Civic Intelligence

Eli Whitney Museum Inc.

990 • Fiscal year 2017 • EIN 06-0952478

Sep 01, 2016 to Aug 31, 2017 • Filed on Nov 07, 2017

915 Whitney AvenueHamden, CT 06517

(203) 777-1833

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

33rd percentile

0.02x

Higher debt load relative to assets than 33% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.04x

Higher debt load relative to revenue than 35% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

23rd percentile

-7.6%

Higher net margin than 23% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

75th percentile

$115,140

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

31st percentile

-1.8%

Faster asset growth than 31% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

16th percentile

-15%

Faster revenue growth than 16% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2017

Assets

Down

$2,364,520

Down $89,138 (-3.6%) from 2015

Net Assets

Down

$2,310,674

Down $104,506 (-4.3%) from 2015

Liabilities

Up

$53,846

Up $15,368 (+40%) from 2015

Revenue

Down

$1,224,477

Down $478,420 (-28%) from 2015

Expenses

Down

$1,317,089

Down $382,391 (-23%) from 2015

Net Income

Down

-$92,612

Down $96,029 (-2810%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2012: $2,461,770Liabilities 2012: $5,679Net Assets 2012: $2,456,0912012Assets 2013: $2,416,558Liabilities 2013: $4,086Net Assets 2013: $2,412,4722013Assets 2014: $2,417,554Liabilities 2014: $5,791Net Assets 2014: $2,411,7632014Assets 2015: $2,453,658Liabilities 2015: $38,478Net Assets 2015: $2,415,1802015Assets 2017: $2,364,520Liabilities 2017: $53,846Net Assets 2017: $2,310,6742017Assets 2018: $2,390,486Liabilities 2018: $33,993Net Assets 2018: $2,356,4932018Assets 2019: $2,124,299Liabilities 2019: $4,427Net Assets 2019: $2,119,8722019Assets 2020: $2,099,566Liabilities 2020: $67,180Net Assets 2020: $2,032,3862020Assets 2021: $2,324,608Liabilities 2021: $216,270Net Assets 2021: $2,108,3382021Assets 2022: $2,182,493Liabilities 2022: $52,579Net Assets 2022: $2,129,9142022Assets 2023: $2,214,925Liabilities 2023: $37,999Net Assets 2023: $2,176,9262023Assets 2024: $2,141,502Liabilities 2024: $65,341Net Assets 2024: $2,076,1612024Assets 2025: $2,036,273Liabilities 2025: $75,801Net Assets 2025: $1,960,4722025

Highlighted filing

2017

Assets$2,364,520
Liabilities$53,846
Net Assets$2,310,674

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2012: $1,756,849Expenses 2012: $1,518,685Net Income 2012: $238,1642012Revenue 2013: $1,445,102Expenses 2013: $1,488,722Net Income 2013: -$43,6202013Revenue 2014: $1,683,366Expenses 2014: $1,684,075Net Income 2014: -$7092014Revenue 2015: $1,702,897Expenses 2015: $1,699,480Net Income 2015: $3,4172015Revenue 2017: $1,224,477Expenses 2017: $1,317,089Net Income 2017: -$92,6122017Revenue 2018: $1,346,042Expenses 2018: $1,300,223Net Income 2018: $45,8192018Revenue 2019: $1,216,627Expenses 2019: $1,453,248Net Income 2019: -$236,6212019Revenue 2020: $971,748Expenses 2020: $1,059,234Net Income 2020: -$87,4862020Revenue 2021: $1,053,032Expenses 2021: $977,080Net Income 2021: $75,9522021Revenue 2022: $1,308,847Expenses 2022: $1,287,271Net Income 2022: $21,5762022Revenue 2023: $1,524,613Expenses 2023: $1,477,601Net Income 2023: $47,0122023Revenue 2024: $1,488,938Expenses 2024: $1,589,703Net Income 2024: -$100,7652024Revenue 2025: $1,410,959Expenses 2025: $1,526,648Net Income 2025: -$115,6892025

Highlighted filing

2017

Revenue$1,224,477
Expenses$1,317,089
Net Income-$92,612
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Nov 7, 2017
Return Version
2016v3.1
Gross Receipts
$1,224,477
Mission and Program Overview

Mission

The eli whitney museum and workshop is an experimental learning workshop for students, teachers and families. We collect, interpert and teach experiences that are the root of design and intervention.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,061,822$1,960,902▼ $100,920
Cash and Non-Interest-Bearing Accounts$314,406$287,874▼ $26,532
Accounts Receivable$2,980$5,807▲ $2,827
Total Assets$2,492,582$2,364,520▼ $128,062
Other Assets Total$113,374$109,937▼ $3,437
Liabilities
Accounts Payable and Accrued Expenses$89,296$53,846▼ $35,450
Total Liabilities$89,296$53,846▼ $35,450
Net Assets / Fund Balance
Unrestricted Net Assets$2,295,278$2,202,666▼ $92,612
Permanently Rstr Net Assets$108,008$108,008→ $0
Total Net Assets Fund Balance$2,403,286$2,310,674▼ $92,612
Total Liabilities and Net Assets / Fund Balance$2,492,582$2,364,520▼ $128,062

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,632,043$1,024,151$2,656,194
Equipment$108,578$351,538$460,116
Land$220,281-$220,281
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
William F BrownExecutive DiFT$115,140$115,140
Sally D HillProgram DireFT$101,395$101,395

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$299,305
Program Service Revenue
$888,680
Investment Income
$192
Other Revenue
$36,300
All Other Contributions
$269,797
Change in Net Assets
$-92,612

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,224,477
Revenue Not Reported on Form 990
$51,992
Total Revenue per Audited Statements
$1,276,469
Total Revenue per Form 990
$1,224,477
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$659,965
Salaries, Compensation, and Employee Benefits$657,124
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$357,711$16,180-$373,891
Current Officers, Directors, Trustees, and Key Employees$216,535--$216,535
Depreciation Depletion$140,396$7,389-$147,785
Payroll Taxes$56,496$3,606-$60,102
Insurance$44,155$2,694-$46,849
Office Expenses$24,121$2,540-$26,661
Fees for Services Management$11,489$9,241-$20,730
Other Expenses$19,572$1,030-$20,602
All Other Expenses-$18,682-$18,682
Information Technology$10,730$388-$11,118
Pension Plan Contributions$6,200$396-$6,596
Travel$1,782$114-$1,896
Total Functional Expenses$1,253,568$63,521$0$1,317,089

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,369,081
Expenses per Audited Statements$1,317,089
Total Expenses per Form 990$1,317,089
Expenses Not Reported on Form 990$51,992
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
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
Yes
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, Page 6, Part VI, Line 2

Mr. Brown, director mrs. Hill, associate director married

Form 990, Page 6, Part VI, Line 9

Kathy cooke 272 canner street new haven, ct 06511 eric epstein 393 edgewood avenue new haven, ct 06511 alexander esdaile 453 edgewood avenue new haven, ct 06511 ray fair 233 everit street new haven, ct 06511 meghan knight 210 saint ronan street new haven, ct 06511 stephen latham 299 lawrence street new haven, ct 06511 david lewin 298 lawrence street new haven, ct 06511 jr logan 904 1/2 state street new haven, ct 06511 kerry lord 283 willow street new haven, ct 06511 alexandra mahler haug 697 orange street, apt 201 new haven, ct 06511 normand methot 81 north lake drive hamden, ct 06517 william frank mitchell 924 quinnipiac avenue new haven, ct 06513 zachary morowitz 23 temple court new haven, ct 06511 alan plattus 416 yale avenue new haven, ct 06515 mary schwab stone 224 saint ronan street new haven, ct 06511 daniel velazquez 58 george street east haven, ct 06512 anna ramirez 510 ellsworth avenue new haven, ct 06511 james whitney 125 linden street new haven, ct 06511 kiran zaman 123 peck hill road woodbridge, ct 06525

Form 990, Page 6, Part VI, Line 11B

A copy of the form 990 was provided to the organization before it was filed.

Form 990, Page 6, Part VI, Line 12C

BOARD OVERSIGHT.

Form 990, Page 6, Part VI, Line 15A

Salary is approved annually by the board of directors.

Form 990, Page 6, Part VI, Line 15B

Salary is approved annually by the board of directors.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Eli Whitney Museum Inc
EIN
06-0952478
Phone
2037771833
Address
915 WHITNEY AVENUE, HAMDEN, CT 06517

Signing Officer

Name
William F Brown
Title
Executive Director
Phone
2037771833
Signed
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William F Brown
Formed
1976
Legal Domicile
Ct
Voting Board Members
19
Independent Board Members
19
Employees
8

Preparer

Firm
Clermont & Associates LLC
Address
16 WATERBURY ROAD, PROSPECT, CT 06712
Preparer
David a Cappelletti
Phone
2037586658
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.08$1.96$1.41$1.53$0.12
2024Detailed filing. Detailed filing data is available for this year.$2.14$0.07$2.08$1.49$1.59$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.21$0.04$2.18$1.52$1.48$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.18$0.05$2.13$1.31$1.29$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.22$2.11$1.05$0.98$0.08
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.07$2.03$0.97$1.06$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.00$2.12$1.22$1.45$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.03$2.36$1.35$1.30$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.36$0.05$2.31$1.22$1.32$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.45$0.04$2.42$1.70$1.70$0.00
2014Summary only. Only limited summary data is available for this year.$2.42$0.01$2.41$1.68$1.68$0.00
2013Summary only. Only limited summary data is available for this year.$2.42$0.00$2.41$1.45$1.49$0.04
2012Summary only. Only limited summary data is available for this year.$2.46$0.01$2.46$1.76$1.52$0.24
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $1M-$5M nonprofits