Civic Intelligence

Milford Hist Soc

EIN 06-6358697 • 501(c)3 • Milford, CT

Profile

To collect and preserve milford antiquities and to encourage historical investigation.

34 High StreetMilford, CT 06460

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

88th percentile

48%

Higher net margin than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

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 2025

Asset Growth

61st percentile

7.7%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

92nd percentile

119%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$2,382,600

Up $279,418 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,382,600

Up $279,418 (+13%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin88th percentile

Revenue

Up

$120,561

Up $21,392 (+22%) from 2023

Expenses

Up

$167,347

Up $100,458 (+150%) from 2023

Net Income

Down

-$46,786

Down $79,066 (-245%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $559,311Liabilities 2011: $0Net Assets 2011: $559,3112011Assets 2012: $450,460Liabilities 2012: $0Net Assets 2012: $450,4602012Assets 2013: $511,390Liabilities 2013: $0Net Assets 2013: $511,3902013Assets 2014: $488,718Liabilities 2014: $0Net Assets 2014: $488,7182014Assets 2015: $480,686Liabilities 2015: $0Net Assets 2015: $480,6862015Assets 2016: $540,464Liabilities 2016: $0Net Assets 2016: $540,4642016Assets 2017: $529,583Liabilities 2017: $0Net Assets 2017: $529,5832017Assets 2018: $538,374Liabilities 2018: $0Net Assets 2018: $538,3742018Assets 2019: $516,392Liabilities 2019: $0Net Assets 2019: $516,3922019Assets 2020: $532,363Liabilities 2020: $0Net Assets 2020: $532,3632020Assets 2021: $2,230,606Liabilities 2021: $0Net Assets 2021: $2,230,6062021Assets 2022: $2,082,937Liabilities 2022: $0Net Assets 2022: $2,082,9372022Assets 2023: $2,103,182Liabilities 2023: $0Net Assets 2023: $2,103,1822023Assets 2024: $2,382,600Liabilities 2024: $0Net Assets 2024: $2,382,6002024

Highlighted filing

2024

Assets$2,382,600
Liabilities$0
Net Assets$2,382,600
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $32,021Expenses 2011: $29,403Net Income 2011: $2,6182011Revenue 2012: $40,570Expenses 2012: $131,941Net Income 2012: -$91,3712012Revenue 2013: $160,824Expenses 2013: $100,000Net Income 2013: $60,8242013Revenue 2014: $46,955Expenses 2014: $69,385Net Income 2014: -$22,4302014Revenue 2015: $56,147Expenses 2015: $64,179Net Income 2015: -$8,0322015Revenue 2016: $90,781Expenses 2016: $31,003Net Income 2016: $59,7782016Revenue 2017: $56,472Expenses 2017: $67,353Net Income 2017: -$10,8812017Revenue 2018: $63,543Expenses 2018: $54,752Net Income 2018: $8,7912018Revenue 2019: $73,915Expenses 2019: $95,897Net Income 2019: -$21,9822019Revenue 2020: $76,901Expenses 2020: $60,930Net Income 2020: $15,9712020Revenue 2021: $1,630,805Expenses 2021: $38,790Net Income 2021: $1,592,0152021Revenue 2022: $183,919Expenses 2022: $48,283Net Income 2022: $135,6362022Revenue 2023: $99,169Expenses 2023: $66,889Net Income 2023: $32,2802023Revenue 2024: $120,561Expenses 2024: $167,347Net Income 2024: -$46,7862024

Highlighted filing

2024

Revenue$120,561
Expenses$167,347
Net Income-$46,786
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,382,600
Liabilities
$0
Net assets
$2,382,600
Revenue
$120,561
Expenses
$167,347
Net income
-$46,786
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.12$0.17$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.10$0.07$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.18$0.05$0.14
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$0.00$2.23$1.63$0.04$1.59
2020Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.08$0.06$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.07$0.10$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$0.06$0.05$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.06$0.07$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$0.09$0.03$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.00$0.48$0.06$0.06$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.05$0.07$0.02
2013Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$0.16$0.10$0.06
2012Summary only. Only limited summary data is available for this year.$0.45$0.00$0.45$0.04$0.13$0.09
2011Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$0.03$0.03$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Nov 30, 2024
Return Version
2023v5.1
Gross Receipts
$160,078
Mission and Program Overview

Mission

To collect and preserve Miford, Connecticut antiquities and to encourage historical investigation.

To collect and preserve Milford, Connecticut antiquities and to encourage historical investigation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,103,182$2,382,600▲ $279,418
Investments in Publicly Traded Securities$1,727,638$2,084,970▲ $357,332
Savings and Temporary Cash Investments$371,938$224,914▼ $147,024
Cash and Non-Interest-Bearing Accounts$3,606$72,716▲ $69,110
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$2,103,182$2,382,600▲ $279,418
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,103,182$2,382,600▲ $279,418
Total Liabilities and Net Assets / Fund Balance$2,103,182$2,382,600▲ $279,418
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Christopher BishopPresident
Helen LaPlant1st Vice President
Dianne Zazzera2nd Vice President
Jenn LugusCorrespondence Secretary
Roseanne HoaglandRecording Secretary
Geoff ViscountTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$31,324
Program Service Revenue
$17,348
Investment Income
$71,889
Other Revenue
$0
All Other Contributions
$28,579
Change in Net Assets
$-46,786
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$167,247
Grants and Similar Amounts Paid$100
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$5,670$5,669-$11,339
Insurance$8,922--$8,922
Occupancy$3,419$3,418-$6,837
Fees for Services Legal-$5,181-$5,181
Fees for Services Accounting$2,250$2,250-$4,500
Advertising$1,413--$1,413
Fees for Services Other$50$622-$672
Grants to Domestic Orgs$100--$100
Office Expenses-$96-$96
Other Expenses$70$2,670-$70
Total Functional Expenses$147,441$19,906$0$167,347
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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 Organizaton's President and Treasurer reviews the for 990 before it is filed.”

Form 990, Part VI, Section C, line 19

“The Organization makes its governing documents, conflict of interest policy, and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
The Milford Historical Society
EIN
06-6358697
Phone
2038742664
Address
34 High Street, Milford, CT 06460

Signing Officer

Name
Christopher Bishop
Title
President
Phone
2038742664
Signed
2024-11-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Bishop
Formed
1930
Legal Domicile
Ct
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
25

Preparer

Firm
Michael J Paolini CPA
Address
174 Cherry Street, Milford, CT 06460
Phone
2038760445
Raw XML Appendix358 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/Desc0The Organization has multiple programs to help individuals experience the historical culture of Milford, Connecticut. The Organization has several historic houses including the Eells-Stow house, the Clark-Stockage house, and the Bryan-Downs house which are open to the public. The herb garden and the herbcrafters who care for it, care from a seventeenth century herb garden on the property of the Eells-Stow house. In addition to the collections of the society, the Organization sponsors activities for the community.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Correspondence Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt31st Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt42nd Vice President
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0The Organization educates the general public through free tours of our three historic houses and special exhibits. We are open weekends during the summer and by appointment the rest of the year. We also provide special tours for school children during the year. We have bimonthly meetings with speakers about history that are free and open to the public. We also respond to questions and inquiries presented to us. The Society receives support from the community and we actively pursue grants and contributions from our members and the general public.
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt024284
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt026293
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0310857
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt042168
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.26030
IRS990ScheduleA/PublicSupportPY170Pct00.27630
IRS990ScheduleA/PublicSupportTotal170Amt0123787
IRS990ScheduleA/SubstantialContributorsTotAmt040976
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt031324
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt029224
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt054235
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt028964
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt021016
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0164763
IRS990ScheduleA/TotalSupportAmt0475620
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Organizaton's President and Treasurer reviews the for 990 before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Organization makes its governing documents, conflict of interest policy, and financial statements available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02103182
IRS990/TotalAssetsEOYAmt02382600
IRS990/TotalAssetsGrp/BOYAmt02103182
IRS990/TotalAssetsGrp/EOYAmt02382600
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt031324
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019906
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0147441
IRS990/TotalFunctionalExpensesGrp/TotalAmt0167347
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02103182
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02382600
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0147441
IRS990/TotalProgramServiceRevenueAmt017348
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt089237
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0120561
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02103182
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02382600
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt034 High Street
IRS990/USAddress/CityNm0Milford
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006460
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0www.milfordhistoricalsociety.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Christopher Bishop
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02038742664
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Milford Historical Society
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Incorporated
ReturnHeader/Filer/BusinessNameControlTxt0MILF
ReturnHeader/Filer/EIN0066358697
ReturnHeader/Filer/PhoneNum02038742664
ReturnHeader/Filer/USAddress/AddressLine1Txt034 High Street
ReturnHeader/Filer/USAddress/CityNm0Milford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006460
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061281956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michael J Paolini CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0174 Cherry Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006460
ReturnHeader/PreparerPersonGrp/PhoneNum02038760445
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-23T06:51:48-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-05-01
ReturnHeader/TaxPeriodEndDt02024-04-30
ReturnHeader/TaxYr02023

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