Civic Intelligence

Watertown Historical Society Inc

EIN 06-0834599 • 501(c)3 • Watertown, CT

Profile

The primay goal of the society is to preserve Watertown history and to strenthen the community's connection to the past,to each other and to the future.

401 Main StreetWatertown, CT 06795

watertownhistorymuseum.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

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

Liabilities / Revenue

35th percentile

0.00x

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

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

Net Margin

88th percentile

45%

Higher net margin than 88% 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

55th percentile

5.3%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

16th percentile

-23%

Faster revenue growth than 16% of similar nonprofits.

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

Assets

Up

$797,233

Up $40,254 (+5.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$797,233

Up $40,254 (+5.3%) from 2024

Revenue

Down

$89,617

Down $26,160 (-23%) from 2024

Expenses

Down

$49,363

Down $1,166 (-2.3%) from 2024

Net Income

Down

$40,254

Down $24,994 (-38%) from 2024

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $60,844Liabilities 2011: $02011Assets 2012: $64,374Liabilities 2012: $02012Assets 2013: $80,334Liabilities 2013: $02013Assets 2014: $87,028Liabilities 2014: $02014Assets 2015: $105,740Liabilities 2015: $02015Assets 2016: $132,600Liabilities 2016: $02016Assets 2017: $147,209Liabilities 2017: $02017Assets 2018: $174,910Liabilities 2018: $02018Assets 2019: $376,286Liabilities 2019: $115,766Net Assets 2019: $260,5202019Assets 2020: $418,431Liabilities 2020: $68,089Net Assets 2020: $350,3422020Assets 2021: $491,384Liabilities 2021: $62,088Net Assets 2021: $429,2962021Assets 2022: $722,805Liabilities 2022: $45,605Net Assets 2022: $677,2002022Assets 2023: $691,731Liabilities 2023: $0Net Assets 2023: $691,7312023Assets 2024: $756,979Liabilities 2024: $0Net Assets 2024: $756,9792024Assets 2025: $797,233Liabilities 2025: $0Net Assets 2025: $797,2332025

Highlighted filing

2025

Assets$797,233
Liabilities$0
Net Assets$797,233

Operations Trend

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

$150K$100K$50K$0Revenue 2011: $20,449Expenses 2011: $15,730Net Income 2011: $4,7192011Revenue 2012: $26,035Expenses 2012: $22,505Net Income 2012: $3,5302012Revenue 2013: $28,560Expenses 2013: $12,600Net Income 2013: $15,9602013Revenue 2014: $29,614Expenses 2014: $22,920Net Income 2014: $6,6942014Revenue 2015: $41,173Expenses 2015: $22,461Net Income 2015: $18,7122015Revenue 2016: $45,501Expenses 2016: $18,641Net Income 2016: $26,8602016Revenue 2017: $38,087Expenses 2017: $23,478Net Income 2017: $14,6092017Revenue 2018: $44,639Expenses 2018: $16,938Net Income 2018: $27,7012018Revenue 2019: $144,492Expenses 2019: $58,881Net Income 2019: $85,6112019Revenue 2020: $137,343Expenses 2020: $47,521Net Income 2020: $89,8222020Revenue 2021: $116,965Expenses 2021: $38,011Net Income 2021: $78,9542021Revenue 2022: $117,257Expenses 2022: $51,779Net Income 2022: $65,4782022Revenue 2023: $68,153Expenses 2023: $53,622Net Income 2023: $14,5312023Revenue 2024: $115,777Expenses 2024: $50,529Net Income 2024: $65,2482024Revenue 2025: $89,617Expenses 2025: $49,363Net Income 2025: $40,2542025

Highlighted filing

2025

Revenue$89,617
Expenses$49,363
Net Income$40,254

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.97$0.00$7.97$0.90$0.49$0.40
2024Detailed filing. Detailed filing data is available for this year.$7.57$0.00$7.57$1.16$0.51$0.65
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.92$0.00$6.92$0.68$0.54$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.23$0.46$6.77$1.17$0.52$0.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.91$0.62$4.29$1.17$0.38$0.79
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.18$0.68$3.50$1.37$0.48$0.90
2019Summary only. Only limited summary data is available for this year.$3.76$1.16$2.61$1.44$0.59$0.86
2018Summary only. Only limited summary data is available for this year.$1.75$0.00$0.45$0.17$0.28
2017Summary only. Only limited summary data is available for this year.$1.47$0.00$0.38$0.23$0.15
2016Summary only. Only limited summary data is available for this year.$1.33$0.00$0.46$0.19$0.27
2015Summary only. Only limited summary data is available for this year.$1.06$0.00$0.41$0.22$0.19
2014Summary only. Only limited summary data is available for this year.$0.87$0.00$0.30$0.23$0.07
2013Summary only. Only limited summary data is available for this year.$0.80$0.00$0.29$0.13$0.16
2012Summary only. Only limited summary data is available for this year.$0.64$0.00$0.26$0.23$0.04
2011Summary only. Only limited summary data is available for this year.$0.61$0.00$0.20$0.16$0.05
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2024 below.

Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Sep 25, 2024
Return Version
2023v5.0
Gross Receipts
$115,777
Mission and Program Overview

Mission

The primay goal of the society is to preserve Watertown history and to strenthen the community's connection to the past,to each other and to the future.

The primary goal of the society is to preserve watertown history and to strengthen the community's connection to the pas, to each other, and the future.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$691,731$756,979▲ $65,248
Land, Buildings, and Equipment, Net$601,711$636,367▲ $34,656
Savings and Temporary Cash Investments$69,494$65,533▼ $3,961
Cash and Non-Interest-Bearing Accounts$7,944$55,079▲ $47,135
Total Assets$691,731$756,979▲ $65,248
Other Assets Total$12,582--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$691,731$756,979▲ $65,248
Total Liabilities and Net Assets / Fund Balance$691,731$756,979▲ $65,248

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$282,612$48,296$330,908
Other Land Buildings$303,755$21,395$325,150
Land$50,000-$50,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ivan CyrPresident
Joann BarthelmessCurator
Christine SheildsSecretary
Margeret DivitoTreasurer
Chelsea MartiVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$101,226
Program Service Revenue
$9,484
Investment Income
$3,333
Other Revenue
$1,734
All Other Contributions
$86,325
Change in Net Assets
$65,248
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$50,529
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$21,395--$21,395
Occupancy$13,880--$13,880
Office Expenses$8,920--$8,920
Insurance$4,089--$4,089
Advertising$1,055--$1,055
Fees for Services Accounting$895--$895
Interest$295--$295
Total Functional Expenses$50,529$0$0$50,529
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
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

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

The board of directors is provided with a copy of form 990 before it is filed

Form 990, Page 6, Part VI, Line 19

Form 990 is available to the public upon request

Filing and Contact Details

Filer

Filer Name
Watertown Historical Society Inc
EIN
06-0834599
Phone
8602741050
Address
401 MAIN STREET, WATERTOWN, CT 06795

Signing Officer

Name
Ivan Cyr
Title
President
Phone
8602741050
Signed
2024-09-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ivan Cyr
Formed
1945
Legal Domicile
Ct
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Mugford & Dibella LLC
Address
205 W MAIN ST, NEW BRITAIN, CT 06052
Preparer
Christopher M Calabrese
Phone
8602232701
Supplemental Narrative

Additional Explanations

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

The watertown historical society inc., along with the watertown history museum was orginized in 1945 with the objective of collecting local history.

Raw XML Appendix326 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.

Path#Value
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IRS990/BooksInCareOfDetail/PhoneNum08602741050
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IRS990/BooksInCareOfDetail/USAddress/CityNm0WATERTOWN
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IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE-PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0true
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0115777
IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
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IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd0false
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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt014901
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IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt0636367
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE WATERTOWN HISTORICAL SOCIETY INC., ALONG WITH THE WATERTOWN HISTORY MUSEUM WAS ORGINIZED IN 1945 WITH THE OBJECTIVE OF COLLECTING LOCAL HISTORY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS IS PROVIDED WITH A COPY OF FORM 990 BEFORE IT IS FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0691731
IRS990/TotalAssetsEOYAmt0756979
IRS990/TotalAssetsGrp/BOYAmt0691731
IRS990/TotalAssetsGrp/EOYAmt0756979
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0101226
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt050529
IRS990/TotalFunctionalExpensesGrp/TotalAmt050529
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0691731
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0756979
IRS990/TotalOtherProgSrvcExpenseAmt050529
IRS990/TotalProgramServiceExpensesAmt050529
IRS990/TotalProgramServiceRevenueAmt09484
IRS990/TotalRevenueGrp/ExclusionAmt014551
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0115777
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0691731
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0756979
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt043 BEACH AVENUE
IRS990/USAddress/CityNm0WATERTOWN
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006795
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WATERTOWNHISTORYMUSEUM.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0IVAN CYR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08602741050
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WATERTOWN HISTORICAL SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0WATE
ReturnHeader/Filer/EIN0060834599
ReturnHeader/Filer/PhoneNum08602741050
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0WATERTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006795
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823414917
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MUGFORD & DIBELLA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0205 W MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW BRITAIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006052
ReturnHeader/PreparerPersonGrp/PhoneNum08602232701
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER M CALABRESE
ReturnHeader/ReturnTs02024-09-25T10:28:11-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

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