Civic Intelligence

Keeler Tavern Preservation Society Inc

EIN 06-6076244 • 501(c)3 • Ridgefield, CT

Profile

PLEASE SEE SCHEDULE O

152 Main StreetRidgefield, CT 06877

keelertavernmuseum.org

Siviq Scores

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

Liabilities / Assets

66th percentile

0.19x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

90th percentile

1.29x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

8th percentile

-42%

Higher net margin than 8% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

23rd percentile

-5.3%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-6.3%

Faster revenue growth than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$4,659,421

Down $263,056 (-5.3%) from 2023

Liabilities

Down

$882,582

Down $18,113 (-2.0%) from 2023

Net Assets

Down

$3,776,839

Down $244,943 (-6.1%) from 2023

Revenue

Down

$681,684

Down $46,044 (-6.3%) from 2023

Expenses

Down

$966,785

Down $29,173 (-2.9%) from 2023

Net Income

Down

-$285,101

Down $16,871 (-6.3%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,351,482Liabilities 2011: $12,111Net Assets 2011: $3,339,3712011Assets 2012: $3,018,301Liabilities 2012: $30,336Net Assets 2012: $2,987,9652012Assets 2013: $3,260,712Liabilities 2013: $29,646Net Assets 2013: $3,231,0662013Assets 2014: $3,553,563Liabilities 2014: $48,528Net Assets 2014: $3,505,0352014Assets 2015: $3,603,993Liabilities 2015: $79,163Net Assets 2015: $3,524,8302015Assets 2016: $4,365,478Liabilities 2016: $1,011,920Net Assets 2016: $3,353,5582016Assets 2017: $4,539,299Liabilities 2017: $1,014,831Net Assets 2017: $3,524,4682017Assets 2018: $5,071,382Liabilities 2018: $957,909Net Assets 2018: $4,113,4732018Assets 2019: $5,034,636Liabilities 2019: $839,634Net Assets 2019: $4,195,0022019Assets 2020: $5,259,033Liabilities 2020: $1,026,417Net Assets 2020: $4,232,6162020Assets 2021: $5,873,338Liabilities 2021: $1,063,329Net Assets 2021: $4,810,0092021Assets 2022: $5,312,222Liabilities 2022: $978,357Net Assets 2022: $4,333,8652022Assets 2023: $4,922,477Liabilities 2023: $900,695Net Assets 2023: $4,021,7822023Assets 2024: $4,659,421Liabilities 2024: $882,582Net Assets 2024: $3,776,8392024

Highlighted filing

2024

Assets$4,659,421
Liabilities$882,582
Net Assets$3,776,839

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $726,010Expenses 2011: $254,692Net Income 2011: $471,3182011Revenue 2012: $217,470Expenses 2012: $301,445Net Income 2012: -$83,9752012Revenue 2013: $307,559Expenses 2013: $290,820Net Income 2013: $16,7392013Revenue 2014: $394,002Expenses 2014: $358,093Net Income 2014: $35,9092014Revenue 2015: $502,769Expenses 2015: $397,807Net Income 2015: $104,9622015Revenue 2016: $420,098Expenses 2016: $491,950Net Income 2016: -$71,8522016Revenue 2017: $782,242Expenses 2017: $539,501Net Income 2017: $242,7412017Revenue 2018: $938,538Expenses 2018: $534,190Net Income 2018: $404,3482018Revenue 2019: $664,512Expenses 2019: $586,846Net Income 2019: $77,6662019Revenue 2020: $1,095,449Expenses 2020: $741,824Net Income 2020: $353,6252020Revenue 2021: $602,139Expenses 2021: $539,809Net Income 2021: $62,3302021Revenue 2022: $715,729Expenses 2022: $794,697Net Income 2022: -$78,9682022Revenue 2023: $727,728Expenses 2023: $995,958Net Income 2023: -$268,2302023Revenue 2024: $681,684Expenses 2024: $966,785Net Income 2024: -$285,1012024

Highlighted filing

2024

Revenue$681,684
Expenses$966,785
Net Income-$285,101

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.66$0.88$3.78$0.68$0.97$0.29
2023Detailed filing. Detailed filing data is available for this year.$4.92$0.90$4.02$0.73$1.00$0.27
2022Detailed filing. Detailed filing data is available for this year.$5.31$0.98$4.33$0.72$0.79$0.08
2021Detailed filing. Detailed filing data is available for this year.$5.87$1.06$4.81$0.60$0.54$0.06
2020Detailed filing. Detailed filing data is available for this year.$5.26$1.03$4.23$1.10$0.74$0.35
2019Detailed filing. Detailed filing data is available for this year.$5.03$0.84$4.20$0.66$0.59$0.08
2018Detailed filing. Detailed filing data is available for this year.$5.07$0.96$4.11$0.94$0.53$0.40
2017Detailed filing. Detailed filing data is available for this year.$4.54$1.01$3.52$0.78$0.54$0.24
2016Detailed filing. Detailed filing data is available for this year.$4.37$1.01$3.35$0.42$0.49$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.60$0.08$3.52$0.50$0.40$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.55$0.05$3.51$0.39$0.36$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$0.03$3.23$0.31$0.29$0.02
2012Summary only. Only limited summary data is available for this year.$3.02$0.03$2.99$0.22$0.30$0.08
2011Summary only. Only limited summary data is available for this year.$3.35$0.01$3.34$0.73$0.25$0.47
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 20, 2025
Return Version
2023v6.0
Gross Receipts
$784,807
Mission and Program Overview

Mission

PLEASE SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,067,479$3,037,844▼ $29,635
Investments Other Securities$1,717,147$1,478,761▼ $238,386
Cash and Non-Interest-Bearing Accounts$105,055$110,024▲ $4,969
Prepaid Expenses and Deferred Charges$29,146$31,742▲ $2,596
Inventories for Sale or Use$1,000$1,000→ $0
Savings and Temporary Cash Investments$2,650$50▼ $2,600
Total Assets$4,922,477$4,659,421▼ $263,056
Liabilities
Mortgage Notes Payable Secured by Investment Property$799,138$772,269▼ $26,869
Accounts Payable and Accrued Expenses$101,557$110,313▲ $8,756
Total Liabilities$900,695$882,582▼ $18,113
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,021,782$3,776,839▼ $244,943
Total Net Assets Fund Balance$4,021,782$3,776,839▼ $244,943
Total Liabilities and Net Assets / Fund Balance$4,922,477$4,659,421▼ $263,056

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,821,318$496,617$2,317,935
Land$775,403-$775,403
Leasehold Improvements$355,931$173,160$529,091
Equipment$26,474$83,923$110,397
Other Land Buildings$58,718$10,321$69,039
Other Securities$1,478,761--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rhonda HillPast President
Sara ChampionPresident
David YaunFirst Vice President
Cheryl Patterson-ZaicBoard Member
Eric JohnsonBoard Member
Katherine LoveBoard Member
Leslie LindenauerBoard Member
Mark SeavyBoard Member
Mike TwomeyBoard Member
Paula CurryBoard Member
Tom CaseyBoard Member
Vincent ConyersBoard Member
Maggie McIntireSecretary
Paul SchmidtTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$389,844
Program Service Revenue
$38,987
Investment Income
$129,142
Other Revenue
$123,711
All Other Contributions
$257,267
Change in Net Assets
$-285,101
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$567,307
Salaries, Compensation, and Employee Benefits$399,478
Total Fundraising Expense$121,819
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$198,680$78,224$90,343$367,247
Depreciation Depletion$81,423$31,407$5,689$118,519
Office Expenses$52,244$20,152$3,650$76,046
Occupancy$32,079$12,374$2,241$46,695
Insurance$22,920$8,841$1,601$33,362
Payroll Taxes$16,339$6,433$7,429$30,201
Fees for Services Accounting-$29,518-$29,518
Advertising$19,512$7,527$1,363$28,402
Interest$18,411$7,102$1,286$26,799
Fees for Service Investment Mgmnt Fees-$18,294-$18,294
Other Expenses$8,514$42,609$7,718$8,514
Fees for Services Other$7,555--$7,555
Other Employee Benefits$1,098$432$499$2,030
Total Functional Expenses$582,051$262,913$121,819$966,785
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$44,745
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$93,697$93,697$38,674$55,023
Ghost Tours$11,430$11,430$4,392$7,038
Total Events$116,177$116,177$44,745$71,432
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The Form 990 is reviewed with the Board of Directors before filing.

Form 990, Part VI, Section C, Line 19

The governing documents conflict of interest policy and financial statements are available on request.

Filing and Contact Details

Filer

Filer Name
Keeler Tavern Preservation Society Inc
EIN
06-6076244
Phone
2034385485
Address
152 MAIN STREET, RIDGEFIELD, CT 06877
Doing Business As
Keeler Tavern Museum & History Center

Signing Officer

Name
Paul Schmidt
Title
Treasurer
Phone
2034385485
Signed
2025-02-20
Discuss with paid preparer
Yes

Organization Details

Formed
1965
Legal Domicile
Ct
Voting Board Members
11
Independent Board Members
11
Employees
22

Preparer

Firm
Robert J Creamer Pc
Address
412 MAIN STREET, RIDGEFIELD, CT 06877
Preparer
Robert J Creamer Esq
Phone
2034383033
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4B

Keeler Tavern Museum History Center supports humanities engagement for cultural, educational and general public sectors. We use the diverse stories of the site to connect past and present, local and national. Our site anchors the southern edge of the Cultural District in Ridgefield, the first such district in Connecticut, emphasizing the humanities importance as an economic driver. We have strong community relationships and a reputation as a reliable history resource and gathering space. Our robust school programs serve about 2,000 students our public programs are highly collaborative and well-attended and community events such as Music at the Museum, the HandsOnHistory exhibit, Battle of Ridgefield commemoration, and Fourth of July festivities bring thousands of visitors to our site each year. We offer many free programs to the public, and we have an established Equitable Access Initative that provides free school programming to students from under-resourced school districts. Recently, a significant National Endowement for the Humanities grant funded a major reinterpreatation initiative at our site, allowing us to reexamine the stories we tell at our site, priortizing stories and voices of those who have previously been marginalized and/or underrepresented. We have also undertaken ongoing training to support our commitment to diversity, equity, access, and inclusion and board development. Drawing on its collections and stories, the site serves area schools with programs that map to state standards for social studies and STEM curriculum. Our education staff continues to grow school programs. During the fiscal year, hundreds of children - including underserved students from Bridgeport and Danbury - participated in immersive half and full day programs on site, virtually, or through outreach. In the summer, Keeler Kids programming provides opportunites for kids to learn about local history in fun, engaging ways.

Form 990, Part I, Line 1

Keeler Tavern Museum History Center preserves and protects the physical and intellectual assets of its 300-year-old historic site so that they can be used, on the campus or through programs of outreach, to further widespread knowledge and understanding of United States history.

Form 990, Part III, Line 1

Keeler Tavern Museum History Center preserves and interprets our sites historic buildings, robust collections, and diverse stories, creating a space for ongoing learning and open dialogue about how the events of the past connect to the present and shape our future. We strive to be a trusted and dynamic center of learning, committed to building the narrative about our sites and nations history. we aim to promote engagement, curiosity, and critical thinking about the varied experiences that have shaped- and continue to shape - our communities.

Financial Statement Notes

III 4

Keeler tavern museum history center perserves, maintains and protects the 8,000 items in our archives and collections that speak to our sites hundreds of years of history. Our archival materials include 18th-century ledgers, engravings, and receipts 19th-century diaries, broadsides, and portraits and early 20th-century architectural blueprints, journals, and photographs. Our collections strengths include a wide assortment of 18th and 19th-century farming and household tools china and earthenware early 20th-century textiles. And more. We are also kown for the authentic british cannonball lodged in our museums corner post - a relic of the 1777 battle of ridgefield in the revoluntionary war.

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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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