Civic Intelligence

Historic Holyoke at Wistariahurst Inc

990EZ • Fiscal year 2017 • EIN 20-8875772

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 12, 2018

238 Cabot StreetHolyoke, MA 01040

(413) 322-5660

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

91st percentile

47%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

68th percentile

15%

Faster asset growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$184,871

Up $24,535 (+15%) from 2016

Net Assets

Up

$184,765

Up $24,429 (+15%) from 2016

Liabilities

Up

$106

Up $106 from 2016

Revenue

Up

$50,356

Up $5,744 (+13%) from 2016

Expenses

Up

$26,589

Up $6,746 (+34%) from 2016

Net Income

Down

$23,767

Down $1,002 (-4.0%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2011: $38,414Liabilities 2011: $02011Assets 2012: $47,698Liabilities 2012: $02012Assets 2013: $88,181Liabilities 2013: $02013Assets 2014: $106,671Liabilities 2014: $0Net Assets 2014: $106,6712014Assets 2015: $135,567Liabilities 2015: $0Net Assets 2015: $135,5672015Assets 2016: $160,336Liabilities 2016: $0Net Assets 2016: $160,3362016Assets 2017: $184,871Liabilities 2017: $106Net Assets 2017: $184,7652017Assets 2018: $150,954Liabilities 2018: $0Net Assets 2018: $150,9542018Assets 2019: $158,820Liabilities 2019: $02019Assets 2020: $161,558Liabilities 2020: $0Net Assets 2020: $161,5582020Assets 2021: $166,244Liabilities 2021: $0Net Assets 2021: $166,2442021Assets 2022: $179,763Liabilities 2022: $0Net Assets 2022: $179,7632022Assets 2023: $134,522Liabilities 2023: $0Net Assets 2023: $134,5222023Assets 2024: $161,028Liabilities 2024: $687Net Assets 2024: $160,3412024

Highlighted filing

2017

Assets$184,871
Liabilities$106
Net Assets$184,765

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $33,341Expenses 2011: $15,036Net Income 2011: $18,3052011Revenue 2012: $41,115Expenses 2012: $31,831Net Income 2012: $9,2842012Revenue 2013: $74,683Expenses 2013: $34,200Net Income 2013: $40,4832013Revenue 2014: $40,222Expenses 2014: $21,732Net Income 2014: $18,4902014Revenue 2015: $40,796Expenses 2015: $11,900Net Income 2015: $28,8962015Revenue 2016: $44,612Expenses 2016: $19,843Net Income 2016: $24,7692016Revenue 2017: $50,356Expenses 2017: $26,589Net Income 2017: $23,7672017Revenue 2018: $34,946Expenses 2018: $67,276Net Income 2018: -$32,3302018Revenue 2019: $32,539Expenses 2019: $24,673Net Income 2019: $7,8662019Revenue 2020: $42,934Expenses 2020: $40,196Net Income 2020: $2,7382020Revenue 2021: $23,889Expenses 2021: $19,203Net Income 2021: $4,6862021Revenue 2022: $34,303Expenses 2022: $20,784Net Income 2022: $13,5192022Revenue 2023: $73,079Expenses 2023: $118,320Net Income 2023: -$45,2412023Revenue 2024: $71,773Expenses 2024: $45,954Net Income 2024: $25,8192024

Highlighted filing

2017

Revenue$50,356
Expenses$26,589
Net Income$23,767
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 12, 2018
Return Version
2016v3.0
Gross Receipts
$85,938
Mission and Program Overview

Mission

Maintaining the historic museum

Program Services

DescriptionGrantsExpenses
TO MAINTAIN THE GROUNDS AND GARDENS OF THE MUSEUM-$8,608
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHYLLIS BARRETTPresidentPT$0--
FREDERICK WATERMANVice President-$0--
JAMES BAUERTreasurerPT$0--
EILEEN MAGINNISClerk-$0--
JULISSA COLONDirector-$0--
FRANK FLANNERYDirector-$0--
DAVID W GRIFFIN JRDirector-$0--
HOLLY H HOLIDAYDirector-$0--
ALEXANDRA PUFFERDirector-$0--
JOSSIE VALENTINDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Nutcracker$10,206$10,206$2,840$7,366
House Tours$8,986$8,986$15,813$-6,827
Total Events$20,803$20,803$35,582$-14,779
Filing and Contact Details

Filer

Filer Name
Historic Holyoke at Wistariahurst Inc
EIN
20-8875772
Address
238 CABOT STREET, HOLYOKE, MA 01040

Signing Officer

Name
James Bauer
Title
Treasurer
Phone
4132650616
Signed
2018-01-12
Discuss with paid preparer
Yes

Preparer

Firm
Kerri S Reed CPA LLC
Address
1284 Elm Street Suite 4, West Springfield, MA 01089
Preparer
Kerri S Reed
Phone
4137879930
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description amountgift shop 1,113

Description of other expenses Part I line 16

Description amountdepreciation from 4562 2,708fees 534bank charges 76liability insurance 1,443dues and subscriptions 150donations to other 501(c)3 1,575gift shop expenses 509office expense 1,271volunteer appreciation 838

Other changes in net assets or fund balances Part I line 20

Description amountprior period cash adjustment 662

Description of other assets Part II line 24

Category beginning of year end of yearequipment 2,178 1,307traveling museum 0 11,016

Description of total liabilities Part II line 26

Category beginning of year end of yearsales tax payable 0 106

Raw XML Appendix243 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PHYLLIS BARRETT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EILEEN MAGINNIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JULISSA COLON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02178
IRS990EZ/OtherAssetsTotalDetail/EOYAmt012323
IRS990EZ/OtherChangesInNetAssetsAmt0662
IRS990EZ/OtherExpensesTotalAmt09104
IRS990EZ/OtherRevenueTotalAmt01113
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrintingPublicationsPostageAmt02879
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO MAINTAIN THE GROUNDS AND GARDENS OF THE MUSEUM
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08608
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WISTARIAHURST.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt059407
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt017609
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt016861
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0206306
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTGIFT SHOP 1,113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTDEPRECIATION FROM 4562 2,708FEES 534BANK CHARGES 76LIABILITY INSURANCE 1,443DUES AND SUBSCRIPTIONS 150DONATIONS TO OTHER 501(C)3 1,575GIFT SHOP EXPENSES 509OFFICE EXPENSE 1,271VOLUNTEER APPRECIATION 838
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTPRIOR PERIOD CASH ADJUSTMENT 662
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEAREQUIPMENT 2,178 1,307TRAVELING MUSEUM 0 11,016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CATEGORY BEGINNING OF YEAR END OF YEARSALES TAX PAYABLE 0 106
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of total liabilities Part II line 26
ReturnHeader/BuildTS02018-03-14 21:41:22Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES BAUER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04132650616
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HISTORIC HOLYOKE AT WISTARIAHURST INC
ReturnHeader/Filer/BusinessNameControlTxt0HIST
ReturnHeader/Filer/EIN0208875772
ReturnHeader/Filer/USAddress/AddressLine1Txt0238 CABOT STREET
ReturnHeader/Filer/USAddress/CityNm0HOLYOKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001040
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.233.167.104
ReturnHeader/FilingSecurityInformation/IPDt02018-01-12
ReturnHeader/FilingSecurityInformation/IPTm010:35:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814501165
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kerri S Reed CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01284 Elm Street Suite 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Springfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001089
ReturnHeader/PreparerPersonGrp/PhoneNum04137879930
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kerri S Reed
ReturnHeader/ReturnTs02018-01-12T10:36:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.61$0.01$1.60$0.72$0.46$0.26
2023Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.73$1.18$0.45
2022Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.34$0.21$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.24$0.19$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.43$0.40$0.03
2019Summary only. Only limited summary data is available for this year.$1.59$0.00$0.33$0.25$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.35$0.67$0.32
2017Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.50$0.27$0.24
2016Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.45$0.20$0.25
2015Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.41$0.12$0.29
2014Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.40$0.22$0.18
2013Summary only. Only limited summary data is available for this year.$0.88$0.00$0.75$0.34$0.40
2012Summary only. Only limited summary data is available for this year.$0.48$0.00$0.41$0.32$0.09
2011Summary only. Only limited summary data is available for this year.$0.38$0.00$0.33$0.15$0.18