Nonprofit · EIN 04-2760309
SOUTHWICK HISTORICAL SOCIETY INC
Tax-exempt · SOUTHWICK, MA 01077
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990 | $206,779 | $54,937 | $151,842 | $709,528 | $28,309 | $681,219 |
| May 31, 2025 | 990 | $197,388 | $33,235 | $164,153 | $523,360 | $32,296 | $491,064 |
| May 31, 2024 | 990 | $13,978 | $26,831 | -$12,853 | $525,993 | $0 | $525,993 |
Financial details: 990 for the year ended May 31, 2026
Revenue
- Contributions, gifts and grants
- $196,059
- of which government grants
- $190,528
- Membership dues
- $730
- Program service revenue
- $0
- Investment income
- $9
- Net rental income
- $9,600
- Net income from fundraising events
- $828
- Net income from sales of inventory
- $283
- Other revenue
- $10,711
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $300
- Occupancy
- $8,142
- Travel
- $465
- Depreciation
- $13,528
- Program services (functional)
- $49,887
- Management and general (functional)
- $4,305
- Fundraising (functional)
- $745
Balance sheet and other
- Total assets, start of year
- $523,360
- Total assets, end of year
- $709,528
- Total liabilities, end of year
- $28,309
- Net assets, end of year
- $681,219
- Land, buildings and equipment
- $670,967
- Gross unrelated business income
- $9,609
- Gross receipts
- $206,779
- Employees
- 0
- Volunteers
- 15
- Year formed
- 1975
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHARON OLSON | DIRECTOR Trustee or director | 5 | $0 |
| PATRICIA ODIORNE | TREASURER Trustee or director, Officer | 5 | $0 |
| MARCUS PHELPS | DIRECTOR Trustee or director | 2 | $0 |
| CAROLE OLSEN | DIRECTOR Trustee or director | 2 | $0 |
| LEE D HAMBERG | ARCHIVIST Trustee or director, Officer | 5 | $0 |
| SANDRA JABLONSKI | DIRECTOR Trustee or director | 2 | $0 |
| CHARLENE GOODWIN | DIRECTOR Trustee or director | 2 | $0 |
| DENISE MULDREW | PRESIDENT Trustee or director, Officer | 2 | $0 |
| ROBERT MULDREW | DIRECTOR Trustee or director | 2 | $0 |
| BARBARA PHELPS | SECRETARY Trustee or director, Officer | 3 | $0 |
| LINDA HADLEY | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended May 31, 2025: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA WONSON-SCHOMER | PRESIDENT Trustee or director, Officer | 1 | $0 |
| SHARON OLSON | DIRECTOR Trustee or director, Officer | 5 | $0 |
| PATRICIA ODIORNE | TREASURER Trustee or director, Officer | 5 | $0 |
| MARCUS PHELPS | DIRECTOR Trustee or director | 2 | $0 |
| CAROLE OLSEN | DIRECTOR Trustee or director | 2 | $0 |
| LEE D HAMBERG | ARCHIVIST Trustee or director, Officer | 5 | $0 |
| SANDRA JABLONSKI | DIRECTOR Trustee or director | 2 | $0 |
| CHARLENE GOODWIN | DIRECTOR Trustee or director | 2 | $0 |
| DENISE MULDREW | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| ROBERT MULDREW | DIRECTOR Trustee or director | 2 | $0 |
| BARBARA PHELPS | SECRETARY Trustee or director, Officer | 3 | $0 |
990 for the year ended May 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDRA JABLONSKI | DIRECTOR Trustee or director | 2 | $0 |
| CAROLE OLSEN | DIRECTOR Trustee or director | 2 | $0 |
| DORI NEUWIRTH | DIRECTOR Trustee or director | 5 | $0 |
| CHARLENE GOODWIN | DIRECTOR Trustee or director | 2 | $0 |
| MARCUS PHELPS | DIRECTOR Trustee or director | 2 | $0 |
| DENISE MULDREW | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| LINDA WONSON-SCHOMER | PRESIDENT Trustee or director, Officer | 1 | $0 |
| SHARON OLSON | SECRETARY Trustee or director, Officer | 5 | $0 |
| LEE D HAMBERG | ARCHIVIST Trustee or director, Officer | 5 | $0 |
| PATRICIA ODIORNE | TREASURER Trustee or director, Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 323, SOUTHWICK, MA 01077-0323
- In care of
- % PATRICIA L ODIORNE
- Principal officer (990 for 2025)
- PATRICIA ODIORNE, 11 WHITE ST, SOUTHWICK, MA 01077
- Signed the 990
- PATRICIA L ODIORNE, TREASURER
- Phone
- (413) 569-2012
- Return prepared by
- DRENEN FINANCIAL SERVICES INC
Mission
HISTORICAL PRESERVATION AND PROMOTION OF INTEREST IN PLACES AND OBJECTS OF HISTORICAL VALUE TO THE TOWN OF SOUTHWICK, MASSACHUSETTS AND THE COLLECTION AND PRESERVATION OF SAID OBJECTS.
Program accomplishments
- PROMOTION, COLLECTION AND PRESERVATION OF PLACES AND OBJECTS OF HISTORICAL VALUE, SPECIFICALLY THE PRESERVATION AND RESTORATION OF THE HISTORICAL VALUE, SPECIFICALLY THE PRESERVATION AND RESTORATION OF THE HISTORICAL MOORE-WATERMAN HOUSE AND THE GILLET CIGAR FACTORY AND THE MOORE MEADOWS.Expenses $49,887 · grants $40,528 · revenue $670
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990 on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2760309
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1984
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $709,528
- Income (IRS master file)
- $206,779
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2026 | $206,779 | $54,937 | $709,528 | XML |
| 990 | May 2025 | $197,388 | $33,235 | $523,360 | XML |
| 990 | May 2024 | $13,978 | $26,831 | $525,993 | XML |
| 990 | May 2023 | $73,558 | $43,766 | $538,846 | IRS |
| 990 | May 2022 | – | – | – | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2760309).
Questions about SOUTHWICK HISTORICAL SOCIETY INC
- What is the EIN of SOUTHWICK HISTORICAL SOCIETY INC?
- The employer identification number (EIN) of SOUTHWICK HISTORICAL SOCIETY INC is 04-2760309.
- Is SOUTHWICK HISTORICAL SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to SOUTHWICK HISTORICAL SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHWICK HISTORICAL SOCIETY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTHWICK HISTORICAL SOCIETY INC due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHWICK HISTORICAL SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2026.
- Who is the principal officer of SOUTHWICK HISTORICAL SOCIETY INC?
- The 990 for the year ended May 31, 2026 names PATRICIA ODIORNE.
- Who are the officers and directors of SOUTHWICK HISTORICAL SOCIETY INC?
- The 990 for the year ended May 31, 2026 lists 11 people; 0 received compensation from the organization.
- How much revenue does SOUTHWICK HISTORICAL SOCIETY INC have?
- On its 990 for the year ended May 31, 2026 it reported revenue of $206,779, expenses of $54,937 and total assets of $709,528 at year end.
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