Civic Intelligence

Milford Historical Society Trust Ua 9519001900

990 • Fiscal year 2015 • EIN 06-6358697

May 01, 2014 to Apr 30, 2015 • Filed on Jan 22, 2016

34 High StreetMilford, CT 06460

(203) 874-2664

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

19th percentile

-14%

Higher net margin than 19% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

78th percentile

$6,783

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 12.1% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

42nd percentile

-1.6%

Faster asset growth than 42% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$480,686

Down $8,032 (-1.6%) from 2014

Net Assets

Down

$480,686

Down $8,032 (-1.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$56,147

Up $9,192 (+20%) from 2014

Expenses

Down

$64,179

Down $5,206 (-7.5%) from 2014

Net Income

Up

-$8,032

Up $14,398 (+64%) from 2014

Historical Trend

Balance Sheet Trend

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

$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

2015

Assets$480,686
Liabilities$0
Net Assets$480,686

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$56,147
Expenses$64,179
Net Income-$8,032
Jump To
Filing Snapshot
Filing Period
May 1, 2014 to Apr 30, 2015
Signed
Jan 22, 2016
Return Version
2014v6.0
Gross Receipts
$58,255
Mission and Program Overview

Mission

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

Invest assets collect income and distribute income in accordance with the trust instrument to the milford historical society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$511,390$511,390→ $0
Investments in Publicly Traded Securities$373,076$373,076→ $0
Savings and Temporary Cash Investments$69,831$90,983▲ $21,152
Cash and Non-Interest-Bearing Accounts$45,811$16,627▼ $29,184
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-22,672$-30,704▼ $8,032
Total Assets$488,718$480,686▼ $8,032
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$488,718$480,686▼ $8,032
Total Liabilities and Net Assets / Fund Balance$488,718$480,686▼ $8,032
Compensation and Service Providers

Employees

NameTitleBaseTotal
Arthur StoweTrustee$6,783$6,783

Board Members and Trustees

NameTitle
Barbara Santa BarbaraPresident
Angela Kasparek1st Vice President
Meredith StoweSecretary
-Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$17,148
Program Service Revenue
$4,941
Investment Income
$25,566
Other Revenue
$8,492
All Other Contributions
$13,728
Change in Net Assets
$-8,032
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$57,396
Salaries, Compensation, and Employee Benefits$6,783
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy-$36,592-$36,592
Insurance-$7,337-$7,337
Current Officers, Directors, Trustees, and Key Employees$1,696$5,087-$6,783
All Other Expenses$1,527$1,497-$3,024
Fees for Services Accounting-$2,000-$2,000
Other Expenses-$1,234-$1,234
Total Functional Expenses$3,223$60,956$0$64,179
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$3,363
Fundraising Direct Expenses$2,108
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 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 A, Line 2

FAMILY RELATIONSHIP

Form 990, Part VI, Section B, Line 11

The draft form 990 is reviewed by the president and treasurer before it is filed.

Form 990, Part VI, Section C, Line 19

Available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Milford Hist Soc
EIN
06-6358697
Phone
2038742664
Address
34 HIGH STREET, MILFORD, CT 06460

Signing Officer

Name
Arthur Stowe
Title
President
Phone
2038742664
Signed
2016-01-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Arthur Stowe
Formed
1930
Legal Domicile
Ct
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
50

Preparer

Firm
Marcum Llp
Address
555 LONG WHARF DRIVE, NEW HAVEN, CT 06511
Preparer
David L Reynolds
Phone
2037771099
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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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IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237248319
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MILFORD HISTORICAL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt00
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/ExplanationTxt0FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE DRAFT FORM 990 IS REVIEWED BY THE PRESIDENT AND TREASURER BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0488718
IRS990/TotalAssetsEOYAmt0480686
IRS990/TotalAssetsGrp/BOYAmt0488718
IRS990/TotalAssetsGrp/EOYAmt0480686
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt017148
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt060956
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03223
IRS990/TotalFunctionalExpensesGrp/TotalAmt064179
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0488718
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0480686
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03223
IRS990/TotalProgramServiceRevenueAmt04941
IRS990/TotalReportableCompFromOrgAmt06783
IRS990/TotalRevenueGrp/ExclusionAmt028571
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010428
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt056147
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0488718
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0480686
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt034 HIGH STREET
IRS990/USAddress/CityNm0MILFORD
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006460
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ARTHUR STOWE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02038742664
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILFORD HIST SOC
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/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 LONG WHARF DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW HAVEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006511
ReturnHeader/PreparerPersonGrp/PhoneNum02037771099
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L REYNOLDS
ReturnHeader/ReturnTs02016-01-28T10:15:28-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-05-01
ReturnHeader/TaxPeriodEndDt02015-04-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2015Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits