Civic Intelligence

Walpole Historical Society Inc.

990PF • Fiscal year 2020 • EIN 23-7357148

Apr 01, 2019 to Mar 31, 2020 • Filed on Jul 20, 2020

Organization Profile
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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

28th percentile

-14%

Higher net margin than 28% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

43rd percentile

-0.8%

Faster asset growth than 43% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

18th percentile

-57%

Faster revenue growth than 18% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$267,750

Down $2,064 (-0.8%) from 2019

Net Assets

Down

$267,750

Down $2,064 (-0.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin28th percentile

Revenue

Down

$14,771

Down $19,538 (-57%) from 2019

Expenses

Up

$16,835

Up $7,706 (+84%) from 2019

Net Income

Down

-$2,064

Down $27,244 (-108%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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 2020: $267,750Liabilities 2020: $0Net Assets 2020: $267,7502020Assets 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

2020

Assets$267,750
Liabilities$0
Net Assets$267,750
Open 2020 Filing

Operations Trend

Revenue Growth18th percentile

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

$150K$100K$50K$0-$50KExpenses 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 2020: $14,771Expenses 2020: $16,835Net Income 2020: -$2,0642020Revenue 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

2020

Revenue$14,771
Expenses$16,835
Net Income-$2,064
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Jul 20, 2020
Return Version
2019v5.1
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 LANGMEADTreasurer-$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
2020-07-20
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 Appendix350 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/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN R ANDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN COSMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROGER F TURNER Jr
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0222500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0307938
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0266631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0280725
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.243912
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt016835
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt016835
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt016835
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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/PhoneNum05085050198
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/Description4Txt0Scholarships Encouraging Historical Studies
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0904
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt05509
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt05541
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt04000
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PERMANENT STUDENT SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0WALPOLE SCHOLARSHIP FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 58
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0East Walpole
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002032
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04000
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/ExcessDistributionCyovYr1Amt012363
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0546
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0717
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04696
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04696
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt030461
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016835
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012363
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0546
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0717
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016835
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016835
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt035157
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018322
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0904
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Library Development
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0904
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0904
SalesOfInventoryList/InventorySaleGrp/CategoryTxt0INVENTORY SALES
SalesOfInventoryList/InventorySaleGrp/CategoryTxt1BOOK ROYALTIES
SalesOfInventoryList/InventorySaleGrp/CostOfGoodsSoldAmt0860
SalesOfInventoryList/InventorySaleGrp/CostOfGoodsSoldAmt10
SalesOfInventoryList/InventorySaleGrp/GrossSalesAmt01719
SalesOfInventoryList/InventorySaleGrp/GrossSalesAmt129
SalesOfInventoryList/InventorySaleGrp/NetAmt0859
SalesOfInventoryList/InventorySaleGrp/NetAmt129
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John R Anderson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05084046400
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-20
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/PreparationDt02020-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William E Valentine CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-08-04T14:31:06-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-04-01
ReturnHeader/TaxPeriodEndDt02020-03-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$267,750
Liabilities
$0
Net assets
$267,750
Revenue
$14,771
Expenses
$16,835
Net income
-$2,064
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
2020Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.15$0.17$0.02
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