Civic Intelligence

Bartlett Historical Society

EIN 20-2424126 • 501(c)3 • Bartlett, NH

Profile

As a historical society, the organizations mission is the collection and preservation of data and items pertaining to the history of bartlett, nh, livermore, nh; and hart's location, nh as well as stimulating interest in the history of bartlett, nh, livermore, nh, and hart's location through the promotion and conducting of educational opportunities and events related to the history of these three new hampshire towns and the mount washington valley region.

PO Box 514Bartlett, NH 03812

www.bartletthistory.org

Siviq Scores

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

Liabilities / Assets

46th percentile

0.01x

Higher debt load relative to assets than 46% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.06x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

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 2024

Asset Growth

51st percentile

3.6%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-50%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$606,053

Up $21,246 (+3.6%) from 2023

Liabilities

Down

$5,342

Down $11,199 (-68%) from 2023

Net Assets

Up

$600,711

Up $32,445 (+5.7%) from 2023

Operations
Liabilities / Revenue65th percentileNet Margin86th percentile

Revenue

Down

$85,257

Down $83,670 (-50%) from 2023

Expenses

Up

$49,983

Up $25,439 (+104%) from 2023

Net Income

Down

$35,274

Down $109,109 (-76%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$800K$600K$400K$200K$0Assets 2016: $83,828Liabilities 2016: $02016Assets 2017: $152,255Liabilities 2017: $02017Assets 2018: $206,677Liabilities 2018: $02018Assets 2019: $234,015Liabilities 2019: $5,3802019Assets 2020: $279,582Liabilities 2020: $5,810Net Assets 2020: $273,7722020Assets 2021: $368,345Liabilities 2021: $6,640Net Assets 2021: $361,7052021Assets 2022: $439,233Liabilities 2022: $15,350Net Assets 2022: $423,8832022Assets 2023: $584,807Liabilities 2023: $16,541Net Assets 2023: $568,2662023Assets 2024: $606,053Liabilities 2024: $5,342Net Assets 2024: $600,7112024

Highlighted filing

2024

Assets$606,053
Liabilities$5,342
Net Assets$600,711
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

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

$200K$150K$100K$50K$0Revenue 2016: $66,301Expenses 2016: $9,936Net Income 2016: $56,3652016Revenue 2017: $76,768Expenses 2017: $8,341Net Income 2017: $68,4272017Revenue 2018: $65,297Expenses 2018: $12,187Net Income 2018: $53,1102018Revenue 2019: $51,836Expenses 2019: $18,143Net Income 2019: $33,6932019Revenue 2020: $62,833Expenses 2020: $17,696Net Income 2020: $45,1372020Revenue 2021: $98,710Expenses 2021: $10,777Net Income 2021: $87,9332021Revenue 2022: $76,153Expenses 2022: $13,858Net Income 2022: $62,2952022Revenue 2023: $168,927Expenses 2023: $24,544Net Income 2023: $144,3832023Revenue 2024: $85,257Expenses 2024: $49,983Net Income 2024: $35,2742024

Highlighted filing

2024

Revenue$85,257
Expenses$49,983
Net Income$35,274
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$606,053
Liabilities
$5,342
Net assets
$600,711
Revenue
$85,257
Expenses
$49,983
Net income
$35,274
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.06$0.05$6.01$0.85$0.50$0.35
2023Detailed filing. Detailed filing data is available for this year.$5.85$0.17$5.68$1.69$0.25$1.44
2022Detailed filing. Detailed filing data is available for this year.$4.39$0.15$4.24$0.76$0.14$0.62
2021Detailed filing. Detailed filing data is available for this year.$3.68$0.07$3.62$0.99$0.11$0.88
2020Detailed filing. Detailed filing data is available for this year.$2.80$0.06$2.74$0.63$0.18$0.45
2019Summary only. Only limited summary data is available for this year.$2.34$0.05$0.52$0.18$0.34
2018Summary only. Only limited summary data is available for this year.$2.07$0.00$0.65$0.12$0.53
2017Summary only. Only limited summary data is available for this year.$1.52$0.00$0.77$0.08$0.68
2016Summary only. Only limited summary data is available for this year.$0.84$0.00$0.66$0.10$0.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 5, 2025
Return Version
2024v5.0
Gross Receipts
$87,069
Mission and Program Overview

Mission

Historical Society

As a historical society, the organization mission is the collection and preservation of data and items pertaining to the history of bartlett, nh, livermore, nh and hart's location.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$429,365$484,769▲ $55,404
Cash and Non-Interest-Bearing Accounts$155,232$119,934▼ $35,298
Accounts Receivable$210$1,350▲ $1,140
Total Assets$584,807$606,053▲ $21,246
Liabilities
Deferred Revenue$16,530$5,330▼ $11,200
Accounts Payable and Accrued Expenses$11$12▲ $1
Total Liabilities$16,541$5,342▼ $11,199
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$560,014$600,711▲ $40,697
Net Assets With Donor Restrictions$8,252$0▼ $8,252
Total Net Assets Fund Balance$568,266$600,711▲ $32,445
Total Liabilities and Net Assets / Fund Balance$584,807$606,053▲ $21,246

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$484,769$23,116$507,885
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Philip FranklinPresident, Director
Hannelore ChandlerVide President, Director
Kathleen HowardCurator, Director
Norman HeadDirector (emeritas)
Scott MallettSecretary, Director
Susan FranklinTreasurer, Director
Revenue and Support

Revenue Composition

Contributions and Grants
$80,075
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$5,182
All Other Contributions
$70,805
Change in Net Assets
$35,274
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$49,983
Total Fundraising Expense$1,143
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$21,300--$21,300
Depreciation Depletion$11,288--$11,288
Insurance-$4,761-$4,761
All Other Expenses$976$1,034-$2,010
Office Expenses$468$1,436-$1,904
Information Technology$340$1,397-$1,737
Other Expenses$2,610$1,020$1,143$1,020
Advertising-$91-$91
Conferences and Meetings-$39-$39
Total Functional Expenses$36,982$11,858$1,143$49,983
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$6,994
Fundraising Direct Expenses$1,812
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
Yes
Annual disclosure for covered persons
No
Audit committee
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, Part VI, Section A, Line 2

“The president and treasurer are husband and wife. All financial related transactions are reviewed monthly by the other officers and board members.”

Form 990, Part VI, Section A, Line 6

“Membership at large elects officers for the upcoming calendar year at an annual meeting held in january. Membership at large does not approve actions undertaken by the board of directors and do not receive any assets.”

Form 990, Part VI, Section A, Line 8B

“The organization does not have any committees acting on behalf of the board of directors.”

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

“A copy of the form 990 is reviewed by the president and treasurer prior to it being filed. The president and treasurer are also reviewing the financial data monthly that gets input into the 990.”

Form 990, Part VI, Section C, Line 19

“Yearend financial statements and other organization activities and accomplishments are provided in annual report presented at the january annual meeting and available on the historical societies website.”

Filing and Contact Details

Filer

Filer Name
Bartlett Historical Society
EIN
20-2424126
Phone
6033745023
Address
PO BOX 514, BARTLETT, NH 03812

Signing Officer

Name
Susan Franklin
Title
Treasurer
Phone
6033745023
Signed
2025-03-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Franklin
Formed
2006
Legal Domicile
Nh
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
15

Preparer

Firm
Leone Mcdonnell & Roberts Pa
Address
10 DUPREY ROAD, NORTH CONWAY, NH 03860
Preparer
John D Callahan Jr CPA
Phone
6033566358
Supplemental Narrative

Financial Statement Notes

Schedule D, Part VI, Line 1B

“The bartlett historical society has been working to renovate a building built in 1890 to use as the society's headquarters and as a museum. Renovations were completed in 2024.”

Raw XML Appendix357 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/Desc0THE HISTORICAL SOCIETY OPENED THE MUSEUM IN 2024 WHICH IS NOW THE HEADQUARTERS FOR THE SOCIETY. THIS MUSEUM WILL HOUSE THE HISTORICAL COLLECTIONS AS WELL AS BE A PLACE TO HOST EVENTS AND ACTIVITIES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT, DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VIDE PRESIDENT, DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER, DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY, DIRECTOR
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt076153
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt098710
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt062833
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0486698
IRS990ScheduleA/TotalSupportAmt0486698
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0484769
IRS990ScheduleD/BuildingsGrp/DepreciationAmt023116
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0507885
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE BARTLETT HISTORICAL SOCIETY HAS BEEN WORKING TO RENOVATE A BUILDING BUILT IN 1890 TO USE AS THE SOCIETY'S HEADQUARTERS AND AS A MUSEUM. RENOVATIONS WERE COMPLETED IN 2024.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PART VI, LINE 1B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0484769
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT AND TREASURER ARE HUSBAND AND WIFE. ALL FINANCIAL RELATED TRANSACTIONS ARE REVIEWED MONTHLY BY THE OTHER OFFICERS AND BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERSHIP AT LARGE ELECTS OFFICERS FOR THE UPCOMING CALENDAR YEAR AT AN ANNUAL MEETING HELD IN JANUARY. MEMBERSHIP AT LARGE DOES NOT APPROVE ACTIONS UNDERTAKEN BY THE BOARD OF DIRECTORS AND DO NOT RECEIVE ANY ASSETS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES ACTING ON BEHALF OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE FORM 990 IS REVIEWED BY THE PRESIDENT AND TREASURER PRIOR TO IT BEING FILED. THE PRESIDENT AND TREASURER ARE ALSO REVIEWING THE FINANCIAL DATA MONTHLY THAT GETS INPUT INTO THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4YEAREND FINANCIAL STATEMENTS AND OTHER ORGANIZATION ACTIVITIES AND ACCOMPLISHMENTS ARE PROVIDED IN ANNUAL REPORT PRESENTED AT THE JANUARY ANNUAL MEETING AND AVAILABLE ON THE HISTORICAL SOCIETIES WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NH
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0584807
IRS990/TotalAssetsEOYAmt0606053
IRS990/TotalAssetsGrp/BOYAmt0584807
IRS990/TotalAssetsGrp/EOYAmt0606053
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt080075
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01143
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011858
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt036982
IRS990/TotalFunctionalExpensesGrp/TotalAmt049983
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt016541
IRS990/TotalLiabilitiesEOYAmt05342
IRS990/TotalLiabilitiesGrp/BOYAmt016541
IRS990/TotalLiabilitiesGrp/EOYAmt05342
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0568266
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0600711
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt036982
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05182
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt085257
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0584807
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0606053
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 514
IRS990/USAddress/CityNm0BARTLETT
IRS990/USAddress/StateAbbreviationCd0NH
IRS990/USAddress/ZIPCd003812
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.BARTLETTHISTORY.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN FRANKLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06033745023
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARTLETT HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0202424126
ReturnHeader/Filer/PhoneNum06033745023
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 514
ReturnHeader/Filer/USAddress/CityNm0BARTLETT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003812
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020417217
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEONE MCDONNELL & ROBERTS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 DUPREY ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH CONWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003860
ReturnHeader/PreparerPersonGrp/PhoneNum06033566358
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN D CALLAHAN JR CPA
ReturnHeader/ReturnTs02025-03-14T10:54:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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