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BRUCE MUSEUM INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BRUCE MUSEUM INC (EIN 23-7105904)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-10
IRS object ID
202631309349300928
Schema version
2024v5.5
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)
Return2026-05-10T20:12:42-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331374517PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13001 SUMMER STREET 5TH FLOOR EASTAddressLine1Txt
CitySTAMFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06905ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237105904EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRUCE MUSEUM INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBRUCBusinessNameControlTxt
Phone2038690376PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 MUSEUM DRIVEAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY-KATE O'HAREPersonNm
Person TitleEXECUTIVE DIRECTOR AND CEOPersonTitleTxt
Phone2038690376PhoneNum
Signature2026-05-10SignatureDt
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 PersonEVA MRUKPreparerPersonNm
PTINP00543254PTIN
Phone2033232400PhoneNum
Preparation2026-05-08PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARY-KATE O'HAREPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 MUSEUM DRIVEAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,691,944GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BRUCEMUSEUM.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1970FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionTHE BRUCE CULTIVATES DISCOVERY AND WONDER, ENGAGING A BROAD AUDIENCE THROUGH THE POWER OF ART AND SCIENCE.ActivityOrMissionDesc
Voting Members Governing Body37VotingMembersGoverningBodyCnt
Voting Members Independent36VotingMembersIndependentCnt
Total Employee92TotalEmployeeCnt
Total Volunteers229TotalVolunteersCnt
Total Gross UBI$204,101TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$8,855,733PYContributionsGrantsAmt
CY Contributions Grants$6,154,793CYContributionsGrantsAmt
PY Program Service Revenue$545,079PYProgramServiceRevenueAmt
CY Program Service Revenue$535,671CYProgramServiceRevenueAmt
PY Investment Income$924,665PYInvestmentIncomeAmt
CY Investment Income$595,889CYInvestmentIncomeAmt
PY Other Revenue$366,071PYOtherRevenueAmt
CY Other Revenue$484,575CYOtherRevenueAmt
PY Total Revenue$10,691,548PYTotalRevenueAmt
CY Total Revenue$7,770,928CYTotalRevenueAmt
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$5,190,857PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,585,545CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$5,025PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$69,432CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,439,406CYTotalFundraisingExpenseAmt
PY Other Expenses$5,784,196PYOtherExpensesAmt
CY Other Expenses$5,622,412CYOtherExpensesAmt
PY Total Expenses$10,980,078PYTotalExpensesAmt
CY Total Expenses$11,277,389CYTotalExpensesAmt
PY Revenues Less Expenses-$288,530PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,506,461CYRevenuesLessExpensesAmt
Total Assets BOY$96,237,544TotalAssetsBOYAmt
Total Assets EOY$96,211,219TotalAssetsEOYAmt
Total Liabilities BOY$4,073,502TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,292,352TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$92,164,042NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$92,918,867NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE BRUCE CULTIVATES DISCOVERY AND WONDER, ENGAGING A BROAD AUDIENCE THROUGH THE POWER OF ART & SCIENCE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$8,756,455ExpenseAmt
Grant$0GrantAmt
Revenue$566,350RevenueAmt
DescTHE BRUCE MUSEUM, LOCATED IN BRUCE PARK, OVERLOOKING THE LONG ISLAND SOUND IN GREENWICH, CONNECTICUT, HARNESSES THE TRANSFORMATIVE POTENTIAL OF ART AND SCIENCE TO SPARK CURIOSITY AND CONNECTION. OPENING IN 1912 WITH A MULTIDISCIPLINARY VISION, THE MUSEUM HOUSES A UNIQUE COLLECTION THAT ENCOMPASSES VISUAL ARTS AS WELL AS WORKS OF SCIENTIFIC, HISTORICAL AND CULTURAL SIGNIFICANCE SPANNING MILLENNIA. WITH LEARNING AT ITS CORE, THE BRUCE OFFERS WIDE-RANGING EXHIBITIONS AND PUBLIC PROGRAMS, SERVING AS A DYNAMIC CENTER FOR DISCOVERY THAT WELCOMES AND ENGAGES VISITORS OF ALL AGES.THE BRUCE UNDERWENT A DRAMATIC EXPANSION AND UPGRADE IN 2023 WITH THE OPENING OF A NEW BUILDING THAT DOUBLED ITS SIZE AND TRIPLED ITS GALLERY SPACES. IN ITS NEW STATE-OF-THE-ART HOME, THE BRUCE IS DEEPENING ITS ROLE AS A VITAL RESOURCE FOR LEARNING, COMMUNITY BUILDING AND CONNECTIVITY. FOR MORE INFORMATION, VISIT WWW.BRUCEMUSEUM.ORG.IN APRIL 2025, DR. MARY-KATE O'HARE BECAME THE NEW SUSAN E. LYNCH EXECUTIVE DIRECTOR AND CEO. SHE HAS 25 YEARS OF CURATORIAL AND LEADERSHIP EXPERIENCE AND CAME TO THE BRUCE FROM CITI PRIVATE BANK ART ADVISORY, WHERE SHE SERVED AS HEAD OF ART ADVISORY AND DIRECTOR. PRIOR TO HER TIME AT CITI, O'HARE SPENT 13 YEARS AT THE NEWARK MUSEUM, WHERE SHE ASSUMED INCREASINGLY IMPORTANT ROLES FROM ASSISTANT CURATOR TO CURATOR OF AMERICAN ART AND DEPARTMENT HEAD.IN FISCAL 2024/2025 THE MUSEUM HOSTED FOURTEEN CHANGING ART EXHIBITIONS, THREE CHANGING SCIENCE EXHIBITIONS AS WELL AS THREE SEMI-PERMANENT ART EXHIBITIONS AND PERMANENT SCIENCE AND MINERAL EXHIBITIONS. MAJOR EXHIBITIONS INCLUDED:ALASKA ON THIN ICE (MARCH 6 TO OCTOBER 19, 2025)THIS EXHIBIT SHOWCASED ALASKA'S BREATHTAKING LANDSCAPES AND MAJESTIC WILDLIFE WHILE EXPOSING THE REALITY OF ITS SHIFTING LANDSCAPE DUE TO TEMPERATURES RISING FASTER THAN ALMOST ANYWHERE IN THE USA.CONSERVATION THROUGH THE ARTS: CELEBRATING THE FEDERAL DUCK STAMP PROGRAM (SEPTEMBER 5 TO NOVEMBER 23, 2024)THIS EXHIBIT INCLUDED THE DONATION OF 72 WORKS BY RENOWNED WILDLIFE ARTISTS DONATED BY TRUSTEE RICHIE PRAGER. THE EXHIBIT CELEBRATED ONE OF THE MOST SUCCESSFUL CONSERVATION PROGRAMS IN USA HISTORY WITH FUNDS RAISED FROM STAMP SALES CONSERVING OVER 6 MILLION ACRES OF WETLANDS IN ALL 50 STATES. THE EXHIBIT COINCIDED WITH THE MUSEUM HOSTING THE SEPTEMBER 2024 FEDERAL DUCK STAMP CONTEST.BLANCHE LAZZELL: BECOMING AN AMERICAN ARTIST (FEBRUARY 6 TO MAY 4, 2025)THIS WAS THE FIRST EXHIBIT OF HER WORKS IN TWO DECADES INCLUDING MORE THAN 60 WORKS FROM THE ART MUSEUM OF WEST VIRGINIA. IT WAS A TRIBUTE TO A FEMALE ARTIST WHO TRANSLATED EUROPEAN MODERNISM INTO A UNIQUELY AMERICAN FORM. LAZZELL CONSIDERED HERSELF PRIMARILY A PAINTER BUT HER TIME IN PROVINCETOWN, MA REVEALED HER INGENUITY AS A PRINTMAKER WITH HER UNIQUE WHITE-LINE AND COLOR WOODCUTS, WHICH EARNED HER CRITICAL APPRECIATION. HER WOODCUTS BECAME FERTILE GROUND FOR GEOMETRIC ABSTRACTION AND CUBIST FRAGMENTATION.JEREMY FREY: WOVEN (JUNE 5 TO SEPTEMBER 7, 2025)THE FIRST MAJOR RETROSPECTIVE OF A WABANAKI ARTIST IN A FINE ART MUSEUM IN THE USA FEATURED 50 BASKETS AND PRESENTED A COMPREHENSIVE SURVEY OF FREY'S CAREER SPANNING MORE THAN TWO DECADES. THE EXHIBIT WAS ORGANIZED BY THE PORTLAND MUSEUM OF ART. FREY IS A SEVENTH GENERATION PASSAMAQUODDY BASKET MAKER AND ONE OF THE MOST CELEBRATED INDIGENOUS WEAVERS IN THE COUNTRY. IN 2025 FREY RECEIVED THE MACARTHUR FELLOWSHIP, AN $800K AWARD GIVEN TO INDIVIDUALS WHO DEMONSTRATE EXTRAORDINARY CREATIVITY AND POTENTIAL TO IMPACT SOCIETY.Desc
Total Program Service Expenses$8,756,455TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
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 Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
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 Document52IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee92EmployeeCnt
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 Members37GoverningBodyVotingMembersCnt
Independent Voting Member36IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BILL RAYMONDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2034137525PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE MUSEUM DRIVEAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
JOHN C HART
CO-CHAIR3.00Yes (X)Yes (X)$0$0$0
KAREN S KEEGAN
CO-CHAIR3.00Yes (X)$0$0$0
JUDITH K STEIN MD
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
REBECCA GILLAN INTERIM CEO THRU
MAY 2025 / TREASURER55.00Yes (X)Yes (X)$53,488$0$101
KATHLEEN L METINKO
ASSISTANT TREASURER1.00Yes (X)Yes (X)$0$0$0
CHRIST WOLFE NICHOLS
SECRETARY1.00Yes (X)Yes (X)$0$0$0
SUE MORETTI BODSON
TRUSTEE0.50Yes (X)$0$0$0
FRED CAMILLO
TRUSTEE0.01Yes (X)$0$0$0
MAURICE J CUNNIFFE
TRUSTEE1.00Yes (X)$0$0$0
KATHY C EPSTEIN
TRUSTEE0.60Yes (X)$0$0$0
VICKI NETTER FITZGERALD
TRUSTEE0.40Yes (X)$0$0$0
HARRY FISHER
TRUSTEE0.04Yes (X)$0$0$0
SHAUN FLETCHER
TRUSTEE0.80Yes (X)$0$0$0
ERIN GLASEBROOK
TRUSTEE0.50Yes (X)$0$0$0
STEVEN GROSSMAN
TRUSTEE0.70Yes (X)$0$0$0
LILE R GIBBONS
TRUSTEE0.50Yes (X)$0$0$0
TRACY BISHOP HOLTON
TRUSTEE, THRU JUNE 20251.10Yes (X)$0$0$0
GRACE LOCKHART DJURANOVIC
TRUSTEE0.30Yes (X)$0$0$0
MICHAEL A KOVNER
TRUSTEE0.20Yes (X)$0$0$0
ROBERT H LAWRENCE
TRUSTEE0.50Yes (X)$0$0$0
QAHIR MADHANY
TRUSTEE0.80Yes (X)$0$0$0
CHARLES M ROYCE
TRUSTEE0.50Yes (X)$0$0$0
NICOLE REYNOLDS
TRUSTEE0.30Yes (X)$0$0$0
LAURIE RUBIN
TRUSTEE0.30Yes (X)$0$0$0
ANNE C SHERRERD
TRUSTEE0.40Yes (X)$0$0$0
DEBORAH SIMON
TRUSTEE0.30Yes (X)$0$0$0
ANGELA TIMASHEV
TRUSTEE0.01Yes (X)$0$0$0
ALEXIS VOULGARIS
TRUSTEE1.00Yes (X)$0$0$0
JACQUELINE WALKER
TRUSTEE0.40Yes (X)$0$0$0
ANDREW WIENER
TRUSTEE0.40Yes (X)$0$0$0
CAROLYN WESTERBERG
TRUSTEE0.40Yes (X)$0$0$0
DAVID YUDAIN
TRUSTEE0.40Yes (X)$0$0$0
MEGAN M CLARK
TRUSTEE0.40Yes (X)$0$0$0
SIMONE MCENTIRE
TRUSTEE1.10Yes (X)$0$0$0
ROBERTO MAGANA
TRUSTEE0.90Yes (X)$0$0$0
WILLIAM F RUPRECHT
TRUSTEE0.50Yes (X)$0$0$0
ABIODUN TOBUN
TRUSTEE1.20Yes (X)$0$0$0
CAROLYN HAMRAK
CFO, THRU DECEMBER 202435.00Yes (X)$181,150$0$18,045
MARY KATHRYN O'HARE EXECUTIVE
DIRECTOR /CEO AS OF APRIL 202535.00Yes (X)$0$0$0
JONATHAN ROHER
COO, THRU JULY 202435.00Yes (X)$86,759$0$5,295
WILLIAM RAYMOND
DIRECTOR OF FINANCE35.00Yes (X)$100,753$0$18,637
TAYLOR GRAY
MARKETING35.00$112,453$0$8,841Yes (X)
WHITNEY ROSENBERG
DIRECTOR OF DEVELOPMENT35.00$185,000$0$10,726Yes (X)
ANNE VON STUELPNAGEL
DIRECTOR OF EXHIBITIONS35.00$119,633$0$8,342Yes (X)
MARGARITA KARASOULAS
DIRECTOR OF ART35.00$108,514$0$19,043Yes (X)
FELIPE ROGRIGUEZ
SECURITY35.00$110,954$0$31,738Yes (X)
ROBERT WOLTERSTORFF FORMER
EXECUTIVE DIRECTOR/CEO35.00$280,252$0$33,462Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,338,956TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$154,230TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K12IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
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
TURNER CONSTRUCTION
50 WATERVIEW DRIVE SUITE 220SHELTONCT06484CONSTRUCTION SERVICES$588,193
EMCOR SERVICES NEW ENGLAND MECHANICAL
55 GERBER ROAD EASTSOUTH WINDSORCT06074MECHANICAL SERVICES$311,099
ESKEW DUMEZ RIPPLE
ONE CANAL PLACE SUITE 3150NEW ORLEANSLA70130ARCHITECTURAL SERVICES$210,670
CHARLES IT LLC
150 WILLIAM STREETMIDDLETOWNCT06457IT SERVICES$171,239
CLIFTONLARSONALLEN LLP
220 SOUTH 6TH STREET SUITE 300MINNEAPOLISMN55402LEGAL SERVICES$143,593
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K9CntrctRcvdGreaterThan100KCnt
Membership Dues$564,693MembershipDuesAmt
Fundraising$806,757FundraisingAmt
Government Grants$1,033,068GovernmentGrantsAmt
All Other Contributions$3,750,275AllOtherContributionsAmt
Noncash Contributions$577,400NoncashContributionsAmt
Total Contributions$6,154,793TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMISSIONS611710$368,760$368,760
WORKSHOP/PROGRAM FEES611710$128,740$128,740
MEMBERSHIP DUES611710$38,171$38,171
FieldValueIRS element (for citing)
Total Program Service Revenue$535,671TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$704,470TotalRevenueColumnAmt
Unrelated Business Revenue$2,493UnrelatedBusinessRevenueAmt
Exclusion$701,977ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$271,524RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$884RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$270,640RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$270,640TotalRevenueColumnAmt
Exclusion$270,640ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,319,080SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,427,661SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$108,581SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$108,581TotalRevenueColumnAmt
Exclusion-$108,581ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$264,160FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$806,757ContriRptFundraisingEventAmt
Fundraising Direct Expenses$306,854FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$42,694TotalRevenueColumnAmt
Exclusion-$42,694ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$417,904GrossSalesOfInventoryAmt
Cost Of Goods Sold$185,617CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$232,287TotalRevenueColumnAmt
Related Or Exempt Func Income$30,679RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$201,608UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISC - COMMISSIONSDesc
Business900099BusinessCd
Total Revenue Column$24,342TotalRevenueColumnAmt
Exclusion$24,342ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$24,342OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,770,928TotalRevenueColumnAmt
Related Or Exempt Func Income$566,350RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$204,101UnrelatedBusinessRevenueAmt
Exclusion$845,684ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$573,925TotalAmt
Program Services$447,696ProgramServicesAmt
Management And General$40,967ManagementAndGeneralAmt
Fundraising$85,262FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,822,270TotalAmt
Program Services$2,981,886ProgramServicesAmt
Management And General$272,741ManagementAndGeneralAmt
Fundraising$567,643FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$153,365TotalAmt
Program Services$119,634ProgramServicesAmt
Management And General$10,947ManagementAndGeneralAmt
Fundraising$22,784FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$606,993TotalAmt
Program Services$473,491ProgramServicesAmt
Management And General$43,327ManagementAndGeneralAmt
Fundraising$90,175FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$428,992TotalAmt
Program Services$334,639ProgramServicesAmt
Management And General$30,622ManagementAndGeneralAmt
Fundraising$63,731FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$63,044TotalAmt
Management And General$63,044ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$64,089TotalAmt
Management And General$64,089ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$69,432TotalAmt
Fundraising$69,432FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$107,008TotalAmt
Management And General$107,008ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$722,152TotalAmt
Program Services$489,941ProgramServicesAmt
Management And General$76,884ManagementAndGeneralAmt
Fundraising$155,327FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$297,660TotalAmt
Program Services$291,623ProgramServicesAmt
Management And General$439ManagementAndGeneralAmt
Fundraising$5,598FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$640,606TotalAmt
Program Services$432,576ProgramServicesAmt
Management And General$86,886ManagementAndGeneralAmt
Fundraising$121,144FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$136,675TotalAmt
Program Services$108,387ProgramServicesAmt
Management And General$16,761ManagementAndGeneralAmt
Fundraising$11,527FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$420,422TotalAmt
Program Services$363,931ProgramServicesAmt
Management And General$43,046ManagementAndGeneralAmt
Fundraising$13,445FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$60,246TotalAmt
Program Services$57,993ProgramServicesAmt
Management And General$206ManagementAndGeneralAmt
Fundraising$2,047FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$244,815TotalAmt
Program Services$89,488ProgramServicesAmt
Management And General$1,109ManagementAndGeneralAmt
Fundraising$154,218FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$188,411TotalAmt
Program Services$163,093ProgramServicesAmt
Management And General$19,292ManagementAndGeneralAmt
Fundraising$6,026FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,497,020TotalAmt
Program Services$1,295,860ProgramServicesAmt
Management And General$153,283ManagementAndGeneralAmt
Fundraising$47,877FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$64,867TotalAmt
Program Services$49,979ProgramServicesAmt
Management And General$9,236ManagementAndGeneralAmt
Fundraising$5,652FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
EXHIBITIONS/COLLECTIONS$518,066$517,633$147$286
CLEANING & MAINTENANCE$508,847$453,276$40,454$15,117
HONORARIUM$54,992$52,980$2,012
MISC OPERATING EXPENSES$33,492$32,349$1,040$103

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$11,277,389TotalAmt
Program Services$8,756,455ProgramServicesAmt
Management And General$1,081,528ManagementAndGeneralAmt
Fundraising$1,439,406FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,212,987BOYAmt
EOY$1,045,899EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,136,714BOYAmt
EOY$2,208,399EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,955,083BOYAmt
EOY$740,377EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$97,262BOYAmt
EOY$85,333EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$41,505BOYAmt
EOY$52,449EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$63,391,373LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,366,914LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$60,412,294BOYAmt
EOY$59,024,459EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$26,794,712BOYAmt
EOY$27,948,993EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$4,586,987BOYAmt
EOY$5,105,310EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$96,237,544BOYAmt
EOY$96,211,219EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$404,861BOYAmt
EOY$361,843EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$187,236BOYAmt
EOY$120,663EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$3,481,405BOYAmt
EOY$2,809,846EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,073,502BOYAmt
EOY$3,292,352EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$59,141,825BOYAmt
EOY$57,001,725EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$33,022,217BOYAmt
EOY$35,917,142EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$92,164,042BOYAmt
EOY$92,918,867EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$96,237,544BOYAmt
EOY$96,211,219EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$3,506,461ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,265,786NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$4,500OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
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$16,423,671CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,141,247CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,681,535CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,855,733CurrentTaxYearMinus1YearAmt
Current Tax Year$6,154,793CurrentTaxYearAmt
Total$59,256,979TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$330,754CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$330,754CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,115,510CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,321,432CurrentTaxYearMinus1YearAmt
Current Tax Year$1,356,138CurrentTaxYearAmt
Total$4,454,588TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,754,425CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,472,001CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,797,045CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,177,165CurrentTaxYearMinus1YearAmt
Current Tax Year$7,510,931CurrentTaxYearAmt
Total$63,711,567TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$7,577,582SubstantialContributorsTotAmt
Public Support Total170$56,133,985PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$738,322CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,432,881CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$716,781CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,246,532CurrentTaxYearMinus1YearAmt
Current Tax Year$975,994CurrentTaxYearAmt
Total$5,110,510TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$7,507CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,796CurrentTaxYearMinus1YearAmt
Current Tax Year$24,342CurrentTaxYearAmt
Total$49,645TotalAmt
FieldValueIRS element (for citing)
Total Support$68,871,722TotalSupportAmt
Gross Receipts Rltd Activities$2,830,554GrossReceiptsRltdActivitiesAmt
Public Support CY1700.81510PublicSupportCY170Pct
Public Support PY1700.81810PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISCELLANEOUS - 2022 AMOUNT: $ 7,507. 2023 AMOUNT: $ 17,796. 2024 AMOUNT: $ 24,342.ExplanationTxt

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 D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets SaleYes (1)SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$30,534,297BeginningYearBalanceAmt
Contributions$562,121ContributionsAmt
Investment Earnings Or Losses$4,005,943InvestmentEarningsOrLossesAmt
Other Expenditures$1,485,591OtherExpendituresAmt
End Year Balance$33,616,770EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,308,408BeginningYearBalanceAmt
Contributions$609,165ContributionsAmt
Investment Earnings Or Losses$4,098,802InvestmentEarningsOrLossesAmt
Other Expenditures$1,482,078OtherExpendituresAmt
End Year Balance$30,534,297EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,622,309BeginningYearBalanceAmt
Contributions$1,038,386ContributionsAmt
Investment Earnings Or Losses$2,083,409InvestmentEarningsOrLossesAmt
Other Expenditures$1,435,696OtherExpendituresAmt
End Year Balance$27,308,408EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$34,470,346BeginningYearBalanceAmt
Contributions$2,602ContributionsAmt
Investment Earnings Or Losses-$7,563,339InvestmentEarningsOrLossesAmt
Other Expenditures$1,287,300OtherExpendituresAmt
End Year Balance$25,622,309EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$24,304,684BeginningYearBalanceAmt
Contributions$242,150ContributionsAmt
Investment Earnings Or Losses$11,141,753InvestmentEarningsOrLossesAmt
Other Expenditures$1,218,241OtherExpendituresAmt
End Year Balance$34,470,346EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00145BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.67310PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.32540TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$62,652,129OtherCostOrOtherBasisAmt
Depreciation$3,942,182DepreciationAmt
Book Value$58,709,947BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$679,858OtherCostOrOtherBasisAmt
Depreciation$365,346DepreciationAmt
Book Value$314,512BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$59,386OtherCostOrOtherBasisAmt
Depreciation$59,386DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$59,024,459TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PRIVATE EQUITY INVESTMENTS$2,103,841F
HEDGE FUNDS$3,001,469F
FieldValueIRS element (for citing)
Total Book Value Securities$5,105,310TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$12,116,207TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$4,265,786NetUnrealizedGainsInvstAmt
Other Revenue$186,501OtherRevenueAmt
Revenue Not Reported$4,452,287RevenueNotReportedAmt
Revenue Subtotal$7,663,920RevenueSubtotalAmt
Investment Expenses Not Incld$107,008InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$107,008RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$7,770,928TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$11,356,882TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$186,501OtherExpensesIncludedAmt
Expenses Not Reported$186,501ExpensesNotReportedAmt
Expenses Subtotal$11,170,381ExpensesSubtotalAmt
Investment Expenses Not Incld2$107,008InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$107,008ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$11,277,389TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4:PURSUANT TO AN AGREEMENT BETWEEN BRUCE MUSEUM, INC. ("BMI") AND THE TOWN OF GREENWICH (THE "TOWN"), THE TOWN RETAINS TITLE OF THE MUSEUM FACILITIES AND THE COLLECTIONS. THE COLLECTIONS CONSISTS OF 19TH AND 20TH CENTURY AMERICAN AND EUROPEAN PAINTINGS, TEXTILES, SCULPTURES, GRAPHICS AS WELL AS WORLD-CLASS MINERALS AND WILDLIFE SPECIMENS. THE MUSEUM ALSO HAS COLLECTIONS OF PRE-COLUMBIAN, NATIVE AMERICAN, AND ASIAN ART.
PART V, LINE 4:BMI MAINTAINS VARIOUS DONOR-RESTRICTED AND BOARD-DESIGNATED FUNDS WHOSE PURPOSE IS TO PROVIDE LONG TERM SUPPORT FOR THE MUSEUM'S MISSION AND CHARITABLE PROGRAMS.
PART X, LINE 2:BMI RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT BMI HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. FOR INFORMATION RETURNS, BMI IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO YEARS ENDING JUNE 30, 2022 AND PRIOR.
PART XI, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD REPORTED ON PART VIII, LINE 10B 185,617. RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 884.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD REPORTED ON PART VIII, LINE 10B 185,617. RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 884.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA AND THE CARIBBEANRegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedINVESTMENTSTypeOfActivitiesConductedTxt
Region Total Expenditures$3,001,469RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$3,001,469SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$3,001,469TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, FOREIGN FORMS, LINE 3:FormAndLineReferenceDesc
ExplanationBMI IS NOT REQUIRED TO FILE FORM 5471 AS IT DOES NOT MEET THE APPLICABLE OWNERSHIP THRESHOLD OR OTHER FILING REQUIREMENTS.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
MICHELLE CRYER
15 SHORE ACRE DRIVEOLD GREENWICHCT06870GRANT WRITING SERVICES0$20,000$10,125$9,875
CREATIVE FUNDRAISING ADVISORS
1041 GRAND AVE SUITE 225ST PAULMN55105CAMPAIGN CONSULTANTS0$0$59,307-$59,307
FieldValueIRS element (for citing)
Total Gross Receipts$20,000TotalGrossReceiptsAmt
Total Retained By Contractors$69,432TotalRetainedByContractorsAmt
Total Net To Organization-$49,432TotalNetToOrganizationAmt
Licensed StatesCTLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ANNUAL GALAEvent1Nm
Gross Receipts Event1$986,364GrossReceiptsEvent1Amt
Charitable Contri Event1$729,464CharitableContriEvent1Amt
Gross Revenue Event1$256,900GrossRevenueEvent1Amt
Food And Beverage Event1$113,072FoodAndBeverageEvent1Amt
Entertainment Event1$6,075EntertainmentEvent1Amt
Other Direct Expenses Event1$144,476OtherDirectExpensesEvent1Amt
Event2BRUCE VISIONARY AWARDSEvent2Nm
Gross Receipts Event2$68,728GrossReceiptsEvent2Amt
Charitable Contri Event2$62,428CharitableContriEvent2Amt
Gross Revenue Event2$6,300GrossRevenueEvent2Amt
Food And Beverage Event2$10,480FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$10,109OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$15,825GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$14,865CharitableContriOtherEventsAmt
Gross Revenue Other Events$960GrossRevenueOtherEventsAmt
Food And Beverage Other Events$16,041FoodAndBeverageOtherEventsAmt
Entertainment Other Events$941EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$5,660OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,070,917GrossReceiptsTotalAmt
Charitable Contributions Tot$806,757CharitableContributionsTotAmt
Gross Revenue Total Events$264,160GrossRevenueTotalEventsAmt
Food And Beverage Total Events$139,593FoodAndBeverageTotalEventsAmt
Entertainment Total Events$7,016EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$160,245OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$306,854DirectExpenseSummaryEventsAmt
Net Income Summary-$42,694NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART I, LINE 2B, COLUMN (V)FormAndLineReferenceDesc
ExplanationTHE FEE FOR PROVIDING CAMPAIGN CONSULTANTS TO THE ORGANIZATION SHALL BE $75,000. CFA WILL INVOICE THE BRUCE FOR REASONABLE AND NECESSARY TRAVEL EXPENSES WITHIN THIRTY (30) CALENDAR DAYS AFTER SUCH EXPENSES ARE INCURRED. EACH INVOICE WILL INCLUDE A DETAILED SUMMARY OF EXPENSES ALONG WITH COPIES OF ALL SUPPORTING RECEIPTS. PAYMENT OF ANY EXPENSE INVOICE BY THE BRUCE IS DUE WITHIN THIRTY (30) DAYS FROM THE DATE OF INVOICE ISSUANCE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
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 (3 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
ROBERT WOLTERSTORFF FORMER
EXECUTIVE DIRECTOR/CEO$111,752$0$18,500$0$150,000$0$14,194$0$19,268$0$313,714$0$0$0
CAROLYN HAMRAK
CFO, THRU DECEMBER 2024$128,842$0$0$0$52,308$0$6,673$0$11,372$0$199,195$0$0$0
WHITNEY ROSENBERG
DIRECTOR OF DEVELOPMENT$175,000$0$10,000$0$0$0$8,750$0$1,976$0$195,726$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 4AROBERT WOLTERSTORFF CEO, JONATHAN ROHNER COO, AND CAROLYN HAMRAK CFO, RECEIVED SEVERANCE PAYMENTS IN THE AMOUNT OF $150,000, $20,000, AND $52,308, ACCORDINGLY.
PART I, LINE 7THE ORGANIZATION PAID DISCRETIONARY BONUSES TO INDIVIDUALS REPORTED IN PART VII OF THE FORM 990, AND PART II OF SCHEDULE J. THESE AMOUNTS ARE INCLUDED IN THEIR REPORTABLE COMPENSATION.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution12ContributionCnt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution14ContributionCnt
Noncash Contributions Rpt F990$422,605NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVG. SELLING PRICEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescAUCTION ITEMSDesc
Contribution65ContributionCnt
Noncash Contributions Rpt F990$154,795NoncashContributionsRptF990Amt
Method Of Determining RevenuesDONOR PROVIDED VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, COLUMN (B):THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I, COLUMN (B) OF SCHEDULE M.
PART I, LINE 33:VARIOUS COLLECTION ITEMS WERE DONATED TO THE MUSEUM, WHICH IS OWNED BY THE TOWN, DURING THE TAX YEAR. TITLE TO ALL OBJECTS IN THE COLLECTIONS OF THE MUSEUM, AND ALL ADDITIONS THERETO, IS VESTED EXCLUSIVELY IN THE TOWN AND IS HELD IN PUBLIC TRUST. ACCORDINGLY, THE MUSEUM DID NOT REPORT INCOME FROM THE DONATIONS OF OBJECTS TO THE MUSEUM'S COLLECTION ON THE FORM 990, PART VIII. DURING THE FISCAL YEAR, APPROXIMATELY 12 TOTAL PIECES OF ART WERE DONATED BY 7 CONTRIBUTORS TO BECOME PART OF THE MUSEUM'S COLLECTIONS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 4ORGANIZATION AMENDED ITS BY-LAWS DURING FISCAL YEAR 2025, THE FOLLOWING CHANGES TO STRUCTURE, AUTHORITY AND DUTIES OF THE ORGANIZATION'S OFFICERS: - IN FEBRUARY 2025, THE BOARD AMENDED THE BYLAWS TO ELIMINATE THE EXECUTIVE DIRECTOR/CHIEF OPERATING OFFICER CO-LEADERSHIP STRUCTURE ESTABLISHED IN 2024 AND TO RETURN TO A SINGLE EXECUTIVE DIRECTOR SERVING AS THE CORPORATION'S CHIEF EXECUTIVE OFFICER
FORM 990, PART VI, SECTION A, LINE 6BMI HAS VARIOUS CLASSES OF MEMBERSHIP AS AUTHORIZED BY THE BOARD OF TRUSTEES. EACH CLASS IS ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS, INCLUDING THE ELECTION OF TRUSTEES AT THE ANNUAL MEETING OF THE MEMBERS. THE PERSONS WHO COMPRISE A FAMILY MEMBERSHIP ARE ENTITLED TO ONE VOTE ON EACH MATTER. MEMBERS ARE NOT ENTITLED TO RECEIVE A SHARE OF THE ORGANIZATION'S PROFITS OR EXCESS DUES, OR A SHARE OF THE ORGANIZATION'S NET ASSETS UPON THE ORGANIZATION'S DISSOLUTION.
FORM 990, PART VI, SECTION A, LINE 7APURSUANT TO THE MANAGEMENT AGREEMENT BETWEEN BMI AND THE TOWN OF GREENWICH, THE TOWN OF GREENWICH DESIGNATES THREE TRUSTEES WITH VOTING RIGHTS TO THE BOARD OF BMI. THE MEMBERS OF BMI ELECT THE REMAINING TRUSTEES AT THE ANNUAL MEETING OF THE MEMBERS, BY A MAJORITY VOTE OF THE MEMBERS ENTITLED TO VOTE WHO ARE PRESENT IN PERSON OR BY WRITTEN PROXY.
FORM 990, PART VI, SECTION B, LINE 11BTHE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM. ONCE THE FORM 990 IS PREPARED, IT IS REVIEWED BY THE DIRECTOR OF FINANCE AND IS PRESENTED TO THE AUDIT COMMITTEE. ONCE APPROVED BY THE AUDIT COMMITTEE, THE PUBLIC DISCLOSURE COPY OF THE RETURN IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CBMI HAS A CONFLICT OF INTEREST POLICY WITHIN ITS CODE OF ETHICS WHICH COVERS THE BOARD OF TRUSTEES AS WELL AS THE ORGANIZATION'S STAFF AND OTHER VOLUNTEERS AS NEEDED. ALL OFFICERS AND TRUSTEES ARE REQUIRED TO DISCLOSE ANNUALLY ANY POTENTIAL CONFLICTS OF INTEREST. PER THE TERMS OF THIS POLICY, A TRUSTEE MAY NOT VOTE ON, APPROVE, OR RECOMMEND APPROVAL OF A TRANSACTION BETWEEN THE MUSEUM AND THAT TRUSTEE OR IMMEDIATE FAMILY MEMBER, AND MUST DISCLOSE ANY POTENTIAL CONFLICT PRIOR TO A VOTE OR OTHER ACTION. IF SUCH TRUSTEE IS PRESENT WHEN A MATTER INVOLVING A POTENTIAL CONFLICT OF INTEREST IS CONSIDERED, HE OR SHE MUST LEAVE THE MEETING DURING THAT DISCUSSION AND/OR THE VOTE. ADDITIONALLY, THE POLICY REQUIRES CARE TO BE EXERCISED BY STAFF TO ASSURE THAT NO CONFLICT OR PERCEIVED CONFLICT ARISES BETWEEN THEMSELVES AND THE ORGANIZATION, AND THE STAFF MUST NOT COLLECT FOR THEMSELVES IN COMPETITION WITH THE MUSEUM. CONFLICT OF INTEREST RESTRICTIONS ARE ALSO EXPLAINED TO VOLUNTEERS AND OBSERVED BY THEM. THE EXECUTIVE DIRECTOR & CEO AND A COMMITTEE DETERMINE CONFLICTS AND REVIEW THE CONFLICTS ONCE DETERMINED.
FORM 990, PART VI, SECTION B, LINE 15ATHE BOARD APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION INCLUDING BASE COMPENSATION AND POTENTIAL ANNUAL BONUS BASED ON PERFORMANCE GOALS. THE COMPENSATION WAS DOCUMENTED IN A 2019 OFFER LETTER FROM THE BOARD OF DIRECTORS TO THE EXECUTIVE DIRECTOR. THIS PROCESS WAS LAST UNDERTAKEN DURING FISCAL YEAR 2024 BY THE CO-CHAIRS OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IN CONSULTATION WITH THE EXECUTIVE COMMITTEE. THE ENTIRE BOARD OF TRUSTEES IS KEPT INFORMED AND APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION POSTS ITS FINANCIAL STATEMENTS ON ITS WEBSITE, AND ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST.
FORM 990, PART VI, SECTION B, LINE 14:THE ORGANIZATION DOES NOT YET HAVE A FORMAL WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY; HOWEVER, THE BOARD HAS INITIATED STEPS TO DEVELOP AND IMPLEMENT ONE.
FORM 990, PART XI, LINE 9:LOSS ON UNCOLLECTIBLE CONTRIBUTIONS RECEIVABLE -4,500.
FORM 990. PART XI, LINE 2C:THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.