Civic Intelligence

Derby Historical Society of Derby Ct Inc.

990 • Fiscal year 2017 • EIN 06-6041121

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 24, 2018

37 Elm StreetAnsonia, CT 06401

(203) 735-1908

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

89th percentile

44%

Higher net margin than 89% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

57th percentile

5.5%

Faster asset growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

79th percentile

30%

Faster revenue growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,123,038

Up $58,954 (+5.5%) from 2016

Net Assets

Up

$1,122,948

Up $61,692 (+5.8%) from 2016

Liabilities

Down

$90

Down $2,738 (-97%) from 2016

Revenue

Up

$140,783

Up $32,356 (+30%) from 2016

Expenses

Down

$79,091

Down $12,561 (-14%) from 2016

Net Income

Up

$61,692

Up $44,917 (+268%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $952,432Liabilities 2011: $675Net Assets 2011: $951,7572011Assets 2012: $959,534Liabilities 2012: $1,168Net Assets 2012: $958,3662012Assets 2013: $1,021,699Liabilities 2013: $1,293Net Assets 2013: $1,020,4062013Assets 2014: $1,007,555Liabilities 2014: $3,212Net Assets 2014: $1,004,3432014Assets 2015: $1,046,917Liabilities 2015: $2,436Net Assets 2015: $1,044,4812015Assets 2016: $1,064,084Liabilities 2016: $2,828Net Assets 2016: $1,061,2562016Assets 2017: $1,123,038Liabilities 2017: $90Net Assets 2017: $1,122,9482017Assets 2018: $1,163,911Liabilities 2018: $186Net Assets 2018: $1,163,7252018Assets 2019: $1,160,977Liabilities 2019: $3,528Net Assets 2019: $1,157,4492019Assets 2020: $950,223Liabilities 2020: $1,481Net Assets 2020: $948,7422020Assets 2021: $957,238Liabilities 2021: $1,274Net Assets 2021: $955,9642021Assets 2022: $963,081Liabilities 2022: $0Net Assets 2022: $963,0812022Assets 2023: $1,002,452Liabilities 2023: $1,071Net Assets 2023: $1,001,3812023Assets 2024: $1,022,340Liabilities 2024: $1,386Net Assets 2024: $1,020,9542024

Highlighted filing

2017

Assets$1,123,038
Liabilities$90
Net Assets$1,122,948

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100K-$200K-$300KExpenses 2011: $112,0292011Expenses 2012: $90,7762012Revenue 2013: $138,451Expenses 2013: $76,411Net Income 2013: $62,0402013Revenue 2014: $75,244Expenses 2014: $91,307Net Income 2014: -$16,0632014Revenue 2015: $120,764Expenses 2015: $80,626Net Income 2015: $40,1382015Revenue 2016: $108,427Expenses 2016: $91,652Net Income 2016: $16,7752016Revenue 2017: $140,783Expenses 2017: $79,091Net Income 2017: $61,6922017Revenue 2018: $137,309Expenses 2018: $96,532Net Income 2018: $40,7772018Revenue 2019: $87,595Expenses 2019: $93,871Net Income 2019: -$6,2762019Revenue 2020: -$146,636Expenses 2020: $86,201Net Income 2020: -$232,8372020Revenue 2021: $82,821Expenses 2021: $80,080Net Income 2021: $2,7412021Revenue 2022: $136,496Expenses 2022: $85,984Net Income 2022: $50,5122022Revenue 2023: $102,704Expenses 2023: $86,708Net Income 2023: $15,9962023Revenue 2024: $91,114Expenses 2024: $87,081Net Income 2024: $4,0332024

Highlighted filing

2017

Revenue$140,783
Expenses$79,091
Net Income$61,692
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 24, 2018
Return Version
2017v2.2
Gross Receipts
$249,226
Mission and Program Overview

Mission

To teach the history of Derby, Connecticut

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,061,256$1,122,948▲ $61,692
Land, Buildings, and Equipment, Net$732,351$771,570▲ $39,219
Cash and Non-Interest-Bearing Accounts$75,771$93,874▲ $18,103
Savings and Temporary Cash Investments$51,751$41,370▼ $10,381
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,064,084$1,123,038▲ $58,954
Other Assets Total$204,211$216,224▲ $12,013
Liabilities
Accounts Payable and Accrued Expenses$2,828$87▼ $2,741
Other Liabilities-$3-
Total Liabilities$2,828$90▼ $2,738
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,061,256$1,122,948▲ $61,692
Total Liabilities and Net Assets / Fund Balance$1,064,084$1,123,038▲ $58,954

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$766,795-$766,795
Other Land Buildings$4,775-$4,775
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$95,460
Program Service Revenue
$16,602
Investment Income
$22,233
Other Revenue
$6,488
All Other Contributions
$75,045
Change in Net Assets
$61,692
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$42,323
Other Expenses$36,768
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$27,173$11,641-$38,814
Occupancy$15,158--$15,158
Insurance$12,242--$12,242
Other Expenses$6,006--$6,006
Payroll Taxes$2,456$1,053-$3,509
Office Expenses$1,812--$1,812
Fees for Services Accounting$770$230-$1,000
Fees for Service Investment Mgmnt Fees-$550-$550
Total Functional Expenses$65,617$13,474$0$79,091
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,522
Fundraising Direct Expenses$1,312
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$3
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 is available at the Office for the board to review.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

These documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Derby Historical Society
EIN
06-6041121
Phone
2037351908
Address
37 ELM STREET, ANSONIA, CT 06401

Signing Officer

Name
Cyndi Poppa
Title
Treasurer
Signed
2018-09-24
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
16
Independent Board Members
16
Employees
13
Volunteers
65

Preparer

Firm
Tomasella Schlitter Burrell PC
Address
64 Clifton Avenue, Ansonia, CT 06401
Preparer
Tammy L Burrell CPA
Phone
2037345989
Supplemental Narrative

Financial Statement Notes

Part III, Line 1A: If organization elected under SFAS 116 to not report are, historical treasures, O

The society collects historical materials related to the city of derby and the surrounding area. The collections, which are acquired through contributions since the society's inception, are not recognized as assets on the statement of financial position. The society's collections are maintained for public exhibition, education, and research in furtherance of public service rather than financial gain. Collections are the most valuable assets of the society and are protected, kept unencumbered, cared for and preserved.

Part III, Line 4: Description of organization'S collections and how it furthers its purpose.

The Society's collection includes the historical building, its contents and other historical items relating to the City of Derby and the surrounding area. These items are used in the educational programs conducted on location and at local schools.

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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0732351
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0771570
IRS990/LandBldgEquipCostOrOtherBssAmt0771570
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0105145
IRS990/LessRentalExpensesGrp/RealAmt0589
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt01515
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To teach the history of Derby, Connecticut
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01061256
IRS990/NetAssetsOrFundBalancesEOYAmt01122948
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt09242
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt09242
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt03210
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01267
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01267
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt02011
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt02011
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt015158
IRS990/OccupancyGrp/TotalAmt015158
IRS990/OfficeExpensesGrp/ProgramServicesAmt01812
IRS990/OfficeExpensesGrp/TotalAmt01812
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0204211
IRS990/OtherAssetsTotalGrp/EOYAmt0216224
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt06006
IRS990/OtherExpensesGrp/TotalAmt06006
IRS990/OtherLiabilitiesGrp/EOYAmt03
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt011641
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt027173
IRS990/OtherSalariesAndWagesGrp/TotalAmt038814
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01053
IRS990/PayrollTaxesGrp/ProgramServicesAmt02456
IRS990/PayrollTaxesGrp/TotalAmt03509
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Historical Programs
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt016602
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt016602
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt064304
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt06767
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt037927
IRS990/PYOtherRevenueAmt014400
IRS990/PYProgramServiceRevenueAmt022956
IRS990/PYRevenuesLessExpensesAmt016775
IRS990/PYSalariesCompEmpBnftPaidAmt053725
IRS990/PYTotalExpensesAmt091652
IRS990/PYTotalRevenueAmt0108427
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt061692
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt02011
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt016602
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01061256
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01122948
IRS990/SavingsAndTempCashInvstGrp/BOYAmt051751
IRS990/SavingsAndTempCashInvstGrp/EOYAmt041370
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt095460
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt064304
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt092571
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt047802
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0116658
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0416795
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012991
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06767
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010426
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06089
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06717
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt042990
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02664
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06409
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03275
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt06786
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04016
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt023150
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012991
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06767
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010426
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06089
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06717
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt042990
IRS990ScheduleA/InvestmentIncomeCYPct00.08900
IRS990ScheduleA/InvestmentIncomePYPct00.07820
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91100
IRS990ScheduleA/PublicSupportPY509Pct00.92180
IRS990ScheduleA/PublicSupportTotal509Amt0439945
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt098124
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt070713

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.09$0.09$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.10$0.09$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.14$0.09$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.08$0.08$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$0.15$0.09$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.09$0.09$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.14$0.10$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.14$0.08$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.11$0.09$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.04$0.12$0.08$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.00$0.08$0.09$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.14$0.08$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.00$0.95$0.11