Waverly Historical Society Inc
Nonprofit profile at a glance
- EIN
- 471268218
- IRS 990-EZ coverage
- 2015–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2023
- Location
- Waverly, NY, USA
- Phone
- 6074252994
- Rating
- 73
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Historical Societies, Related Historical Activities
Reported finances
- Revenue
- $109,791
- Expenses
- $10,370
- Assets
- $469,284
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
11 people listed
Executive titles in this filing
- PATRICIA BRUNK (PRESIDENT)
People named in this filing
- PATRICIA BRUNK (PRESIDENT)
- LINDA VOGEL (SECRETARY)
- JESSICA SCHILMOELLER (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 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The organization operates as a museum, providing historical education to the public while maintaining a public building housing articles of historical significance to the waverly New York and surrounding areas.
What it reported doing in 2025
Collect artifacts from the public as well as exhibit private collections.tours are offered to the general public as well as to area schools.
Operating model
- Revenue model
- Donor-supported. 93% of the money available for current operations came from contributions and gifts.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 77% for direct work, and 23% for member benefits.
The verdict
SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work.
Rating breakdown
- Financial Efficiency: 48
- Transparency & Controls: 100
- Sustainability: 83
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 16%; rating input score 16
- Program expense ratio: 100%; rating input score 100
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: 90.6%; rating input score 99; 99th percentile among comparable filings
- Total-asset coverage ratio: 45.25; rating input score 99; 99th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 14.1% per year; rating input score 100; 67th percentile among comparable filings
- Revenue growth: 0.9% per year; rating input score 100; 23rd percentile among comparable filings
- Asset growth: 10.4% per year; rating input score 100; 60th percentile among comparable filings
Details
- Where the money goes: 16% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $10K in reported program spending
- Leadership: top reported pay $0 · 11 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- Filing history: 3 filing years from 2015 to 2025
- Contacts: How to reach this organization
- 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 16/100.