Civic Intelligence

Sudbury Historical Society Inc

EIN 04-6193032 • 501(c)3 • Sudbury, MA

Profile

The Sudbury Historical Society (SHS) is dedicated to bringing the rich history of the Sudbury Plantation into the lives and activities of the people of Sudbury. As a non-profit organization, the society depends on donations of time, money and artifacts from our members, citizens and businesses in Sudbury, as well as from people around the country who support our mission. In 2020, the Society moved next door to the Loring Parsonage, where it operates the new Sudbury History Center and Museum, which opened in July, 2021. As an organization, we: -Educate and interest the citizens of Sudbury in a finer public spirit, through understanding of the traditions and history of the town. -Collect, study and conserve artifacts and records relating to the history of Sudbury and its people. Provide public programs and events relevant to the local history of Sudbury. -Provide age appropriate educational materials, research and tours related to the town's history for the town's children and students.

288 Old Sudbury RoadSudbury, MA 01776

www.sudbury01776.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

15th percentile

-47%

Higher net margin than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

95th percentile

$63,461

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 63.4% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

36th percentile

-15%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

18th percentile

-50%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$279,184

Down $47,351 (-15%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$279,184

Down $47,351 (-15%) from 2024

Revenue

Down

$100,020

Down $99,382 (-50%) from 2024

Expenses

Down

$147,371

Down $3,017 (-2.0%) from 2024

Net Income

Down

-$47,351

Down $96,365 (-197%) from 2024

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2009: $41,629Liabilities 2009: $252009Assets 2010: $39,932Liabilities 2010: $52010Assets 2015: $127,683Liabilities 2015: $44,3322015Assets 2016: $164,877Liabilities 2016: $0Net Assets 2016: $164,8772016Assets 2017: $328,160Liabilities 2017: $41,667Net Assets 2017: $286,4932017Assets 2018: $312,513Liabilities 2018: $0Net Assets 2018: $312,5132018Assets 2019: $284,000Liabilities 2019: $02019Assets 2020: $301,151Liabilities 2020: $02020Assets 2021: $277,307Liabilities 2021: $02021Assets 2022: $305,154Liabilities 2022: $02022Assets 2023: $277,521Liabilities 2023: $0Net Assets 2023: $277,5212023Assets 2024: $326,535Liabilities 2024: $0Net Assets 2024: $326,5352024Assets 2025: $279,184Liabilities 2025: $0Net Assets 2025: $279,1842025

Highlighted filing

2025

Assets$279,184
Liabilities$0
Net Assets$279,184

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2009: $9,800Expenses 2009: $18,701Net Income 2009: -$8,9012009Revenue 2010: $8,909Expenses 2010: $10,586Net Income 2010: -$1,6772010Revenue 2015: $60,971Expenses 2015: $47,228Net Income 2015: $13,7432015Revenue 2016: $406,552Expenses 2016: $368,594Net Income 2016: $37,9582016Revenue 2017: $224,358Expenses 2017: $81,977Net Income 2017: $142,3812017Revenue 2018: $99,742Expenses 2018: $73,722Net Income 2018: $26,0202018Revenue 2019: $65,849Expenses 2019: $94,362Net Income 2019: -$28,5132019Revenue 2020: $74,750Expenses 2020: $57,599Net Income 2020: $17,1512020Revenue 2021: $63,996Expenses 2021: $87,840Net Income 2021: -$23,8442021Revenue 2022: $116,335Expenses 2022: $112,332Net Income 2022: $4,0032022Revenue 2023: $80,127Expenses 2023: $107,760Net Income 2023: -$27,6332023Revenue 2024: $199,402Expenses 2024: $150,388Net Income 2024: $49,0142024Revenue 2025: $100,020Expenses 2025: $147,371Net Income 2025: -$47,3512025

Highlighted filing

2025

Revenue$100,020
Expenses$147,371
Net Income-$47,351

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Oct 15, 2025
Return Version
2024v5.0
Gross Receipts
$100,020
Mission and Program Overview

Mission

The Sudbury Historical Society is dedicated to bringing the rich history of the Sudbury Plantation into the lives and activities of the people of Sudbury. A non-profit organization, the society depends on donations of time, money and artifacts from our members, citizens and businesses in Sudbury, and Sudbury-minded people around the country. The Society was founded in 1956 by history-minded citizens of Sudbury. In 1970, it absorbed the Goodman Society (founded in 1890) its predecessor Historical and Improvement Society. Since 1998, thanks to the generosity of the town's selectman, the Society has been headquartered in the Second Floor of the Sudbury Town Hall. In 2019, the Society will start to move next door to the Loring Parsonage where it will operate the new Sudbury History Center.

The Sudbury Historical Society (SHS) is dedicated to bringing the rich history of the Sudbury Plantation into the lives and activities of the people of Sudbury. As a non-profit organization, the society depends on donations of time, money and artifacts from our members, citizens and businesses in Sudbury, as well as from people around the country who support our mission. In 2020, the Society moved next door to the Loring Parsonage, where it operates the new Sudbury History Center and Museum, which opened in July, 2021. As an organization, we: -Educate and interest the citizens of Sudbury in a finer public spirit, through understanding of the traditions and history of the town. -Collect, study and conserve artifacts and records relating to the history of Sudbury and its people. Provide public programs and events relevant to the local history of Sudbury. -Provide age appropriate educational materials, research and tours related to the town's history for the town's children and students.

Program Services

DescriptionGrantsExpenses
The Historical Society continues to connect local residents to the unique history of our community through various activities and programs conducted each month, including historical house tours, lectures and presentation of historical archives.$0$5,911
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rachael RobinsonExecutive DirectorFT$63,461-$63,461
Francesco BuccellaArchivistFT$37,089-$37,089
Hartley JohnsonPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Sudbury Historical Society Inc
EIN
04-6193032
Phone
9784433747
Address
288 Old Sudbury Road, Sudbury, MA 01776

Signing Officer

Name
Hartley Johnson
Title
President
Phone
9784433747
Signed
2025-10-15
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Event and Programming Expenses;5911|Gift Shop Product Purchases;7900|Historical Society Operation Expenses;10847|State Sales Tax Paid;652|Operational and Building Insurance Town Umbrella;10927|Unemployment and Work Comp Insurance;1393|Bank and Credit Card Processor Fees;1064^Total;38694^

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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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