Civic Intelligence

Haddam Historical Society Inc

EIN 06-6053559 • 501(c)3 • Haddam, CT

Profile

To preserve, collect, interpret and promote the history and heritage of haddam for present and future generations.

PO Box 97Haddam, CT 06438

haddamhistory.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.01x

Higher debt load relative to revenue than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

61st percentile

8.1%

Higher net margin than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$48,191

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 42.2% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

66th percentile

8.5%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

43%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$480,222

Up $37,477 (+8.5%) from 2023

Liabilities

Down

$1,635

Down $57 (-3.4%) from 2023

Net Assets

Up

$478,587

Up $37,534 (+8.5%) from 2023

Operations
Liabilities / Revenue71st percentileNet Margin61st percentile

Revenue

Up

$114,116

Up $34,202 (+43%) from 2023

Expenses

Up

$104,920

Up $6,308 (+6.4%) from 2023

Net Income

Up

$9,196

Up $27,894 (+149%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $212,240Liabilities 2011: $11,100Net Assets 2011: $201,1402011Assets 2012: $235,907Liabilities 2012: $31,416Net Assets 2012: $204,4912012Assets 2013: $274,418Liabilities 2013: $33,480Net Assets 2013: $240,9382013Assets 2014: $298,808Liabilities 2014: $27,351Net Assets 2014: $271,4572014Assets 2015: $310,091Liabilities 2015: $26,016Net Assets 2015: $284,0752015Assets 2016: $320,343Liabilities 2016: $26,806Net Assets 2016: $293,5372016Assets 2017: $348,642Liabilities 2017: $21,393Net Assets 2017: $327,2492017Assets 2018: $344,830Liabilities 2018: $19,036Net Assets 2018: $325,7942018Assets 2019: $375,592Liabilities 2019: $13,374Net Assets 2019: $362,2182019Assets 2020: $437,496Liabilities 2020: $1,911Net Assets 2020: $435,5852020Assets 2021: $479,926Liabilities 2021: $1,896Net Assets 2021: $478,0302021Assets 2022: $405,665Liabilities 2022: $1,975Net Assets 2022: $403,6902022Assets 2023: $442,745Liabilities 2023: $1,692Net Assets 2023: $441,0532023Assets 2024: $480,222Liabilities 2024: $1,635Net Assets 2024: $478,5872024

Highlighted filing

2024

Assets$480,222
Liabilities$1,635
Net Assets$478,587
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $91,054Expenses 2011: $91,229Net Income 2011: -$1752011Revenue 2012: $71,185Expenses 2012: $77,656Net Income 2012: -$6,4712012Revenue 2013: $109,589Expenses 2013: $80,459Net Income 2013: $29,1302013Revenue 2014: $110,255Expenses 2014: $81,039Net Income 2014: $29,2162014Revenue 2015: $119,067Expenses 2015: $90,721Net Income 2015: $28,3462015Revenue 2016: $98,266Expenses 2016: $97,370Net Income 2016: $8962016Revenue 2017: $103,195Expenses 2017: $87,015Net Income 2017: $16,1802017Revenue 2018: $119,702Expenses 2018: $83,772Net Income 2018: $35,9302018Revenue 2019: $75,781Expenses 2019: $82,074Net Income 2019: -$6,2932019Revenue 2020: $97,308Expenses 2020: $82,198Net Income 2020: $15,1102020Revenue 2021: $146,805Expenses 2021: $82,043Net Income 2021: $64,7622021Revenue 2022: $115,666Expenses 2022: $93,151Net Income 2022: $22,5152022Revenue 2023: $79,914Expenses 2023: $98,612Net Income 2023: -$18,6982023Revenue 2024: $114,116Expenses 2024: $104,920Net Income 2024: $9,1962024

Highlighted filing

2024

Revenue$114,116
Expenses$104,920
Net Income$9,196
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$480,222
Liabilities
$1,635
Net assets
$478,587
Revenue
$114,116
Expenses
$104,920
Net income
$9,196
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.80$0.02$4.79$1.14$1.05$0.09
2023Detailed filing. Detailed filing data is available for this year.$4.43$0.02$4.41$0.80$0.99$0.19
2022Detailed filing. Detailed filing data is available for this year.$4.06$0.02$4.04$1.16$0.93$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.80$0.02$4.78$1.47$0.82$0.65
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.37$0.02$4.36$0.97$0.82$0.15
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.76$0.13$3.62$0.76$0.82$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.45$0.19$3.26$1.20$0.84$0.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.49$0.21$3.27$1.03$0.87$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$0.27$2.94$0.98$0.97$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.10$0.26$2.84$1.19$0.91$0.28
2014Detailed filing. Detailed filing data is available for this year.$2.99$0.27$2.71$1.10$0.81$0.29
2013Summary only. Only limited summary data is available for this year.$2.74$0.33$2.41$1.10$0.80$0.29
2012Summary only. Only limited summary data is available for this year.$2.36$0.31$2.04$0.71$0.78$0.06
2011Summary only. Only limited summary data is available for this year.$2.12$0.11$2.01$0.91$0.91$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.0
Gross Receipts
$171,110
Mission and Program Overview

Mission

To preserve, collect, interpret and promote the history and heritage of haddam for present and future generations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$385,619$414,639▲ $29,020
Land, Buildings, and Equipment, Net$38,550$43,576▲ $5,026
Cash and Non-Interest-Bearing Accounts$16,358$22,007▲ $5,649
Savings and Temporary Cash Investments$1,251--
Prepaid Expenses and Deferred Charges$967--
Total Assets$442,745$480,222▲ $37,477
Liabilities
Other Liabilities$1,242$1,635▲ $393
Deferred Revenue$450--
Total Liabilities$1,692$1,635▼ $57
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$418,168$455,702▲ $37,534
Net Assets With Donor Restrictions$22,885$22,885→ $0
Total Net Assets Fund Balance$441,053$478,587▲ $37,534
Total Liabilities and Net Assets / Fund Balance$442,745$480,222▲ $37,477

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$42,617$69,843$112,460
Equipment$959$18,677$19,636
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Elizabeth MalloyExec DirectoFT$48,191$48,191

Board Members and Trustees

NameTitle
Bill SchneiderPresident
Bill GreshamBoard Member
Cindy Macneil SolaBoard Member
Elki BayleyBoard Member
Gloria GortonBoard Member
Lynn MaclennanBoard Member
Mike KaramBoard Member
Morgan DaltonBoard Member
Rebecca LineberryBoard Member
Tanya BottaroBoard Member
Tim TeranBoard Member
Tracy LacombBoard Member
Dianne MchutchisonSecretary
Tim JarrellTreasurer
Robert HarlowVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$60,242
Program Service Revenue
$3,864
Investment Income
$30,681
Other Revenue
$19,329
All Other Contributions
$10,851
Change in Net Assets
$9,196
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$54,461
Other Expenses$50,459
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$28,915$19,276-$48,191
Office Expenses$2,504$7,513-$10,017
Insurance$9,023--$9,023
Occupancy$8,924--$8,924
Fees for Services Accounting$1,224$3,671-$4,895
Payroll Taxes$2,322$1,548-$3,870
Depreciation Depletion$3,225--$3,225
Other Salaries and Wages$1,440$960-$2,400
Other Expenses$1,545--$1,545
All Other Expenses$1,132--$1,132
Total Functional Expenses$71,952$32,968$0$104,920
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$40,221
Fundraising Direct Expenses$22,994
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Shad Museum$19,588$4,588$15$4,573
Annual Appeal$30,675$3,309$3,309$0
Total Events$66,342$23,976$15,992$7,984
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$1,635
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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 11B

“Copy is given to governing body prior to filing.”

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

“Annual request to governing body.”

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

“Compensation reviews for the executive director are reviewed by the governing body.”

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

“No other officers or key employees receive compensation.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Haddam Historical Society Inc
EIN
06-6053559
Phone
8603452400
Address
PO BOX 97, HADDAM, CT 06438

Signing Officer

Name
Elizabeth Malloy
Title
Exec Director
Phone
8603452400
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Malloy
Formed
1955
Legal Domicile
Ct
Voting Board Members
15
Independent Board Members
15
Employees
2
Volunteers
80

Preparer

Firm
Mahoney Sabol & Company Llp
Address
180 GLASTONBURY BLVD STE 400, GLASTONBURY, CT 06033-4439
Preparer
Kenneth a Kron CPA
Phone
8605412000
Raw XML AppendixShowing 400 of 479 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.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SALE OF INVENTORY - GROSS INCOME 16,396
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPY IS GIVEN TO GOVERNING BODY PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL REQUEST TO GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION REVIEWS FOR THE EXECUTIVE DIRECTOR ARE REVIEWED BY THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO OTHER OFFICERS OR KEY EMPLOYEES RECEIVE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C

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