SHERBORN HISTORICAL SOCIETY

EIN: 046059666 501(c)(3)

Sherborn, MA

Total Revenue
$461,877
Total Expenses
$11,169
Total Assets
$577,827
Net Assets
$577,827
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1971
Legal Domicile
MA
Principal Officer
DOUGLAS BROWN
Phone
3025215840
Tax Period
2025-01-01 to 2025-12-31

SHERBORN HISTORICAL SOCIETY, founded in 1971, is a small nonprofit that reported $462K in total revenue in fiscal year 2025. Revenue surged 1326% from the prior year, signaling strong growth momentum. The organization ran a surplus of $451K, a strong 98% operating margin.

Mission

The purpose of the Society is to collect, display, store, and preserve artifacts, information, and documents concerning our local history and to use our resources to provide educational services to our community and the public at large.

Program Service Accomplishments

Program 1
Expenses: $350 Revenue: $0

Hosted speaker on historical topic: Stephen Puleo, author, historian, teacher, public speaker and communications professional is the author of eight books, including his most recent, "The Great...

Read more

Hosted speaker on historical topic: Stephen Puleo, author, historian, teacher, public speaker and communications professional is the author of eight books, including his most recent, "The Great Abolitionist: Charles Sumner and the Fight for a More Perfect Union", published by St. Martin's Press in April 2024. The Great Abolitionist tells the story of one of the most influential non-presidents in American history (included in this exclusive club were Benjamin Franklin, Alexander Hamilton, Susan B. Anthony, and Martin Luther King, Jr.) and far more influential than many presidents a leader who exhibited true courage and authenticity.

Program 2
Expenses: $250 Revenue: $0

Hosted speaker on historical topic: Curious to learn more about why beer and where it was drunk was so important to the colonists and revolutionaries in Massachusetts or how the Sons of Liberty...

Read more

Hosted speaker on historical topic: Curious to learn more about why beer and where it was drunk was so important to the colonists and revolutionaries in Massachusetts or how the Sons of Liberty plotted over a port or a pint at notorious public houses like Bostons Green Dragon Tavern? Join us for an evening with Northeastern University History Professor Malcolm F. Purinton, who will explore the roles that such gathering spots had as the colony developed and the American Revolution took shape, where radicals imbibed and plotted to change the world.

Program 3
Expenses: $800 Revenue: $0

Two paintings selected for restoration. Expenses shown represent a deposit for the conservator. Balance will be due upon completion of restoration in 2026.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $458,195
Program Service Revenue $0
Investment Income $2,190
Other Revenue $1,492
TOTAL REVENUE $461,877

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $3,238
Program Expenses $1,400
Other Expenses $11,169
TOTAL EXPENSES $11,169

Year-over-Year Comparison

2025 2024 Change
Revenue $461,877 $32,390 +13.3%
Expenses $11,169 $12,713 -0.1%
Net Income $450,708 $19,677 +21.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
19
Independent Members
19
Employees
N/A
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
4
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Douglas Brown President 1.00
Officer
$0 $0 $0
Megan Hermida Lu Vice President 2.00
Officer
$0 $0 $0
Jane Branch Treasurer 2.00
Officer
$0 $0 $0
George Motley Secretary 0.50
Officer
$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 $461,877 $11,169 $577,827 $450,708
2025 $461,877 $11,169 $577,827 $450,708
2025 $461,877 $11,169 $577,827 $450,708
2025 $461,877 $11,169 $577,827 $450,708
Explore More Nonprofits
Top 100 Nonprofits in Massachusetts Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare SHERBORN HISTORICAL SOCIETY with other nonprofits in Massachusetts and across the country.