Civic Intelligence

Essex Historical Society

EIN 06-6054716 • 501(c)3 • Essex, CT

Profile

Preservation of and education on essex history.

PO Box 123Essex, CT 06426

www.essexhistory.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.01x

Higher debt load relative to assets than 49% of similar nonprofits.

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

Liabilities / Revenue

59th percentile

0.04x

Higher debt load relative to revenue than 59% of similar nonprofits.

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

Net Margin

81st percentile

30%

Higher net margin than 81% of similar nonprofits.

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

Top Officer Pay

76th percentile

$71,888

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 27.7% of source-year revenue.

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

Asset Growth

73rd percentile

17%

Faster asset growth than 73% of similar nonprofits.

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

Revenue Growth

90th percentile

97%

Faster revenue growth than 90% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$776,215

Up $110,621 (+17%) from 2023

Liabilities

Flat

$9,958

Flat from 2023

Net Assets

Up

$766,257

Up $110,621 (+17%) from 2023

Operations
Liabilities / Revenue59th percentileNet Margin81st percentile

Revenue

Up

$259,219

Up $127,497 (+97%) from 2023

Expenses

Up

$182,111

Up $27,810 (+18%) from 2023

Net Income

Up

$77,108

Up $99,687 (+442%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

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

$800K$600K$400K$200K$0Assets 2011: $409,967Liabilities 2011: $02011Assets 2012: $543,788Liabilities 2012: $0Net Assets 2012: $543,7882012Assets 2013: $579,279Liabilities 2013: $0Net Assets 2013: $579,2792013Assets 2014: $648,416Liabilities 2014: $0Net Assets 2014: $648,4162014Assets 2015: $609,259Liabilities 2015: $0Net Assets 2015: $609,2592015Assets 2016: $626,507Liabilities 2016: $0Net Assets 2016: $626,5072016Assets 2017: $643,935Liabilities 2017: $0Net Assets 2017: $643,9352017Assets 2018: $614,036Liabilities 2018: $0Net Assets 2018: $614,0362018Assets 2019: $655,687Liabilities 2019: $10,000Net Assets 2019: $645,6872019Assets 2020: $663,717Liabilities 2020: $18,694Net Assets 2020: $645,0232020Assets 2021: $701,174Liabilities 2021: $9,958Net Assets 2021: $691,2162021Assets 2022: $662,125Liabilities 2022: $9,958Net Assets 2022: $652,1672022Assets 2023: $665,594Liabilities 2023: $9,958Net Assets 2023: $655,6362023Assets 2024: $776,215Liabilities 2024: $9,958Net Assets 2024: $766,2572024

Highlighted filing

2024

Assets$776,215
Liabilities$9,958
Net Assets$766,257
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $7,138Expenses 2011: $15,263Net Income 2011: -$8,1252011Expenses 2012: $40,3072012Revenue 2013: $61,338Expenses 2013: $44,999Net Income 2013: $16,3392013Revenue 2014: $191,643Expenses 2014: $121,529Net Income 2014: $70,1142014Revenue 2015: $108,148Expenses 2015: $146,388Net Income 2015: -$38,2402015Revenue 2016: $98,927Expenses 2016: $89,937Net Income 2016: $8,9902016Revenue 2017: $75,097Expenses 2017: $86,365Net Income 2017: -$11,2682017Revenue 2018: $112,767Expenses 2018: $114,151Net Income 2018: -$1,3842018Revenue 2019: $82,495Expenses 2019: $99,965Net Income 2019: -$17,4702019Revenue 2020: $69,077Expenses 2020: $94,635Net Income 2020: -$25,5582020Revenue 2021: $116,736Expenses 2021: $106,489Net Income 2021: $10,2472021Revenue 2022: $141,075Expenses 2022: $118,185Net Income 2022: $22,8902022Revenue 2023: $131,722Expenses 2023: $154,301Net Income 2023: -$22,5792023Revenue 2024: $259,219Expenses 2024: $182,111Net Income 2024: $77,1082024

Highlighted filing

2024

Revenue$259,219
Expenses$182,111
Net Income$77,108
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$776,215
Liabilities
$9,958
Net assets
$766,257
Revenue
$259,219
Expenses
$182,111
Net income
$77,108
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.76$0.10$7.66$2.59$1.82$0.77
2023Detailed filing. Detailed filing data is available for this year.$6.66$0.10$6.56$1.32$1.54$0.23
2022Detailed filing. Detailed filing data is available for this year.$6.62$0.10$6.52$1.41$1.18$0.23
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.01$0.10$6.91$1.17$1.06$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.64$0.19$6.45$0.69$0.95$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.56$0.10$6.46$0.82$1.00$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.14$0.00$6.14$1.13$1.14$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.44$0.00$6.44$0.75$0.86$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.27$0.00$6.27$0.99$0.90$0.09
2015Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$1.08$1.46$0.38
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.48$0.00$6.48$1.92$1.22$0.70
2013Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.61$0.45$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.44$0.00$5.44$0.40
2011Summary only. Only limited summary data is available for this year.$4.10$0.00$0.07$0.15$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.0
Gross Receipts
$259,219
Mission and Program Overview

Mission

Preservation of and education on essex history.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$434,250$484,217▲ $49,967
Land, Buildings, and Equipment, Net$145,994$141,766▼ $4,228
Cash and Non-Interest-Bearing Accounts$10,001$74,918▲ $64,917
Total Assets$665,594$776,215▲ $110,621
Other Assets Total$75,349$75,314▼ $35
Liabilities
Other Liabilities$9,958$9,958→ $0
Total Liabilities$9,958$9,958→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$655,636$766,257▲ $110,621
Total Net Assets Fund Balance$655,636$766,257▲ $110,621
Total Liabilities and Net Assets / Fund Balance$665,594$776,215▲ $110,621

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$69,516$214,428$283,944
Land$72,250-$72,250
Other Assets Org$314--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Melissa JosefiakDirectorPT$71,888$71,888

Board Members and Trustees

NameTitle
Lou MazzaresePresident
David KirschDirector
Dick MatherDirector
Hank McinerneyDirector
Melinda KingsburyDirector
Stacia Rice-libbyDirector
Terri EthridgeSecretary
John BauerTreasurer
Gus BentivegnaVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$215,450
Program Service Revenue
$24,870
Investment Income
$18,899
Other Revenue
$0
All Other Contributions
$181,114
Change in Net Assets
$77,108
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$91,307
Other Expenses$89,204
Grants and Similar Amounts Paid$1,600
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$71,888-$71,888
Occupancy$30,822--$30,822
Other Salaries and Wages-$19,419-$19,419
Insurance-$11,305-$11,305
Information Technology-$4,544-$4,544
Office Expenses$1,037$3,272-$4,309
Depreciation Depletion$4,229--$4,229
Fees for Services Accounting-$2,305-$2,305
Fees for Services Management-$2,275-$2,275
Grants to Domestic Orgs$1,600--$1,600
Interest$798--$798
Other Expenses$14,273$65-$65
Total Functional Expenses$67,038$115,073$0$182,111
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Esb Loc Advance$9,958
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
No
Other officer compensation reviewed
No
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

“Form 990 will be distributed by email in pdf format to all board members for their review and a meeting will be held to approve the form 990 tax return prior to filing.”

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

“The organization ensures all board members complete procedures for addressing conflicts of interest”

Form 990, Page 6, Part VI, Line 19

“All governing documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Essex Historical Society
EIN
06-6054716
Phone
8607670681
Address
PO BOX 123, ESSEX, CT 06426

Signing Officer

Name
John Bauer
Title
Treasurer
Phone
8607679999
Signed
2025-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hank Mcinerney
Formed
1955
Legal Domicile
Ct
Voting Board Members
10
Independent Board Members
9
Employees
0

Preparer

Firm
Mahoney Sabol & Company Llp
Address
180 GLASTONBURY BLVD STE 400, GLASTONBURY, CT 06033-4439
Preparer
Kevin M Harris CPA
Phone
8605412000
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Newsletter sent to members, monthly programs & lectures attended by approximately 50 - 125 per event, preservation of hills academy & pratt house, maintain museum collection, recognize historic buildings in town.”

Financial Statement Notes

Schedule D, Page 2, Part III, Line 4

“Collections valued at 75,000, include: historic furniture carved ivory objects photographs postcards paintings books manuscripts quilts historical objects - costumes, swords/guns, ceramics/china these collections are used to perserve and educate on essex history.”

Raw XML Appendix392 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
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0COLLECTIONS VALUED AT 75,000, INCLUDE: HISTORIC FURNITURE CARVED IVORY OBJECTS PHOTOGRAPHS POSTCARDS PAINTINGS BOOKS MANUSCRIPTS QUILTS HISTORICAL OBJECTS - COSTUMES, SWORDS/GUNS, CERAMICS/CHINA THESE COLLECTIONS ARE USED TO PERSERVE AND EDUCATE ON ESSEX HISTORY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 WILL BE DISTRIBUTED BY EMAIL IN PDF FORMAT TO ALL BOARD MEMBERS FOR THEIR REVIEW AND A MEETING WILL BE HELD TO APPROVE THE FORM 990 TAX RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION ENSURES ALL BOARD MEMBERS COMPLETE PROCEDURES FOR ADDRESSING CONFLICTS OF INTEREST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST
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IRS990/WebsiteAddressTxt0WWW.ESSEXHISTORY.ORG
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN BAUER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08607679999
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ESSEX HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0ESSE
ReturnHeader/Filer/EIN0066054716
ReturnHeader/Filer/PhoneNum08607670681
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 123
ReturnHeader/Filer/USAddress/CityNm0ESSEX
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061289571
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAHONEY SABOL & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0180 GLASTONBURY BLVD STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLASTONBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0060334439
ReturnHeader/PreparerPersonGrp/PhoneNum08605412000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN M HARRIS CPA
ReturnHeader/ReturnTs02025-11-10T10:21:55-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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