Nonprofit · EIN 04-6140811
STERLING HISTORICAL SOCIETY INC
Tax-exempt · STERLING, MA 01564
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $57,387 | $41,046 | $16,341 | $606,076 | $0 | $606,076 |
| June 30, 2024 | 990 | $48,349 | $22,565 | $25,784 | $589,735 | $0 | $589,735 |
| June 30, 2023 | 990 | $29,653 | $31,854 | -$2,201 | $563,951 | $0 | $563,951 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,185
- Membership dues
- $2,185
- Program service revenue
- $0
- Investment income
- $55,202
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $7,500
- Salaries, compensation and benefits (total)
- $7,500
- Professional fundraising fees
- $0
- Depreciation
- $2,771
- Program services (functional)
- $24,274
- Management and general (functional)
- $16,772
Balance sheet and other
- Total assets, start of year
- $589,735
- Total assets, end of year
- $606,076
- Total liabilities, end of year
- $0
- Net assets, end of year
- $606,076
- Land, buildings and equipment
- $45,719
- Publicly traded securities
- $560,099
- Gross receipts
- $57,387
- Employees
- 0
- Volunteers
- 12
- Year formed
- 1935
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kevin Soucy | Treasurer Officer | 10 | $0 |
| Brendon Windwood | Secretary Officer | 10 | $0 |
| Loret Schur | President Officer | 10 | $0 |
| Barbara Roberti | Vice President Officer | 10 | $0 |
| Thomas Kokernak | Trustee Trustee or director | 5 | $0 |
| Terry Heinold | Trustee Trustee or director | 5 | $0 |
| Clare Fisher | Trustee Trustee or director | 5 | $0 |
| John Woodsmall Jr | Trustee Trustee or director | 5 | $0 |
| Lyman Rugg | Trustee Trustee or director | 5 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kevin Soucy | Treasurer Officer | 10 | $0 |
| Brendon Windwood | Secretary Officer | 10 | $0 |
| Loret Schur | President Officer | 10 | $0 |
| Barbara Roberti | Vice President Officer | 10 | $0 |
| Thomas Kokernak | Trustee Trustee or director | 5 | $0 |
| Terry Heinold | Trustee Trustee or director | 5 | $0 |
| Clare Fisher | Trustee Trustee or director | 5 | $0 |
| John Woodsmall Jr | Trustee Trustee or director | 5 | $0 |
| Lyman Rugg | Trustee Trustee or director | 5 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kevin Soucy | Treasurer Officer, Key employee | 10 | $0 |
| Joan Strang | Secretary Officer | 10 | $0 |
| Loret Schur | President Officer | 10 | $0 |
| Barbara Roberti | Vice President Officer | 10 | $0 |
| Diana Munoz | Trustee Trustee or director | 5 | $0 |
| Merylee Calahan | Trustee Trustee or director | 5 | $0 |
| Thomas Kokernak | Trustee Trustee or director | 5 | $0 |
| Clare Fisher | Trustee Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 356, STERLING, MA 01564-0356
- In care of
- % JOAN STRANG
- Mailing address (990-N for 2015)
- 7 PINE STREET PO BOX 356, STERLING MA 01564
- Principal officer (990 for 2024)
- Kevin Soucy, 12 Sandy Ridge Road, Sterling, MA 01564
- Principal officer (990-N for 2015)
- JOAN STRANG, 45 JOHNSON ROAD, STERLING MA 01564
- Signed the 990
- Kevin Soucy, Treasurer
- Phone
- (978) 422-6139
- Website
- WWW.STERLINGHISTORICAL.ORG
- Return prepared by
- Kittredge Tax & Accounting PC
Mission
CONTINUING PRESERVATION OF THE TOWN OF STERLING HISTORICAL ARTIFACTS AND RELATED EDUCATIONAL PROGRAMS
Program accomplishments
- CONTINUING PRESERVATION OF HISTORICAL ARTIFACTS AND RELATED EDUCATIONAL PROGRAMSExpenses $24,274
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-6140811
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1968
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $606,076
- Income (IRS master file)
- $57,387
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $57,387 | $41,046 | $606,076 | XML |
| 990 | June 2024 | $48,349 | $22,565 | $589,735 | XML |
| 990 | June 2023 | $29,653 | $31,854 | $563,951 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990-N for 2015 Officer: JOAN STRANG | June 30, 2016 | ≤ $50,000 receipts | – | – | e-Postcard |
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 04-6140811).
Questions about STERLING HISTORICAL SOCIETY INC
- What is the EIN of STERLING HISTORICAL SOCIETY INC?
- The employer identification number (EIN) of STERLING HISTORICAL SOCIETY INC is 04-6140811.
- Is STERLING HISTORICAL SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to STERLING HISTORICAL SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does STERLING 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 STERLING HISTORICAL SOCIETY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STERLING HISTORICAL SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of STERLING HISTORICAL SOCIETY INC?
- The 990 for the year ended June 30, 2025 names Kevin Soucy.
- Who are the officers and directors of STERLING HISTORICAL SOCIETY INC?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does STERLING HISTORICAL SOCIETY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $57,387, expenses of $41,046 and total assets of $606,076 at year end.
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