Civic Intelligence

Wilton Historical Society Inc

EIN 06-6038757 • 501(c)3 • Wilton, CT

Profile

To maintain wilton historical society's collection of historic buildings, care and conservation of antiques and artifacts. Exhibits and educational programs and events to educate the public of all ages on wilton's history.

224 Danbury RoadWilton, CT 06897

www.wiltonhistorical.org

Siviq Scores

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

Liabilities / Assets

31st percentile

0.01x

Higher debt load relative to assets than 31% of similar nonprofits.

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

Liabilities / Revenue

54th percentile

0.10x

Higher debt load relative to revenue than 54% of similar nonprofits.

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

Net Margin

15th percentile

-19%

Higher net margin than 15% 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

55th percentile

5.6%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

57th percentile

11%

Faster revenue growth than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,456,132

Up $136,533 (+3.2%) from 2024

Liabilities

Down

$42,134

Down $8,240 (-16%) from 2024

Net Assets

Up

$4,413,998

Up $144,773 (+3.4%) from 2024

Operations
Liabilities / Revenue54th percentileNet Margin15th percentile

Revenue

Down

$409,423

Down $20,293 (-4.7%) from 2024

Expenses

Up

$486,610

Up $7,345 (+1.5%) from 2024

Net Income

Down

-$77,187

Down $27,638 (-56%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,336,419Liabilities 2011: $215,209Net Assets 2011: $4,121,2102011Assets 2012: $4,315,503Liabilities 2012: $208,200Net Assets 2012: $4,107,3032012Assets 2013: $4,272,999Liabilities 2013: $231,309Net Assets 2013: $4,041,6902013Assets 2014: $4,267,638Liabilities 2014: $208,902Net Assets 2014: $4,058,7362014Assets 2015: $4,147,405Liabilities 2015: $204,305Net Assets 2015: $3,943,1002015Assets 2016: $4,171,749Liabilities 2016: $183,969Net Assets 2016: $3,987,7802016Assets 2017: $4,132,598Liabilities 2017: $115,625Net Assets 2017: $4,016,9732017Assets 2018: $3,998,210Liabilities 2018: $53,615Net Assets 2018: $3,944,5952018Assets 2019: $3,942,658Liabilities 2019: $63,723Net Assets 2019: $3,878,9352019Assets 2020: $4,088,714Liabilities 2020: $88,079Net Assets 2020: $4,000,6352020Assets 2021: $4,358,767Liabilities 2021: $49,620Net Assets 2021: $4,309,1472021Assets 2022: $3,914,692Liabilities 2022: $32,346Net Assets 2022: $3,882,3462022Assets 2023: $3,997,323Liabilities 2023: $32,678Net Assets 2023: $3,964,6452023Assets 2024: $4,319,599Liabilities 2024: $50,374Net Assets 2024: $4,269,2252024Assets 2025: $4,456,132Liabilities 2025: $42,134Net Assets 2025: $4,413,9982025

Highlighted filing

2025

Assets$4,456,132
Liabilities$42,134
Net Assets$4,413,998
Open 2025 Filing

Operations Trend

Revenue Growth57th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $162,190Expenses 2011: $290,755Net Income 2011: -$128,5652011Revenue 2012: $168,345Expenses 2012: $319,932Net Income 2012: -$151,5872012Revenue 2013: $250,700Expenses 2013: $416,910Net Income 2013: -$166,2102013Revenue 2014: $317,077Expenses 2014: $395,713Net Income 2014: -$78,6362014Revenue 2015: $370,335Expenses 2015: $449,039Net Income 2015: -$78,7042015Revenue 2016: $390,166Expenses 2016: $483,201Net Income 2016: -$93,0352016Revenue 2017: $422,804Expenses 2017: $518,583Net Income 2017: -$95,7792017Revenue 2018: $396,351Expenses 2018: $576,237Net Income 2018: -$179,8862018Revenue 2019: $367,880Expenses 2019: $446,856Net Income 2019: -$78,9762019Revenue 2020: $442,779Expenses 2020: $435,753Net Income 2020: $7,0262020Revenue 2021: $418,787Expenses 2021: $423,676Net Income 2021: -$4,8892021Revenue 2022: $387,190Expenses 2022: $462,835Net Income 2022: -$75,6452022Revenue 2023: $330,474Expenses 2023: $440,055Net Income 2023: -$109,5812023Revenue 2024: $429,716Expenses 2024: $479,265Net Income 2024: -$49,5492024Revenue 2025: $409,423Expenses 2025: $486,610Net Income 2025: -$77,1872025

Highlighted filing

2025

Revenue$409,423
Expenses$486,610
Net Income-$77,187
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$4,456,132
Liabilities
$42,134
Net assets
$4,413,998
Revenue
$409,423
Expenses
$486,610
Net income
-$77,187
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.46$0.04$4.41$0.41$0.49$0.08
2024Detailed filing. Detailed filing data is available for this year.$4.32$0.05$4.27$0.43$0.48$0.05
2023Detailed filing. Detailed filing data is available for this year.$4.00$0.03$3.96$0.33$0.44$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.91$0.03$3.88$0.39$0.46$0.08
2021Detailed filing. Detailed filing data is available for this year.$4.36$0.05$4.31$0.42$0.42$0.00
2020Detailed filing. Detailed filing data is available for this year.$4.09$0.09$4.00$0.44$0.44$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.94$0.06$3.88$0.37$0.45$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.00$0.05$3.94$0.40$0.58$0.18
2017Detailed filing. Detailed filing data is available for this year.$4.13$0.12$4.02$0.42$0.52$0.10
2016Detailed filing. Detailed filing data is available for this year.$4.17$0.18$3.99$0.39$0.48$0.09
2015Summary only. Only limited summary data is available for this year.$4.15$0.20$3.94$0.37$0.45$0.08
2014Summary only. Only limited summary data is available for this year.$4.27$0.21$4.06$0.32$0.40$0.08
2013Summary only. Only limited summary data is available for this year.$4.27$0.23$4.04$0.25$0.42$0.17
2012Summary only. Only limited summary data is available for this year.$4.32$0.21$4.11$0.17$0.32$0.15
2011Summary only. Only limited summary data is available for this year.$4.34$0.22$4.12$0.16$0.29$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 23, 2026
Return Version
2024v5.2
Gross Receipts
$684,518
Mission and Program Overview

Mission

Maintain the society's historical collection of buildings, and the

To maintain whs' collection of historic buildings. Care and conservation of antiques & artifacts. Exhibits & educ programs & events to educate the public on wilton's history.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,958,674$2,228,801▲ $270,127
Land, Buildings, and Equipment, Net$2,192,054$2,096,405▼ $95,649
Cash and Non-Interest-Bearing Accounts$145,482$108,903▼ $36,579
Inventories for Sale or Use$11,961$11,141▼ $820
Prepaid Expenses and Deferred Charges$6,855$6,284▼ $571
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
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
Total Assets$4,319,599$4,456,132▲ $136,533
Other Assets Total$4,573$4,598▲ $25
Liabilities
Other Liabilities$29,534$30,958▲ $1,424
Deferred Revenue$13,019$10,870▼ $2,149
Accounts Payable and Accrued Expenses$7,821$306▼ $7,515
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$50,374$42,134▼ $8,240
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,241,075$4,388,702▲ $147,627
Net Assets With Donor Restrictions$28,150$25,296▼ $2,854
Total Net Assets Fund Balance$4,269,225$4,413,998▲ $144,773
Total Liabilities and Net Assets / Fund Balance$4,319,599$4,456,132▲ $136,533

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,887,730$3,423,890$5,311,620
Land$193,321-$193,321
Equipment$8,072$57,895$65,967
Other Land Buildings$7,282-$7,282
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Mary Anne MEDOLA FRANCOPresident
Sally Healy1st Vice President
Amanda MitchellTrustee
Barli NugentTrustee
Ceci MaherTrustee
Colleen FawcettTrustee
Cynthia KeatingTrustee
DOROTHY JankowskiTrustee
Farah MasaniTrustee
John BarberTrustee
Karen TartellTrustee
Liz LerchTrustee
Nancy PerrezTrustee
Pamela ArisTrustee
Sabeth AlbertTrustee
Steve CafieroTrustee
Steve ReedyTrustee
Tom CarlsonTrustee
William EarlsTrustee
Sara M SclafaniSecretary
Ellen EssmanTreasurer
Kevin Jcraw DvmVP Building & Grounds
Sue SherwoodVP of Collections
Greg RodigerVP of Finance
Virginia BeninVP of Historic Collections
Revenue and Support

Revenue Composition

Contributions and Grants
$121,037
Program Service Revenue
$49,529
Investment Income
$48,167
Other Revenue
$190,690
All Other Contributions
$102,707
Change in Net Assets
$-77,187

Audited Revenue Reconciliation

Revenue per Audited Statements
$409,423
Revenue Not Reported on Form 990
$464,098
Total Revenue per Audited Statements
$873,521
Total Revenue per Form 990
$409,423
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$249,793
Other Expenses$236,817
Total Fundraising Expense$89,775
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$122,937$42,180$84,676$249,793
Depreciation Depletion$77,830$1,342$1,342$80,514
Occupancy$52,839$1,289-$54,128
Insurance$31,413$3,831$766$36,010
Office Expenses$25,182$519$260$25,961
Advertising$14,125-$902$15,027
Fees for Services Accounting-$12,900-$12,900
Information Technology$2,941$514$1,027$4,482
Other Expenses$2,406-$802$3,208
Total Functional Expenses$334,260$62,575$89,775$486,610

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$728,748
Expenses per Audited Statements$486,610
Total Expenses per Form 990$486,610
Expenses Not Reported on Form 990$242,138
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$77,991
Fundraising Direct Expenses$32,957
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Taste in Time$58,157$58,157$16,921$41,236
Food Truck Fest$12,092$12,092$3,380$8,712
Total Events$77,991$77,991$32,957$45,034
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$30,958
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 11B

“The completed form 990 was provided to the trustees for review prior to filing”

Part VI Line 19

“Governing documents, conflict of interest policy, and financial statements are made available upon request”

Part VI Line 15A

“An executive search committee was established, as a sub-committee of the board of directors, that reviewed applicants, researched outside sources for comparable salary levels and documented their discussions and approvals through emails and meetings among committee members.”

Part VI Line 12C

“Each board member annually signs a statement affirming they have received the conflict of interest policy, have read the policy and understand it, and agree to comply. Any potential conflicts would be presented to the board by an interested person and the board would vote on the transaction. If the board has reason to believe conflicts of interest exist that have not been disclosed, it shall inform the member and allow the member an opportunity to explain and then take appropriate action.”

Filing and Contact Details

Filer

Filer Name
Wilton Historical Society Inc
EIN
06-6038757
In Care Of
% LEE ROSSETTER
Phone
2037627257
Address
224 DANBURY ROAD, WILTON, CT 06897

Signing Officer

Name
Ellen Essman
Title
Treasurer
Phone
2037627257
Signed
2026-01-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ellen Essman
Formed
1955
Legal Domicile
Ct
Voting Board Members
25
Independent Board Members
25
Employees
10
Volunteers
52

Preparer

Firm
Nanavaty Davenport Studley White
Address
123 South Main St Suite 140, Newtown, CT 06470
Preparer
Glenn J Nanavaty
Phone
2034268500
Supplemental Narrative

Financial Statement Notes

Part XI Line 2D

“Rental properties expenses of $233,569 cost of inventory sold of $8,569”

Part XII Line 2D

“Rental properties expenses of $233,569 cost of inventory sold of $8,569”

Part X Line 2

“Liability for uncertain tax positions the organization recognizes the benefits of income tax positions only if those positions are more likely than not of being sustained. The organization is subject to routine audits by the internal revenue service. There are currently no audits in progress for the fiscal years ended september 30, 2024, 2023 and 2022.”

Part III Line 1A

“The Society's collections include historical works of art, furniture, and other memorabilia from the Wilton area. The collections are maintained for public exhibitions and education. The collections, which were acquired through purchases and contributions since the Society's inception, are not recognized as assets on the statement of financial position. Purchases of collection items are recorded as decreases in net assets without donor restrictions in the year in which the items are acquired, or as decreases in net assets with donor restrictions if the assets used to purchase the items were restricted by donors. Contributed collection items are not reflected as revenues in the financial statements.”

Part III Line 4

“The society's collections and exhibitions consist of historic buildings and furnishings, as well as books, antiques, and other rare items used to educate the public about the history of the state of connecticut and the town of wilton. These items are available for public inspection during seasonal and permanent exhibitions.”

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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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