Civic Intelligence

Stonington Historical Society Inc

990 • Fiscal year 2013 • EIN 06-0966415

Jan 01, 2013 to Dec 31, 2013 • Filed on May 19, 2014

Organization ProfileWWW.STONINGTONHISTORY.ORG
40 Palmer St - PO Box 103Stonington, CT 06378-1014

(860) 535-8445

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

27th percentile

0.02x

Higher debt load relative to revenue than 27% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

56th percentile

4.1%

Faster asset growth than 56% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$2,658,079

Up $104,018 (+4.1%) from 2012

Net Assets

Up

$2,646,001

Up $114,981 (+4.5%) from 2012

Liabilities

Down

$12,078

Down $10,963 (-48%) from 2012

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin83rd percentile

Revenue

$507,205

No earlier filing loaded for comparison.

Expenses

Down

$358,381

Down $29,582 (-7.6%) from 2012

Net Income

$148,824

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,509,634Liabilities 2010: $20,590Net Assets 2010: $2,489,0442010Assets 2011: $2,456,856Liabilities 2011: $17,643Net Assets 2011: $2,439,2132011Assets 2012: $2,554,061Liabilities 2012: $23,041Net Assets 2012: $2,531,0202012Assets 2013: $2,658,079Liabilities 2013: $12,078Net Assets 2013: $2,646,0012013Assets 2014: $2,666,064Liabilities 2014: $9,847Net Assets 2014: $2,656,2172014Assets 2015: $2,613,250Liabilities 2015: $12,958Net Assets 2015: $2,600,2922015Assets 2016: $2,607,015Liabilities 2016: $7,406Net Assets 2016: $2,599,6092016Assets 2017: $2,693,693Liabilities 2017: $25,545Net Assets 2017: $2,668,1482017Assets 2018: $2,865,835Liabilities 2018: $21,744Net Assets 2018: $2,844,0912018Assets 2019: $3,847,216Liabilities 2019: $19,636Net Assets 2019: $3,827,5802019Assets 2020: $4,156,951Liabilities 2020: $275,275Net Assets 2020: $3,881,6762020Assets 2021: $4,695,601Liabilities 2021: $219,232Net Assets 2021: $4,476,3692021Assets 2022: $4,370,890Liabilities 2022: $36,474Net Assets 2022: $4,334,4162022Assets 2023: $4,299,186Liabilities 2023: $29,758Net Assets 2023: $4,269,4282023

Highlighted filing

2013

Assets$2,658,079
Liabilities$12,078
Net Assets$2,646,001
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $343,1942010Expenses 2011: $356,3882011Expenses 2012: $387,9632012Revenue 2013: $507,205Expenses 2013: $358,381Net Income 2013: $148,8242013Revenue 2014: $331,590Expenses 2014: $388,721Net Income 2014: -$57,1312014Revenue 2015: $300,654Expenses 2015: $339,677Net Income 2015: -$39,0232015Revenue 2016: $291,107Expenses 2016: $331,826Net Income 2016: -$40,7192016Revenue 2017: $493,477Expenses 2017: $411,078Net Income 2017: $82,3992017Revenue 2018: $707,481Expenses 2018: $445,957Net Income 2018: $261,5242018Revenue 2019: $1,221,130Expenses 2019: $397,441Net Income 2019: $823,6892019Revenue 2020: $500,496Expenses 2020: $424,757Net Income 2020: $75,7392020Revenue 2021: $1,056,765Expenses 2021: $580,095Net Income 2021: $476,6702021Revenue 2022: $637,271Expenses 2022: $663,247Net Income 2022: -$25,9762022Revenue 2023: $701,865Expenses 2023: $685,635Net Income 2023: $16,2302023

Highlighted filing

2013

Revenue$507,205
Expenses$358,381
Net Income$148,824
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 19, 2014
Return Version
2013v3.1
Gross Receipts
$811,501
Mission and Program Overview

Mission

To preserve, interpret and celebrate the history of all of stonington. The society maintains three sites open to the public: the old lighthouse museum, the captain nathaniel b. Palmer house, and the woolworth library.

The society was founded in 1895 to advance public knowledge of and interest in the history of the town of stonington. The society maintains three sites open to the public: the old lighthouse museum, the captain nathaniel b. Palmer house, and the woolworth library. The society also publishes educational and historical materials.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,598,646$1,545,791▼ $52,855
Investments in Publicly Traded Securities$812,828$946,573▲ $133,745
Inventories for Sale or Use$61,106$73,074▲ $11,968
Cash and Non-Interest-Bearing Accounts$66,972$38,907▼ $28,065
Prepaid Expenses and Deferred Charges$14,164$10,549▼ $3,615
Savings and Temporary Cash Investments$345$346▲ $1
Total Assets$2,554,061$2,658,079▲ $104,018
Other Assets Total-$42,839-
Liabilities
Deferred Revenue$5,464$5,509▲ $45
Accounts Payable and Accrued Expenses$15,977$4,969▼ $11,008
Other Liabilities$1,600$1,600→ $0
Total Liabilities$23,041$12,078▼ $10,963
Net Assets / Fund Balance
Unrestricted Net Assets$2,459,311$2,479,839▲ $20,528
Temporarily Rstr Net Assets$71,709$166,162▲ $94,453
Total Net Assets Fund Balance$2,531,020$2,646,001▲ $114,981
Total Liabilities and Net Assets / Fund Balance$2,554,061$2,658,079▲ $104,018

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$956,978$963,579$1,920,557
Land$565,349-$565,349
Equipment$23,464$130,019$153,483

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$788,001-▲ $78,631$51,944$814,688
2012$671,674$49,998▲ $66,329-$788,001
2011$721,279-▲ $6,643$56,248$671,674
2010$697,214-▲ $52,174$28,028$721,279
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Henry R Palmer IiiPresident
Alex FusinaDirector
Anne ConnertonDirector
Cheryl DanisDirector
David ErskineDirector
Elizabeth HopkinsDirector
Evelynn LyonsDirector
Frances AshleyDirector
Janis MinkDirector
Joan RowleyDirector
John R FixDirector
Marsha StandishDirector
Meg LyonsDirector
Meredith M BrownDirector
Tim DesmondDirector
Wiliam GriffithDirector
Curtis LynchASS'T TREASU
Richard ColeSecretary
Robert MontgomeryTreasurer
Robert SimmonsVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$294,542
Program Service Revenue
$38,525
Investment Income
$97,859
Other Revenue
$76,279
All Other Contributions
$202,149
Change in Net Assets
$148,824

Audited Revenue Reconciliation

Revenue per Audited Statements
$499,456
Revenue Not Reported on Financial Statements
$7,749
Revenue Not Reported on Form 990
$4,260
Total Revenue per Audited Statements
$503,716
Total Revenue per Form 990
$507,205
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$183,604
Salaries, Compensation, and Employee Benefits$174,777
Total Fundraising Expense$56,871
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$58,589$61,853$36,906$157,348
Occupancy$47,653$1,799$85$49,537
Depreciation Depletion$45,238--$45,238
Insurance-$26,041-$26,041
Office Expenses$7,015$3,933$7,148$18,096
Payroll Taxes$4,706$4,718$2,600$12,024
All Other Expenses$5,332$4,374-$9,706
Fees for Service Investment Mgmnt Fees-$7,749-$7,749
Fees for Services Accounting-$5,500-$5,500
Other Employee Benefits-$5,405-$5,405
Other Expenses$3,533$2,544$310$3,533
Advertising-$305$2,335$2,640
Total Functional Expenses$175,157$126,353$56,871$358,381

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$388,735
Total Expenses per Form 990$358,381
Expenses per Audited Statements$350,632
Expenses Not Reported on Form 990$38,103
Expenses Not Reported on Financial Statements$7,749
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$55,125
Fundraising Direct Expenses$51,767
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$117,669$55,125$51,767$3,358
Total Events$117,669$55,125$51,767$3,358
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$1,600
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, Page 6, Part VI, Line 6

“The society is a non-stock non-profit organization made up of members. The members are responsible for electing the members of the board of directors.”

Form 990, Page 6, Part VI, Line 7A

“At the annual meeting members elect directors to succeed those whose term is expiring or to fill any vacancies.”

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

“A draft of the 990 is given to the finance committee for review and approval. The 990 is then presented to the full board for their review.”

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

“This is done through board discussions and review of financial data at monthly board meetings. In addition, each board member is required to sign annually, a statement in a prescribed form as to his or her compliance with the society's conflict policies and procedures.”

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

“The board of directors reviews the compensation annually and makes any changes as necessary.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

EIN
06-0966415
Phone
8605358445

Signing Officer

Name
Robert Montgomery
Title
Treasurer
Phone
8605358445
Signed
2014-05-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Montgomery
Formed
1895
Legal Domicile
Ct
Voting Board Members
20
Independent Board Members
20
Employees
13
Volunteers
50

Preparer

Preparer
Paul R Filippetti
Phone
8605363287
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The society was founded in 1895 to advance public knowledge of and interest in the history of the town of stonington. The society maintains three sites open to the public: the old lighthouse museum, the captain nathaniel b. Palmer house, and the woolworth library. The society also publishes educational and historical materials.”

Form 990, Part XI, Line 9

“Cost of goods sold 14,018 loss on disposal-fixed assets 24,085 cost of goods sold -14,018 loss on disposal-fixed assets -24,085”

Financial Statement Notes

Schedule D, Page 1, Part III, Line 1A

“The organization's collection of antiques, paintings and artifacts has not been capitalized. Costs of collection items purchased are presented as a decrease in the appropriate net asset category and proceeds from the sale of collection items and insurance recovery are presented as an increase in the appropriate net asset category.”

Schedule D, Page 2, Part III, Line 4

“The organization has a collection of antiques, paintings and artifacts which are held for public exhibition, education, and research. The collections are protected, kept unencumbered, cared for, and preserved at the old light house, the palmer house, and the woolworth library in stonington.”

Schedule D, Page 3, Part X

“The internal revenue service has determined that the organization is exempt from federal income taxes on exempt function income as a public charity under section 501(c)(3) of the internal revenue code. Consequently, no provision for income taxes has been made in the accompanying financial statements. The organization did not recognize any liability for uncertain tax positions as defined by accounting principles generally accepted in the united states of america.”

Schedule D, Page 4, Part XI, Line 2D

“Cost of goods sold 14,018 loss on disposal-fixed assets 24,085”

Schedule D, Page 4, Part XII, Line 2D

“Cost of goods sold 14,018 loss on disposal-fixed assets 24,085”

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

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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt16TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18VICE PRESIDE
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Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,658,079
Liabilities
$12,078
Net assets
$2,646,001
Revenue
$507,205
Expenses
$358,381
Net income
$148,824
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.30$0.03$4.27$0.70$0.69$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.37$0.04$4.33$0.64$0.66$0.03
2021Detailed filing. Detailed filing data is available for this year.$4.70$0.22$4.48$1.06$0.58$0.48
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.16$0.28$3.88$0.50$0.42$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.85$0.02$3.83$1.22$0.40$0.82
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.02$2.84$0.71$0.45$0.26
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.69$0.03$2.67$0.49$0.41$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.61$0.01$2.60$0.29$0.33$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.61$0.01$2.60$0.30$0.34$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.67$0.01$2.66$0.33$0.39$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.66$0.01$2.65$0.51$0.36$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.55$0.02$2.53$0.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$0.02$2.44$0.36
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.02$2.49$0.34