Civic Intelligence

Weston Historical Society Inc

EIN 06-6038732 • 501(c)3 • Weston, CT

Profile

The mission is to preserve and promote the history of Weston, Connecticut and the surrounding area, broadly defined. This is supported through special events, exhibits, historic collections and maintaining an archive building.

PO Box 1092Weston, CT 06883

www.westoncthistory.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

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

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

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

Net Margin

64th percentile

12%

Higher net margin than 64% of similar nonprofits.

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

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

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

Asset Growth

42nd percentile

0.8%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

15th percentile

-21%

Faster revenue growth than 15% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$3,289,011

Up $81,424 (+2.5%) from 2023

Liabilities

Up

$706

Up $137 (+24%) from 2023

Net Assets

Up

$3,288,305

Up $81,287 (+2.5%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin64th percentile

Revenue

Up

$268,759

Up $207,840 (+341%) from 2023

Expenses

Down

$187,474

Down $42,546 (-18%) from 2023

Net Income

Up

$81,285

Up $250,386 (+148%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,035,873Liabilities 2011: $7,280Net Assets 2011: $1,028,5932011Assets 2012: $1,000,954Liabilities 2012: $0Net Assets 2012: $1,000,9542012Assets 2013: $1,100,846Liabilities 2013: $0Net Assets 2013: $1,100,8462013Assets 2014: $1,469,337Liabilities 2014: $0Net Assets 2014: $1,469,3372014Assets 2015: $1,451,125Liabilities 2015: $0Net Assets 2015: $1,451,1252015Assets 2016: $1,389,488Liabilities 2016: $0Net Assets 2016: $1,389,4882016Assets 2017: $1,382,416Liabilities 2017: $0Net Assets 2017: $1,382,4162017Assets 2018: $1,469,242Liabilities 2018: $0Net Assets 2018: $1,469,2422018Assets 2019: $1,641,596Liabilities 2019: $0Net Assets 2019: $1,641,5962019Assets 2020: $1,714,651Liabilities 2020: $648Net Assets 2020: $1,714,0032020Assets 2021: $3,396,226Liabilities 2021: $528Net Assets 2021: $3,395,6982021Assets 2022: $3,376,680Liabilities 2022: $569Net Assets 2022: $3,376,1112022Assets 2023: $3,207,587Liabilities 2023: $569Net Assets 2023: $3,207,0182023Assets 2024: $3,289,011Liabilities 2024: $706Net Assets 2024: $3,288,3052024

Highlighted filing

2024

Assets$3,289,011
Liabilities$706
Net Assets$3,288,305
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $115,836Expenses 2011: $44,260Net Income 2011: $71,5762011Revenue 2012: $52,983Expenses 2012: $56,383Net Income 2012: -$3,4002012Revenue 2013: $174,623Expenses 2013: $75,353Net Income 2013: $99,2702013Revenue 2014: $458,910Expenses 2014: $90,419Net Income 2014: $368,4912014Revenue 2015: $98,244Expenses 2015: $116,456Net Income 2015: -$18,2122015Revenue 2016: $61,237Expenses 2016: $122,874Net Income 2016: -$61,6372016Revenue 2017: $139,692Expenses 2017: $146,764Net Income 2017: -$7,0722017Revenue 2018: $209,137Expenses 2018: $122,309Net Income 2018: $86,8282018Revenue 2019: $299,855Expenses 2019: $127,501Net Income 2019: $172,3542019Revenue 2020: $212,548Expenses 2020: $140,141Net Income 2020: $72,4072020Revenue 2021: $1,850,028Expenses 2021: $168,324Net Income 2021: $1,681,7042021Revenue 2022: $138,510Expenses 2022: $158,047Net Income 2022: -$19,5372022Revenue 2023: $60,919Expenses 2023: $230,020Net Income 2023: -$169,1012023Revenue 2024: $268,759Expenses 2024: $187,474Net Income 2024: $81,2852024

Highlighted filing

2024

Revenue$268,759
Expenses$187,474
Net Income$81,285
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,289,011
Liabilities
$706
Net assets
$3,288,305
Revenue
$268,759
Expenses
$187,474
Net income
$81,285
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.27$0.19$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.06$0.23$0.17
2022Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.14$0.16$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.40$0.00$3.40$1.85$0.17$1.68
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.21$0.14$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.30$0.13$0.17
2018Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.21$0.12$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.14$0.15$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.06$0.12$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.10$0.12$0.02
2014Summary only. Only limited summary data is available for this year.$1.47$0.00$1.47$0.46$0.09$0.37
2013Summary only. Only limited summary data is available for this year.$1.10$0.00$1.10$0.17$0.08$0.10
2012Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$0.05$0.06$0.00
2011Summary only. Only limited summary data is available for this year.$1.04$0.01$1.03$0.12$0.04$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Feb 21, 2025
Return Version
2023v6.0
Gross Receipts
$278,252
Mission and Program Overview

Mission

The mission is to preserve and promote the history of Weston, Connecticut and the surrounding area, broadly defined. This is supported through special events, exhibits, historic collections and maintaining an archive building.

The mission is to preserve and promote the history of Weston, Connecticut and the surrounding area, broadly defined.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,601,872$2,683,159▲ $81,287
Investments Other Securities$1,916,545$1,974,634▲ $58,089
Land, Buildings, and Equipment, Net$1,162,688$1,179,225▲ $16,537
Cap Stk Tr Prin Current Funds$605,146$605,146→ $0
Cash and Non-Interest-Bearing Accounts$69,447$83,912▲ $14,465
Savings and Temporary Cash Investments$58,907$51,240▼ $7,667
Total Assets$3,207,587$3,289,011▲ $81,424
Liabilities
Accounts Payable and Accrued Expenses$569$706▲ $137
Total Liabilities$569$706▲ $137
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,207,018$3,288,305▲ $81,287
Total Liabilities and Net Assets / Fund Balance$3,207,587$3,289,011▲ $81,424

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,147,833$352,713$1,500,546
Other Land Buildings$20,241$69,614$89,855
Leasehold Improvements$11,151$133$11,284
Other Securities$1,974,634--
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Kathy FaillaPresident
Samantha KulishExecutive Director
Kareen KanagaTrustee
Leigh MeccayTrustee
Leslie WeissTrustee
Pam KerseyTrustee
Richard WolfTrustee
Skip ShaefferTrustee
Susan MoranTrustee
Deb AldersonSecretary
Mark CrowleyTreasurer
Kirby BrendselVP
Revenue and Support

Revenue Composition

Contributions and Grants
$105,663
Program Service Revenue
$0
Investment Income
$59,320
Other Revenue
$103,776
All Other Contributions
$65,053
Change in Net Assets
$81,285
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$136,317
Salaries, Compensation, and Employee Benefits$51,157
Total Fundraising Expense$17,905
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$21,137$9,395$16,440$46,972
Depreciation Depletion-$46,077-$46,077
All Other Expenses$20,435--$20,435
Occupancy$16,057--$16,057
Insurance$13,880--$13,880
Fees for Service Investment Mgmnt Fees-$11,934-$11,934
Office Expenses$6,447--$6,447
Information Technology$4,722--$4,722
Payroll Taxes$1,883$837$1,465$4,185
Other Expenses$4,160--$4,160
Fees for Services Accounting-$775-$775
Total Functional Expenses$100,551$69,018$17,905$187,474
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$21,607
Fundraising Direct Expenses$9,493
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Tasting Event$8,610$8,610$4,424$4,186
Music Event$7,395$7,395$3,100$4,295
Total Events$21,607$21,607$9,493$12,114
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
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

Form 990, Part VI, Section B, Line 11B

“The IRS Form 990 is prepared from information provided by the Organization. A draft copy is distributed and reviewed by the trustees and approved. The final copy is then filed with the Internal Revenue Service.”

Form 990, Part VI, Section C, Line 19

“The Organizations governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Weston Historical Society Inc
EIN
06-6038732
Phone
2032261804
Address
PO BOX 1092, WESTON, CT 06883
Doing Business As
Weston History and Cultural Center

Signing Officer

Name
Mark Crowley
Title
Treasurer
Phone
2032261804
Signed
2025-02-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Crowley
Formed
1962
Legal Domicile
Ct
Voting Board Members
12
Independent Board Members
12
Employees
1

Preparer

Preparer
D A Burke CPA
Phone
2032269311
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Coley House Restoration 2,446, Improvements 13,459, Scuplture garden 2,780, Other 1,750”

Financial Statement Notes

III 11A

“The Society maintains on its premises items of historical significance to the Town of Weston, for the purpose of public exhibition, education and research. These items consist primarily of farm implements, historic documents and photographs, historial items of clothing and assorted other items deemd by the Society to be of historical interest.”

Raw XML AppendixShowing 400 of 487 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Society maintains on its premises items of historical significance to the Town of Weston, for the purpose of public exhibition, education and research. These items consist primarily of farm implements, historic documents and photographs, historial items of clothing and assorted other items deemd by the Society to be of historical interest.
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