Civic Intelligence

Trumbull Historical Society Inc.

990EZ • Fiscal year 2014 • EIN 06-6066021

Apr 01, 2013 to Mar 31, 2014 • Filed on Jun 18, 2014

Organization ProfileTRUMBULLHISTORY.ORG
PO Box 312Trumbull, CT 06611

(203) 377-6620

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

43rd percentile

-0.9%

Faster asset growth than 43% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

13th percentile

-36%

Faster revenue growth than 13% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$230,012

Down $2,144 (-0.9%) from 2013

Net Assets

Down

$230,012

Down $2,144 (-0.9%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin22nd percentile

Revenue

Down

$18,773

Down $10,573 (-36%) from 2013

Expenses

Down

$20,917

Down $22,710 (-52%) from 2013

Net Income

Up

-$2,144

Up $12,137 (+85%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $243,651Net Assets 2011: $243,6512011Assets 2012: $246,437Liabilities 2012: $02012Assets 2013: $232,156Liabilities 2013: $0Net Assets 2013: $232,1562013Assets 2014: $230,012Liabilities 2014: $0Net Assets 2014: $230,0122014Assets 2015: $234,069Liabilities 2015: $0Net Assets 2015: $234,0692015Assets 2016: $242,478Liabilities 2016: $0Net Assets 2016: $242,4782016Assets 2017: $245,451Liabilities 2017: $0Net Assets 2017: $245,4512017Assets 2018: $241,184Liabilities 2018: $0Net Assets 2018: $241,1842018Assets 2019: $238,672Liabilities 2019: $0Net Assets 2019: $238,6722019Assets 2020: $236,807Liabilities 2020: $0Net Assets 2020: $236,8072020Assets 2021: $237,433Liabilities 2021: $0Net Assets 2021: $241,8772021Assets 2022: $151,632Liabilities 2022: $0Net Assets 2022: $242,7062022Assets 2023: $93,041Liabilities 2023: $0Net Assets 2023: $155,0732023Assets 2024: $244,242Liabilities 2024: $244,242Net Assets 2024: $5,1392024Assets 2025: $247,462Liabilities 2025: $247,462Net Assets 2025: $9,8112025

Highlighted filing

2014

Assets$230,012
Liabilities$0
Net Assets$230,012
Open 2014 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $21,349Expenses 2011: $21,841Net Income 2011: -$4922011Revenue 2012: $24,519Expenses 2012: $21,733Net Income 2012: $2,7862012Revenue 2013: $29,346Expenses 2013: $43,627Net Income 2013: -$14,2812013Revenue 2014: $18,773Expenses 2014: $20,917Net Income 2014: -$2,1442014Revenue 2015: $27,653Expenses 2015: $23,596Net Income 2015: $4,0572015Revenue 2016: $31,081Expenses 2016: $23,982Net Income 2016: $7,0992016Revenue 2017: $29,264Expenses 2017: $27,252Net Income 2017: $2,0122017Revenue 2018: $20,453Expenses 2018: $23,708Net Income 2018: -$3,2552018Revenue 2019: $22,500Expenses 2019: $25,214Net Income 2019: -$2,7142019Revenue 2020: $21,144Expenses 2020: $23,009Net Income 2020: -$1,8652020Revenue 2021: $17,902Expenses 2021: $12,832Net Income 2021: $5,0702021Revenue 2022: $21,036Expenses 2022: $15,763Net Income 2022: $5,2732022Revenue 2023: $27,700Expenses 2023: $24,259Net Income 2023: $3,4412023Revenue 2024: $24,750Expenses 2024: $19,611Net Income 2024: $5,1392024Revenue 2025: $29,068Expenses 2025: $19,257Net Income 2025: $9,8112025

Highlighted filing

2014

Revenue$18,773
Expenses$20,917
Net Income-$2,144
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Jun 18, 2014
Return Version
2013v3.0
Gross Receipts
$18,773
Mission and Program Overview

Mission

The trumbull historical society operates a small museum in the town of trumbull,connecticut. Its primary purpose is to teach, promote and preserve the history oftrumbull for those who are interested.

Program Services

DescriptionGrantsExpenses
OPERATION OF TOWN OF TRUMBULL HISTORICAL MUSEUM$0$0
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WAYNE SAKALTreasurer-$0--
MALLORY HURONDirector-$0--
KAREN ZMIJEWSKIDirector-$0--
JENNIFER WINSCHELDirector-$0--
SAMANTHA KLAINDirector-$0--
BARRY ZMIJEWSKIDirector-$0--
CHRISTINE EL ERISDirector-$0--
GREG FUIMARADirector-$0--
KEN MARTINDirector-$0--
LOIS LEVINEDirector-$0--
Filing and Contact Details

Filer

EIN
06-6066021
Phone
2033776620

Signing Officer

Name
Wayne Sakal
Title
Treasurer
Phone
2033776620
Signed
2014-06-18
Discuss with paid preparer
Yes

Preparer

Preparer
John M Rolleri CPA
Phone
2032592727
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 978.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: minor functions. Amount: 20. Description: rent. Amount: 6,550. Description: sundry sales. Amount: 523. Description: misc. Amount: 40. Description: donations. Amount: 230. Description: fundraiser. Amount: 1,830. Description: photo usage. Amount: 1,500. Description: accrued interest. Amount: 426. Total to form 990-ez, line 8: 11,119.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: utilities. Amount: 2,894. Description: insurance. Amount: 783. Description: administrative. Amount: 1,537. Description: minor functions. Amount: 433. Description: cleaning and maintenance. Amount: 552. Description: garden. Amount: 29. Description: sundries. Amount: 595. Description: museum displays. Amount: 44. Description: old homes. Amount: 162. Description: gristmill printing. Amount: 678. Description: telephone. Amount: 662. Description: library. Amount: 21. Description: youth programs. Amount: 1,565. Total to form 990-ez, line 16: 9,955.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: historical collection. Beg. Of year amount: 82,177. End of year amount: 82,177.”

Raw XML Appendix196 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WAYNE SAKAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MALLORY HURON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN ZMIJEWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER WINSCHEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SAMANTHA KLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BARRY ZMIJEWSKI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7GREG FUIMARA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt082177
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt09955
IRS990EZ/OtherRevenueTotalAmt011119
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE TRUMBULL HISTORICAL SOCIETY OPERATES A SMALL MUSEUM IN THE TOWN OF TRUMBULL,CONNECTICUT. ITS PRIMARY PURPOSE IS TO TEACH, PROMOTE AND PRESERVE THE HISTORY OFTRUMBULL FOR THOSE WHO ARE INTERESTED.
IRS990EZ/ProgramServiceRevenueAmt05161
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF TOWN OF TRUMBULL HISTORICAL MUSEUM
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0TRUMBULLHISTORY.ORG
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01414
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95100
IRS990ScheduleA/PublicSupportPY170Pct00.89830
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0165431
IRS990ScheduleA/TotalSupportAmt0173949
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 978.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MINOR FUNCTIONS. AMOUNT: 20. DESCRIPTION: RENT. AMOUNT: 6,550. DESCRIPTION: SUNDRY SALES. AMOUNT: 523. DESCRIPTION: MISC. AMOUNT: 40. DESCRIPTION: DONATIONS. AMOUNT: 230. DESCRIPTION: FUNDRAISER. AMOUNT: 1,830. DESCRIPTION: PHOTO USAGE. AMOUNT: 1,500. DESCRIPTION: ACCRUED INTEREST. AMOUNT: 426. TOTAL TO FORM 990-EZ, LINE 8: 11,119.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UTILITIES. AMOUNT: 2,894. DESCRIPTION: INSURANCE. AMOUNT: 783. DESCRIPTION: ADMINISTRATIVE. AMOUNT: 1,537. DESCRIPTION: MINOR FUNCTIONS. AMOUNT: 433. DESCRIPTION: CLEANING AND MAINTENANCE. AMOUNT: 552. DESCRIPTION: GARDEN. AMOUNT: 29. DESCRIPTION: SUNDRIES. AMOUNT: 595. DESCRIPTION: MUSEUM DISPLAYS. AMOUNT: 44. DESCRIPTION: OLD HOMES. AMOUNT: 162. DESCRIPTION: GRISTMILL PRINTING. AMOUNT: 678. DESCRIPTION: TELEPHONE. AMOUNT: 662. DESCRIPTION: LIBRARY. AMOUNT: 21. DESCRIPTION: YOUTH PROGRAMS. AMOUNT: 1,565. TOTAL TO FORM 990-EZ, LINE 16: 9,955.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: HISTORICAL COLLECTION. BEG. OF YEAR AMOUNT: 82,177. END OF YEAR AMOUNT: 82,177.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE SAKAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02033776620
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine10TRUMBULL HISTORICAL SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0TRUM
ReturnHeader/Filer/EIN0066066021
ReturnHeader/Filer/PhoneNum02033776620
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 312
ReturnHeader/Filer/USAddress/City0TRUMBULL
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006611
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061156122
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KNIGHT ROLLERI SHEPPARD CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101499 POST ROAD SUITE 1040
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0FAIRFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode006824
ReturnHeader/PreparerPersonGrp/PhoneNum02032592727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN M ROLLERI CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-06-26T11:49:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-04-01
ReturnHeader/TaxPeriodEndDt02014-03-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$230,012
Liabilities
$0
Net assets
$230,012
Revenue
$18,773
Expenses
$20,917
Net income
-$2,144
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.47$2.47$0.10$0.29$0.19$0.10
2024Detailed filing. Detailed filing data is available for this year.$2.44$2.44$0.05$0.25$0.20$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.93$0.00$1.55$0.28$0.24$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.52$0.00$2.43$0.21$0.16$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.42$0.18$0.13$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.21$0.23$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.23$0.25$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.20$0.24$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.29$0.27$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.31$0.24$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.28$0.24$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.19$0.21$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.00$2.32$0.29$0.44$0.14
2012Summary only. Only limited summary data is available for this year.$2.46$0.00$0.25$0.22$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$2.44$0.21$0.22$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits