Civic Intelligence

Shelburne Historical Society Inc.

990 • Fiscal year 2017 • EIN 04-6087178

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

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

(413) 625-6150

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

91st percentile

49%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

49th percentile

2.7%

Faster asset growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

74%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,196,047

Up $31,802 (+2.7%) from 2016

Net Assets

Up

$1,196,047

Up $32,468 (+2.8%) from 2016

Liabilities

Down

$0

Down $666 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin91st percentile

Revenue

Up

$66,721

Up $28,317 (+74%) from 2016

Expenses

Up

$34,253

Up $17,265 (+102%) from 2016

Net Income

Up

$32,468

Up $11,052 (+52%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2017

Assets$1,196,047
Liabilities$0
Net Assets$1,196,047
Open 2017 Filing

Operations Trend

Revenue Growth90th 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

2017

Revenue$66,721
Expenses$34,253
Net Income$32,468
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$66,721
Mission and Program Overview

Mission

Historical society. Maintains museum and library.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$719,204$752,728▲ $33,524
Cash and Non-Interest-Bearing Accounts$271,179$264,567▼ $6,612
Land, Buildings, and Equipment, Net$173,862$178,752▲ $4,890
Total Assets$1,164,245$1,196,047▲ $31,802
Liabilities
Accounts Payable and Accrued Expenses$666--
Total Liabilities$666$0▼ $666
Net Assets / Fund Balance
Unrestricted Net Assets$985,874$1,196,047▲ $210,173
Temporarily Rstr Net Assets$177,705--
Total Net Assets Fund Balance$1,163,579$1,196,047▲ $32,468
Total Liabilities and Net Assets / Fund Balance$1,164,245$1,196,047▲ $31,802

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$94,523$92,850$187,373
Land$80,000-$80,000
Equipment$4,229$8,632$12,861
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Jerry HoytPresident
Harriet PaineTrustee
James WholeyTrustee
Pam KelleherTrustee
Prudence WholeySecretary
Marcia TetreaultTreasurer
Diane PolandVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,144
Program Service Revenue
$0
Investment Income
$64,688
Other Revenue
$889
Change in Net Assets
$32,468
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$26,856
Salaries, Compensation, and Employee Benefits$7,097
Grants and Similar Amounts Paid$300
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$13,131--$13,131
Other Salaries and Wages$6,516--$6,516
Depreciation Depletion$5,721--$5,721
Office Expenses$3,998--$3,998
Fees for Service Investment Mgmnt Fees-$1,500-$1,500
Fees for Services Accounting-$1,325-$1,325
Other Expenses$1,077--$1,077
Payroll Taxes$581--$581
Grants to Domestic Individuals$300--$300
Travel$80--$80
Conferences and Meetings$24--$24
Total Functional Expenses$31,428$2,825$0$34,253
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 6

“The organization has members who may become voting members.”

Form 990, Page 6, Part VI, Line 7A

“The members of the organization vote on the board members which make up the governing body.”

Form 990, Page 6, Part VI, Line 11B

“The documents are available during regular business hours for anyone who would like to reveiw them.”

Form 990, Page 6, Part VI, Line 19

“The documents are available during regular hours at the request of anyone who would like to see them.”

Filing and Contact Details

Filer

Filer Name
Shelburne Historical Society
EIN
04-6087178
Phone
4136256150
Address
P O BOX 86 33 SEVERANCE ST, SHELBURNE FALLS, MA 01370-0086

Signing Officer

Name
Marcia Tetreault
Title
Treasurer
Phone
4136252879
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marcia Tetreault
Formed
1972
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
7
Employees
1
Volunteers
10

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
Raw XML Appendix307 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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ReturnHeader/Filer/USAddress/CityNm0SHELBURNE FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0013700086
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AF4821F9D76A72C859D343DB89F1B8E206218165
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07070936C1F1975CD9D304FC3ED7EBD3A19867C9A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:42:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043526236
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONATHAN F GEORGE SR CPA CFP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt089 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELBURNE FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001370
ReturnHeader/PreparerPersonGrp/PhoneNum04136259593
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN F GEORGE SR CPA CFP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-15T17:42:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,196,047
Liabilities
$0
Net assets
$1,196,047
Revenue
$66,721
Expenses
$34,253
Net income
$32,468
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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $1M-$5M nonprofits