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← CONNECTICUT HISTORICAL SOCIETY

Form 990 for tax year 2022

Filed by CONNECTICUT HISTORICAL SOCIETY.

Totals

Total revenue
$4,448,224
Total expenses
$4,807,039
Contributions and grants received
$2,813,271
Grants paid
$0
Program service revenue
$132,584
Investment income
$1,496,785
Other revenue
$5,584
Total assets, end of year
$59,235,873
Total liabilities, end of year
$1,164,159
Net assets or fund balances, end of year
$58,071,714
Program services expenses (Part IX)
$2,743,881
Management and general expenses
$1,171,925
Fundraising expenses
$891,233
Program service expenses (Part III)
$2,743,881

Program services were 57.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $62,897

  • 1e · Government grants (contributions)

    $877,573

  • 1f · All other contributions, gifts and grants

    $1,872,801

  • 1g · Noncash contributions included above

    $7,144

  • 2a · Program service revenue: COLLECTION ACC./RES. CTR.

    total $18,113 · excluded $18,113

  • 2b · Program service revenue: EDUCATION

    total $95,887 · excluded $95,887

  • 2c · Program service revenue: EXHIBITS AND PROGRAMS

    total $18,584 · excluded $18,584

  • 3 · Investment income

    total $960,864 · excluded $960,864

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $4,749,271

  • 7b · Less cost or other basis and sales expenses

    securities $4,213,350

  • 7c · Gain or loss

    securities $535,921

  • 7d · Net gain or loss

    total $535,921 · related or exempt $535,921

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $6,194

  • 10b · Cost of goods sold

    $4,499

  • 10c · Net income from sales of inventory

    total $1,695 · excluded $1,695

  • 11a · Other revenue: Miscellaneous

    total $3,889 · excluded $3,889

  • 11e · Other revenue, total

    $3,889

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $362,469 · program services $52,677 · management and general $148,248 · fundraising $161,544

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,789,194 · program services $1,230,415 · management and general $155,639 · fundraising $403,140

  • 8 · Pension plan contributions

    total $91,256 · program services $50,370 · management and general $14,291 · fundraising $26,595

  • 9 · Other employee benefits

    total $116,420 · program services $68,938 · management and general $11,592 · fundraising $35,890

  • 10 · Payroll taxes

    total $168,384 · program services $96,225 · management and general $27,152 · fundraising $45,007

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $23,754 · management and general $23,754

  • 11c · Fees: accounting

    total $21,149 · management and general $21,149

  • 11d · Fees: lobbying

    total $65,000 · management and general $65,000

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $177,392 · management and general $177,392

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $59,979 · program services $11,688 · management and general $39,420 · fundraising $8,871

  • 13 · Office expenses

    total $188,232 · program services $67,954 · management and general $37,153 · fundraising $83,125

  • 14 · Information technology

    total $74,659 · program services $4,427 · management and general $55,703 · fundraising $14,529

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $424,649 · program services $409,356 · management and general $9,531 · fundraising $5,762

  • 17 · Travel

    total $23,534 · program services $19,906 · management and general $3,127 · fundraising $501

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $19,143 · program services $12,703 · management and general $5,396 · fundraising $1,044

  • 20 · Interest

    total $4,347 · management and general $4,347

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $194,908 · program services $189,639 · management and general $4,720 · fundraising $549

  • 23 · Insurance

    total $7,363 · management and general $7,363

  • 24a · Other expenses: CONTRACT SERVICES

    total $647,350 · program services $222,231 · management and general $343,831 · fundraising $81,288

  • 24b · Other expenses: ACQUISITIONS COLLECTIONS

    total $102,930 · program services $102,930

  • 24c · Other expenses: EQUIPMENT RENTAL

    total $47,584 · program services $44,346 · management and general $3,028 · fundraising $210

  • 24d · Other expenses: MEMBERSHIP, DUES, SUBSCRIPTION

    total $43,277 · program services $12,308 · management and general $12,379 · fundraising $18,590

  • 24e · All other expenses

    total $154,066 · program services $147,768 · management and general $1,710 · fundraising $4,588

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $982,039 · end of year $945,444

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $1,143,915 · end of year $251,670

  • 4 · Accounts receivable

    beginning of year $3,719 · end of year $1,772

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    beginning of year $46,331 · end of year $44,039

  • 9 · Prepaid expenses and deferred charges

    beginning of year $52,383 · end of year $74,422

  • 10a · Land, buildings and equipment: cost or other basis

    $8,956,755

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,018,920

  • 10c · Land, buildings and equipment, net

    beginning of year $4,087,255 · end of year $3,937,835

  • 11 · Investments: publicly traded securities

    beginning of year $49,441,027 · end of year $40,080,719

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $16,970,434 · end of year $13,899,972

  • 17 · Accounts payable and accrued expenses

    beginning of year $220,467 · end of year $286,447

  • 19 · Deferred revenue

    beginning of year $6,400 · end of year $190,823

  • 23 · Secured mortgages and notes payable

    beginning of year $286,889 · end of year $686,889

  • 27 · Net assets without donor restrictions

    beginning of year $26,480,732 · end of year $21,515,686

  • 28 · Net assets with donor restrictions

    beginning of year $45,732,615 · end of year $36,556,028

Mission and programs · 2022

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.

  • 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.

    Expenses $1,173,026

  • EDUCATION - PROMOTES THE STUDY AND ENJOYMENT OF CONNECTICUT HISTORY THROUGH SCHOOL GROUP AND ADULT PROGRAMS, TOURS AND OUTREACH ACTIVITIES.

    Expenses $576,823 · Revenue $95,887

  • EXHIBITS AND PROGRAMS - DEVELOPS AND DISPLAYS THEMED EXHIBITIONS RELATED TO VARIOUS ASPECTS OF CONNECTICUT HISTORY, ALONG WITH ACCOMPANYING LECTURES AND BOOK TALKS.

    Expenses $470,685 · Revenue $18,584

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Robert A Kret

    CEO

    Total calculated
    $238,416
    From this org
    $220,648
    From related orgs
    $0
    Other
    $17,768
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $220,648
    Bonus
    not reported
    Other
    not reported
    Deferred
    $11,506
    Nontaxable benefits
    $6,262
    Filer's total
    $238,416

  • Richard Tuchman

    Chief Adv. Officer

    Total calculated
    $151,998
    From this org
    $144,555
    From related orgs
    $0
    Other
    $7,443
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $144,555
    Bonus
    not reported
    Other
    not reported
    Deferred
    $7,215
    Nontaxable benefits
    $228
    Filer's total
    $151,998

  • Kevin Hughes

    CFO

    Total calculated
    $139,096
    From this org
    $126,455
    From related orgs
    $0
    Other
    $12,641
    Hours/week
    50

  • Ilene Frank

    CHIEF CURATOR

    Total calculated
    $136,427
    From this org
    $123,997
    From related orgs
    $0
    Other
    $12,430
    Hours/week
    50

  • C Paul Beach Jr

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • David Klein

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Henry Zachs

    2ND VICE PRES.

    Total calculated
    $0
    Hours/week
    2

  • Bichop Nawrot

    Vice President

    Total calculated
    $0
    Hours/week
    2

  • Portia Corbett

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Dann Broyld

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Barbara Kiefer

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Dixon Mallory

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • George Jepsen

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Stephen Nightingale

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Alan Aleia

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Sara Champion

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Corbin Walburger

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Robert Bazyk

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Michael Cantor

    Chairman

    Total calculated
    $0
    Hours/week
    2

  • Sylvia Kelly

    President

    Total calculated
    $0
    Hours/week
    2

  • Fiona Vernal

    1st VICE PRES.

    Total calculated
    $0
    Hours/week
    2

  • Jason Rojas

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Tammy Exum

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • David McCary

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • James Williams

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • James Pelletier

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Joann Price

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Eliot Bassin

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Manisha Sinha

    Trustee

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
15 August 2023
IRS schema version
2022v5.0
Source object
202302279349302325

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