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Nonprofiteer
← NEW HAVEN COLONY HISTORICAL SOCIETY

Form 990 for tax year 2022

Filed by NEW HAVEN COLONY HISTORICAL SOCIETY.

Totals

Total revenue
$1,643,554
Total expenses
$1,308,398
Contributions and grants received
$1,354,370
Grants paid
$0
Program service revenue
$33,253
Investment income
$130
Other revenue
$255,801
Total assets, end of year
$13,236,300
Total liabilities, end of year
$78,675
Net assets or fund balances, end of year
$13,157,625
Program services expenses (Part IX)
$857,028
Management and general expenses
$406,003
Fundraising expenses
$45,367
Program service expenses (Part III)
$857,028

Program services were 65.5% 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.

  • 1f · All other contributions, gifts and grants

    $1,354,370

  • 2a · Program service revenue: PROGRAM FEES

    total $16,055 · related or exempt $16,055

  • 2b · Program service revenue: MEMBERSHIP FEES

    total $14,660 · related or exempt $14,660

  • 2c · Program service revenue: RESEARCH & REPRODUCTIO

    total $2,538 · related or exempt $2,538

  • 3 · Investment income

    total $130 · excluded $130

  • 6a · Gross rents

    real property $2,810

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $2,810

  • 6d · Net rental income or loss

    total $2,810 · excluded $2,810

  • 10a · Gross sales of inventory

    $5,534

  • 10b · Cost of goods sold

    $2,291

  • 10c · Net income from sales of inventory

    total $3,243 · related or exempt $3,243

  • 11a · Other revenue: COMMNTY FDN - CG DISTR

    total $137,184 · excluded $137,184

  • 11b · Other revenue: INCOME FROM TRUSTS

    total $83,500 · excluded $83,500

  • 11c · Other revenue: COMMNTY FDN - INCOME

    total $29,064 · excluded $29,064

  • 11e · Other revenue, total

    $249,748

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $105,875 · program services $74,113 · management and general $21,175 · fundraising $10,587

  • 7 · Other salaries and wages

    total $376,231 · program services $296,677 · management and general $67,005 · fundraising $12,549

  • 8 · Pension plan contributions

    total $13,645 · program services $9,971 · management and general $3,241 · fundraising $433

  • 9 · Other employee benefits

    total $48,071 · program services $26,470 · management and general $17,627 · fundraising $3,974

  • 10 · Payroll taxes

    total $38,105 · program services $29,306 · management and general $6,970 · fundraising $1,829

  • 11f · Fees: investment management

    total $120,290 · management and general $120,290

  • 11g · Fees: other

    total $250,477 · program services $130,677 · management and general $119,800

  • 12 · Advertising and promotion

    total $12,351 · program services $6,245 · management and general $6,106

  • 16 · Occupancy

    total $191,799 · program services $174,650 · management and general $13,719 · fundraising $3,430

  • 17 · Travel

    total $3,125 · program services $966 · management and general $2,159

  • 22 · Depreciation, depletion and amortization

    total $20,017 · program services $18,017 · management and general $1,600 · fundraising $400

  • 23 · Insurance

    total $43,091 · program services $36,353 · management and general $5,892 · fundraising $846

  • 24a · Other expenses: PRINTING

    total $16,061 · program services $13,553 · management and general $252 · fundraising $2,256

  • 24b · Other expenses: SHIPPING AND STORAGE

    total $13,882 · program services $13,882

  • 24c · Other expenses: SUPPLIES

    total $13,348 · program services $6,723 · management and general $385 · fundraising $6,240

  • 24d · Other expenses: TELEPHONE

    total $10,026 · program services $7,712 · management and general $1,835 · fundraising $479

  • 24e · All other expenses

    total $32,004 · program services $11,713 · management and general $17,947 · fundraising $2,344

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $596,009 · end of year $1,244,343

  • 2 · Savings and temporary cash investments

    beginning of year $1,278,086 · end of year $1,348,657

  • 3 · Pledges and grants receivable

    beginning of year $967,467 · end of year $973,114

  • 4 · Accounts receivable

    beginning of year $550 · end of year $2,305

  • 8 · Inventories for sale or use

    beginning of year $5,070 · end of year $3,599

  • 9 · Prepaid expenses and deferred charges

    beginning of year $32,153 · end of year $37,126

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

    $1,987,677

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

    $1,599,382

  • 10c · Land, buildings and equipment, net

    beginning of year $396,612 · end of year $388,295

  • 12 · Investments: other securities

    beginning of year $7,413,243 · end of year $7,711,196

  • 15 · Other assets

    beginning of year $1,499,557 · end of year $1,527,665

  • 17 · Accounts payable and accrued expenses

    beginning of year $30,655 · end of year $78,675

  • 27 · Net assets without donor restrictions

    beginning of year $9,024,762 · end of year $9,920,207

  • 28 · Net assets with donor restrictions

    beginning of year $3,133,330 · end of year $3,237,418

Mission and programs · 2022

Mission

THE PRIMARY MISSION IS TO PROVIDE LECTURES, LIBRARY FACILITIES, MUSEUM TOURS, AND ADULT, CHILDREN AND SCHOOL PROGRAMS CONNECTED WITH THE ART, SCIENCE AND HISTORY OF CONNECTICUT, AND SPECIFICALLY THE NEW HAVEN AREA.

Activities or mission (Part I)

OPERATION OF MUSEUM AND LIBRARY REGARDING NEW HAVEN, CONNECTICUT

  • MUSEUM ACTIVITIES - THE SOCIETY OPERATES AN AREA WITHIN ITS BUILDING AS A MUSEUM CONTAINING INTERESTING OBJECTS CONNECTED WITH ART, SCIENCE AND HISTORY OF CONNECTICUT AND SPECIFICALLY THE NEW HAVEN AREA. THE MUSEUM IS OPEN TO THE GENERAL PUBLIC AND SCHOOL GROUPS THROUGHOUT THE YEAR. THE PHOTOGRAPHIC ARCHIVE DEPARTMENT PROVIDES RIGHTS TO AND REPRODUCTIONS OF IMAGES WORLDWIDE FOR PUBLICATION AND DISPLAY FROM THE THOUSANDS OF IMAGES DATING BACK TO THE 1840S IN THE COLLECTION.

    Expenses $492,090 · Revenue $20,716

  • LIBRARY ACTIVITIES - THE SOCIETY OPERATES AN AREA WITHIN ITS BUILDING AS A LIBRARY CONTAINING BOOKS AND OTHER LITERARY MATERIALS FOR READING, STUDY AND REFERENCE. THE LIBRARY IS OPEN TO THE GENERAL PUBLIC AND SCHOOL GROUPS THROUGHOUT THE YEAR.

    Expenses $151,505 · Revenue $6,379

  • EDUCATION - THE SOCIETY PROVIDES A NUMBER OF ACTIVITIES SUCH AS LECTURES AND EDUCATIONAL TOURS OF ITS BUILDING. TEACHER GUIDES AND MUSEUM BROCHURES ARE PUBLISHED AS REFERENCE GUIDES TO ALL MUSEUM AND LIBRARY COLLECTIONS.

  • Expenses $213,433 · Revenue $9,401

As filed on the 2022 return.

Listed in Part VII

  • Katharine Mace Learned

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Frederick J Johnson

    1ST VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Constance Shields

    2ND VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Susan Weisselberg

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Troy Paddock

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Brian Conatser

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Jack Heflin

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Francis Jay Broderick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Peter Clement

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Basie Gitlin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Patricia Scussel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Charles L Granquist

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Leland Rs Torrence

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Alden Ferro

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Erin McAvoy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Matt Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Brandon Warner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Christina Woodford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Margaret Anne Tockarshewsky

    EXECUTIVE DIRECTOR

    Total calculated
    $118,671
    From this org
    $96,167
    From related orgs
    $0
    Other
    $22,504
    Hours/week
    40

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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202431359349311253

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