Uncategorized IRS Verified DX Registered 990 on File

HISTORICAL SOCIETY INC WATERTOWN

EIN: 06-0834599 · WATERTOWN, CT 06795-2262 · United States · FY 2025 Data

4 out of 5 77 / 100 Based on 2+ years of filings

Financial strength (30%) 57/100

Reliability (20%) 82/100

Effectiveness (25%) 87/100

Impact (25%) 85/100

Financial data: FY 2025 · Scored 9/13/2026

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CharityAI™ Score

out of 100

Mission Statement

It is the Mission of the society to preserve, collect and share the history of Watertown and Oakville.

Financial Overview — FY 2025

$90K

Total Revenue

$49K

Total Expenses

$797K

Net Assets

Employees

Revenue Sources

Expense Breakdown

Program Expense Ratio 100.0%

Fundraising Efficiency N/A

Operating Reserve 193.80x

Liability-to-Asset 0.0%

Revenue Diversification 96.3%

Compared with Peers

Peer comparison is not available for this organization.

CharityAI™ Evaluation — 2025

46 / 100

Financial

Reliability

Effectiveness

Impact

Financial Strength (30%) 0

Reliability & Transparency (20%) 82

Program Effectiveness (25%) 32

Impact & Outcomes (25%) 85

1,150 served annually $0 per beneficiary 4 programs

IRS Verified Form 990 on File 90% Data Complete

Impact

4 programs

Outcome / Program	People Served	Cost / Service	# Completed	Duration
Entertainment	100	$0.01	—	Per Day
Education	350	$0.01	—	Per Day
Entertainment	400	$0.01	—	Per Day
Improved Education	300	$1.00	—	Per Day

Financial History

Year	Revenue	Expenses	Net Assets	Program %
2025	$90K	$49K	$797K	100.0%
2024	$116K	$51K	$757K	100.0%
2023	$68K	$54K	$692K	100.0%
2022	$117K	$52K	$677K	100.0%

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Organization Details

EIN: 06-0834599
State: CT
City: WATERTOWN
ZIP: 06795-2262
Rating: 4★
Coverage: A
Last Updated: Aug 2026
IRS Ruling Year: 1945
Foundation Code: 16
Form 990: On File

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CharityAI™ rates charities from 0 to 100 using public filings (IRS Form 990 and the equivalent registries outside the US) together with the information the charity itself provides on DonationX. Ratings are recalculated every quarter, without human bias, and shown as stars.

Four pillars

Financial strength30%

Program expense ratio, fundraising efficiency, operating reserves, liabilities and revenue diversification, compared with similar organizations.

Reliability20%

Standing with the registry, filing history, verification and how complete the profile is.

Effectiveness25%

How much goes to programs and how consistently the organization delivers them.

Impact25%

The outcomes the charity reports on DonationX: people served, cost per service and results.

Stars

★★★★★ 80–100 ★★★★☆ 60–79 ★★★☆☆ 40–59 ★★☆☆☆ 20–39 ★☆☆☆☆ 1–19

A pillar with no data counts as zero. Without impact metrics the score is capped at 59 (three stars): only the charity can supply that data.
The coverage grade (A to D) says how much filing data the score rests on; NONE means there is not enough to rate.
An organization that is not in good standing with its registry (for example a revoked tax exemption) is shown as Not rated.
"Compared with peers" places the charity's key ratios against organizations of the same country, sector and size.

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