Derby Historical Society
37 Elm St
Ansonia CT 06401
Contact Information
Address 37 Elm St
Ansonia, CT 06401-
Telephone (203) 735-1908 x
Fax 203-555-1212
E-mail info@derbyhistorical.org
Web and Social Media
General David Humphreys House
Mission
The Derby Historical Society is a regional historical society dedicated to preserving, maintaining and celebrating the rich and varied history of the Lower Naugatuck Valley.
A Great OpportunityHelpThe nonprofit has used this field to provide information about a special campaign, project or event that they are raising funds for now.
Restoration of the exterior of the General David Humphreys House & Museum
A Great Opportunity Ending Date Dec 31 2018
At A Glance
Year of Incorporation 1964
Organization's type of tax exempt status Exempt-Other
Organization received a competitive grant from the community foundation in the past five years Yes
Leadership
CEO/Executive Director Paula Julia Norton
Board Chair John D Poole
Board Chair Company Affiliation Oracle
Financial Summary
Revenue vs Expenses Bar Graph - All Years
Statements
Mission The Derby Historical Society is a regional historical society dedicated to preserving, maintaining and celebrating the rich and varied history of the Lower Naugatuck Valley.
Background
The Old Derby Historical Society was founded in 1899.  In 1901, its name was changed to the Derby Library and Historical Society and its sole focus was the creation of the Derby Public Library and it was disbanded in 1902 after accomplishing that goal.    
 
The present Derby Historical Society was organized in 1946 and has been incorporated since 1958.   In 1961, the Society acquired the General David Humphreys House in Ansonia. Restoration was made to the house throughout the 1970's and was declared the Town of Ansonia's Bicentennial Project in 1976.  Final work was completed in early 1980 and record numbers attended the first open-house on May 8, 1980.
 
 
Impact
The Derby Historical Society continues to produce the award-winning hands-on historical immersion experience for area fifth graders.  Many of these students, and other area children join our Jr. Docent program that further engages them in area history and Colonial life. This year, our program expanded to 4 days a week due to the number of schools that we were able to secure. 
 
The David Humphreys House has recently undergone a conditions assessment for the renovations needed to help us preserve and restore it.  We received a matching grant from the CT Trust to help us with the costs of this assessment.  We hope to secure funding, via grants and donations, to complete the restoration project.
  
Needs The needs of the Derby Historical Society are increasing.  We need financial support for our Operating Budget.  We are also still fundraising towards the restoration of the David Humphreys House.  Complete removal and replacement of the clapboard siding, as well as a replacement of the insulation is needed. We also need to have some repairs done to our chimney so that we may continue to use our fireplaces for open hearth cooking.  Further repairs are needed to the roof and windows.    Another pressing need is for adequate storage of our artifacts.  This need includes funding to build proper storage areas, training for staff and volunteers in proper artifact storage and handling, and the addition of a staff curator.
CEO Statement

The Derby Historical Society is an organization dedicated in its mission of teaching and preserving the history of the Lower Naugatuck Valley.  Our primary program, A Day in 1762, is a shining example of this.  We primarily welcome 4th and 5th grade students to spend "A Day in 1762", beginning with a walking tour of Historic Elm Street in Ansonia, followed by a tour of David Humphreys home, a short film, and interactive workshop of either open-hearth cooking, spinning wool, or weaving.  The day ends with a delicious lunch.    Each child assumes the identity of a child that actually lived in the area in 1762.  They learn about what life was like back then.  

We also have many public programs either on-site, CT Open House Day, Open Hearth Cooking, Children's Christmas Fair, 12th Night or offsite, our Annual Meeting, Silver Tea and Annual Appeal Fundraiser.  We are always educating the public during the programs with tours, exhibits from our collections, colonial demonstrations, and various historical re-enactors & guest speakers.

 
 
Board Chair Statement

The Derby Historical Society has continued success due to the dedication of our Board Members and staff.  We have offered our award winning program "A Day in 1762" for over 30 years.  This is a hands-on, living history program that takes children back to life in the Colonial Times.  We receive generous funding from the Valley Towns and this helps us to continue offering our premiere program to these school children.  We strive to keep our program running at an optimum level and have professional and knowledgeable staff to help us achieve our goal.

 Our biggest challenge at hand is the funding for the restoration project at the General David Humphreys House.  We have a dedicated Building Committee and staff members who are seeking out grants and forming new committees for fund raising.  The lack of funds from the State of CT, due to the current state of the budget, will make this even more of a challenge for The Society, as we have utilized them in the past projects. 

The love of history of the Valley and the reward of being able to help to ensure the education of future generations is one of the reasons I am such a dedicated and active member of The Society. 
Service Categories
Primary Organization Category Arts,Culture & Humanities / Historical Organizations
Secondary Organization Category Education / Elementary & Secondary Schools
Tertiary Organization Category Youth Development / Youth Community Service Clubs
Areas Served
Lower Naugatuck Valley
Ansonia
Derby
Oxford
Seymour
Shelton
Milford
The Derby Historical Society strives to be the Historical Center of the Lower Naugatuck Valley. Towns we serve include Ansonia, Derby, Seymour, Shelton and Oxford.
Programs
Description An award-winning hands-on history immersion program for area fifth graders.
Population Served Children Only (5 - 14 years) / Children and Youth (0 - 19 years) / Adults
Program is linked to organization’s mission and strategy Yes
Program is frequently assessed based on predetermined program goals Yes
Short Term SuccessHelpOrganizations describe near term achievement(s) or improvement(s) that will result from this program. This may represent immediate outcomes occurring as a result of the end of a session or service. Children will have learned about living in 1762 New England, by taking a walking tour of the neighborhood and participating in hands-on workshops or either weaving, cooking, or spinning.  They will have had the experience of living the life as a child in 1762. 
Long Term SuccessHelpOrganizations describe the ultimate change(s) that will result from this program. This may be far into the future and represent an ideal state. Participants in this program will explore what life was like during the 18th century, meet our New England heroes, and discuss our nation's heritage while meeting Common Core Standards.  The participants, mostly children ages 10-12, will walk away from our program with a sense of pride about where they live.
Program Success Monitored ByHelpOrganizations describe the tools used to measure or track program impact. Our feedback from the students and teachers is the number one way we know our program is working.  We have many repeat schools and continue to add new schools yearly.  We have made accommodations to encourage special needs groups to visit us over the past few years.  Our success is knowing that the program is still thriving after 35 years and we are striving to improve and add quality to this each season.
Description This program is provided to the public during the fall, close to Thanksgiving.  The docents and volunteers work together to provide a wonderful "period correct" colonial sampling of the foods that would have been served in Colonial time.  There are tours of the David Humphreys House and Historic Elm Street District. 
Population Served Adults / Families /
Program is linked to organization’s mission and strategy Yes
Program is frequently assessed based on predetermined program goals Yes
Short Term SuccessHelpOrganizations describe near term achievement(s) or improvement(s) that will result from this program. This may represent immediate outcomes occurring as a result of the end of a session or service. People who visit us at our Open Hearth Cooking have the opportunity to experience life in the 18th century through tours and delicious cookery.
Long Term SuccessHelpOrganizations describe the ultimate change(s) that will result from this program. This may be far into the future and represent an ideal state. This program allows the public to learn about the Valley's history.  We have tours of the David Humphreys House and also the Historic Elm Street district. Demonstrations of Open Hearth Cooking are provided and samples are given to the visitors.  This is an opportunity to take a step back in time to the 18th century. 
Program Success Monitored ByHelpOrganizations describe the tools used to measure or track program impact. Each year we have several repeat visitors.
Examples of Program SuccessHelpOrganization's site specific examples of changes in clients' behaviors or testimonies of client's changes to demonstrate program success. Many of our visitors attend other programs that are offered by the Derby Historical Society.  Our talented Docent Staff (who all volunteer for these programs), Deputy Director (who volunteers as well) along with our society volunteers and board members continue to strive to present a successful, quality program.
Description Our Annual Appeal is an offsite program at which we reach out to our membership and community for donations to help us with our operational costs for the year.  We hold this reception offsite and have entertainment and a light reception usually from 4:30 to 7:00 pm.  We also present our Dr. John Ireland Howe Award to an individual whose presence has consistently benefited the Valley in the spirit of philanthropy to the extent that they will be remembered in a historical context by future generations
Population Served Adults / US / Families
Program is linked to organization’s mission and strategy Yes
Program is frequently assessed based on predetermined program goals Yes
Short Term SuccessHelpOrganizations describe near term achievement(s) or improvement(s) that will result from this program. This may represent immediate outcomes occurring as a result of the end of a session or service. The Annual Appeal is essential in helping The Society to continue to be able to financially support the programming through the year.
Long Term SuccessHelpOrganizations describe the ultimate change(s) that will result from this program. This may be far into the future and represent an ideal state. We have continued to have a very well attended appeal reception for over 23 years. 
Program Success Monitored ByHelpOrganizations describe the tools used to measure or track program impact. We have over 100 people attend the appeal reception each year.  Many donations are sent in through our mailing appeal as well.
Examples of Program SuccessHelpOrganization's site specific examples of changes in clients' behaviors or testimonies of client's changes to demonstrate program success. The Society is able to continue offering the programs to the public, and is able to pay our staff, including our Docents for A Day in 1762 school program.
Description This is one of organization's biggest fundraising programs.  We hold this program offsite. Tickets are purchased for this event.  We have tea sandwiches, cookies, tea and punch for the guests.  We seek donations of raffle prizes and sell tickets to the guests as a source of revenue.  A historical re-enactor gives a presentation during the event.  Our Board members, Deputy Director, and Docent all volunteer their time to help make this a success each year.
Population Served Adults / Adolescents Only (13-19 years) /
Program is linked to organization’s mission and strategy Yes
Program is frequently assessed based on predetermined program goals Yes
Short Term SuccessHelpOrganizations describe near term achievement(s) or improvement(s) that will result from this program. This may represent immediate outcomes occurring as a result of the end of a session or service. People who attend this program are happy to support the Derby Historical Society.  Many people attend this program annually and look forward to our upcoming events through the year.
Long Term SuccessHelpOrganizations describe the ultimate change(s) that will result from this program. This may be far into the future and represent an ideal state. The success of this program has been the amount of people who have attended.  This program has been a part of our fundraising for over 22 years.
Program Success Monitored ByHelpOrganizations describe the tools used to measure or track program impact. We know it is working by the feedback, ticket sales, and the monies raised.
Description This program is held at the David Humphreys House in January, on or about the 12th night after Christmas.  The house is decorated as it would have been in the 18th century.  We have music, lots of people, food, some period recipes are prepared, and tours of the home.  Our wonderful Docent staff volunteers their time, along with our Deputy Director and a few Board members.  Many of our Society volunteers are also involved to help ensure a successful event.
Population Served Families / Adults / Children and Youth (0 - 19 years)
Program is linked to organization’s mission and strategy Yes
Program is frequently assessed based on predetermined program goals Yes
Short Term SuccessHelpOrganizations describe near term achievement(s) or improvement(s) that will result from this program. This may represent immediate outcomes occurring as a result of the end of a session or service. We are happy to know that people leave with a knowledge of what life was like during the colonial times.  We educate them on the Humphreys, the historic district, and the cooking and customs of the era.
Long Term SuccessHelpOrganizations describe the ultimate change(s) that will result from this program. This may be far into the future and represent an ideal state. This event has been well attended and continues to attract visitors from all over the State of CT each year.  Many people are repeat visitors.
Program Success Monitored ByHelpOrganizations describe the tools used to measure or track program impact. Feedback and donations that we receive yearly.
CEO/Executive Director
Paula Julia Norton
Term Start Feb 2011
Email paula@derbyhistorical.org
Experience Experience includes Sales Support Specialist, Administrative Assistant, Paraprofessional educator and Day Care owner.
Staff
Number of Full Time Staff 0
Number of Part Time Staff 2
Number of Volunteers 100
Number of Contract Staff 0
Staff Retention Rate 100%
Staff Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 1
Hispanic/Latino 0
Native American/American Indian 0
Other 1 0
Staff Demographics - Gender
Male 0
Female 2
Unspecified 0
Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Annually
Senior Management Formal Evaluation N/A
Senior Management Formal Evaluation Frequency Annually
Non Management Formal Evaluation Yes
Non Management Formal Evaluation Frequency Annually
Board Chair
John D Poole
Company Affiliation Oracle
Term Mar 2017 to Mar 2018
Board of Directors
NameAffiliation
Elaine Brandon Retired - Community Volunteer
Mayor David Cassetti Mayor of Ansonia, CT
Timothy P Dillon Esq.Sheehy and Dillon
Paul M. Dinice Jr.Community Volunteer
Barbara Jean Garofalo Community Volunteer
Dorothy Gleason Retired
Kevin Henri Community Volunteer
William Miller Jr.Community Volunteer
Albert Duke Misiewicz Jr.Community Volunteer
Felicia Monaco Community Volunteer
Kevin O'Mara Community Volunteer
Cynthia Poppa Community Volunteer
Timothy Riordan CPA
Randall Ritter GE Capital & Boy Scouts of America
Paul Simpson Community Volunteer
Ralph Villers Community Volunteer
Janis Yakimovich Retired - Community Volunteer
Board Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 18
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 12
Female 6
Unspecified 0
Board Co-Chair
Janis Yakimovich
Company Affiliation Community Volunteer
Term Mar 2017 to Mar 2018
Email jan49yak@snet.net
Standing Committees
Building
Collections
Education
Finance
Membership
Strategic Planning / Strategic Direction
Volunteer
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Executive
Marketing
CEO Comments
Our most valuable collection item, The General David Humphreys House & Museum is undergoing restoration.  This project began 3 years ago and is ongoing.  The face of the house has been restored and we are now working to complete the next phase with the side of the house.  We have also done some interior work to help prevent moisture damage in the future, which includes new duct work and a vapor barrier underneath the floorboards. We will continue to fundraise and look for grant opportunities for both the restoration and our day to day operations. 
 
 
Financials
Fiscal Year Start Jan 01 2016
Fiscal Year End Dec 31 2016
Projected Revenue $107,432.00
Projected Expenses $143,468.00
Spending Policy Percentage
Percentage (if selected) 4%
Credit Line No
Reserve Fund No
Documents
Form 990s
Form 9902016
Form 9902015
Form 9902014
Form 9902013
Form 9902012
Form 9902011
Form 9902010
IRS Letter of Exemption
IRS Letter
Detailed Financials
Prior Three Years Revenue Sources ChartHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201620152014
Foundation and
Corporation Contributions
$39,692$65,036$19,422
Government Contributions$22,900$24,900$23,700
Federal------
State------
Local$22,900$18,400$17,200
Unspecified--$6,500$6,500
Individual Contributions------
------
$22,956$16,361$21,041
Investment Income, Net of Losses$6,767$6,323$6,089
Membership Dues$1,712$2,635$2,340
Special Events$3,977----
Revenue In-Kind------
Other$10,423$5,509$2,652
Prior Three Years Expense Allocations Chart
Fiscal Year201620152014
Program Expense$74,769$67,476$75,681
Administration Expense$16,883$13,150$15,626
Fundraising Expense------
Payments to Affiliates------
Total Revenue/Total Expenses1.181.500.82
Program Expense/Total Expenses82%84%83%
Fundraising Expense/Contributed Revenue0%0%0%
Prior Three Years Assets and Liabilities Chart
Fiscal Year201620152014
Total Assets$1,064,084$1,046,917$1,007,555
Current Assets$127,522$156,229$125,631
Long-Term Liabilities------
Current Liabilities$2,828$2,436$3,212
Total Net Assets$1,061,256$1,044,481$1,004,343
Prior Three Years Top Three Funding Sources
Fiscal Year201620152014
Top Funding Source & Dollar AmountPersbacker Foundation $15,000Persbacker Foundation $20,000City of Derby $10,800
Second Highest Funding Source & Dollar AmountCity of Derby $10,000The Valley Community Foundation $16,500City of Shelton $6,400
Third Highest Funding Source & Dollar AmountCity of Shelton $6,400City of Derby $12,000 --
Solvency
Short Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities45.0964.1339.11
Long Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets0%0%0%
Capitial Campaign
Currently in a Capital Campaign? No
Capital Campaign Anticipated in Next 5 Years? Yes
Comments
CEO Comments One of the biggest challenges we are facing are cuts to the monies that we will be seeking for grant opportunities through the State of CT and other avenues.  We are currently forming a fundraising committee to help with alternative funding opportunities.  We are also working with our Board to find private sources of funding and corporate sponsors. 
Foundation Staff Comments

This profile, including the financial summaries prepared and submitted by the organization based on its own independent and/or internal audit processes and regulatory submissions, has been read by the Foundation. Financial information is inputted by Foundation staff directly from the organization’s IRS Form 990, audited financial statements or other financial documents approved by the nonprofit’s board. The Foundation has not audited the organization’s financial statements or tax filings, and makes no representations or warranties thereon. The Community Foundation is continuing to receive information submitted by the organization and may periodically update the organization’s profile to reflect the most current financial and other information available. The organization has completed the fields required by The Community Foundation and updated their profile in the last year. To see if the organization has received a competitive grant from The Community Foundation in the last five years, please go to the General Information Tab of the profile.

Address 37 Elm St
Ansonia, CT 06401
Primary Phone 203 735-1908
Contact Email info@derbyhistorical.org
CEO/Executive Director Paula Julia Norton
Board Chair John D Poole
Board Chair Company Affiliation Oracle

 

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