Civic Intelligence

Hartford Medical Society

EIN 06-0384010 • 501(c)3 • Litchfield, CT

Pub. 78 Eligible

Profile

Medical research and education

PO Box 854Litchfield, CT 06759
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

82nd percentile

33%

Higher net margin than 82% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

65th percentile

9.5%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

32nd percentile

-2.7%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,101,644

Up $95,137 (+9.5%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,101,644

Up $95,137 (+9.5%) from 2024

Revenue

Down

$194,983

Down $5,317 (-2.7%) from 2024

Expenses

Down

$131,153

Down $13,709 (-9.5%) from 2024

Net Income

Up

$63,830

Up $8,392 (+15%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $535,166Liabilities 2011: $0Net Assets 2011: $535,1662011Assets 2012: $520,073Liabilities 2012: $0Net Assets 2012: $520,0732012Assets 2013: $567,319Liabilities 2013: $0Net Assets 2013: $567,3192013Assets 2014: $660,070Liabilities 2014: $1,737Net Assets 2014: $658,3332014Assets 2015: $576,463Liabilities 2015: $1,142Net Assets 2015: $575,3212015Assets 2016: $651,550Liabilities 2016: $0Net Assets 2016: $651,5502016Assets 2017: $720,811Liabilities 2017: $0Net Assets 2017: $720,8112017Assets 2018: $778,038Liabilities 2018: $0Net Assets 2018: $778,0382018Assets 2019: $914,221Liabilities 2019: $0Net Assets 2019: $914,2212019Assets 2020: $1,048,155Liabilities 2020: $25,850Net Assets 2020: $1,022,3052020Assets 2021: $1,146,104Liabilities 2021: $25,984Net Assets 2021: $1,120,1202021Assets 2022: $988,962Liabilities 2022: $44,665Net Assets 2022: $944,2972022Assets 2023: $916,838Liabilities 2023: $5,100Net Assets 2023: $911,7382023Assets 2024: $1,006,507Liabilities 2024: $0Net Assets 2024: $1,006,5072024Assets 2025: $1,101,644Liabilities 2025: $0Net Assets 2025: $1,101,6442025

Highlighted filing

2025

Assets$1,101,644
Liabilities$0
Net Assets$1,101,644

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $95,955Expenses 2011: $64,503Net Income 2011: $31,4522011Revenue 2012: $84,710Expenses 2012: $99,803Net Income 2012: -$15,0932012Revenue 2013: $106,442Expenses 2013: $59,196Net Income 2013: $47,2462013Revenue 2014: $103,556Expenses 2014: $70,766Net Income 2014: $32,7902014Revenue 2015: $116,098Expenses 2015: $174,735Net Income 2015: -$58,6372015Revenue 2016: $118,291Expenses 2016: $62,856Net Income 2016: $55,4352016Revenue 2017: $87,491Expenses 2017: $60,785Net Income 2017: $26,7062017Revenue 2018: $115,827Expenses 2018: $64,274Net Income 2018: $51,5532018Revenue 2019: $127,609Expenses 2019: $57,396Net Income 2019: $70,2132019Revenue 2020: $121,880Expenses 2020: $100,574Net Income 2020: $21,3062020Revenue 2021: $142,584Expenses 2021: $100,971Net Income 2021: $41,6132021Revenue 2022: $161,477Expenses 2022: $214,184Net Income 2022: -$52,7072022Revenue 2023: $100,802Expenses 2023: $134,883Net Income 2023: -$34,0812023Revenue 2024: $200,300Expenses 2024: $144,862Net Income 2024: $55,4382024Revenue 2025: $194,983Expenses 2025: $131,153Net Income 2025: $63,8302025

Highlighted filing

2025

Revenue$194,983
Expenses$131,153
Net Income$63,830

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.19$0.13$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.20$0.14$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.01$0.91$0.10$0.13$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.04$0.94$0.16$0.21$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.03$1.12$0.14$0.10$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.03$1.02$0.12$0.10$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.13$0.06$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.12$0.06$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.09$0.06$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.12$0.06$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.12$0.17$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.10$0.07$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.00$0.57$0.11$0.06$0.05
2012Summary only. Only limited summary data is available for this year.$0.52$0.00$0.52$0.08$0.10$0.02
2011Summary only. Only limited summary data is available for this year.$0.54$0.00$0.54$0.10$0.06$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2024 to Nov 30, 2025
Signed
Feb 2, 2026
Return Version
2024v5.2
Gross Receipts
$311,028
Mission and Program Overview

Mission

Medical research and education

Medical research and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$950,297$1,013,861▲ $63,564
Cash and Non-Interest-Bearing Accounts$56,210$87,783▲ $31,573
Total Assets$1,006,507$1,101,644▲ $95,137
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,006,507$1,101,644▲ $95,137
Total Net Assets Fund Balance$1,006,507$1,101,644▲ $95,137
Total Liabilities and Net Assets / Fund Balance$1,006,507$1,101,644▲ $95,137

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$19,500$19,500
Other Securities$1,013,861--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$144,900
Program Service Revenue
$12,055
Investment Income
$38,028
Other Revenue
$0
All Other Contributions
$135,700
Change in Net Assets
$63,830
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$131,153
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$49,000-$49,000
Conferences and Meetings$30,923--$30,923
Fees for Service Investment Mgmnt Fees-$5,771-$5,771
Other Expenses$36,000$4,470-$4,470
Office Expenses-$2,144-$2,144
Fees for Services Accounting-$950-$950
Insurance-$931-$931
Total Functional Expenses$66,923$64,230$0$131,153
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The Treasurer reviews Form 990 befoire it is submitted to the IRS.

Form 990, Part VI, Section C, Line 18

The Organization has Form 990 available available for public inspection upon request.

Form 990, Part VI, Section A, Line 6

The Organization consists of elected Officers and Trustees.

Form 990, Part VI, Section A, Line 7A

The Officers and Trustees elect the governing body.

Form 990, Part VI, Section A, Line 7B

Decisions of the governing body must be approved by the Trustees.

Filing and Contact Details

Filer

Filer Name
Hartford Medical Society
EIN
06-0384010
Address
PO BOX 854, LITCHFIELD, CT 06759

Signing Officer

Name
Dr Rolf Knoll
Title
Treasurer
Signed
2026-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Rolf Knoll
Formed
1946
Legal Domicile
Ct
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Michael J Berryman CPA
Address
PO Box 780405, Sebastian, FL 32978
Preparer
Michael J Berryman
Phone
8604676407
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IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt030923
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt012055
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt084786
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0101692
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0144862
IRS990/PYProgramServiceRevenueAmt013822
IRS990/PYRevenuesLessExpensesAmt055438
IRS990/PYTotalExpensesAmt0144862
IRS990/PYTotalRevenueAmt0200300
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt063830
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0144900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt084786
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt062069
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0114634
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt088379
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0494768
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt040412
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt031606
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt038733
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt046843
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt054205
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0211799
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70020
IRS990ScheduleA/PublicSupportPY170Pct00.58350
IRS990ScheduleA/PublicSupportTotal170Amt0494768
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0144900
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt084786
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt062069
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0114634
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt088379
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0494768
IRS990ScheduleA/TotalSupportAmt0706567
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt019500
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt019500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01013861
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/OtherSecuritiesGrp/Desc2PERSHING
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueSecuritiesAmt01013861
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Treasurer reviews Form 990 befoire it is submitted to the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Organization has Form 990 available available for public inspection upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organization consists of elected Officers and Trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Officers and Trustees elect the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Decisions of the governing body must be approved by the Trustees.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section A, Line 7b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01006507
IRS990/TotalAssetsEOYAmt01101644
IRS990/TotalAssetsGrp/BOYAmt01006507
IRS990/TotalAssetsGrp/EOYAmt01101644
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0144900
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt064230
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt066923
IRS990/TotalFunctionalExpensesGrp/TotalAmt0131153
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01006507
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01101644
IRS990/TotalProgramServiceExpensesAmt066923
IRS990/TotalProgramServiceRevenueAmt012055
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0194983
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01006507
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01101644
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt096 PHEASANT HILL DRIVE
IRS990/USAddress/CityNm0WEST HARTFORD
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006107
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DR ROLF KNOLL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARTFORD MEDICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0HART
ReturnHeader/Filer/EIN0060384010
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 854
ReturnHeader/Filer/USAddress/CityNm0LITCHFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006759
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michael J Berryman CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 780405
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sebastian
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032978
ReturnHeader/PreparerPersonGrp/PhoneNum08604676407
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael J Berryman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-02-02T08:56:54-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-12-01
ReturnHeader/TaxPeriodEndDt02025-11-30
ReturnHeader/TaxYr02024

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