Civic Intelligence

Middlesex County Historical Society

990 • Fiscal year 2022 • EIN 06-6047092

Apr 01, 2021 to Mar 31, 2022 • Filed on Jul 22, 2022

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

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

36th percentile

0.00x

Higher debt load relative to revenue than 36% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

45th percentile

0.1%

Faster asset growth than 45% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

738%

Faster revenue growth than 98% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$773,101

Up $732 (+0.1%) from 2021

Net Assets

Up

$772,140

Up $677 (+0.1%) from 2021

Liabilities

Up

$961

Up $55 (+6.1%) from 2021

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin95th percentile

Revenue

Up

$348,552

Up $306,976 (+738%) from 2021

Expenses

Up

$101,989

Up $42,967 (+73%) from 2021

Net Income

Up

$246,563

Up $264,009 (+1513%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2022

Assets$773,101
Liabilities$961
Net Assets$772,140
Open 2022 Filing

Operations Trend

Revenue Growth98th 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

2022

Revenue$348,552
Expenses$101,989
Net Income$246,563
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2021 to Mar 31, 2022
Signed
Jul 22, 2022
Return Version
2021v4.0
Gross Receipts
$652,972
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$383,564$372,869▼ $10,695
Investments in Publicly Traded Securities$355,769$330,497▼ $25,272
Savings and Temporary Cash Investments$22,697$56,096▲ $33,399
Cash and Non-Interest-Bearing Accounts$10,339$10,339→ $0
Pledges and Grants Receivable-$3,300-
Total Assets$772,369$773,101▲ $732
Liabilities
Accounts Payable and Accrued Expenses$906$961▲ $55
Total Liabilities$906$961▲ $55
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$771,463$765,742▼ $5,721
Net Assets With Donor Restrictions-$6,398-
Total Net Assets Fund Balance$771,463$772,140▲ $677
Total Liabilities and Net Assets / Fund Balance$772,369$773,101▲ $732

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$264,869$313,642$578,511
Land$108,000-$108,000
Equipment-$2,340$2,340
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Richard AdelsteinPresident
Amy AlbertDirector at
Brian ParkerDirector at
Catherine Branch StebbinsDirector at
John F Bolles IiiDirector at
Kyle KnickerbockerDirector at
Larry RileyDirector at
Mardi LomanDirector at
Maria Madsen HolzbergDirector at
Peter Buck ZaidelDirector at
Steven DubeyDirector at
Krishna WinstonSecretary
Deborah ShapiroTreasurer
Alain MunkittrickVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$64,776
Program Service Revenue
$120
Investment Income
$277,993
Other Revenue
$5,663
All Other Contributions
$30,483
Change in Net Assets
$246,563

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$1,297Market Value
Total Noncash Contributions1$1,297-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$66,365
Salaries, Compensation, and Employee Benefits$35,624
Total Fundraising Expense$9,944
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,205$16,410$8,205$32,820
Depreciation Depletion$5,348$5,347-$10,695
Insurance$4,648$4,648-$9,296
Occupancy$3,999$3,999-$7,998
Office Expenses$1,038$2,073$1,038$4,149
Fees for Services Accounting-$3,300-$3,300
Payroll Taxes$701$1,402$701$2,804
Fees for Service Investment Mgmnt Fees-$1,478-$1,478
Other Expenses$706$1,018-$706
Total Functional Expenses$39,016$53,029$9,944$101,989
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$11,978
Fundraising Direct Expenses$6,781
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Deborah Shapiro
Title
Treasurer
Phone
8609190379
Signed
2022-07-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Adelstein
Formed
1901
Legal Domicile
Ct
Voting Board Members
14
Independent Board Members
14
Employees
1
Volunteers
45

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 revenues 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.”

Raw XML AppendixShowing 400 of 484 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/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0906
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0961
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO 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/AllOtherContributionsAmt030483
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0DEBORAH SHAPIRO
IRS990/BooksInCareOfDetail/PhoneNum08603460746
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0151 MAIN ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0MIDDLETOWN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006457
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt010339
IRS990/CashNonInterestBearingGrp/EOYAmt010339
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0true
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt01290
IRS990/CostOfGoodsSoldAmt0613
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt064776
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0277993
IRS990/CYOtherExpensesAmt066365
IRS990/CYOtherRevenueAmt05663
IRS990/CYProgramServiceRevenueAmt0120
IRS990/CYRevenuesLessExpensesAmt0246563
IRS990/CYSalariesCompEmpBnftPaidAmt035624
IRS990/CYTotalExpensesAmt0101989
IRS990/CYTotalFundraisingExpenseAmt09944
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0348552
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0true
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt05347
IRS990/DepreciationDepletionGrp/ProgramServicesAmt05348
IRS990/DepreciationDepletionGrp/TotalAmt010695
IRS990/Desc0THE SOCIETY COLLECTS DOCUMENTS, ARTIFACTS AND PHOTOGRAPHS RELATING TO THE HISTORY OF MIDDLESEX COUNTY. THE SOCIETY PROVIDES MUSEUM EXHIBITS AND PROGRAMS TO ADULTS AND CHILDREN AS WELL AS HISTORIC WALKING TOURS AND CIVIL WAR REENACTMENTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt06398
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt039016
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03300
IRS990/FeesForServicesAccountingGrp/TotalAmt03300
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01478
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01478
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt330.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
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/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/PersonNm0RICHARD ADELSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm1ALAIN MUNKITTRICK
IRS990/Form990PartVIISectionAGrp/PersonNm2KRISHNA WINSTON
IRS990/Form990PartVIISectionAGrp/PersonNm3DEBORAH SHAPIRO
IRS990/Form990PartVIISectionAGrp/PersonNm4AMY ALBERT
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN F BOLLES III
IRS990/Form990PartVIISectionAGrp/PersonNm6STEVEN DUBEY
IRS990/Form990PartVIISectionAGrp/PersonNm7MARIA MADSEN HOLZBERG
IRS990/Form990PartVIISectionAGrp/PersonNm8KYLE KNICKERBOCKER
IRS990/Form990PartVIISectionAGrp/PersonNm9MARDI LOMAN
IRS990/Form990PartVIISectionAGrp/PersonNm10BRIAN PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm11LARRY RILEY
IRS990/Form990PartVIISectionAGrp/PersonNm12CATHERINE BRANCH STEBBINS
IRS990/Form990PartVIISectionAGrp/PersonNm13PETER BUCK ZAIDEL
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/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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR AT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR AT
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR AT
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR AT
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR AT
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR AT
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR AT
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR AT
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR AT
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR AT
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01901
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt01290
IRS990/FundraisingDirectExpensesAmt06781
IRS990/FundraisingGrossIncomeAmt011978
IRS990/GainOrLossGrp/SecuritiesAmt0273115
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt019050
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0570141
IRS990/GrossReceiptsAmt0652972
IRS990/GrossSalesOfInventoryAmt0593
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt014
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt04648
IRS990/InsuranceGrp/ProgramServicesAmt04648
IRS990/InsuranceGrp/TotalAmt09296
IRS990/InvestmentIncomeGrp/ExclusionAmt04878
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04878
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0355769
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0330497
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0315982
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0383564
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0372869
IRS990/LandBldgEquipCostOrOtherBssAmt0688851
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0297026
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt013953
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/NetAssetsOrFundBalancesBOYAmt0771463
IRS990/NetAssetsOrFundBalancesEOYAmt0772140
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0273115
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0273115
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt05197
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt05197
IRS990/NetIncomeOrLossGrp/ExclusionAmt0-20
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-20
IRS990/NetUnrlzdGainsLossesInvstAmt0-245886
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0771463
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0765742
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt01297
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt03999
IRS990/OccupancyGrp/ProgramServicesAmt03999
IRS990/OccupancyGrp/TotalAmt07998
IRS990/OfficeExpensesGrp/FundraisingAmt01038
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02073
IRS990/OfficeExpensesGrp/ProgramServicesAmt01038
IRS990/OfficeExpensesGrp/TotalAmt04149
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1LANDSCAPING
IRS990/OtherExpensesGrp/Desc2COLLECTIONS PURCHASE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013354
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11018
IRS990/OtherExpensesGrp/ProgramServicesAmt013353
IRS990/OtherExpensesGrp/ProgramServicesAmt11018
IRS990/OtherExpensesGrp/ProgramServicesAmt2706
IRS990/OtherExpensesGrp/TotalAmt026707
IRS990/OtherExpensesGrp/TotalAmt12036
IRS990/OtherExpensesGrp/TotalAmt2706
IRS990/OtherInd0X
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0392
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0392
IRS990/OtherRevenueTotalAmt0392
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt08205
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt016410
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08205
IRS990/OtherSalariesAndWagesGrp/TotalAmt032820
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0701
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01402
IRS990/PayrollTaxesGrp/ProgramServicesAmt0701
IRS990/PayrollTaxesGrp/TotalAmt02804
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03300
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RICHARD ADELSTEIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0GENEALOGICAL RESEARCH
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0120
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0120
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt032635
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt04655
IRS990/PYOtherExpensesAmt032425
IRS990/PYOtherRevenueAmt04016
IRS990/PYProgramServiceRevenueAmt0270
IRS990/PYRevenuesLessExpensesAmt0-17446
IRS990/PYSalariesCompEmpBnftPaidAmt026597
IRS990/PYTotalExpensesAmt059022
IRS990/PYTotalRevenueAmt041576
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0246563
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0120
IRS990/RoyaltiesRevenueGrp/ExclusionAmt094
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt094
IRS990/SavingsAndTempCashInvstGrp/BOYAmt022697
IRS990/SavingsAndTempCashInvstGrp/EOYAmt056096
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SALE OF NON-COLLECTION ITEMS 212 OTHER 2,718
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt064776
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt032635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013760
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt037175
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt064104
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0212450
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04972
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04835
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07953
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05517
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05808
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt029085
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt012691
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05288
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt030015
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt020347
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt016684
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt085025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04972
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04835
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07953
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05517
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05808
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt029085
IRS990ScheduleA/InvestmentIncomeCYPct00.09000
IRS990ScheduleA/InvestmentIncomePYPct00.08000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0392
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01243
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt074
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0218
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01003
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02930
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.90280
IRS990ScheduleA/PublicSupportPY509Pct00.90490
IRS990ScheduleA/PublicSupportTotal509Amt0297475
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt077467
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt037923
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt043775
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt057522
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt080788
IRS990ScheduleA/Total509Grp/TotalAmt0297475
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt082831
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt044001
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt051802
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt063257
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt087599
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0329490
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0264869
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0313642
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 - 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/TotalBookValueLandBuildingsAmt0372869
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/HistoricalArtifactsGrp/ContributionCnt021
IRS990ScheduleM/HistoricalArtifactsGrp/MethodOfDeterminingRevenuesTxt0SEE EXPLANATION PART II
IRS990ScheduleM/HistoricalArtifactsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0MARKET VALUE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt01297
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.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$773,101
Liabilities
$961
Net assets
$772,140
Revenue
$348,552
Expenses
$101,989
Net income
$246,563
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
2022Detailed filing. Detailed filing data is available for this year.$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