Civic Intelligence

Norwich Historical Society Inc Co Peter Wm Maneri Jr CPA

EIN 22-3858770 • 501(c)3 • Norwich, CT

Profile

The preservation & dissemination

69 East Town StNorwich, CT 06360

norwichhistoricalsociety.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

7th percentile

-195%

Higher net margin than 7% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

21st percentile

-46%

Faster asset growth than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

25th percentile

-34%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$160,413

Down $139,264 (-46%) from 2024

Liabilities

Down

$0

Down $631 (-100%) from 2024

Net Assets

Down

$160,413

Down $138,633 (-46%) from 2024

Revenue

Down

$71,162

Down $36,810 (-34%) from 2024

Expenses

Down

$209,980

Down $104,627 (-33%) from 2024

Net Income

Up

-$138,818

Up $67,817 (+33%) from 2024

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $111,917Liabilities 2011: $0Net Assets 2011: $111,9172011Assets 2012: $133,405Liabilities 2012: $0Net Assets 2012: $133,4052012Assets 2013: $96,021Liabilities 2013: $0Net Assets 2013: $96,0212013Assets 2014: $88,739Liabilities 2014: $0Net Assets 2014: $88,7392014Assets 2015: $116,694Liabilities 2015: $0Net Assets 2015: $116,6942015Assets 2016: $96,120Liabilities 2016: $0Net Assets 2016: $96,1202016Assets 2017: $109,966Liabilities 2017: $0Net Assets 2017: $109,9662017Assets 2018: $227,161Liabilities 2018: $0Net Assets 2018: $227,1612018Assets 2019: $227,547Liabilities 2019: $0Net Assets 2019: $227,5472019Assets 2020: $164,636Liabilities 2020: $3,275Net Assets 2020: $161,3612020Assets 2021: $152,303Liabilities 2021: $5,236Net Assets 2021: $147,0672021Assets 2022: $115,604Liabilities 2022: $631Net Assets 2022: $114,9732022Assets 2023: $506,312Liabilities 2023: $631Net Assets 2023: $505,6812023Assets 2024: $299,677Liabilities 2024: $631Net Assets 2024: $299,0462024Assets 2025: $160,413Liabilities 2025: $0Net Assets 2025: $160,4132025

Highlighted filing

2025

Assets$160,413
Liabilities$0
Net Assets$160,413

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $14,111Expenses 2011: $16,536Net Income 2011: -$2,4252011Revenue 2012: $48,807Expenses 2012: $27,373Net Income 2012: $21,4342012Revenue 2013: $23,459Expenses 2013: $31,213Net Income 2013: -$7,7542013Revenue 2014: $23,947Expenses 2014: $30,735Net Income 2014: -$6,7882014Revenue 2015: $112,645Expenses 2015: $84,412Net Income 2015: $28,2332015Revenue 2016: $53,950Expenses 2016: $69,720Net Income 2016: -$15,7702016Revenue 2017: $86,448Expenses 2017: $74,080Net Income 2017: $12,3682017Revenue 2018: $165,221Expenses 2018: $47,829Net Income 2018: $117,3922018Revenue 2019: $189,695Expenses 2019: $189,310Net Income 2019: $3852019Revenue 2020: $50,517Expenses 2020: $117,843Net Income 2020: -$67,3262020Revenue 2021: $130,719Expenses 2021: $141,088Net Income 2021: -$10,3692021Revenue 2022: $175,397Expenses 2022: $207,491Net Income 2022: -$32,0942022Revenue 2023: $607,369Expenses 2023: $216,661Net Income 2023: $390,7082023Revenue 2024: $107,972Expenses 2024: $314,607Net Income 2024: -$206,6352024Revenue 2025: $71,162Expenses 2025: $209,980Net Income 2025: -$138,8182025

Highlighted filing

2025

Revenue$71,162
Expenses$209,980
Net Income-$138,818

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.71$2.10$1.39
2024Summary only. Only limited summary data is available for this year.$3.00$0.01$2.99$1.08$3.15$2.07
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.06$0.01$5.06$6.07$2.17$3.91
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.01$1.15$1.75$2.07$0.32
2021Summary only. Only limited summary data is available for this year.$1.52$0.05$1.47$1.31$1.41$0.10
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.03$1.61$0.51$1.18$0.67
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$1.90$1.89$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.00$2.27$1.65$0.48$1.17
2017Summary only. Only limited summary data is available for this year.$1.10$0.00$1.10$0.86$0.74$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.54$0.70$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$1.13$0.84$0.28
2014Summary only. Only limited summary data is available for this year.$0.89$0.00$0.89$0.24$0.31$0.07
2013Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$0.23$0.31$0.08
2012Summary only. Only limited summary data is available for this year.$1.33$0.00$1.33$0.49$0.27$0.21
2011Summary only. Only limited summary data is available for this year.$1.12$0.00$1.12$0.14$0.17$0.02
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 31, 2023
Return Version
2022v5.0
Gross Receipts
$607,369
Mission and Program Overview

Mission

The preservation & dissemination

Preservation and dissemination of the history of norwich connecticut

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$4,334$367,906▲ $363,572
Savings and Temporary Cash Investments$66,786$88,084▲ $21,298
Land, Buildings, and Equipment, Net$43,853$41,385▼ $2,468
Investments in Publicly Traded Securities-$8,306-
Other Notes and Loans Receivable, Net$631$631→ $0
Total Assets$115,604$506,312▲ $390,708
Liabilities
Other Liabilities$631$631→ $0
Total Liabilities$631$631→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$114,973$505,681▲ $390,708
Total Net Assets Fund Balance$114,973$505,681▲ $390,708
Total Liabilities and Net Assets / Fund Balance$115,604$506,312▲ $390,708

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$41,385$14,101$55,486
Equipment-$2,141$2,141
Compensation and Service Providers

Board Members and Trustees

NameTitle
Eric BeitPresident
Amanda KeenanBoard Member
Charles NorrisBoard Member
Janine GuilletBoard Member
Joe SmithBoard Member
Miria GrayBoard Member
Sandra SoucySecretary
Jennifer WillinghamTreasurer
Tammi FlynnVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$606,987
Program Service Revenue
$0
Investment Income
$382
Other Revenue
$0
All Other Contributions
$26,605
Change in Net Assets
$390,708
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$167,848
Salaries, Compensation, and Employee Benefits$48,813
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$151,492$927-$152,419
Other Salaries and Wages$36,540--$36,540
Other Employee Benefits$9,188--$9,188
Payroll Taxes$3,085--$3,085
Advertising$2,842--$2,842
Occupancy$2,608--$2,608
Fees for Services Accounting-$2,574-$2,574
Depreciation Depletion$2,468--$2,468
Insurance$2,218--$2,218
Office Expenses$1,957--$1,957
Information Technology$735--$735
Fees for Services Legal-$27-$27
Total Functional Expenses$213,133$3,528$0$216,661
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$631
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 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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 is emailed to all board members prior to filing.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Norwich Historical Society Inc
EIN
22-3858770
Phone
8608861776
Address
69 EAST TOWN ST, NORWICH, CT 06360

Signing Officer

Name
Eric Beit
Title
President
Phone
8608861776
Signed
2023-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Beit
Formed
2001
Legal Domicile
Ct
Voting Board Members
10
Independent Board Members
10
Employees
1
Volunteers
20

Preparer

Firm
SHANE NAVRATIL & CO CPA'S
Address
20 WALNUT ST, WILLIMANTIC, CT 06226
Preparer
Michael Rubin
Phone
8604562297
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Improvements and maintenance to historical prooperties

Form 990, Part IX, Line 11G

Professional services 0 750 0 bank charges 0 177 0 licenses 3,878 0 0 program expenses 29,603 0 0 meeting expenses 634 0 0 improvements 117,377 0 0 total 151,492 927 0

Raw XML Appendix374 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.

Path#Value
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02141
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITIES
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IMPROVEMENTS AND MAINTENANCE TO HISTORICAL PROOPERTIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS EMAILED TO ALL BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROFESSIONAL SERVICES 0 750 0 BANK CHARGES 0 177 0 LICENSES 3,878 0 0 PROGRAM EXPENSES 29,603 0 0 MEETING EXPENSES 634 0 0 IMPROVEMENTS 117,377 0 0 TOTAL 151,492 927 0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
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IRS990/TotalGrossUBIAmt00
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt081 VERGASON AVE
IRS990/USAddress/CityNm0NORWICH
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006360
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IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0NORWICHHISTORICALSOCIETY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC BEIT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08608861776
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORWICH HISTORICAL SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0NORW
ReturnHeader/Filer/EIN0223858770
ReturnHeader/Filer/PhoneNum08608861776
ReturnHeader/Filer/USAddress/AddressLine1Txt069 EAST TOWN ST
ReturnHeader/Filer/USAddress/CityNm0NORWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006360
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060916777
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHANE NAVRATIL & CO CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 WALNUT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILLIMANTIC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006226
ReturnHeader/PreparerPersonGrp/PhoneNum08604562297
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL RUBIN
ReturnHeader/ReturnTs02023-11-02T13:15:31-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ERIC
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BEIT
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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