Civic Intelligence

Shelburne Historical Society Inc.

990 • Fiscal year 2015 • EIN 04-6087178

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 09, 2016

Organization Profile
P O Box 86 33 Severance StShelburne Falls, MA 01370-0086

(413) 625-2879

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

24th percentile

0.02x

Higher debt load relative to revenue than 24% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

85th percentile

29%

Higher net margin than 85% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$500

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

51st percentile

0.9%

Faster asset growth than 51% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

60th percentile

7.8%

Faster revenue growth than 60% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,142,828

Up $10,358 (+0.9%) from 2014

Net Assets

Up

$1,142,163

Up $10,359 (+0.9%) from 2014

Liabilities

Down

$665

Down $1 (-0.2%) from 2014

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin85th percentile

Revenue

Up

$35,760

Up $2,590 (+7.8%) from 2014

Expenses

Up

$25,401

Up $4,576 (+22%) from 2014

Net Income

Down

$10,359

Down $1,986 (-16%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,059,695Liabilities 2010: $665Net Assets 2010: $1,059,0302010Assets 2011: $1,086,681Liabilities 2011: $665Net Assets 2011: $1,086,0162011Assets 2012: $1,109,043Liabilities 2012: $665Net Assets 2012: $1,108,3782012Assets 2013: $1,120,124Liabilities 2013: $665Net Assets 2013: $1,119,4592013Assets 2014: $1,132,470Liabilities 2014: $666Net Assets 2014: $1,131,8042014Assets 2015: $1,142,828Liabilities 2015: $665Net Assets 2015: $1,142,1632015Assets 2016: $1,164,245Liabilities 2016: $666Net Assets 2016: $1,163,5792016Assets 2017: $1,196,047Liabilities 2017: $0Net Assets 2017: $1,196,0472017Assets 2018: $1,210,843Liabilities 2018: $0Net Assets 2018: $1,210,8432018Assets 2019: $1,208,583Liabilities 2019: $0Net Assets 2019: $1,208,5832019Assets 2020: $1,229,100Liabilities 2020: $0Net Assets 2020: $1,229,1002020Assets 2021: $1,254,746Liabilities 2021: $0Net Assets 2021: $1,254,7462021Assets 2022: $1,248,410Liabilities 2022: $0Net Assets 2022: $1,248,4102022Assets 2023: $1,261,538Liabilities 2023: $0Net Assets 2023: $1,261,5382023Assets 2024: $1,238,728Liabilities 2024: $0Net Assets 2024: $1,238,7282024

Highlighted filing

2015

Assets$1,142,828
Liabilities$665
Net Assets$1,142,163
Open 2015 Filing

Operations Trend

Revenue Growth60th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $29,343Expenses 2010: $10,619Net Income 2010: $18,7242010Revenue 2011: $40,182Expenses 2011: $13,196Net Income 2011: $26,9862011Expenses 2012: $10,3362012Revenue 2013: $29,476Expenses 2013: $18,395Net Income 2013: $11,0812013Revenue 2014: $33,170Expenses 2014: $20,825Net Income 2014: $12,3452014Revenue 2015: $35,760Expenses 2015: $25,401Net Income 2015: $10,3592015Revenue 2016: $38,404Expenses 2016: $16,988Net Income 2016: $21,4162016Revenue 2017: $66,721Expenses 2017: $34,253Net Income 2017: $32,4682017Revenue 2018: $52,611Expenses 2018: $37,815Net Income 2018: $14,7962018Revenue 2019: $63,883Expenses 2019: $66,143Net Income 2019: -$2,2602019Revenue 2020: $79,368Expenses 2020: $58,851Net Income 2020: $20,5172020Revenue 2021: $127,198Expenses 2021: $101,552Net Income 2021: $25,6462021Revenue 2022: $58,003Expenses 2022: $64,339Net Income 2022: -$6,3362022Revenue 2023: $67,882Expenses 2023: $54,754Net Income 2023: $13,1282023Revenue 2024: $76,860Expenses 2024: $99,670Net Income 2024: -$22,8102024

Highlighted filing

2015

Revenue$35,760
Expenses$25,401
Net Income$10,359
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 9, 2016
Return Version
2015v2.1
Gross Receipts
$35,760
Mission and Program Overview

Mission

Historical society. Maintains museum and library.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$681,359$689,746▲ $8,387
Cash and Non-Interest-Bearing Accounts$267,912$274,550▲ $6,638
Land, Buildings, and Equipment, Net$183,199$178,532▼ $4,667
Total Assets$1,132,470$1,142,828▲ $10,358
Liabilities
Accounts Payable and Accrued Expenses$666$665▼ $1
Total Liabilities$666$665▼ $1
Net Assets / Fund Balance
Unrestricted Net Assets$944,762$955,121▲ $10,359
Temporarily Rstr Net Assets$187,042$187,042→ $0
Total Net Assets Fund Balance$1,131,804$1,142,163▲ $10,359
Total Liabilities and Net Assets / Fund Balance$1,132,470$1,142,828▲ $10,358

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$98,532$83,516$182,048
Land$80,000-$80,000
Equipment-$7,575$7,575
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Marcia TetreaultTreasurerPT$500$500

Board Members and Trustees

NameTitle
James StacyPresident
Colleen RauchTrustee
Harriet PaineTrustee
James WholeyTrustee
Lisa MerrillSecretary
Pam KelleherVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$25
Program Service Revenue
$0
Investment Income
$35,702
Other Revenue
$33
All Other Contributions
$25
Change in Net Assets
$10,359
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$25,401
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$18,118--$18,118
Depreciation Depletion$4,667--$4,667
Fees for Service Investment Mgmnt Fees-$1,000-$1,000
Fees for Services Accounting-$550-$550
Fees for Services Other-$500-$500
Other Expenses$356--$356
Office Expenses$107$103-$210
Total Functional Expenses$23,248$2,153$0$25,401
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Shelburne Historical Society
EIN
04-6087178
Phone
4136252879
Address
P O BOX 86 33 SEVERANCE ST, SHELBURNE FALLS, MA 01370-0086

Signing Officer

Name
Marcia Tetreault
Title
Treasurer
Phone
4136252879
Signed
2016-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marcia Tetreault
Formed
1972
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
30

Preparer

Firm
Jonathan F George Sr CPA Cfp
Address
89 MAIN ST, SHELBURNE FALLS, MA 01370
Preparer
Jonathan F George Sr CPA Cfp
Phone
4136259593
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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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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN F GEORGE SR CPA CFP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-10T10:25:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,142,828
Liabilities
$665
Net assets
$1,142,163
Revenue
$35,760
Expenses
$25,401
Net income
$10,359
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.00$1.24$0.08$0.10$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.07$0.05$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.00$1.25$0.06$0.06$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.13$0.10$0.03
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$0.08$0.06$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.06$0.07$0.00
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.00$1.21$0.05$0.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.07$0.03$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.04$0.02$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.04$0.03$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.03$0.02$0.01
2013Summary only. Only limited summary data is available for this year.$1.12$0.00$1.12$0.03$0.02$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.11$0.01
2011Summary only. Only limited summary data is available for this year.$1.09$0.00$1.09$0.04$0.01$0.03
2010Summary only. Only limited summary data is available for this year.$1.06$0.00$1.06$0.03$0.01$0.02