Civic Intelligence

The Whately Historical Society Inc

EIN 22-3243799 • Whately, MA

194 Chestnut Plain RoadWhately, MA 01093
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2015

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2015

Net Margin

92nd percentile

64%

Higher net margin than 92% of similar nonprofits.

<$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

66th percentile

6.0%

Faster asset growth than 66% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

10th percentile

-81%

Faster revenue growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets63rd percentile

Using 2015 Form 990EZ data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$137,685

Up $7,746 (+6.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin92nd percentile

Revenue

Down

$12,138

Down $53,059 (-81%) from 2014

Expenses

Up

$4,413

Up $660 (+18%) from 2014

Net Income

Down

$7,725

Down $53,719 (-87%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$150K$100K$50K$0Assets 2014: $129,939Liabilities 2014: $02014Assets 2015: $137,685Liabilities 2015: $02015

Latest loaded filing

2015

Assets$137,685
Liabilities$0
Net Assets-
Open 2015 Filing

Operations Trend

Revenue Growth10th percentile

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

$80K$60K$40K$20K$0Revenue 2014: $65,197Expenses 2014: $3,753Net Income 2014: $61,4442014Revenue 2015: $12,138Expenses 2015: $4,413Net Income 2015: $7,7252015

Latest loaded filing

2015

Revenue$12,138
Expenses$4,413
Net Income$7,725
Open 2015 Filing

Filings

Most recent year

2025 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2015Summary only. Only limited summary data is available for this year.$1.38$0.00$0.12$0.04$0.08
2014Summary only. Only limited summary data is available for this year.$1.30$0.00$0.65$0.04$0.61
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jun 26, 2025
Return Version
2024v5.1
Filing and Contact Details

Filer

Filer Name
The Whately Historical Society Inc
EIN
22-3243799
In Care Of
% Sarah Cooper
Address
194 Chestnut Plain Road, Whately, MA 01093

Signing Officer

Name
Sarah Cooper
Title
Treasurer
Phone
4138342964
Signed
2025-06-26
Discuss with paid preparer
No

Preparer

Firm
Fredrick & Associates
Address
215 State Road, South Deerfield, MA 01373
Preparer
Victoria Fredrick CPA
Phone
4137753047
Raw XML Appendix81 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.

Path#Value
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IRS4562/TotalDepreciationAmt0606
IRS990T/BalanceDueAmt0557
IRS990T/BooksInCareOfDetail/PersonNm0Sarah Cooper
IRS990T/BooksInCareOfDetail/PhoneNum04138342964
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 15
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Whately
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd001093
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
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IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/DepreciationNetAmt0606
IRS990TScheduleA/NetRentIncomeAmt05888
IRS990TScheduleA/OtherDeductionsAmt0626
IRS990TScheduleA/OtherIncomeAmt0250
IRS990TScheduleA/PrincipalBusinessActivityCd0531120
IRS990TScheduleA/RentIncomePropertyGrp/RentRealPersonalPropertyAmt05888
IRS990TScheduleA/RentIncomePropertyGrp/TotalRentsByPropertyAmt05888
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/AddressLine1Txt0196 Chestnut Plain Rd
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/CityNm0Whately
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/StateAbbreviationCd0MA
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/ZIPCd001093
IRS990TScheduleA/RepairsAndMaintenanceAmt0707
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt0545
IRS990TScheduleA/TotalDeductionsAmt02484
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IRS990TScheduleA/TotalRentIncomeAmt05888
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt06138
IRS990TScheduleA/TotUnrltTrdBusIncmAmt06138
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0Rental of a building
IRS990TScheduleA/UBIBeforeNOLDedAmt03654
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt03654
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt0557
IRS990T/TaxLessCreditsAmt0557
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt0557
IRS990T/TotalTaxComputationAmt0557
IRS990T/TotalUBTIAmt02654
IRS990T/TotalUBTIBeforeNOLSpecificAmt03654
IRS990T/TotalUBTIBeforeSection199AAmt03654
IRS990T/TotalUBTIComputedAmt03654
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Sarah Cooper
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04138342964
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Whately Historical Society Inc
ReturnHeader/Filer/BusinessNameControlTxt0WHAT
ReturnHeader/Filer/EIN0223243799
ReturnHeader/Filer/InCareOfNm0% Sarah Cooper
ReturnHeader/Filer/USAddress/AddressLine1Txt0194 Chestnut Plain Road
ReturnHeader/Filer/USAddress/CityNm0Whately
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001093
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832387309
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fredrick & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0215 State Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0South Deerfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001373
ReturnHeader/PreparerPersonGrp/PhoneNum04137753047
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Victoria Fredrick CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-06-26T12:23:02-04:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. <$500k nonprofits