Civic Intelligence

New Haven Colony Historical Society

EIN 06-0646762 • 501(c)3 • New Haven, CT

Profile

The primary mission is to provide lectures, library facilities, museum tours, and adult, children and school programs connected with the art, science and history of connecticut, and specifically the new haven area.

114 Whitney AveNew Haven, CT 06510

www.newhavenmuseum.org

Siviq Scores

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

Liabilities / Assets

20th percentile

0.02x

Higher debt load relative to assets than 20% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.15x

Higher debt load relative to revenue than 40% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

28th percentile

$124,383

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

60th percentile

7.3%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

0.2%

Faster revenue growth than 34% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$14,201,495

Up $965,195 (+7.3%) from 2023

Liabilities

Up

$242,438

Up $163,763 (+208%) from 2023

Net Assets

Up

$13,959,057

Up $801,432 (+6.1%) from 2023

Revenue

Up

$1,646,328

Up $2,774 (+0.2%) from 2023

Expenses

Up

$1,369,506

Up $61,108 (+4.7%) from 2023

Net Income

Down

$276,822

Down $58,334 (-17%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $9,577,308Liabilities 2011: $29,904Net Assets 2011: $9,547,4042011Assets 2012: $8,050,026Liabilities 2012: $32,836Net Assets 2012: $8,017,1902012Assets 2013: $8,612,273Liabilities 2013: $54,822Net Assets 2013: $8,557,4512013Assets 2014: $9,685,879Liabilities 2014: $41,563Net Assets 2014: $9,644,3162014Assets 2015: $10,102,832Liabilities 2015: $49,856Net Assets 2015: $10,052,9762015Assets 2016: $9,816,914Liabilities 2016: $36,097Net Assets 2016: $9,780,8172016Assets 2017: $10,593,594Liabilities 2017: $36,122Net Assets 2017: $10,557,4722017Assets 2018: $10,806,571Liabilities 2018: $72,721Net Assets 2018: $10,733,8502018Assets 2019: $10,741,811Liabilities 2019: $47,713Net Assets 2019: $10,694,0982019Assets 2020: $10,761,822Liabilities 2020: $50,877Net Assets 2020: $10,710,9452020Assets 2021: $13,027,114Liabilities 2021: $31,585Net Assets 2021: $12,995,5292021Assets 2022: $12,188,747Liabilities 2022: $30,655Net Assets 2022: $12,158,0922022Assets 2023: $13,236,300Liabilities 2023: $78,675Net Assets 2023: $13,157,6252023Assets 2024: $14,201,495Liabilities 2024: $242,438Net Assets 2024: $13,959,0572024

Highlighted filing

2024

Assets$14,201,495
Liabilities$242,438
Net Assets$13,959,057

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $611,370Expenses 2011: $651,364Net Income 2011: -$39,9942011Revenue 2012: $456,653Expenses 2012: $812,574Net Income 2012: -$355,9212012Revenue 2013: $862,898Expenses 2013: $826,186Net Income 2013: $36,7122013Revenue 2014: $1,083,135Expenses 2014: $891,866Net Income 2014: $191,2692014Revenue 2015: $1,441,335Expenses 2015: $923,281Net Income 2015: $518,0542015Revenue 2016: $1,961,782Expenses 2016: $950,153Net Income 2016: $1,011,6292016Revenue 2017: $1,081,574Expenses 2017: $1,015,332Net Income 2017: $66,2422017Revenue 2018: $1,083,948Expenses 2018: $1,053,448Net Income 2018: $30,5002018Revenue 2019: $997,867Expenses 2019: $1,011,945Net Income 2019: -$14,0782019Revenue 2020: $976,875Expenses 2020: $1,045,853Net Income 2020: -$68,9782020Revenue 2021: $1,374,823Expenses 2021: $1,122,904Net Income 2021: $251,9192021Revenue 2022: $1,864,710Expenses 2022: $1,170,774Net Income 2022: $693,9362022Revenue 2023: $1,643,554Expenses 2023: $1,308,398Net Income 2023: $335,1562023Revenue 2024: $1,646,328Expenses 2024: $1,369,506Net Income 2024: $276,8222024

Highlighted filing

2024

Revenue$1,646,328
Expenses$1,369,506
Net Income$276,822

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$0.24$14.0$1.65$1.37$0.28
2023Detailed filing. Detailed filing data is available for this year.$13.2$0.08$13.2$1.64$1.31$0.34
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$12.2$0.03$12.2$1.86$1.17$0.69
2021Detailed filing. Detailed filing data is available for this year.$13.0$0.03$13.0$1.37$1.12$0.25
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$0.05$10.7$0.98$1.05$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.05$10.7$1.00$1.01$0.01
2018Summary only. Only limited summary data is available for this year.$10.8$0.07$10.7$1.08$1.05$0.03
2017Summary only. Only limited summary data is available for this year.$10.6$0.04$10.6$1.08$1.02$0.07
2016Summary only. Only limited summary data is available for this year.$9.82$0.04$9.78$1.96$0.95$1.01
2015Summary only. Only limited summary data is available for this year.$10.1$0.05$10.1$1.44$0.92$0.52
2014Summary only. Only limited summary data is available for this year.$9.69$0.04$9.64$1.08$0.89$0.19
2013Summary only. Only limited summary data is available for this year.$8.61$0.05$8.56$0.86$0.83$0.04
2012Summary only. Only limited summary data is available for this year.$8.05$0.03$8.02$0.46$0.81$0.36
2011Summary only. Only limited summary data is available for this year.$9.58$0.03$9.55$0.61$0.65$0.04
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 14, 2024
Return Version
2022v5.0
Gross Receipts
$1,645,845
Mission and Program Overview

Mission

The primary mission is to provide lectures, library facilities, museum tours, and adult, children and school programs connected with the art, science and history of connecticut, and specifically the new haven area.

Operation of museum and library regarding new haven, connecticut

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$7,413,243$7,711,196▲ $297,953
Savings and Temporary Cash Investments$1,278,086$1,348,657▲ $70,571
Cash and Non-Interest-Bearing Accounts$596,009$1,244,343▲ $648,334
Pledges and Grants Receivable$967,467$973,114▲ $5,647
Land, Buildings, and Equipment, Net$396,612$388,295▼ $8,317
Prepaid Expenses and Deferred Charges$32,153$37,126▲ $4,973
Inventories for Sale or Use$5,070$3,599▼ $1,471
Accounts Receivable$550$2,305▲ $1,755
Total Assets$12,188,747$13,236,300▲ $1,047,553
Other Assets Total$1,499,557$1,527,665▲ $28,108
Liabilities
Accounts Payable and Accrued Expenses$30,655$78,675▲ $48,020
Total Liabilities$30,655$78,675▲ $48,020
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,024,762$9,920,207▲ $895,445
Net Assets With Donor Restrictions$3,133,330$3,237,418▲ $104,088
Total Net Assets Fund Balance$12,158,092$13,157,625▲ $999,533
Total Liabilities and Net Assets / Fund Balance$12,188,747$13,236,300▲ $1,047,553

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$284,909$1,436,800$1,721,709
Equipment$44,703$124,118$168,821
Leasehold Improvements$25,393$38,464$63,857
Land$33,290-$33,290
Other Assets Org$1,527,665--
Other Securities$7,711,196--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$8,912,799-▲ $830,623$384,270$9,238,862
2021$10,600,694-▼ $1,215,914$371,431$8,912,799
2020$8,585,943-▲ $2,514,473$365,931$10,600,694
2019$8,718,099-▲ $318,790$366,560$8,585,943
2018$9,086,737-▲ $207,933$502,288$8,718,099
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaret Anne TockarshewskyExecutive DirectorFT$96,167$22,504$118,671

Board Members and Trustees

NameTitle
Katharine Mace LearnedPresident
Frederick J Johnson1st Vice President
Constance Shields2nd Vice President
Alden FerroDirector
Basie GitlinDirector
Brandon WarnerDirector
Charles L GranquistDirector
Christina WoodfordDirector
Erin McavoyDirector
Francis Jay BroderickDirector
Leland Rs TorrenceDirector
Matt SmithDirector
Patricia ScusselDirector
Peter ClementDirector
Troy PaddockAssistant Secretary
Jack HeflinAssistant Treasurer
Susan WeisselbergSecretary
Brian ConatserTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,354,370
Program Service Revenue
$33,253
Investment Income
$130
Other Revenue
$255,801
All Other Contributions
$1,354,370
Change in Net Assets
$335,156

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,643,554
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$664,373
Total Revenue per Audited Statements
$2,307,927
Total Revenue per Form 990
$1,643,554
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$726,471
Salaries, Compensation, and Employee Benefits$581,927
Total Fundraising Expense$45,367
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$296,677$67,005$12,549$376,231
Fees for Services Other$130,677$119,800-$250,477
Occupancy$174,650$13,719$3,430$191,799
Fees for Service Investment Mgmnt Fees-$120,290-$120,290
Current Officers, Directors, Trustees, and Key Employees$74,113$21,175$10,587$105,875
Other Employee Benefits$26,470$17,627$3,974$48,071
Insurance$36,353$5,892$846$43,091
Payroll Taxes$29,306$6,970$1,829$38,105
All Other Expenses$11,713$17,947$2,344$32,004
Depreciation Depletion$18,017$1,600$400$20,017
Pension Plan Contributions$9,971$3,241$433$13,645
Advertising$6,245$6,106-$12,351
Other Expenses$7,712$1,835$479$10,026
Travel$966$2,159-$3,125
Total Functional Expenses$857,028$406,003$45,367$1,308,398

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,308,398
Total Expenses per Audited Statements$1,308,398
Total Expenses per Form 990$1,308,398
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 is provided to the organization's governing body (finance committee) for review before signing and filing.

Form 990, Part VI, Section B, Line 12C

The individual directors at least annually list any possible conflicts of interest in a signed statement which is reviewed by the board of directors.

Form 990, Part VI, Section B, Line 15A

The compensation of the executive director is reviewed and approved by the board of directors. The executive committee determines compensation by reviewing comparable data. The amount of compensation is then approved by the board of directors.

Form 990, Part VI, Section C, Line 18

The organization makes its form 1023 and 990 available to the general public upon written request. Form 990 is also available online through the guidestar website soon after filing with the irs.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon written request.

Filing and Contact Details

Filer

Filer Name
New Haven Colony Historical Society
EIN
06-0646762
Phone
2035624183
Address
114 WHITNEY AVE, NEW HAVEN, CT 06510

Signing Officer

Name
Brian Conatser
Title
Treasurer
Phone
2035624183
Signed
2024-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Conatser
Formed
1862
Legal Domicile
Ct
Voting Board Members
18
Independent Board Members
18
Employees
15
Volunteers
20

Preparer

Firm
Donald L Perlroth & Co Cpas
Address
250 STATE STREET C-1, NORTH HAVEN, CT 06473-2161
Preparer
John D Gordon CPA
Phone
2032810522
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Professional and consulting: program service expenses 130,677. Management and general expenses 119,800. Fundraising expenses 0. Total expenses 250,477.

FORM 990, PART XI, LINE 9:

ROUNDING 4.

FORM 990, PART XII, LINE 2C, OVERSIGHT OF AUDIT AND SELECTION PROCESS:

The organization has a committee that oversees the audit of its financial statements and that selects an independent accountant. There has been no change in this process from the previous year.

Financial Statement Notes

PART III, LINE 1A:

In accordance with the provisions of financial accounting standards codification 958, the society does not capitalize donated items to its collection or recognize them as revenues or gains. The provisions state that such donations need not be recognized if they are added to collections that are held for public exhibition, education, or research in furtherance of public service rather than financial gain; are protected, kept unencumbered, cared for, and preserved; and are subject to a policy that requires the proceeds from sales of collection items to be used to acquire other items for collections.

PART III, LINE 4:

The organization maintains within its building a library containing books and other literary material for reading, study and reference. The organization also maintains within its building a museum containing interesting objects connected with art, science and history of connecticut and specifically the new haven area. These areas are available to the public for viewing and/or research.

PART V, LINE 4:

Held for future purchases for organization's library and museum and for repairs and maintenance of facility.

PART X, LINE 2:

The society is a non-stock, not-for-profit corporation, exempt from income tax under section 501(c)(3) of the internal revenue code, and contributions to it are tax deductible within the limitations prescribed by the code. Each year, the society evaluates its tax positions. As of june 30, 2023, the society determined it has no uncertainties regarding income taxes. The society is no longer subject to examination by the internal revenue service for years prior to the year ended june 30, 2020.

Raw XML AppendixShowing 400 of 624 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt030655
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IRS990/AccountsReceivableGrp/BOYAmt0550
IRS990/AccountsReceivableGrp/EOYAmt02305
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0OPERATION OF MUSEUM AND LIBRARY REGARDING NEW HAVEN, CONNECTICUT
IRS990/AdvertisingGrp/ManagementAndGeneralAmt06106
IRS990/AdvertisingGrp/ProgramServicesAmt06245
IRS990/AdvertisingGrp/TotalAmt012351
IRS990/AllOtherContributionsAmt01354370
IRS990/AllOtherExpensesGrp/FundraisingAmt02344
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IRS990/AllOtherExpensesGrp/TotalAmt032004
IRS990/AnnualDisclosureCoveredPrsnInd01
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARGARET ANNE TOCKARSHEWSKY EXECUTIVE DIRECTOR
IRS990/BooksInCareOfDetail/PhoneNum02035624183
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0114 WHITNEY AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW HAVEN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
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IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYTotalExpensesAmt01308398
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IRS990/Desc0MUSEUM ACTIVITIES - THE SOCIETY OPERATES AN AREA WITHIN ITS BUILDING AS A MUSEUM CONTAINING INTERESTING OBJECTS CONNECTED WITH ART, SCIENCE AND HISTORY OF CONNECTICUT AND SPECIFICALLY THE NEW HAVEN AREA. THE MUSEUM IS OPEN TO THE GENERAL PUBLIC AND SCHOOL GROUPS THROUGHOUT THE YEAR. THE PHOTOGRAPHIC ARCHIVE DEPARTMENT PROVIDES RIGHTS TO AND REPRODUCTIONS OF IMAGES WORLDWIDE FOR PUBLICATION AND DISPLAY FROM THE THOUSANDS OF IMAGES DATING BACK TO THE 1840S IN THE COLLECTION.
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IRS990/ProgSrvcAccomActy3Grp/Desc0EDUCATION - THE SOCIETY PROVIDES A NUMBER OF ACTIVITIES SUCH AS LECTURES AND EDUCATIONAL TOURS OF ITS BUILDING. TEACHER GUIDES AND MUSEUM BROCHURES ARE PUBLISHED AS REFERENCE GUIDES TO ALL MUSEUM AND LIBRARY COLLECTIONS.
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