Civic Intelligence

Middlesex County Historical Society

990 • Fiscal year 2020 • EIN 06-6047092

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

Organization ProfileWWW.MCHSCT.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

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

16th percentile

-20%

Higher net margin than 16% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$18,834

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 34.5% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

18th percentile

-5.2%

Faster asset growth than 18% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

55th percentile

2.0%

Faster revenue growth than 55% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$674,094

Down $36,737 (-5.2%) from 2019

Net Assets

Down

$674,094

Down $36,737 (-5.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin16th percentile

Revenue

Up

$54,573

Up $1,087 (+2.0%) from 2019

Expenses

Down

$65,405

Down $31,754 (-33%) from 2019

Net Income

Up

-$10,832

Up $32,841 (+75%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2020

Assets$674,094
Liabilities$0
Net Assets$674,094
Open 2020 Filing

Operations Trend

Revenue Growth55th 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

2020

Revenue$54,573
Expenses$65,405
Net Income-$10,832
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Jun 29, 2020
Return Version
2019v5.0
Gross Receipts
$96,402
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$405,034$394,299▼ $10,735
Investments in Publicly Traded Securities$295,657$239,676▼ $55,981
Savings and Temporary Cash Investments$9,111$37,679▲ $28,568
Cash and Non-Interest-Bearing Accounts$1,029$2,440▲ $1,411
Total Assets$710,831$674,094▼ $36,737
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$710,831$673,294▼ $37,537
Net Assets With Donor Restrictions-$800-
Total Net Assets Fund Balance$710,831$674,094▼ $36,737
Total Liabilities and Net Assets / Fund Balance$710,831$674,094▼ $36,737

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$286,299$292,212$578,511
Land$108,000-$108,000
Equipment-$2,340$2,340
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Maria WeinbergerExective DirectorPT$18,834$18,834

Board Members and Trustees

NameTitle
Buck ZaidelChairman
Richard KaminsChairman
Joseph SamolisPresident
Alain MunkittrickDirector at
Amrys WilliamsDirector at
Erik HesselbergDirector at
Jesse NastaDirector at
John F Bolles IiiDirector at
Maria Madsen HolzbergDirector at
Scott BrownDirector at
Krishna WinstonSecretary
Richard AdelsteinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$13,760
Program Service Revenue
$361
Investment Income
$19,630
Other Revenue
$20,822
All Other Contributions
$7,808
Change in Net Assets
$-10,832

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 Traded1$1,193Market Value
Total Noncash Contributions1$1,193-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$44,840
Salaries, Compensation, and Employee Benefits$20,565
Total Fundraising Expense$6,075
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$4,709$9,417$4,708$18,834
Insurance$8,776$8,776-$17,552
Depreciation Depletion$5,368$5,367-$10,735
Occupancy$3,656$3,657-$7,313
Fees for Services Accounting-$3,150-$3,150
Office Expenses$765$1,530$765$3,060
Payroll Taxes$432$866$433$1,731
Fees for Service Investment Mgmnt Fees-$150-$150
Other Expenses$73$338$169$73
Total Functional Expenses$25,013$34,317$6,075$65,405
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$28,293
Fundraising Direct Expenses$10,405
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Eve$22,839$22,839$7,660$15,179
Total Events$22,839$22,839$7,660$15,179
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 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
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
Phone
8603460746
Signed
2020-06-29

Organization Details

Principal Officer
Joseph Samolis
Formed
1901
Legal Domicile
Ct
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
65

Preparer

Firm
COMER & COMPANY CPA'S LLC
Address
61 MAIN STREET, MIDDLETOWN, CT 06457-3408
Preparer
Thomas D Comer CPA
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 revenue or gains. Sales of collection items are recognized as revenue, and purchases are reported as expenses. Part iii, line 4 - collection and relation to exempt purpose collections include objects that have historical significance such as art, antique furniture, textiles, militaria, photographs, exhibits, papers, 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/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt03657
IRS990/OccupancyGrp/ProgramServicesAmt03656
IRS990/OccupancyGrp/TotalAmt07313
IRS990/OfficeExpensesGrp/FundraisingAmt0765
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01530
IRS990/OfficeExpensesGrp/ProgramServicesAmt0765
IRS990/OfficeExpensesGrp/TotalAmt03060
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc2COLLECTIONS PURCHASE
IRS990/OtherExpensesGrp/FundraisingAmt0169
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01066
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1338
IRS990/OtherExpensesGrp/ProgramServicesAmt01065
IRS990/OtherExpensesGrp/ProgramServicesAmt1169
IRS990/OtherExpensesGrp/ProgramServicesAmt273
IRS990/OtherExpensesGrp/TotalAmt02131
IRS990/OtherExpensesGrp/TotalAmt1676
IRS990/OtherExpensesGrp/TotalAmt273
IRS990/OtherInd0X
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt074
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt074
IRS990/OtherRevenueTotalAmt074
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0433
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0866
IRS990/PayrollTaxesGrp/ProgramServicesAmt0432
IRS990/PayrollTaxesGrp/TotalAmt01731
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOSEPH SAMOLIS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0GENEALOGICAL RESEARCH
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0361
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0361
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt037175
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt06489
IRS990/PYOtherExpensesAmt066715
IRS990/PYOtherRevenueAmt08697
IRS990/PYProgramServiceRevenueAmt01125
IRS990/PYRevenuesLessExpensesAmt0-43673
IRS990/PYSalariesCompEmpBnftPaidAmt030444
IRS990/PYTotalExpensesAmt097159
IRS990/PYTotalRevenueAmt053486
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-10832
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0361
IRS990/RoyaltiesRevenueGrp/ExclusionAmt01654
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt01654
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09111
IRS990/SavingsAndTempCashInvstGrp/EOYAmt037679
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SALE OF NON-COLLECTION ITEMS 3,377 OTHER 1,459
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013760
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt037175
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt064104
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt078271
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt057558
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0250868
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07953
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05517
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05808
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03672
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04491
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt027441
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt030015
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt020347
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt016684
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt08752
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt020651
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt096449
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07953
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05517
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05808
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03672
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04491
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt027441
IRS990ScheduleA/InvestmentIncomeCYPct00.07000
IRS990ScheduleA/InvestmentIncomePYPct00.06000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt074
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0218
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01003
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01952
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01589
IRS990ScheduleA/OtherIncome509Grp/TotalAmt04836
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91500
IRS990ScheduleA/PublicSupportPY509Pct00.92290
IRS990ScheduleA/PublicSupportTotal509Amt0347317
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt043775
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt057522
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt080788
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt087023
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt078209
IRS990ScheduleA/Total509Grp/TotalAmt0347317
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051802
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt063257
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt087599
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt092647
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt084289
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0379594
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0286299
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0292212
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 REVENUE OR GAINS. SALES OF COLLECTION ITEMS ARE RECOGNIZED AS REVENUE, AND PURCHASES ARE REPORTED AS EXPENSES. PART III, LINE 4 - COLLECTION AND RELATION TO EXEMPT PURPOSE COLLECTIONS INCLUDE OBJECTS THAT HAVE HISTORICAL SIGNIFICANCE SUCH AS ART, ANTIQUE FURNITURE, TEXTILES, MILITARIA, PHOTOGRAPHS, EXHIBITS, PAPERS, 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/TotalBookValueLandBuildingsAmt0394299
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07660
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING EVE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022839
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022839
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022839
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt022839
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015179
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07660
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07660
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/HistoricalArtifactsGrp/ContributionCnt02
IRS990ScheduleM/HistoricalArtifactsGrp/MethodOfDeterminingRevenuesTxt0SEE EXPLAINATION PART II
IRS990ScheduleM/HistoricalArtifactsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0MARKET VALUE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt01193
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0PART I, LINE 33 - EXPLANATION FOR NOT REPORTING AMOUNT IN COLUMN (C) LINE 22 - HISTORICAL ARTIFACTS: NO AMOUNT IS REPORTED BECAUSE THE HISTORICAL SOCIETY DOES NOT CAPITALIZE THEIR COLLECTIONS OR RECOGNIZE THEM AS REVENUE AS ALLOWED UNDER SFAS 116. THE SOCIETY REPORTS THE NUMBER OF CONTRIBUTIONS (NOT THE NUMBER OF ITEMS) IN COLUMN (B), LINE 22.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE M, PAGE 2, PART II
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL MEMBERS OF THE SOCIETY HAVE THE RIGHT TO VOTE AT THE ANNUAL MEETING TO ELECT MEMBERS OF THE BOARD AND THE OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE TREASURER AND THE PRESIDENT BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DISCUSSIONS DURING BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION, IF ANY, IS APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AT 151 MAIN STREET, MIDDLETOWN, CT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$674,094
Liabilities
$0
Net assets
$674,094
Revenue
$54,573
Expenses
$65,405
Net income
-$10,832
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