2025-12-11T15:43:05-06:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 6 RESEARCH DRIVE SUITE 450 SHELTON CT 06484 990 2024-07-01 060646622 FAIRFIELD HISTORICAL SOCIETY DBA FAIRFIELD MUSEUM FAIR 2032591598 370 BEACH ROAD FAIRFIELD CT 06824 STEVE SCHIFFMAN PRESIDENT 2032591598 2025-12-11 1 1 SANDRA D CALLANAN P01200948 2033665876 2025-12-10 2024 2025-03-06 01:10:19Z STEVE SCHIFFMAN 370 BEACH RD FAIRFIELD CT 06824 1728115 0 X WWW.FAIRFIELDHISTORY.ORG X 1903 CT FAIRFIELD MUSEUM USES HISTORY AND THE ARTS TO STRENGTHEN COMMUNITY AND HELP SHAPE ITS FUTURE. 17 17 23 35 0 0 701848 651914 84570 86838 267139 437254 67799 61640 1121356 1237646 0 0 0 0 971474 984682 0 0 125203 497513 477106 1468987 1461788 -347631 -224142 13194774 13789426 172479 212845 13022295 13576581 X THE FAIRFIELD MUSEUM PRESERVES AND INTERPRETS THE HISTORY OF FAIRFIELD, CT AND SURROUNDING COMMUNITIES. THROUGH CHANGING EXHIBITIONS, SCHOOL AND PUBLIC PROGRAMS, THE ORGANIZATION SPARKS DIALOGUE, INSPIRES MEANINGFUL COLLABORATIONS, AND DELIBERATES THE CHALLENGES OF THE FUTURE. 0 0 1097981 104105 FAIRFIELD MUSEUM WELCOMES MORE THAN 37,000 VISITORS FROM THROUGHOUT NEW ENGLAND FOR A WIDE RANGE OF EXHIBITIONS, EDUCATION PROGRAMS, SCHOOL VISITS AND SPECIAL EVENTS. MORE THAN 4,500 OF THOSE ARE STUDENTS WHO VISIT ON FIELD TRIPS FROM 65 SCHOOLS THROUGHOUT FAIRFIELD COUNTY TO LEARN ABOUT THEIR COMMUNITY AND HOW THEY CAN BE ACTIVE AND RESPONSIBLE CITIZENS FOR THE FUTURE. THE MUSEUM OFFERS MORE THAN 200 ADULT AND FAMILY PROGRAMS EACH YEAR THAT PROVIDE IMPORTANT OPPORTUNITIES FOR INDIVIDUALS FROM DIFFERENT BACKGROUNDS WITH DIVERSE OPINIONS TO COME TOGETHER TO DISCUSS CRITICAL ISSUES FACING OUR COMMUNITY AND SOCIETY AT LARGE. 1097981 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 16 0 1 23 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 2032591598 370 BEACH ROAD FAIRFIELD CT 06824 STEVE SCHIFFMAN PRESIDENT 5.00 X X 0 0 0 LAURA WILSON VICE PRESIDENT 5.00 X X 0 0 0 CHRIS DALEY TREASURER 5.00 X X 0 0 0 SUSAN BONNER SECRETARY 5.00 X X 0 0 0 EDIE BLAIR DIRECTOR 5.00 X 0 0 0 KATE BROWNING DIRECTOR 5.00 X 0 0 0 ELLEN GOULD DIRECTOR 5.00 X 0 0 0 JOYCE HERGENHAN DIRECTOR 5.00 X 0 0 0 MONICA MCGRATH DIRECTOR BEGINING 5/20/25 5.00 X 0 0 0 PATRICIA SPAGHT DIRECTOR 5.00 X 0 0 0 NIELS LYNG-OLSEN DIRECTOR 5.00 X 0 0 0 TOM MINDRUM DIRECTOR 5.00 X 0 0 0 JASON MUDD DIRECTOR 5.00 X 0 0 0 JOE ROG DIRECTOR 5.00 X 0 0 0 JOHN TRAYNOR DIRECTOR BEGINING 5/20/25 5.00 X 0 0 0 GERALD TORRES DIRECTOR 5.00 X 0 0 0 BILL WINGET DIRECTOR 5.00 X 0 0 0 DAVID HERMENZE DIRECTOR THROUGH 5/20/25 5.00 X 0 0 0 ROSE THOMAS DIRECTOR THROUGH 5/20/25 5.00 X 0 0 0 MICHAEL JEHLE EXECUTIVE DIRECTOR 40.00 X 282631 0 27308 MICHELLE CHENG DEPUTY DIRECTOR FOR PROGRAMS 40.00 X 100495 0 12002 383126 0 39310 2 0 1 0 0 35580 17470 75000 523864 15323 651914 EDUCATION/PROGRAM 611710 86838 86838 86838 421245 421245 47135 0 47135 47135 47135 455765 439756 16009 16009 16009 30335 17470 33097 -2762 -2762 33949 17616 16333 16333 OTHER INCOME 900099 934 934 934 1237646 104105 0 481627 282631 212700 43399 26532 561119 422283 86162 52674 23298 17533 3578 2187 53968 40615 8287 5066 63666 47913 9776 5977 20000 8172 11828 34760 34760 39974 32744 7230 6537 6537 20647 15539 3170 1938 17053 17053 52358 41339 6474 4545 144227 108541 22147 13539 44001 33114 6757 4130 EDUCATION AND PROGRAMS 75789 75789 21760 18109 2266 1385 1461788 1097981 238604 125203 403781 477932 3206 0 23817 28309 15816 17301 4833546 2200613 2767302 2632933 9116371 9829425 864481 803526 13194774 13789426 99137 102211 43786 83734 29556 26900 172479 212845 X 8653540 8929286 4368755 4647295 13022295 13576581 13194774 13789426 X -224142 736316 42112 X X 0 1 X 1 0 X 632611 618935 733863 701848 664927 3352184 632611 618935 733863 701848 664927 3352184 336122 3016062 180860 265942 287411 302241 468380 1504834 112528 645 824 934 114931 4971949 553529 0.60660 0.66960 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 112,528. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 645. 2023 AMOUNT: $ 824. 2024 AMOUNT: $ 934. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 8181656 5000 1023856 359605 34760 8850907 7533744 1016087 328917 39258 8181656 7072532 857548 346953 49383 7533744 8995174 44000 1517504 469701 20563 7072532 6965688 22532 2117540 94071 16514 8995175 0.68800 0.07600 0.23600 0 0 8000 8000 4651496 2034475 2617021 174050 166138 7912 2632933 SPLIT-INTEREST AGREEMENT 776898 RIGHT OF USE ASSET 26628 803526 OPERATING LEASE LIABILITY 26900 26900 2033327 736316 52013 42112 830441 1202886 34760 34760 1237646 1479041 52013 52013 1427028 34760 34760 1461788 PART III, LINE 1A: THE SOCIETY'S COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASE AND CONTRIBUTIONS SINCE THE SOCIETY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS IN THE STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTION IN THE YEAR IN WHICH THE ITEMS WERE ACQUIRED. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. PART III, LINE 4: THE MUSEUM MAINTAINS COLLECTIONS SIGNIFICANT TO THE HISTORICAL AND ARTISTIC BACKGROUND OF FAIRFIELD AND THE SURROUNDING AREAS. THESE COLLECTIONS ARE USED TO EDUCATE THE COMMUNITY ON HISTORICAL EVENTS THAT HAVE OCCURRED IN THE GREATER FAIRFIELD AREA. PART V, LINE 4: THE PRIMARY USE OF THE ENDOWMENT FUND IS TO PROVIDE FINANCIAL STABILITY FOR OPERATIONS OF THE MUSEUM. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGES IN VALUE OF SPLIT-INTEREST AGREEMENT 42,112. TAVERN NIGHT 15295 6745 8550 2031 1099 650 1456 DRESSED TO IMPRESS GALA 25450 7850 17600 6229 10239 700 3057 3 7060 2875 4185 163 7473 47805 17470 30335 8260 11501 1350 11986 33097 -2762 X X X 0 0 0 0 0 0 0 1 0 MICHAEL JEHLE EXECUTIVE DIRECTOR 262631 0 20000 0 0 0 10481 0 16827 0 309939 0 0 0 PART I, LINE 7 THE EXECUTIVE DIRECTOR'S ANNUAL PERFORMANCE IS REVIEWED BY THE BOARD EXECUTIVE COMMITTEE AND ANY BONUS IS THEN RECOMMENDED BY THE EXECUTIVE COMMITTEE AND APPROVED BY THE FULL BOARD. X 10 NOT DETERMINED X NOT DETERMINED X 2 15323 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) IS THE NUMBER OF CONTRIBUTIONS. PART I, LINE 33: THE SOCIETY DID NOT DETERMINE THE VALUE OF CONTRIBUTIONS OF ART, HISTORICAL TREASURES, OR OTHER SIMILAR ASSETS BECAUSE IT DOES NOT CAPITALIZE ITS COLLECTIONS, AS ALLOWED UNDER FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION 958-360-25. FORM 990, PART VI, SECTION A, LINE 7A THE FAIRFIELD MUSEUM IS A MEMBER-RUN ORGANIZATION. THE MEMBERS ELECT GOVERNING BOARD MEMBERS AND OFFICERS EACH YEAR. FORM 990, PART VI, SECTION A, LINE 7B THE FAIRFIELD MUSEUM IS A MEMBER-RUN ORGANIZATION. OUR MEMBERS ELECT GOVERNING BOARD MEMBERS AND OFFICERS EACH YEAR. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, TREASURER, AND PRESIDENT ON BEHALF OF THE BOARD OF DIRECTORS. PRIOR TO FILING ALL BOARD MEMBERS ARE PROVIDED A COPY OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE MUSEUM COMPLIES WITH THE AMERICAN ASSOCIATION OF MUSEUM'S CODE OF ETHICS. THIS CODE IS REVIEWED BY THE BOARD OF DIRECTORS AT THEIR ANNUAL ORIENTATION MEETING. WHEN A CONFLICT ARISES, THE INDIVIDUAL WITH THE CONFLICT IS REQUIRED TO REPORT THE SITUATION TO THE ORGANIZATION, WHICH THEN MAKES A DETERMINATION OF NEXT STEPS. ANY CONTRACT IN WHICH ONE OF THE MUSEUM'S DIRECTORS OR OFFICERS HAS A SUBSTANTIAL FINANCIAL INTEREST SHALL BE VOID ON A MAJORITY VOTE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR THROUGH ITS BUDGETARY PROCESS. IN CONSIDERING COMPENSATION THE BOARD EXAMINES INFORMATION OBTAINED FROM OTHER SIMILAR ENTITIES. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE TO PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGES IN VALUE OF SPLIT-INTEREST AGREEMENT 42,112. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CHARITABLE REMAINDER TRUST SPLIT INTEREST AGREEMENT CT N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0