Civic Intelligence

New Hartford Historical Society Inc

EIN 23-7329112 • 501(c)3 • New Hartford, CT

Profile

To exhibit and preserve materials related to the history of New Hartford, CT.

PO Box 41New Hartford, CT 06057

www.newhartfordcthistory.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

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

Liabilities / Revenue

35th percentile

0.00x

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

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

Net Margin

18th percentile

-17%

Higher net margin than 18% 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

58th percentile

6.7%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

4th percentile

-63%

Faster revenue growth than 4% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$964,619

Up $60,643 (+6.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$964,619

Up $60,643 (+6.7%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin18th percentile

Revenue

Down

$33,925

Down $58,684 (-63%) from 2023

Expenses

Up

$39,580

Up $3,441 (+9.5%) from 2023

Net Income

Down

-$5,655

Down $62,125 (-110%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$1.0M$500K$0Assets 2017: $840,174Liabilities 2017: $0Net Assets 2017: $840,1742017Assets 2018: $827,922Liabilities 2018: $0Net Assets 2018: $827,9222018Assets 2019: $310,803Liabilities 2019: $0Net Assets 2019: $310,8032019Assets 2020: $295,026Liabilities 2020: $0Net Assets 2020: $295,0262020Assets 2021: $927,360Liabilities 2021: $0Net Assets 2021: $927,3602021Assets 2022: $810,813Liabilities 2022: $0Net Assets 2022: $810,8132022Assets 2023: $903,976Liabilities 2023: $0Net Assets 2023: $903,9762023Assets 2024: $964,619Liabilities 2024: $0Net Assets 2024: $964,6192024

Highlighted filing

2024

Assets$964,619
Liabilities$0
Net Assets$964,619
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2017: $357,188Expenses 2017: $18,489Net Income 2017: $338,6992017Revenue 2018: $23,842Expenses 2018: $36,094Net Income 2018: -$12,2522018Revenue 2019: $32,675Expenses 2019: $549,794Net Income 2019: -$517,1192019Revenue 2020: $6,540Expenses 2020: $22,317Net Income 2020: -$15,7772020Revenue 2021: $29,832Expenses 2021: $38,386Net Income 2021: -$8,5542021Revenue 2022: $52,035Expenses 2022: $41,373Net Income 2022: $10,6622022Revenue 2023: $92,609Expenses 2023: $36,139Net Income 2023: $56,4702023Revenue 2024: $33,925Expenses 2024: $39,580Net Income 2024: -$5,6552024

Highlighted filing

2024

Revenue$33,925
Expenses$39,580
Net Income-$5,655
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$964,619
Liabilities
$0
Net assets
$964,619
Revenue
$33,925
Expenses
$39,580
Net income
-$5,655
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.65$0.00$9.65$0.34$0.40$0.06
2023Detailed filing. Detailed filing data is available for this year.$9.04$0.00$9.04$0.93$0.36$0.56
2022Detailed filing. Detailed filing data is available for this year.$8.11$0.00$8.11$0.52$0.41$0.11
2021Detailed filing. Detailed filing data is available for this year.$9.27$0.00$9.27$0.30$0.38$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.07$0.22$0.16
2019Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.33$5.50$5.17
2018Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$0.24$0.36$0.12
2017Detailed filing. Detailed filing data is available for this year.$8.40$0.00$8.40$3.57$0.18$3.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 29, 2025
Return Version
2024v5.2
Gross Receipts
$33,925
Mission and Program Overview

Mission

To exhibit and preserve materials related to the history of New Hartford, CT.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$108,319$104,860▼ $3,459
Cash and Non-Interest-Bearing Accounts$6,632$7,943▲ $1,311
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$903,976$964,619▲ $60,643
Other Assets Total$789,025$851,816▲ $62,791
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$903,976$964,619▲ $60,643
Total Net Assets Fund Balance$903,976$964,619▲ $60,643
Total Liabilities and Net Assets / Fund Balance$903,976$964,619▲ $60,643

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$4,814$4,814
Land$0-$0
Other Assets Org$750--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$788,274-▲ $90,432$20,000$851,066
2023$674,636-▲ $121,121-$788,274
2022$775,107-▼ $89,820-$674,636
2021$614,316$120,000▲ $52,322-$775,107
2020$531,846$25▲ $93,607-$614,316
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Christopher SihpolPresident
Anne BaileyDirector
Donna HowardDirector
Donna LaplanteDirector
Heather RankinDirector
James CastonguayDirector
Margo KrimmelDirector
Patricia BrettDirector
Virginia WorrestDirector
Anne HallSecretary
Natalie SihpolTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,258
Program Service Revenue
$0
Investment Income
$29,667
Other Revenue
$0
All Other Contributions
$2,608
Change in Net Assets
$-5,655
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$39,580
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$22,200$0$0$22,200
Fees for Service Investment Mgmnt Fees$0$7,640$0$7,640
Insurance$1,234$1,233$0$2,467
Fees for Services Accounting$1,320$440$0$1,760
Information Technology$1,620$0$0$1,620
Office Expenses$507$103$0$610
Other Expenses$26$0$0$26
Total Functional Expenses$30,041$9,539$0$39,580
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
Filing and Contact Details

Filer

Filer Name
New Hartford Historical Society Inc
EIN
23-7329112
Phone
8603796894
Address
PO BOX 41, NEW HARTFORD, CT 06057

Signing Officer

Name
Natalie Sihpol
Title
Treasurer
Phone
8603796894
Signed
2025-05-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Natalie Sihpol
Formed
1973
Legal Domicile
Ct
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
William R Scoville CPA LLC
Address
373 HOPMEADOW ST PO BOX 266, WEATOGUE, CT 06089
Preparer
William R Scoville CPA
Phone
8606587575
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

“The president and the treasurer are married.”

Pt VI, Line 6

“Individuals who pay an annual fee are members.”

Pt VI, Line 11B

“The treasurer reviews the tax return and compares it to the books of original entry to check for completeness and accuracy.”

Pt VI, Line 19

“Governing documents and forms 990 are available to the public upon request.”

Financial Statement Notes

Pt V, Line 4

“The societys endowment was establised to help fund the operations and capital improvements of the society.”

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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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IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0NATALIE SIHPOL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04380
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt088229
IRS990/PYOtherExpensesAmt036139
IRS990/PYRevenuesLessExpensesAmt056470
IRS990/PYTotalExpensesAmt036139
IRS990/PYTotalRevenueAmt092609
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-5655
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0208
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03783
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04380
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06498
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0592
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0265
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015518
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt026490
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt025071
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011609
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06967
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06275
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt076412
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.16880
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.38370
IRS990ScheduleA/PublicSupportTotal170Amt015518
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03783
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04380
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06498
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0592
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0265
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015518
IRS990ScheduleA/TotalSupportAmt091930
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt07640
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0788274
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0851066
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt090432
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt020000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt07483
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0674636
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0788274
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0121121
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt010651
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0775107
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0674636
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-89820
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt011531
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0614316
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0120000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0775107
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt052322
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt011162
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0531846
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt025
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0614316
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt093607
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04814
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04814
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0851066
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt10
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2750
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0AGENCY ENDOWMENT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ROUNDING
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2SECURITY DEPOSIT
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SOCIETYS ENDOWMENT WAS ESTABLISED TO HELP FUND THE OPERATIONS AND CAPITAL IMPROVEMENTS OF THE SOCIETY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0851816
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT AND THE TREASURER ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INDIVIDUALS WHO PAY AN ANNUAL FEE ARE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TREASURER REVIEWS THE TAX RETURN AND COMPARES IT TO THE BOOKS OF ORIGINAL ENTRY TO CHECK FOR COMPLETENESS AND ACCURACY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS AND FORMS 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0903976
IRS990/TotalAssetsEOYAmt0964619
IRS990/TotalAssetsGrp/BOYAmt0903976
IRS990/TotalAssetsGrp/EOYAmt0964619
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt04258
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09539
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt030041
IRS990/TotalFunctionalExpensesGrp/TotalAmt039580
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0903976
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0964619
IRS990/TotalProgramServiceExpensesAmt030041
IRS990/TotalRevenueGrp/ExclusionAmt029667
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt033925
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0903976
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0964619
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false

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