MATTATUCK HISTORICAL SOCIETY

EIN: 060443990 501(c)(3) Arts, Culture & Humanities

WATERBURY, CT

Total Revenue
$3,546,294
Total Expenses
$3,466,983
Total Assets
$31,847,927
Net Assets
$27,753,861
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1902
Legal Domicile
CT
Principal Officer
ROBERT BURNS
Phone
2037530381
Tax Period
2024-10-01 to 2025-09-30

MATTATUCK HISTORICAL SOCIETY, founded in 1902, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.5M in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. Net assets of $27.8M represent 94 months of operating reserves.

Mission

THE MATTATUCK MUSEUM IS A CENTER OF ART AND HISTORY, A GATHERING PLACE THAT NURTURES CREATIVITY AND LEARNING THROUGH TRANSFORMATIVE EXPERIENCES TO ENCOURAGE A DEEPER UNDERSTANDING OF OURSELVES AND OUR HERITAGE.

Program Service Accomplishments

Program 1

THE MATTATUCK MUSEUM FOCUSES ON EDUCATION AS A CENTRAL MISSION COMPONENT, FOSTERING RELATIONSHIPS WITHIN THE COMMUNITY. THESE LEARNING AND OUTREACH EFFORTS ESTABLISH THE MUSEUM AS A KEY RESOURCE FOR...

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THE MATTATUCK MUSEUM FOCUSES ON EDUCATION AS A CENTRAL MISSION COMPONENT, FOSTERING RELATIONSHIPS WITHIN THE COMMUNITY. THESE LEARNING AND OUTREACH EFFORTS ESTABLISH THE MUSEUM AS A KEY RESOURCE FOR INTERACTING WITH ART AND HISTORY. IN THE LAST FISCAL YEAR, THE MUSEUM PRIORITIZED CREATING VARIED PUBLIC AND SCHOOL PROGRAMS TO STRENGTHEN THIS BOND, OFFERING CHANCES FOR ENGAGEMENT THROUGHOUT LIFE, FROM EARLY CHILDHOOD TO RETIREMENT. THE MUSEUM SERVES DIVERSE GROUPS, INCLUDING YOUNG CHILDREN, FAMILIES, K-12 STUDENTS, ADOLESCENTS, AND ADULTS, THROUGH DIFFERENT PROGRAMMING. WHILE CENTERED ON RESIDENTS OF THE GREATER WATERBURY REGION, THE GOAL IS TO REACH AUDIENCES ACROSS WESTERN CONNECTICUT. THE MATTATUCK AIMS TO OFFER AN ENVIRONMENT THAT IS SAFE, ACCESSIBLE, AND WELCOMING FOR FAMILIES SEEKING ENRICHING GROUP EXPERIENCES. THE MUSEUM'S PROGRAMS HOLD SIGNIFICANT VALUE AS MANY CHILDREN AND FAMILY UNITS RARELY ACCESS THE FINE ARTS DUE TO HISTORIC ISSUES WITH ACCESSIBLILTY. PROGRAM OFFERINGS INCLUDE VIRTUAL AND ON-SITE VISITS FOR K-12 CLASSROOMS, SPECIFIC SCHOOL'S OUT ACTIVITIES DURING BREAKS, DEDICATED ART AND HISTORY PROGRAMS FOR HOMESCHOOL COMMUNITIES, INDEPENDENT GALLERY VISITS, ORGANIZED AFTER-SCHOOL ACTIVITIES, EXHIBITIONS FEATURING COMMUNITY ART, ACCESS SERVICES FOR VARIOUS GROUPS, FREE COMMUNITY VISITATION DAYS, AND PRACTICAL TRAINING (INTERNSHIPS) FOR HIGH SCHOOL AND COLLEGE PARTICIPANTS. THIS EFFORT ENGAGED APPROXIMATELY 15,000 STUDENTS AND YOUNG INDIVIDUALS IN THE TWELVE MONTHS ENDING SEPTEMBER 30, 2025. THE MATTATUCK MAINTAINS ITS PARTNERSHIP WITH WATERBURY PUBLIC SCHOOLS, DANBURY, ANSONIA, BRIDGEPORT, BRISTOL, AND THOMASTON AND HAS EXPANDED OUTREACH TO SOUTHINGTON THIS YEAR.

Program 2

IT IS MY GREAT PLEASURE TO HIGHLIGHT THE ACHIEVEMENTS OF THE MATTATUCK MUSEUM CURATORIAL DEPARTMENT THIS PAST YEAR. THINGS CONTINUE TO BE BUSY AS WE PRESENT STRONG EXHIBITIONS, DEVELOP OUR...

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IT IS MY GREAT PLEASURE TO HIGHLIGHT THE ACHIEVEMENTS OF THE MATTATUCK MUSEUM CURATORIAL DEPARTMENT THIS PAST YEAR. THINGS CONTINUE TO BE BUSY AS WE PRESENT STRONG EXHIBITIONS, DEVELOP OUR COLLECTIONS IN ACCORDANCE WITH OUR COLLECTING PLAN, AND ENGAGE WITH THE COMMUNITY. THE MATTATUCK CONTINUES TO PRESENT A ROBUST AND ENGAGING EXHIBITION SCHEDULE THAT TELLS IMPORTANT STORIES WHILE REFLECTING THE DIVERSITY OF OUR COMMUNITY. WE MOUNTED 11 UNIQUE EXHIBITIONS IN OUR CHANGING GALLERIES THIS FISCAL YEAR. HALF OF THESE SHOWS WERE INTERNALLY ORGANIZED, WHICH ALLOWS US TO TAILOR THEM TO PRESENT LOCAL ARTISTS, ENGAGE WITH RELEVANT TOPICS, AND RESPOND TO THE COMMUNITY. THE REMAINDER WERE LOAN SHOWS ORGANIZED WITH THE ASSISTANCE OF ART BRIDGES FOUNDATION AND BROUGHT ARTISTS OF INTERNATIONAL RENOWN TO THE MATTATUCK WALLS. ON EXHIBIT CURATED INTERNALLY BUT FEATURING WORKS ON LOAN THROUGH THE ART BRIDGES PARTNER LOAN NETWORK, MODERN WOMEN: GEORGIA O'KEEFFE & KAY SAGE, RECEIVED A CONNECTICUT LEAGUE OF MUSEUMS 2025 AWARD OF MERIT. IN ADDITION TO THE LARGE-SCALE EXHIBITIONS WE ORGANIZE FOR CHANGING GALLERY SPACES, THIS PAST YEAR THE DEPARTMENT PRESENTED THREE SMALLER INSTALLATIONS IN THE HISTORY AND UPSON GALLERIES. THE MUSEUM CONTINUES TO INCREASE OUR HOLDINGS IN SIGNIFICANT WAYS. WORKING WITH THE COLLECTIONS COMMITTEE AND THE BOARD OF DIRECTORS, WE CONTINUE STRATEGICALLY TO ADD TO OUR ART, HISTORY, AND ARCHIVES COLLECTIONS, WITH SIGNIFICANT ATTENTION TO RECOGNIZING AND REPRESENTING CONTRIBUTIONS BY UNDERRECOGNIZED CREATORS. DURING THE PAST YEAR WE ADDED 135 NEW ART AND HISTORY PIECES THROUGH GIFTS AND ACQUISITIONS, FILLING GAPS IN THE COLLECTION AND INCREASING ITS DEPTH AND DIVERSITY. MANY OF THE NEW ACQUISITIONS HAVE BEEN ON VIEW THROUGH ROTATIONS IN THE COLLECTION GALLERIES AND SHOWCASED IN OUR CHANGING EXHIBITIONS.

Program 3

THE MUSEUM ALSO PROVIDES A RANGE OF PROGRAMS AND TOURS SPECIFIC TO ADULT AUDIENCES. THESE INCLUDE LECTURES, CREATIVE ARTS WORKSHOPS, SOCIAL PAINTING SESSIONS, STAGE PERFORMANCES, AND MUSIC EVENTS...

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THE MUSEUM ALSO PROVIDES A RANGE OF PROGRAMS AND TOURS SPECIFIC TO ADULT AUDIENCES. THESE INCLUDE LECTURES, CREATIVE ARTS WORKSHOPS, SOCIAL PAINTING SESSIONS, STAGE PERFORMANCES, AND MUSIC EVENTS. THESE ARE COMPLEMENTED BY A MOBILE OUTREACH EFFORT, MATT ON THE GO, DELIVERED VIRTUALLY AND IN PERSON. THE MUSEUM SUPPORTS WELLBEING WITH WEEKLY CLASSES IN YOGA, TAI CHI, AND MINDFULNESS. IN PARTNERSHIP WITH THE ALZHEIMER'S ASSOCIATION OF CONNECTICUT, THE MEMORIES @ THE MATT INITIATIVE OFFERS SPECIALIZED VIRTUAL GALLERY EXPERIENCES FOR INDIVIDUALS IN THE EARLY STAGES OF DEMENTIA OR ALZHEIMER'S AND THEIR CAREGIVERS.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,311,090
Program Service Revenue $187,194
Investment Income $1,762,055
Other Revenue $285,955
TOTAL REVENUE $3,546,294

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,537,785
Fundraising Expenses $234,318
Program Expenses $2,673,033
Other Expenses $1,929,198
TOTAL EXPENSES $3,466,983

Year-over-Year Comparison

2024 2023 Change
Revenue $3,546,294 $2,746,786 +0.3%
Expenses $3,466,983 $3,254,199 +0.1%
Net Income $79,311 $-507,413 -1.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
26
Independent Members
26
Employees
39
Volunteers
103

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
8
$188,895
Total Directors
26
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBERT BURNS EXECUTIVE DI 50.00
Officer
$149,095 $39,800 $188,895
NICOLE ESPEUT FINANCE DIRE N/A
Officer
$0 $0 $0
JAMES STRUB PRESIDENT 2.00
Officer Director
$0 $0 $0
SANDRA VIGLIOTTI SENICH FORMER PRESI 2.00
Officer Director
$0 $0 $0
CARRIE ZIMYESKI 1ST VICE PRE 2.00
Officer Director
$0 $0 $0
JEFFREY OLSEN 2ND VICE PRE 2.00
Officer Director
$0 $0 $0
BRIAN HENEBRY TREASURER 2.00
Officer Director
$0 $0 $0
CHRISTINE SHUGRUE SECRETARY 2.00
Officer Director
$0 $0 $0
ROGER AMES BOARD MEMBER 1.00
Director
$0 $0 $0
CHRISTINE ARROYO BOARD MEMBER 1.00
Director
$0 $0 $0
TIMOTHY BERGSTROM BOARD MEMBER 1.00
Director
$0 $0 $0
MARTHA BERNSTEIN BOARD MEMBER 1.00
Director
$0 $0 $0
RICH BUSHKA BOARD MEMBER 1.00
Director
$0 $0 $0
PHYLLIS CONNORS BOARD MEMBER 1.00
Director
$0 $0 $0
GRANT COPELAND BOARD MEMBER 1.00
Director
$0 $0 $0
ANN MERRIAM FEINBERG BOARD MEMBER 1.00
Director
$0 $0 $0
KELLY HASKINS BOARD MEMBER 1.00
Director
$0 $0 $0
WESLI JONES BOARD MEMBER 1.00
Director
$0 $0 $0
COURTNEY LIGI BOARD MEMBER 1.00
Director
$0 $0 $0
DAVID MIESZKOWSKI BOARD MEMBER 1.00
Director
$0 $0 $0
MARIA MOSTAJO BOARD MEMBER 1.00
Director
$0 $0 $0
KAY MUNOZ BOARD MEMBER 1.00
Director
$0 $0 $0
DAVE PETITTI BOARD MEMBER 1.00
Director
$0 $0 $0
TARA SHAW BOARD MEMBER 1.00
Director
$0 $0 $0
JENNIFER TERZIAN BOARD MEMBER 1.00
Director
$0 $0 $0
MICHELE TRAGAKISS BOARD MEMBER 1.00
Director
$0 $0 $0
LIZ VAGNINI BOARD MEMBER 1.00
Director
$0 $0 $0
JOHN ZINNO BOARD MEMBER 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $3,546,294 $3,466,983 $31,847,927 $79,311
2024 $2,746,786 $3,254,199 $31,499,984 $-507,413
2022 $3,496,557 $2,858,527 $30,372,011 $638,030
2021 $3,194,537 $2,972,482 $34,075,725 $222,055
2020 $4,719,701 $2,218,360 $30,519,452 $2,501,341
2019 $3,261,035 $2,303,071 $26,159,594 $957,964
2018 $3,585,503 $2,940,895 $25,023,739 $644,608
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