Civic Intelligence

Clinton Historical Society Inc.

990 • Fiscal year 2020 • EIN 06-6046513

Apr 01, 2019 to Mar 31, 2020 • Filed on Jul 29, 2020

Organization Profilewww.clintoncthistory.org
PO Box 86Clinton, CT 06413

(860) 669-2148

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

36th percentile

1.2%

Faster asset growth than 36% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

29%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,403,191

Up $16,502 (+1.2%) from 2019

Net Assets

Up

$1,403,191

Up $16,502 (+1.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin77th percentile

Revenue

Up

$67,719

Up $15,045 (+29%) from 2019

Expenses

Up

$51,217

Up $5,402 (+12%) from 2019

Net Income

Up

$16,502

Up $9,643 (+141%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,290,435Liabilities 2012: $0Net Assets 2012: $1,290,4352012Assets 2013: $1,310,227Liabilities 2013: $0Net Assets 2013: $1,310,2272013Assets 2014: $1,322,762Liabilities 2014: $0Net Assets 2014: $1,322,7622014Assets 2015: $1,341,382Liabilities 2015: $580Net Assets 2015: $1,340,8022015Assets 2016: $1,344,652Liabilities 2016: $0Net Assets 2016: $1,344,6522016Assets 2017: $1,372,182Liabilities 2017: $0Net Assets 2017: $1,372,1822017Assets 2018: $1,379,830Liabilities 2018: $0Net Assets 2018: $1,379,8302018Assets 2019: $1,386,689Liabilities 2019: $0Net Assets 2019: $1,386,6892019Assets 2020: $1,403,191Liabilities 2020: $0Net Assets 2020: $1,403,1912020Assets 2021: $1,443,509Liabilities 2021: $0Net Assets 2021: $1,443,5092021Assets 2022: $1,434,465Liabilities 2022: $0Net Assets 2022: $1,434,4652022Assets 2023: $1,469,747Liabilities 2023: $0Net Assets 2023: $1,469,7472023Assets 2024: $1,454,472Liabilities 2024: $0Net Assets 2024: $1,454,4722024Assets 2025: $1,471,827Liabilities 2025: $0Net Assets 2025: $1,471,8272025

Highlighted filing

2020

Assets$1,403,191
Liabilities$0
Net Assets$1,403,191
Open 2020 Filing

Operations Trend

Revenue Growth80th percentile

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

$100K$50K$0-$50KRevenue 2012: $41,599Expenses 2012: $31,225Net Income 2012: $10,3742012Revenue 2013: $55,795Expenses 2013: $36,003Net Income 2013: $19,7922013Revenue 2014: $53,138Expenses 2014: $40,603Net Income 2014: $12,5352014Revenue 2015: $55,703Expenses 2015: $37,663Net Income 2015: $18,0402015Revenue 2016: $41,637Expenses 2016: $37,787Net Income 2016: $3,8502016Revenue 2017: $74,699Expenses 2017: $47,169Net Income 2017: $27,5302017Revenue 2018: $46,785Expenses 2018: $39,137Net Income 2018: $7,6482018Revenue 2019: $52,674Expenses 2019: $45,815Net Income 2019: $6,8592019Revenue 2020: $67,719Expenses 2020: $51,217Net Income 2020: $16,5022020Revenue 2021: $90,801Expenses 2021: $42,665Net Income 2021: $48,1362021Revenue 2022: $47,318Expenses 2022: $56,145Net Income 2022: -$8,8272022Revenue 2023: $85,866Expenses 2023: $50,243Net Income 2023: $35,6232023Revenue 2024: $51,983Expenses 2024: $67,258Net Income 2024: -$15,2752024Revenue 2025: $88,343Expenses 2025: $69,268Net Income 2025: $19,0752025

Highlighted filing

2020

Revenue$67,719
Expenses$51,217
Net Income$16,502
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Jul 29, 2020
Return Version
2019v5.0
Gross Receipts
$211,086
Mission and Program Overview

Mission

Preservation of historical artifacts

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,386,689$1,403,191▲ $16,502
Investments in Publicly Traded Securities$678,562$699,123▲ $20,561
Land, Buildings, and Equipment, Net$161,946$151,697▼ $10,249
Savings and Temporary Cash Investments$21,961$27,955▲ $5,994
Cash and Non-Interest-Bearing Accounts$652$848▲ $196
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,386,689$1,403,191▲ $16,502
Other Assets Total$523,568$523,568→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,386,689$1,403,191▲ $16,502
Total Liabilities and Net Assets / Fund Balance$1,386,689$1,403,191▲ $16,502

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$112,268$104,221$216,489
Leasehold Improvements$29,177$17,601$46,778
Other Land Buildings$10,252$26,770$37,022
Other Assets Org$31,926--
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Dave BautzPast President
Christy PontilloPresident
Ec SchroderVice President
Anne BakerDirector
April ShumanDirector
Bion ShepardDirector
Carrie AllenDirector
Charlotte NeelyDirector
Dave RaineyDirector
David PerrelliDirector
Dianne GustafsonDirector
John QuinnDirector
Laraine ScherbanDirector
Mary Jane MorelliDirector
Megan StineDirector
Shora RaineyDirector
Sue SchreckDirector
Gail WebsterSecretary
Jack ScherbanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,138
Program Service Revenue
$0
Investment Income
$58,797
Other Revenue
$2,784
All Other Contributions
$994
Change in Net Assets
$16,502
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$44,717
Grants and Similar Amounts Paid$6,500
Total Fundraising Expense$160
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$17,719--$17,719
Depreciation Depletion$10,249--$10,249
Grants to Domestic Orgs$5,000--$5,000
Fees for Service Investment Mgmnt Fees-$4,600-$4,600
Insurance$4,096--$4,096
Fees for Services Accounting-$2,300-$2,300
Grants to Domestic Individuals$1,500--$1,500
All Other Expenses$817$242-$1,059
Other Expenses$481-$110$481
Office Expenses-$450-$450
Total Functional Expenses$43,465$7,592$160$51,217
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$7,015
Fundraising Direct Expenses$4,193
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
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
No
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
No
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“The board of directors includes four individuals with family relationship”

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“The organization's bylaws state that membership is open to all persons who are interested in and support the society and its objectives. The payment of annual dues constitutes membership in the clinton historical society.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“A copy of form 990 is made available to each member of the board of directors before it is filed with the irs.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All documents are available to the general public upon request.”

Filing and Contact Details

Filer

Filer Name
Clinton Historical Society Inc
EIN
06-6046513
Phone
8606692148
Address
PO BOX 86, CLINTON, CT 06413

Signing Officer

Name
John Scherban
Title
Treasurer
Signed
2020-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christy Pontillo
Formed
1940
Legal Domicile
Ct
Voting Board Members
19
Independent Board Members
17
Employees
0
Volunteers
35

Preparer

Firm
Lewitz Balosie Wollack Rayner & Giroux LLC
Address
36 Elm St, Old Saybrook, CT 06475
Preparer
Joseph J Wollack CPA
Phone
8603884451
Supplemental Narrative

Additional Explanations

Section B. Policies

“The organization is currently reviewing its internal policies and evaluating conflict of interest, whistleblower and document retention policies.”

Financial Statement Notes

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

“The organization's collections consist of items of historic significance to the town of clinton, connecticut. This includes items from early settlement, tools used in local industry, works of art and historic documents. The organization also owns the oldest brick building between new haven and new london, connecticut. The preservation of objects and documents for future generations is a primary objective of the organization.”

Raw XML AppendixShowing 400 of 530 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/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PRESERVATION OF HISTORICAL ARTIFACTS
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0994
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0242
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0817
IRS990/AllOtherExpensesGrp/TotalAmt01059
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0JACK SCHERBAN
IRS990/BooksInCareOfDetail/PhoneNum08606697845
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0103 EAST MAIN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0CLINTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006413
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0652
IRS990/CashNonInterestBearingGrp/EOYAmt0848
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0true
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt0144
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt06138
IRS990/CYGrantsAndSimilarPaidAmt06500
IRS990/CYInvestmentIncomeAmt058797
IRS990/CYOtherExpensesAmt044717
IRS990/CYOtherRevenueAmt02784
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt016502
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt051217
IRS990/CYTotalFundraisingExpenseAmt0160
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt067719
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt010249
IRS990/DepreciationDepletionGrp/TotalAmt010249
IRS990/Desc0THE SOCIETY OPERATES A LOCAL MUSEUM OUT OF A HISTORICAL BRICK BUILDING AND ANTIQUE BARN THAT IT OWNS IN CLINTON. THE SOCIETY HAS APPROXIMATELY 200 MEMBERS, BUT SERVES THE GENERAL PUBLIC.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt043625
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02300
IRS990/FeesForServicesAccountingGrp/TotalAmt02300
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt04600
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04600
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt182.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/PersonNm0CHARLOTTE NEELY
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVE BAUTZ
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN QUINN
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRISTY PONTILLO
IRS990/Form990PartVIISectionAGrp/PersonNm4LARAINE SCHERBAN
IRS990/Form990PartVIISectionAGrp/PersonNm5EC SCHRODER
IRS990/Form990PartVIISectionAGrp/PersonNm6JACK SCHERBAN
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID PERRELLI
IRS990/Form990PartVIISectionAGrp/PersonNm8BION SHEPARD
IRS990/Form990PartVIISectionAGrp/PersonNm9GAIL WEBSTER
IRS990/Form990PartVIISectionAGrp/PersonNm10DIANNE GUSTAFSON
IRS990/Form990PartVIISectionAGrp/PersonNm11SUE SCHRECK
IRS990/Form990PartVIISectionAGrp/PersonNm12MEGAN STINE
IRS990/Form990PartVIISectionAGrp/PersonNm13CARRIE ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm14ANNE BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm15MARY JANE MORELLI
IRS990/Form990PartVIISectionAGrp/PersonNm16SHORA RAINEY
IRS990/Form990PartVIISectionAGrp/PersonNm17DAVE RAINEY
IRS990/Form990PartVIISectionAGrp/PersonNm18APRIL SHUMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr01940
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt04193
IRS990/FundraisingGrossIncomeAmt07015
IRS990/GainOrLossGrp/SecuritiesAmt020669
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt05000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt05000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt05000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0159699
IRS990/GrossReceiptsAmt0211086
IRS990/GrossSalesOfInventoryAmt0106
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt04096
IRS990/InsuranceGrp/TotalAmt04096
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt037660
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt038128
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0468
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0678562
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0699123
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0148592
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0161946
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0151697
IRS990/LandBldgEquipCostOrOtherBssAmt0300289
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0139030
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt05144
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PRESERVATION OF HISTORICAL ARTIFACTS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01386689
IRS990/NetAssetsOrFundBalancesEOYAmt01403191
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt020669
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt020669
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt02822
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt02822
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt0-38
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-38
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt08079
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt017719
IRS990/OccupancyGrp/TotalAmt017719
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0450
IRS990/OfficeExpensesGrp/TotalAmt0450
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0523568
IRS990/OtherAssetsTotalGrp/EOYAmt0523568
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0LIBRARY EXPENSE
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2Postage and Shipping
IRS990/OtherExpensesGrp/Desc3ANNUAL MEETING
IRS990/OtherExpensesGrp/FundraisingAmt050
IRS990/OtherExpensesGrp/FundraisingAmt1110
IRS990/OtherExpensesGrp/ProgramServicesAmt02144
IRS990/OtherExpensesGrp/ProgramServicesAmt1945
IRS990/OtherExpensesGrp/ProgramServicesAmt2514
IRS990/OtherExpensesGrp/ProgramServicesAmt3481
IRS990/OtherExpensesGrp/TotalAmt02144
IRS990/OtherExpensesGrp/TotalAmt1995
IRS990/OtherExpensesGrp/TotalAmt2624
IRS990/OtherExpensesGrp/TotalAmt3481
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0CHRISTY PONTILLO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt07409
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt06500
IRS990/PYInvestmentIncomeAmt041914
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt039315
IRS990/PYOtherRevenueAmt03271
IRS990/PYProgramServiceRevenueAmt080
IRS990/PYRevenuesLessExpensesAmt06859
IRS990/PYTotalExpensesAmt045815
IRS990/PYTotalRevenueAmt052674
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt016502
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01386689
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01403191
IRS990/SavingsAndTempCashInvstGrp/BOYAmt021961
IRS990/SavingsAndTempCashInvstGrp/EOYAmt027955
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06138
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07409
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt09966
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07557
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt07123
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt038193
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt038128
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt037509
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt034582
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt038190
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt033718
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0182127

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,403,191
Liabilities
$0
Net assets
$1,403,191
Revenue
$67,719
Expenses
$51,217
Net income
$16,502
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.00$1.47$0.09$0.07$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.05$0.07$0.02
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.00$1.47$0.09$0.05$0.04
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.43$0.00$1.43$0.05$0.06$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$0.09$0.04$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.07$0.05$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.05$0.05$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.00$1.38$0.05$0.04$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.07$0.05$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.04$0.04$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.06$0.04$0.02
2014Summary only. Only limited summary data is available for this year.$1.32$0.00$1.32$0.05$0.04$0.01
2013Summary only. Only limited summary data is available for this year.$1.31$0.00$1.31$0.06$0.04$0.02
2012Summary only. Only limited summary data is available for this year.$1.29$0.00$1.29$0.04$0.03$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits