Civic Intelligence

Bridgton Historical Society

EIN 23-7300040 • 501(c)3 • Bridgton, ME

Profile

Local historical society.

PO Box 44Bridgton, ME 04009

bridgtonhistory.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

81st percentile

30%

Higher net margin than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

52nd percentile

4.2%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-10%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,510,478

Up $61,474 (+4.2%) from 2023

Liabilities

Down

$152

Down $33 (-18%) from 2023

Net Assets

Up

$1,510,326

Up $61,507 (+4.2%) from 2023

Operations
Liabilities / Revenue22nd percentileNet Margin81st percentile

Revenue

Down

$201,999

Down $23,413 (-10%) from 2023

Expenses

Down

$140,492

Down $3,470 (-2.4%) from 2023

Net Income

Down

$61,507

Down $19,943 (-24%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2020: $715,737Liabilities 2020: $177Net Assets 2020: $715,5602020Assets 2021: $737,570Liabilities 2021: $188Net Assets 2021: $737,3822021Assets 2022: $1,367,554Liabilities 2022: $185Net Assets 2022: $1,367,3692022Assets 2023: $1,449,004Liabilities 2023: $185Net Assets 2023: $1,448,8192023Assets 2024: $1,510,478Liabilities 2024: $152Net Assets 2024: $1,510,3262024

Highlighted filing

2024

Assets$1,510,478
Liabilities$152
Net Assets$1,510,326
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2020: $60,213Expenses 2020: $64,635Net Income 2020: -$4,4222020Revenue 2021: $108,133Expenses 2021: $86,311Net Income 2021: $21,8222021Revenue 2022: $738,758Expenses 2022: $108,771Net Income 2022: $629,9872022Revenue 2023: $225,412Expenses 2023: $143,962Net Income 2023: $81,4502023Revenue 2024: $201,999Expenses 2024: $140,492Net Income 2024: $61,5072024

Highlighted filing

2024

Revenue$201,999
Expenses$140,492
Net Income$61,507
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,510,478
Liabilities
$152
Net assets
$1,510,326
Revenue
$201,999
Expenses
$140,492
Net income
$61,507
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.20$0.14$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.23$0.14$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.74$0.11$0.63
2021Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.11$0.09$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.06$0.06$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 2, 2025
Return Version
2023v6.0
Gross Receipts
$201,999
Mission and Program Overview

Mission

Local historical society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$741,004$826,028▲ $85,024
Land, Buildings, and Equipment, Net$609,436$627,107▲ $17,671
Cash and Non-Interest-Bearing Accounts$84,837$43,616▼ $41,221
Inventories for Sale or Use$3,433$3,433→ $0
Pledges and Grants Receivable$19$19→ $0
Total Assets$1,449,004$1,510,478▲ $61,474
Other Assets Total$10,275$10,275→ $0
Liabilities
Accounts Payable and Accrued Expenses$185$152▼ $33
Total Liabilities$185$152▼ $33
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,448,819$1,510,326▲ $61,507
Total Net Assets Fund Balance$1,448,819$1,510,326▲ $61,507
Total Liabilities and Net Assets / Fund Balance$1,449,004$1,510,478▲ $61,474

Asset Categories

AssetBook ValueDepreciationBasis
Land$570,662-$570,662
Other Land Buildings$56,445$84,622$141,067

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$464,404$400,000▼ $96,312$44,000$724,091
2020$424,143-▲ $67,261$27,000$464,404
2019$437,707-▲ $3,436$17,000$424,143
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Jon EvansPresident
James ObergMember at La
Jenny StoneMember at La
Sonya AllenMember at La
Elizabeth Bonnie TraffordSecretary
Richard CoshowTreasurer
Krissy KarlssonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$56,233
Program Service Revenue
$4,411
Investment Income
$139,781
Other Revenue
$1,574
All Other Contributions
$46,233
Change in Net Assets
$61,507
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$86,131
Other Expenses$53,861
Total Fundraising Expense$10,453
Professional Fundraising Fees$500
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$61,099$12,220$8,147$81,466
Insurance$18,435$1,357$47$19,839
Occupancy$7,546$3,860-$11,406
Office Expenses$4,604$33$501$5,138
Payroll Taxes$3,498$700$467$4,665
Depreciation Depletion$3,592--$3,592
Fees for Services Other$772$514-$1,286
All Other Expenses$276$240$470$986
Other Expenses$435$662$296$662
Fees for Services Professional Fundraising--$500$500
Conferences and Meetings-$379-$379
Fees for Services Accounting-$310-$310
Advertising$75-$25$100
Total Functional Expenses$109,033$21,006$10,453$140,492
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$500
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
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Officer will review 990 before signature”

Form 990, Page 6, Part VI, Line 12C

“Policy is disseminated during orientation. Board members are expected to disclose conflicts if those may arise.”

Form 990, Page 6, Part VI, Line 15A

“Executive director salary reviewed and determined by the board.”

Form 990, Page 6, Part VI, Line 19

“Documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Bridgton Historical Society
EIN
23-7300040
Phone
2076473699
Address
PO BOX 44, BRIDGTON, ME 04009

Signing Officer

Name
Richard Coshow
Title
Treasurer
Phone
2076473699
Signed
2025-08-02

Organization Details

Principal Officer
Jon Evans
Formed
1964
Legal Domicile
Me
Voting Board Members
7
Independent Board Members
7
Employees
2
Volunteers
28

Preparer

Firm
Chandel Associates Pa
Address
PO BOX 7, BRIDGTON, ME 04009-0007
Preparer
Tom Chandel
Phone
2076475711
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Volunteers serve to assist with events and museum activities. They receive no compensation or benefits.”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS SERVE TO ASSIST WITH EVENTS AND MUSEUM ACTIVITIES. THEY RECEIVE NO COMPENSATION OR BENEFITS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICER WILL REVIEW 990 BEFORE SIGNATURE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2POLICY IS DISSEMINATED DURING ORIENTATION. BOARD MEMBERS ARE EXPECTED TO DISCLOSE CONFLICTS IF THOSE MAY ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXECUTIVE DIRECTOR SALARY REVIEWED AND DETERMINED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD COSHOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02076473699
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRIDGTON HISTORICAL SOCIETY
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ReturnHeader/Filer/PhoneNum02076473699
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ReturnHeader/Filer/USAddress/CityNm0BRIDGTON
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