CONNECTICUT HISTORICAL SOCIETY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CONNECTICUT HISTORICAL SOCIETY (EIN 06-6026012)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-15
- IRS object ID
- 202302279349302325
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-15T10:26:59-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061209905 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maletta & Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 Enterprise Drive | AddressLine1Txt |
| City | Bristol | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066026012 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CONNECTICUT HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONN | BusinessNameControlTxt |
| Phone | 8602365621 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ELIZABETH STREET | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert A Kret | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2023-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Robert A | PersonFirstNm |
| Person Last | Kret | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL A MALETTA CPA | PreparerPersonNm |
| PTIN | P00435529 | PTIN |
| Phone | 8605826715 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Robert A Kret | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ELIZABETH STREET | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061052213 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,666,073 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.chs.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1825 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | The mission of the CHS is to cultivate deep understanding of the history and culture of Connecticut, and its role in America and the world, through reflection of the past, active engagement with the present, and innovation for the future through our collections, research, educational programs, and exhibitions. The CHSs vision is to work with an inclusive audience to promote historical and cultural perspectives as essential tools to connect with others, shape communities, and make informed decisions. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 55 | TotalEmployeeCnt |
| Total Volunteers | 175 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,519,673 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,813,271 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $72,416 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $132,584 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,969,720 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,496,785 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,667 | PYOtherRevenueAmt |
| CY Other Revenue | $5,584 | CYOtherRevenueAmt |
| PY Total Revenue | $6,569,476 | PYTotalRevenueAmt |
| CY Total Revenue | $4,448,224 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,203,596 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,527,723 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $891,233 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,734,972 | PYOtherExpensesAmt |
| CY Other Expenses | $2,279,316 | CYOtherExpensesAmt |
| PY Total Expenses | $3,938,568 | PYTotalExpensesAmt |
| CY Total Expenses | $4,807,039 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,630,908 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$358,815 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $72,727,103 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,235,873 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $513,756 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,164,159 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $72,213,347 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $58,071,714 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The mission of the CHS is to cultivate deep understanding of the history and culture of Connecticut, and its role in America and the world, through reflection of the past, active engagement with the present, and innovation for the future through our collections, research, educational programs, and exhibitions. The CHSs vision is to work with an inclusive audience to promote historical and cultural perspectives as essential tools to connect with others, shape communities, and make informed decisions. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,173,026 | ExpenseAmt |
| Desc | COLLECTIONS DEVELOPMENT - MANAGES THE DIVERSE COLLECTIONS MATERIALS (BOOKS, MANUSCRIPTS, FURNITURE, COSTUMES AND MANY OTHER OBJECTS) RELATED TO CONNECTICUT'S MATERIAL CULTURE FROM THE LATE 17TH CENTURY TO THE PRESENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $576,823 | ExpenseAmt |
| Revenue | $95,887 | RevenueAmt |
| Desc | EDUCATION - PROMOTES THE STUDY AND ENJOYMENT OF CONNECTICUT HISTORY THROUGH SCHOOL GROUP AND ADULT PROGRAMS, TOURS AND OUTREACH ACTIVITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $470,685 | ExpenseAmt |
| Revenue | $18,584 | RevenueAmt |
| Desc | EXHIBITS AND PROGRAMS - DEVELOPS AND DISPLAYS THEMED EXHIBITIONS RELATED TO VARIOUS ASPECTS OF CONNECTICUT HISTORY, ALONG WITH ACCOMPANYING LECTURES AND BOOK TALKS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $523,347 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $18,113 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,743,881 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 52 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 55 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN HUGHES | PersonNm |
| Phone | 8602365621 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ELIZABETH STREET | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061052213 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Robert A Kret | |||||||
| CEO | 50.00 | 0.00 | Yes (X) | $220,648 | $0 | $17,768 | |
| Richard Tuchman | |||||||
| Chief Adv. Officer | 50.00 | 0.00 | $144,555 | $0 | $7,443 | ||
| KEVIN HUGHES | |||||||
| CFO | 50.00 | 0.00 | Yes (X) | $126,455 | $0 | $12,641 | |
| ILENE FRANK | |||||||
| CHIEF CURATOR | 50.00 | 0.00 | $123,997 | $0 | $12,430 | ||
| C PAUL BEACH JR | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| David Klein | |||||||
| Treasurer | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HENRY ZACHS | |||||||
| 2ND VICE PRES. | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BICHOP NAWROT | |||||||
| Vice President | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Portia Corbett | |||||||
| Secretary | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Dann Broyld | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| BARBARA KIEFER | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Dixon Mallory | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| George Jepsen | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| STEPHEN NIGHTINGALE | |||||||
| Secretary | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Alan Aleia | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| SARA CHAMPION | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Corbin Walburger | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ROBERT BAZYK | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Michael Cantor | |||||||
| Chairman | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SYLVIA KELLY | |||||||
| President | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| FIONA VERNAL | |||||||
| 1st VICE PRES. | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Jason Rojas | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Tammy Exum | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DAVID MCCARY | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JAMES WILLIAMS | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| James Pelletier | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Joann Price | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Eliot Bassin | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Manisha Sinha | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $615,655 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $50,282 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RESOURCES MANAGEMENT CORP | |||||
| 433 SOUTH MAIN ST | WEST HARTFORD | CT | 06110 | INVESTMENT MANAGERS | $161,601 |
| Zubatkin Owners Rep | |||||
| 333 W 52nd St | New York | NY | 10019 | Consulting | $165,006 |
| Community Counseling Service | |||||
| 527 Madison Ave | New York | NY | 10022 | Consulting | $221,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $62,897 | MembershipDuesAmt |
| Government Grants | $877,573 | GovernmentGrantsAmt |
| All Other Contributions | $1,872,801 | AllOtherContributionsAmt |
| Noncash Contributions | $7,144 | NoncashContributionsAmt |
| Total Contributions | $2,813,271 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| COLLECTION ACC./RES. CTR. | 900099 | $18,113 | $18,113 |
| EDUCATION | 900099 | $95,887 | $95,887 |
| EXHIBITS AND PROGRAMS | 900099 | $18,584 | $18,584 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $132,584 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $960,864 | TotalRevenueColumnAmt |
| Exclusion | $960,864 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,749,271 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,213,350 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $535,921 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $535,921 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $535,921 | RelatedOrExemptFuncIncomeAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $6,194 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $4,499 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,695 | TotalRevenueColumnAmt |
| Exclusion | $1,695 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,889 | TotalRevenueColumnAmt |
| Exclusion | $3,889 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,889 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,448,224 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $535,921 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,099,032 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $362,469 | TotalAmt |
| Program Services | $52,677 | ProgramServicesAmt |
| Management And General | $148,248 | ManagementAndGeneralAmt |
| Fundraising | $161,544 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,789,194 | TotalAmt |
| Program Services | $1,230,415 | ProgramServicesAmt |
| Management And General | $155,639 | ManagementAndGeneralAmt |
| Fundraising | $403,140 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,256 | TotalAmt |
| Program Services | $50,370 | ProgramServicesAmt |
| Management And General | $14,291 | ManagementAndGeneralAmt |
| Fundraising | $26,595 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,420 | TotalAmt |
| Program Services | $68,938 | ProgramServicesAmt |
| Management And General | $11,592 | ManagementAndGeneralAmt |
| Fundraising | $35,890 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,384 | TotalAmt |
| Program Services | $96,225 | ProgramServicesAmt |
| Management And General | $27,152 | ManagementAndGeneralAmt |
| Fundraising | $45,007 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,754 | TotalAmt |
| Management And General | $23,754 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,149 | TotalAmt |
| Management And General | $21,149 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,000 | TotalAmt |
| Management And General | $65,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,392 | TotalAmt |
| Management And General | $177,392 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,979 | TotalAmt |
| Program Services | $11,688 | ProgramServicesAmt |
| Management And General | $39,420 | ManagementAndGeneralAmt |
| Fundraising | $8,871 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,232 | TotalAmt |
| Program Services | $67,954 | ProgramServicesAmt |
| Management And General | $37,153 | ManagementAndGeneralAmt |
| Fundraising | $83,125 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,659 | TotalAmt |
| Program Services | $4,427 | ProgramServicesAmt |
| Management And General | $55,703 | ManagementAndGeneralAmt |
| Fundraising | $14,529 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,649 | TotalAmt |
| Program Services | $409,356 | ProgramServicesAmt |
| Management And General | $9,531 | ManagementAndGeneralAmt |
| Fundraising | $5,762 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,534 | TotalAmt |
| Program Services | $19,906 | ProgramServicesAmt |
| Management And General | $3,127 | ManagementAndGeneralAmt |
| Fundraising | $501 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,143 | TotalAmt |
| Program Services | $12,703 | ProgramServicesAmt |
| Management And General | $5,396 | ManagementAndGeneralAmt |
| Fundraising | $1,044 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,347 | TotalAmt |
| Management And General | $4,347 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,908 | TotalAmt |
| Program Services | $189,639 | ProgramServicesAmt |
| Management And General | $4,720 | ManagementAndGeneralAmt |
| Fundraising | $549 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,363 | TotalAmt |
| Management And General | $7,363 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACT SERVICES | $647,350 | $222,231 | $343,831 | $81,288 |
| ACQUISITIONS COLLECTIONS | $102,930 | $102,930 | ||
| EQUIPMENT RENTAL | $47,584 | $44,346 | $3,028 | $210 |
| MEMBERSHIP, DUES, SUBSCRIPTION | $43,277 | $12,308 | $12,379 | $18,590 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,066 | TotalAmt |
| Program Services | $147,768 | ProgramServicesAmt |
| Management And General | $1,710 | ManagementAndGeneralAmt |
| Fundraising | $4,588 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,807,039 | TotalAmt |
| Program Services | $2,743,881 | ProgramServicesAmt |
| Management And General | $1,171,925 | ManagementAndGeneralAmt |
| Fundraising | $891,233 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $982,039 | BOYAmt |
| EOY | $945,444 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,143,915 | BOYAmt |
| EOY | $251,670 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,719 | BOYAmt |
| EOY | $1,772 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,331 | BOYAmt |
| EOY | $44,039 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,383 | BOYAmt |
| EOY | $74,422 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,956,755 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,018,920 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,087,255 | BOYAmt |
| EOY | $3,937,835 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,441,027 | BOYAmt |
| EOY | $40,080,719 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,970,434 | BOYAmt |
| EOY | $13,899,972 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,727,103 | BOYAmt |
| EOY | $59,235,873 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,467 | BOYAmt |
| EOY | $286,447 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,400 | BOYAmt |
| EOY | $190,823 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,889 | BOYAmt |
| EOY | $686,889 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $513,756 | BOYAmt |
| EOY | $1,164,159 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,480,732 | BOYAmt |
| EOY | $21,515,686 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,732,615 | BOYAmt |
| EOY | $36,556,028 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,213,347 | BOYAmt |
| EOY | $58,071,714 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,727,103 | BOYAmt |
| EOY | $59,235,873 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$358,815 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$9,546,839 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$896,083 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$3,339,896 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,274,867 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,491,501 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,260,257 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,623,590 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,813,271 | CurrentTaxYearAmt |
| Total | $10,463,486 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,274,867 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,491,501 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,260,257 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,623,590 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,813,271 | CurrentTaxYearAmt |
| Total | $10,463,486 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,463,486 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,227,296 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,313,821 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,131,627 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $940,292 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $960,864 | CurrentTaxYearAmt |
| Total | $5,573,900 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $16,037,386 | TotalSupportAmt |
| Public Support CY170 | 0.65240 | PublicSupportCY170Pct |
| Public Support PY170 | 0.64580 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $65,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $65,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,824,856 | BeginningYearBalanceAmt |
| Contributions | $628,075 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,177,712 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,735,903 | OtherExpendituresAmt |
| End Year Balance | $39,539,316 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,161,813 | BeginningYearBalanceAmt |
| Contributions | $374,700 | ContributionsAmt |
| Investment Earnings Or Losses | $7,981,351 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,693,008 | OtherExpendituresAmt |
| End Year Balance | $48,824,856 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,069,932 | BeginningYearBalanceAmt |
| Contributions | $376,150 | ContributionsAmt |
| Investment Earnings Or Losses | $5,387,421 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,671,690 | OtherExpendituresAmt |
| End Year Balance | $42,161,813 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,741,511 | BeginningYearBalanceAmt |
| Contributions | $350,000 | ContributionsAmt |
| Investment Earnings Or Losses | $6,628,671 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,650,250 | OtherExpendituresAmt |
| End Year Balance | $38,069,932 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,812,628 | BeginningYearBalanceAmt |
| Contributions | $67,257 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,538,905 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,599,469 | OtherExpendituresAmt |
| End Year Balance | $32,741,511 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.43350 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.56650 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,000 | OtherCostOrOtherBasisAmt |
| Book Value | $20,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,461,239 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,362,336 | DepreciationAmt |
| Book Value | $3,098,903 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,475,516 | OtherCostOrOtherBasisAmt |
| Depreciation | $656,584 | DepreciationAmt |
| Book Value | $818,932 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,937,835 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ASSETS IN PROGRESS | $561,631 |
| PERPETUAL TRUSTS | $13,338,341 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $13,899,972 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$8,525,027 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$9,546,839 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $86,377 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$3,335,397 | OtherRevenueAmt |
| Revenue Not Reported | -$12,795,859 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,270,832 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $177,392 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $177,392 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,448,224 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,720,523 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $86,377 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $4,499 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $90,876 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,629,647 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $177,392 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $177,392 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,807,039 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o | The collections, which were acquired through purchases and contributions since the organization's inception, are not recognized as assets on the statement of financial position. Purchases of collection items are recorded as decreases in unrestricted net assets in the year in which the items are acquired, or as temporarily or permanently restricted net assets if the assets used to purchase the items are restricted by donors. Contributed collection items are not reflected on the financial statements. Proceeds from deaccessions or insurance recoveries are reflected as increases in the appropriate net asset classes.The CHS's collections consist of artifacts of historical significance, works of art, or similar assets related to Connecticut history. These collections are held for public exhibition, educational, research, historical and curatorial purposes. Each of these items is cataloged, preserved, and cared for, and activities verifying their existence and assessing their condition are performed continuously. Deaccessioned items are subject to a policy that requires proceeds from their sales to be used for collections acquisition and collections care. |
| Part III, Line 4: Description of organization's collections and how it furthers its purpose. | The CHS's collections consist of artifacts of historical significance, works of art, or similar assets related to Connecticut history. These collections are held for public exhibition, educational, research, historical and curatorial purposes. |
| Part V, Line 4: Intended uses of the endowment fund. | THE INTENDED USES OF THE ENDOWMENT FUND INCLUDE OPERATIONAL AND PROGRAMMATIC NEEDS, INCLUDING COLLECTIONS ACQUISITION AND CONSERVATION, FACILITIES MANAGEMENT, EDUCATION AND INTERPREATION, AND GENERAL ADMINISTRATION. |
| Part X : FIN48 Footnote | The CHS is a nonprofit corporation exempt from federal income tax under provisions of the Internal Revenue Service Code, Section 501(c)(3).The CHS regularly reviews and evaluates its tax positions taken or expected to be taken for a tax return and believes that no tax benefits or liabilities are required to be recognized. |
| Part XII, Line 2d: Other expenses and losses per audited F/S | COST OF GOODS SOLD $4499 rounding $0 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| Richard Tuchman | ||||
| Chief Adv. Officer | $144,555 | $7,215 | $228 | $151,998 |
| Robert A Kret | ||||
| CEO | $220,648 | $11,506 | $6,262 | $238,416 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,144 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 59 | ContributionCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d | OTHER PROGRAM SERVICES 4: EXHIBITS AND PROGRAMS - DEVELOPS AND DISPLAYS THEMED EXHIBITIONS RELATED TO VARIOUS ASPECTS OF CONNECTICUT HISTORY, ALONG WITH ACCOMPANYING LECTURES AND BOOK TALKS. OTHER PROGRAM SERVICES 5: Connecticut Cultural Heritage Arts Program - Serves as the state's official folk and traditional arts initiative, working with communities to document, present, and sustain valuable cultural heritage. |
| Form 990, Part VI, Section B, Line 11b | THE FORM 990 WAS REVIEWED BY MEMBERS OF THE AUDIT AND FINANCE COMMITTEES. |
| Form 990, Part VI, Section B, Line 12c | ANNUALLY THE ORGANIZATION REQUIRES FORMAL UPDATES IN INFORMATION ON CONFLICTS OF INTEREST DISCLOSURES. TRUSTEES AND KEY EMPLOYESS HAVE BEEN INFORMED TO NOTIFY THE BOARD OF DIRECTORS IMMEDIATELY OF ANY CHANGES DURING THE YEAR THAT MAY ARISE REGARDING POTENTIAL CONFLICTS OF INTEREST. |
| Form 990, Part VI, Section B, Line 15b | THE GOVERNANCE COMMITTEEE OF THE BOARD OF DIRECTORS REVIEWS COMPARABILITY DATA FROM SIMILIAR ORGANIZATIONS PARTICULARLY ARTS AND CULTURE INSTITUTIONS IN THE REGION. BASED ON SUBSTANTIAL DELIBERATION ANNUAL COMPENSATION IS DETERMINED AND APPROVED. |
| Form 990, Part VI, Section C, Line 19 | APPLICABLE DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO THE CHS AND ARE MADE AVAILABLE BASED ON CURRENT REGULATIONS. |
| Form 990, Part XI, Line 9 | CHANGE IN VALUE OF SPLIT INTEREST AGREEMEMNTS = -$3339896 |