BOURNE HISTORICAL SOCIETY INC

EIN: 042578062 501(c)(3)

BOURNE, MA

Total Revenue
$178,557
Total Expenses
$76,622
Total Assets
$751,256
Net Assets
$745,186
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1921
Legal Domicile
MA
Principal Officer
MAVIS ROBINSON
Phone
5087598167
Tax Period
2024-01-01 to 2024-12-31

BOURNE HISTORICAL SOCIETY INC, founded in 1921, is a small nonprofit that reported $179K in total revenue in fiscal year 2024. Revenue surged 97% from the prior year, signaling strong growth momentum. The organization ran a surplus of $102K, a strong 57% operating margin.

Mission

THE BOURNE HISTORICAL SOCIETY IS COMMITTED TO PRESERVE, PROTECT, PRESENT AND PROMOTE THE HISTORY OF BOURNE THROUGH HISTORICAL EXHIBITS, CULTURAL ACTIVITIES, LECTURES, AND OTHER EVENTS FOR THE PURPOSE OF HISTORICAL AND CULTURAL PRESERVATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $17,257
Program Service Revenue $2,467
Investment Income $109,709
Other Revenue $49,124
TOTAL REVENUE $178,557

Expense Breakdown

Grants Paid $0
Salaries & Benefits $32,411
Fundraising Expenses $0
Program Expenses $58,181
Other Expenses $44,211
TOTAL EXPENSES $76,622

Year-over-Year Comparison

2024 2023 Change
Revenue $178,557 $90,817 +1.0%
Expenses $76,622 $73,780 +0.0%
Net Income $101,935 $17,037 +5.0%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
15
Independent Members
15
Employees
8
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✓ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MAVIS ROBINSON PRESIDENT N/A
Officer
$0 $0 $0
THOMAS LYONS TREASURER N/A
Officer
$0 $0 $0
PETER J PERRONI CLERK N/A
Officer
$0 $0 $0
HOWARD C ROBINSON ASSISTANT TR N/A
Officer
$0 $0 $0
PAULINE SAMPSON VICE PRESIDE N/A
Officer
$0 $0 $0
KAREN SHINNEY VICE PRESIDE N/A
Officer
$0 $0 $0
DIANE FLYNN PAST PRESIDE N/A
Officer
$0 $0 $0
KEVIN SMITH DIRECTOR N/A
Director
$0 $0 $0
GALON BARLOW DIRECTOR N/A
Director
$0 $0 $0
KATHY DWYER DIRECTOR N/A
Director
$0 $0 $0
WILLIAM PRODOUZ DIRECTOR N/A
Director
$0 $0 $0
DALE BAKER DIRECTOR N/A
Director
$0 $0 $0
PHILLIP BURGESS DIRECTOR N/A
Director
$0 $0 $0
PETER MEIER DIRECTOR N/A
Director
$0 $0 $0
KATHY FOX ALFANO DIRECTOR N/A
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $178,557 $76,622 $751,256 $101,935
2023 $90,817 $73,780 $704,575 $17,037
2022 $47,627 $62,916 $636,997 $-15,289
2021 $127,222 $65,473 $712,235 $61,749
2020 $48,939 $42,392 $643,377 $6,547
2019 $70,966 $71,067 $645,855 $-101
2018 $81,438 $69,232 $585,487 $12,206
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