Civic Intelligence

Bath Historical Society

EIN 22-2994036 • Bath, ME

33 Summer StreetBath, ME 04530
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

94th percentile

73%

Higher net margin than 94% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

157%

Faster revenue growth than 94% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$259,723

Up $39,653 (+18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$259,723

Up $39,653 (+18%) from 2023

Revenue

Up

$54,634

Up $33,354 (+157%) from 2023

Expenses

Down

$14,981

Down $2,103 (-12%) from 2023

Net Income

Up

$39,653

Up $35,457 (+845%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $89,496Liabilities 2011: $02011Assets 2012: $93,484Liabilities 2012: $02012Assets 2013: $98,093Liabilities 2013: $02013Assets 2014: $107,359Liabilities 2014: $02014Assets 2019: $165,820Liabilities 2019: $02019Assets 2020: $183,052Liabilities 2020: $0Net Assets 2020: $183,0522020Assets 2021: $200,128Liabilities 2021: $0Net Assets 2021: $200,1282021Assets 2022: $215,874Liabilities 2022: $0Net Assets 2022: $215,8742022Assets 2023: $220,070Liabilities 2023: $0Net Assets 2023: $220,0702023Assets 2024: $259,723Liabilities 2024: $0Net Assets 2024: $259,7232024

Highlighted filing

2024

Assets$259,723
Liabilities$0
Net Assets$259,723

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $14,461Expenses 2011: $16,531Net Income 2011: -$2,0702011Revenue 2012: $13,431Expenses 2012: $9,443Net Income 2012: $3,9882012Revenue 2013: $15,756Expenses 2013: $11,147Net Income 2013: $4,6092013Revenue 2014: $19,265Expenses 2014: $9,999Net Income 2014: $9,2662014Revenue 2019: $23,443Expenses 2019: $14,958Net Income 2019: $8,4852019Revenue 2020: $29,884Expenses 2020: $12,652Net Income 2020: $17,2322020Revenue 2021: $30,543Expenses 2021: $13,467Net Income 2021: $17,0762021Revenue 2022: $27,355Expenses 2022: $11,609Net Income 2022: $15,7462022Revenue 2023: $21,280Expenses 2023: $17,084Net Income 2023: $4,1962023Revenue 2024: $54,634Expenses 2024: $14,981Net Income 2024: $39,6532024

Highlighted filing

2024

Revenue$54,634
Expenses$14,981
Net Income$39,653

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATHAN LIPFERTPresident-$0--
ELLEN ENDTERTreasurer-$0--
LORENA COFFINTrustee-$0--
MARGARET BARKERTrustee-$0--
MARGARET EDWARDSTrustee-$0--
JOSEPH MINOTTTrustee-$0--
SUSAN PUNDTTrustee-$0--
REBECCA ROCHETrustee-$0--
HECTOR CASASTreasurer-$0--
JACK MARTINVice President-$0--
Filing and Contact Details

Filer

Filer Name
Bath Historical Society
EIN
22-2994036
Phone
2074435141
Address
33 SUMMER STREET, BATH, ME 04530

Signing Officer

Name
Hector Casas
Title
Treasurer
Phone
2074435141
Signed
2025-05-02
Discuss with paid preparer
Yes

Preparer

Firm
William T Racine CPA
Address
1 FRONT STREET, BATH, ME 04530
Preparer
William Racine
Phone
2074435716
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt433 SUMMER ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt533 SUMMER ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt633 SUMMER ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt733 SUMMER ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt833 SUMMER ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt933 SUMMER ST
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BATH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BATH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BATH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4BATH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5BATH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6BATH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7BATH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8BATH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm9BATH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd9ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd004530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd104530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd204530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd304530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd404530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd504530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd604530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd704530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd804530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd904530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt014385
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt014385
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt09
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INCOME USED TO SUPPORT HISTORY ROOM, PATTEN FREE LIBRARY
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0HECTOR CASAS
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt033 SUMMER STREET
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd004530
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0ME
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02074437466
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0BATHHISTORICAL.COM
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0LECTURES, PROGRAMS, NEWSLETTERS AND OTHER OTHER ACTIVITIES RELEVANT TO THE HISTORY OF BATH, MAINE.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt014385
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT OF HISTORY ROOM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONPROFIT - 501(C)(3
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010851
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010851
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06352
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0618
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02067
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02797
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06769
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06769
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015368
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03534
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06352
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0618
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02067
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02797
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014385
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03534
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt022137
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018603
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01250
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0BOOK INVENTORY
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01250
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PUBLICITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WEBSITE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MEMBERSHIPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4ARCHIVAL AND COLLECTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6ANNUAL REPORT, SECRETARY OF STATE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7PROGRAM EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8HONORARIA
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0820
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21437
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt350
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4469
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5557
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt635
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt7337
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt875
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0820

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