Civic Intelligence

Block Island Historical Society

EIN 05-6057099 • 501(c)3 • Block Island, RI

Profile

To procure and preserve objects an records pertaining to the history of block island, ri and to encourage and promote study of the history of block island, and to preserve the historic woonsocket house

PO Box 79Block Island, RI 02807

blockislandhistorical.org

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.04x

Higher debt load relative to assets than 43% of similar nonprofits.

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

Liabilities / Revenue

72nd percentile

0.28x

Higher debt load relative to revenue than 72% of similar nonprofits.

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

Net Margin

62nd percentile

11%

Higher net margin than 62% 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

44th percentile

1.4%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

77th percentile

35%

Faster revenue growth than 77% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$1,674,758

Up $23,811 (+1.4%) from 2023

Liabilities

Flat

$59,800

Flat from 2023

Net Assets

Up

$1,614,958

Up $23,811 (+1.5%) from 2023

Operations
Liabilities / Revenue72nd percentileNet Margin62nd percentile

Revenue

Up

$216,764

Up $56,045 (+35%) from 2023

Expenses

Down

$192,952

Down $19,455 (-9.2%) from 2023

Net Income

Up

$23,812

Up $75,500 (+146%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $295,413Liabilities 2010: $02010Assets 2011: $355,699Net Assets 2011: $355,6992011Assets 2013: $443,928Liabilities 2013: $0Net Assets 2013: $443,9282013Assets 2014: $525,260Liabilities 2014: $0Net Assets 2014: $525,2602014Assets 2015: $564,461Liabilities 2015: $0Net Assets 2015: $564,4612015Assets 2016: $1,756,700Liabilities 2016: $0Net Assets 2016: $1,756,7002016Assets 2017: $1,447,875Liabilities 2017: $0Net Assets 2017: $1,447,8752017Assets 2018: $1,471,004Liabilities 2018: $0Net Assets 2018: $1,471,0042018Assets 2019: $1,505,973Liabilities 2019: $0Net Assets 2019: $1,505,9732019Assets 2020: $1,546,351Liabilities 2020: $20,507Net Assets 2020: $1,525,8442020Assets 2021: $1,690,294Liabilities 2021: $59,800Net Assets 2021: $1,630,4942021Assets 2022: $1,702,635Liabilities 2022: $59,800Net Assets 2022: $1,642,8352022Assets 2023: $1,650,947Liabilities 2023: $59,800Net Assets 2023: $1,591,1472023Assets 2024: $1,674,758Liabilities 2024: $59,800Net Assets 2024: $1,614,9582024

Highlighted filing

2024

Assets$1,674,758
Liabilities$59,800
Net Assets$1,614,958
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $187,785Expenses 2010: $181,864Net Income 2010: $5,9212010Revenue 2011: $166,741Expenses 2011: $106,455Net Income 2011: $60,2862011Revenue 2013: $313,511Expenses 2013: $128,495Net Income 2013: $185,0162013Revenue 2014: $220,991Expenses 2014: $139,659Net Income 2014: $81,3322014Revenue 2015: $208,267Expenses 2015: $169,066Net Income 2015: $39,2012015Revenue 2016: $1,329,276Expenses 2016: $137,035Net Income 2016: $1,192,2412016Revenue 2017: $163,943Expenses 2017: $472,768Net Income 2017: -$308,8252017Revenue 2018: $192,619Expenses 2018: $169,490Net Income 2018: $23,1292018Revenue 2019: $223,410Expenses 2019: $188,441Net Income 2019: $34,9692019Revenue 2020: $136,395Expenses 2020: $116,525Net Income 2020: $19,8702020Revenue 2021: $262,648Expenses 2021: $178,505Net Income 2021: $84,1432021Revenue 2022: $189,661Expenses 2022: $177,320Net Income 2022: $12,3412022Revenue 2023: $160,719Expenses 2023: $212,407Net Income 2023: -$51,6882023Revenue 2024: $216,764Expenses 2024: $192,952Net Income 2024: $23,8122024

Highlighted filing

2024

Revenue$216,764
Expenses$192,952
Net Income$23,812
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,674,758
Liabilities
$59,800
Net assets
$1,614,958
Revenue
$216,764
Expenses
$192,952
Net income
$23,812
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.67$0.06$1.61$0.22$0.19$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.65$0.06$1.59$0.16$0.21$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.70$0.06$1.64$0.19$0.18$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.69$0.06$1.63$0.26$0.18$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.55$0.02$1.53$0.14$0.12$0.02
2019Summary only. Only limited summary data is available for this year.$1.51$0.00$1.51$0.22$0.19$0.03
2018Summary only. Only limited summary data is available for this year.$1.47$0.00$1.47$0.19$0.17$0.02
2017Summary only. Only limited summary data is available for this year.$1.45$0.00$1.45$0.16$0.47$0.31
2016Summary only. Only limited summary data is available for this year.$1.76$0.00$1.76$1.33$0.14$1.19
2015Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$0.21$0.17$0.04
2014Summary only. Only limited summary data is available for this year.$0.53$0.00$0.53$0.22$0.14$0.08
2013Summary only. Only limited summary data is available for this year.$0.44$0.00$0.44$0.31$0.13$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.36$0.17$0.11$0.06
2010Summary only. Only limited summary data is available for this year.$0.30$0.00$0.19$0.18$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.0
Gross Receipts
$269,634
Mission and Program Overview

Mission

To procure and preserve objects an records pertaining to the history of block island, ri and to encourage and promote study of the history of block island, and to preserve the historic woonsocket house

To procure and preserve objects and records pertaining to the history of block island, rhode island, and to encourage and promote the study of the history of block island

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$767,450$794,807▲ $27,357
Rtn Earn Endowment Incm Other Fnds$778,914$794,807▲ $15,893
Land, Buildings, and Equipment, Net$640,442$627,264▼ $13,178
Pd in Cap Srpls Land Bldg Eqp Fund$640,442$627,264▼ $13,178
Cap Stk Tr Prin Current Funds$171,791$192,887▲ $21,096
Cash and Non-Interest-Bearing Accounts$114,416$149,255▲ $34,839
Savings and Temporary Cash Investments$99,385$69,425▼ $29,960
Inventories for Sale or Use$29,254$34,007▲ $4,753
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0--
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,650,947$1,674,758▲ $23,811
Other Assets Total$0$0→ $0
Liabilities
Grants Payable$59,800$59,800→ $0
Accounts Payable and Accrued Expenses$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$59,800$59,800→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,591,147$1,614,958▲ $23,811
Total Liabilities and Net Assets / Fund Balance$1,650,947$1,674,758▲ $23,811

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$452,915$74,208$527,123
Buildings$154,349$145,651$300,000
Land$20,000-$20,000
Other Land Buildings$0$0$0
Equipment$0$0$0
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Robert Champagne-willisPresident
Martha BallVice-president
Allison DodgeDirector
Gerald AbbottDirector
John MottDirector
Joseph BudaDirector
Kristine MonjeDirector
Mary AndersonDirector
Paige GaffettDirector
Susan HagedornDirector
Wendy MillsDirector
Sharon LehmanSecretary
Shirlyne GobernTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$97,643
Program Service Revenue
$22,016
Investment Income
$78,889
Other Revenue
$18,216
All Other Contributions
$44,812
Change in Net Assets
$23,812

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$98,509
Salaries, Compensation, and Employee Benefits$94,443
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$79,381$0$0$79,381
Occupancy$41,221$0$0$41,221
Insurance$13,602$0$0$13,602
Depreciation Depletion$13,178$0$0$13,178
Office Expenses$0$12,902$0$12,902
Information Technology$9,486$0$0$9,486
Payroll Taxes$8,064$0$0$8,064
Other Employee Benefits$6,998$0$0$6,998
Interest$0$3,071-$3,071
Advertising$2,549$0$0$2,549
Fees for Services Accounting$2,477$0$0$2,477
Travel$23$0$0$23
Total Functional Expenses$176,979$15,973$0$192,952
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
GALA Fundraiser$29,220$29,220$0$29,220
Total Events$29,220$29,220$11,769$17,451
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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

Form 990, Part VI, Section A, Line 6

“The block island historical society is comprised of members who either renew each year or pay a one time membership to be life members.”

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

“Members of the block island historical society vote at annual meeting on the slate of the board of directors for the next year.”

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

“At a regularly called meeting of the board of directors of the block island historical society, the president presented the completed 990 for the calendar year 2024 and explained the form and related schedules.”

Form 990, Part VI, Section C, Line 19

“The bylaws of the block island historical society are available on the society's website as well as at the headquarters at the woonsocket house on block island. There is no conflict of interest policy. Financial statements are made available to members of the society at annual meeting and are also available at the headquarters at the woonsocket house on block island.”

Filing and Contact Details

Filer

Filer Name
Block Island Historical Society
EIN
05-6057099
Phone
4014662481
Address
PO BOX 79, BLOCK ISLAND, RI 02807

Signing Officer

Name
Robert Champagne-Willis
Title
President
Phone
8026762603
Signed
2025-11-10

Organization Details

Principal Officer
Robert Champagne-Willis
Formed
1942
Legal Domicile
Ri
Voting Board Members
13
Independent Board Members
13
Employees
7
Volunteers
10
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“ROUNDING ADJUSTMENT”

Financial Statement Notes

Schedule D, Part III, Line 1

“The block island historical society has an extensive collection of artifacts and documents pertaining to the history of block island, ri. Many items hold an unestimatable value to the history of block island, but almost no value outside of the context of block island.”

Schedule D, Part III, Line 4

“The block island historical society was created to archive and display a collection of block island historical aftifacts from the estate of lucretia (mott) ball. Since that time, multiple artifacts and documents have been added to the collection. Part of the society's mission is to collect, restore and display the artifacts of block island history.”

Raw XML AppendixShowing 400 of 769 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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IRS990/Form990PartVIISectionAGrp/PersonNm2SHARON LEHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3SHIRLYNE GOBERN
IRS990/Form990PartVIISectionAGrp/PersonNm4MARY ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm5SUSAN HAGEDORN
IRS990/Form990PartVIISectionAGrp/PersonNm6GERALD ABBOTT
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IRS990/Form990PartVIISectionAGrp/PersonNm8KRISTINE MONJE
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