Civic Intelligence

Harvard Historical Society

EIN 04-6169825 • 501(c)3 • Harvard, MA

Profile

To collect and preserve historical material and artifacts, to encourage research into localhistory and to offer historical education opportunities to the community.

PO Box 542Harvard, MA 01451

www.harvardhistory.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

58th percentile

8.5%

Higher net margin than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

79th percentile

20%

Faster asset growth than 79% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

50%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,421,264

Up $240,740 (+20%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,421,264

Up $240,740 (+20%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin58th percentile

Revenue

Up

$136,784

Up $45,427 (+50%) from 2023

Expenses

Up

$125,099

Up $35,100 (+39%) from 2023

Net Income

Up

$11,685

Up $10,327 (+760%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,050,092Liabilities 2011: $3,097Net Assets 2011: $1,046,9952011Assets 2012: $1,076,152Liabilities 2012: $3,100Net Assets 2012: $1,073,0522012Assets 2013: $1,122,674Liabilities 2013: $0Net Assets 2013: $1,122,6742013Assets 2014: $1,154,413Liabilities 2014: $0Net Assets 2014: $1,154,4132014Assets 2015: $1,172,512Liabilities 2015: $0Net Assets 2015: $1,172,5122015Assets 2016: $1,162,443Liabilities 2016: $0Net Assets 2016: $1,162,4432016Assets 2017: $1,163,635Liabilities 2017: $0Net Assets 2017: $1,163,6352017Assets 2018: $1,175,307Liabilities 2018: $0Net Assets 2018: $1,175,3072018Assets 2019: $1,194,454Liabilities 2019: $0Net Assets 2019: $1,194,4542019Assets 2020: $1,182,742Liabilities 2020: $0Net Assets 2020: $1,182,7422020Assets 2021: $1,188,931Liabilities 2021: $0Net Assets 2021: $1,188,9312021Assets 2022: $1,179,166Liabilities 2022: $0Net Assets 2022: $1,179,1662022Assets 2023: $1,180,524Liabilities 2023: $0Net Assets 2023: $1,180,5242023Assets 2024: $1,421,264Liabilities 2024: $0Net Assets 2024: $1,421,2642024

Highlighted filing

2024

Assets$1,421,264
Liabilities$0
Net Assets$1,421,264
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $63,894Expenses 2011: $54,453Net Income 2011: $9,4412011Revenue 2012: $53,195Expenses 2012: $46,975Net Income 2012: $6,2202012Revenue 2013: $58,414Expenses 2013: $46,113Net Income 2013: $12,3012013Revenue 2014: $51,174Expenses 2014: $47,908Net Income 2014: $3,2662014Revenue 2015: $43,833Expenses 2015: $46,297Net Income 2015: -$2,4642015Revenue 2016: $43,882Expenses 2016: $53,951Net Income 2016: -$10,0692016Revenue 2017: $56,873Expenses 2017: $55,681Net Income 2017: $1,1922017Revenue 2018: $77,847Expenses 2018: $66,175Net Income 2018: $11,6722018Revenue 2019: $87,706Expenses 2019: $68,559Net Income 2019: $19,1472019Revenue 2020: $54,722Expenses 2020: $66,434Net Income 2020: -$11,7122020Revenue 2021: $72,754Expenses 2021: $66,565Net Income 2021: $6,1892021Revenue 2022: $63,219Expenses 2022: $72,984Net Income 2022: -$9,7652022Revenue 2023: $91,357Expenses 2023: $89,999Net Income 2023: $1,3582023Revenue 2024: $136,784Expenses 2024: $125,099Net Income 2024: $11,6852024

Highlighted filing

2024

Revenue$136,784
Expenses$125,099
Net Income$11,685
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,421,264
Liabilities
$0
Net assets
$1,421,264
Revenue
$136,784
Expenses
$125,099
Net income
$11,685
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.14$0.13$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.09$0.09$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.06$0.07$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.07$0.07$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.05$0.07$0.01
2019Summary only. Only limited summary data is available for this year.$1.19$0.00$1.19$0.09$0.07$0.02
2018Summary only. Only limited summary data is available for this year.$1.18$0.00$1.18$0.08$0.07$0.01
2017Summary only. Only limited summary data is available for this year.$1.16$0.00$1.16$0.06$0.06$0.00
2016Summary only. Only limited summary data is available for this year.$1.16$0.00$1.16$0.04$0.05$0.01
2015Summary only. Only limited summary data is available for this year.$1.17$0.00$1.17$0.04$0.05$0.00
2014Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.05$0.05$0.00
2013Summary only. Only limited summary data is available for this year.$1.12$0.00$1.12$0.06$0.05$0.01
2012Summary only. Only limited summary data is available for this year.$1.08$0.00$1.07$0.05$0.05$0.01
2011Summary only. Only limited summary data is available for this year.$1.05$0.00$1.05$0.06$0.05$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$146,018
Mission and Program Overview

Mission

To collect and preserve historical material and artifacts, to encourage research into localhistory and to offer historical education opportunities to the community.

Collecting and preserving the history of the town of harvard massachusetts

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,180,524$1,421,264▲ $240,740
Investments Other Securities$405,589$705,286▲ $299,697
Land, Buildings, and Equipment, Net$534,727$534,532▼ $195
Investments Program Related$52,652--
Cash and Non-Interest-Bearing Accounts$19,558$14,747▼ $4,811
Inventories for Sale or Use$2,772$1,473▼ $1,299
Total Assets$1,180,524$1,421,264▲ $240,740
Other Assets Total$165,226$165,226→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,180,524$1,421,264▲ $240,740
Total Liabilities and Net Assets / Fund Balance$1,180,524$1,421,264▲ $240,740

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$315,019$523,341$838,360
Other Land Buildings$96,452$82,344$178,796
Land$123,061-$123,061
Equipment-$29,930$29,930
Other Assets Org$165,226--
Other Securities$88,005--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Steve AbramsPresident
Melissa Marteney1st Vice President
Denis Wagner2nd Vice President
Carol LandryDirector
Christie GlynnDirector
Claire RindenelloDirector
Dave MarteneyDirector
Eliza CutlerDirector
Joan BlueDirector
Pat JenningsDirector
Ruthann BakunDirector
Theodore MaxantDirector
Jenny PurcellCorresponding Secretar
Carlene PhillipsRecording Secretary
Donald SiegristTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$60,521
Program Service Revenue
$10,804
Investment Income
$64,659
Other Revenue
$800
All Other Contributions
$47,675
Change in Net Assets
$11,685
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$125,099
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$60,434$2,823-$63,257
Depreciation Depletion-$30,563-$30,563
Fees for Services Other-$7,307-$7,307
Insurance$5,778--$5,778
Fees for Services Accounting-$2,650-$2,650
Other Expenses$2,611--$2,611
All Other Expenses-$215-$215
Fees for Service Investment Mgmnt Fees-$2-$2
Total Functional Expenses$81,539$43,560$0$125,099
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

Part VI Line 6

“DUES PAYING MEMBERS”

Part VI Line 7A

“All members present vote on officers at annual meeting”

Part VI Line 11B

“Reviewed by members of the board of directors prior to filing”

Part VI Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Harvard Historical Society
EIN
04-6169825
In Care Of
% DONALD SIEGRIST
Phone
9784569825
Address
PO BOX 542, HARVARD, MA 01451

Signing Officer

Name
Donald Siegrist
Title
Treasurer
Phone
9784569825
Signed
2025-11-03

Organization Details

Principal Officer
Donald W Siegrist
Formed
1900
Legal Domicile
Ma
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
25
Raw XML AppendixShowing 400 of 431 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/OtherLandBuildingsGrp/DepreciationAmt082344
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IRS990ScheduleD/OtherSecuritiesGrp/Desc1FIDELITYMUSEUM FUND
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DUES PAYING MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL MEMBERS PRESENT VOTE ON OFFICERS AT ANNUAL MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED BY MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
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