2026
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director, Term Expires 2026
IRS990/Form990PartVIISectionAGrp/TitleTxt14President and Executive Committee Member-Claflin Room Curator & Newsletter Editor
IRS990/Form990PartVIISectionAGrp/TitleTxt15Vice President and Executive Committee Member-Liaison With Belmont Historic Commission
IRS990/Form990PartVIISectionAGrp/TitleTxt16Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt17Corresponding Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt18Recording Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt19Executive Committee Member-Wellington Station Master
IRS990/Form990PartVIISectionAGrp/TitleTxt20Executive Committee Member-Webmaster
IRS990/Form990PartVIISectionAGrp/TitleTxt21Executive Committee Member-Immediate Past President
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt00
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt00
IRS990/GrossReceiptsAmt033039
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt00
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
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IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01304
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt01304
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
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IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt035000
IRS990/LandBldgEquipCostOrOtherBssAmt035000
IRS990/LegalDomicileStateCd0MA
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IRS990/LocalChaptersInd00
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IRS990/MissionDesc0Preserve and interpret heritage of Belmont, MA
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt0592252
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IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00

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