Civic Intelligence

Jamestown Historical Society

EIN 05-6017148 • 501(c)3 • Jamestown, RI

Profile

To collect,preserve and share the heritage of jamestown ri

PO Box 156Jamestown, RI 02835

www.jamestownhistoricalsociety.org

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

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

Liabilities / Revenue

38th percentile

0.03x

Higher debt load relative to revenue than 38% of similar nonprofits.

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

Net Margin

90th percentile

51%

Higher net margin than 90% of similar nonprofits.

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

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

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

Asset Growth

75th percentile

16%

Faster asset growth than 75% of similar nonprofits.

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

Revenue Growth

63rd percentile

16%

Faster revenue growth than 63% of similar nonprofits.

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

Assets

Up

$1,871,994

Up $254,402 (+16%) from 2023

Liabilities

Up

$5,560

Up $4,928 (+780%) from 2023

Net Assets

Up

$1,866,434

Up $249,474 (+15%) from 2023

Revenue

Up

$196,277

Up $27,741 (+16%) from 2023

Expenses

Down

$95,512

Down $33,000 (-26%) from 2023

Net Income

Up

$100,765

Up $60,741 (+152%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $672,629Liabilities 2010: $0Net Assets 2010: $672,6292010Assets 2011: $673,448Liabilities 2011: $0Net Assets 2011: $673,4482011Assets 2012: $736,277Liabilities 2012: $0Net Assets 2012: $736,2772012Assets 2013: $807,431Liabilities 2013: $0Net Assets 2013: $807,4312013Assets 2014: $822,194Liabilities 2014: $0Net Assets 2014: $822,1942014Assets 2015: $968,449Liabilities 2015: $392Net Assets 2015: $968,0572015Assets 2016: $1,008,732Liabilities 2016: $327Net Assets 2016: $1,008,4052016Assets 2017: $1,127,983Liabilities 2017: $245Net Assets 2017: $1,127,7382017Assets 2018: $1,066,368Liabilities 2018: $534Net Assets 2018: $1,065,8342018Assets 2019: $1,231,950Liabilities 2019: $198Net Assets 2019: $1,231,7522019Assets 2020: $1,355,516Liabilities 2020: $2,351Net Assets 2020: $1,353,1652020Assets 2021: $1,593,166Liabilities 2021: $1,142Net Assets 2021: $1,592,0242021Assets 2022: $1,410,358Liabilities 2022: $0Net Assets 2022: $1,410,3582022Assets 2023: $1,617,592Liabilities 2023: $632Net Assets 2023: $1,616,9602023Assets 2024: $1,871,994Liabilities 2024: $5,560Net Assets 2024: $1,866,4342024

Highlighted filing

2024

Assets$1,871,994
Liabilities$5,560
Net Assets$1,866,434

Operations Trend

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

$200K$150K$100K$50K$0Expenses 2010: $72,1082010Expenses 2011: $41,3562011Expenses 2012: $51,4552012Revenue 2013: $79,832Expenses 2013: $71,634Net Income 2013: $8,1982013Revenue 2014: $70,811Expenses 2014: $70,328Net Income 2014: $4832014Revenue 2015: $102,849Expenses 2015: $48,429Net Income 2015: $54,4202015Revenue 2016: $79,515Expenses 2016: $70,234Net Income 2016: $9,2812016Revenue 2017: $96,132Expenses 2017: $77,304Net Income 2017: $18,8282017Revenue 2018: $86,984Expenses 2018: $69,803Net Income 2018: $17,1812018Revenue 2019: $81,906Expenses 2019: $68,797Net Income 2019: $13,1092019Revenue 2020: $61,288Expenses 2020: $59,398Net Income 2020: $1,8902020Revenue 2021: $83,491Expenses 2021: $49,039Net Income 2021: $34,4522021Revenue 2022: $117,402Expenses 2022: $70,944Net Income 2022: $46,4582022Revenue 2023: $168,536Expenses 2023: $128,512Net Income 2023: $40,0242023Revenue 2024: $196,277Expenses 2024: $95,512Net Income 2024: $100,7652024

Highlighted filing

2024

Revenue$196,277
Expenses$95,512
Net Income$100,765

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.01$1.87$0.20$0.10$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.17$0.13$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.12$0.07$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.08$0.05$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.35$0.06$0.06$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.08$0.07$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.09$0.07$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.10$0.08$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.08$0.07$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.10$0.05$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.07$0.07$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.08$0.07$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.00$0.74$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 11, 2025
Return Version
2024v5.0
Gross Receipts
$197,406
Mission and Program Overview

Mission

To collect,preserve and share the heritage of jamestown ri

To collect, preserve and share the heritage of jamestown rhode island

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$585,026$630,306▲ $45,280
Land, Buildings, and Equipment, Net$171,403$175,205▲ $3,802
Savings and Temporary Cash Investments$82,988$158,477▲ $75,489
Cash and Non-Interest-Bearing Accounts$75,235$68,022▼ $7,213
Investments in Publicly Traded Securities$11,318--
Inventories for Sale or Use$3,064$2,446▼ $618
Pledges and Grants Receivable$1,000--
Total Assets$1,617,592$1,871,994▲ $254,402
Other Assets Total$687,558$837,538▲ $149,980
Liabilities
Accounts Payable and Accrued Expenses$632$5,560▲ $4,928
Total Liabilities$632$5,560▲ $4,928
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$748,979$1,018,896▲ $269,917
Net Assets With Donor Restrictions$867,981$847,538▼ $20,443
Total Net Assets Fund Balance$1,616,960$1,866,434▲ $249,474
Total Liabilities and Net Assets / Fund Balance$1,617,592$1,871,994▲ $254,402

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$169,759$131,239$300,998
Other Land Buildings$5,446$18,596$24,042
Other Assets Org$837,538--
Other Securities$630,306--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$781,530$13,000▲ $6,145-$837,538
2023$712,712$4,000▲ $28,644-$781,530
2022$844,282$11,000▼ $36,800-$712,712
2021$736,412-▲ $24,415-$844,282
2020$675,947$7,500▲ $21,418-$736,412
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$138,376
Program Service Revenue
$33,246
Investment Income
$18,752
Other Revenue
$5,903
All Other Contributions
$125,808
Change in Net Assets
$100,765

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$95,512
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$22,547--$22,547
Depreciation Depletion$16,032--$16,032
Other Expenses$8,756--$8,756
Office Expenses-$8,276-$8,276
Insurance$5,814--$5,814
Fees for Services Accounting-$1,075-$1,075
Total Functional Expenses$86,161$9,351$0$95,512
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
Annual disclosure for covered persons
Yes
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
Yes
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 SOCIETY HAS MEMBERS.

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

The board and the officers are elected by the members of the society at the annual meeting in august of each year.

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

The 990 has been prepared by the society's accountant, reviewed by the treasurer and the executive committee of the society and corrections and changes were made as necessary. A copy of the 990 is made available to the board for review prior to filing.

Form 990, Page 6, Part VI, Line 12C

Board members review this policy annually and complete a disclosure form identifying any relationships, positions or circumstances in which they are involved that they believe could contribute to a conflict of interest. The board members are asked at the beginning of each meeting if any conflicts have arisen.

Form 990, Page 6, Part VI, Line 19

The organization makes its governning documents and tax returns available upon request.

Filing and Contact Details

Filer

Filer Name
Jamestown Historical Society
EIN
05-6017148
Phone
4016401800
Address
PO BOX 156, JAMESTOWN, RI 02835

Signing Officer

Name
Rosemary Enright
Title
Treasurer
Phone
4014230784
Signed
2025-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rosemary Enright
Formed
1912
Legal Domicile
Ri
Voting Board Members
18
Independent Board Members
18
Employees
0

Preparer

Firm
Susan Hackman CPA
Address
47 BOW ST, JAMESTOWN, RI 02835-2620
Preparer
Susan Hackman
Phone
4015250373
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Change in value in beneficial assets held by other 43,008

Financial Statement Notes

Schedule D, Page 1, Part III, Line 1A

The society's collections shall include objects that pertain to the history of the community of jamestown ri and are consistent with the mission of the society to collect, preserve, and share the heritage of jamestown. The collection shall include historical artifacts, including buildings of historic interest, works of art, costumes, and textiles; photographs; and archival materials, such as maps, architectural drawings, books, newspaper articles, and manuscripts.

Schedule D, Page 2, Part V, Line 4

Endowment funds are used to generate annual income to support the programs and mission of the organization

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IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0TO COLLECT, PRESERVE AND SHARE THE HERITAGE OF JAMESTOWN RI
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IRS990/Organization501c3Ind0X
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IRS990/PrincipalOfficerNm0ROSEMARY ENRIGHT
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IRS990/ReportInvestmentsOtherSecInd0true
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IRS990/RoyaltiesRevenueGrp/ExclusionAmt0371
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleD/CollectionUsedPreservationInd0X
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SOCIETY'S COLLECTIONS SHALL INCLUDE OBJECTS THAT PERTAIN TO THE HISTORY OF THE COMMUNITY OF JAMESTOWN RI AND ARE CONSISTENT WITH THE MISSION OF THE SOCIETY TO COLLECT, PRESERVE, AND SHARE THE HERITAGE OF JAMESTOWN. THE COLLECTION SHALL INCLUDE HISTORICAL ARTIFACTS, INCLUDING BUILDINGS OF HISTORIC INTEREST, WORKS OF ART, COSTUMES, AND TEXTILES; PHOTOGRAPHS; AND ARCHIVAL MATERIALS, SUCH AS MAPS, ARCHITECTURAL DRAWINGS, BOOKS, NEWSPAPER ARTICLES, AND MANUSCRIPTS.

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