Sudbury Historical Society Inc
Nonprofit profile at a glance
- EIN
- 046193032
- IRS 990-EZ coverage
- 2017–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2013
- Location
- Sudbury, MA, USA
- Phone
- 9784433747
- Rating
- 39
- Verdict
- REVIEW
- Rating confidence
- Moderate
- Sector
- Historical Societies, Related Historical Activities
Reported finances
- Revenue
- $100,020
- Expenses
- $147,371
- Assets
- $279,184
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- Hartley Johnson (President)
- Rachael Robinson (Executive Director)
People named in this filing
- Hartley Johnson (President)
- Rachael Robinson (Executive Director)
- Francesco Buccella (Archivist)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The Sudbury Historical Society (SHS) is dedicated to bringing the rich history of the Sudbury Plantation into the lives and activities of the people of Sudbury. As a non-profit organization, the society depends on donations of time, money and artifacts from our members, citizens and businesses in Sudbury, as well as from people around the country who support our mission. In 2020, the Society moved next door to the Loring Parsonage, where it operates the new Sudbury History Center and Museum, which opened in July, 2021. As an organization, we: -Educate and interest the citizens of Sudbury in a finer public spirit, through understanding of the traditions and history of the town. -Collect, study and conserve artifacts and records relating to the history of Sudbury and its people. Provide public programs and events relevant to the local history of Sudbury. -Provide age appropriate educational materials, research and tours related to the town's history for the town's children and students.
What it reported doing in 2024
The Historical Society continues to connect local residents to the unique history of our community through various activities and programs conducted each month, including historical house tours, lectures and presentation of historical archives.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
REVIEW - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 6
- Transparency & Controls: 82
- Sustainability: 33
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 8%; rating input score 8
- Program expense ratio: 4%; rating input score 4
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -47.3%; rating input score 2; 2nd percentile among comparable filings
- Total-asset coverage ratio: 1.89; rating input score 79; 79th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
- Officer compensation ratio: 68.2%; rating input score 1; 1st percentile among comparable filings
Growth
- Program expense growth: -9.3% per year; rating input score 0; 15th percentile among comparable filings
- Revenue growth: 4% per year; rating input score 100; 43rd percentile among comparable filings
- Asset growth: -0.9% per year; rating input score 0; 25th percentile among comparable filings
Details
- Where the money goes: 8% of revenue deployed · 4% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $6K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 2 filed schedules
- Filing history: 4 filing years from 2017 to 2024
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 8/100.
- High — Financial Efficiency: Program expense ratio scored 4/100.
- High — Sustainability: Operating margin scored 2/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Officer compensation ratio scored 1/100.