Civic Intelligence

The Connecticut Historical Society Connecticut Museum of Culture & History

EIN 06-6026012 • 501(c)3 • Hartford, CT

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Profile

The mission of the CHS is to cultivate deep understanding of the history and culture of Connecticut, and its role in America and the world, through reflection of the past, active engagement with the present, and innovation for the future through our collections, research, educational programs, and exhibitions. The CHSs vision is to work with an inclusive audience to promote historical and cultural perspectives as essential tools to connect with others, shape communities, and make informed decisions.

One Elizabeth StreetHartford, CT 06105

www.chs.org

Siviq Scores

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

Liabilities / Assets

10th percentile

0.01x

Higher debt load relative to assets than 10% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.03x

Higher debt load relative to revenue than 10% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

41st percentile

$305,532

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

59th percentile

8.2%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

612%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$68,434,113

Up $5,196,478 (+8.2%) from 2023

Liabilities

Up

$520,584

Up $20,724 (+4.1%) from 2023

Net Assets

Up

$67,913,529

Up $5,175,754 (+8.2%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin93rd percentile

Revenue

Up

$16,086,615

Up $13,828,223 (+612%) from 2023

Expenses

Up

$5,750,716

Up $433,467 (+8.2%) from 2023

Net Income

Up

$10,335,899

Up $13,394,756 (+438%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$80M$60M$40M$20M$0Assets 2011: $41,112,056Liabilities 2011: $1,783,722Net Assets 2011: $39,328,3342011Assets 2012: $43,195,783Liabilities 2012: $1,752,465Net Assets 2012: $41,443,3182012Assets 2013: $47,502,090Liabilities 2013: $1,887,495Net Assets 2013: $45,614,5952013Assets 2014: $46,541,998Liabilities 2014: $1,795,273Net Assets 2014: $44,746,7252014Assets 2015: $45,490,012Liabilities 2015: $1,768,317Net Assets 2015: $43,721,6952015Assets 2016: $45,812,230Liabilities 2016: $1,801,981Net Assets 2016: $44,010,2492016Assets 2017: $56,947,881Liabilities 2017: $444,404Net Assets 2017: $56,503,4772017Assets 2018: $51,011,045Liabilities 2018: $382,092Net Assets 2018: $50,628,9532018Assets 2019: $58,336,693Liabilities 2019: $399,092Net Assets 2019: $57,937,6012019Assets 2020: $64,248,148Liabilities 2020: $456,119Net Assets 2020: $63,792,0292020Assets 2021: $72,727,103Liabilities 2021: $513,756Net Assets 2021: $72,213,3472021Assets 2022: $59,235,873Liabilities 2022: $1,164,159Net Assets 2022: $58,071,7142022Assets 2023: $63,237,635Liabilities 2023: $499,860Net Assets 2023: $62,737,7752023Assets 2024: $68,434,113Liabilities 2024: $520,584Net Assets 2024: $67,913,5292024

Highlighted filing

2024

Assets$68,434,113
Liabilities$520,584
Net Assets$67,913,529
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $2,599,178Expenses 2011: $2,752,211Net Income 2011: -$153,0332011Revenue 2012: $2,609,114Expenses 2012: $2,620,064Net Income 2012: -$10,9502012Revenue 2013: $6,939,549Expenses 2013: $2,901,557Net Income 2013: $4,037,9922013Revenue 2014: $2,061,677Expenses 2014: $2,820,907Net Income 2014: -$759,2302014Revenue 2015: $4,232,385Expenses 2015: $2,818,583Net Income 2015: $1,413,8022015Revenue 2016: $2,734,894Expenses 2016: $2,904,695Net Income 2016: -$169,8012016Revenue 2017: $13,975,322Expenses 2017: $3,041,718Net Income 2017: $10,933,6042017Revenue 2018: $2,527,753Expenses 2018: $3,135,926Net Income 2018: -$608,1732018Revenue 2019: $2,584,376Expenses 2019: $3,232,299Net Income 2019: -$647,9232019Revenue 2020: $2,637,982Expenses 2020: $3,514,261Net Income 2020: -$876,2792020Revenue 2021: $6,569,476Expenses 2021: $3,938,568Net Income 2021: $2,630,9082021Revenue 2022: $4,448,224Expenses 2022: $4,807,039Net Income 2022: -$358,8152022Revenue 2023: $2,258,392Expenses 2023: $5,317,249Net Income 2023: -$3,058,8572023Revenue 2024: $16,086,615Expenses 2024: $5,750,716Net Income 2024: $10,335,8992024

Highlighted filing

2024

Revenue$16,086,615
Expenses$5,750,716
Net Income$10,335,899
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
$68,434,113
Liabilities
$520,584
Net assets
$67,913,529
Revenue
$16,086,615
Expenses
$5,750,716
Net income
$10,335,899
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.4$0.52$67.9$16.1$5.75$10.3
2023Detailed filing. Detailed filing data is available for this year.$63.2$0.50$62.7$2.26$5.32$3.06
2022Detailed filing. Detailed filing data is available for this year.$59.2$1.16$58.1$4.45$4.81$0.36
2021Detailed filing. Detailed filing data is available for this year.$72.7$0.51$72.2$6.57$3.94$2.63
2020Detailed filing. Detailed filing data is available for this year.$64.2$0.46$63.8$2.64$3.51$0.88
2019Detailed filing. Detailed filing data is available for this year.$58.3$0.40$57.9$2.58$3.23$0.65
2018Detailed filing. Detailed filing data is available for this year.$51.0$0.38$50.6$2.53$3.14$0.61
2017Detailed filing. Detailed filing data is available for this year.$56.9$0.44$56.5$14.0$3.04$10.9
2016Detailed filing. Detailed filing data is available for this year.$45.8$1.80$44.0$2.73$2.90$0.17
2015Detailed filing. Detailed filing data is available for this year.$45.5$1.77$43.7$4.23$2.82$1.41
2014Detailed filing. Detailed filing data is available for this year.$46.5$1.80$44.7$2.06$2.82$0.76
2013Detailed filing. Detailed filing data is available for this year.$47.5$1.89$45.6$6.94$2.90$4.04
2012Summary only. Only limited summary data is available for this year.$43.2$1.75$41.4$2.61$2.62$0.01
2011Summary only. Only limited summary data is available for this year.$41.1$1.78$39.3$2.60$2.75$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 30, 2025
Return Version
2024v5.2
Gross Receipts
$49,698,865
Mission and Program Overview

Mission

The mission of the CHS is to connect people with the story of Connecticut. The CHSs vision is a society that values historical perspective and understanding as essential tools in connecting with others, shaping communities, and making informed decisions.

The mission of the CHS is to cultivate deep understanding of the history and culture of Connecticut, and its role in America and the world, through reflection of the past, active engagement with the present, and innovation for the future through our collections, research, educational programs, and exhibitions. The CHSs vision is to work with an inclusive audience to promote historical and cultural perspectives as essential tools to connect with others, shape communities, and make informed decisions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$43,389,010$47,498,665▲ $4,109,655
Land, Buildings, and Equipment, Net$4,118,747$3,924,442▼ $194,305
Cash and Non-Interest-Bearing Accounts$620,259$694,367▲ $74,108
Pledges and Grants Receivable$243,247$169,838▼ $73,409
Prepaid Expenses and Deferred Charges$69,236$62,909▼ $6,327
Inventories for Sale or Use$43,896$39,377▼ $4,519
Accounts Receivable$12,574$15,155▲ $2,581
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$63,237,635$68,434,113▲ $5,196,478
Other Assets Total$14,740,666$16,029,360▲ $1,288,694
Liabilities
Accounts Payable and Accrued Expenses$310,096$360,817▲ $50,721
Mortgage Notes Payable Secured by Investment Property$50,000$100,460▲ $50,460
Deferred Revenue$139,764$59,307▼ $80,457
Total Liabilities$499,860$520,584▲ $20,724
Net Assets / Fund Balance
Net Assets With Donor Restrictions$39,740,225$43,179,079▲ $3,438,854
Net Assets Without Donor Restrictions$22,997,550$24,734,450▲ $1,736,900
Total Net Assets Fund Balance$62,737,775$67,913,529▲ $5,175,754
Total Liabilities and Net Assets / Fund Balance$63,237,635$68,434,113▲ $5,196,478

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,827,061$4,640,930$7,467,991
Equipment$1,077,381$837,894$1,915,275
Land$20,000-$20,000
Other Assets Org$15,188,649--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$42,815,024$10,000▲ $6,785,003$1,961,978$47,648,049
2023$39,539,316$240,367▲ $6,414,255$3,378,914$42,815,024
2022$48,824,856$628,075▼ $8,177,712$1,735,903$39,539,316
2021$42,161,813$374,700▲ $7,981,351$1,693,008$48,824,856
2020$38,069,932$376,150▲ $5,387,421$1,671,690$42,161,813
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert A KretCEO & Exec. DirectorFT$267,122$38,410$305,532
Jamie O'BrienChief Adv. OfficerFT$157,252$34,167$191,419
Ilene FrankCchief Strat. OffFT$149,665$17,357$167,022

Board Members and Trustees

NameTitle
Michael CantorChairman
Sylvia KellyPresident
Bichop NawrotVice President
Alan AleiaTrustee
Andrew McDonaldTrustee
Barbara KieferTrustee
C Paul Beach JrTrustee
Caroline SimmonsTrustee
Corbin WalburgerTrustee
David MccaryTrustee
Denise MerrillTrustee
Dixon MalloryTrustee
George JepsenTrustee
Harry AroraTrustee
James WilliamsTrustee
Jason RojasTrustee
Jay MalcynskyTrustee
Joann PriceTrustee
Kerry BritlandTrustee
Manisha SinhaTrustee
Mark KohlerTrustee
Robert BazykTrustee
Sara ChampionTrustee
Tammy ExumTrustee
Fiona Vernal1st VICE PRES.
Henry Zachs2nd Vice Pres.
Portia CorbettSecretary
David KleinTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
ZubatkinConsulting1250 Broadway Ste 120, New York, NY 10001$312,480
Reed HilderbrandArchitect33 Whitney Ave, New Haven, CT 06510$112,849
Revenue and Support

Revenue Composition

Contributions and Grants
$2,994,397
Program Service Revenue
$235,863
Investment Income
$12,853,515
Other Revenue
$2,840
All Other Contributions
$1,744,240
Change in Net Assets
$10,335,899

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,894,364
Revenue Not Reported on Financial Statements
$192,251
Revenue Not Reported on Form 990
$-5,013,521
Total Revenue per Audited Statements
$10,880,843
Total Revenue per Form 990
$16,086,615
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,402,027
Other Expenses$2,348,689
Total Fundraising Expense$965,739
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,784,261$343,798$440,923$2,568,982
Occupancy$314,777$9,112$6,124$330,013
Current Officers, Directors, Trustees, and Key Employees-$85,328$199,099$284,427
Depreciation Depletion$225,742$5,619$654$232,015
Payroll Taxes$142,741$35,998$51,202$229,941
Other Employee Benefits$112,639$52,974$40,559$206,172
Fees for Service Investment Mgmnt Fees-$192,251-$192,251
Office Expenses$60,137$68,142$59,337$187,616
Information Technology$20,615$126,494$36,319$183,428
Fees for Services Lobbying-$127,000-$127,000
All Other Expenses$109,044$10,066$3,144$122,254
Pension Plan Contributions$70,350$16,920$25,235$112,505
Advertising$48,173$55$37,780$86,008
Other Expenses$5,885$36,427$1,088$43,400
Travel$28,664$7,988$5,520$42,172
Fees for Services Accounting-$28,285-$28,285
Conferences and Meetings$13,342$6,570$5,765$25,677
Insurance$1,772$7,586-$9,358
Fees for Services Legal-$6,367-$6,367
Interest-$2,351-$2,351
Total Functional Expenses$3,515,856$1,269,121$965,739$5,750,716

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,750,716
Total Expenses per Audited Statements$5,705,088
Expenses per Audited Statements$5,558,465
Expenses Not Reported on Financial Statements$192,251
Expenses Not Reported on Form 990$146,623
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
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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

“The form 990 was reviewed by members of the audit and finance committees.”

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

“Annually the organization requires formal updates in information on conflicts of interest disclosures. Trustees and key employess have been informed to notify the board of directors immediately of any changes during the year that may arise regarding potential conflicts of interest.”

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

“The governance committeee of the board of directors reviews comparability data from similiar organizations particularly arts and culture institutions in the region. Based on substantial deliberation annual compensation is determined and approved.”

Form 990, Part VI, Section C, Line 19

“Applicable documents are available upon written request to the chs and are made available based on current regulations.”

Filing and Contact Details

Filer

Filer Name
The Connecticut Historical Society
EIN
06-6026012
Phone
8602365621
Address
ONE ELIZABETH STREET, HARTFORD, CT 06105

Signing Officer

Name
Robert A Kret
Title
CEO
Signed
2025-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert A Kret
Formed
1825
Legal Domicile
Ct
Voting Board Members
24
Independent Board Members
24
Employees
61
Volunteers
75

Preparer

Firm
Maletta & Company
Address
43 Enterprise Drive, Bristol, CT 06010
Preparer
Michael a Maletta CPA
Phone
8605826715
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in value of split interest agreement = $689691”

Form 990, Part XI, Line 9

“rounding = -$1”

Financial Statement Notes

Part III, Line 1A: If organization elected under SFAS 116 to not report are, historical treasures, O

“The collections, which were acquired through purchases and contributions since the organization's inception, are not recognized as assets on the statement of financial position. Purchases of collection items are recorded as decreases in unrestricted net assets in the year in which the items are acquired, or as temporarily or permanently restricted net assets if the assets used to purchase the items are restricted by donors. Contributed collection items are not reflected on the financial statements. Proceeds from deaccessions or insurance recoveries are reflected as increases in the appropriate net asset classes.The CHS's collections consist of artifacts of historical significance, works of art, or similar assets related to Connecticut history. These collections are held for public exhibition, educational, research, historical and curatorial purposes. Each of these items is cataloged, preserved, and cared for, and activities verifying their existence and assessing their condition are performed continuously. Deaccessioned items are subject to a policy that requires proceeds from their sales to be used for collections acquisition and collections care.”

Part III, Line 4: Description of organization'S collections and how it furthers its purpose.

“The CHS's collections consist of artifacts of historical significance, works of art, or similar assets related to Connecticut history. These collections are held for public exhibition, educational, research, historical and curatorial purposes.”

Part V, Line 4: Intended uses of the endowment fund.

“The intended uses of the endowment fund include operational and programmatic needs, including collections acquisition and conservation, facilities management, education and interpreation, and general administration.”

Part X : FIN48 Footnote

“The CHS is a nonprofit corporation exempt from federal income tax under provisions of the Internal Revenue Service Code, Section 501(c)(3).The CHS regularly reviews and evaluates its tax positions taken or expected to be taken for a tax return and believes that no tax benefits or liabilities are required to be recognized.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Cost of goods sold $6451 change in value of split-interest agreem $689691”

Part XII, Line 2D: Other expenses and losses per audited F/S

“COST OF GOODS SOLD $6451”

Raw XML AppendixShowing 400 of 831 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.

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