Civic Intelligence

Vermont Historical Society

EIN 03-0179602 • 501(c)3 • Barre, VT

Pub. 78 Eligible

Profile

The vermont historical society engages both vermonters and "vermonters-at- heart" on the exploration of our state's rich heritage. Our purpose is to reach a broad audience through our outstanding collections, statewide outreach, and dynamic programming. We believe that an understanding of the past changes lives and builds better communities.

60 Washington StreetBarre, VT 05641

www.vermonthistory.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

50th percentile

0.13x

Higher debt load relative to assets than 50% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

75th percentile

0.50x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

17th percentile

-12%

Higher net margin than 17% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

66th percentile

$172,308

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

27th percentile

-2.4%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

22nd percentile

-9.6%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$9,748,275

Down $242,892 (-2.4%) from 2024

Liabilities

Down

$1,233,013

Down $48,229 (-3.8%) from 2024

Net Assets

Down

$8,515,262

Down $194,663 (-2.2%) from 2024

Operations
Liabilities / Revenue75th percentileNet Margin17th percentile

Revenue

Down

$2,452,069

Down $259,568 (-9.6%) from 2024

Expenses

Up

$2,755,965

Up $330,836 (+14%) from 2024

Net Income

Down

-$303,896

Down $590,404 (-206%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $9,268,021Liabilities 2011: $1,496,830Net Assets 2011: $7,771,1912011Assets 2012: $8,746,762Liabilities 2012: $1,356,837Net Assets 2012: $7,389,9252012Assets 2013: $8,772,968Liabilities 2013: $1,257,679Net Assets 2013: $7,515,2892013Assets 2014: $9,145,193Liabilities 2014: $1,391,727Net Assets 2014: $7,753,4662014Assets 2015: $8,657,518Liabilities 2015: $1,267,690Net Assets 2015: $7,389,8282015Assets 2016: $8,017,160Liabilities 2016: $971,768Net Assets 2016: $7,045,3922016Assets 2017: $8,121,641Liabilities 2017: $865,099Net Assets 2017: $7,256,5422017Assets 2018: $9,700,721Liabilities 2018: $1,129,227Net Assets 2018: $8,571,4942018Assets 2019: $9,741,958Liabilities 2019: $1,355,168Net Assets 2019: $8,386,7902019Assets 2020: $9,705,959Liabilities 2020: $1,505,393Net Assets 2020: $8,200,5662020Assets 2021: $10,109,321Liabilities 2021: $1,216,365Net Assets 2021: $8,892,9562021Assets 2022: $9,582,174Liabilities 2022: $1,297,890Net Assets 2022: $8,284,2842022Assets 2023: $10,704,537Liabilities 2023: $2,462,541Net Assets 2023: $8,241,9962023Assets 2024: $9,991,167Liabilities 2024: $1,281,242Net Assets 2024: $8,709,9252024Assets 2025: $9,748,275Liabilities 2025: $1,233,013Net Assets 2025: $8,515,2622025

Highlighted filing

2025

Assets$9,748,275
Liabilities$1,233,013
Net Assets$8,515,262
Open 2025 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,155,865Expenses 2011: $1,922,688Net Income 2011: $233,1772011Revenue 2012: $1,644,404Expenses 2012: $2,017,492Net Income 2012: -$373,0882012Revenue 2013: $1,772,049Expenses 2013: $1,869,974Net Income 2013: -$97,9252013Revenue 2014: $1,740,940Expenses 2014: $1,945,626Net Income 2014: -$204,6862014Revenue 2015: $1,591,340Expenses 2015: $1,905,360Net Income 2015: -$314,0202015Revenue 2016: $1,993,122Expenses 2016: $1,926,279Net Income 2016: $66,8432016Revenue 2017: $2,074,743Expenses 2017: $2,154,649Net Income 2017: -$79,9062017Revenue 2018: $3,120,791Expenses 2018: $1,865,100Net Income 2018: $1,255,6912018Revenue 2019: $1,858,406Expenses 2019: $2,121,930Net Income 2019: -$263,5242019Revenue 2020: $1,923,609Expenses 2020: $2,121,630Net Income 2020: -$198,0212020Revenue 2021: $2,303,922Expenses 2021: $2,049,282Net Income 2021: $254,6402021Revenue 2022: $3,118,783Expenses 2022: $2,295,404Net Income 2022: $823,3792022Revenue 2023: $2,225,656Expenses 2023: $2,345,857Net Income 2023: -$120,2012023Revenue 2024: $2,711,637Expenses 2024: $2,425,129Net Income 2024: $286,5082024Revenue 2025: $2,452,069Expenses 2025: $2,755,965Net Income 2025: -$303,8962025

Highlighted filing

2025

Revenue$2,452,069
Expenses$2,755,965
Net Income-$303,896
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,748,275
Liabilities
$1,233,013
Net assets
$8,515,262
Revenue
$2,452,069
Expenses
$2,755,965
Net income
-$303,896
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.75$1.23$8.52$2.45$2.76$0.30
2024Detailed filing. Detailed filing data is available for this year.$9.99$1.28$8.71$2.71$2.43$0.29
2023Detailed filing. Detailed filing data is available for this year.$10.7$2.46$8.24$2.23$2.35$0.12
2022Detailed filing. Detailed filing data is available for this year.$9.58$1.30$8.28$3.12$2.30$0.82
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$1.22$8.89$2.30$2.05$0.25
2020Detailed filing. Detailed filing data is available for this year.$9.71$1.51$8.20$1.92$2.12$0.20
2019Detailed filing. Detailed filing data is available for this year.$9.74$1.36$8.39$1.86$2.12$0.26
2018Detailed filing. Detailed filing data is available for this year.$9.70$1.13$8.57$3.12$1.87$1.26
2017Detailed filing. Detailed filing data is available for this year.$8.12$0.87$7.26$2.07$2.15$0.08
2016Detailed filing. Detailed filing data is available for this year.$8.02$0.97$7.05$1.99$1.93$0.07
2015Detailed filing. Detailed filing data is available for this year.$8.66$1.27$7.39$1.59$1.91$0.31
2014Detailed filing. Detailed filing data is available for this year.$9.15$1.39$7.75$1.74$1.95$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.77$1.26$7.52$1.77$1.87$0.10
2012Summary only. Only limited summary data is available for this year.$8.75$1.36$7.39$1.64$2.02$0.37
2011Summary only. Only limited summary data is available for this year.$9.27$1.50$7.77$2.16$1.92$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 11, 2026
Return Version
2024v5.0
Gross Receipts
$2,531,066
Mission and Program Overview

Mission

The vermont historical society engages both vermonters and "vermonters-at- heart" on the exploration of our state's rich heritage. Our purpose is to reach a broad audience through our outstanding collections, statewide outreach, and dynamic programming. We believe that an understanding of the past changes lives and builds better communities.

The vermont historical society engages both vermonters and "vermonters-at- heart" on the exploration of our state's rich heritage.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,076,428$5,814,798▼ $261,630
Investments in Publicly Traded Securities$2,732,486$2,923,903▲ $191,417
Savings and Temporary Cash Investments$788,120$643,233▼ $144,887
Pledges and Grants Receivable$234,113$126,115▼ $107,998
Cash and Non-Interest-Bearing Accounts-$62,938-
Accounts Receivable$5,149$27,367▲ $22,218
Prepaid Expenses and Deferred Charges$23,977$20,141▼ $3,836
Inventories for Sale or Use$15,982$10,809▼ $5,173
Total Assets$9,991,167$9,748,275▼ $242,892
Other Assets Total$114,912$118,971▲ $4,059
Liabilities
Mortgage Notes Payable Secured by Investment Property$930,477$881,317▼ $49,160
Accounts Payable and Accrued Expenses$168,871$190,175▲ $21,304
Escrow Account Liability$150,891$148,518▼ $2,373
Deferred Revenue$31,003$13,003▼ $18,000
Total Liabilities$1,281,242$1,233,013▼ $48,229
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,414,723$7,187,187▼ $227,536
Net Assets With Donor Restrictions$1,295,202$1,328,075▲ $32,873
Total Net Assets Fund Balance$8,709,925$8,515,262▼ $194,663
Total Liabilities and Net Assets / Fund Balance$9,991,167$9,748,275▼ $242,892

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,126,038$3,644,965$8,771,003
Equipment$604,705$589,000$1,193,705
Land$80,000-$80,000
Other Land Buildings$4,055-$4,055

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,631,378$12,416▲ $300,078$114,291$2,829,581
2023$2,501,992-▲ $321,322$191,936$2,631,378
2022$2,250,680$3,458▲ $248,654$800$2,501,992
2021$2,687,700$9,036▼ $428,280$17,776$2,250,680
2020$2,180,626$10,969▲ $496,105-$2,687,700
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen PerkinsExec. Dir/seFT$135,997$36,311$172,308
Stephen PerkinsExec. Dir/secretary-$131,497$40,811$172,308

Board Members and Trustees

NameTitle
Jan AlbersPresident
Allison BelisleTrustee
Anthony MarroTrustee
Brian LindnerTrustee
Cara ZimmermanTrustee
Carl LismanTrustee
David AustinTrustee
Dick MccormackTrustee
Donald MillerTrustee
Janet AncelTrustee
KATHLEEN O'CONNORTrustee
Kate LalleyTrustee
Melinda MoultonTrustee
Melody Brook MackinTrustee
Michael McraithTrustee
Molly BurkeTrustee
Penrose JacksonTrustee
Peter GilbertTrustee
Randolph D BrockTrustee
Roger Stone Until Aug 2024Trustee
Stephen KidderTrustee
Victor HenningsenTrustee
Catherine DelneoEx Officio T
Sarah Copeland-hanzasEx Officio T
Barbara MiederHonorary Tru
Dawn SchneidermanVice Pres./t
Peter GriffinVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,946,153
Program Service Revenue
$73,899
Investment Income
$214,976
Other Revenue
$217,041
All Other Contributions
$518,879
Change in Net Assets
$-303,896

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,452,069
Revenue Not Reported on Form 990
$150,308
Total Revenue per Audited Statements
$2,602,377
Total Revenue per Form 990
$2,452,069
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,404,655
Other Expenses$1,351,310
Total Fundraising Expense$302,809
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$542,208$104,426$154,355$800,989
Occupancy$323,126$279,751$34$602,911
Depreciation Depletion$285,494$307$2,887$288,688
Pension Plan Contributions$127,392$21,954$48,801$198,147
Current Officers, Directors, Trustees, and Key Employees$57,908$114,062$3,510$175,480
Other Employee Benefits$93,275$30,730$33,103$157,108
Fees for Services Other$78,292$32,536$2,310$113,138
Office Expenses$27,063$55,161$18,251$100,475
Payroll Taxes$44,817$16,199$11,915$72,931
Information Technology$29,002$11,395$17,100$57,497
Insurance-$39,078-$39,078
Interest$35,544$733$366$36,643
Fees for Services Accounting-$22,700-$22,700
Conferences and Meetings$6,926$3,060$4,403$14,389
Travel$7,394$2,623$369$10,386
Advertising$7,117$667$405$8,189
Other Expenses$20$33,329$5,000$5,020
Fees for Services Legal-$1,045-$1,045
Total Functional Expenses$1,683,400$769,756$302,809$2,755,965

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,797,040
Expenses per Audited Statements$2,755,965
Total Expenses per Form 990$2,755,965
Expenses Not Reported on Form 990$41,075
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Membership conveys limited voting rights”

Form 990, Page 6, Part VI, Line 7A

“The vermont secretary of state and the vermont state librarian serve as ex-officio members for the duration of their respective terms in office.”

Form 990, Page 6, Part VI, Line 11B

“The finance committee reviews with the preparer and presents it to the full board.”

Form 990, Page 6, Part VI, Line 12C

“Governance committee reviews and monitors the conflict of interest policy annually.”

Form 990, Page 6, Part VI, Line 15A

“Executive committee determines and reviews annually, three year contract”

Form 990, Page 6, Part VI, Line 19

“Through its board of directors, public officials appointed to the board and upon request.”

Filing and Contact Details

Filer

Filer Name
Vermont Historical Society
EIN
03-0179602
Phone
8024798500
Address
60 WASHINGTON STREET, BARRE, VT 05641

Signing Officer

Name
Stephen Perkins
Title
Exec. Dir/secretary
Phone
8024798500
Signed
2026-03-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Perkins
Formed
1838
Legal Domicile
Vt
Voting Board Members
23
Independent Board Members
23
Employees
20
Volunteers
146

Preparer

Firm
Jmm & Associates Pc
Address
463 MOUNTAIN VIEW DR STE 403, COLCHESTER, VT 05446
Preparer
Randall L Sargent CPA
Phone
8026555665
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The vermont historical society engages both vermonters and "vermonters-at- heart" on the exploration of our state's rich heritage. Our purpose is to reach a broad audience through our outstanding collections, statewide outreach, and dynamic programming. We believe that an understanding of the past changes lives and builds better communities.”

Form 990, Page 1, Part I, Line 6

“Volunteers give amazing amounts of time, talent and energy on behalf of the vermont historical society. Their dedication means more than lending a helping hand to the vhs staff, projects and programs. It means that, because of them, vhs has the impact and outreach of a much larger organization.”

Form 990, Page 2, Part III, Line 4D

“Vermont history bookstore: in the vermont history bookstore, the society sells books about vermont, vermont history and the people, towns and communities of vermont. The purpose of the bookstore is to educate people around the world on the state of vermont and its history. Publications: the society produces various publications on vermont's history for distribution to the general public and its membership.”

Form 990, Part XI, Line 9

“Cost of goods sold 41,075 cost of goods sold -41,075”

Financial Statement Notes

Schedule D, Page 3, Part X

“Vermont historical society, inc. Does not believe there are any material uncertain tax positions and, accordingly, it will not recognize any liability for unrecognized tax benefits.”

Schedule D, Page 4, Part XI, Line 2D

“Cost of goods sold 41,075”

Schedule D, Page 4, Part XII, Line 2D

“Cost of goods sold 41,075”

Schedule D, Page 4, Part XIII

“The society's collections, which were acquired through purchases and contributions since the society's inception, are not recognized as assets on the statements of financial position. Purchases of collection items are recorded as non-operating expenses in the year in which the items are acquired. The society's collections include fine arts (painting and sculpture), decorative arts (furniture, costumes, textiles, and ceramics), and the useful arts (tools and equipment). The museum specializes in items made in vermont or with a long history of use by the people living in vermont. Major concentrations in the collections are vermont pottery, tools, 18th and 19th century coin and paper currency, costumes, textiles, and the works of vermont artists.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRES./T
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IRS990/MissionDesc0THE VERMONT HISTORICAL SOCIETY ENGAGES BOTH VERMONTERS AND "VERMONTERS-AT- HEART" ON THE EXPLORATION OF OUR STATE'S RICH HERITAGE. OUR PURPOSE IS TO REACH A BROAD AUDIENCE THROUGH OUR OUTSTANDING COLLECTIONS, STATEWIDE OUTREACH, AND DYNAMIC PROGRAMMING. WE BELIEVE THAT AN UNDERSTANDING OF THE PAST CHANGES LIVES AND BUILDS BETTER COMMUNITIES.
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