Civic Intelligence

Upham Family Society Inc

EIN 04-6072852 • 501(c)3 • Melrose, MA

Pub. 78 Eligible990-N Coverage

Profile

Historic preservation / education

255 Upham StreetMelrose, MA 02176

n/A

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 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

15th percentile

-21%

Higher net margin than 15% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

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 2024

Asset Growth

40th percentile

-0.3%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

8.6%

Faster revenue growth than 53% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$758,857

Down $2,224 (-0.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$758,857

Down $2,224 (-0.3%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin15th percentile

Revenue

Up

$10,412

Up $822 (+8.6%) from 2023

Expenses

Down

$12,636

Down $1,393 (-9.9%) from 2023

Net Income

Up

-$2,224

Up $2,215 (+50%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$800K$600K$400K$200K$0Assets 2010: $433,955Liabilities 2010: $0Net Assets 2010: $433,9552010Assets 2011: $437,154Liabilities 2011: $0Net Assets 2011: $437,1542011Assets 2012: $441,714Liabilities 2012: $0Net Assets 2012: $441,7142012Assets 2020: $771,494Liabilities 2020: $0Net Assets 2020: $771,4942020Assets 2021: $776,580Liabilities 2021: $0Net Assets 2021: $776,5802021Assets 2022: $765,520Liabilities 2022: $0Net Assets 2022: $765,5202022Assets 2023: $761,081Liabilities 2023: $0Net Assets 2023: $761,0812023Assets 2024: $758,857Liabilities 2024: $0Net Assets 2024: $758,8572024

Highlighted filing

2024

Assets$758,857
Liabilities$0
Net Assets$758,857
Open 2024 Filing

Operations Trend

Revenue Growth53rd percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $12,630Expenses 2010: $11,073Net Income 2010: $1,5572010Revenue 2011: $12,551Expenses 2011: $9,352Net Income 2011: $3,1992011Revenue 2012: $14,258Expenses 2012: $9,698Net Income 2012: $4,5602012Revenue 2020: $355,463Expenses 2020: $13,605Net Income 2020: $341,8582020Revenue 2021: $16,678Expenses 2021: $11,592Net Income 2021: $5,0862021Revenue 2022: $6,397Expenses 2022: $17,457Net Income 2022: -$11,0602022Revenue 2023: $9,590Expenses 2023: $14,029Net Income 2023: -$4,4392023Revenue 2024: $10,412Expenses 2024: $12,636Net Income 2024: -$2,2242024

Highlighted filing

2024

Revenue$10,412
Expenses$12,636
Net Income-$2,224
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$758,857
Liabilities
$0
Net assets
$758,857
Revenue
$10,412
Expenses
$12,636
Net income
-$2,224
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.10$0.13$0.02
2023Detailed filing. Detailed filing data is available for this year.$7.61$0.00$7.61$0.10$0.14$0.04
2022Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$0.06$0.17$0.11
2021Detailed filing. Detailed filing data is available for this year.$7.77$0.00$7.77$0.17$0.12$0.05
2020Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$3.55$0.14$3.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.42$0.00$4.42$0.14$0.10$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.37$0.00$4.37$0.13$0.09$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.34$0.00$4.34$0.13$0.11$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$10,412
Mission and Program Overview

Mission

Historic preservation / education

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$374,770$370,563▼ $4,207
Land, Buildings, and Equipment, Net$213,900$213,900→ $0
Cash and Non-Interest-Bearing Accounts$7,911$9,894▲ $1,983
Total Assets$761,081$758,857▼ $2,224
Other Assets Total$164,500$164,500→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$761,081$758,857▼ $2,224
Total Net Assets Fund Balance$761,081$758,857▼ $2,224
Total Liabilities and Net Assets / Fund Balance$761,081$758,857▼ $2,224

Asset Categories

AssetBook ValueDepreciationBasis
Land$213,900-$213,900
Other Assets Org$29,000--
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Geoffrey Upham RendallPresident
Alan KelleyPresident Emeritus/treasur
Kristen KelleyVice President
Brad HutchinsonCommunity Director
Mary PreyerFamily Director
Sandra GrindlayFamily Director
Stephen PhillipsFamily Director
Martha ComeauSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$168
Program Service Revenue
$8,450
Investment Income
$1,794
Other Revenue
$0
All Other Contributions
$168
Change in Net Assets
$-2,224
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,636
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
Insurance$4,545--$4,545
Fees for Services Accounting-$1,800-$1,800
Other Expenses$275$35-$35
All Other Expenses-$15-$15
Total Functional Expenses$10,786$1,850$0$12,636
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
Annual disclosure for covered persons
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
Yes
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

“Alan kelley and martha comeau are siblings. Kristen kelley is alan kelley's daughter. There are no business relationships between any board members.”

Form 990, Part VI, Section A, Line 8B

“There were no meetings held by committees requiring minutes.”

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

“The form 990 was reviewed and approved by the officers of the board of trustees prior to filing.”

Form 990, Part VI, Section C, Line 19

“The organization makes it's 990 available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Upham Family Society Inc
EIN
04-6072852
Phone
7816653741
Address
255 UPHAM STREET, MELROSE, MA 02176

Signing Officer

Name
Alan Kelley
Title
Treasurer
Phone
7816653741
Signed
2025-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Geoffrey Upham Rendall
Formed
1926
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Hughes and Company Pc
Address
ONE WEST FOSTER STREET, MELROSE, MA 02176
Preparer
Caroline M Barrett
Phone
7816657100
Raw XML Appendix370 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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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt129000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0UPHAM HOUSE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1FURNISHINGS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0213900
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0164500
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALAN KELLEY AND MARTHA COMEAU ARE SIBLINGS. KRISTEN KELLEY IS ALAN KELLEY'S DAUGHTER. THERE ARE NO BUSINESS RELATIONSHIPS BETWEEN ANY BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE WERE NO MEETINGS HELD BY COMMITTEES REQUIRING MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 WAS REVIEWED AND APPROVED BY THE OFFICERS OF THE BOARD OF TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES IT'S 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0761081
IRS990/TotalAssetsEOYAmt0758857
IRS990/TotalAssetsGrp/BOYAmt0761081
IRS990/TotalAssetsGrp/EOYAmt0758857
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0168
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01850
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt010786
IRS990/TotalFunctionalExpensesGrp/TotalAmt012636
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0761081
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0758857
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt010786
IRS990/TotalProgramServiceRevenueAmt08450
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01794
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08450
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt010412
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0761081
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0758857
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 444
IRS990/USAddress/CityNm0MATTAPOISETT
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002739
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN KELLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07816653741
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPHAM FAMILY SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0UPHA
ReturnHeader/Filer/EIN0046072852
ReturnHeader/Filer/PhoneNum07816653741
ReturnHeader/Filer/USAddress/AddressLine1Txt0255 UPHAM STREET
ReturnHeader/Filer/USAddress/CityNm0MELROSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002176
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042842388
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUGHES AND COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE WEST FOSTER STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MELROSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002176
ReturnHeader/PreparerPersonGrp/PhoneNum07816657100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROLINE M BARRETT
ReturnHeader/ReturnTs02025-11-06T12:16:07-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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