Civic Intelligence

Walpole Historical Society Inc.

990PF • Fiscal year 2016 • EIN 23-7357148

Apr 01, 2015 to Mar 31, 2016 • Filed on Aug 12, 2016

33 West Street PO Box 100Walpole, MA 02081-0100

(508) 404-6400

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

60th percentile

5.3%

Faster asset growth than 60% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-33%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$228,166

Up $11,385 (+5.3%) from 2015

Net Assets

Up

$228,166

Up $11,385 (+5.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$17,913

Down $8,785 (-33%) from 2015

Expenses

Down

$6,528

Down $7,732 (-54%) from 2015

Net Income

Down

$11,385

Down $1,053 (-8.5%) from 2015

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

2016

Assets$228,166
Liabilities$0
Net Assets$228,166

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

2016

Revenue$17,913
Expenses$6,528
Net Income$11,385
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Aug 12, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN R ANDERSONPresidentPT$0--
SUSAN COSMANClerk-$0--
ROGER F TURNER JRVice President-$0--
JAMES LANGMEADTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Walpole Historical Society
EIN
23-7357148
Address
33 West Street PO Box 100, Walpole, MA 02081-0100

Signing Officer

Name
John R Anderson
Title
President
Phone
5084046400
Signed
2016-08-12
Discuss with paid preparer
Yes

Preparer

Firm
William E Valentine CPA
Address
24 Sunrise Drive, Haverhill, MA 01835-6900
Preparer
William E Valentine CPA
Phone
5084464591
Raw XML Appendix382 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN R ANDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN COSMAN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JAMES LANGMEAD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2P O BOX 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3124 LEWIS AVENUE
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IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt014996
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt07362
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt015515
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt015594
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt018654
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt014996
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt011218
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt011167
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt014459
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.058189
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.066449
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.040642
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.053803
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.037389
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.092659
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt079
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0266631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0280725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0368981
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0208500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0298667
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0156045
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt06542
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.290943
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt06542
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt06542
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt06542
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JAMES LANGMEAD
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0124 LEWIS AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Walpole
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002081
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05086682008
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.walpolehistoricalsociety.org
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Preservation of Historic Books
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Meetings and Historical Information
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0Maintenance of Historical Building
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0269
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt0602
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt05064
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0LIBRARY IMPROVEMENTS
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0none
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0none
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06542
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013173
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06631
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04696
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07362
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011167
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014552
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06631
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07921
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt023225
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04696
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07362
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011167
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06542
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt031146
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt037777
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Massachusetts Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0419
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0419
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Library Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0419
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
SalesOfInventoryList/InventorySaleGrp/CategoryTxt0INVENTORY SALES
SalesOfInventoryList/InventorySaleGrp/CostOfGoodsSoldAmt0392
SalesOfInventoryList/InventorySaleGrp/GrossSalesAmt0627
SalesOfInventoryList/InventorySaleGrp/NetAmt0235
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt014
TaxesSchedule/TaxesDetail/Amt00
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes Paid on Dividend
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt014
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt014
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN R ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05084046400
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Walpole Historical Society
ReturnHeader/Filer/BusinessNameControlTxt0WALP
ReturnHeader/Filer/EIN0237357148
ReturnHeader/Filer/USAddress/AddressLine1Txt033 West Street PO Box 100
ReturnHeader/Filer/USAddress/CityNm0Walpole
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0020810100
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042659613
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0William E Valentine CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt024 Sunrise Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Haverhill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0018356900
ReturnHeader/PreparerPersonGrp/PhoneNum05084464591
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William E Valentine CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-08-12T09:47:56-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-04-01
ReturnHeader/TaxPeriodEndDt02016-03-31
ReturnHeader/TaxYr02015

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