Civic Intelligence

The Guilford Keeping Society

EIN 23-7266545 • 501(c)3 • Guilford, CT

Profile

To foster appreciation of early New England family values and to raise awareness of the rich and varied legacy of early New England homes in the community.

PO Box 363Guilford, CT 06437

www.guilfordkeepingsociety.com

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

36th percentile

0.00x

Higher debt load relative to revenue than 36% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

16th percentile

-20%

Higher net margin than 16% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

35th percentile

-2.3%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

21%

Faster revenue growth than 67% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$585,934

Down $14,095 (-2.3%) from 2023

Liabilities

Flat

$27

Flat from 2023

Net Assets

Down

$585,907

Down $14,095 (-2.3%) from 2023

Revenue

Up

$71,537

Up $12,435 (+21%) from 2023

Expenses

Down

$85,632

Down $2,919 (-3.3%) from 2023

Net Income

Up

-$14,095

Up $15,354 (+52%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0-$200KAssets 2013: $583,539Liabilities 2013: $2,924Net Assets 2013: $580,6152013Assets 2014: $608,784Liabilities 2014: $1,712Net Assets 2014: $607,0722014Assets 2016: $624,619Liabilities 2016: -$353Net Assets 2016: $624,9722016Assets 2017: $637,317Liabilities 2017: $0Net Assets 2017: $637,3172017Assets 2018: $640,135Liabilities 2018: $18Net Assets 2018: $640,1172018Assets 2019: $605,838Liabilities 2019: $0Net Assets 2019: $605,8382019Assets 2020: $581,258Liabilities 2020: $0Net Assets 2020: $581,2582020Assets 2021: $576,325Liabilities 2021: $0Net Assets 2021: $576,3252021Assets 2022: $629,563Liabilities 2022: $27Net Assets 2022: $629,5362022Assets 2023: $600,029Liabilities 2023: $27Net Assets 2023: $600,0022023Assets 2024: $585,934Liabilities 2024: $27Net Assets 2024: $585,9072024

Highlighted filing

2024

Assets$585,934
Liabilities$27
Net Assets$585,907

Operations Trend

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

$150K$100K$50K$0-$50K-$100KExpenses 2013: $35,7032013Revenue 2014: $29,833Expenses 2014: $29,053Net Income 2014: $7802014Revenue 2016: $92,245Expenses 2016: $95,243Net Income 2016: -$2,9982016Revenue 2017: $113,405Expenses 2017: $100,016Net Income 2017: $13,3892017Revenue 2018: $90,771Expenses 2018: $74,317Net Income 2018: $16,4542018Revenue 2019: $62,880Expenses 2019: $118,346Net Income 2019: -$55,4662019Revenue 2020: $20,066Expenses 2020: $44,646Net Income 2020: -$24,5802020Revenue 2021: $71,132Expenses 2021: $76,065Net Income 2021: -$4,9332021Revenue 2022: $105,606Expenses 2022: $89,663Net Income 2022: $15,9432022Revenue 2023: $59,102Expenses 2023: $88,551Net Income 2023: -$29,4492023Revenue 2024: $71,537Expenses 2024: $85,632Net Income 2024: -$14,0952024

Highlighted filing

2024

Revenue$71,537
Expenses$85,632
Net Income-$14,095

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.86$0.00$5.86$0.72$0.86$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.00$0.00$6.00$0.59$0.89$0.29
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.30$0.00$6.30$1.06$0.90$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.76$0.00$5.76$0.71$0.76$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.81$0.00$5.81$0.20$0.45$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.06$0.00$6.06$0.63$1.18$0.55
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.40$0.00$6.40$0.91$0.74$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.37$0.00$6.37$1.13$1.00$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.25$0.00$6.25$0.92$0.95$0.03
2014Detailed filing. Detailed filing data is available for this year.$6.09$0.02$6.07$0.30$0.29$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.84$0.03$5.81$0.36
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Feb 9, 2019
Return Version
2017v2.2
Gross Receipts
$93,603
Mission and Program Overview

Mission

To foster appreciation of early new england family values and to raise awareness of the rich and varied legacy of early new england homes in the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$630,582$621,697▼ $8,885
Cap Stk Tr Prin Current Funds-$585,433-
Rtn Earn Endowment Incm Other Fnds$637,317$38,623▼ $598,694
Pd in Cap Srpls Land Bldg Eqp Fund-$16,061-
Cash and Non-Interest-Bearing Accounts$327$12,070▲ $11,743
Land, Buildings, and Equipment, Net$6,368$6,368→ $0
Accounts Receivable$40--
Total Assets$637,317$640,135▲ $2,818
Liabilities
Accounts Payable and Accrued Expenses-$18-
Total Liabilities$0$18▲ $18
Net Assets / Fund Balance
Total Net Assets Fund Balance$637,317$640,117▲ $2,800
Total Liabilities and Net Assets / Fund Balance$637,317$640,135▲ $2,818

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,368-$6,368
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert HartmannPresident
Frances SwietlickiVice President
Hope RyanCorresponding Secretary
Patricia LovelaceCurator
Susan StoddardRecording Secretary
Thomas Black JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$47,791
Program Service Revenue
$0
Investment Income
$44,912
Other Revenue
$-1,932
Change in Net Assets
$16,454
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$50,159
Salaries, Compensation, and Employee Benefits$24,158
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$17,145--$17,145
All Other Expenses$11,003--$11,003
Insurance$8,048--$8,048
Fees for Services Accounting$5,560--$5,560
Occupancy$5,228--$5,228
Payroll Taxes-$4,948-$4,948
Office Expenses$3,350--$3,350
Comp Disqual Persons$2,065--$2,065
Fees for Service Investment Mgmnt Fees$1,642--$1,642
Fees for Services Other$994--$994
Conferences and Meetings$733--$733
Other Expenses$160--$160
Advertising$100--$100
Total Functional Expenses$69,369$4,948$0$74,317
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Direct Expenses$781
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Beer Tasting$7,273$7,273$2,137$5,136
Mystery Tour$5,400$5,400$571$4,829
Total Events$12,673$12,673$2,708$9,965
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Laura HartmannWife of OfficerBookkeeping Services Per Part Ix Line 11fNo$5,560
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

No audit was conducted this year.

Conflict of interest policy compliance Part VI line 12C

All Board Members read, sign and are in compliance with the Conflict of Interest Policy.

CEO executive director top management comp Part VI line 15A

No compensation is paid to any Board Member, Director, Management or Member other than the Museum Curator and Docents.

Other officer or key employee compensation Part VI line 15B

Key Employee Museum Curator submits hours for payment and is the only fairly regular recipient of compensation. Docents receive occasional compensation depending on season and event.

Governing documents etc available to public Part VI line 19

Governing documents are available to the public. Interested board members and the public may review the copy of form 990 held by the treasurer.

Filing and Contact Details

Filer

Filer Name
The Guilford Keeping Society
EIN
23-7266545
Address
PO BOX 363, GUILFORD, CT 06437
Doing Business As
The Guilford Keeping Society

Signing Officer

Name
Robert J Hartmann Jr
Title
President
Phone
2034538925
Signed
2019-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Hartmann
Formed
1947
Legal Domicile
Ct
Voting Board Members
19
Independent Board Members
19
Employees
1
Volunteers
25

Preparer

Firm
The Hartmann Group
Address
705 Boston Post Road, Guilford, CT 06437
Preparer
Robert Hartmann
Phone
2034538925
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

INSURANCE TOTALS $8956

List of other expenses Part IX line 24E

Beer tasting 2168education 1363memorial day picnic 2456mystery tour 571ornaments 2469quarry tour 209tag sale 310wine tasting 676other 781

Raw XML AppendixShowing 400 of 414 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/BooksInCareOfDetail/USAddress/CityNm0GUILFORD
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IRS990/BooksInCareOfDetail/USAddress/ZIPCd006437
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IRS990/CollectionsOfArtInd0true
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IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0733
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt031725
IRS990/CostOfGoodsSoldAmt02051
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt047791
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IRS990/DescribedInSection501c3Ind0true
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IRS990/DistributionToDonorInd0false
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IRS990/DoingBusinessAsName/BusinessNameLine1Txt0THE GUILFORD KEEPING SOCIETY
IRS990/DonorAdvisedFundInd0false
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IRS990/EmployeeCnt01
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IRS990/EngagedInExcessBenefitTransInd0false
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IRS990/FederatedCampaignsAmt07691
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IRS990/ForeignActivitiesInd0false
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
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IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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IRS990/Form990PartVIISectionAGrp/PersonNm1HOPE RYAN
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IRS990/Form990PartVIISectionAGrp/PersonNm4THOMAS BLACK JR
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IRS990/Form990PartVIISectionAGrp/TitleTxt1CORRESPONDING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
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IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0General Explanation Attachment
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No audit was conducted this year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All Board Members read, sign and are in compliance with the Conflict of Interest Policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No compensation is paid to any Board Member, Director, Management or Member other than the Museum Curator and Docents.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Key Employee Museum Curator submits hours for payment and is the only fairly regular recipient of compensation. Docents receive occasional compensation depending on season and event.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC. INTERESTED BOARD MEMBERS AND THE PUBLIC MAY REVIEW THE COPY OF FORM 990 HELD BY THE TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE TOTALS $8956
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BEER TASTING 2168EDUCATION 1363MEMORIAL DAY PICNIC 2456MYSTERY TOUR 571ORNAMENTS 2469QUARRY TOUR 209TAG SALE 310WINE TASTING 676OTHER 781
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5List of other fees for services expenses Part IX line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6List of other expenses Part IX line 24e
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT J HARTMANN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02034538925
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GUILFORD KEEPING SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0GUIL
ReturnHeader/Filer/EIN0237266545
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 363
ReturnHeader/Filer/USAddress/CityNm0GUILFORD
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.234.65.119
ReturnHeader/FilingSecurityInformation/IPDt02019-02-10
ReturnHeader/FilingSecurityInformation/IPTm014:53:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454388302

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