Civic Intelligence

Walpole Historical Society Inc.

990PF • Fiscal year 2018 • EIN 23-7357148

Apr 01, 2017 to Mar 31, 2018 • Filed on Aug 07, 2018

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

(508) 446-4591

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

59th percentile

4.8%

Faster asset growth than 59% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

15th percentile

-34%

Faster revenue growth than 15% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$244,634

Up $11,257 (+4.8%) from 2017

Net Assets

Up

$244,634

Up $11,257 (+4.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin77th percentile

Revenue

Down

$14,021

Down $7,197 (-34%) from 2017

Expenses

Down

$11,042

Down $4,965 (-31%) from 2017

Net Income

Down

$2,979

Down $2,232 (-43%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

2018

Assets$244,634
Liabilities$0
Net Assets$244,634
Open 2018 Filing

Operations Trend

Revenue Growth15th percentile

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

2018

Revenue$14,021
Expenses$11,042
Net Income$2,979
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Aug 7, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

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
5086682008
Signed
2018-08-07
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 Appendix379 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt016b William Valentine CPA
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.237411
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/PrivateOperatingFoundationInd0false
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/Expenses1Amt0563
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt01459
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt05387
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0LIBRARY IMPROVEMENTS
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt0563
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt0563
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/AppliedToCurrentYearAmt011059
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011059
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0717
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04696
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07362
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07362
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05959
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0546
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0717
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04696
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011605
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0546
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013321
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012775
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1563
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2470
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Net capital loss
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Library Purchases
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Placque
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1563
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2470
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1563
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2470
SalesOfInventoryList/InventorySaleGrp/CategoryTxt0INVENTORY SALES
SalesOfInventoryList/InventorySaleGrp/CostOfGoodsSoldAmt02318
SalesOfInventoryList/InventorySaleGrp/GrossSalesAmt04635
SalesOfInventoryList/InventorySaleGrp/NetAmt02317
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN R ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05086682008
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-07
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/FilingSecurityInformation/AtSubmissionCreationDeviceId01E4E5C91359CB599AD6D07CC838640ADE4FD41BF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01E4E5C91359CB599AD6D07CC838640ADE4FD41BF
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId00458202018219j35jnsy
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-08-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.126.21.13
ReturnHeader/FilingSecurityInformation/IPDt02018-08-07
ReturnHeader/FilingSecurityInformation/IPTm017:12:43
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/PreparationDt02018-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William E Valentine CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-07T16:34:04-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-04-01
ReturnHeader/TaxPeriodEndDt02018-03-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$244,634
Liabilities
$0
Net assets
$244,634
Revenue
$14,021
Expenses
$11,042
Net income
$2,979
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
2018Detailed filing. Detailed filing data is available for this year.$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