Trumbull Historical Society Inc.

990EZ • Fiscal year 2017 • EIN 06-6066021

Apr 01, 2016 to Mar 31, 2017 • Filed on Jun 16, 2017

Organization Profile TRUMBULLHISTORY.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.

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

6.9%

Higher net margin than 58% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

1.2%

Faster asset growth than 48% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

-5.8%

Faster revenue growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets56th percentile

Assets

$245,451

Up $2,973 (+1.2%) from 2016

Net Assets

$245,451

Up $2,973 (+1.2%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin58th percentile

Revenue

Down

$29,264

Down $1,817 (-5.8%) from 2016

Expenses

$27,252

Up $3,270 (+14%) from 2016

Net Income

Down

$2,012

Down $5,087 (-72%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

Highlighted filing

2017

Assets$245,451

Liabilities$0

Net Assets$245,451

Open 2017 Filing

Operations Trend

Revenue Growth39th percentile

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

Highlighted filing

2017

Revenue$29,264

Expenses$27,252

Net Income$2,012

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Apr 1, 2016 to Mar 31, 2017
Signed: Jun 16, 2017
Return Version: 2016v3.0
Gross Receipts: $29,264

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

Description	Grants	Expenses
OPERATION OF TOWN OF TRUMBULL HISTORICAL MUSEUM	$0	$0

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BRIAN LAVOIE	Treasurer	-	$0	-	-
KAREN CONSTANTINI	Secretary	-	$0	-	-
JUDY EDWARDS	Director	-	$0	-	-
BUNNIE HOVAN	Director	-	$0	-	-
KEN MARTIN	Director	-	$0	-	-
WAYNE SAKAL	Director	-	$0	-	-
MALLORY HURON	Director	-	$0	-	-
JENNIFER WINSCHEL	President	-	$0	-	-
DEBRA SILBER	Vice President	-	$0	-	-
LOIS LEVINE	President Emeritus	-	$0	-	-
SAMANTHA KLAIN	Past President	-	$0	-	-
ILEANA SCERBO	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Trumbull Historical Society Inc
EIN: 06-6066021
Phone: 2033776620
Address: PO BOX 312, TRUMBULL, CT 06611

Signing Officer

Name: Brian Lavoie
Title: Treasurer
Phone: 2033776620
Signed: 2017-06-16
Discuss with paid preparer: Yes

Preparer

Firm: Knight Rolleri Sheppard Cpas Llp
Address: 1499 POST ROAD SUITE 1040, FAIRFIELD, CT 06824
Preparer: John M Rolleri CPA
Phone: 2032592727

Supplemental Narrative

Additional Explanations

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

“Description: interest. Amount: 1,391.”

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

“Description: rent. Amount: 10,305.”

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

“Description: administrative. Amount: 1,985. Description: miscellaneous. Amount: 2,465. Description: gift shop. Amount: 1,392. Description: insurance. Amount: 963. Description: donations. Amount: 112. Description: grants. Amount: 1,705. Description: depreciation. Amount: 156. Total to form 990-ez, line 16: 8,778.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gain. Amount: 961.”

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

“Description: historical collection. Beg. Of year amount: 82,177. End of year amount: 82,177. Description: other depreciable assets. Beg. Of year amount: 0. End of year amount: 5,915.”

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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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	KAREN CONSTANTINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	JUDY EDWARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	BUNNIE HOVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	KEN MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	WAYNE SAKAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	6	MALLORY HURON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	7	JENNIFER WINSCHEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	8	DEBRA SILBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	9	LOIS LEVINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	10	SAMANTHA KLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	11	ILEANA SCERBO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	6	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	7	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	8	VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	9	PRESIDENT EMERITUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	10	PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	11	DIRECTOR
IRS990EZ/OperateHospitalInd	0	0
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IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	82177
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	88092
IRS990EZ/OtherChangesInNetAssetsAmt	0	961
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	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.
IRS990EZ/PrintingPublicationsPostageAmt	0	910
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IRS990EZ/WebsiteAddressTxt	0	TRUMBULLHISTORY.ORG
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	5721
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	1515
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	3843
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	33417
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: INTEREST. AMOUNT: 1,391.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	DESCRIPTION: RENT. AMOUNT: 10,305.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	DESCRIPTION: ADMINISTRATIVE. AMOUNT: 1,985. DESCRIPTION: MISCELLANEOUS. AMOUNT: 2,465. DESCRIPTION: GIFT SHOP. AMOUNT: 1,392. DESCRIPTION: INSURANCE. AMOUNT: 963. DESCRIPTION: DONATIONS. AMOUNT: 112. DESCRIPTION: GRANTS. AMOUNT: 1,705. DESCRIPTION: DEPRECIATION. AMOUNT: 156. TOTAL TO FORM 990-EZ, LINE 16: 8,778.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	DESCRIPTION: UNREALIZED GAIN. AMOUNT: 961.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	DESCRIPTION: HISTORICAL COLLECTION. BEG. OF YEAR AMOUNT: 82,177. END OF YEAR AMOUNT: 82,177. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 5,915.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
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ReturnHeader/FilingSecurityInformation/IPDt	0	2017-06-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	ED
ReturnHeader/FilingSecurityInformation/IPTm	0	08:10:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	061156122
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	KNIGHT ROLLERI SHEPPARD CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1499 POST ROAD SUITE 1040
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	FAIRFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	06824
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2032592727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JOHN M ROLLERI CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2017-06-19T05:10:48-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2016-04-01
ReturnHeader/TaxPeriodEndDt	0	2017-03-31
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $245,451
Liabilities: $0
Net assets: $245,451
Revenue: $29,264
Expenses: $27,252
Net income: $2,012

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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