Middlebury Historical Society Inc
Nonprofit profile at a glance
- EIN
- 060950841
- IRS 990-EZ coverage
- 2025–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2024
- Location
- Middlebury, CT, USA
- Phone
- 2032064717
- Rating
- 90
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $116,404
- Expenses
- $138,509
- Assets
- $16,444
- Liabilities
- $7,000
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- ROBERT L RAFFORD (PRESIDENT)
People named in this filing
- ROBERT L RAFFORD (PRESIDENT)
- MICHAEL SIMMS III (VICE PRESIDE)
- ALICE DEMARTINO (SECRETARY)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The middlebury historical society is dedicated to collecting, preserving, presenting, and celebrating the history of middlebury, Connecticut.
What it reported doing in 2025
We believe that a community is strengthened by an understanding of its unique cultural, political, and social history. As stewards of that history, we aim to foster awareness and appreciation of middleburys past for the benefit of future generations through historical research and public education through publications, programs, and displays that highlight the people, places, and events that have shaped our town.
Operating model
- Revenue model
- Donor-supported. 96% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 99
- Transparency & Controls: 100
- Sustainability: 16
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 98.3%; rating input score 98
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -19%; rating input score 8; 8th percentile among comparable filings
- Total-asset coverage ratio: 0.12; rating input score 13; 13th percentile among comparable filings
- Liabilities to assets ratio: 0.43; rating input score 10; 10th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 100% of revenue deployed · 98.3% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $136K in reported program spending
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 8/100.
- High — Sustainability: Total-asset coverage ratio scored 13/100.
- High — Sustainability: Liabilities to assets ratio scored 10/100.