Civic Intelligence

Weymouth Historical Society

EIN 23-7041846 • 501(c)3 • Weymouth, MA

Profile

To protect, preserve and disseminate history of the town of weymouth.

PO Box 56Weymouth, MA 02190

weymouthhistoricalsociety.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

85th percentile

37%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

42nd percentile

0.4%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2025

Revenue Growth

71st percentile

24%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2025

Assets

Up

$944,139

Up $19,030 (+2.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$944,139

Up $19,030 (+2.1%) from 2024

Revenue

Down

$52,160

Down $2,312 (-4.2%) from 2024

Expenses

Up

$32,647

Up $1,696 (+5.5%) from 2024

Net Income

Down

$19,513

Down $4,008 (-17%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $1,274,233Liabilities 2012: $0Net Assets 2012: $1,274,2332012Assets 2013: $820,011Liabilities 2013: $0Net Assets 2013: $820,0112013Assets 2014: $823,303Liabilities 2014: $0Net Assets 2014: $823,3032014Assets 2015: $833,688Liabilities 2015: $0Net Assets 2015: $833,6882015Assets 2016: $838,012Liabilities 2016: $0Net Assets 2016: $838,0122016Assets 2017: $855,943Liabilities 2017: $0Net Assets 2017: $855,9432017Assets 2018: $878,728Liabilities 2018: $0Net Assets 2018: $878,7282018Assets 2019: $885,056Liabilities 2019: $0Net Assets 2019: $885,0562019Assets 2020: $865,162Liabilities 2020: $0Net Assets 2020: $865,1622020Assets 2021: $924,400Liabilities 2021: $0Net Assets 2021: $924,4002021Assets 2022: $932,088Liabilities 2022: $0Net Assets 2022: $932,0882022Assets 2023: $897,390Liabilities 2023: $0Net Assets 2023: $897,3902023Assets 2024: $925,109Liabilities 2024: $0Net Assets 2024: $925,1092024Assets 2025: $944,139Liabilities 2025: $0Net Assets 2025: $944,1392025

Highlighted filing

2025

Assets$944,139
Liabilities$0
Net Assets$944,139

Operations Trend

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

$100K$50K$0-$50KExpenses 2012: $19,8402012Expenses 2013: $22,2082013Revenue 2014: $28,528Expenses 2014: $25,236Net Income 2014: $3,2922014Revenue 2015: $30,893Expenses 2015: $20,508Net Income 2015: $10,3852015Revenue 2016: $29,484Expenses 2016: $25,160Net Income 2016: $4,3242016Revenue 2017: $39,197Expenses 2017: $21,266Net Income 2017: $17,9312017Revenue 2018: $40,765Expenses 2018: $17,980Net Income 2018: $22,7852018Revenue 2019: $35,631Expenses 2019: $27,375Net Income 2019: $8,2562019Revenue 2020: $10,792Expenses 2020: $22,867Net Income 2020: -$12,0752020Revenue 2021: $58,370Expenses 2021: $24,527Net Income 2021: $33,8432021Revenue 2022: $27,672Expenses 2022: $23,746Net Income 2022: $3,9262022Revenue 2023: $4,379Expenses 2023: $39,077Net Income 2023: -$34,6982023Revenue 2024: $54,472Expenses 2024: $30,951Net Income 2024: $23,5212024Revenue 2025: $52,160Expenses 2025: $32,647Net Income 2025: $19,5132025

Highlighted filing

2025

Revenue$52,160
Expenses$32,647
Net Income$19,513

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.05$0.03$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.05$0.03$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.00$0.04$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.00$0.93$0.03$0.02$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.00$0.92$0.06$0.02$0.03
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.00$0.87$0.01$0.02$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.04$0.03$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.04$0.02$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.00$0.86$0.04$0.02$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$0.03$0.03$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.03$0.02$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.03$0.03$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.00$0.82$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.00$1.27$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Feb 9, 2026
Return Version
2024v5.5
Gross Receipts
$52,160
Mission and Program Overview

Mission

To protect, preserve and disseminate history of the town of weymouth

To protect preserve and disseminate history of the town of weymouth and to grant scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$925,109$944,139▲ $19,030
Savings and Temporary Cash Investments$708,600$706,537▼ $2,063
Land, Buildings, and Equipment, Net$162,086$179,598▲ $17,512
Investments Other Securities$54,040$57,621▲ $3,581
Inventories for Sale or Use$383$383→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$925,109$944,139▲ $19,030
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$925,109$944,139▲ $19,030
Total Liabilities and Net Assets / Fund Balance$925,109$944,139▲ $19,030

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$460,000$460,000
Leasehold Improvements$163,751$29,979$193,730
Other Land Buildings$15,847$32,778$48,625
Other Securities$27,844--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$29,958
Program Service Revenue
$0
Investment Income
$22,202
Other Revenue
$0
All Other Contributions
$29,958
Change in Net Assets
$19,513
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$32,647
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$15,646--$15,646
Depreciation Depletion$6,542--$6,542
Office Expenses-$3,312-$3,312
Fees for Services Accounting-$2,450-$2,450
Other Expenses-$640-$640
All Other Expenses-$292-$292
Total Functional Expenses$22,188$10,459$0$32,647
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The president and treasurer review form 990 for errors and ommissions before it is signed by the president

Form 990, Part VI, Section C, Line 19

The organization files all tax returns with the massachusetts attorney general. All the tax returns are available for reveiw on the massachusetts attorney general's website. The society will make its governing documents and financial statement available upone request. A request must be submitted in writing where upon an appointment will be made to view the records.

Filing and Contact Details

Filer

Filer Name
Weymouth Historical Society
EIN
23-7041846
Phone
7813401022
Address
PO BOX 56, WEYMOUTH, MA 02190

Signing Officer

Name
Debbie Sullivan
Title
President
Phone
7813401022
Signed
2026-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debbie Sullivan
Formed
1879
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
James M Gambon CPA Pc
Address
175 DERBY STREET UNIT 20, HINGHAM, MA 02043
Preparer
James M Gambon CPA
Phone
7817850516
Supplemental Narrative

Financial Statement Notes

PART III, LINE 1A:

The organization is organized to protect & preserve and disseminate history of the town of weymouth. The organization maintains and provides tour of the jason holbrokok homestead.

Raw XML Appendix367 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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IRS990/BooksInCareOfDetail/PhoneNum07813406944
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 56
IRS990/BooksInCareOfDetail/USAddress/CityNm0WEYMOUTH
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IRS990/Desc01. MAINTENANCE OF GENEALOGICAL ARCHIVES AND WEBSITE2. MAINTENANCE AND TOURS OF THE JASON HOLBROOK HOMESTEAD (ABOUT 470 PEOPLE VISITED).3. TOURS AND MAINTENANCE OF THE MUSEUM OPEN TO THE PUBLIC (APPROXIMATELY 1021 PEOPLE VISITED).
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IRS990/Form990PartVIISectionAGrp/PersonNm7PAUL FINCH
IRS990/Form990PartVIISectionAGrp/PersonNm8CHRISTINA FITZPATRICK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2LIBRARIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3CURATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt040871
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04228
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt029743
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt052541
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0157341
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IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt029979
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0193730
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt015847
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt032778
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt048625
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt029777
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt127844
IRS990ScheduleD/OtherSecuritiesGrp/Desc0AMERICAN FUND CAPITAL WORK FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1AMERICAN FUND BALANCED FUND
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS ORGANIZED TO PROTECT & PRESERVE AND DISSEMINATE HISTORY OF THE TOWN OF WEYMOUTH. THE ORGANIZATION MAINTAINS AND PROVIDES TOUR OF THE JASON HOLBROKOK HOMESTEAD.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 1A:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0179598
IRS990ScheduleD/TotalBookValueSecuritiesAmt057621
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT AND TREASURER REVIEW FORM 990 FOR ERRORS AND OMMISSIONS BEFORE IT IS SIGNED BY THE PRESIDENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION FILES ALL TAX RETURNS WITH THE MASSACHUSETTS ATTORNEY GENERAL. ALL THE TAX RETURNS ARE AVAILABLE FOR REVEIW ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. THE SOCIETY WILL MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENT AVAILABLE UPONE REQUEST. A REQUEST MUST BE SUBMITTED IN WRITING WHERE UPON AN APPOINTMENT WILL BE MADE TO VIEW THE RECORDS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0944139
IRS990/TotalAssetsGrp/BOYAmt0925109
IRS990/TotalAssetsGrp/EOYAmt0944139
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt029958
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010459
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt022188
IRS990/TotalFunctionalExpensesGrp/TotalAmt032647
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0925109
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0944139
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt022188
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt022202
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt052160
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0925109
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0944139
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 890231
IRS990/USAddress/CityNm0WEYMOUTH
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002189
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WEYMOUTHHISTORICALSOCIETY.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBBIE SULLIVAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07813401022
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEYMOUTH HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0WEYM
ReturnHeader/Filer/EIN0237041846
ReturnHeader/Filer/PhoneNum07813401022
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 56
ReturnHeader/Filer/USAddress/CityNm0WEYMOUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002190
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872221102
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES M GAMBON CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0175 DERBY STREET UNIT 20
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002043
ReturnHeader/PreparerPersonGrp/PhoneNum07817850516
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES M GAMBON CPA
ReturnHeader/ReturnTs02026-02-11T09:13:16-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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