Civic Intelligence

Walpole Historical Society Inc.

990PF • Fiscal year 2012 • EIN 23-7357148

Apr 01, 2011 to Mar 31, 2012 • Filed on Jul 18, 2012

33 West Street PO Box 172402081-1724
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

60th percentile

4.6%

Faster asset growth than 60% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$303,379

No earlier filing loaded for comparison.

Net Assets

$303,379

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$6,995

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $303,379Liabilities 2012: $0Net Assets 2012: $303,3792012Assets 2013: $310,046Liabilities 2013: $0Net Assets 2013: $310,0462013Assets 2014: $311,746Liabilities 2014: $0Net Assets 2014: $311,7462014Assets 2015: $216,781Liabilities 2015: $0Net Assets 2015: $216,7812015Assets 2016: $228,166Liabilities 2016: $0Net Assets 2016: $228,1662016Assets 2017: $233,377Liabilities 2017: $0Net Assets 2017: $233,3772017Assets 2018: $244,634Liabilities 2018: $0Net Assets 2018: $244,6342018Assets 2019: $269,814Liabilities 2019: $0Net Assets 2019: $269,8142019Assets 2021: $274,873Liabilities 2021: $0Net Assets 2021: $274,8732021Assets 2022: $367,693Liabilities 2022: $0Net Assets 2022: $367,6932022Assets 2023: $381,651Liabilities 2023: $625Net Assets 2023: $381,0262023Assets 2025: $397,709Liabilities 2025: $0Net Assets 2025: $397,7092025

Highlighted filing

2012

Assets$303,379
Liabilities$0
Net Assets$303,379

Operations Trend

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

$150K$100K$50K$0Expenses 2012: $6,9952012Expenses 2013: $11,2182013Revenue 2014: $16,459Expenses 2014: $10,337Net Income 2014: $6,1222014Revenue 2015: $26,698Expenses 2015: $14,260Net Income 2015: $12,4382015Revenue 2016: $17,913Expenses 2016: $6,528Net Income 2016: $11,3852016Revenue 2017: $21,218Expenses 2017: $16,007Net Income 2017: $5,2112017Revenue 2018: $14,021Expenses 2018: $11,042Net Income 2018: $2,9792018Revenue 2019: $34,309Expenses 2019: $9,129Net Income 2019: $25,1802019Revenue 2021: $14,795Expenses 2021: $7,672Net Income 2021: $7,1232021Revenue 2022: $113,406Expenses 2022: $20,586Net Income 2022: $92,8202022Revenue 2023: $28,535Expenses 2023: $15,202Net Income 2023: $13,3332023Revenue 2025: $21,121Expenses 2025: $17,786Net Income 2025: $3,3352025

Highlighted filing

2012

Revenue-
Expenses$6,995
Net Income-
Jump To
Filing Snapshot
Filing Period
Apr 1, 2011 to Mar 31, 2012
Signed
Jul 18, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN R ANDERSONPresidentPT$0--
ROBERTA MCCORMACKVice-President-$0--
JANICE YOUNGTreasurer-$0--
SUSAN COSMANRecord. Sec.-$0--
JOSH COLECorresp. Sec.-$0--
SUSAN ANDERSONCurator-$0--
Filing and Contact Details

Filer

EIN
23-7357148
Raw XML AppendixShowing 400 of 504 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
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome0500
AccountingFeesSchedule/AccountingFees/Amount0500
AccountingFeesSchedule/AccountingFees/Category0WILLIAM E VALENTINE, C.P.A. TAX PREPARATION
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Amount04809
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Description0HISTORICAL BUILDING MAINTENACE AND MEETINGS
DepreciationSchedule/Depreciation/ComputationMethod0SL
DepreciationSchedule/Depreciation/CostOrOtherBasis0105165
DepreciationSchedule/Depreciation/DateAcquired01898-05-23
DepreciationSchedule/Depreciation/DescriptionOfProperty0LAND AND BUILDINGS
DepreciationSchedule/Depreciation/Life050.00
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue010000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue19958
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV010529
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV110993
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0$10,000 P.V. DAYTON HUDSON CORP 8.6% DUE 01.15.12
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1$10,000 P.V. MERRILL LYNCH & CO NOTES 6.05% DUE 05.16.16
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2$10,000 P.V. GENERAL ELECTRIC CAP. NOTES 5.875% DUE 01.14.38
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue04261
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue14198
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV214779
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2210693
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1200 SH BAYTEX ENERGY TRUST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2100 SH CONSOL ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3155 SH CVS CAREMARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4150 SH WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5275 SH DUKE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6150 SH EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7600 SH FRONTIER COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8180 SH GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9300 SH HCP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10125 SH HEWLETT-PACKARD CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1190 SH KIMBERLY CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12200 SH KRAFT FOODS CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13100 SH MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14160 SH MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15100 SH PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16100 SH PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1785 SH PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18100 SH TEVA PHARMACEUTICAL INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19100 SH UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20200 SH UNITIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21125 SH VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22425 SH USB CAPITAL XI TRUST PREF 6.6% DUE 09.15.66
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InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV0565
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IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
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IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount017
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IRS990PF/AnalysisIncomeProducingActy/NetRntlIncmReNotDebtFincdProp/ExclusionCode016
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IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0LOSS ON INVESTMENT SALE
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount0-350
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/ProgramServiceRevenuePartVII/Description0HISTORICAL HERITAGE
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount07459
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IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA013314
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IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss01130
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSold0359
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitAdjNetIncm0358
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncm02391
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnss07200
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessReturnsAndAllwnc0717
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm017
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss017
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome07367
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLoss02391
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncm04809
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm01032
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IRS990PF/BalanceSheets/InventoriesForSaleOrUseBOY03409
IRS990PF/BalanceSheets/InventoriesForSaleOrUseEOY03050
IRS990PF/BalanceSheets/InventoriesForSaleOrUseEOYFMV03050
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IRS990PF/BalanceSheets/TotalAssetsEOYFMV0332000
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired01992-07-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-01-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0$10,000 p.v. Dayton Hudson Bond
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice010000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0303379
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0292260
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0303379
IRS990PF/DistributableAmount/Sect4942j3j5FndtnAndFrgnOrg0X
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IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0332000
IRS990PF/MethodOfAccountingCash0X
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances030000
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0165000
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable04548
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0108215
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn014933
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0298667
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0303215
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition31.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation50
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JOHN R ANDERSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ROBERTA MCCORMACK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JANICE YOUNG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3SUSAN COSMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4JOSH COLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5SUSAN ANDERSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE-PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3RECORD. SEC.
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4CORRESP. SEC.
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title5CURATOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1017 GINLEY ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1131 WOODRUFF ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1219 SANDY VALLEY ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1312 NORTH STREET CIRCLE
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$0.00$3.98$0.21$0.18$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.82$0.01$3.81$0.29$0.15$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$0.00$3.68$1.13$0.21$0.93
2021Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.15$0.08$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.70$0.00$2.70$0.34$0.09$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.00$2.45$0.14$0.11$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.00$2.33$0.21$0.16$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$0.18$0.07$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.27$0.14$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.16$0.10$0.06
2013Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.11
2012Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.07