Civic Intelligence

Rochester Historical Society Inc

EIN 23-7223048 • 501(c)3 • Rochester, MA

Profile

Create and display historical facts relating to the important contributions Rochester has made locally nationally and internationally

PO Box 322Rochester, MA 02770
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

18th percentile

-32%

Higher net margin than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

52nd percentile

-0.4%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

28%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$396,630

Down $1,487 (-0.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$396,630

Down $1,487 (-0.4%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin18th percentile

Revenue

Up

$6,399

Up $1,387 (+28%) from 2023

Expenses

Up

$8,462

Up $3,331 (+65%) from 2023

Net Income

Down

-$2,063

Down $1,944 (-1634%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$400K$300K$200K$100K$0Assets 2023: $398,117Liabilities 2023: $0Net Assets 2023: $398,1172023Assets 2024: $396,630Liabilities 2024: $0Net Assets 2024: $396,6302024

Highlighted filing

2024

Assets$396,630
Liabilities$0
Net Assets$396,630
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

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

$10K$5.0K$0-$5.0KRevenue 2023: $5,012Expenses 2023: $5,131Net Income 2023: -$1192023Revenue 2024: $6,399Expenses 2024: $8,462Net Income 2024: -$2,0632024

Highlighted filing

2024

Revenue$6,399
Expenses$8,462
Net Income-$2,063
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$396,630
Liabilities
$0
Net assets
$396,630
Revenue
$6,399
Expenses
$8,462
Net income
-$2,063
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.06$0.08$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.05$0.05$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Dec 17, 2025
Return Version
2024v5.0
Gross Receipts
$7,081
Mission and Program Overview

Mission

Create and display historical facts relating to the important contributions Rochester has made locally, nationally, and internationally

Program Services

DescriptionGrantsExpenses
- Shared over 300 years of Rochester's social history with the public - Provided speakers to discuss Rochester history - Organized a historic weekend of colonial activites$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Malcolm PhinneyPresidentPT$0--
Constance EshbachVice PresidentPT$0--
Susan LaFleurSecretary/TreasurerPT$0--
Arthur BennerDirectorPT$0--
William TaylorDirectorPT$0--
Catherine PhinneyDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Rochester Historical Society Inc
EIN
23-7223048
Phone
6177502818
Address
PO Box 322, Rochester, MA 02770

Signing Officer

Name
Susan Lafleur
Title
Treasurer
Phone
5082958908
Signed
2025-12-17
Supplemental Narrative

Additional Explanations

Form 990-EZ, Header, Line B

“Filed 990-N, subsequently realized Massachusetts does not accept, therefore filing 990-EZ”

Form 990-EZ, Part I, Line 16

“Misc”

Form 990-EZ, Part II, Line 24

“historical collectibles and antiques”

Raw XML Appendix201 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/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Create and display historical facts relating to the important contributions Rochester has made locally, nationally, and internationally
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IRS990EZ/ProgramServiceRevenueAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Filed 990-N, subsequently realized Massachusetts does not accept, therefore filing 990-EZ
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Misc
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2historical collectibles and antiques
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Header, Line B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24
ReasonableCauseExplanation/ExplanationTxt0Previously filed 990-N, Massachusetts accepts only 990 or 990-EZ to accompany their filing
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Lafleur
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05082958908
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-17
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ReturnHeader/Filer/BusinessNameControlTxt0ROCH
ReturnHeader/Filer/EIN0237223048
ReturnHeader/Filer/PhoneNum06177502818
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 322
ReturnHeader/Filer/USAddress/CityNm0Rochester
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002770
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-12-17T09:14:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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