Civic Intelligence

Ashfield Historical Society

990EZ • Fiscal year 2019 • EIN 23-7002639

Sep 01, 2018 to Aug 31, 2019 • Filed on Nov 15, 2019

Organization ProfileN/A
P O Box 375Ashfield, MA 01330

(413) 628-3344

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

58th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

78th percentile

31%

Faster asset growth than 78% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

79th percentile

30%

Faster revenue growth than 79% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$123,974

Up $29,370 (+31%) from 2018

Net Assets

Up

$123,967

Up $29,363 (+31%) from 2018

Liabilities

$7

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin72nd percentile

Revenue

Up

$17,516

Up $4,081 (+30%) from 2018

Expenses

Down

$14,553

Down $1,454 (-9.1%) from 2018

Net Income

Up

$2,963

Up $5,535 (+215%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$150K$100K$50K$0Assets 2010: $146,699Net Assets 2010: $146,6992010Assets 2012: $137,982Net Assets 2012: $137,9822012Assets 2013: $136,013Net Assets 2013: $136,0132013Assets 2015: $133,781Net Assets 2015: $133,7812015Assets 2016: $123,560Liabilities 2016: $5Net Assets 2016: $123,5552016Assets 2018: $94,604Net Assets 2018: $94,6042018Assets 2019: $123,974Liabilities 2019: $7Net Assets 2019: $123,9672019Assets 2020: $123,895Net Assets 2020: $123,8952020Assets 2021: $123,601Net Assets 2021: $123,6012021Assets 2022: $120,763Net Assets 2022: $120,7632022Assets 2023: $117,032Net Assets 2023: $117,0322023

Highlighted filing

2019

Assets$123,974
Liabilities$7
Net Assets$123,967
Open 2019 Filing

Operations Trend

Revenue Growth79th percentile

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

$30K$20K$10K$0-$10K-$20KRevenue 2010: $12,686Expenses 2010: $14,995Net Income 2010: -$2,3092010Revenue 2012: $12,853Expenses 2012: $17,206Net Income 2012: -$4,3532012Revenue 2013: $14,466Expenses 2013: $16,435Net Income 2013: -$1,9692013Revenue 2015: $17,322Expenses 2015: $13,439Net Income 2015: $3,8832015Revenue 2016: $9,759Expenses 2016: $19,985Net Income 2016: -$10,2262016Revenue 2018: $13,435Expenses 2018: $16,007Net Income 2018: -$2,5722018Revenue 2019: $17,516Expenses 2019: $14,553Net Income 2019: $2,9632019Revenue 2020: $13,096Expenses 2020: $13,168Net Income 2020: -$722020Revenue 2021: $14,489Expenses 2021: $14,783Net Income 2021: -$2942021Revenue 2022: $17,435Expenses 2022: $20,273Net Income 2022: -$2,8382022Revenue 2023: $17,370Expenses 2023: $21,103Net Income 2023: -$3,7332023

Highlighted filing

2019

Revenue$17,516
Expenses$14,553
Net Income$2,963
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$17,516
Mission and Program Overview

Mission

Preservation and education of town of ashfield history.

Program Services

DescriptionGrantsExpenses
MAINTAINED MUSEUM. OVER 500 VISITORS AND 225 MEMBERS.-$14,203
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOANNE OSTROWSKIPresident-$0--
MARIE FULLERTreasurer-$0--
NANCY GARVINClerk-$0--
Filing and Contact Details

Filer

Filer Name
Ashfield Historical Society
EIN
23-7002639
Phone
4136283344
Address
P O BOX 375, ASHFIELD, MA 01330

Signing Officer

Name
Marie Fuller
Title
Treasurer
Phone
4136283344
Signed
2019-11-15

Preparer

Firm
Jonathan F George Sr CPA Cfp
Address
89 MAIN ST, SHELBURNE FALLS, MA 01370
Preparer
Jonathan F George Sr CPA Cfp
Phone
4136259593
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Miscellaneous 356 total 356”

Form 990-ez, Part I, Line 16

“Expenses website 91 miscellaneous 40 supplies 139 total 270”

Form 990-ez, Part II, Line 24

“Inventories for sale or use 17,356 9,211 furniture & equipment 3,007 3,007 less accumulated depreciation 3,007 3,007 collections at fmv 17,499 17,499 investments, at cost 31,960 36,491 total 66,815 63,201”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 0 7”

Raw XML Appendix166 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARK BURTON
IRS990EZ/BooksInCareOfDetail/PhoneNum04136256859
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0365 BELDERVILLE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SHELBURNE FALLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001370
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08477
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013632
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03862
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02963
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0707
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0121004
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0123974
IRS990EZ/GrossReceiptsAmt017516
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01748
IRS990EZ/LandAndBuildingsGrp/BOYAmt045712
IRS990EZ/LandAndBuildingsGrp/EOYAmt047141
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08530
IRS990EZ/MethodOfAccountingOtherDesc0HYBRID
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0121004
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0123967
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0121004
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0123967
IRS990EZ/OccupancyRentUtltsAndMaintAmt013151
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOANNE OSTROWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARIE FULLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NANCY GARVIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CLERK
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt066815
IRS990EZ/OtherAssetsTotalDetail/EOYAmt063201
IRS990EZ/OtherExpensesTotalAmt0270
IRS990EZ/OtherRevenueTotalAmt0356
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PRESERVATION AND EDUCATION OF TOWN OF ASHFIELD HISTORY.
IRS990EZ/PrintingPublicationsPostageAmt0425
IRS990EZ/ProgramServiceRevenueAmt03020
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTAINED MUSEUM. OVER 500 VISITORS AND 225 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014203
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014553
IRS990EZ/TotalProgramServiceExpensesAmt014203
IRS990EZ/TotalRevenueAmt017516
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03862
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09497
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02832
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01628
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07124
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt024943
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01748
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01143
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02304
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05195
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08530
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07976
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02301
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06011
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt024818
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt03020
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt02795
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt04237
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt05830
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt015882
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01748
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01143
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02304
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05195
IRS990ScheduleA/InvestmentIncomeCYPct00.07000
IRS990ScheduleA/InvestmentIncomePYPct00.16000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt0883
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt0883
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91530
IRS990ScheduleA/PublicSupportPY509Pct00.81780
IRS990ScheduleA/PublicSupportTotal509Amt065643
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt015412
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt012292
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt015045
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt09759
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt013135
IRS990ScheduleA/Total509Grp/TotalAmt065643
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt017160
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt013435
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt015045
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt09759
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt016322
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt071721
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 356 TOTAL 356
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES WEBSITE 91 MISCELLANEOUS 40 SUPPLIES 139 TOTAL 270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 17,356 9,211 FURNITURE & EQUIPMENT 3,007 3,007 LESS ACCUMULATED DEPRECIATION 3,007 3,007 COLLECTIONS AT FMV 17,499 17,499 INVESTMENTS, AT COST 31,960 36,491 TOTAL 66,815 63,201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIE FULLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04136283344
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASHFIELD HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0ASHF
ReturnHeader/Filer/EIN0237002639
ReturnHeader/Filer/PhoneNum04136283344
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 375
ReturnHeader/Filer/USAddress/CityNm0ASHFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001330
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId025B693A878EA450C1F311616A82E4637ACC61B31
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04741B1F474A98CCEA6F67C390EBD809A8EC0AA85
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02019-11-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:00:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043526236
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONATHAN F GEORGE SR CPA CFP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt089 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELBURNE FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001370
ReturnHeader/PreparerPersonGrp/PhoneNum04136259593
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN F GEORGE SR CPA CFP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-22T11:00:04-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$123,974
Liabilities
$7
Net assets
$123,967
Revenue
$17,516
Expenses
$14,553
Net income
$2,963
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.17$1.17$0.17$0.21$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.21$1.21$0.17$0.20$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.24$1.24$0.14$0.15$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.24$1.24$0.13$0.13$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.18$0.15$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.95$0.13$0.16$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.10$0.20$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.34$1.34$0.17$0.13$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$1.36$0.14$0.16$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$1.38$0.13$0.17$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$1.47$0.13$0.15$0.02