Civic Intelligence

Bedford Historical Society Inc

EIN 51-0179845 • 501(c)3 • Bedford, MA

Profile

To maintain historical records and museum artifacts relating to town's history. To provide access for researchers, residents and families of prominent citizens.

16 South RoadBedford, MA 01730

bedfordmahistory.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

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

Liabilities / Revenue

20th percentile

0.00x

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

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

Net Margin

67th percentile

14%

Higher net margin than 67% 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

61st percentile

7.5%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

84th percentile

55%

Faster revenue growth than 84% of similar nonprofits.

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

Assets

Up

$1,381,578

Up $96,164 (+7.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,381,578

Up $96,164 (+7.5%) from 2023

Revenue

Up

$86,735

Up $30,820 (+55%) from 2023

Expenses

Down

$74,283

Down $23,673 (-24%) from 2023

Net Income

Up

$12,452

Up $54,493 (+130%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $249,098Liabilities 2010: $0Net Assets 2010: $249,0982010Assets 2011: $211,888Liabilities 2011: $0Net Assets 2011: $211,8882011Assets 2012: $214,937Liabilities 2012: $0Net Assets 2012: $214,9372012Assets 2013: $993,362Liabilities 2013: $0Net Assets 2013: $993,3622013Assets 2014: $1,032,632Liabilities 2014: $0Net Assets 2014: $1,032,6322014Assets 2015: $960,976Liabilities 2015: $0Net Assets 2015: $960,9762015Assets 2016: $1,009,677Liabilities 2016: $0Net Assets 2016: $1,009,6772016Assets 2017: $1,135,835Liabilities 2017: $0Net Assets 2017: $1,135,8352017Assets 2018: $1,053,854Liabilities 2018: $0Net Assets 2018: $1,053,8542018Assets 2019: $1,251,915Liabilities 2019: $0Net Assets 2019: $1,251,9152019Assets 2020: $1,369,960Liabilities 2020: $0Net Assets 2020: $1,369,9602020Assets 2021: $1,496,735Liabilities 2021: $0Net Assets 2021: $1,496,7352021Assets 2022: $1,155,101Liabilities 2022: $0Net Assets 2022: $1,155,1012022Assets 2023: $1,285,414Liabilities 2023: $0Net Assets 2023: $1,285,4142023Assets 2024: $1,381,578Liabilities 2024: $0Net Assets 2024: $1,381,5782024

Highlighted filing

2024

Assets$1,381,578
Liabilities$0
Net Assets$1,381,578

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $49,7442010Expenses 2011: $27,4712011Expenses 2012: $25,1132012Revenue 2013: $817,486Expenses 2013: $49,627Net Income 2013: $767,8592013Revenue 2014: $62,380Expenses 2014: $41,072Net Income 2014: $21,3082014Revenue 2015: $52,565Expenses 2015: $49,623Net Income 2015: $2,9422015Revenue 2016: $51,651Expenses 2016: $47,754Net Income 2016: $3,8972016Revenue 2017: $57,499Expenses 2017: $43,691Net Income 2017: $13,8082017Revenue 2018: $90,346Expenses 2018: $53,311Net Income 2018: $37,0352018Revenue 2019: $112,279Expenses 2019: $57,947Net Income 2019: $54,3322019Revenue 2020: $350,488Expenses 2020: $53,223Net Income 2020: $297,2652020Revenue 2021: $95,096Expenses 2021: $62,986Net Income 2021: $32,1102021Revenue 2022: $30,620Expenses 2022: $118,160Net Income 2022: -$87,5402022Revenue 2023: $55,915Expenses 2023: $97,956Net Income 2023: -$42,0412023Revenue 2024: $86,735Expenses 2024: $74,283Net Income 2024: $12,4522024

Highlighted filing

2024

Revenue$86,735
Expenses$74,283
Net Income$12,452

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.09$0.07$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.06$0.10$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.03$0.12$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.10$0.06$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.35$0.05$0.30
2019Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.11$0.06$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.09$0.05$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.06$0.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.05$0.05$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.05$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.06$0.04$0.02
2013Summary only. Only limited summary data is available for this year.$0.99$0.00$0.99$0.82$0.05$0.77
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.00$0.21$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.00$0.21$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.00$0.25$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$242,292
Mission and Program Overview

Mission

To maintain historical records and museum artifacts relating to town's history. To provides access for researchers, residents and families of prominent citizens.

LOCAL HISTORICAL SOCIETY

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,256,037$1,358,872▲ $102,835
Cash and Non-Interest-Bearing Accounts$20,361$13,394▼ $6,967
Inventories for Sale or Use$8,663$9,175▲ $512
Prepaid Expenses and Deferred Charges$353$137▼ $216
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,285,414$1,381,578▲ $96,164
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,285,414$1,381,578▲ $96,164
Total Net Assets Fund Balance$1,285,414$1,381,578▲ $96,164
Total Liabilities and Net Assets / Fund Balance$1,285,414$1,381,578▲ $96,164

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$2,005$2,005
Other Securities$1,358,872--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sharon McdonaldPresident
Kara KerwinVice President
Carol AmickDirector
Frank GiccaDirector
Jan Van SteenwijkDirector
Jane PufferDirector
Joan GiccaDirector
John LizDirector
Julie Mccay TurnerDirector
Paul PurchiaDirector
Richard ReedDirector
Thomas KinzerDirector
Lee VordererClerk
William MoonanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$23,886
Program Service Revenue
$0
Investment Income
$60,629
Other Revenue
$2,220
All Other Contributions
$17,236
Change in Net Assets
$12,452
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$39,224
Other Expenses$35,059
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$36,286-$36,286
Office Expenses$9,243$3,081-$12,324
Fees for Services Management-$11,189-$11,189
Occupancy$5,696$1,899-$7,595
Fees for Services Accounting-$3,500-$3,500
Payroll Taxes-$2,938-$2,938
Fees for Services Other-$1,461-$1,461
Other Expenses$482$161-$643
All Other Expenses$-7,866$58-$-7,808
Total Functional Expenses$13,710$60,573$0$74,283
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The governing body reviews the form 990 at its monthly meeting prior to filing the return.

Form 990, Part VI, Section C, Line 19

Organization makes its governing documents, conflict of interest policy, and financial statements available upon request

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Thomas kinzer - 2106 thompson farm road, bedford, ma 01730. Paul purchia - 17 reed lanr, bedford, ma 01730. Lee vorderer - 42 fletcher road, bedford, ma 01730. Frank gicca - 16 fox run road, bedford, ma 01730. Joan gicca - 16 fox run road, bedford, ma 01730. Sharon mcdonald - 4 hunt road, bedford, ma 01730. Kara kerwin - 394 davis road, bedford, ma 01730. Jan van steenwijk - 212 old billerica road, bedford, ma 01730. Julie mccay turner - 431 concord rd, bedford, ma 01730. Carol amick - 18 crescent st, bedford, ma 01730. Jane puffer - 235 great road, bedford, ma 01730. Richard reed - 5 glen ora drive, bedford, ma 01730. William moonan - 18 crescent ave, bedford, ma 01730. John liz - 2 jefferey circle, bedford, ma 01730.

Filing and Contact Details

Filer

Filer Name
Bedford Historical Society Inc
EIN
51-0179845
Phone
7812757276
Address
16 SOUTH ROAD, BEDFORD, MA 01730

Signing Officer

Name
Sharon Mcdonald
Title
Director
Phone
7812757276
Signed
2025-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sharon Mcdonald
Formed
1893
Legal Domicile
Ma
Voting Board Members
14
Independent Board Members
14
Employees
1
Volunteers
25

Preparer

Firm
Howell & Minchello Llp
Address
30 MONUMENT SQUARE SUITE 155, CONCORD, MA 01742
Preparer
Michael J Minchello CPA
Phone
7818632444
Raw XML AppendixShowing 400 of 421 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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IRS990/OtherExpensesGrp/ProgramServicesAmt3482
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IRS990/OtherSalariesAndWagesGrp/TotalAmt036286
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IRS990/PrincipalOfficerNm0SHARON MCDONALD
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IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDES COMMUNITY OUTREACH THROUGH EXHIBTS OF SOCIETY ARTIFACTS IN VARIOUS PUBLIC BUILDINGS, PREPARATION OF ARTICLES AND PHOTOGRAPHS FOR PUBLICATION AND FOR PROGRAMS FOR SCHOOLS AND SENIOR CITIZENS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01666
IRS990/ProgSrvcAccomActy3Grp/Desc0PRESENTS 6 EDUCATIONAL PROGRAMS OF HISTORIC INTEREST AT GENERAL MEETINGS OF SOCIETY AND PUBLISHES 7 NEWSLETTERS ANNUALLY AND PROVIDES DIRECT SUPPORT TO COMMUNITY STUDENTS THROUGH THE USE OF AWARDS AND SCHOLARSHIPS.
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IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherRevenueAmt01672
IRS990/PYProgramServiceRevenueAmt00
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR THE SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC, THE COMMUNITY, AND ITS MEMBERSHIP GROUP. DUE TO CIRCUMSTANCES RELATED TO THE COVID PANDEMIC, THE ORGANIZATION HAS EXPERIENCED FLUCTUATIONS IN DONATION AND MEMBERSHIP INCOME WHICH IS EXPECTED TO IMPROVE IN THE NEAR TERM.
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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02005
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01358872
IRS990ScheduleD/OtherSecuritiesGrp/Desc0STOCK INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
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IRS990ScheduleD/TotalBookValueSecuritiesAmt01358872
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY REVIEWS THE FORM 990 AT ITS MONTHLY MEETING PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THOMAS KINZER - 2106 THOMPSON FARM ROAD, BEDFORD, MA 01730. PAUL PURCHIA - 17 REED LANR, BEDFORD, MA 01730. LEE VORDERER - 42 FLETCHER ROAD, BEDFORD, MA 01730. FRANK GICCA - 16 FOX RUN ROAD, BEDFORD, MA 01730. JOAN GICCA - 16 FOX RUN ROAD, BEDFORD, MA 01730. SHARON MCDONALD - 4 HUNT ROAD, BEDFORD, MA 01730. KARA KERWIN - 394 DAVIS ROAD, BEDFORD, MA 01730. JAN VAN STEENWIJK - 212 OLD BILLERICA ROAD, BEDFORD, MA 01730. JULIE MCCAY TURNER - 431 CONCORD RD, BEDFORD, MA 01730. CAROL AMICK - 18 CRESCENT ST, BEDFORD, MA 01730. JANE PUFFER - 235 GREAT ROAD, BEDFORD, MA 01730. RICHARD REED - 5 GLEN ORA DRIVE, BEDFORD, MA 01730. WILLIAM MOONAN - 18 CRESCENT AVE, BEDFORD, MA 01730. JOHN LIZ - 2 JEFFEREY CIRCLE, BEDFORD, MA 01730.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990/USAddress/StateAbbreviationCd0MA
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IRS990/WebsiteAddressTxt0BEDFORDMAHISTORY.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHARON MCDONALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07812757276
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEDFORD HISTORICAL SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0BEDF

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