Civic Intelligence

Winchester Historical Society

EIN 06-6039538 • Winsted, CT

PO Box 206 225 Prospect StWinsted, CT 06098
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

93rd percentile

69%

Higher net margin than 93% 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

77th percentile

15%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,337,813

Up $306,495 (+15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,337,813

Up $306,495 (+15%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin93rd percentile

Revenue

Up

$79,758

Up $100,508 (+484%) from 2023

Expenses

Up

$24,623

Up $2,231 (+10.0%) from 2023

Net Income

Up

$55,135

Up $98,277 (+228%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $893,628Liabilities 2011: $0Net Assets 2011: $893,6282011Assets 2012: $936,290Liabilities 2012: $2Net Assets 2012: $936,2882012Assets 2013: $1,044,925Liabilities 2013: $0Net Assets 2013: $1,044,9252013Assets 2014: $1,107,135Liabilities 2014: $0Net Assets 2014: $1,107,1352014Assets 2015: $1,077,128Liabilities 2015: $0Net Assets 2015: $1,077,1282015Assets 2016: $1,154,530Liabilities 2016: $0Net Assets 2016: $1,154,5302016Assets 2017: $1,272,027Liabilities 2017: $0Net Assets 2017: $1,272,0272017Assets 2018: $1,150,183Liabilities 2018: $0Net Assets 2018: $1,150,1832018Assets 2019: $1,412,482Liabilities 2019: $0Net Assets 2019: $1,412,4822019Assets 2020: $1,689,856Liabilities 2020: $0Net Assets 2020: $1,689,8562020Assets 2021: $2,029,746Liabilities 2021: $0Net Assets 2021: $2,029,7462021Assets 2022: $1,850,113Liabilities 2022: $0Net Assets 2022: $1,850,1132022Assets 2023: $2,031,318Liabilities 2023: $0Net Assets 2023: $2,031,3182023Assets 2024: $2,337,813Liabilities 2024: $0Net Assets 2024: $2,337,8132024

Highlighted filing

2024

Assets$2,337,813
Liabilities$0
Net Assets$2,337,813
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2011: $12,7412011Expenses 2012: $16,5672012Revenue 2013: $24,635Expenses 2013: $14,507Net Income 2013: $10,1282013Revenue 2014: $23,481Expenses 2014: $19,452Net Income 2014: $4,0292014Revenue 2015: $97,514Expenses 2015: $33,663Net Income 2015: $63,8512015Revenue 2016: $30,304Expenses 2016: $25,491Net Income 2016: $4,8132016Revenue 2017: $112,497Expenses 2017: $30,610Net Income 2017: $81,8872017Revenue 2018: $51,056Expenses 2018: $25,479Net Income 2018: $25,5772018Revenue 2019: $23,555Expenses 2019: $18,810Net Income 2019: $4,7452019Revenue 2020: $220,458Expenses 2020: $45,525Net Income 2020: $174,9332020Revenue 2021: $100,318Expenses 2021: $27,317Net Income 2021: $73,0012021Revenue 2022: $33,423Expenses 2022: $24,323Net Income 2022: $9,1002022Revenue 2023: -$20,750Expenses 2023: $22,392Net Income 2023: -$43,1422023Revenue 2024: $79,758Expenses 2024: $24,623Net Income 2024: $55,1352024

Highlighted filing

2024

Revenue$79,758
Expenses$24,623
Net Income$55,135
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,337,813
Liabilities
$0
Net assets
$2,337,813
Revenue
$79,758
Expenses
$24,623
Net income
$55,135
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.08$0.02$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.02$0.02$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.03$0.02$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.00$2.03$0.10$0.03$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.00$1.69$0.22$0.05$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.02$0.02$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.05$0.03$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.11$0.03$0.08
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.15$0.00$1.15$0.03$0.03$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.10$0.03$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.02$0.02$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.02$0.01$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.02
2011Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 30, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David GabelmannTrustee-$0--
Robert O'ConnorTrustee-$0--
Suzanne PrevuznakSecretary-$0--
Gerald ReillyTrustee-$0--
Janice M RoyPresident-$0--
Stephen VaillVice President-$0--
Elizabeth KelseyTrustee-$0--
Jeannine FrinkTrustee-$0--
Susan Belle-IsleTreasurer-$0--
Maurice GabelmannTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Winchester Historical Society
EIN
06-6039538
Phone
8603798433
Address
PO BOX 206 225 PROSPECT ST, WINSTED, CT 06098

Signing Officer

Name
Susan Belle-Isle
Title
Treasurer
Signed
2025-09-30
Discuss with paid preparer
Yes

Preparer

Firm
King King & Associates Cpas
Address
170 HOLABIRD AVE, WINSTED, CT 06098
Preparer
Robert E King CPA
Phone
8603790215
Raw XML AppendixShowing 400 of 500 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0500 CAMPBELL SOUP CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1900 FIFTH THRID BANCORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2104 GE HEALTHCARE TECH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31500 VODAFONE GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41500 VODAFONE GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5240 TESLA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61400 TTM TECHNOLOGIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc72400 CHAGEPOINT HOLDINGS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8350 ESTY INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9375 HOLOGIC INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10675 NOVO-NORDISK A S ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11475 BLOCK INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12280 SHOPIFY INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt026902
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt014100
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt055135
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0251360
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02337813
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02031318
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02337813
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0526
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0560
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01034
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0526
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01034
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01034
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01560
IRS990PF/FMVAssetsEOYAmt02337813
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03074
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03051
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03051
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01607632
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01823464
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01823464
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt046353
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0124871
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt082438
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt078518
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt078518
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt02031318
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt02337813
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt012109
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0109269
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0109269
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0175
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0325890
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0323511
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0323511
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02337813
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02337813
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02031318
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02337813
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02031318
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02337813
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01613135
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt029395
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt096512
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01930239
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0David Gabelmann
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Robert O'Connor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Suzanne Prevuznak
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Gerald Reilly
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Janice M Roy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Stephen Vaill
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Elizabeth Kelsey
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Jeannine Frink
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Susan Belle-Isle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9Maurice Gabelmann
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO Box 206
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd9CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006098
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106098
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd206098
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd306098
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd406098
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd506098
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd606098
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IRS990PF/Organization501c3ExemptPFInd0X
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