Civic Intelligence

Historical Society of Old Yarmouth Inc

990 • Fiscal year 2019 • EIN 04-6071666

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 10, 2020

P O Box 11Yarmouth Port, MA 02675

(508) 362-3021

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

30th percentile

-3.3%

Higher net margin than 30% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

64th percentile

9.7%

Faster asset growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

23rd percentile

-11%

Faster revenue growth than 23% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$905,789

Up $80,199 (+9.7%) from 2018

Net Assets

Up

$905,789

Up $80,199 (+9.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$134,386

Down $17,380 (-11%) from 2018

Expenses

Down

$138,794

Down $14,464 (-9.4%) from 2018

Net Income

Down

-$4,408

Down $2,916 (-195%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $752,449Liabilities 2011: $3,692Net Assets 2011: $748,7572011Assets 2012: $773,190Liabilities 2012: $1,500Net Assets 2012: $771,6902012Assets 2013: $792,204Liabilities 2013: $0Net Assets 2013: $792,2042013Assets 2014: $868,775Liabilities 2014: $594Net Assets 2014: $868,1812014Assets 2015: $857,155Liabilities 2015: $0Net Assets 2015: $857,1552015Assets 2016: $857,894Liabilities 2016: $0Net Assets 2016: $857,8942016Assets 2017: $900,816Liabilities 2017: $0Net Assets 2017: $900,8162017Assets 2018: $825,590Liabilities 2018: $0Net Assets 2018: $825,5902018Assets 2019: $905,789Liabilities 2019: $0Net Assets 2019: $905,7892019Assets 2020: $1,004,066Liabilities 2020: $0Net Assets 2020: $1,004,0662020Assets 2021: $1,041,227Liabilities 2021: $4,054Net Assets 2021: $1,037,1732021Assets 2022: $904,566Liabilities 2022: $3,001Net Assets 2022: $901,5652022Assets 2023: $958,315Liabilities 2023: $0Net Assets 2023: $958,3152023Assets 2024: $1,001,342Liabilities 2024: $685Net Assets 2024: $1,000,6572024

Highlighted filing

2019

Assets$905,789
Liabilities$0
Net Assets$905,789

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $85,562Expenses 2011: $89,140Net Income 2011: -$3,5782011Expenses 2012: $153,6382012Revenue 2013: $91,245Expenses 2013: $98,888Net Income 2013: -$7,6432013Revenue 2014: $136,728Expenses 2014: $98,542Net Income 2014: $38,1862014Revenue 2015: $125,868Expenses 2015: $114,258Net Income 2015: $11,6102015Revenue 2016: $131,022Expenses 2016: $132,082Net Income 2016: -$1,0602016Revenue 2017: $124,302Expenses 2017: $134,702Net Income 2017: -$10,4002017Revenue 2018: $151,766Expenses 2018: $153,258Net Income 2018: -$1,4922018Revenue 2019: $134,386Expenses 2019: $138,794Net Income 2019: -$4,4082019Revenue 2020: $133,439Expenses 2020: $122,503Net Income 2020: $10,9362020Revenue 2021: $319,878Expenses 2021: $199,020Net Income 2021: $120,8582021Revenue 2022: $131,206Expenses 2022: $152,517Net Income 2022: -$21,3112022Revenue 2023: $129,361Expenses 2023: $151,785Net Income 2023: -$22,4242023Revenue 2024: $156,382Expenses 2024: $159,158Net Income 2024: -$2,7762024

Highlighted filing

2019

Revenue$134,386
Expenses$138,794
Net Income-$4,408
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 10, 2020
Return Version
2019v5.0
Gross Receipts
$168,868
Mission and Program Overview

Mission

To preserve, promote and present the history of yarmouth, ma

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$451,323$519,121▲ $67,798
Land, Buildings, and Equipment, Net$251,487$240,460▼ $11,027
Cash and Non-Interest-Bearing Accounts$10,577$14,957▲ $4,380
Inventories for Sale or Use$2,762$2,762→ $0
Total Assets$825,590$905,789▲ $80,199
Other Assets Total$109,441$128,489▲ $19,048
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$825,590$905,789▲ $80,199
Total Net Assets Fund Balance$825,590$905,789▲ $80,199
Total Liabilities and Net Assets / Fund Balance$825,590$905,789▲ $80,199

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$418,116-$418,116
Equipment$77,057-$77,057
Land$26,912-$26,912
Other Land Buildings$-281,625$290,445$8,820
Other Assets Org$128,489--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$209,822-▲ $11,969-$221,791
2016$204,872-▲ $4,950-$209,822
2015$211,955-▼ $7,083-$204,872
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$23,387
Program Service Revenue
$31,328
Investment Income
$31,763
Other Revenue
$47,908
All Other Contributions
$23,387
Change in Net Assets
$-4,408
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$114,310
Salaries, Compensation, and Employee Benefits$24,484
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$16,787$5,596-$22,383
All Other Expenses$17,859--$17,859
Depreciation Depletion$11,027--$11,027
Insurance$10,441--$10,441
Occupancy$6,527--$6,527
Office Expenses$6,445--$6,445
Conferences and Meetings$4,808--$4,808
Other Expenses$4,864$4,760-$4,760
Payroll Taxes$1,576$525-$2,101
Fees for Services Accounting-$1,900-$1,900
Total Functional Expenses$126,013$12,781$0$138,794
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
Backup withholding compliance
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, Page 6, Part VI, Line 11B

Reviewed by treasurer and president before filing

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Historical Society
EIN
04-6071666
Phone
5083623021
Address
P O BOX 11, YARMOUTH PORT, MA 02675

Signing Officer

Name
Joel Chaison
Title
Co-president
Phone
5083623021
Signed
2020-07-10

Organization Details

Principal Officer
Joel Chaison
Formed
1955
Legal Domicile
Ma
Voting Board Members
23
Independent Board Members
23
Employees
4

Preparer

Firm
Bogle Accounting LLC
Address
244 WILLOW ST, YARMOUTH PORT, MA 02675
Preparer
Jeremy G Bogle
Phone
5083628123
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Publications 3,763 0 0 collections 3,468 0 0 other taxes 3,388 0 0 miscellaneous 2,857 0 0 payroll service fees 1,136 0 0 development 1,126 0 0 president's budget 775 0 0 computer support 684 0 0 dues & subscriptions 361 0 0 docent training 301 0 0 total 17,859 0 0

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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt047908
IRS990/NetUnrlzdGainsLossesInvstAmt084607
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0825590
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0905789
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt06527
IRS990/OccupancyGrp/TotalAmt06527
IRS990/OfficeExpensesGrp/ProgramServicesAmt06445
IRS990/OfficeExpensesGrp/TotalAmt06445
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0109441
IRS990/OtherAssetsTotalGrp/EOYAmt0128489
IRS990/OtherExpensesGrp/Desc0BUILDINGS
IRS990/OtherExpensesGrp/Desc1PROGRAMS
IRS990/OtherExpensesGrp/Desc2GROUNDS
IRS990/OtherExpensesGrp/Desc3INVESTMENT MANAGEMENT FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04760
IRS990/OtherExpensesGrp/ProgramServicesAmt038007
IRS990/OtherExpensesGrp/ProgramServicesAmt17672
IRS990/OtherExpensesGrp/ProgramServicesAmt24864
IRS990/OtherExpensesGrp/TotalAmt038007
IRS990/OtherExpensesGrp/TotalAmt17672
IRS990/OtherExpensesGrp/TotalAmt24864
IRS990/OtherExpensesGrp/TotalAmt34760
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt05596
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt016787
IRS990/OtherSalariesAndWagesGrp/TotalAmt022383
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0525
IRS990/PayrollTaxesGrp/ProgramServicesAmt01576
IRS990/PayrollTaxesGrp/TotalAmt02101
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOEL CHAISON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIPS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt016123
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt115205
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt016123
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115205
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt037800
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt038623
IRS990/PYOtherExpensesAmt0129324
IRS990/PYOtherRevenueAmt044458
IRS990/PYProgramServiceRevenueAmt030885
IRS990/PYRevenuesLessExpensesAmt0-1492
IRS990/PYSalariesCompEmpBnftPaidAmt023934
IRS990/PYTotalExpensesAmt0153258
IRS990/PYTotalRevenueAmt0151766
IRS990/ReconcilationRevenueExpnssAmt0-4408
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt047908
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 19,674
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt023387
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt037800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt011532
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt026044
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt019840
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0118603
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt077207
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt081500
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt072243
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt070790
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt075586
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0377326
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt090846
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt06652
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt013022
IRS990ScheduleA/OtherIncome170Grp/TotalAmt019674
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.23000
IRS990ScheduleA/PublicSupportPY170Pct00.23160
IRS990ScheduleA/PublicSupportTotal170Amt0118603
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt023387
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt037800
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt011532
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt026044
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt019840
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0118603
IRS990ScheduleA/TotalSupportAmt0515603
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0418116
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0418116
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0209822
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0221791
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011969
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0204872
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0209822
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04950
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0211955
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0204872
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-7083
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt077057
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt077057
IRS990ScheduleD/LandGrp/BookValueAmt026912
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt026912
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0128489
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0TRUST
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0-281625
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0290445
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt08820
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0240460
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0128489
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY TREASURER AND PRESIDENT BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PUBLICATIONS 3,763 0 0 COLLECTIONS 3,468 0 0 OTHER TAXES 3,388 0 0 MISCELLANEOUS 2,857 0 0 PAYROLL SERVICE FEES 1,136 0 0 DEVELOPMENT 1,126 0 0 PRESIDENT'S BUDGET 775 0 0 COMPUTER SUPPORT 684 0 0 DUES & SUBSCRIPTIONS 361 0 0 DOCENT TRAINING 301 0 0 TOTAL 17,859 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0825590

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.16$0.16$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.13$0.15$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.13$0.15$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.32$0.20$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.13$0.12$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.13$0.14$0.00
2018Summary only. Only limited summary data is available for this year.$0.83$0.00$0.83$0.15$0.15$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.12$0.13$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.13$0.13$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.13$0.11$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.14$0.10$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.00$0.79$0.09$0.10$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.00$0.77$0.15
2011Summary only. Only limited summary data is available for this year.$0.75$0.00$0.75$0.09$0.09$0.00