MYSTIC SEAPORT MUSEUM INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MYSTIC SEAPORT MUSEUM INC (EIN 06-0653120)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-11
IRS object ID
202523159349305322
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-11T15:31:37-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN333709623PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1350 CHURCH STREET 12TH FLOORAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN060653120EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MYSTIC SEAPORT MUSEUM INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMYSTBusinessNameControlTxt
Phone8605720711PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line175 GREENMANVILLE AVENUEAddressLine1Txt
CityMYSTICCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06355ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIE STECKELPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone8605720711PhoneNum
Signature2025-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd
Form8822 B AttachedYes (X)Form8822BAttachedInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLORI ROTHE YOKOBOSKYPreparerPersonNm
PTINP01273422PTIN
Phone9592007000PhoneNum
Preparation2025-11-10PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHRISTOPHER FREEMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line175 GREENMANVILLE AVENUEAddressLine1Txt
CityMYSTICCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06355ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$55,030,387GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MYSTICSEAPORT.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1929FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionMYSTIC SEAPORT MUSEUM STRIVES TO INSPIRE AN ENDURING CONNECTION TO THE AMERICAN MARITIME EXPERIENCE.ActivityOrMissionDesc
Voting Members Governing Body34VotingMembersGoverningBodyCnt
Voting Members Independent33VotingMembersIndependentCnt
Total Employee382TotalEmployeeCnt
Total Volunteers405TotalVolunteersCnt
Total Gross UBI$210,115TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$10,772,449PYContributionsGrantsAmt
CY Contributions Grants$13,847,980CYContributionsGrantsAmt
PY Program Service Revenue$6,631,004PYProgramServiceRevenueAmt
CY Program Service Revenue$7,164,199CYProgramServiceRevenueAmt
PY Investment Income$1,909,653PYInvestmentIncomeAmt
CY Investment Income$4,369,092CYInvestmentIncomeAmt
PY Other Revenue$72,371PYOtherRevenueAmt
CY Other Revenue-$37,512CYOtherRevenueAmt
PY Total Revenue$19,385,477PYTotalRevenueAmt
CY Total Revenue$25,343,759CYTotalRevenueAmt
PY Grants And Similar Paid$357,458PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$372,899CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$11,929,366PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$13,177,543CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,092,097CYTotalFundraisingExpenseAmt
PY Other Expenses$13,587,863PYOtherExpensesAmt
CY Other Expenses$11,146,801CYOtherExpensesAmt
PY Total Expenses$25,874,687PYTotalExpensesAmt
CY Total Expenses$24,697,243CYTotalExpensesAmt
PY Revenues Less Expenses-$6,489,210PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$646,516CYRevenuesLessExpensesAmt
Total Assets BOY$109,319,754TotalAssetsBOYAmt
Total Assets EOY$114,429,420TotalAssetsEOYAmt
Total Liabilities BOY$10,272,985TotalLiabilitiesBOYAmt
Total Liabilities EOY$11,117,354TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$99,046,769NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$103,312,066NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionMYSTIC SEAPORT MUSEUM STRIVES TO INSPIRE AN ENDURING CONNECTION TO THE AMERICAN MARITIME EXPERIENCE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,993,775ExpenseAmt
Revenue$7,055,001RevenueAmt
DescVISITOR EXPERIENCE - MYSTIC SEAPORT MUSEUM WELCOMES 250,000 VISITORS ANNUALLY. DEPARTMENTS INCLUDING VISITOR SERVICES, EXHIBITIONS, INTERPRETATION, AND PUBLIC PROGRAMS WELCOME VISITORS; RESEARCH, DESIGN, PRODUCE, AND CARE FOR EXHIBITS; OFFER EDUCATIONAL AND ILLUSTRATIVE EXPERIENCES ABOUT AMERICA AND THE SEA; AND OFFER A VARIETY OF SEASONAL AND THEMED PROGRAMS, ACTIVITIES, AND SPECIAL EVENTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$2,495,815ExpenseAmt
Grant$372,899GrantAmt
Revenue$50,648RevenueAmt
DescEDUCATIONAL PROGRAMS - MYSTIC SEAPORT MUSEUM SERVES 25,000 STUDENTS AND TEACHERS ANNUALLY WITH A VARIETY OF EDUCATIONAL OPPORTUNITIES, INCLUDING SUMMER CAMPS; SAILING PROGRAMS; SCHOOL FIELD TRIPS; AND AFTERSCHOOL, IN-SCHOOL, HOMESCHOOL, VIRTUAL, AND OVERNIGHT PROGRAMS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$6,599,625ExpenseAmt
DescCOLLECTIONS & RESEARCH - MYSTIC SEAPORT MUSEUM'S COLLECTION CONTAINS MORE THAN 2 MILLION ITEMS SPANNING THE EIGHTEENTH THROUGH TWENTY-FIRST CENTURIES, INCLUDING WATERCRAFT, HISTORIC BUILDINGS, PHOTOGRAPHS AND FILM, ART, TOOLS, AND ARTIFACTS. THE WATERCRAFT COLLECTION IS THE LARGEST IN THE WORLD WITH MORE THAN 560 VESSELS, INCLUDING FOUR NATIONAL HISTORIC LANDMARKS. THE HENRY B. DUPONT PRESERVATION SHIPYARD CARES FOR THESE VESSELS, WHILE THE CURATORIAL DEPARTMENT ACQUIRES, RESEARCHES, DOCUMENTS, RESTORES, AND CONSERVES ITEMS FOR THE COLLECTION. THE MUSEUM'S COLLECTION ARE HOUSED IN A STATE OF THE ART FACILITY, THE COLLECTIONS RESEARCH CENTER, WHICH SERVES STUDENTS, MEMBERS, STAFF, AND OUTSIDE SCHOLARS.THE MUSEUM'S COLLECTION INCLUDES 560 WATERCRAFT (INCLUDING 5 MAJOR VESSELS), 24 HISTORIC HOUSES AND BUILDINGS, 2000 SHIP MODELS, 1100 SCRIMSHAW PIECES, 5000 VIDEO TAPES, 1,500,000 FEET OF HISTORIC FILM AND A COLLECTION OF MORE THAN 1,000,000 PHOTOGRAPHS, AS WELL AS SIGNIFICANT COLLECTIONS OF PRINTS, NAVIGATIONAL INSTRUMENTS, TOOLS, MARINE PAINTINGS AND OTHER MARITIME MEMORABILIA. IN ADDITION, THE COLLECTION CONTAINS LARGE QUANTITIES OF NONNAUTICAL FURNISHINGS FOR THE HISTORIC BUILDINGS, AS WELL AS SHIP AND BOAT PARTS, ENGINES, AND SIMILAR OBJECTS. THE MUSEUM'S LIBRARY COLLECTION CONTAINS APPROXIMATELY 75,000 BOOKS AND PERIODICALS, 1,000,000 MANUSCRIPTS, 10,000 MAPS, WELL OVER 100,000 SHIP PLANS, 2,000 ROLLS OF MICROFILM, AND 600 ORAL HISTORY TAPES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$14,089,215TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
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 Document113IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee382EmployeeCnt
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
Form1098 C FiledYes (1)Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members34GoverningBodyVotingMembersCnt
Independent Voting Member33IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
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 ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJULIE STECKELPersonNm
Phone8605720711PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line175 GREENMANVILLE AVENUEAddressLine1Txt
CityMYSTICCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06355ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
PETER ARMSTRONG
PRESIDENT/CEO & TRUSTEE35.00Yes (X)Yes (X)$332,672$0$35,381
GREGORY W BAUER
TRUSTEE1.00Yes (X)$0$0$0
JAY S BENET
TRUSTEE1.00Yes (X)$0$0$0
ALEXANDER D BULAZEL
TRUSTEE1.00Yes (X)$0$0$0
GRANT L CAMBRIDGE
VICE CHAIRMAN1.00Yes (X)Yes (X)$0$0$0
RICHARD W CLARY
VICE CHAIRMAN1.00Yes (X)Yes (X)$0$0$0
SHARON E COHEN
TRUSTEE1.00Yes (X)$0$0$0
J BARCLAY COLLINS II
TRUSTEE1.00Yes (X)$0$0$0
HUGH DAVIS
TRUSTEE1.00Yes (X)$0$0$0
MAARTEN C DE JONG
TRUSTEE1.00Yes (X)$0$0$0
JOSEPH M DWYER
TRUSTEE1.00Yes (X)$0$0$0
SKIP FINLEY
OUTGOING TRUSTEE1.00Yes (X)$0$0$0
WILLIAM D FORSTER
TRUSTEE1.00Yes (X)$0$0$0
CASEY FRYE
TRUSTEE1.00Yes (X)$0$0$0
PETER GLEYSTEEN
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL S HUDNER
CHAIRMAN1.00Yes (X)Yes (X)$0$0$0
CHESTER W KITCHINGS JR
TRUSTEE1.00Yes (X)$0$0$0
J ROBERT MANN JR
TRUSTEE1.00Yes (X)$0$0$0
ROBERT C MARTIN
TREASURER1.00Yes (X)Yes (X)$0$0$0
SHEILA MCCURDY
SECRETARY1.00Yes (X)Yes (X)$0$0$0
ROBERT L W MCGRAW
TRUSTEE1.00Yes (X)$0$0$0
CAROLYN MICHAS
TRUSTEE1.00Yes (X)$0$0$0
ROBERT C MUSETTI
TRUSTEE1.00Yes (X)$0$0$0
LAURIE J OLSON
TRUSTEE1.00Yes (X)$0$0$0
TBLAKE POWELL
TRUSTEE1.00Yes (X)$0$0$0
ROBERT B RODGERS
TRUSTEE1.00Yes (X)$0$0$0
KENNETH S SIEGEL
TRUSTEE1.00Yes (X)$0$0$0
RICHARD SIEWERT
TRUSTEE1.00Yes (X)$0$0$0
RAYMOND B STRONG III
TRUSTEE1.00Yes (X)$0$0$0
ALEXANDRA T THORNE
OUTGOING TRUSTEE1.00Yes (X)$0$0$0
RICHARD R VIETOR
TRUSTEE1.00Yes (X)$0$0$0
ROBERT A VINCENT
TRUSTEE1.00Yes (X)$0$0$0
SUSAN J WAYNE
TRUSTEE1.00Yes (X)$0$0$0
STANLEY T WELLS
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL M WISEMAN
TRUSTEE1.00Yes (X)$0$0$0
BARBARA VIETOR
TRUSTEE1.00Yes (X)$0$0$0
MAGGIE DOLAN
OUTGOING CFO 8/2435.00Yes (X)$150,083$0$12,762
BECCA MCBEE
ASST. SECRETARY35.00Yes (X)$79,596$0$2,400
JULIE STECKEL
CFO AS OF 12/2435.00Yes (X)$4,231$0$0
CHRISTINA BROPHY
SR. VP OF CURATORIAL AFFAIRS35.00$213,599$0$40,632Yes (X)
CHRISTOPHER FREEMAN
VP ADVANCEMENT35.00$171,723$0$28,096Yes (X)
SHANNON MCKENZIE
VP WATERCRAFT OPERATIONS AND PRESERVATION35.00$169,664$0$17,744Yes (X)
MARGARET MILNES
VP VISITOR JOURNEY35.00$165,587$0$17,772Yes (X)
AKEIA ANGELIQUE DE BARROS GOMES
VP AMERICAN INSTITUTE MARITIME STUDIES35.00$143,809$0$25,467Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,430,964TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$180,254TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K12IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SMOKE SYGNALS
3 SEWALL DRIVEMASHPEEMA02649CREATION OF EXHIBIT$223,301
CALUMET HILL
918 CANTERBURY DRMULLICA HILLNJ08062BRAND CREATION$124,780
BUILDING ONE FACILITY SERVICES
57 OZICK DR STE ADURHAMCT06422JANITORIAL SERVICES$120,144
ROY OCCHIOGROSSO LLC
25 PARK RDSIMSBURYCT06070STRATEGIC CONSULTING$100,457
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Membership Dues$1,678,817MembershipDuesAmt
Fundraising$277,852FundraisingAmt
Government Grants$348,605GovernmentGrantsAmt
All Other Contributions$11,542,706AllOtherContributionsAmt
Noncash Contributions$959,207NoncashContributionsAmt
Total Contributions$13,847,980TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
GATE ADMISSIONS713990$3,517,341$3,517,341
PROGRAM FEES713990$3,441,522$3,441,522
MARITIME REPAIR713990$154,688$154,688
SALES OF PUBLISHED MATERIALS713990$50,648$50,648
FieldValueIRS element (for citing)
Total Program Service Revenue$7,164,199TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,389,564TotalRevenueColumnAmt
Unrelated Business Revenue$28,597UnrelatedBusinessRevenueAmt
Exclusion$1,360,967ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,986TotalRevenueColumnAmt
Exclusion$20,986ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$654,509RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$656,888RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$2,379RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,379TotalRevenueColumnAmt
Exclusion-$2,379ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$31,603,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$28,130,165SecuritiesAmt
Other$493,307OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,472,835SecuritiesAmt
Other-$493,307OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,979,528TotalRevenueColumnAmt
Unrelated Business Revenue$4,274UnrelatedBusinessRevenueAmt
Exclusion$2,975,254ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$78,416FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$277,852ContriRptFundraisingEventAmt
Fundraising Direct Expenses$253,229FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$174,813TotalRevenueColumnAmt
Exclusion-$174,813ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$55,602GrossSalesOfInventoryAmt
Cost Of Goods Sold$153,039CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$97,437TotalRevenueColumnAmt
Related Or Exempt Func Income-$97,437RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescFUEL SALESDesc
Business900099BusinessCd
Total Revenue Column$177,244TotalRevenueColumnAmt
Unrelated Business Revenue$177,244UnrelatedBusinessRevenueAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$38,887TotalRevenueColumnAmt
Related Or Exempt Func Income$38,887RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$216,131OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,343,759TotalRevenueColumnAmt
Related Or Exempt Func Income$7,105,649RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$210,115UnrelatedBusinessRevenueAmt
Exclusion$4,180,015ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$6,300TotalAmt
Program Services$6,300ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$366,599TotalAmt
Program Services$366,599ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$617,125TotalAmt
Program Services$404,391ProgramServicesAmt
Management And General$156,555ManagementAndGeneralAmt
Fundraising$56,179FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$10,500,905TotalAmt
Program Services$6,881,057ProgramServicesAmt
Management And General$2,663,917ManagementAndGeneralAmt
Fundraising$955,931FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$247,508TotalAmt
Program Services$162,187ProgramServicesAmt
Management And General$62,790ManagementAndGeneralAmt
Fundraising$22,531FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,812,005TotalAmt
Program Services$1,187,368ProgramServicesAmt
Management And General$459,687ManagementAndGeneralAmt
Fundraising$164,950FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$124,641TotalAmt
Management And General$124,641ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$71,400TotalAmt
Management And General$71,400ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$303,457TotalAmt
Program Services$3,016ProgramServicesAmt
Management And General$300,441ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$308,434TotalAmt
Management And General$308,434ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$19,165TotalAmt
Program Services$13,814ProgramServicesAmt
Fundraising$5,351FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$239,585TotalAmt
Program Services$6,687ProgramServicesAmt
Management And General$232,898ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,371,158TotalAmt
Program Services$1,483,924ProgramServicesAmt
Management And General$1,687,513ManagementAndGeneralAmt
Fundraising$199,721FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,054,312TotalAmt
Program Services$98,261ProgramServicesAmt
Management And General$948,049ManagementAndGeneralAmt
Fundraising$8,002FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$373,587TotalAmt
Program Services$178,726ProgramServicesAmt
Management And General$72,927ManagementAndGeneralAmt
Fundraising$121,934FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$98,171TotalAmt
Management And General$98,171ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,950,080TotalAmt
Program Services$1,845,458ProgramServicesAmt
Management And General$100,476ManagementAndGeneralAmt
Fundraising$4,146FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$984,608TotalAmt
Management And General$984,608ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SUPPLIES$918,439$781,226$106,165$31,048
DUES & SUBSCRIPTIONS$386,707$36,375$43,525$306,807
REPAIRS & MAINTENANCE$206,951$204,052$0$2,899
EQUIPMENT PURCHASE$193,584$99,228$93,734$622

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$542,522TotalAmt
Program Services$330,546ProgramServicesAmt
Fundraising$211,976FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$24,697,243TotalAmt
Program Services$14,089,215ProgramServicesAmt
Management And General$8,515,931ManagementAndGeneralAmt
Fundraising$2,092,097FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$343,969BOYAmt
EOY$4,821,814EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,554,427BOYAmt
EOY$6,522,647EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$944,325BOYAmt
EOY$1,161,700EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$259,709BOYAmt
EOY$295,494EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$552,414BOYAmt
EOY$588,046EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$80,610,503LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$53,599,685LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$25,644,111BOYAmt
EOY$27,010,818EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$71,802,648BOYAmt
EOY$68,680,669EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$112,761BOYAmt
EOY$72,302EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,105,390BOYAmt
EOY$5,275,930EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$109,319,754BOYAmt
EOY$114,429,420EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,729,866BOYAmt
EOY$3,473,739EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,994,613BOYAmt
EOY$3,181,074EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$4,155,369BOYAmt
EOY$4,073,185EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$393,137BOYAmt
EOY$389,356EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,272,985BOYAmt
EOY$11,117,354EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$24,188,769BOYAmt
EOY$21,833,066EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$74,858,000BOYAmt
EOY$81,479,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$99,046,769BOYAmt
EOY$103,312,066EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$109,319,754BOYAmt
EOY$114,429,420EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$646,516ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,817,899NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$800,882OtherChangesInNetAssetsAmt
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$6,945,132CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,547,039CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,065,536CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,772,449CurrentTaxYearMinus1YearAmt
Current Tax Year$13,826,069CurrentTaxYearAmt
Total$61,156,225TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,945,132CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,547,039CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,065,536CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,772,449CurrentTaxYearMinus1YearAmt
Current Tax Year$13,826,069CurrentTaxYearAmt
Total$61,156,225TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,141,553SubstantialContributorsTotAmt
Public Support Total170$58,014,672PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,459,289CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,022,816CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,846,115CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,014,941CurrentTaxYearMinus1YearAmt
Current Tax Year$2,033,582CurrentTaxYearAmt
Total$9,376,743TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$7,064CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,000CurrentTaxYearMinus2YearsAmt
Current Tax Year$208,721CurrentTaxYearAmt
Total$227,785TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$118,253CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$152,040CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$296,481CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$84,577CurrentTaxYearMinus1YearAmt
Current Tax Year$38,887CurrentTaxYearAmt
Total$690,238TotalAmt
FieldValueIRS element (for citing)
Total Support$71,450,991TotalSupportAmt
Gross Receipts Rltd Activities$28,448,594GrossReceiptsRltdActivitiesAmt
Public Support CY1700.81200PublicSupportCY170Pct
Public Support PY1700.81360PublicSupportPY170Pct
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 - 2020 AMOUNT: $ 118,253. 2021 AMOUNT: $ 152,040. 2022 AMOUNT: $ 296,481. 2023 AMOUNT: $ 84,577. 2024 AMOUNT: $ 38,887.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 C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$303,457DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$303,457TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationLOBBYING/CONSULTING EXPENSES PROVIDED BY ROY OCCHIOGROSSO LLC , GAFFNEY BENNETT AND CH FISHER LLC TO ASSIST ORGANIZATION WITH IDENTIFYING AND SECURING FEDERAL FUNDING THROUGH GRANTS AND EARMARKS.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Preservation Public UseYes (X)PreservationPublicUseInd
Total Easements1TotalEasementsCnt
Total Acreage0.00TotalAcreageCnt
Historic Structure Easements0HistoricStructureEasementsCnt
Historic Strctr Easements Aftr0HistoricStrctrEasementsAftrCnt
Modified Easements0ModifiedEasementsCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (1)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement1.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$0ExpensesIncurredEnforcementAmt
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

FieldValueIRS element (for citing)
Collection Used Other PurposesYes (X)CollectionUsedOtherPurposesInd
Other PurposesLICENSING/PUBLICATION/PRODOtherPurposesDesc
FieldValueIRS element (for citing)
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$63,530,772BeginningYearBalanceAmt
Contributions$1,742,000ContributionsAmt
Investment Earnings Or Losses$6,991,130InvestmentEarningsOrLossesAmt
Other Expenditures$8,868,000OtherExpendituresAmt
End Year Balance$63,395,902EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$57,735,547BeginningYearBalanceAmt
Contributions$10,789ContributionsAmt
Investment Earnings Or Losses$8,798,826InvestmentEarningsOrLossesAmt
Other Expenditures$3,014,390OtherExpendituresAmt
End Year Balance$63,530,772EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$70,122,366BeginningYearBalanceAmt
Contributions$1,145,479ContributionsAmt
Investment Earnings Or Losses-$10,687,417InvestmentEarningsOrLossesAmt
Grants Or Scholarships$52,523GrantsOrScholarshipsAmt
Other Expenditures$2,792,358OtherExpendituresAmt
End Year Balance$57,735,547EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$63,291,081BeginningYearBalanceAmt
Contributions$176,482ContributionsAmt
Investment Earnings Or Losses$9,876,556InvestmentEarningsOrLossesAmt
Other Expenditures$3,221,753OtherExpendituresAmt
End Year Balance$70,122,366EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$58,215,984BeginningYearBalanceAmt
Contributions$323,600ContributionsAmt
Investment Earnings Or Losses$7,762,883InvestmentEarningsOrLossesAmt
Other Expenditures$3,011,386OtherExpendituresAmt
End Year Balance$63,291,081EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.05300BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.58000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.36700TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,099,762OtherCostOrOtherBasisAmt
Book Value$1,099,762BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$58,360,818OtherCostOrOtherBasisAmt
Depreciation$40,229,015DepreciationAmt
Book Value$18,131,803BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,832,077OtherCostOrOtherBasisAmt
Depreciation$8,268,076DepreciationAmt
Book Value$3,564,001BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,317,846OtherCostOrOtherBasisAmt
Depreciation$5,102,594DepreciationAmt
Book Value$4,215,252BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$27,010,818TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescGIFT ANNUITY OBLIGATIONS, DEPOSITS, ETC.Desc
Amt$389,356Amt
FieldValueIRS element (for citing)
Total Liability$389,356TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$29,478,257TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,817,899NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$14,224DonatedServicesAndUseFcltsAmt
Other Revenue$1,610,809OtherRevenueAmt
Revenue Not Reported$4,442,932RevenueNotReportedAmt
Revenue Subtotal$25,035,325RevenueSubtotalAmt
Investment Expenses Not Incld$308,434InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$308,434RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$25,343,759TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$25,212,960TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$14,224DonatedServicesUseFcltsAmt
Other Expenses Included$809,927OtherExpensesIncludedAmt
Expenses Not Reported$824,151ExpensesNotReportedAmt
Expenses Subtotal$24,388,809ExpensesSubtotalAmt
Investment Expenses Not Incld2$308,434InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$308,434ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$24,697,243TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 9:THE ORGANIZATION FOLLOWS THE SAME METHOD FOR RECORDING EASEMENTS AS IT DOES FOR ITS COLLECTIONS. REFER TO RESPONSE TO SCHEDULE D PART III.
PART III, LINE 1A:THE MUSEUM DOES NOT CAPITALIZE COLLECTIONS. SUCH DONATIONS NEED NOT BE RECOGNIZED IF THEY ARE ADDED TO COLLECTIONS THAT ARE HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN; ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR AND PRESERVED; AND ARE SUBJECT TO A POLICY THAT REQUIRES THE PROCEEDS FROM SALES OF COLLECTION ITEMS TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. ACCORDINGLY, PURCHASED COLLECTION ITEMS ARE EXPENSED IN THE YEAR OF PURCHASE AND NO REVENUE IS RECOGNIZED ON DONATED COLLECTION ITEMS.
PART III, LINE 4:THE MUSEUM'S COLLECTIONS INCLUDE 500 WATERCRAFTS (INCLUDING 5 MAJOR VESSELS), 24 HISTORIC HOUSES AND BUILDINGS, 2000 SHIP MODELS, 1100 SCRIMSHAW PIECES, 5000 VIDEO TAPES, 1,500,000 FEET OF HISTORIC FILM AND A COLLECTION OF OVER 1,400,000 PHOTOGRAPHS, AS WELL AS SIGNIFICANT COLLECTIONS OF PRINTS, NAVIGATIONAL INSTRUMENTS, TOOLS, MARINE PAINTINGS AND OTHER MARITIME MEMORABILIA. IN ADDITION, THE COLLECTION CONTAINS LARGE QUANTITIES OF NONNAUTICAL FURNISHINGS FOR THE HISTORIC BUILDINGS, AS WELL AS SHIP AND BOAT PARTS, ENGINES AND SIMILAR OBJECTS. THE MUSEUM'S LIBRARY COLLECTION CONTAINS APPROXIMATELY 75,000 BOOKS AND PERIODICALS, 1,000,000 MANUSCRIPTS, 10,000 MAPS, WELL OVER 200,000 SHIP PLANS, 2,000 ROLLS OF MICROFILM AND 600 ORAL HISTORY TAPES.
PART V, LINE 4:THE PURPOSE OF THE ENDOWMENT IS TO SUPPORT THE CURRENT AND FUTURE MISSION OF MYSTIC SEAPORT MUSEUM.
PART X, LINE 2:THE MUSEUM WAS ORGANIZED AS A NONSTOCK, NONPROFIT CORPORATION AS DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, AS SUCH, IS NOT SUBJECT TO FEDERAL AND STATE CORPORATION INCOME TAX EXCEPT FOR CERTAIN UNRELATED BUSINESS INCOME. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE MUSEUM AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE MUSEUM HAS NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2024 AND 2023. THE MUSEUM'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2021 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE MUSEUM HAD UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENTS OF FINANCIAL POSITION.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS & TRUSTS 872,722. CHANGE IN SWAP -71,840. COST OF GOODS SOLD 153,039. RENTAL EXPENSES 656,888.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF MERCHANDISE SOLD 153,039. RENTAL EXPENSES 656,888.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1AMERICA & THE SEA GALAEvent1Nm
Gross Receipts Event1$356,268GrossReceiptsEvent1Amt
Charitable Contri Event1$277,852CharitableContriEvent1Amt
Gross Revenue Event1$78,416GrossRevenueEvent1Amt
Rent Facility Costs Event1$30,359RentFacilityCostsEvent1Amt
Food And Beverage Event1$79,654FoodAndBeverageEvent1Amt
Entertainment Event1$57,104EntertainmentEvent1Amt
Other Direct Expenses Event1$86,112OtherDirectExpensesEvent1Amt
Gross Receipts Total$356,268GrossReceiptsTotalAmt
Charitable Contributions Tot$277,852CharitableContributionsTotAmt
Gross Revenue Total Events$78,416GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$30,359RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$79,654FoodAndBeverageTotalEventsAmt
Entertainment Total Events$57,104EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$86,112OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$253,229DirectExpenseSummaryEventsAmt
Net Income Summary-$174,813NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SPRING VALLEY YOUTH GROUPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 N MAIN STAddressLine1Txt
CitySPRING VALLEYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10097ZIPCd
FieldValueIRS element (for citing)
Recipient EIN136007331RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$6,300CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantGENERAL ASSISTANCEPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
FAMILY EDUCATION PROGAMS - HOMESCHOOL PROGRAMS17$3,059
OVERNIGHT SAILING CAMPS63$89,003
SUMMER DAY CAMP24$21,769
BRILLIANT SAILING21$32,354
COMMUNITY DAY SAILING CAMPS30$9,174
FIELD TRIPS$210,239

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationALL GRANTS AND SCHOLARHIPS ARE AWARDED BASED ON FINANCIAL NEEDS. IN ADDITION, THE GRANTS/SCHOLARSHIPS ARE AWARDED FOR PARTICIPATION IN ONE OF THE ORGANIZATION'S PROGRAMS. THE RECIPIENTS ARE REQUIRED TO ATTEND THE PROGRAMS (EITHER ONSITE OR VIRTUAL) IN ORDER FOR THE GRANTS/SCHOLARSHIPS TO BE APPLICABLE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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
PETER ARMSTRONG
PRESIDENT/CEO & TRUSTEE$307,672$0$25,000$0$0$0$9,651$0$25,730$0$368,053$0$0$0
CHRISTINA BROPHY
SR. VP OF CURATORIAL AFFAIRS$213,599$0$0$0$0$0$6,815$0$33,817$0$254,231$0$0$0
CHRISTOPHER FREEMAN
VP ADVANCEMENT$171,723$0$0$0$0$0$5,582$0$22,514$0$199,819$0$0$0
SHANNON MCKENZIE
VP WATERCRAFT OPERATIONS AND PRESERV$169,664$0$0$0$0$0$5,263$0$12,481$0$187,408$0$0$0
MARGARET MILNES
VP VISITOR JOURNEY$165,587$0$0$0$0$0$5,291$0$12,481$0$183,359$0$0$0
AKEIA ANGELIQUE DE BARROS GOMES
VP AMERICAN INSTITUTE MARITIME STUDI$143,809$0$0$0$0$0$0$0$25,467$0$169,276$0$0$0
MAGGIE DOLAN
OUTGOING CFO 8/24$150,083$0$0$0$0$0$4,441$0$8,321$0$162,845$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationPRESIDENT/CEO RECEIVED A BOARD APPROVED CALENDAR YEAR BONUS WHICH WAS INCLUDED IN HIS 2024 W2.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$15,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Boats And Planes BoatsAndPlanesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution12ContributionCnt
Noncash Contributions Rpt F990$571,039NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution26ContributionCnt
Noncash Contributions Rpt F990$337,033NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$36,135NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received4Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2RICHARD AND BARBARA VIETOR, TRUSTEES, SHARE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 4IN MAY 2024, ARTICLE IV - OFFICERS, SECTION 1 (B) OF THE BYLAWS WAS AMENDED TO CHANGE THE TERM OF THE BOARD CHAIR FROM A MAXIMUM OF SIX ONE-YEAR TERMS TO A MAXIMUM OF TWO CONSECUTIVE THREE-YEAR TERMS.
FORM 990, PART VI, SECTION A, LINE 6MEMBERS PAY DUES TO JOIN MYSTIC SEAPORT IN ORDER TO ACCESS COLLECTIONS, EXHIBITS AND EDUCATIONAL PROGRAMS. EACH MEMBER SHALL HAVE ONE VOTE WHICH MAY BE GIVEN IN PERSON OR BY PROXY.
FORM 990, PART VI, SECTION A, LINE 7AIN ALL CATEGORIES OF MEMBERSHIP, EACH ADULT 18 YEARS OF AGE OR OLDER INCLUDED WITHIN THE MEMBERSHIP SHALL BE SEPARATELY ENTITLED TO VOTE.
FORM 990, PART VI, SECTION A, LINE 7BTHERE SHALL BE AN ANNUAL MEETING OF THE MEMBERS OF MYSTIC SEAPORT MUSEUM FOR THE ELECTION OF TRUSTEES TO SUCCEED THOSE WHOSE TERMS EXPIRE AND FOR THE TRANSACTION OF SUCH OTHER BUSINESS AS MAY PROPERLY COME BEFORE THE MEETING. SPECIAL MEETINGS OF THE MEMBERS FOR ANY PURPOSE MAY BE CALLED BY (I) THE CHAIRMAN OF THE BOARD OF TRUSTEES, OR (II) THE PRESIDENT, OR (III) IN THEIR ABSENCE, ANY VICE CHAIRMAN OR (IV) A MAJORITY OF THE BOARD OF TRUSTEES, AND SHALL BE CALLED AT ANY TIME BY THE CHAIRMAN OF THE BOARD OF TRUSTEES OR THE PRESIDENT, OR ANY VICE CHAIRMAN OR ANY OTHER OFFICER UPON THE WRITTEN REQUEST OF 100 MEMBERS ENTITLED TO VOTE AT SUCH MEETING.
FORM 990, PART VI, SECTION B, LINE 11BMANAGEMENT WILL REVIEW THE FINAL 990 DRAFT FOR COMPLETENESS AND ACCURACY. WHEN SATISFIED THAT THE RETURN IS COMPLETE, IT WILL THEN BE DISTRIBUTED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR THEIR REVIEW.
FORM 990, PART VI, SECTION B, LINE 12CEACH BOARD MEMBER AND SENIOR STAFF PERSON SIGNS AND DATES THE CONFLICT OF INTEREST POLICY AT THE BEGINNING OF HIS/HER TERM OF SERVICE AND PERIODICALLY THEREAFTER. UPON DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST TO THE FULL BOARD, THE BOARD SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IF SO THE BOARD SHALL DETERMINE BY MAJORITY VOTE TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE ANY OTHER ACTION DEEMED NECESSARY. COI FORMS WERE SUBMITTED IN 2025 DUE TO CHANGES IN PERSONNEL.
FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION STUDY OR SURVEY IS USED TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO. THE COMPENSATION IS APPROVED BY THE BOARD OF TRUSTEES. THE CEO IS PROVIDED WITH A WRITTEN EMPLOYMENT CONTRACT. OTHER OFFICER SALARIES ARE DETERMINED BY THE ORGANIZATION'S MANAGEMENT AND APPROVED BY THE BOARD OF TRUSTEES AS PART OF THE BUDGETING PROCESS.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, FINANCIAL STATEMENTS ARE PUBLISHED IN AN ANNUAL REPORT, EMAILED OUT TO MORE THAN 17,000 MEMBERS AND AVAILABLE ON MYSTIC SEAPORT'S WEBSITE. THE FORM 990 IS ALSO AVAILABLE ON PUBLIC WEBSITES SUCH AS GUIDESTAR.ORG/CANDID.
FORM 990, PART XI, LINE 9:CHANGE IN VALUES OF SPLIT-INTEREST AGREEMENTS AND TRUSTS 872,722. CHANGE IN MARKET VALUE OF SWAP -71,840.

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