Civic Intelligence

Wallingford Historic Preservation Trust

EIN 06-1326697 • 501(c)3 • Wallingford, CT

Profile

Maintenance of historic buildings and provision of tours of buildings so to educate and enhance appreciation

54 North Elm StreetWallingford, CT 06492

n/A

Siviq Scores

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

Liabilities / Assets

39th percentile

0.02x

Higher debt load relative to assets than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

90th percentile

1.27x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

8th percentile

-43%

Higher net margin than 8% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

35th percentile

-0.9%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

3rd percentile

-68%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$2,154,666

Down $19,563 (-0.9%) from 2024

Liabilities

Down

$51,372

Down $2,275 (-4.2%) from 2024

Net Assets

Down

$2,103,294

Down $17,288 (-0.8%) from 2024

Operations
Liabilities / Revenue90th percentileNet Margin8th percentile

Revenue

Down

$40,422

Down $87,317 (-68%) from 2024

Expenses

Down

$57,710

Down $48,728 (-46%) from 2024

Net Income

Down

-$17,288

Down $38,589 (-181%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,593,834Liabilities 2012: $150,000Net Assets 2012: $1,443,8342012Assets 2013: $2,074,063Liabilities 2013: $150,300Net Assets 2013: $1,923,7602013Assets 2014: $2,166,785Liabilities 2014: $150,303Net Assets 2014: $2,016,4822014Assets 2015: $2,168,729Liabilities 2015: $150,303Net Assets 2015: $2,018,4262015Assets 2017: $2,136,032Liabilities 2017: $150,303Net Assets 2017: $1,985,7292017Assets 2018: $2,151,274Liabilities 2018: $154,864Net Assets 2018: $1,996,4102018Assets 2019: $2,152,952Liabilities 2019: $152,781Net Assets 2019: $2,000,1712019Assets 2020: $2,243,538Liabilities 2020: $203,424Net Assets 2020: $2,040,1142020Assets 2021: $2,164,519Liabilities 2021: $62,648Net Assets 2021: $2,101,8712021Assets 2022: $2,153,050Liabilities 2022: $60,776Net Assets 2022: $2,092,2742022Assets 2024: $2,174,229Liabilities 2024: $53,647Net Assets 2024: $2,120,5822024Assets 2025: $2,154,666Liabilities 2025: $51,372Net Assets 2025: $2,103,2942025

Highlighted filing

2025

Assets$2,154,666
Liabilities$51,372
Net Assets$2,103,294
Open 2025 Filing

Operations Trend

Revenue Growth3rd percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $80,166Expenses 2012: $70,233Net Income 2012: $9,9332012Revenue 2013: $526,346Expenses 2013: $48,732Net Income 2013: $477,6142013Revenue 2014: $141,325Expenses 2014: $48,603Net Income 2014: $92,7222014Revenue 2015: $37,916Expenses 2015: $35,972Net Income 2015: $1,9442015Revenue 2017: $22,300Expenses 2017: $43,961Net Income 2017: -$21,6612017Revenue 2018: $47,660Expenses 2018: $36,979Net Income 2018: $10,6812018Revenue 2019: $33,416Expenses 2019: $29,655Net Income 2019: $3,7612019Revenue 2020: $40,063Expenses 2020: $35,596Net Income 2020: $4,4672020Revenue 2021: $28,051Expenses 2021: $42,106Net Income 2021: -$14,0552021Revenue 2022: $55,150Expenses 2022: $64,747Net Income 2022: -$9,5972022Revenue 2024: $127,739Expenses 2024: $106,438Net Income 2024: $21,3012024Revenue 2025: $40,422Expenses 2025: $57,710Net Income 2025: -$17,2882025

Highlighted filing

2025

Revenue$40,422
Expenses$57,710
Net Income-$17,288
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$2,154,666
Liabilities
$51,372
Net assets
$2,103,294
Revenue
$40,422
Expenses
$57,710
Net income
-$17,288
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.15$0.05$2.10$0.04$0.06$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.17$0.05$2.12$0.13$0.11$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.15$0.06$2.09$0.06$0.06$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.16$0.06$2.10$0.03$0.04$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.24$0.20$2.04$0.04$0.04$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.15$0.15$2.00$0.03$0.03$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.15$0.15$2.00$0.05$0.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.14$0.15$1.99$0.02$0.04$0.02
2015Summary only. Only limited summary data is available for this year.$2.17$0.15$2.02$0.04$0.04$0.00
2014Summary only. Only limited summary data is available for this year.$2.17$0.15$2.02$0.14$0.05$0.09
2013Summary only. Only limited summary data is available for this year.$2.07$0.15$1.92$0.53$0.05$0.48
2012Summary only. Only limited summary data is available for this year.$1.59$0.15$1.44$0.08$0.07$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 21, 2026
Return Version
2024v5.5
Gross Receipts
$40,422
Mission and Program Overview

Mission

Maintenance of historic buildings and provision of tours of buildings so to educate and enhance appreciation

Maintenance of historic buildings; tour services to educate and enhance publice awareness of wallingford's unique history and architecture

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,117,212$2,117,212→ $0
Cash and Non-Interest-Bearing Accounts$21,547$1,984▼ $19,563
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,174,229$2,154,666▼ $19,563
Other Assets Total$35,470$35,470→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$53,647$51,372▼ $2,275
Total Liabilities$53,647$51,372▼ $2,275
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,120,582$2,103,294▼ $17,288
Total Liabilities and Net Assets / Fund Balance$2,174,229$2,154,666▼ $19,563

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,117,212$6,345-
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Gerald E Farrell JrPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$15,000
Program Service Revenue
$25,422
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-17,288
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$57,710
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
Insurance$20,985--$20,985
Interest$3,505--$3,505
All Other Expenses$680--$680
Other Expenses$498--$498
Advertising$187--$187
Total Functional Expenses$57,710$0$0$57,710
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, Part VI, Section B, line 11B

“Gerald e farrell, jr. Jane smith”

Form 990, Part VI, Section C, line 18

“Available in accordance with request”

Form 990, Part VI, Section C, line 19

“Available in accordance with request”

Filing and Contact Details

Filer

Filer Name
Wallingford Historic Preservation Trust
EIN
06-1326697
Phone
2038049188
Address
54 NORTH ELM STREET, WALLINGFORD, CT 06492

Signing Officer

Name
Gerald E Farrell Jr
Title
President
Phone
2038049188
Signed
2026-01-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gerald E Farrell Jr
Formed
1998
Legal Domicile
Ct
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Saas Kirwan Associates
Address
350 CENTER PLACE - SUITE 210, WALLINGFORD, CT 06492
Preparer
William J Saas CPA
Phone
2032653948
Raw XML Appendix293 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE IN ACCORDANCE WITH REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE IN ACCORDANCE WITH REQUEST
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALLINGFORD HISTORIC PRESERVATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WALL
ReturnHeader/Filer/EIN0061326697
ReturnHeader/Filer/PhoneNum02038049188
ReturnHeader/Filer/USAddress/AddressLine1Txt054 NORTH ELM STREET
ReturnHeader/Filer/USAddress/CityNm0WALLINGFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006492
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061416785
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAAS KIRWAN ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 CENTER PLACE - SUITE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALLINGFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006492
ReturnHeader/PreparerPersonGrp/PhoneNum02032653948
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM J SAAS CPA
ReturnHeader/ReturnTs02026-01-28T10:20:49-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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