Norton Historical Society Inc

Nonprofit profile at a glance

EIN
237211658
IRS 990-EZ coverage
2023–2024
Forms available
Form 990-EZ 2024, Form 990-N 2022
Location
Norton, MA, USA
Phone
5082857070
Rating
55
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$35,346
Expenses
$17,909
Assets
$389,260
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • Janice Burkhart (President)
  • Christine Carmichael (Vice-President)

People named in this filing

  • Janice Burkhart (President)
  • Christine Carmichael (Vice-President)
  • Robert Lanpher (Treasurer)

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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Historic Museum and programs

What it reported doing in 2024

We operate a small one room schoolhouse museum for history and genealogy research. We do programs in the town schools and the children come to our museum. We provide this service for at least 120 students each year. The museum is open free of charge every Monday and Wednesday and we had many people use our research material.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
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

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 20
  • Transparency & Controls: 100
  • Sustainability: 86
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 18.3%; rating input score 18
  • Program expense ratio: 21.6%; rating input score 22

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: 49.3%; rating input score 91; 91st percentile among comparable filings
  • Total-asset coverage ratio: 21.74; rating input score 96; 96th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -66.3% per year; rating input score 0; 6th percentile among comparable filings
  • Revenue growth: -121.9% per year; rating input score 0; 1st percentile among comparable filings
  • Asset growth: 4.6% per year; rating input score 100; 56th percentile among comparable filings

Details

  • Where the money goes: 18.3% of revenue deployed · 21.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $4K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 2 filing years from 2023 to 2024
  • 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 — Financial Efficiency: Mission deployment rate scored 18/100.
  • High — Financial Efficiency: Program expense ratio scored 22/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.