Civic Intelligence

Milford Historical Society Trust Ua 9519001900

990 • Fiscal year 2017 • EIN 06-6358697

May 01, 2016 to Apr 30, 2017 • Filed on Jan 27, 2018

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

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

14th percentile

-19%

Higher net margin than 14% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

51st percentile

$7,695

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

32nd percentile

-2.0%

Faster asset growth than 32% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-38%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$529,583

Down $10,881 (-2.0%) from 2016

Net Assets

Down

$529,583

Down $10,881 (-2.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$56,472

Down $34,309 (-38%) from 2016

Expenses

Up

$67,353

Up $36,350 (+117%) from 2016

Net Income

Down

-$10,881

Down $70,659 (-118%) from 2016

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

2017

Assets$529,583
Liabilities$0
Net Assets$529,583

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

2017

Revenue$56,472
Expenses$67,353
Net Income-$10,881
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Jan 27, 2018
Return Version
2016v3.0
Gross Receipts
$259,923
Mission and Program Overview

Mission

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

The Milford Historical Society is a non-profit organization open to all people interested in the unique history of Milford Connecticut. Our mission is to collect and preserve Milford antiquities, to encourage historical investigation, and to disseminate historical information.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$511,390$511,390→ $0
Investments in Publicly Traded Securities$432,237$444,405▲ $12,168
Savings and Temporary Cash Investments$81,310$68,818▼ $12,492
Rtn Earn Endowment Incm Other Fnds$29,074$18,193▼ $10,881
Cash and Non-Interest-Bearing Accounts$26,917$16,360▼ $10,557
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$540,464$529,583▼ $10,881
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$540,464$529,583▼ $10,881
Total Liabilities and Net Assets / Fund Balance$540,464$529,583▼ $10,881
Compensation and Service Providers

Employees

NameTitleBaseTotal
Barbara Santa BarbaraTrustee$7,695$7,695

Board Members and Trustees

NameTitle
Helen Wilde LaplantPresident
-Correspondence Secretary
Rosanne HoaglandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$18,530
Program Service Revenue
$3,756
Investment Income
$24,372
Other Revenue
$9,814
All Other Contributions
$14,295
Change in Net Assets
$-10,881
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$59,658
Salaries, Compensation, and Employee Benefits$7,695
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy-$35,345-$35,345
Insurance-$8,368-$8,368
Current Officers, Directors, Trustees, and Key Employees$1,924$5,771-$7,695
Fees for Services Accounting-$2,500-$2,500
All Other Expenses-$859-$859
Other Expenses-$602-$602
Total Functional Expenses$1,924$65,429$0$67,353
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$3,813
Fundraising Direct Expenses$2,075
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 B, line 11B

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
Helen Wilde Laplant
Title
Treasurer
Phone
2038742664
Signed
2018-01-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Helen Wilde Laplant
Formed
1930
Legal Domicile
Ct
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Marcum LLP
Address
555 Long Wharf Drive 12th Floor, New Haven, CT 06511
Preparer
David L Reynolds
Phone
2037819600
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DRAFT FORM 990 IS REVIEWED BY THE PRESIDENT AND TREASURER BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE TO THE PUBLIC 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/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0540464
IRS990/TotalAssetsEOYAmt0529583
IRS990/TotalAssetsGrp/BOYAmt0540464
IRS990/TotalAssetsGrp/EOYAmt0529583
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt018530
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt065429
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01924
IRS990/TotalFunctionalExpensesGrp/TotalAmt067353
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0540464
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0529583
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01924
IRS990/TotalProgramServiceRevenueAmt03756
IRS990/TotalReportableCompFromOrgAmt07695
IRS990/TotalRevenueGrp/ExclusionAmt032110
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05832
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt056472
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0540464
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0529583
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/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Helen Wilde Laplant
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02038742664
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-27
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/FilingSecurityInformation/AtSubmissionCreationDeviceId076C8BA708F9DDE7C1ADBF0538CEE35D840A322D5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E842B66B8AA58C3CA34D900283CC726232B630B1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.19.127.190
ReturnHeader/FilingSecurityInformation/IPDt02018-01-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm016:00:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Marcum LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 Long Wharf Drive 12th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Haven
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006511
ReturnHeader/PreparerPersonGrp/PhoneNum02037819600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David L Reynolds
ReturnHeader/ReturnTs02018-02-15T13:14:52-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-05-01
ReturnHeader/TaxPeriodEndDt02017-04-30
ReturnHeader/TaxYr02016

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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $500k-$1M nonprofits