Civic Intelligence

Marshfield Historical Society Inc

EIN 04-6186884 • 501(c)3 • Marshfield, MA

Profile

Preserve historic structures; collect, display and preserve artifacts, archives and photographs; and educate and inform the public about the history of marshfield through open houses, guest lectures, & host cultural/historical events.

PO Box 1244 65 Webster StreetMarshfield, MA 02050

marshfieldhistoricalsociety.com

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 2018

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

14th percentile

-22%

Higher net margin than 14% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2018

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 2018

Asset Growth

38th percentile

-1.0%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

13th percentile

-29%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$662,827

Down $6,973 (-1.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$662,827

Down $6,973 (-1.0%) from 2017

Revenue

Down

$10,362

Down $4,187 (-29%) from 2017

Expenses

Down

$12,692

Down $848 (-6.3%) from 2017

Net Income

Down

-$2,330

Down $3,339 (-331%) from 2017

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $464,727Liabilities 2011: $02011Assets 2012: $466,150Liabilities 2012: $02012Assets 2014: $481,898Liabilities 2014: $0Net Assets 2014: $481,8982014Assets 2015: $479,411Liabilities 2015: $0Net Assets 2015: $479,4112015Assets 2016: $662,800Liabilities 2016: $02016Assets 2017: $669,800Liabilities 2017: $0Net Assets 2017: $669,8002017Assets 2018: $662,827Liabilities 2018: $0Net Assets 2018: $662,8272018

Highlighted filing

2018

Assets$662,827
Liabilities$0
Net Assets$662,827

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2011: $14,764Expenses 2011: $21,158Net Income 2011: -$6,3942011Revenue 2012: $14,964Expenses 2012: $13,541Net Income 2012: $1,4232012Revenue 2014: $12,243Expenses 2014: $18,093Net Income 2014: -$5,8502014Revenue 2015: $15,151Expenses 2015: $17,638Net Income 2015: -$2,4872015Revenue 2016: $13,935Expenses 2016: $17,727Net Income 2016: -$3,7922016Revenue 2017: $14,549Expenses 2017: $13,540Net Income 2017: $1,0092017Revenue 2018: $10,362Expenses 2018: $12,692Net Income 2018: -$2,3302018

Highlighted filing

2018

Revenue$10,362
Expenses$12,692
Net Income-$2,330

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$18,773
Mission and Program Overview

Mission

Operate Historical Museum

Preserve historic structures; collect, display and preserve artifacts, archives and photographs; and educate and inform the public about the history of marshfield through open houses, guest lectures, & host cultural/historical events.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$669,800$662,827▼ $6,973
Land, Buildings, and Equipment, Net$525,700$525,700→ $0
Investments in Publicly Traded Securities$56,861$53,548▼ $3,313
Cash and Non-Interest-Bearing Accounts$11,814$8,154▼ $3,660
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$669,800$662,827▼ $6,973
Other Assets Total$75,425$75,425→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$669,800$662,827▼ $6,973
Total Liabilities and Net Assets / Fund Balance$669,800$662,827▼ $6,973

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$344,800-$344,800
Land$180,900-$180,900
Other Assets Org$75,425--
Compensation and Service Providers

Board Members and Trustees

NameTitle
David WelchPresident
Allen UhlerVice President
Cindy CastroVice President
Bill FrugoliDirector
Glenn McdonaldDirector
Jane DavidsonDirector
Patrick OverstreetDirector
Paul BowersDirector
Timothy DavidsonDirector
Dorothy MelcherDirector/curator
Barbara PearsonSecretary
GLORIA O'GRADYTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,220
Program Service Revenue
$3,364
Investment Income
$23
Other Revenue
$4,755
All Other Contributions
$335
Change in Net Assets
$-2,330
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,692
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-$2,678-$2,678
Conferences and Meetings-$1,345-$1,345
Other Expenses-$565-$565
All Other Expenses-$500-$500
Advertising-$459-$459
Information Technology-$311-$311
Total Functional Expenses$0$12,692$0$12,692
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$142
Fundraising Direct Expenses$0
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, Part VI, Section A, Line 6

The members of the corporation shall be those persons who have made an unrestricted contribution, or annual dues, to the general operating expenses of the corporation in a fixed sum as determined by the annual meeting each year by the board of directors. When dues are paid in full, membership is effective immediately for the remainder of the membership cycle. Any member may resign as such at any time by written notice to the clerk of the corporation. Memberships may be terminated for cause in accordance with procedures determined by the board of directors.

Form 990, Part VI, Section A, Line 7A

All members in good standing shall have the same voting rights and privileges of membership. Each member in good standing shall have the right to cast one vote upon any matter that is a subject of any vote by the members. Each member is entitled to cast (1) vote. Any matter that is the subject of a vote may be decided upon by a majority of vote of the members present. Unless otherwise required by law. Voting by proxy at meetings shall not be permitted. The board of directors are elected by the members at the annual meeting.

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

The organization's governing body was provided with a copy of the form 990 prior to filing. Any review comments were to be provided to the treasurer prior to filing and incorporated in the filing. If there are additional comments received after filing, the treasurer will evaluate those comments and if there are any material changes to the form 990 as previously filed, an amended form 990 will be filed.

Form 990, Part VI, Section C, Line 19

The organization will make its governing documents, conflict of interest policy, and financial statements available to the public upon request. Significant portions of this information is readily available online through various state and independent agencies as well.

Filing and Contact Details

Filer

Filer Name
Marshfield Historical Society Inc
EIN
04-6186884
Phone
7818340100
Address
PO BOX 1244 65 WEBSTER STREET, MARSHFIELD, MA 02050

Signing Officer

Name
David Welch
Title
President
Phone
7818340100
Signed
2019-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Welch
Formed
1913
Legal Domicile
Ma
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
100

Preparer

Firm
Nielsen Mcdonough & Company LLC
Address
892 PLAIN STREET, MARSHFIELD, MA 02050
Preparer
Michael S Mcdonough
Phone
8667130419
Supplemental Narrative

Financial Statement Notes

PART III, LINE 4: DESCRIPTION OF COLLECTIONS

As stated in our mission, marshfield historical society collects, displays and preserves artifacts, archives and photographs of the town of marshfield. The collection includes such paper documents as deeds, surveyor's plot plans, letters, articles, newspaper clippings, diaries, letters, photographs; objects of clothing, furniture, farming tools, household items, organs; and written reports, histories, letters, personal notes and notebooks. All these items are typical of the collection of a small town history museum. Collecting, displaying and preserving these kinds of artifacts, archives and photographs is our very reason for existence and are our charitable purpose.

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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt066
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0181
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0302
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0395
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0697
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt066
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0181
IRS990ScheduleA/InvestmentIncomeCYPct00.00270
IRS990ScheduleA/InvestmentIncomePYPct00.00260
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt08119
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt08394
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt06746
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt05871
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt04947
IRS990ScheduleA/OtherIncome509Grp/TotalAmt034077
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.48070
IRS990ScheduleA/PublicSupportPY509Pct00.68810
IRS990ScheduleA/PublicSupportTotal509Amt031710
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02220
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt09244
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07230
IRS990ScheduleA/Total509Grp/TotalAmt031710
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt010362
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt014672
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt013540
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt015151
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt012243
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt065968
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0344800
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0344800
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/HeldWorksArtGrp/AssetsIncludedAmt075425
IRS990ScheduleD/LandGrp/BookValueAmt0180900
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0180900
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt075425
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0HISTORICAL COLLECTION VALUE
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS STATED IN OUR MISSION, MARSHFIELD HISTORICAL SOCIETY COLLECTS, DISPLAYS AND PRESERVES ARTIFACTS, ARCHIVES AND PHOTOGRAPHS OF THE TOWN OF MARSHFIELD. THE COLLECTION INCLUDES SUCH PAPER DOCUMENTS AS DEEDS, SURVEYOR'S PLOT PLANS, LETTERS, ARTICLES, NEWSPAPER CLIPPINGS, DIARIES, LETTERS, PHOTOGRAPHS; OBJECTS OF CLOTHING, FURNITURE, FARMING TOOLS, HOUSEHOLD ITEMS, ORGANS; AND WRITTEN REPORTS, HISTORIES, LETTERS, PERSONAL NOTES AND NOTEBOOKS. ALL THESE ITEMS ARE TYPICAL OF THE COLLECTION OF A SMALL TOWN HISTORY MUSEUM. COLLECTING, DISPLAYING AND PRESERVING THESE KINDS OF ARTIFACTS, ARCHIVES AND PHOTOGRAPHS IS OUR VERY REASON FOR EXISTENCE AND ARE OUR CHARITABLE PURPOSE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 4: DESCRIPTION OF COLLECTIONS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0525700
IRS990ScheduleD/TotalBookValueOtherAssetsAmt075425
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERS OF THE CORPORATION SHALL BE THOSE PERSONS WHO HAVE MADE AN UNRESTRICTED CONTRIBUTION, OR ANNUAL DUES, TO THE GENERAL OPERATING EXPENSES OF THE CORPORATION IN A FIXED SUM AS DETERMINED BY THE ANNUAL MEETING EACH YEAR BY THE BOARD OF DIRECTORS. WHEN DUES ARE PAID IN FULL, MEMBERSHIP IS EFFECTIVE IMMEDIATELY FOR THE REMAINDER OF THE MEMBERSHIP CYCLE. ANY MEMBER MAY RESIGN AS SUCH AT ANY TIME BY WRITTEN NOTICE TO THE CLERK OF THE CORPORATION. MEMBERSHIPS MAY BE TERMINATED FOR CAUSE IN ACCORDANCE WITH PROCEDURES DETERMINED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL MEMBERS IN GOOD STANDING SHALL HAVE THE SAME VOTING RIGHTS AND PRIVILEGES OF MEMBERSHIP. EACH MEMBER IN GOOD STANDING SHALL HAVE THE RIGHT TO CAST ONE VOTE UPON ANY MATTER THAT IS A SUBJECT OF ANY VOTE BY THE MEMBERS. EACH MEMBER IS ENTITLED TO CAST (1) VOTE. ANY MATTER THAT IS THE SUBJECT OF A VOTE MAY BE DECIDED UPON BY A MAJORITY OF VOTE OF THE MEMBERS PRESENT. UNLESS OTHERWISE REQUIRED BY LAW. VOTING BY PROXY AT MEETINGS SHALL NOT BE PERMITTED. THE BOARD OF DIRECTORS ARE ELECTED BY THE MEMBERS AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING BODY WAS PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO FILING. ANY REVIEW COMMENTS WERE TO BE PROVIDED TO THE TREASURER PRIOR TO FILING AND INCORPORATED IN THE FILING. IF THERE ARE ADDITIONAL COMMENTS RECEIVED AFTER FILING, THE TREASURER WILL EVALUATE THOSE COMMENTS AND IF THERE ARE ANY MATERIAL CHANGES TO THE FORM 990 AS PREVIOUSLY FILED, AN AMENDED FORM 990 WILL BE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. SIGNIFICANT PORTIONS OF THIS INFORMATION IS READILY AVAILABLE ONLINE THROUGH VARIOUS STATE AND INDEPENDENT AGENCIES AS WELL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
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/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0669800
IRS990/TotalAssetsEOYAmt0662827
IRS990/TotalAssetsGrp/BOYAmt0669800
IRS990/TotalAssetsGrp/EOYAmt0662827
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02220
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt012692
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0662827
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt012601
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt02869
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt02869
IRS990/TotalProgramServiceExpensesAmt012692
IRS990/TotalProgramServiceRevenueAmt03364
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt010362
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0662827
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0134 GOTHAM HILL ROAD
IRS990/USAddress/CityNm0MARSHFIELD
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002050
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0MARSHFIELDHISTORICALSOCIETY.COM
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01

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