Civic Intelligence

Putney Historical Society Inc.

EIN 03-0301185 • 501(c)3 • Putney, VT

Pub. 78 Eligible990-N Coverage

Profile

To bring together those persons interested in the history of the Town of Putney Vermont. To collect any materials pertinent to the history of Putney; to acquire property in order to preserve historic resources.

PO Box 260Putney, VT 05346

putneyhistory.us

Siviq Scores

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

Liabilities / Assets

70th percentile

0.12x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

96th percentile

2.99x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

31st percentile

-4.4%

Higher net margin than 31% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

34th percentile

-2.7%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

85th percentile

62%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$802,841

Down $22,441 (-2.7%) from 2024

Liabilities

Down

$99,443

Down $13,358 (-12%) from 2024

Net Assets

Down

$703,398

Down $9,083 (-1.3%) from 2024

Operations
Liabilities / Revenue96th percentileNet Margin31st percentile

Revenue

Up

$33,219

Up $12,766 (+62%) from 2024

Expenses

Up

$34,671

Up $897 (+2.7%) from 2024

Net Income

Up

-$1,452

Up $11,869 (+89%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,073,242Liabilities 2011: $34,500Net Assets 2011: $1,038,7422011Assets 2012: $1,312,706Liabilities 2012: $224,701Net Assets 2012: $1,088,0052012Assets 2013: $1,239,362Liabilities 2013: $241,560Net Assets 2013: $997,8022013Assets 2014: $1,184,939Liabilities 2014: $222,163Net Assets 2014: $962,7762014Assets 2015: $1,163,149Liabilities 2015: $214,280Net Assets 2015: $948,8692015Assets 2016: $1,114,770Liabilities 2016: $207,953Net Assets 2016: $906,8172016Assets 2017: $1,136,685Liabilities 2017: $277,715Net Assets 2017: $858,9702017Assets 2018: $1,158,530Liabilities 2018: $288,887Net Assets 2018: $869,6432018Assets 2019: $1,103,212Liabilities 2019: $277,750Net Assets 2019: $825,4612019Assets 2020: $994,642Liabilities 2020: $179,157Net Assets 2020: $815,4852020Assets 2021: $931,929Liabilities 2021: $149,634Net Assets 2021: $782,2952021Assets 2022: $893,074Liabilities 2022: $137,372Net Assets 2022: $755,7022022Assets 2023: $851,222Liabilities 2023: $125,420Net Assets 2023: $725,8022023Assets 2024: $825,282Liabilities 2024: $112,801Net Assets 2024: $712,4812024Assets 2025: $802,841Liabilities 2025: $99,443Net Assets 2025: $703,3982025

Highlighted filing

2025

Assets$802,841
Liabilities$99,443
Net Assets$703,398
Open 2025 Filing

Operations Trend

Revenue Growth85th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $97,890Expenses 2011: $49,587Net Income 2011: $48,3032011Revenue 2012: $88,642Expenses 2012: $39,379Net Income 2012: $49,2632012Revenue 2013: $91,267Expenses 2013: $83,813Net Income 2013: $7,4542013Revenue 2014: $25,524Expenses 2014: $60,550Net Income 2014: -$35,0262014Revenue 2015: $83,037Expenses 2015: $100,375Net Income 2015: -$17,3382015Revenue 2016: $271,399Expenses 2016: $313,452Net Income 2016: -$42,0532016Revenue 2017: $103,766Expenses 2017: $151,613Net Income 2017: -$47,8472017Revenue 2018: $452,598Expenses 2018: $440,038Net Income 2018: $12,5602018Revenue 2019: $468,778Expenses 2019: $514,570Net Income 2019: -$45,7922019Revenue 2020: $105,569Expenses 2020: $108,753Net Income 2020: -$3,1842020Revenue 2021: $11,281Expenses 2021: $44,471Net Income 2021: -$33,1902021Revenue 2022: $6,707Expenses 2022: $33,300Net Income 2022: -$26,5932022Revenue 2023: $18,868Expenses 2023: $32,511Net Income 2023: -$13,6432023Revenue 2024: $20,453Expenses 2024: $33,774Net Income 2024: -$13,3212024Revenue 2025: $33,219Expenses 2025: $34,671Net Income 2025: -$1,4522025

Highlighted filing

2025

Revenue$33,219
Expenses$34,671
Net Income-$1,452
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$802,841
Liabilities
$99,443
Net assets
$703,398
Revenue
$33,219
Expenses
$34,671
Net income
-$1,452
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.80$0.10$0.70$0.03$0.03$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.11$0.71$0.02$0.03$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.13$0.73$0.02$0.03$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.14$0.76$0.01$0.03$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.15$0.78$0.01$0.04$0.03
2020Summary only. Only limited summary data is available for this year.$0.99$0.18$0.82$0.11$0.11$0.00
2019Summary only. Only limited summary data is available for this year.$1.10$0.28$0.83$0.47$0.51$0.05
2018Summary only. Only limited summary data is available for this year.$1.16$0.29$0.87$0.45$0.44$0.01
2017Summary only. Only limited summary data is available for this year.$1.14$0.28$0.86$0.10$0.15$0.05
2016Summary only. Only limited summary data is available for this year.$1.11$0.21$0.91$0.27$0.31$0.04
2015Summary only. Only limited summary data is available for this year.$1.16$0.21$0.95$0.08$0.10$0.02
2014Summary only. Only limited summary data is available for this year.$1.18$0.22$0.96$0.03$0.06$0.04
2013Summary only. Only limited summary data is available for this year.$1.24$0.24$1.00$0.09$0.08$0.01
2012Summary only. Only limited summary data is available for this year.$1.31$0.22$1.09$0.09$0.04$0.05
2011Summary only. Only limited summary data is available for this year.$1.07$0.03$1.04$0.10$0.05$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Mar 25, 2026
Return Version
2024v5.1
Gross Receipts
$60,243
Mission and Program Overview

Mission

To bring together those persons interested in the history of the Town of Putney Vermont. To collect any materials pertinent to the history of Putney; to acquire property in order to preserve historic resources.

To bring together those persons interested in the history of the town of Putney Vermont; to collect any materials pertinent to the history of Putney; to acquire property in order to preserve historic resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$770,353$747,667▼ $22,686
Investments in Publicly Traded Securities$27,951$41,201▲ $13,250
Savings and Temporary Cash Investments$19,392$6,077▼ $13,315
Cash and Non-Interest-Bearing Accounts$4,386$5,327▲ $941
Inventories for Sale or Use$2,818$2,569▼ $249
Accounts Receivable$382$0▼ $382
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$825,282$802,841▼ $22,441
Other Assets Total$0$0→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$108,968$95,610▼ $13,358
Deferred Revenue$3,800$3,800→ $0
Accounts Payable and Accrued Expenses$33$33→ $0
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$112,801$99,443▼ $13,358
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$680,548$671,465▼ $9,083
Net Assets With Donor Restrictions$31,933$31,933→ $0
Total Net Assets Fund Balance$712,481$703,398▼ $9,083
Total Liabilities and Net Assets / Fund Balance$825,282$802,841▼ $22,441

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$735,244$389,548-
Other Land Buildings$147$1,463-
Land$10,000--
Equipment$0$4,611-
Leasehold Improvements$2,276$91,349-
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Thomas JamisonPresident
Tim RagleVice President
Barbara TaylorTrustee
Barry StockwellTrustee
Carolyn HandyTrustee
Maryann ToffolonTrustee
Ruth BartonTrustee
Lindley SpeersSecretary
Lyssa PapazianTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,411
Program Service Revenue
$0
Investment Income
$3,240
Other Revenue
$23,568
All Other Contributions
$5,741
Change in Net Assets
$-1,452
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$34,671
Total Fundraising Expense$56
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$30,946$0$0$30,946
Office Expenses$0$1,348$0$1,348
Insurance$1,315$0$0$1,315
Other Expenses$397$40$0$433
Fees for Services Accounting$0$200$0$200
Information Technology$0$130$0$130
Total Functional Expenses$32,658$1,961$56$34,671
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 7A

“Persons who have paid an annual voluntary membership contribution may vote for board members or on questions brought to them by the board of trustees at the annual meeting”

Part VI, Line 11A

“A copy of form 990 and all accompanying schedules is emailed to each member of the board of trustees prior to filing. They have confirmed that they have reviewed it and approve”

Filing and Contact Details

Filer

Filer Name
Putney Historical Society Inc
EIN
03-0301185
Phone
8025793698
Address
PO Box 260, Putney, VT 05346

Signing Officer

Name
Lyssa Papazian
Title
Treasurer
Phone
8025793698
Signed
2026-03-25

Organization Details

Principal Officer
Thomas Jamison
Formed
1959
Legal Domicile
Vt
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
30
Supplemental Narrative

Additional Explanations

Part XI, Line 9

“| Description:, Explanation:, Amount:| The organizations long time trustee who provided volunteer financial oversight and bookkeeping advice passed away in 2025. She created the PHSs annual financial statements and 990s for the past 12 or more years. The current Treasurer and bookkeeper is a volunteer and has tried to follow the form of the past financial statements to create this years statements as well as the 990. However the sources for some of the figures she used are unclear and one-time adjustments were necessary to balance the annual Balance Sheet. In the future a new format for financial statements will be introduced using the adjusted figures as a base with advice from an accountant., One-time Adjustment to balance, $-7631|”

Financial Statement Notes

Part I to XII

“| PartandLinenumber:,Explanation:| Part III Line 4,The Putney Historical Society maintains a collection of historical artifacts and documents related to the history of Putney Vermont. These items include objects clothing memorabilia photographs books and original documents and manuscripts. They are in storage for preservation and conservation occasionally displayed and used for research.| Part VI General,The Putney Historical Society owns the Putney General Store property and leases it to the store operator. The historic building run as a store since 1796 was acquired in 2008 after a fire damaged it in order to preserve it as a general store for the community. After a second fire it was reconstructed and still serves as a general store which anchors the Putney village historic district.|”

Raw XML AppendixShowing 400 of 708 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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