Civic Intelligence

Waterbury Historical Society

EIN 03-0289348 • 501(c)3 • Waterbury, VT

Waterbury, VT
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

13th percentile

-59%

Higher net margin than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

28th percentile

-28%

Faster asset growth than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

31st percentile

-23%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$105,996

Down $40,830 (-28%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Down

$105,996

Down $40,830 (-28%) from 2014

Revenue

Down

$65,988

Down $19,935 (-23%) from 2014

Expenses

Up

$104,854

Up $99,248 (+1770%) from 2014

Net Income

Down

-$38,866

Down $119,183 (-148%) from 2014

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2014: $146,826Liabilities 2014: $0Net Assets 2014: $146,8262014Assets 2015: $105,996Liabilities 2015: $0Net Assets 2015: $105,9962015

Highlighted filing

2015

Assets$105,996
Liabilities$0
Net Assets$105,996

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2014: $85,923Expenses 2014: $5,606Net Income 2014: $80,3172014Revenue 2015: $65,988Expenses 2015: $104,854Net Income 2015: -$38,8662015

Highlighted filing

2015

Revenue$65,988
Expenses$104,854
Net Income-$38,866

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 16, 2016
Return Version
2015v2.1
Gross Receipts
$65,988
Mission and Program Overview

Mission

Preservation of the history of waterbury vermont.

Program Services

DescriptionGrantsExpenses
PRESERVING ARTIFACTS AND PUBLISHING A HISTORY BOOK$100,000$104,854
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE WILLARDDirector-$0--
DAVID LUCEDirector-$0--
BRIAN HARWOODCo-President-$0--
THERESA WOODCo-President-$0--
JAN GENDREAUSecretary-$0--
PAUL WILLARDTreasurer-$0--
CHRIS PALERMOAsst Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Waterbury Historical Society
EIN
03-0289348
Phone
8022446330
Address
PO Box 708, Waterbury, VT 05676

Signing Officer

Name
Paul Willard
Title
Treasurer
Phone
8022446330
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Hall & Holden Pc
Address
PO BOX 1427, WAITSFIELD, VT 05673
Preparer
Robert J Holden
Phone
8024963140
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: INTEREST INCOME. Amount: 142. Description: DIVIDEND INCOME. Amount: 3,404. Total Included on Form 990-EZ, line 4: 3,546. Total to Form 990-EZ, line 14: 804.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: BUILDING CONSTRUCTION. Grantee Name: TOWN OF WATERBURY. Grantee Address: 51 SOUTH MAIN STREET WATERBURY, VT 05676. Property Description: cash. Book Value of Property: 100,000. Date of Gift: 06/01/15. Amount Given: 100,000.

Form 990-EZ, Part I, Line 14

Description: Depreciation. Amount: 654. Description: Other Expenses. Amount: 150.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: DUES/FEES. Amount: 100. Description: INSURANCE. Amount: 483. Description: SUPPLIES. Amount: 1,362. Description: WEBSITE. Amount: 147. Total to Form 990-EZ, line 16: 2,092.

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

Description: UNREALIZED GAIN ON INVESTMENTS. Amount: -1,964.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: Other Depreciable Assets. Beg. of Year Amount: 0. End of Year Amount: 15,636.

Raw XML Appendix187 raw XML fields

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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ASST TREASURER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INTEREST INCOME. Amount: 142. Description: DIVIDEND INCOME. Amount: 3,404. Total Included on Form 990-EZ, line 4: 3,546. Total to Form 990-EZ, line 14: 804.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: BUILDING CONSTRUCTION. Grantee Name: TOWN OF WATERBURY. Grantee Address: 51 SOUTH MAIN STREET WATERBURY, VT 05676. Property Description: cash. Book Value of Property: 100,000. Date of Gift: 06/01/15. Amount Given: 100,000.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: UNREALIZED GAIN ON INVESTMENTS. Amount: -1,964.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: Other Depreciable Assets. Beg. of Year Amount: 0. End of Year Amount: 15,636.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16 - Other Expenses
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 24 - Other Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02016-09-27 15:27:22Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL WILLARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08022446330
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Waterbury Historical Society
ReturnHeader/Filer/BusinessNameControlTxt0WATE
ReturnHeader/Filer/EIN0030289348
ReturnHeader/Filer/PhoneNum08022446330
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 708
ReturnHeader/Filer/USAddress/CityNm0Waterbury
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005676
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1427
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAITSFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005673
ReturnHeader/PreparerPersonGrp/PhoneNum08024963140
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert J Holden
ReturnHeader/ReturnTs02016-05-16T13:42:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits