Shelton Historical Society Inc
Nonprofit profile at a glance
- EIN
- 061442022
- IRS 990 coverage
- 2020–2024
- Forms available
- Form 990 2024, Form 990-EZ 2019
- Location
- Shelton, CT, USA
- Phone
- 2039251803
- Rating
- 68
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Historical Societies, Related Historical Activities
Reported finances
- Revenue
- $111,059
- Expenses
- $106,898
- Assets
- $629,625
- Liabilities
- $26,350
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
13 people listed
Executive titles in this filing
- KATHARINE DALTON (EXECUTIVE DIRECTOR)
- PAULA ANTHONY (PRESIDENT/DIRECTOR)
- MAURICE CAYER (1ST VICE PRESIDENT/DIRECTO)
Highest reported compensation
- KATHARINE DALTON (EXECUTIVE DIRECTOR): $24,445 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The mission of the shelton historical society is to preserve elements of the community's history in order to create lasting and meaningful connections between past, present, and future generations through education, maintaining a museum with its collections, and providing educational progams for the community regarding matters of historical significance.
What it reported doing in 2024
Educational programs to create lasting and meaningful connections between past, present and future generations
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
SUPPORTED - The filed numbers largely add up and most voting board members are independent. 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: 47
- Transparency & Controls: 92
- Accountability: 69
- Sustainability: 53
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 55.5%; rating input score 55
- Program expense ratio: 49.8%; rating input score 50
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 2 of 8 controls in place; rating input score 25
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: Fail
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 3.7%; rating input score 48; 48th percentile among comparable filings
- Total-asset coverage ratio: 5.89; rating input score 82; 82nd percentile among comparable filings
- Liabilities to assets ratio: 0.04; rating input score 34; 34th percentile among comparable filings
- Officer compensation ratio: 22.9%; rating input score 16; 16th percentile among comparable filings
Growth
- Program expense growth: 36% per year; rating input score 100; 92nd percentile among comparable filings
- Revenue growth: 2.1% per year; rating input score 100; 35th percentile among comparable filings
- Asset growth: 4.4% per year; rating input score 100; 44th percentile among comparable filings
Details
- Where the money goes: 55.5% of revenue deployed · 49.8% of spending went to programs
- Governance: 12 of 12 board members independent · 2 of 8 filing controls reported
- Programs: 2 filed program accomplishments · $53K in reported program spending
- Leadership: top reported pay $24K · 13 people listed
- Consistency: 22 of 23 current checks pass · 1 finding to review
- Schedules: 4 filed schedules · includes major donors
- Filing history: 4 filing years from 2020 to 2024
- 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 — Financial Efficiency: Mission deployment rate scored 55/100.
- Review — Financial Efficiency: Program expense ratio scored 50/100.
- High — Accountability: Governance controls: 5 of 7 not reported.
- Moderate — Sustainability: Operating margin scored 48/100.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- High — Sustainability: Officer compensation ratio scored 16/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 34/100.