Civic Intelligence

The Sherman Historical Society Inc

EIN 51-0176086 • 501(c)3 • Sherman, CT

Profile

To bring together people interested in the town's history, to collect and preserve objects whichhelp to establish or illustrate its history, to acquire and manage any property available to thesociety, to interest young people in their town's heritage, to publish historical information,and to maintain a library of historical materials.

10 Route 37 CenterSherman, CT 06784-1503

www.shermanhistoricalsociety.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

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

Liabilities / Revenue

20th percentile

0.00x

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

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

Net Margin

89th percentile

49%

Higher net margin than 89% of similar nonprofits.

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

Top Officer Pay

41st percentile

$5,695

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

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

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

88th percentile

79%

Faster revenue growth than 88% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,467,996

Up $140,138 (+11%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,467,996

Up $140,138 (+11%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin89th percentile

Revenue

Up

$238,168

Up $105,037 (+79%) from 2024

Expenses

Down

$121,620

Down $2,861 (-2.3%) from 2024

Net Income

Up

$116,548

Up $107,898 (+1247%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $498,334Liabilities 2011: $02011Assets 2012: $554,631Liabilities 2012: $0Net Assets 2012: $554,6312012Assets 2013: $580,735Liabilities 2013: $0Net Assets 2013: $580,7352013Assets 2014: $664,921Liabilities 2014: $0Net Assets 2014: $664,9212014Assets 2015: $646,176Liabilities 2015: $0Net Assets 2015: $646,1762015Assets 2016: $678,744Liabilities 2016: $0Net Assets 2016: $678,7442016Assets 2017: $698,010Liabilities 2017: $0Net Assets 2017: $698,0102017Assets 2018: $850,248Liabilities 2018: $0Net Assets 2018: $850,2482018Assets 2019: $1,006,202Liabilities 2019: $0Net Assets 2019: $1,006,2022019Assets 2020: $1,100,169Liabilities 2020: $0Net Assets 2020: $1,100,1692020Assets 2021: $1,245,558Liabilities 2021: $0Net Assets 2021: $1,245,5582021Assets 2022: $1,133,762Liabilities 2022: $0Net Assets 2022: $1,133,7622022Assets 2023: $1,237,191Liabilities 2023: $0Net Assets 2023: $1,237,1912023Assets 2024: $1,327,858Liabilities 2024: $0Net Assets 2024: $1,327,8582024Assets 2025: $1,467,996Liabilities 2025: $0Net Assets 2025: $1,467,9962025

Highlighted filing

2025

Assets$1,467,996
Liabilities$0
Net Assets$1,467,996
Open 2025 Filing

Operations Trend

Revenue Growth88th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $59,006Expenses 2011: $84,225Net Income 2011: -$25,2192011Revenue 2012: $109,846Expenses 2012: $81,876Net Income 2012: $27,9702012Revenue 2013: $94,418Expenses 2013: $89,401Net Income 2013: $5,0172013Revenue 2014: $91,154Expenses 2014: $58,020Net Income 2014: $33,1342014Revenue 2015: $79,901Expenses 2015: $64,189Net Income 2015: $15,7122015Revenue 2016: $208,087Expenses 2016: $78,411Net Income 2016: $129,6762016Revenue 2017: $102,630Expenses 2017: $112,849Net Income 2017: -$10,2192017Revenue 2018: $224,488Expenses 2018: $95,756Net Income 2018: $128,7322018Revenue 2019: $264,239Expenses 2019: $98,686Net Income 2019: $165,5532019Revenue 2020: $109,459Expenses 2020: $84,206Net Income 2020: $25,2532020Revenue 2021: $161,224Expenses 2021: $77,482Net Income 2021: $83,7422021Revenue 2022: $134,753Expenses 2022: $86,455Net Income 2022: $48,2982022Revenue 2023: $155,103Expenses 2023: $100,414Net Income 2023: $54,6892023Revenue 2024: $133,131Expenses 2024: $124,481Net Income 2024: $8,6502024Revenue 2025: $238,168Expenses 2025: $121,620Net Income 2025: $116,5482025

Highlighted filing

2025

Revenue$238,168
Expenses$121,620
Net Income$116,548
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$1,467,996
Liabilities
$0
Net assets
$1,467,996
Revenue
$238,168
Expenses
$121,620
Net income
$116,548
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.24$0.12$0.12
2024Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.13$0.12$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.16$0.10$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.13$0.09$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.16$0.08$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.11$0.08$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.26$0.10$0.17
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.22$0.10$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.10$0.11$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.21$0.08$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.08$0.06$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.09$0.06$0.03
2013Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$0.09$0.09$0.01
2012Summary only. Only limited summary data is available for this year.$0.55$0.00$0.55$0.11$0.08$0.03
2011Summary only. Only limited summary data is available for this year.$0.50$0.00$0.06$0.08$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Dec 17, 2025
Return Version
2024v5.2
Gross Receipts
$588,965
Mission and Program Overview

Mission

To bring together people interested in the town's history, to collect and preserve objects whichhelp to establish or illustrate its history, to acquire and manage any property available to thesociety, to interest young people in their town's heritage, to publish historical information,and to maintain a library of historical materials.

To bring together people interested in the town's history, to collect and preserve objects which help to establish or illustrate its history, to acquire and manage any property available to the society, to interest young people in their town's heritage, to publish historical information , and to maintain a library of historical materials.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$833,879$917,548▲ $83,669
Rtn Earn Endowment Incm Other Fnds$773,227$913,365▲ $140,138
Pd in Cap Srpls Land Bldg Eqp Fund$554,631$554,631→ $0
Land, Buildings, and Equipment, Net$268,899$286,998▲ $18,099
Savings and Temporary Cash Investments$183,546$227,243▲ $43,697
Inventories for Sale or Use$25,000$25,000→ $0
Cash and Non-Interest-Bearing Accounts$16,534$11,207▼ $5,327
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,327,858$1,467,996▲ $140,138
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,327,858$1,467,996▲ $140,138
Total Liabilities and Net Assets / Fund Balance$1,327,858$1,467,996▲ $140,138

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$286,998$217,800$504,798
Other Securities$41,272--
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Susan LangTreasurerPT$5,695$5,695
Jan DesiatoDirectorPT$2,262$2,262

Board Members and Trustees

NameTitle
Elizabeth Mard HaneyPresident
Allyson MardVice President
Ginny ZellnerDirector
Helen Anne OstroskyDirector
Lisa CilioDirector
Lisa KellerDirector
Lucy SedaDirector
Renee CollinsDirector
Betty BeattyHonorary Director
Gloria ThorneHonorary Director
John JennerHonorary Director
Phyllis McgoldrickHonorary Director
Sue MogaHonorary Director
Lori FinckSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$93,440
Program Service Revenue
$0
Investment Income
$68,524
Other Revenue
$76,204
All Other Contributions
$86,770
Change in Net Assets
$116,548
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$121,620
Total Fundraising Expense$14,444
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance$15,847$1,761-$17,608
Occupancy$11,835$1,392$696$13,923
Depreciation Depletion$13,095--$13,095
Fees for Services Accounting-$10,718-$10,718
Fees for Service Investment Mgmnt Fees-$10,402-$10,402
Office Expenses$3,461$2,311$245$6,017
Fees for Services Management$5,694--$5,694
Advertising--$5,588$5,588
Other Expenses$5,048-$5,745$5,048
All Other Expenses-$150$2,170$2,320
Travel$1,000--$1,000
Conferences and Meetings$444--$444
Total Functional Expenses$80,442$26,734$14,444$121,620
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$815
Fundraising Direct Expenses$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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, Part VI, Section A, Line 2

“Treasurer, susan lang, and secretary, lori finck, are sisters.”

Form 990, Part VI, Section A, Line 6

“The organization has members.”

Form 990, Part VI, Section A, Line 7A

“Members of the sherman historical society elect the board of directors.”

Form 990, Part VI, Section A, Line 8B

“The organization does not have any committees that can act on behalf of the governing body.”

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

“The 990 tax return is reviewed by the governing body at a meeting prior to being filed.”

Form 990, Part VI, Section B, Line 12C

“The society shall conduct a full and open process for bidding work to be done on its behalf.”

Form 990, Part VI, Section C, Line 19

“The organization makes its documents available to the public upon request.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Gloria thorne - 10 route 37 ctr, sherman, ct 06784. Elizabeth mard haney - 10 route 37 ctr, sherman, ct 06784. Betty beatty - 10 route 37 ctr, sherman, ct 06784. Ginny zellner - 10 route 37 ctr, sherman, ct 06784. Sue moga - 10 route 37 ctr, sherman, ct 06784. John jenner - 10 route 37 ctr, sherman, ct 06784. Jan desiato - 10 route 37 ctr, sherman, ct 06784. Susan lang - 10 route 37 ctr, sherman, ct 06784. Lori finck - 10 route 37 ctr, sherman, ct 06784. Phyllis mcgoldrick - 10 route 37 ctr, sherman, ct 06784. Lisa cilio - 10 route 37 ctr, sherman, ct 06784. Allyson mard - 10 route 37 ctr, sherman, ct 06784. Lisa keller - 10 route 37 ctr, sherman, ct 06784. Renee collins - 10 route 37 ctr, sherman, ct 06784. Helen anne ostrosky - 10 route 37 ctr, sherman, ct 06784. Lucy seda - 10 route 37 ctr, sherman, ct 06784.”

Filing and Contact Details

Filer

Filer Name
The Sherman Historical Society Inc
EIN
51-0176086
Phone
2037469672
Address
10 ROUTE 37 CENTER, SHERMAN, CT 06784-1503

Signing Officer

Name
Helenanne Ostrosky
Title
President
Phone
2037469672
Signed
2025-12-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Helenanne Ostrosky
Formed
1981
Legal Domicile
Ct
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
65

Preparer

Firm
Kevin L Dumas CPA LLC
Address
28 OLD PARK LANE ROAD, NEW MILFORD, CT 06776-2508
Preparer
Kevin L Dumascpa
Phone
8603552223
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Unrealized gain/losses on assets 23,590.”

Financial Statement Notes

PART III, LINE 4:

“Shoe makers tools-exhibited in the cobbler shop old mercantile items from the original store-exhibited in the old store furnishings of a period home-exhibited in the northrop house.”

Raw XML AppendixShowing 400 of 542 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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IRS990/Form990PartVIISectionAGrp/TitleTxt4HONORARY DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5HONORARY DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt9HONORARY DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
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