Norfolk Historical Society Inc

Nonprofit profile at a glance

EIN
066054516
IRS 990-EZ coverage
2014–2025
Forms available
Form 990 2024, Form 990-EZ 2025
Location
Norfolk, CT, USA
Phone
8605425761
Rating
85
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$79,450
Expenses
$73,092
Assets
$492,351
Liabilities
$1,212

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

6 people listed

Executive titles in this filing

  • ROBERT DANCE (President)
  • ERIC ANDERSON (Vice President)
  • RICHARD BYRNE (Vice President)

People named in this filing

  • ROBERT DANCE (President)
  • ERIC ANDERSON (Vice President)
  • RICHARD BYRNE (Vice President)

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

Promote and encourage historical and genealogical research; to procure, preserve and publish records pertaining to the town of norfolk, Connecticut

What it reported doing in 2025

The norfolk historical society, inc. Maintains a museum and library of norfolk, Connecticut artifacts, history and genealogies that is open to the public

Operating model

Revenue model
Donor-supported. 72% 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 - The filed numbers largely add up and a large share of available resources goes toward mission work. Expenses are high relative to revenue and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 74
  • Transparency & Controls: 100
  • Sustainability: 57
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 72.6%; rating input score 73
  • Program expense ratio: 76.9%; rating input score 77

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 8%; rating input score 58; 58th percentile among comparable filings
  • Total-asset coverage ratio: 6.74; rating input score 88; 88th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 29; 29th percentile among comparable filings
  • Officer compensation ratio: 32.8%; rating input score 6; 6th percentile among comparable filings

Growth

  • Program expense growth: 3.6% per year; rating input score 100; 57th percentile among comparable filings
  • Revenue growth: 7.6% per year; rating input score 100; 76th percentile among comparable filings
  • Asset growth: 2.3% per year; rating input score 100; 47th percentile among comparable filings

Details

  • Where the money goes: 72.6% of revenue deployed · 76.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $56K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 11 filing years from 2014 to 2025
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • 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.

  • Review — Sustainability: Operating margin scored 58/100.
  • High — Sustainability: Officer compensation ratio scored 6/100.
  • High — Sustainability: Liabilities to assets ratio scored 29/100.