Civic Intelligence

Hill-Stead Museum Board of Governors Inc

EIN 06-1349061 • 501(c)3 • Farmington, CT

Profile

To support and to provide advice and assistance to the trustees of the hill-stead museum, a national historic landmark and public charity which preserves, displays and interprets the 1901 colonial home, property, and fine art collections of theodate pope riddle, for the enrichment, enlightenment, and education of the general public.

35 Mountain RoadFarmington, CT 06032-2304

www.hillstead.org

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 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

84th percentile

$158,239

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 322.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

17%

Faster revenue growth than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,178,383

Up $114,221 (+11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,178,383

Up $114,221 (+11%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin100th percentile

Revenue

Up

$49,137

Up $7,007 (+17%) from 2023

Expenses

Flat

$0

Flat from 2023

Net Income

Up

$49,137

Up $7,007 (+17%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$1.5M$1.0M$500K$0Assets 2009: $563,388Liabilities 2009: $0Net Assets 2009: $563,3882009Assets 2010: $667,052Liabilities 2010: $0Net Assets 2010: $667,0522010Assets 2011: $614,231Liabilities 2011: $0Net Assets 2011: $614,2312011Assets 2012: $668,679Liabilities 2012: $0Net Assets 2012: $668,6792012Assets 2013: $715,268Liabilities 2013: $0Net Assets 2013: $715,2682013Assets 2014: $688,541Liabilities 2014: $0Net Assets 2014: $688,5412014Assets 2015: $640,218Liabilities 2015: $0Net Assets 2015: $640,2182015Assets 2017: $633,867Liabilities 2017: $0Net Assets 2017: $633,8672017Assets 2018: $703,875Liabilities 2018: $0Net Assets 2018: $703,8752018Assets 2019: $703,388Liabilities 2019: $0Net Assets 2019: $703,3882019Assets 2020: $771,066Liabilities 2020: $0Net Assets 2020: $771,0662020Assets 2021: $1,108,662Liabilities 2021: $0Net Assets 2021: $1,108,6622021Assets 2022: $934,421Liabilities 2022: $0Net Assets 2022: $934,4212022Assets 2023: $1,064,162Liabilities 2023: $0Net Assets 2023: $1,064,1622023Assets 2024: $1,178,383Liabilities 2024: $0Net Assets 2024: $1,178,3832024

Highlighted filing

2024

Assets$1,178,383
Liabilities$0
Net Assets$1,178,383
Open 2024 Filing

Operations Trend

Revenue Growth64th percentile

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

$200K$0-$200K-$400KRevenue 2009: -$282,531Expenses 2009: $60,935Net Income 2009: -$343,4662009Revenue 2010: $18,139Expenses 2010: $18,827Net Income 2010: -$6882010Revenue 2011: $73,525Expenses 2011: $35,668Net Income 2011: $37,8572011Revenue 2012: $96,397Expenses 2012: $32,411Net Income 2012: $63,9862012Revenue 2013: $40,657Expenses 2013: $34,218Net Income 2013: $6,4392013Revenue 2014: $58,246Expenses 2014: $45,619Net Income 2014: $12,6272014Revenue 2015: $17,142Expenses 2015: $41,367Net Income 2015: -$24,2252015Revenue 2017: $10,793Expenses 2017: $35,616Net Income 2017: -$24,8232017Revenue 2018: $23,655Expenses 2018: $34,848Net Income 2018: -$11,1932018Revenue 2019: $18,023Expenses 2019: $35,076Net Income 2019: -$17,0532019Revenue 2020: $16,549Expenses 2020: $35,544Net Income 2020: -$18,9952020Revenue 2021: $80,914Expenses 2021: $144,841Net Income 2021: -$63,9272021Revenue 2022: $47,358Expenses 2022: $0Net Income 2022: $47,3582022Revenue 2023: $42,130Expenses 2023: $0Net Income 2023: $42,1302023Revenue 2024: $49,137Expenses 2024: $0Net Income 2024: $49,1372024

Highlighted filing

2024

Revenue$49,137
Expenses$0
Net Income$49,137
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,178,383
Liabilities
$0
Net assets
$1,178,383
Revenue
$49,137
Expenses
$0
Net income
$49,137
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.00$1.18$0.05$0.00$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.04$0.00$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.05$0.00$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.11$0.08$0.14$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.02$0.04$0.02
2019Summary only. Only limited summary data is available for this year.$0.70$0.00$0.70$0.02$0.04$0.02
2018Summary only. Only limited summary data is available for this year.$0.70$0.00$0.70$0.02$0.03$0.01
2017Summary only. Only limited summary data is available for this year.$0.63$0.00$0.63$0.01$0.04$0.02
2015Summary only. Only limited summary data is available for this year.$0.64$0.00$0.64$0.02$0.04$0.02
2014Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$0.06$0.05$0.01
2013Summary only. Only limited summary data is available for this year.$0.72$0.00$0.72$0.04$0.03$0.01
2012Summary only. Only limited summary data is available for this year.$0.67$0.00$0.67$0.10$0.03$0.06
2011Summary only. Only limited summary data is available for this year.$0.61$0.00$0.61$0.07$0.04$0.04
2010Summary only. Only limited summary data is available for this year.$0.67$0.00$0.67$0.02$0.02$0.00
2009Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$0.28$0.06$0.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 23, 2025
Return Version
2024v5.2
Gross Receipts
$267,606
Mission and Program Overview

Mission

To support and to provide advice and assistance to the trustees of the hill-stead museum, a national historic landmark and public charity which preserves, displays and interprets the 1901 colonial home, property, and fine art collections of theodate pope riddle, for the enrichment, enlightenment and education of the general public.

To support and to provide advice and assistance to the trustees of the hill-stead museum, a national historic landmark and public charity which preserves, displays and interprets the 1901 colonial home, property, and fine art collections of theodate pope riddle, for the enrichment, enlightenment, and education of the general public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,064,162$1,178,383▲ $114,221
Total Assets$1,064,162$1,178,383▲ $114,221
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,064,162$1,178,383▲ $114,221
Total Net Assets Fund Balance$1,064,162$1,178,383▲ $114,221
Total Liabilities and Net Assets / Fund Balance$1,064,162$1,178,383▲ $114,221

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,064,162-▲ $123,185-$1,178,383
2023$934,421-▲ $137,526-$1,064,162
2022$1,108,662-▼ $166,808-$934,421
2021$771,066-▲ $482,437$137,811$1,108,662
2020$703,388-▲ $103,222$30,272$771,066
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleOtherTotal
Daniel FlynnDirector of Finance$59,072$59,072

Board Members and Trustees

NameTitle
Kristen RenehanPresident
Mark SidesFirst Vice President
Lavell M L ThompsonSecond Vice President
James W FanelliBank Trustee
Nina Mayhall HayesColonial Dames Trustee
Dr Anna M SwinbourneExecutive Director & Trustee
Carol M EnglishGovernor
Chuck MuellerGovernor
Dr Anjanette Ferris SenatusGovernor
Evan S GoldsteinGovernor
George R Trumbull Iv PhdGovernor
Karen Cronin WheatGovernor
Katherine V SmithGovernor
Kimberley KerseyGovernor
MARIE C O'BRIENGovernor
Marcie SenerGovernor
Michael ShoffGovernor
Myles R BrownGovernor
Rafeena Bacchus LeeGovernor
Sonia EversGovernor
Susan ChandlerGovernor
WILLIAM O'REILLYGovernor
Caroline EdwardsInstitutional Historian
Stephen S MadsenInstitutional Historian
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$49,137
Other Revenue
$0
Change in Net Assets
$49,137
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$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
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“A copy of form 990 is presented to the board prior to filing.”

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

“Each year, hsm distributes its code of ethics and conflict of interest policy to trustees, governors, and employees. Individuals are requested to complete a questionnaire to help identify situations that could lead to a conflict of interest and to sign a statement that he/she has read and understands the organization's policy. Hsm's executive director reviews all returned forms and, with the assistance from the board president and committee on governors, takes the necessary steps to resolve identified conflicts of interest by any trustee, governor, or employee having transactions with the organization or participating in policy-making decisions for the organization.”

Form 990, Part VI, Section B, Line 15

“Form 990 part vi line 15a - compensation process for top official the process for reviewing the compensation for the executive director includes the following: 1)self-assessment of the executive director against performance goals 2) input from the trustees, board of governors and committee chairs, and 3) review of the compensation by the executive committee. After reviewing all data, the board president prepares and delivers a performance review and compensation package. Form 990, part vi, line 15b - compensation for officers and key employees other than the executive director, the museum's directors are not compensated, and there are no key employees as defined by the irs.”

Form 990, Part VI, Section C, Line 19

“The organization makes its form 990, governing documents, conflict of interest policy and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Hill-stead Museum Board of Governors Inc
EIN
06-1349061
Phone
8606774787
Address
35 MOUNTAIN ROAD, FARMINGTON, CT 06032-2304

Signing Officer

Name
Dr Anna M Swinbourne
Title
Executive Director/CEO
Phone
8606774787
Signed
2025-07-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Anna M Swinbourne
Formed
1992
Legal Domicile
Ct
Voting Board Members
24
Independent Board Members
23
Employees
0
Volunteers
0

Preparer

Firm
Whittlesey Pc
Address
280 TRUMBULL ST 24TH FL, HARTFORD, CT 06103
Preparer
Kimberly Napp
Phone
8605223111
Supplemental Narrative

Financial Statement Notes

PART III, LINE 1A:

“In keeping with standard museum practice, the organization's collection of real estate, architecture and art are not recognized as assets as these are held by the organization as a collection for preservation and public enrichment. The organization is precluded from selling or replacing items within the collection. Organization policy limits the use of proceeds from insurance solely for the restoration or repair of collection items.”

PART III, LINE 4:

“The organization holds works of art that are collectively referred to as a "teaching collection". These works are carried at no value in accordance with general museum standards, and are used for research and educational purposes.”

Raw XML AppendixShowing 400 of 551 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
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT AND TO PROVIDE ADVICE AND ASSISTANCE TO THE TRUSTEES OF THE HILL-STEAD MUSEUM, A NATIONAL HISTORIC LANDMARK AND PUBLIC CHARITY WHICH PRESERVES, DISPLAYS AND INTERPRETS THE 1901 COLONIAL HOME, PROPERTY, AND FINE ART COLLECTIONS OF THEODATE POPE RIDDLE, FOR THE ENRICHMENT, ENLIGHTENMENT, AND EDUCATION OF THE GENERAL PUBLIC.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
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IRS990/BooksInCareOfDetail/PhoneNum08606774787
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IRS990/BooksInCareOfDetail/USAddress/CityNm0FARMINGTON
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IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
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IRS990/DescribedInSection501c3Ind01
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IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
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IRS990/Form990PartVIISectionAGrp/PersonNm0DR ANNA M SWINBOURNE
IRS990/Form990PartVIISectionAGrp/PersonNm1NINA MAYHALL HAYES
IRS990/Form990PartVIISectionAGrp/PersonNm2CAROLINE EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm3STEPHEN S MADSEN
IRS990/Form990PartVIISectionAGrp/PersonNm4CHUCK MUELLER
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES W FANELLI
IRS990/Form990PartVIISectionAGrp/PersonNm6RAFEENA BACCHUS LEE
IRS990/Form990PartVIISectionAGrp/PersonNm7MYLES R BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm8SUSAN CHANDLER
IRS990/Form990PartVIISectionAGrp/PersonNm9CAROL M ENGLISH
IRS990/Form990PartVIISectionAGrp/PersonNm10DR ANJANETTE FERRIS SENATUS
IRS990/Form990PartVIISectionAGrp/PersonNm11EVAN S GOLDSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm12SONIA EVERS
IRS990/Form990PartVIISectionAGrp/PersonNm13KIMBERLEY KERSEY
IRS990/Form990PartVIISectionAGrp/PersonNm14MARIE C O'BRIEN
IRS990/Form990PartVIISectionAGrp/PersonNm15WILLIAM O'REILLY
IRS990/Form990PartVIISectionAGrp/PersonNm16MICHAEL SHOFF
IRS990/Form990PartVIISectionAGrp/PersonNm17GEORGE R TRUMBULL IV PHD
IRS990/Form990PartVIISectionAGrp/PersonNm18KATHERINE V SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm19MARCIE SENER
IRS990/Form990PartVIISectionAGrp/PersonNm20KAREN CRONIN WHEAT
IRS990/Form990PartVIISectionAGrp/PersonNm21DANIEL FLYNN
IRS990/Form990PartVIISectionAGrp/PersonNm22KRISTEN RENEHAN
IRS990/Form990PartVIISectionAGrp/PersonNm23MARK SIDES
IRS990/Form990PartVIISectionAGrp/PersonNm24LAVELL M L THOMPSON
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR & TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1COLONIAL DAMES TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2INSTITUTIONAL HISTORIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3INSTITUTIONAL HISTORIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5BANK TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt22PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt23FIRST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt24SECOND VICE PRESIDENT
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IRS990/MissionDesc0TO SUPPORT AND TO PROVIDE ADVICE AND ASSISTANCE TO THE TRUSTEES OF THE HILL-STEAD MUSEUM, A NATIONAL HISTORIC LANDMARK AND PUBLIC CHARITY WHICH PRESERVES, DISPLAYS AND INTERPRETS THE 1901 COLONIAL HOME, PROPERTY, AND FINE ART COLLECTIONS OF THEODATE POPE RIDDLE, FOR THE ENRICHMENT, ENLIGHTENMENT, AND EDUCATION OF THE GENERAL PUBLIC.
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