Civic Intelligence

Middlesex County Historical Society

990 • Fiscal year 2024 • EIN 06-6047092

Apr 01, 2023 to Mar 31, 2024 • Filed on Jun 18, 2024

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

36th percentile

0.00x

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

45th percentile

0.01x

Higher debt load relative to revenue than 45% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

19th percentile

-14%

Higher net margin than 19% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

55th percentile

6.3%

Faster asset growth than 55% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

35%

Faster revenue growth than 76% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$775,789

Up $45,786 (+6.3%) from 2023

Net Assets

Up

$774,897

Up $45,855 (+6.3%) from 2023

Liabilities

Down

$892

Down $69 (-7.2%) from 2023

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin19th percentile

Revenue

Up

$93,148

Up $24,335 (+35%) from 2023

Expenses

Up

$105,847

Up $214 (+0.2%) from 2023

Net Income

Up

-$12,699

Up $24,121 (+66%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2024

Assets$775,789
Liabilities$892
Net Assets$774,897
Open 2024 Filing

Operations Trend

Revenue Growth76th 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

2024

Revenue$93,148
Expenses$105,847
Net Income-$12,699
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Jun 18, 2024
Return Version
2023v5.0
Gross Receipts
$264,590
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
Investments in Publicly Traded Securities$336,274$393,045▲ $56,771
Land, Buildings, and Equipment, Net$362,267$351,741▼ $10,526
Savings and Temporary Cash Investments$13,942$13,363▼ $579
Cash and Non-Interest-Bearing Accounts$17,520$11,426▼ $6,094
Pledges and Grants Receivable-$6,214-
Total Assets$730,003$775,789▲ $45,786
Liabilities
Accounts Payable and Accrued Expenses$961$892▼ $69
Total Liabilities$961$892▼ $69
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$726,180$770,380▲ $44,200
Net Assets With Donor Restrictions$2,862$4,517▲ $1,655
Total Net Assets Fund Balance$729,042$774,897▲ $45,855
Total Liabilities and Net Assets / Fund Balance$730,003$775,789▲ $45,786

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$243,741$334,770$578,511
Land$108,000-$108,000
Equipment-$2,340$2,340
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Amy AlbertPresident
Catherine Branch StebbinsDirector at
John F Bolles IiiDirector at
Kevin FinefrockDirector at
Larry RileyDirector at
Mardi LomanDirector at
Peter Buck ZaidelDirector at
Renee TribertDirector at
Richard FriswellDirector at
Steven DubeyDirector at
Krishna WinstonSecretary
Deborah ShapiroTreasurer
Alain MunkittrickVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$66,196
Program Service Revenue
$11,896
Investment Income
$8,154
Other Revenue
$6,902
All Other Contributions
$45,117
Change in Net Assets
$-12,699

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$1,248Fair Market Value
Other Non Cash Contri Table150$1,080Thrift Shop Value
Total Noncash Contributions151$2,328-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$68,973
Salaries, Compensation, and Employee Benefits$36,874
Total Fundraising Expense$10,387
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,520$17,040$8,520$34,080
Depreciation Depletion$5,263$5,263-$10,526
Occupancy$4,753$4,752-$9,505
Insurance$4,419$4,419-$8,838
Office Expenses$1,409$1,930$965$4,304
Fees for Services Accounting-$3,600-$3,600
Payroll Taxes$699$1,396$699$2,794
Fees for Service Investment Mgmnt Fees-$1,782-$1,782
Other Expenses$1,130$5,397-$1,130
All Other Expenses$428$407$203$1,038
Total Functional Expenses$49,474$45,986$10,387$105,847
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$8,108
Fundraising Direct Expenses$1,596
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
2024-06-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Albert
Formed
1901
Legal Domicile
Ct
Voting Board Members
13
Independent Board Members
13
Employees
1
Volunteers
42

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.”

Raw XML AppendixShowing 400 of 504 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/BOYAmt0961
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0892
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/AllOtherContributionsAmt045117
IRS990/AllOtherExpensesGrp/FundraisingAmt0203
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0407
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0428
IRS990/AllOtherExpensesGrp/TotalAmt01038
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/BOYAmt017520
IRS990/CashNonInterestBearingGrp/EOYAmt011426
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0true
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt01080
IRS990/CostOfGoodsSoldAmt0110
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt066196
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt08154
IRS990/CYOtherExpensesAmt068973
IRS990/CYOtherRevenueAmt06902
IRS990/CYProgramServiceRevenueAmt011896
IRS990/CYRevenuesLessExpensesAmt0-12699
IRS990/CYSalariesCompEmpBnftPaidAmt036874
IRS990/CYTotalExpensesAmt0105847
IRS990/CYTotalFundraisingExpenseAmt010387
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt093148
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0true
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt05263
IRS990/DepreciationDepletionGrp/ProgramServicesAmt05263
IRS990/DepreciationDepletionGrp/TotalAmt010526
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/BOYAmt02862
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt04517
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt049474
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03600
IRS990/FeesForServicesAccountingGrp/TotalAmt03600
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01782
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01782
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/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/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/PersonNm0AMY ALBERT
IRS990/Form990PartVIISectionAGrp/PersonNm1ALAIN MUNKITTRICK
IRS990/Form990PartVIISectionAGrp/PersonNm2KRISHNA WINSTON
IRS990/Form990PartVIISectionAGrp/PersonNm3DEBORAH SHAPIRO
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN F BOLLES III
IRS990/Form990PartVIISectionAGrp/PersonNm5STEVEN DUBEY
IRS990/Form990PartVIISectionAGrp/PersonNm6KEVIN FINEFROCK
IRS990/Form990PartVIISectionAGrp/PersonNm7RICHARD FRISWELL
IRS990/Form990PartVIISectionAGrp/PersonNm8MARDI LOMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9LARRY RILEY
IRS990/Form990PartVIISectionAGrp/PersonNm10CATHERINE BRANCH STEBBINS
IRS990/Form990PartVIISectionAGrp/PersonNm11RENEE TRIBERT
IRS990/Form990PartVIISectionAGrp/PersonNm12PETER 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/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/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/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01901
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt01080
IRS990/FundraisingDirectExpensesAmt01596
IRS990/FundraisingGrossIncomeAmt08108
IRS990/GainOrLossGrp/SecuritiesAmt0963
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt06214
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0170699
IRS990/GrossReceiptsAmt0264590
IRS990/GrossSalesOfInventoryAmt0318
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt013
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt04419
IRS990/InsuranceGrp/ProgramServicesAmt04419
IRS990/InsuranceGrp/TotalAmt08838
IRS990/InvestmentIncomeGrp/ExclusionAmt07191
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07191
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0336274
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0393045
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0337110
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0362267
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0351741
IRS990/LandBldgEquipCostOrOtherBssAmt0688851
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0169736
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt013785
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/NetAssetsOrFundBalancesBOYAmt0729042
IRS990/NetAssetsOrFundBalancesEOYAmt0774897
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0963
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0963
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt06512
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt06512
IRS990/NetIncomeOrLossGrp/ExclusionAmt0208
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0208
IRS990/NetUnrlzdGainsLossesInvstAmt058554
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0726180
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0770380
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt02328
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt04752
IRS990/OccupancyGrp/ProgramServicesAmt04753
IRS990/OccupancyGrp/TotalAmt09505
IRS990/OfficeExpensesGrp/FundraisingAmt0965
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01930
IRS990/OfficeExpensesGrp/ProgramServicesAmt01409
IRS990/OfficeExpensesGrp/TotalAmt04304
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0CULTURAL LANDSCAPE GRANT
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2PROGRAM & GRANT EXPENSES
IRS990/OtherExpensesGrp/Desc3ROSE GARDEN EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05397
IRS990/OtherExpensesGrp/ProgramServicesAmt012428
IRS990/OtherExpensesGrp/ProgramServicesAmt15398
IRS990/OtherExpensesGrp/ProgramServicesAmt25027
IRS990/OtherExpensesGrp/ProgramServicesAmt31130
IRS990/OtherExpensesGrp/TotalAmt012428
IRS990/OtherExpensesGrp/TotalAmt110795
IRS990/OtherExpensesGrp/TotalAmt25027
IRS990/OtherExpensesGrp/TotalAmt31130
IRS990/OtherInd0X
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt018
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt018
IRS990/OtherRevenueTotalAmt018
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt08520
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt017040
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08520
IRS990/OtherSalariesAndWagesGrp/TotalAmt034080
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0699
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01396
IRS990/PayrollTaxesGrp/ProgramServicesAmt0699
IRS990/PayrollTaxesGrp/TotalAmt02794
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt06214
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0AMY ALBERT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MIDDLETOWN BEMAN TRIANGLE PRO
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011896
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011896
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt057454
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0-18544
IRS990/PYOtherExpensesAmt070548
IRS990/PYOtherRevenueAmt02827
IRS990/PYProgramServiceRevenueAmt027076
IRS990/PYRevenuesLessExpensesAmt0-36820
IRS990/PYSalariesCompEmpBnftPaidAmt035085
IRS990/PYTotalExpensesAmt0105633
IRS990/PYTotalRevenueAmt068813
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-12699
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt011896
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0164
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0164
IRS990/SavingsAndTempCashInvstGrp/BOYAmt013942
IRS990/SavingsAndTempCashInvstGrp/EOYAmt013363
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0INSURANCE REFUNDS 1,205 OTHER 666
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt066196
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt057454
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt064776
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013760
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0234821
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07355
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04267
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04972
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04835
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07953
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt029382
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011914
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt032326
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt012691
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05288
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt030015
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt092234
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt08426
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt03935
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt012571
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt05018
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt05193
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt035143
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07355
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04267
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04972
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04835
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07953
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt029382
IRS990ScheduleA/InvestmentIncomeCYPct00.07000
IRS990ScheduleA/InvestmentIncomePYPct00.08000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt018
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0144
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0392
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01243
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt074
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01871
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92060
IRS990ScheduleA/PublicSupportPY509Pct00.90680
IRS990ScheduleA/PublicSupportTotal509Amt0362198
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt086536
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt093715
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt090038
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt042941
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt048968
IRS990ScheduleA/Total509Grp/TotalAmt0362198
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt093909
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt098126
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt095402
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt049019
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt056995
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0393451
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0243741
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0334770
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0578511
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02340
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02340
IRS990ScheduleD/LandGrp/BookValueAmt0108000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0108000
IRS990ScheduleD/SolicitedAssetsSaleInd0true
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/TotalBookValueLandBuildingsAmt0351741
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/HistoricalArtifactsGrp/ContributionCnt019
IRS990ScheduleM/HistoricalArtifactsGrp/MethodOfDeterminingRevenuesTxt0SEE EXPLAINATION PART II
IRS990ScheduleM/HistoricalArtifactsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt0150
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0TAG SALE ITEMS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$775,789
Liabilities
$892
Net assets
$774,897
Revenue
$93,148
Expenses
$105,847
Net income
-$12,699
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