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WADSWORTH ATHENEUM MUSEUM OF ART: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WADSWORTH ATHENEUM MUSEUM OF ART (EIN 06-0653111)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-04-08
IRS object ID
202530989349300003
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-04-08T00:52:40-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1350 CHURCH STREET 12TH FLOORAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN060653111EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WADSWORTH ATHENEUM MUSEUM OF ARTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWADSBusinessNameControlTxt
Phone8602782670PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 MAIN STREETAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJACK MORTONPersonNm
Person TitleDIRECTOR OF FINANCEPersonTitleTxt
Phone8602782670PhoneNum
Signature2025-04-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLORI ROTHE YOKOBOSKYPreparerPersonNm
PTINP01273422PTIN
Phone9592007000PhoneNum
Preparation2025-04-04PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJACK MORTONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 MAIN STREETAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06103ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$21,926,802GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.THEWADSWORTH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1842FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionFINE ART MUSEUMActivityOrMissionDesc
Voting Members Governing Body34VotingMembersGoverningBodyCnt
Voting Members Independent32VotingMembersIndependentCnt
Total Employee131TotalEmployeeCnt
Total Volunteers32TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$6,320,628PYContributionsGrantsAmt
CY Contributions Grants$5,975,307CYContributionsGrantsAmt
PY Program Service Revenue$641,802PYProgramServiceRevenueAmt
CY Program Service Revenue$839,758CYProgramServiceRevenueAmt
PY Investment Income$3,809,049PYInvestmentIncomeAmt
CY Investment Income$5,737,318CYInvestmentIncomeAmt
PY Other Revenue$173,010PYOtherRevenueAmt
CY Other Revenue-$142,564CYOtherRevenueAmt
PY Total Revenue$10,944,489PYTotalRevenueAmt
CY Total Revenue$12,409,819CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$5,709,689PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,766,261CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,364,553CYTotalFundraisingExpenseAmt
PY Other Expenses$13,102,723PYOtherExpensesAmt
CY Other Expenses$16,512,189CYOtherExpensesAmt
PY Total Expenses$18,812,412PYTotalExpensesAmt
CY Total Expenses$22,278,450CYTotalExpensesAmt
PY Revenues Less Expenses-$7,867,923PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$9,868,631CYRevenuesLessExpensesAmt
Total Assets BOY$136,539,604TotalAssetsBOYAmt
Total Assets EOY$135,040,715TotalAssetsEOYAmt
Total Liabilities BOY$1,016,864TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,181,685TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$135,522,740NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$131,859,030NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionHOLDING ITS COLLECTION IN TRUST FOR ALL PEOPLE, THE WADSWORTH ATHENEUM IS DEDICATED TO ADVANCING KNOWLEDGE AND INSPIRING EVERYONE TO EXPERIENCE AND APPRECIATE EXCELLENCE IN ART AND CULTURE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$10,482,685ExpenseAmt
Revenue$1,005,844RevenueAmt
DescCURATING AND CURATORIAL RESEARCH FY2024THE MUSEUM'S CURATORS RESEARCH, CARE FOR, AND EXHIBIT COLLECTIONS INCLUDING PAINTINGS, SCULPTURES, DECORATIVE ARTS (FURNITURE, GLASS, CERAMICS, AND METALWORK), WORKS ON PAPER, COSTUME AND TEXTILES, AND MOVING IMAGE ART, RANGING IN DATE FROM ANTIQUITY TO CONTEMPORARY AND INCLUDING WORKS FROM MOST CONTINENTS. THE WADSWORTH ALSO LENDS COLLECTION OBJECTS TO EXHIBITIONS AROUND THE WORLD. IN FY24 WE RELEASED 59 OBJECTS AS PART OF OUR OUTGOING LOANS PROGRAM.WE LEND TO A HOST OF INSTITUTIONS WITHIN THE UNITED STATES AND A FEW IN EUROPE, A FEW ARE NOTED BELOW:NICHOLAS HALL GALLERYNEUE GALERIEMONTGOMERY MUSEUM OF FINE ARTSCOLUMBIA MUSEUM OF ARTFLORENCE GRISWOLD MUSEUMMATTATUCK MUSEUMAMERICAN FOLK ART MUSEUMTOLEDO MUSEUM OF ARTALTE PINAKOTHEKTHROUGH PURCHASES, GIFTS, AND BEQUESTS THE WADSWORTH ACQUIRED WORKS OF ART INCLUDING BUT NOT LIMITED TO WORKS IN THE CONTEMPORARY, EUROPEAN, AND AMERICAN COLLECTION AREAS.FY24 INSTALLATION HIGHLIGHTS: STYLING IDENTITIES: HAIR'S TANGLED HISTORIESYVONNE WELLS: STITCHED STORIESKYLE DUNN / MATRIX 194CONTEMPORARY PHOTOGRAPHY: HIGHLIGHTS FROM THE COLLECTIONHARTFORD YOUTH RENAISSANCE (HYAR) : PORTRAIT OF A GRADUATEMAKS LEVIN: THE LAST PHOTOGRAPHSMARIAN ANDERSON: DRESSED FOR SUCCESSDUSTI BONG: MISSISSIPPI MODERNISTRULES & REPETITION: CONCEPTUAL ART AT THE WADSWORTH ATHENEUMBAROQUE AND IMPRESSIONIST HIGHLIGHTS FROM THE COLLECTIONARTHUR CARTER: MATHEMATICAL BEAUTYTALES TO TELL: THE STORY OF THE PSYCHE TAPESTRIES AT THE WADSWORTHTALIA CHETRIT / MATRIX 193CONTEMPORARY PHOTOGRAPHY: HIGHLIGHTS FROM THE COLLECTIONBETWEEN LIFE AND DEATH: ART AND THE AFTERLIFEDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$7,417,341ExpenseAmt
DescEDUCATION/VISITOR EXPERIENCE AND SERVICESTHE WADSWORTH OFFERS A WIDE RANGE OF ACTIVITIES AND SERVICES FOR MANY AUDIENCES AND COMMUNITIES. TWO HIGHLY SUCCESSFUL PROGRAMS THAT SERVE STUDENTS ARE ART AND WRITING AND MUSEUM ON THE MOVE. BOTH WERE DEVELOPED COLLABORATIVELY WITH HARTFORD PUBLIC SCHOOL EDUCATORS AND SUPPORT BUILDING VISUAL LITERACY AT THE MIDDLE-SCHOOL LEVEL. ART AND WRITING EXPLORES EMOTIVE AND AESTHETIC QUALITIES OF FIGURATIVE WORKS OF ART TO ENHANCE NARRATIVE, DESCRIPTIVE AND EXPOSITORY WRITING SKILLS. MUSEUM ON THE MOVE USES VISUAL ANALYSIS OF LANDSCAPES TO IMPROVE STUDENTS' DESCRIPTIVE WRITING AND ORAL PRESENTATION SKILLS. GOALS OF THE PROGRAMS ARE TO ENSURE THAT STUDENTS RECEIVE MEANINGFUL INSTRUCTION IN AND THROUGH THE VISUAL ARTS; TO USE THE ARTS TO IMPROVE CHILDREN'S CONFIDENCE AND INSPIRE CREATIVITY; TO IMPROVE STUDENTS' LITERACY (READING, WRITING, AND ORAL PRESENTATION SKILLS); TO FACILITATE THE INTEGRATION OF THE MUSEUM'S COLLECTIONS AND EXHIBITIONS INTO CORE CURRICULA; TO INCREASE INTEGRATION OF ART INTO CURRICULA TO ADDRESS LITERACY OBJECTIVES; TO STRENGTHEN STUDENTS' ABILITY FOR THOUGHTFUL VISUAL ANALYSIS AND REFLECTION; AND TO INCREASE INTERDISCIPLINARY COLLABORATION BETWEEN CLASSROOM AND ART TEACHERS. EXPECTED PROGRAM OUTCOMES ARE AS FOLLOWS: 70% OF STUDENTS WILL BUILD THEIR CRITICAL RESPONSE SKILLS. INDICATORS INCLUDE USE OF ART TERMINOLOGY, ENGAGEMENT IN CRITICAL THINKING, AND SUPPORTING IDEAS/OPINIONS WITH VISUAL EVIDENCE; 75% OF STUDENTS WILL FEEL EMPOWERED BY THEIR EXPERIENCES WITH ART AND THE MUSEUM. INDICATORS INCLUDE CONNECTING THE ART TO THEIR OWN EXPERIENCES, KNOWLEDGE, OR IDEAS, AND AN INCREASED COMFORT LEVEL IN STUDENTS' ABILITY TO TALK, THINK, AND WRITE ABOUT ARTWORKS; AND 70% OF STUDENTS WILL BE EXPOSED TO DIFFERENT PERSPECTIVES OF SEEING AND THINKING THROUGH EXPERIENCES WITH ART. INDICATORS INCLUDE ARTICULATING SIMILARITIES AND DIFFERENCES IN ART MADE BY DIFFERENT PEOPLE, AND FROM DIFFERENT PLACES AND ERAS. MUSEUM. INDICATORS INCLUDE CONNECTING THE ART TO THEIR OWN EXPERIENCES, KNOWLEDGE, OR IDEAS, AND AN INCREASED COMFORT LEVEL IN STUDENTS' ABILITY TO TALK, THINK, AND WRITE ABOUT ARTWORKS; AND 70% OF STUDENTS WILL BE EXPOSED TO DIFFERENT PERSPECTIVES OF SEEING AND THINKING THROUGH EXPERIENCES WITH ART. INDICATORS INCLUDE ARTICULATING SIMILARITIES AND DIFFERENCES IN ART MADE BY DIFFERENT PEOPLE, AND FROM DIFFERENT PLACES AND ERAS. COBB. THIS EVENT WAS PART OF A SERIES OF RELATED ACTIVITIES SUPPORTED BY THE WADSWORTH AND THE AMISTAD CENTER FOR ART & CULTURE DESIGNED TO BRING THE HISTORY OF HARTFORD'S FIRST BLACK CHURCH AND SCHOOL FOR BLACK CHILDREN INTO PUBLIC VIEW. BOTH ART AND WRITING AND MUSEUM ON THE MOVE PROGRAMS CONTINUALLY MEET ANTICIPATED OUTCOMES. TEACHERS RESPONDING TO ROUTINELY ADMINISTERED SURVEYS REPORT THAT STUDENTS FREQUENTLY DEMONSTRATED CRITICAL RESPONSE SKILLS DURING THE PROGRAM, INCLUDING IDENTIFYING SPECIFIC ELEMENTS FROM WORKS OF ART TO SUPPORT THEIR OPINIONS, MAKE OBSERVATIONS, AND FORMULATE OPINIONS. AN 85% OF PARTICIPATING TEACHERS STATED THAT THEY SAW EVIDENCE OF LEARNING FROM THE CLASSROOM LESSON FROM STUDENTS WHO VISITED THE MUSEUM A WEEK AFTER THE CLASSROOM LESSONS. TEACHERS ALSO REPORTED THAT STUDENTS FREQUENTLY CONNECTED THE ART THEY SAW TO THEIR OWN EXPERIENCES AND FEELINGS, AN INDICATOR OF EMPOWERMENT, AND THAT THE SELECTED ARTWORKS FREQUENTLY INSPIRED STUDENTS TO SEE AND THINK DIFFERENTLY. AN 85% OF TEACHERS AGREED THAT ARTWORKS INSPIRED STUDENTS TO SEE AND THINK DIFFERENTLY, AND 100% OF TEACHERS REPORTED THAT OUR EDUCATORS ASKED QUESTIONS THAT PROMPTED STUDENTS TO SHARE THEIR IDEAS. TOURS FOR INTERGENERATIONAL AUDIENCES, MUSIC, AND LIVE PERFORMANCE. AN ESPECIALLY SUCCESSFUL MARTIN LUTHER KING, JR. COMMUNITY DAY CELEBRATED THE LEGACY OF DR. KING THROUGH ART MAKING, PERFORMANCES, AND TOURS FOR ALL AGES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,178,418ExpenseAmt
DescOTHER PROGRAM EXPENSES: OTHER PROGRAM EXPENSES INCLUDE MARKETING, PUBLIC RELATIONS, MEMBERSHIP, MUSEUM SHOP, THEATER AND OTHER MISCELLANEOUS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$19,078,444TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document139IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee131EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members34GoverningBodyVotingMembersCnt
Independent Voting Member32IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJACK MORTONPersonNm
Phone8602782670PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 MAIN STREETAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06103ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
AARON CROSSON SR
EX-OFFICIO1.00Yes (X)$0$0$0
ALISON D DAVIS
OUTGOING TRUSTEE1.00Yes (X)$0$0$0
ANDRE E ROCHESTER SR
EX-OFFICIO1.00Yes (X)$0$0$0
ANN MULCAHY
EX-OFFICIO1.00Yes (X)$0$0$0
BROOK HAZELTON
TREASURER1.00Yes (X)$0$0$0Yes (X)
BURKE DOAR
TRUSTEE1.00Yes (X)$0$0$0
CAMILLE SIMPSON
TRUSTEE1.00Yes (X)$0$0$0
CAROL L CHENEY
TRUSTEE1.00Yes (X)$0$0$0
CAROLINE CUNNINGHAM YOUNG
EX-OFFICIO1.00Yes (X)$0$0$0
CHERYL A CHASE
VICE CHAIR1.00Yes (X)$0$0$0Yes (X)
CLAIRE BURNS
TRUSTEE1.00Yes (X)$0$0$0
CYNTHIA J BULAONG
OUTGOING EX-OFFICIO1.00Yes (X)$0$0$0
DAVID G JEPSON
OUTGOING TRUSTEE1.00Yes (X)$0$0$0
DR ELSA M NUNEZ
TRUSTEE1.00Yes (X)$0$0$0
EILEEN S POLLACK
TRUSTEE1.00Yes (X)$0$0$0
EMILIE DE BRIGARD
VICE CHAIR1.00Yes (X)$0$0$0Yes (X)
ESTHER PRYOR
TRUSTEE1.00Yes (X)$0$0$0
G DUNCAN HARRIS
TRUSTEE1.00Yes (X)$0$0$0
GERARD LUPACCHINO
IMMEDIATE PAST CHAIR1.00Yes (X)$0$0$0Yes (X)
HELENE Y BROWN
EX-OFFICIO1.00Yes (X)$0$0$0
HENRY M ZACHS
TRUSTEE1.00Yes (X)$0$0$0
HY J SCHWARTZ
VICE CHAIR1.00Yes (X)$0$0$0Yes (X)
JANE E BRITTON
EX-OFFICIO1.00Yes (X)$0$0$0
JASON M GALVIN
TRUSTEE1.00Yes (X)$0$0$0
JEFFREY N BROWN
PRESIDENT & CEO35.00Yes (X)$347,846$0$51,090Yes (X)
JOANN H PRICE
OUTGOING TRUSTEE1.00Yes (X)$0$0$0
JOSEPH R GIANNI
TRUSTEE1.00Yes (X)$0$0$0
LAURA R HARRIS
TRUSTEE1.00Yes (X)$0$0$0
LILY DE JONGH DOWNING
SECRETARY1.00Yes (X)$0$0$0Yes (X)
MALLY COX-CHAPMAN
OUTGOING TRUSTEE1.00Yes (X)$0$0$0
MARK N MANDELL
TRUSTEE1.00Yes (X)$0$0$0
MATTHEW A SCHAEFER
TRUSTEE1.00Yes (X)$0$0$0
MATTHEW G MARSHALL
EX-OFFICIO1.00Yes (X)$0$0$0
MATTHEW HARGRAVES
MUSEUM DIRECTOR35.00Yes (X)$203,646$0$58,071Yes (X)
MICHAEL F KLEIN
OUTGOING TRUSTEE1.00Yes (X)$0$0$0
MICHELE WREN COOK
TRUSTEE1.00Yes (X)$0$0$0
NINA F SCHERAGO
TRUSTEE1.00Yes (X)$0$0$0
PHILIPPA FEIGEN MALKIN
TRUSTEE1.00Yes (X)$0$0$0
ROBERT DANCE
TRUSTEE1.00Yes (X)$0$0$0
SARAH A CLUNIS
EX-OFFICIO1.00Yes (X)$0$0$0
SUSAN CHANDLER
TRUSTEE1.00Yes (X)$0$0$0
TAMARA WILLIAMS
TRUSTEE1.00Yes (X)$0$0$0
TIMOTHY P MCLAUGHLIN
TRUSTEE1.00Yes (X)$0$0$0
DUFFIELD ASHMEAD IV
CHAIR1.00$0$0$0Yes (X)
JACK MORTON
DIRECTOR OF FINANCE 1/2435.00$0$0$0Yes (X)
TRACEY KRASNIEWSKI
OUTGOING DIRECTOR OF FINANCE35.00$90,760$0$3,172Yes (X)
APRIL SWIECONEK
DIRECTOR OF COMMUNICATION35.00$128,260$0$28,744Yes (X)
SHARMIN MAHMUD
DIRECTOR OF DEVELOPMENT35.00$165,051$0$30,207Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$935,563TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$171,284TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SECURITAS SECURITY SERVICES USA INC
PO BOX 403412ATLANTAGA30384SECURITY$1,527,949
ACCOUNTING RESOURCES INC
100 WESTERN BLVDGLASTONBURYCT06033OUTSOURCING ACCOUNTING AND HUMAN RESOURC$396,239
ANNUM ARCHITECTS
40 BROAD STREETBOSTONMA02109BUILDING AND GROUNDS STUDY$215,402
CT MICRONET LLC
6 EXECUTIVE DRIVE SUITE 120FARMINGTONCT06032IT CONSULTANTS$159,188
CREST MECHANICAL SERVICES
1841 BROAD STREETHARTFORDCT06134HVAC/ELECTRICAL SERVICES$146,346
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K11CntrctRcvdGreaterThan100KCnt
Membership Dues$294,695MembershipDuesAmt
Fundraising$668,070FundraisingAmt
Government Grants$706,104GovernmentGrantsAmt
All Other Contributions$4,306,438AllOtherContributionsAmt
Noncash Contributions$151,316NoncashContributionsAmt
Total Contributions$5,975,307TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMISSION REVENUE900099$427,495$427,495
AUXILIARY AND OTHER ACTIVITIES900099$335,972$335,972
EXHIBITION AND OTHER FEES900099$76,291$76,291
FieldValueIRS element (for citing)
Total Program Service Revenue$839,758TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,136,396TotalRevenueColumnAmt
Exclusion$2,136,396ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$12,627,461SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$9,026,539SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,600,922SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,600,922TotalRevenueColumnAmt
Exclusion$3,600,922ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$86,765FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$668,070ContriRptFundraisingEventAmt
Fundraising Direct Expenses$395,415FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$308,650TotalRevenueColumnAmt
Exclusion-$308,650ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$261,115GrossSalesOfInventoryAmt
Cost Of Goods Sold$95,029CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$166,086TotalRevenueColumnAmt
Related Or Exempt Func Income$166,086RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,409,819TotalRevenueColumnAmt
Related Or Exempt Func Income$1,005,844RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$5,428,668ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$698,957TotalAmt
Program Services$503,785ProgramServicesAmt
Management And General$109,132ManagementAndGeneralAmt
Fundraising$86,040FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,127,144TotalAmt
Program Services$2,997,498ProgramServicesAmt
Management And General$641,103ManagementAndGeneralAmt
Fundraising$488,543FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total-$117TotalAmt
Program Services-$79ProgramServicesAmt
Management And General-$19ManagementAndGeneralAmt
Fundraising-$19FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$582,074TotalAmt
Program Services$392,414ProgramServicesAmt
Management And General$94,799ManagementAndGeneralAmt
Fundraising$94,861FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$358,203TotalAmt
Program Services$271,389ProgramServicesAmt
Management And General$41,979ManagementAndGeneralAmt
Fundraising$44,835FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$45,500TotalAmt
Program Services$45,500ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$358,292TotalAmt
Program Services$358,292ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,677,272TotalAmt
Program Services$1,057,690ProgramServicesAmt
Management And General$438,242ManagementAndGeneralAmt
Fundraising$181,340FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$309,956TotalAmt
Program Services$307,197ProgramServicesAmt
Management And General$375ManagementAndGeneralAmt
Fundraising$2,384FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,133,472TotalAmt
Program Services$2,035,223ProgramServicesAmt
Management And General$87,385ManagementAndGeneralAmt
Fundraising$10,864FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$561,008TotalAmt
Program Services$347,662ProgramServicesAmt
Management And General$56,155ManagementAndGeneralAmt
Fundraising$157,191FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$16,102TotalAmt
Management And General$16,102ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,903,708TotalAmt
Program Services$1,818,134ProgramServicesAmt
Management And General$76,114ManagementAndGeneralAmt
Fundraising$9,460FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$661,109TotalAmt
Program Services$347,981ProgramServicesAmt
Management And General$218,897ManagementAndGeneralAmt
Fundraising$94,231FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PURCHASE OF ART$7,838,017$7,838,017
MATERIALS, SUPPLIES, SH$1,007,753$757,741$55,189$194,823

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$22,278,450TotalAmt
Program Services$19,078,444ProgramServicesAmt
Management And General$1,835,453ManagementAndGeneralAmt
Fundraising$1,364,553FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$977,725BOYAmt
EOY$8,915,858EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,781,301BOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,547,664BOYAmt
EOY$1,860,922EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$17,013BOYAmt
EOY$20,679EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$132,109BOYAmt
EOY$254,145EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$11,063BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$50,771,524LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$32,392,744LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$19,741,757BOYAmt
EOY$18,378,780EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$66,302,102BOYAmt
EOY$63,523,644EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$36,315,841BOYAmt
EOY$37,820,558EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,713,029BOYAmt
EOY$4,266,129EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$136,539,604BOYAmt
EOY$135,040,715EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$477,296BOYAmt
EOY$3,114,236EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$6,335BOYAmt
EOY$67,449EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$500,000BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$33,233BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,016,864BOYAmt
EOY$3,181,685EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$23,012,567BOYAmt
EOY$22,075,580EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$112,510,173BOYAmt
EOY$109,783,450EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$135,522,740BOYAmt
EOY$131,859,030EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$136,539,604BOYAmt
EOY$135,040,715EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$9,868,631ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,971,428NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$485,795PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$747,698OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,589,356CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,296,410CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,709,959CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,320,628CurrentTaxYearMinus1YearAmt
Current Tax Year$5,975,307CurrentTaxYearAmt
Total$31,891,660TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,589,356CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,296,410CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,709,959CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,320,628CurrentTaxYearMinus1YearAmt
Current Tax Year$5,975,307CurrentTaxYearAmt
Total$31,891,660TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$5,331,421SubstantialContributorsTotAmt
Public Support Total170$26,560,239PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,532,523CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,361,566CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,703,696CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,921,597CurrentTaxYearMinus1YearAmt
Current Tax Year$2,136,396CurrentTaxYearAmt
Total$9,655,778TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$797CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$59,124CurrentTaxYearMinus3YearsAmt
Total$59,921TotalAmt
FieldValueIRS element (for citing)
Total Support$41,607,359TotalSupportAmt
Gross Receipts Rltd Activities$3,748,647GrossReceiptsRltdActivitiesAmt
Public Support CY1700.63840PublicSupportCY170Pct
Public Support PY1700.66810PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$45,500DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$45,500TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Historic StructureYes (X)HistoricStructureInd
States Easements Held1StatesEasementsHeldCnt
Written Policy Monitoring0WrittenPolicyMonitoringInd
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

FieldValueIRS element (for citing)
Collection Used Other PurposesYes (X)CollectionUsedOtherPurposesInd
Other PurposesEDUCATIONOtherPurposesDesc
FieldValueIRS element (for citing)
Solicited Assets SaleYes (1)SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$82,161,578BeginningYearBalanceAmt
Contributions$534,131ContributionsAmt
Investment Earnings Or Losses$9,077,124InvestmentEarningsOrLossesAmt
Other Expenditures$5,467,279OtherExpendituresAmt
End Year Balance$86,305,554EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$79,620,286BeginningYearBalanceAmt
Contributions$250,000ContributionsAmt
Investment Earnings Or Losses$8,958,579InvestmentEarningsOrLossesAmt
Other Expenditures$6,667,287OtherExpendituresAmt
End Year Balance$82,161,578EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$101,893,474BeginningYearBalanceAmt
Contributions$120,665ContributionsAmt
Investment Earnings Or Losses-$16,837,005InvestmentEarningsOrLossesAmt
Other Expenditures$5,556,848OtherExpendituresAmt
End Year Balance$79,620,286EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$83,156,700BeginningYearBalanceAmt
Contributions$2,065,621ContributionsAmt
Investment Earnings Or Losses$23,261,904InvestmentEarningsOrLossesAmt
Other Expenditures$6,590,751OtherExpendituresAmt
End Year Balance$101,893,474EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$86,885,008BeginningYearBalanceAmt
Contributions$2,584,094ContributionsAmt
Investment Earnings Or Losses-$767,661InvestmentEarningsOrLossesAmt
Other Expenditures$5,544,741OtherExpendituresAmt
End Year Balance$83,156,700EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.09240BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.43460PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.47300TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$45,727,254OtherCostOrOtherBasisAmt
Depreciation$27,348,474DepreciationAmt
Book Value$18,378,780BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,033,470OtherCostOrOtherBasisAmt
Depreciation$5,033,470DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,800OtherCostOrOtherBasisAmt
Depreciation$10,800DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$18,378,780TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
DEBT SECURITIES$22,799,588F
TRUST FOR THE MUSEUM'S BENEFIT$15,020,970F
FieldValueIRS element (for citing)
Total Book Value Securities$37,820,558TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$18,261,098TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$4,971,428NetUnrealizedGainsInvstAmt
Other Revenue$842,727OtherRevenueAmt
Revenue Not Reported$5,814,155RevenueNotReportedAmt
Revenue Subtotal$12,446,943RevenueSubtotalAmt
Investment Expenses Not Incld$358,292InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$395,415OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$37,123RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$12,409,820TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$22,410,603TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$490,444OtherExpensesIncludedAmt
Expenses Not Reported$490,444ExpensesNotReportedAmt
Expenses Subtotal$21,920,159ExpensesSubtotalAmt
Investment Expenses Not Incld2$358,292InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$358,292ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$22,278,451TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 9:THE WADSWORTH ATHENEUM MUSEUM OF ART REFLECTS EXPENDITURES RELATING TO ITS EASEMENTS IN ITS OPERATING REVENUE AND EXPENDITURES.
PART III, LINE 1A:IN ACCORDANCE WITH ACCOUNTING POLICIES GENERALLY FOLLOWED BY MUSEUMS, COLLECTIONS OF WORKS OF ART ACQUIRED THROUGH PURCHASE OR DONATION SINCE THE MUSEUM'S INCEPTION ARE NOT REFLECTED IN THE ACCOMPANYING STATEMENT OF FINANCIAL POSITION. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR. THE MUSEUM'S POLICY REQUIRES THAT PROCEEDS FROM THE SALE OF COLLECTION ITEMS OR INSURANCE PROCEEDS BE USED SOLELY FOR ACQUISITION OF OTHER ART OBJECTS OR THE DIRECT CARE OF EXISTING COLLECTIONS. IF ASSETS USED TO PURCHASE COLLECTION ITEMS ARE SOURCED FROM RESTRICTED FUNDS, PROCEEDS FROM THE SALE OF THOSE ITEMS ARE SHOWN AS INCREASES IN NET ASSETS WITH DONOR RESTRICTIONS UNTIL AN ACQUISITION IS MADE.
PART III, LINE 4:THE MUSEUM'S MISSION IS TO HOLD ITS COLLECTION IN TRUST FOR ALL PEOPLE AND IS DEDICATED TO ADVANCING AND INSPIRING EVERYONE TO EXPERIENCE AND APPRECIATE EXCELLENCE IN ART AND CULTURE. THE MUSEUM VALUES ARTISTIC EXCELLENCE, INNOVATION AND LEADERSHIP ON A LOCAL AND GLOBAL LEVEL. AS PART OF ITS ROLE AS CONNECTICUT'S FLAGSHIP VISUAL ARTS INSTITUTION, THE MUSEUM IS A CULTURAL MEETING PLACE FOR THE SHARING OF IDEAS AND EXPERIENCES. FOUNDED IN 1842, THE MUSEUM IS HOME TO A COLLECTION OF NEARLY 50,000 WORKS OF ART SPANNING 5,000 YEARS, FROM ANTIQUITIES TO CONTEMPORARY ART. ANNUALLY, THE MUSEUM HOSTS SEVERAL MAJOR EXHIBITIONS AND MULTIPLE SMALLER SPECIAL EXHIBITIONS. THE MUSEUM OFFERS TOURS, CONCERTS, FILMS, GALLERY TALKS, LECTURES, SYMPOSIUMS, SCHOOL AND FAMILY PROGRAMS, WORKSHOPS AND ART HISTORY COURSES.
PART V, LINE 4:THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED FOR MUSEUM OPERATIONS, EXHIBITIONS, AND PROGRAMMING AS WELL AS THE ACQUISITION OF WORKS OF ART.
PART X, LINE 2:MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE MUSEUM AND HAVE CONCLUDED THAT, AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE MUSEUM'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2021 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. THE MUSEUM FILES FEDERAL AND STATE OF CONNECTICUT INCOME TAX RETURNS FOR UNRELATED BUSINESS INCOME, WHICH REPERESENT THE MAJOR TAX JURISDICTIONS OF THE MUSEUM. IF THE MUSEUM HAD UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALITIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENT OF FINANCIAL POSITION.
PART XI, LINE 2D - OTHER ADJUSTMENTS:COST OF GOOD SOLD 95,029. CHANGE IN PERPETUAL TRUST 747,698.
PART XI, LINE 4B - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES -395,415.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 95,029. FUNDRAISING EXPENSES 395,415.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM00PROGRAM SERVICESPAYMENT FOR PURCHASES OF ART FROM EUROPEAN DEALERS$5,205,829
NORTH AMERICA00PROGRAM SERVICESPAYMENT FOR PURCHASES OF ART FROM CANADIAN DEALERS$12,500
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$5,218,329SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$5,218,329TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SPRING 2024 GALAEvent1Nm
Gross Receipts Event1$754,835GrossReceiptsEvent1Amt
Charitable Contri Event1$668,070CharitableContriEvent1Amt
Gross Revenue Event1$86,765GrossRevenueEvent1Amt
Non Cash Prizes Event1$140,119NonCashPrizesEvent1Amt
Rent Facility Costs Event1$48,848RentFacilityCostsEvent1Amt
Food And Beverage Event1$81,947FoodAndBeverageEvent1Amt
Entertainment Event1$4,818EntertainmentEvent1Amt
Other Direct Expenses Event1$119,683OtherDirectExpensesEvent1Amt
Gross Receipts Total$754,835GrossReceiptsTotalAmt
Charitable Contributions Tot$668,070CharitableContributionsTotAmt
Gross Revenue Total Events$86,765GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$140,119NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$48,848RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$81,947FoodAndBeverageTotalEventsAmt
Entertainment Total Events$4,818EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$119,683OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$395,415DirectExpenseSummaryEventsAmt
Net Income Summary-$308,650NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JEFFREY N BROWN
PRESIDENT & CEO$309,657$0$38,189$0$0$0$18,041$0$33,049$0$398,936$0$0$0
MATTHEW HARGRAVES
MUSEUM DIRECTOR$183,646$0$20,000$0$0$0$11,138$0$46,933$0$261,717$0$0$0
SHARMIN MAHMUD
DIRECTOR OF DEVELOPMENT$165,051$0$0$0$0$0$4,368$0$25,839$0$195,258$0$0$0
APRIL SWIECONEK
DIRECTOR OF COMMUNICATION$128,260$0$0$0$0$0$6,738$0$22,006$0$157,004$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationTHE EXECUTIVE TEAM RECEIVED A BOARD APPROVED CALENDAR YEAR BONUS IN THEIR 2023 W2S.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution11ContributionCnt
Noncash Contributions Rpt F990$139,316NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescART SUPPLIESDesc
Contribution1ContributionCnt
Noncash Contributions Rpt F990$12,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOSTMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE AUDIT COMMITTEE OF THE WADSWORTH ATHENEUM REVIEWS THE COMPLETED FORM(S) 990 PRIOR TO FILING. THE FORM(S) 990 ARE ALSO ELECTRONICALLY DISTRIBUTED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY EACH MEMBER OF THE BOARD OF TRUSTEES, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AND SUBMIT A WRITTEN CONFLICT OF INTEREST FORM WHICH DISCLOSES ALL INTERESTS. THE GOVERNANCE COORDINATOR RECEIVES AND REVIEWS ALL SUBMISSIONS AND SHARES WITH MANAGEMENT TO DETERMINE IF ANY DISCLOSURES POSE A CONFLICT. IF THE OFFICE OF THE CEO/DIRECTOR DETERMINES THAT ANY DISCLOSURES MAY POSE A CONFLICT, THE PRESIDENT OF THE BOARD IS THEN NOTIFIED. IN ADDITION, THE AUDIT COMMITTEE IS NOTIFIED.
FORM 990, PART VI, SECTION B, LINE 15ACEO/DIRECTOR THE COMPENSATION COMMITTEE IS A DELEGATED FUNCTION OF THE BOARD WITH THE SOLE PURPOSE OF ADMINISTERING THE COMPENSATION, PERFORMANCE REVIEW, AND GOAL SETTING PROVISIONS OF THE DIRECTOR/CEO'S COMPENSION FOCUSING ON RETENTION, MOTIVATION AND ALIGNMENT WITH THE ORGANIZATION'S OPERATING AND STRATEGIC OBJECTIVES. THE COMMITTEE IS COMPRISED OF NO LESS THAN THREE AND NO MORE THAN FIVE MEMBERS. THE COMMITTEE CONVENES AS NEEDED. IN ITS DELIBERATIONS, THE COMMITTEE ASSESSES PERFORMANCE/RESULTS, REVIEWS VALID COMPENSATION COMPARABILITY DATA, ACTS WITH THE APPROVAL OF A MAJORITY OF ITS MEMBERS, DOCUMENTS ITS DECISIONS AND RATIONALE, AND ASSURES THAT ALL ACTIONS RELATED TO EXECUTIVE COMPENSATION ARE APPROVED IN ADVANCE OF TAKING EFFECT. OFFICERS OR KEY EMPLOYEES THE CEO/DIRECTOR OF THE MUSEUM DETERMINES THE COMPENSATION FOR KEY EMPLOYEES. THE CEO/DIRECTOR WORKS WITH THE HUMAND RESOURCES DEPARTMENT AND USES THE ASSOCIATION OF ART MUSEUM DIRECTORS (AAMD) SALARY SURVEY, SURVEYS OF LOCAL, SIMILARLY-SIZED NOT FOR PROFIT ORGANIZATIONS AND THE MUSEUM'S BUDGET AS GUIDELINES TO DETERMINE THE COMPENSATION AMOUNT.
FORM 990, PART VI, SECTION C, LINE 19A CONDENSED FORM OF THE AUDITED FINANCIAL STATEMENTS ARE INCLUDED IN THE MUSEUM'S ANNUAL REPORT WHICH IS POSTED ON THE WADSWORTH ATHENEUM WEBSITE AND AVAILABLE TO THE PUBLIC. THE MUSEUM'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE BY REQUEST. CONFLICT OF INTEREST POLICIES ARE AVAILABLE TO THE PUBLIC UPON REQUEST. GOVERNING DOCUMENTS OR BY-LAWS ARE DISCLOSED BY REQUEST.
FORM 990, PART XI, LINE 9:CHANGE IN FAIR VALUE OF TRUSTS FOR THE MUSEUM'S BENEFIT 747,698.