Nonprofit · EIN 06-6039934
SIMSBURY HISTORICAL SOCIETY INC
Tax-exempt · SIMSBURY, CT 06070
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $330,135 | $157,365 | $172,770 | $1,128,795 | $103,966 | $1,024,829 |
| June 30, 2024 | 990 | $184,142 | $148,842 | $35,300 | $961,435 | $109,376 | $852,059 |
| June 30, 2023 | 990 | $134,466 | $146,672 | -$12,206 | $969,946 | $153,187 | $816,759 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $222,294
- Membership dues
- $11,580
- Program service revenue
- $18,210
- Investment income
- $32,509
- Net rental income
- $6,000
- Net income from sales of inventory
- $14,394
- Other revenue
- $57,122
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $39,665
- Salaries, compensation and benefits (total)
- $49,711
- Professional fundraising fees
- $0
- Occupancy
- $16,630
- Depreciation
- $10,538
- Program services (functional)
- $132,166
- Management and general (functional)
- $25,199
Balance sheet and other
- Total assets, start of year
- $961,435
- Total assets, end of year
- $1,128,795
- Total liabilities, end of year
- $103,966
- Net assets, end of year
- $1,024,829
- Land, buildings and equipment
- $414,667
- Publicly traded securities
- $317,350
- Net assets without donor restrictions
- $530,730
- Net assets with donor restrictions
- $494,099
- Gross unrelated business income
- $2,206
- Gross receipts
- $350,755
- Employees
- 3
- Volunteers
- 0
- Year formed
- 1912
- State of legal domicile
- CT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Evan Goetjen | Treasurer Trustee or director, Officer | 5 | $0 |
| Lisa Miceli | Director Trustee or director | 1 | $0 |
| Allen Bradford | Director Trustee or director | 1 | $0 |
| Bob Moody | Director Trustee or director | 1 | $0 |
| Rob Poutasse | Director Trustee or director | 1 | $0 |
| Tony Braz | President Trustee or director, Officer | 20 | $0 |
| Gabriel Benjamin | Director Trustee or director | 1 | $0 |
| Bob Serio | Director Trustee or director | 1 | $0 |
| Dagny H Griswold | Executive VP / Secretary Trustee or director, Officer | 5 | $0 |
| Ieke Scully | Director Trustee or director | 1 | $0 |
| Chris Lindquist | Director Trustee or director | 1 | $0 |
| Joe Buda | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Evan Goetjen | Treasurer Trustee or director, Officer | 5 | $0 |
| Susan Ray | Director Trustee or director | 1 | $0 |
| Allen Bradford | Director Trustee or director | 1 | $0 |
| Bob Moody | President Trustee or director, Officer | 20 | $0 |
| Rob Poutasse | Director Trustee or director | 1 | $0 |
| Tony Braz | Executive VP / Secretary Trustee or director, Officer | 5 | $0 |
| Gabriel Benjamin | Director Trustee or director | 1 | $0 |
| Robert H Churchill | Director Trustee or director | 1 | $0 |
| Dagny H Griswold | Director Trustee or director | 1 | $0 |
| Ieke Scully | Director Trustee or director | 1 | $0 |
| Chris Lindquist | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Evan Goetjen | Treasurer Trustee or director, Officer | 5 | $0 |
| Joe Buda | Director Trustee or director | 1 | $0 |
| Susan Ray | Director Trustee or director | 1 | $0 |
| Allen Bradford | Director Trustee or director | 1 | $0 |
| Bob Moody | President Trustee or director, Officer | 20 | $0 |
| Rob Poutasse | Director Trustee or director | 1 | $0 |
| Tony Braz | Secretary Trustee or director, Officer | 5 | $0 |
| Gabriel Benjamin | Director Trustee or director | 1 | $0 |
| Robert H Churchill | Director Trustee or director | 1 | $0 |
| Dagny H Griswold | Director Trustee or director | 1 | $0 |
| Ieke Scully | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 800 HOPMEADOW ST, SIMSBURY, CT 06070-1825
- Signed the 990
- Evan Goetjen, Treasurer
- Phone
- (860) 658-2500
- Return prepared by
- Hertz Herson CPA LLP
Mission
Preservation of the historic heritage of Simsbury, Connecticut and the surrounding area including education, research, maintaining a collection of historic items, recording current events and history, and serve as the town historian.
Program accomplishments
- Maintain, preserve and catalog the historical collection of artifacts including books, clothing and other items.Expenses $73,459 · revenue $12,490
- Maintaining the historic facilities that are part of the museum including The Phelps House, Tavern and Barn; The Hendricks Cottage; The Old Probate Courthouse and other facilities.Expenses $53,729 · revenue $2,591
- Special EventsExpenses $4,978 · revenue $5,720
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 06-6039934
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1952
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,128,795
- Income (IRS master file)
- $350,755
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $330,135 | $157,365 | $1,128,795 | IRS |
| 990 | June 2024 | $184,142 | $148,842 | $961,435 | IRS |
| 990 | June 2023 | $134,466 | $146,672 | $969,946 | XML |
| 990 | June 2022 | $133,626 | $131,273 | $982,145 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-6039934).
Questions about SIMSBURY HISTORICAL SOCIETY INC
- What is the EIN of SIMSBURY HISTORICAL SOCIETY INC?
- The employer identification number (EIN) of SIMSBURY HISTORICAL SOCIETY INC is 06-6039934.
- Is SIMSBURY HISTORICAL SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1952.
- Are donations to SIMSBURY HISTORICAL SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SIMSBURY HISTORICAL SOCIETY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SIMSBURY HISTORICAL SOCIETY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SIMSBURY HISTORICAL SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of SIMSBURY HISTORICAL SOCIETY INC?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does SIMSBURY HISTORICAL SOCIETY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $330,135, expenses of $157,365 and total assets of $1,128,795 at year end.
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