Civic Intelligence

The Connecticut River Foundation at Steamboat Dock Inc

990 • Fiscal year 2016 • EIN 23-7417579

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

Organization ProfileWWW.CTRIVERMUSEUM.ORG
67 Main StreetEssex, CT 06426

(860) 767-8269

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

23rd percentile

0.03x

Higher debt load relative to assets than 23% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

33rd percentile

0.09x

Higher debt load relative to revenue than 33% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

87th percentile

32%

Higher net margin than 87% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

47th percentile

1.0%

Faster asset growth than 47% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

24th percentile

-8.9%

Faster revenue growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$5,392,670

Up $50,928 (+1.0%) from 2015

Net Assets

Up

$5,257,493

Up $505,478 (+11%) from 2015

Liabilities

Down

$135,177

Down $454,550 (-77%) from 2015

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin87th percentile

Revenue

Down

$1,558,175

Down $151,770 (-8.9%) from 2015

Expenses

Down

$1,052,697

Down $999 (-0.1%) from 2015

Net Income

Down

$505,478

Down $150,771 (-23%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$10M$5.0M$0Assets 2011: $4,133,451Liabilities 2011: $79,296Net Assets 2011: $4,054,1552011Assets 2014: $5,332,350Liabilities 2014: $1,009,394Net Assets 2014: $4,322,9562014Assets 2015: $5,341,742Liabilities 2015: $589,727Net Assets 2015: $4,752,0152015Assets 2016: $5,392,670Liabilities 2016: $135,177Net Assets 2016: $5,257,4932016Assets 2017: $5,825,694Liabilities 2017: $120,339Net Assets 2017: $5,705,3552017Assets 2018: $6,364,977Liabilities 2018: $49,593Net Assets 2018: $6,315,3842018Assets 2019: $6,846,966Liabilities 2019: $124,223Net Assets 2019: $6,722,7432019Assets 2020: $6,792,813Liabilities 2020: $149,805Net Assets 2020: $6,643,0082020Assets 2021: $7,907,334Liabilities 2021: $163,576Net Assets 2021: $7,743,7582021Assets 2022: $7,859,723Liabilities 2022: $175,846Net Assets 2022: $7,683,8772022Assets 2023: $7,252,697Liabilities 2023: $148,327Net Assets 2023: $7,104,3702023Assets 2024: $7,742,535Liabilities 2024: $242,435Net Assets 2024: $7,500,1002024Assets 2025: $8,120,490Liabilities 2025: $407,740Net Assets 2025: $7,712,7502025

Highlighted filing

2016

Assets$5,392,670
Liabilities$135,177
Net Assets$5,257,493
Open 2016 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0Expenses 2011: $914,9092011Revenue 2014: $1,064,819Expenses 2014: $1,016,829Net Income 2014: $47,9902014Revenue 2015: $1,709,945Expenses 2015: $1,053,696Net Income 2015: $656,2492015Revenue 2016: $1,558,175Expenses 2016: $1,052,697Net Income 2016: $505,4782016Revenue 2017: $1,355,775Expenses 2017: $1,064,754Net Income 2017: $291,0212017Revenue 2018: $1,664,495Expenses 2018: $1,055,537Net Income 2018: $608,9582018Revenue 2019: $1,208,830Expenses 2019: $1,052,529Net Income 2019: $156,3012019Revenue 2020: $1,099,535Expenses 2020: $977,960Net Income 2020: $121,5752020Revenue 2021: $1,550,573Expenses 2021: $797,685Net Income 2021: $752,8882021Revenue 2022: $1,372,144Expenses 2022: $1,037,325Net Income 2022: $334,8192022Revenue 2023: $1,294,319Expenses 2023: $1,278,501Net Income 2023: $15,8182023Revenue 2024: $1,454,477Expenses 2024: $1,266,392Net Income 2024: $188,0852024Revenue 2025: $1,577,633Expenses 2025: $1,464,748Net Income 2025: $112,8852025

Highlighted filing

2016

Revenue$1,558,175
Expenses$1,052,697
Net Income$505,478
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$1,558,175
Mission and Program Overview

Mission

The mission of the connecticut river museum is to "lead in the study, preservation and celebration of the cultural and natural heritage of the river and its valley. By deepening understanding of the river's importance to past generations, the museum will inspire the stewardship of future generations."

To study, preserve and celebrate the culture and heritage of the connecticut river valley. The foundation operates a museum and library dedicated for this purpose.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,479,670$2,484,348▲ $4,678
Investments in Publicly Traded Securities$1,744,966$1,662,337▼ $82,629
Cash and Non-Interest-Bearing Accounts$264,704$377,754▲ $113,050
Inventories for Sale or Use$24,661$24,304▼ $357
Pledges and Grants Receivable$5,087$15,373▲ $10,286
Total Assets$5,341,742$5,392,670▲ $50,928
Other Assets Total$822,654$828,554▲ $5,900
Liabilities
Unsecured Notes Loans Payable$467,997--
Other Liabilities$84,763$107,076▲ $22,313
Accounts Payable and Accrued Expenses$36,967$28,101▼ $8,866
Total Liabilities$589,727$135,177▼ $454,550
Net Assets / Fund Balance
Unrestricted Net Assets$4,059,176$4,528,601▲ $469,425
Temporarily Rstr Net Assets$692,839$728,892▲ $36,053
Total Net Assets Fund Balance$4,752,015$5,257,493▲ $505,478
Total Liabilities and Net Assets / Fund Balance$5,341,742$5,392,670▲ $50,928

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,956,872$1,216,319$3,173,191
Land$372,719-$372,719
Buildings$76,361$320$76,681
Equipment$56,521$11,072$67,593
Leasehold Improvements$21,875$3,125$25,000
Other Assets Org$828,554--
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Mrs Joanne MasinChairperson
Mr Thomas WilcoxVice Chairma
Mr Peter PrichardVice-chair.
Alison BrinkmannBoard Member
Dean McchesneyBoard Member
Dr Allan RubensteinBoard Member
Eileen S AngeliniBoard Member
Linda DouglasBoard Member
Lisa LemonteBoard Member
Melody TierneyBoard Member
Mr Bruce LawrenceBoard Member
Mr Chester W KitchingsBoard Member
Mr Curtiss Johnson IiiBoard Member
Mr Hayden ReynoldsBoard Member
Mr Herbert T Clark IiiBoard Member
Mr Thomas KlinBoard Member
Mr Timothy W LynchBoard Member
Mr Tod CunninghamBoard Member
Mrs Brenda MilkofskyBoard Member
Peter CoombsBoard Member
Ramon GaulkeBoard Member
TERRANCE O'MALLEYBoard Member
Vicky WintererBoard Member
Mrs Gail L TubbsSecretary
Robert M Annon JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,178,948
Program Service Revenue
$328,313
Investment Income
$50,914
Other Revenue
$0
All Other Contributions
$1,118,801
Change in Net Assets
$505,478

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,558,175
Total Revenue per Audited Statements
$1,558,175
Total Revenue per Form 990
$1,558,175
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$605,462
Salaries, Compensation, and Employee Benefits$447,235
Total Fundraising Expense$106,496
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$254,671$97,708$29,895$382,274
All Other Expenses$163,212$20,305$10,031$193,548
Depreciation Depletion$95,021--$95,021
Other Expenses$50,989-$2,783$53,772
Payroll Taxes$27,832$5,567$3,711$37,110
Other Employee Benefits$14,393$10,673$2,785$27,851
Interest$15,151--$15,151
Fees for Services Accounting-$13,000-$13,000
Travel$798$62-$860
Total Functional Expenses$798,886$147,315$106,496$1,052,697

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,052,697
Total Expenses per Audited Statements$1,052,697
Total Expenses per Form 990$1,052,697
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Revenue$73,076
Note Payable - Credit Line$34,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Chris dobbs jennifer whte-dobbs exec. Dir. Dir of ed. Husband/wife”

Form 990, Page 6, Part VI, Line 7A

“The corporation has one class of members, who are entitled to elect the trustees and vote on other matters that may come before the members. Membership is open to individuals and organizations making annual contributions to support the foundation.”

Form 990, Page 6, Part VI, Line 7B

“The foundation has one class of members, who are entitled to elect the trustees and vote on other matters that may come before the members. Membership is open to individuals and organizations making annual contributions to support the foundation.”

Form 990, Page 6, Part VI, Line 11B

“The finance committee members meet to review the 990 tax return before it is filed.”

Form 990, Page 6, Part VI, Line 12C

“The foundation's board of directors enforces the conflict of interest policy by including it within the trustees' code of ethics document and reviewing it periodically.”

Form 990, Page 6, Part VI, Line 15A

“The board of directors is responsible for deciding the executive director's compensation.”

Form 990, Page 6, Part VI, Line 19

“The foundation's governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Connecticut River Foundation
EIN
23-7417579
Phone
8607678269
Address
67 MAIN STREET, ESSEX, CT 06426

Signing Officer

Name
Robert M Annon Jr
Title
Treasurer
Phone
8607678269
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mrs Joanne Masin
Formed
1974
Legal Domicile
Ct
Voting Board Members
25
Independent Board Members
25
Employees
17

Preparer

Firm
Costello Company LLC
Address
15 WALL ST, HEBRON, CT 06248
Preparer
Charles T Costello CPA
Phone
8602282822
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Volunteers help with various museum programs as well as fundraisers and special events”

Form 990, Part IX, Line 24E

“Repairs & maintenance 42,047 6,651 0 general insurance 34,087 3,656 0 utilities 27,867 4,634 0 supplies and promotion 15,694 2,614 7,755 private & social function 11,855 0 0 collection expense 10,981 0 0 contracted labor 5,881 0 0 telephone expense 4,766 644 0 licenses and permits 1,435 1,322 0 dues and subscriptions 2,749 0 0 security expense 2,672 0 0 equipment rental 2,139 0 0 annual fund expenses 0 0 2,081 professional development 1,039 0 0 postage 0 784 195”

Raw XML AppendixShowing 400 of 528 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt036967
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt028101
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO STUDY, PRESERVE AND CELEBRATE THE CULTURE AND HERITAGE OF THE CONNECTICUT RIVER VALLEY. THE FOUNDATION OPERATES A MUSEUM AND LIBRARY DEDICATED FOR THIS PURPOSE.
IRS990/AllOtherContributionsAmt01118801
IRS990/AllOtherExpensesGrp/FundraisingAmt010031
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt020305
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0163212
IRS990/AllOtherExpensesGrp/TotalAmt0193548
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0JOAN MEEK BUSINESS MANAGER
IRS990/BooksInCareOfDetail/PhoneNum08607678269
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt067 MAIN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0ESSEX
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006426
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0264704
IRS990/CashNonInterestBearingGrp/EOYAmt0377754
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0true
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01178948
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt050914
IRS990/CYOtherExpensesAmt0605462
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0328313
IRS990/CYRevenuesLessExpensesAmt0505478
IRS990/CYSalariesCompEmpBnftPaidAmt0447235
IRS990/CYTotalExpensesAmt01052697
IRS990/CYTotalFundraisingExpenseAmt0106496
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01558175
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt095021
IRS990/DepreciationDepletionGrp/TotalAmt095021
IRS990/Desc0THE ORGANIZATION COLLECTS, PRESERVES AND STUDIES THE CULTURAL AND NATURAL HERITAGE OF THE CONNECTICUT RIVER VALLEY THROUGH THE OPERATION OF A MUSEUM, THE PRESENTATION OF EDUCATIONAL PROGRAMS ON SITE AND AT AREA SCHOOLS AND THE PUBLICATION OF A NEWSLETTER.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt017
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0798886
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt013000
IRS990/FeesForServicesAccountingGrp/TotalAmt013000
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt202.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt212.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt222.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt231.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt243.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/PersonNm0DEAN MCCHESNEY
IRS990/Form990PartVIISectionAGrp/PersonNm1MRS BRENDA MILKOFSKY
IRS990/Form990PartVIISectionAGrp/PersonNm2TERRANCE O'MALLEY
IRS990/Form990PartVIISectionAGrp/PersonNm3MR HERBERT T CLARK III
IRS990/Form990PartVIISectionAGrp/PersonNm4VICKY WINTERER
IRS990/Form990PartVIISectionAGrp/PersonNm5MR CHESTER W KITCHINGS
IRS990/Form990PartVIISectionAGrp/PersonNm6MR TIMOTHY W LYNCH
IRS990/Form990PartVIISectionAGrp/PersonNm7MR HAYDEN REYNOLDS
IRS990/Form990PartVIISectionAGrp/PersonNm8MR TOD CUNNINGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm9MR THOMAS KLIN
IRS990/Form990PartVIISectionAGrp/PersonNm10MR BRUCE LAWRENCE
IRS990/Form990PartVIISectionAGrp/PersonNm11MR CURTISS JOHNSON III
IRS990/Form990PartVIISectionAGrp/PersonNm12LISA LEMONTE
IRS990/Form990PartVIISectionAGrp/PersonNm13EILEEN S ANGELINI
IRS990/Form990PartVIISectionAGrp/PersonNm14ALISON BRINKMANN
IRS990/Form990PartVIISectionAGrp/PersonNm15PETER COOMBS
IRS990/Form990PartVIISectionAGrp/PersonNm16LINDA DOUGLAS
IRS990/Form990PartVIISectionAGrp/PersonNm17RAMON GAULKE
IRS990/Form990PartVIISectionAGrp/PersonNm18DR ALLAN RUBENSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm19MELODY TIERNEY
IRS990/Form990PartVIISectionAGrp/PersonNm20MR THOMAS WILCOX
IRS990/Form990PartVIISectionAGrp/PersonNm21MRS JOANNE MASIN
IRS990/Form990PartVIISectionAGrp/PersonNm22MRS GAIL L TUBBS
IRS990/Form990PartVIISectionAGrp/PersonNm23MR PETER PRICHARD
IRS990/Form990PartVIISectionAGrp/PersonNm24ROBERT M ANNON JR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20VICE CHAIRMA
IRS990/Form990PartVIISectionAGrp/TitleTxt21CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt22SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt23VICE-CHAIR.
IRS990/Form990PartVIISectionAGrp/TitleTxt24TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01558175
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt025
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InterestGrp/ProgramServicesAmt015151
IRS990/InterestGrp/TotalAmt015151
IRS990/InventoriesForSaleOrUseGrp/BOYAmt024661
IRS990/InventoriesForSaleOrUseGrp/EOYAmt024304
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt050914
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt050914
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01744966
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01662337
IRS990/IRPDocumentCnt033
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01230836
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02479670
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02484348
IRS990/LandBldgEquipCostOrOtherBssAmt03715184
IRS990/LegalDomicileStateCd0CT
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt060147
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO STUDY, PRESERVE AND CELEBRATE THE CULTURE AND HERITAGE OF THE CONNECTICUT RIVER VALLEY. THE FOUNDATION OPERATES A MUSEUM AND LIBRARY DEDICATED FOR THIS PURPOSE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04752015
IRS990/NetAssetsOrFundBalancesEOYAmt05257493
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0822654
IRS990/OtherAssetsTotalGrp/EOYAmt0828554
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02785
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010673
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt014393
IRS990/OtherEmployeeBenefitsGrp/TotalAmt027851
IRS990/OtherExpensesGrp/Desc0EDUCATIONAL PROGRAMS
IRS990/OtherExpensesGrp/Desc1SPECIAL EVENT EXPENSES
IRS990/OtherExpensesGrp/Desc2EXHIBIT EXPENSES
IRS990/OtherExpensesGrp/Desc3MARKETING & ADVERTISING
IRS990/OtherExpensesGrp/FundraisingAmt057291
IRS990/OtherExpensesGrp/FundraisingAmt12783
IRS990/OtherExpensesGrp/ProgramServicesAmt0100391
IRS990/OtherExpensesGrp/ProgramServicesAmt115774
IRS990/OtherExpensesGrp/ProgramServicesAmt260654
IRS990/OtherExpensesGrp/ProgramServicesAmt350989
IRS990/OtherExpensesGrp/TotalAmt0100391
IRS990/OtherExpensesGrp/TotalAmt173065
IRS990/OtherExpensesGrp/TotalAmt260654
IRS990/OtherExpensesGrp/TotalAmt353772
IRS990/OtherLiabilitiesGrp/BOYAmt084763
IRS990/OtherLiabilitiesGrp/EOYAmt0107076
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt029895
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt097708
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0254671
IRS990/OtherSalariesAndWagesGrp/TotalAmt0382274
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03711
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05567
IRS990/PayrollTaxesGrp/ProgramServicesAmt027832
IRS990/PayrollTaxesGrp/TotalAmt037110
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt05087
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt015373
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MRS JOANNE MASIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0722410
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATIONAL PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc1EXCURSION INCOME
IRS990/ProgramServiceRevenueGrp/Desc2MUSEUM ADMISSIONS
IRS990/ProgramServiceRevenueGrp/Desc3SPECIAL EVENTS
IRS990/ProgramServiceRevenueGrp/Desc4GIFT SHOP SALES, NET OF COSTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0108744
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt183243
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt268427
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt332181
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0108744
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt183243
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt268427
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt335718
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt432181
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt035718
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01168323
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0219706
IRS990/PYOtherExpensesAmt0634100
IRS990/PYProgramServiceRevenueAmt0321916
IRS990/PYRevenuesLessExpensesAmt0656249
IRS990/PYSalariesCompEmpBnftPaidAmt0419596
IRS990/PYTotalExpensesAmt01053696
IRS990/PYTotalRevenueAmt01709945
IRS990/ReconcilationRevenueExpnssAmt0505478
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01178948
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01168323
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0633347
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0412421
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0446459
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03839498
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt041694
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt041694
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0343509
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95160
IRS990ScheduleA/PublicSupportPY170Pct00.87700
IRS990ScheduleA/PublicSupportTotal170Amt03839498
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01178948
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01168323
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0633347
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0412421
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0446459
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03839498
IRS990ScheduleA/TotalSupportAmt04034832
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt01531
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt018589
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt0133520
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0153640
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt076361
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0320
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt076681
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,392,670
Liabilities
$135,177
Net assets
$5,257,493
Revenue
$1,558,175
Expenses
$1,052,697
Net income
$505,478
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.12$0.41$7.71$1.58$1.46$0.11
2024Detailed filing. Detailed filing data is available for this year.$7.74$0.24$7.50$1.45$1.27$0.19
2023Detailed filing. Detailed filing data is available for this year.$7.25$0.15$7.10$1.29$1.28$0.02
2022Detailed filing. Detailed filing data is available for this year.$7.86$0.18$7.68$1.37$1.04$0.33
2021Detailed filing. Detailed filing data is available for this year.$7.91$0.16$7.74$1.55$0.80$0.75
2020Detailed filing. Detailed filing data is available for this year.$6.79$0.15$6.64$1.10$0.98$0.12
2019Detailed filing. Detailed filing data is available for this year.$6.85$0.12$6.72$1.21$1.05$0.16
2018Detailed filing. Detailed filing data is available for this year.$6.36$0.05$6.32$1.66$1.06$0.61
2017Detailed filing. Detailed filing data is available for this year.$5.83$0.12$5.71$1.36$1.06$0.29
2016Detailed filing. Detailed filing data is available for this year.$5.39$0.14$5.26$1.56$1.05$0.51
2015Detailed filing. Detailed filing data is available for this year.$5.34$0.59$4.75$1.71$1.05$0.66
2014Detailed filing. Detailed filing data is available for this year.$5.33$1.01$4.32$1.06$1.02$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.13$0.08$4.05$0.91