Civic Intelligence

Middlesex County Historical Society

990 • Fiscal year 2016 • EIN 06-6047092

Apr 01, 2015 to Mar 31, 2016 • Filed on Jul 08, 2016

Organization ProfileWWW.MIDDLESEXHISTORY.ORG
151 Main StreetMiddletown, CT 06457

(860) 346-0746

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

12th percentile

-25%

Higher net margin than 12% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

58th percentile

$32,604

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 42.8% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

28th percentile

-4.1%

Faster asset growth than 28% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

83rd percentile

34%

Faster revenue growth than 83% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$714,057

Down $30,693 (-4.1%) from 2015

Net Assets

Down

$714,057

Down $14,717 (-2.0%) from 2015

Liabilities

Down

$0

Down $15,976 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin12th percentile

Revenue

Up

$76,255

Up $19,450 (+34%) from 2015

Expenses

Up

$95,062

Up $11,688 (+14%) from 2015

Net Income

Up

-$18,807

Up $7,762 (+29%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$800K$600K$400K$200K$0Assets 2012: $765,810Liabilities 2012: $0Net Assets 2012: $765,8102012Assets 2013: $736,786Liabilities 2013: $0Net Assets 2013: $736,7862013Assets 2014: $749,942Liabilities 2014: $0Net Assets 2014: $749,9422014Assets 2015: $744,750Liabilities 2015: $15,976Net Assets 2015: $728,7742015Assets 2016: $714,057Liabilities 2016: $0Net Assets 2016: $714,0572016Assets 2017: $702,295Liabilities 2017: $0Net Assets 2017: $702,2952017Assets 2018: $733,170Liabilities 2018: $0Net Assets 2018: $733,1702018Assets 2019: $710,831Liabilities 2019: $0Net Assets 2019: $710,8312019Assets 2020: $674,094Liabilities 2020: $0Net Assets 2020: $674,0942020Assets 2021: $772,369Liabilities 2021: $906Net Assets 2021: $771,4632021Assets 2022: $773,101Liabilities 2022: $961Net Assets 2022: $772,1402022Assets 2023: $730,003Liabilities 2023: $961Net Assets 2023: $729,0422023Assets 2024: $775,789Liabilities 2024: $892Net Assets 2024: $774,8972024Assets 2025: $783,860Liabilities 2025: $907Net Assets 2025: $782,9532025

Highlighted filing

2016

Assets$714,057
Liabilities$0
Net Assets$714,057
Open 2016 Filing

Operations Trend

Revenue Growth83rd percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2012: $99,477Expenses 2012: $96,810Net Income 2012: $2,6672012Revenue 2013: $43,549Expenses 2013: $90,364Net Income 2013: -$46,8152013Revenue 2014: $69,924Expenses 2014: $88,573Net Income 2014: -$18,6492014Revenue 2015: $56,805Expenses 2015: $83,374Net Income 2015: -$26,5692015Revenue 2016: $76,255Expenses 2016: $95,062Net Income 2016: -$18,8072016Revenue 2017: $93,836Expenses 2017: $122,010Net Income 2017: -$28,1742017Revenue 2018: $80,225Expenses 2018: $80,200Net Income 2018: $252018Revenue 2019: $53,486Expenses 2019: $97,159Net Income 2019: -$43,6732019Revenue 2020: $54,573Expenses 2020: $65,405Net Income 2020: -$10,8322020Revenue 2021: $41,576Expenses 2021: $59,022Net Income 2021: -$17,4462021Revenue 2022: $348,552Expenses 2022: $101,989Net Income 2022: $246,5632022Revenue 2023: $68,813Expenses 2023: $105,633Net Income 2023: -$36,8202023Revenue 2024: $93,148Expenses 2024: $105,847Net Income 2024: -$12,6992024Revenue 2025: $116,953Expenses 2025: $107,130Net Income 2025: $9,8232025

Highlighted filing

2016

Revenue$76,255
Expenses$95,062
Net Income-$18,807
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Jul 8, 2016
Return Version
2015v2.1
Gross Receipts
$108,515
Mission and Program Overview

Mission

To maintain middlesex county's historical integrity and to educate and provide programs to the public to increase their understanding of the area's past.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$448,752$437,490▼ $11,262
Investments in Publicly Traded Securities$224,558$212,219▼ $12,339
Savings and Temporary Cash Investments$63,342$54,607▼ $8,735
Cash and Non-Interest-Bearing Accounts$8,098$8,270▲ $172
Pledges and Grants Receivable-$1,471-
Total Assets$744,750$714,057▼ $30,693
Liabilities
Deferred Revenue$15,976--
Total Liabilities$15,976$0▼ $15,976
Net Assets / Fund Balance
Unrestricted Net Assets$727,248$712,081▼ $15,167
Temporarily Rstr Net Assets$1,526$1,976▲ $450
Total Net Assets Fund Balance$728,774$714,057▼ $14,717
Total Liabilities and Net Assets / Fund Balance$744,750$714,057▼ $30,693

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$329,490$249,021$578,511
Land$108,000-$108,000
Equipment-$2,340$2,340
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Deborah ShapiroExecutive DiFT$32,604$32,604

Board Members and Trustees

NameTitle
Buck ZaidelChairman
Erik HesselbergPresident
Joseph SamolisPresident El
Adam FlemingDirector
Brandie DoyleDirector
Carlton WinslowDirector
Maria WeinbergerDirector
George CampDirector at
John F Bolles IiiDirector at
Lisa SantangeloDirector at
Richard KaminsDirector at
Ronald SchatzDirector at
Nancy BauerSecretary
Richard AdelsteinTreasurer
Patricia TullyVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$57,558
Program Service Revenue
$1,753
Investment Income
$4,395
Other Revenue
$12,549
All Other Contributions
$27,956
Change in Net Assets
$-18,807

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$7,786Market Value
Total Noncash Contributions3$7,786-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$57,179
Salaries, Compensation, and Employee Benefits$37,883
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$16,302$16,302-$32,604
Depreciation Depletion$11,262--$11,262
Insurance$4,097$4,097-$8,194
Occupancy$3,520$3,520-$7,040
Office Expenses$2,802$2,805-$5,607
Payroll Taxes$1,389$1,390-$2,779
Fees for Services Accounting-$2,650-$2,650
Other Employee Benefits$1,250$1,250-$2,500
Other Expenses$233$251-$233
Fees for Service Investment Mgmnt Fees-$150-$150
Total Functional Expenses$60,365$34,697$0$95,062
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$18,898
Fundraising Direct Expenses$8,045
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Heroes$7,410$7,410$2,100$5,310
Total Events$7,410$7,410$2,100$5,310
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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 7A

“All members of the society have the right to vote at the annual meeting to elect members of the board and the officers.”

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

“The form 990 is reviewed by the treasurer and the president before it is filed.”

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

“Discussions during board meetings.”

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

“Compensation is approved by the board of directors.”

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

“Compensation, if any, is approved by the board of directors.”

Form 990, Page 6, Part VI, Line 18

“The society makes its form 990 available to the general public upon written request. Form 990 is also available online through the guidestar website soon after filing with the irs.”

Form 990, Page 6, Part VI, Line 19

“Financial statements and governing documents are available upon request at 151 main street, middletown, ct.”

Filing and Contact Details

Filer

Filer Name
Middlesex County Historical Society
EIN
06-6047092
Phone
8603460746
Address
151 MAIN STREET, MIDDLETOWN, CT 06457

Signing Officer

Name
Joseph Samolis
Title
President Elect
Phone
8603460746
Signed
2016-07-08

Organization Details

Principal Officer
Joseph Samolis
Formed
1901
Legal Domicile
Ct
Voting Board Members
15
Independent Board Members
15
Employees
1
Volunteers
70

Preparer

Firm
COMER & COMPANY CPA'S LLC
Address
61 MAIN STREET, MIDDLETOWN, CT 06457-3408
Preparer
Thomas D Comer
Phone
8603462100
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 4, Part XIII

“Part iii, line 1a - terms for not reporting assets per sfas 116 the historical society purchases or receives as donations various objects which are classified as collections based on their historical significance. These objects include the furnishings of the museum as well as exhibits. The society has elected not to capitalize their collections or recognize donated pieces as revenues or gains. Sales of collection items are recognized as revenue, and purchases are reported as expenses. Part iii, line 4 - collections and relation to exempt purpose collections include objects that have historical significance such as art, antique furniture, textiles, militaria, photographs, exhibits, and other miscellaneous items. The collections help to preserve the history of middlesex county, connecticut. The society uses these collections to educate the public and to provide programs, tours, historical reenactments, and research.”

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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO MAINTAIN MIDDLESEX COUNTY'S HISTORICAL INTEGRITY AND TO EDUCATE AND PROVIDE PROGRAMS TO THE PUBLIC TO INCREASE THEIR UNDERSTANDING OF THE AREA'S PAST.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0728774
IRS990/NetAssetsOrFundBalancesEOYAmt0714057
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt011
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt011
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt010853
IRS990/NetUnrlzdGainsLossesInvstAmt04090
IRS990/NoncashContributionsAmt07786
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt03520
IRS990/OccupancyGrp/ProgramServicesAmt03520
IRS990/OccupancyGrp/TotalAmt07040
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02805
IRS990/OfficeExpensesGrp/ProgramServicesAmt02802
IRS990/OfficeExpensesGrp/TotalAmt05607
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01250
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01250
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02500
IRS990/OtherExpensesGrp/Desc0GRANT EXPENSES
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc3WEBSITE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02282
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1251
IRS990/OtherExpensesGrp/ProgramServicesAmt016978
IRS990/OtherExpensesGrp/ProgramServicesAmt12281
IRS990/OtherExpensesGrp/ProgramServicesAmt2251
IRS990/OtherExpensesGrp/ProgramServicesAmt3233
IRS990/OtherExpensesGrp/TotalAmt016978
IRS990/OtherExpensesGrp/TotalAmt14563
IRS990/OtherExpensesGrp/TotalAmt2502
IRS990/OtherExpensesGrp/TotalAmt3233
IRS990/OtherInd0X
IRS990/OtherRevenueMiscGrp/Desc0SALE OF NON-COLLECTION ITEMS
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt01247
IRS990/OtherRevenueMiscGrp/ExclusionAmt1342
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01247
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1342
IRS990/OtherRevenueTotalAmt01589
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01390
IRS990/PayrollTaxesGrp/ProgramServicesAmt01389
IRS990/PayrollTaxesGrp/TotalAmt02779
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01471
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOSEPH SAMOLIS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0GENEALOGICAL RESEARCH
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01753
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01753
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt031894
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt018004
IRS990/PYOtherExpensesAmt046368
IRS990/PYOtherRevenueAmt05043
IRS990/PYProgramServiceRevenueAmt01864
IRS990/PYRevenuesLessExpensesAmt0-26569
IRS990/PYSalariesCompEmpBnftPaidAmt037006
IRS990/PYTotalExpensesAmt083374
IRS990/PYTotalRevenueAmt056805
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-18807
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01753
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0107
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0107
IRS990/SavingsAndTempCashInvstGrp/BOYAmt063342
IRS990/SavingsAndTempCashInvstGrp/EOYAmt054607
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SALE OF NON-COLLECTION ITEMS 13,068 INSURANCE REFUND 349 OTHER 1,570
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt057558
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt031894
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt050204
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026777
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt081755
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0248188
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04491
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04417
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04298
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04527
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06955
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt024688
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt020651
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt018987
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt022472
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt019581
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt011944
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt093635
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04491
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04417
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04298
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04527
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06955
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt024688
IRS990ScheduleA/InvestmentIncomeCYPct00.06000
IRS990ScheduleA/InvestmentIncomePYPct00.07000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01589
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0949
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0230
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt02237
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt09982
IRS990ScheduleA/OtherIncome509Grp/TotalAmt014987
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.89600
IRS990ScheduleA/PublicSupportPY509Pct00.87990
IRS990ScheduleA/PublicSupportTotal509Amt0341823
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt078209
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050881
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt072676
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt046358
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt093699
IRS990ScheduleA/Total509Grp/TotalAmt0341823
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt084289
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt056247
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt077204
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt053122
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0110636
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0381498
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0329490
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0249021
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0578511
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02340
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02340
IRS990ScheduleD/LandGrp/BookValueAmt0108000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0108000
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PART III, LINE 1A - TERMS FOR NOT REPORTING ASSETS PER SFAS 116 THE HISTORICAL SOCIETY PURCHASES OR RECEIVES AS DONATIONS VARIOUS OBJECTS WHICH ARE CLASSIFIED AS COLLECTIONS BASED ON THEIR HISTORICAL SIGNIFICANCE. THESE OBJECTS INCLUDE THE FURNISHINGS OF THE MUSEUM AS WELL AS EXHIBITS. THE SOCIETY HAS ELECTED NOT TO CAPITALIZE THEIR COLLECTIONS OR RECOGNIZE DONATED PIECES AS REVENUES OR GAINS. SALES OF COLLECTION ITEMS ARE RECOGNIZED AS REVENUE, AND PURCHASES ARE REPORTED AS EXPENSES. PART III, LINE 4 - COLLECTIONS AND RELATION TO EXEMPT PURPOSE COLLECTIONS INCLUDE OBJECTS THAT HAVE HISTORICAL SIGNIFICANCE SUCH AS ART, ANTIQUE FURNITURE, TEXTILES, MILITARIA, PHOTOGRAPHS, EXHIBITS, AND OTHER MISCELLANEOUS ITEMS. THE COLLECTIONS HELP TO PRESERVE THE HISTORY OF MIDDLESEX COUNTY, CONNECTICUT. THE SOCIETY USES THESE COLLECTIONS TO EDUCATE THE PUBLIC AND TO PROVIDE PROGRAMS, TOURS, HISTORICAL REENACTMENTS, AND RESEARCH.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XIII
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0437490
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02100
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HEROES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07410
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt07410
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07410
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt07410
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05310
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02100
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02100
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/HistoricalArtifactsGrp/ContributionCnt032
IRS990ScheduleM/HistoricalArtifactsGrp/MethodOfDeterminingRevenuesTxt0SEE EXPLAINATIONS PART II
IRS990ScheduleM/HistoricalArtifactsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt03

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$714,057
Liabilities
$0
Net assets
$714,057
Revenue
$76,255
Expenses
$95,062
Net income
-$18,807
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.84$0.01$7.83$1.17$1.07$0.10
2024Detailed filing. Detailed filing data is available for this year.$7.76$0.01$7.75$0.93$1.06$0.13
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.30$0.01$7.29$0.69$1.06$0.37
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.73$0.01$7.72$3.49$1.02$2.47
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.72$0.01$7.71$0.42$0.59$0.17
2020Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.55$0.65$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.11$0.00$7.11$0.53$0.97$0.44
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.33$0.00$7.33$0.80$0.80$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.02$0.00$7.02$0.94$1.22$0.28
2016Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$0.76$0.95$0.19
2015Summary only. Only limited summary data is available for this year.$7.45$0.16$7.29$0.57$0.83$0.27
2014Summary only. Only limited summary data is available for this year.$7.50$0.00$7.50$0.70$0.89$0.19
2013Summary only. Only limited summary data is available for this year.$7.37$0.00$7.37$0.44$0.90$0.47
2012Summary only. Only limited summary data is available for this year.$7.66$0.00$7.66$0.99$0.97$0.03