Civic Intelligence

The Wallingford Historical Society Inc

EIN 06-6035188 • Walligford, CT

PO Box 73Walligford, CT 06492
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

10th percentile

-43%

Higher net margin than 10% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

65th percentile

8.0%

Faster asset growth than 65% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

32%

Faster revenue growth than 72% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,141,114

Up $157,908 (+8.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,141,114

Up $157,908 (+8.0%) from 2023

Revenue

Up

$31,819

Up $7,786 (+32%) from 2023

Expenses

Up

$45,443

Up $1,039 (+2.3%) from 2023

Net Income

Up

-$13,624

Up $6,747 (+33%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $862,010Liabilities 2011: $02011Assets 2012: $849,173Liabilities 2012: $02012Assets 2013: $847,502Liabilities 2013: $02013Assets 2014: $853,407Liabilities 2014: $02014Assets 2015: $860,480Liabilities 2015: $02015Assets 2019: $1,247,622Liabilities 2019: $02019Assets 2020: $1,644,966Liabilities 2020: $0Net Assets 2020: $1,644,9662020Assets 2021: $2,011,462Liabilities 2021: $0Net Assets 2021: $2,011,4622021Assets 2022: $2,027,345Liabilities 2022: $0Net Assets 2022: $2,027,3452022Assets 2023: $1,983,206Liabilities 2023: $0Net Assets 2023: $1,983,2062023Assets 2024: $2,141,114Liabilities 2024: $0Net Assets 2024: $2,141,1142024

Highlighted filing

2024

Assets$2,141,114
Liabilities$0
Net Assets$2,141,114

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $25,126Expenses 2011: $39,117Net Income 2011: -$13,9912011Revenue 2012: $20,641Expenses 2012: $27,300Net Income 2012: -$6,6592012Revenue 2013: $17,848Expenses 2013: $22,981Net Income 2013: -$5,1332013Revenue 2014: $27,207Expenses 2014: $22,093Net Income 2014: $5,1142014Revenue 2015: $50,233Expenses 2015: $24,864Net Income 2015: $25,3692015Revenue 2019: $17,739Expenses 2019: $34,639Net Income 2019: -$16,9002019Revenue 2020: $11,252Expenses 2020: $30,524Net Income 2020: -$19,2722020Revenue 2021: $15,535Expenses 2021: $25,091Net Income 2021: -$9,5562021Revenue 2022: $21,320Expenses 2022: $59,558Net Income 2022: -$38,2382022Revenue 2023: $24,033Expenses 2023: $44,404Net Income 2023: -$20,3712023Revenue 2024: $31,819Expenses 2024: $45,443Net Income 2024: -$13,6242024

Highlighted filing

2024

Revenue$31,819
Expenses$45,443
Net Income-$13,624

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 13, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NOMA G BEAUMONTTreasurer-$0--
ROBERT DEVANEY1st Vice Pre-$0--
ROBERT N BEAUMONTPresident-$0--
AMY HUMPRHRIESDirector-$0--
BARBARA SIBLEY3rd Vice Pre-$0--
PATRICIA CHAPPELLRecording Se-$0--
JONATHAN JUDDCorrespndg S-$0--
ELIZABETH DEVLINFinancial Se-$0--
ROBERT PAGEDirector-$0--
SHIRLEY LAGERSTROM2nd Vice Pre-$0--
KATHY BRYSONDirector-$0--
ELIZABETH B GAGLIARDIDirector-$0--
BARBARA CALZA SELFDirector-$0--
JANE REEDDirector-$0--
ALAN REEDDirector-$0--
MARY ELLEN ECKELSDirector-$0--
EDWARD ADAMSDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Wallingford Historical
EIN
06-6035188
Phone
2032699988
Address
PO BOX 73, WALLIGFORD, CT 06492

Signing Officer

Name
Robert N Beaumont
Title
President
Phone
2032699988
Signed
2025-08-13

Preparer

Firm
Davis Mascola & Phillips LLC
Address
85 BARNES RD STE 207, WALLINGFORD, CT 06492-2576
Preparer
Peter B Davis
Phone
2032650488
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1429 ASHLAR VILLAGE
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0MAINTENANCE AND NORMAL OPERATING EXPENSES IN CONNECTION WITH THE SAMUEL PARSON HOUSE MUSEUM AND THE YALESVILLE LIBRAY MUSEUM.
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LandEtcSchedule2/LandEtcGrp/BookValueAmt0474743
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FINE ARTS COLLECTION
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0105000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt035
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt045
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2100

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