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Nonprofit · EIN 06-0443990

MATTATUCK HISTORICAL SOCIETY

Tax-exempt · WATERBURY, CT 06702

Financials

$2.7M$3.3M2023$3.5M$3.5M2024
Revenue Expenses · by fiscal year end
Financials of MATTATUCK HISTORICAL SOCIETY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$3,546,294$3,466,983$79,311$31,847,927$4,094,066$27,753,861
September 30, 2024990$2,746,786$3,254,199-$507,413$31,499,984$3,600,010$27,899,974
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$1,311,090
of which government grants
$106,252
Membership dues
$66,304
Program service revenue
$187,194
Investment income
$1,762,055
Net rental income
$101,477
Net gain from sales of assets
$1,222,104
Net income from fundraising events
$166,034
Net income from sales of inventory
$18,444
Other revenue
$285,955

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$188,895
Other salaries and wages
$1,111,265
Salaries, compensation and benefits (total)
$1,537,785
Professional fundraising fees
$0
Accounting fees
$18,700
Occupancy
$174,331
Travel
$13,571
Depreciation
$524,486
Program services (functional)
$2,673,033
Management and general (functional)
$559,632
Fundraising (functional)
$234,318

Balance sheet and other

Total assets, start of year
$31,499,984
Total assets, end of year
$31,847,927
Total liabilities, end of year
$4,094,066
Net assets, end of year
$27,753,861
Land, buildings and equipment
$12,265,765
Publicly traded securities
$16,347,333
Net assets without donor restrictions
$22,032,110
Net assets with donor restrictions
$5,721,751
Gross receipts
$9,387,651
Employees
39
Volunteers
103
Year formed
1902
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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
ROBERT BURNSEXECUTIVE DI
Officer
50$149,095$39,800
NICOLE ESPEUTFINANCE DIRE
Officer
–$0$0
JAMES STRUBPRESIDENT
Trustee or director, Officer
2$0$0
SANDRA VIGLIOTTI SENICHFORMER PRESI
Trustee or director, Officer
2$0$0
CARRIE ZIMYESKI1ST VICE PRE
Trustee or director, Officer
2$0$0
JEFFREY OLSEN2ND VICE PRE
Trustee or director, Officer
2$0$0
BRIAN HENEBRYTREASURER
Trustee or director, Officer
2$0$0
CHRISTINE SHUGRUESECRETARY
Trustee or director, Officer
2$0$0
ROGER AMESBOARD MEMBER
Trustee or director
1$0$0
CHRISTINE ARROYOBOARD MEMBER
Trustee or director
1$0$0
TIMOTHY BERGSTROMBOARD MEMBER
Trustee or director
1$0$0
MARTHA BERNSTEINBOARD MEMBER
Trustee or director
1$0$0
RICH BUSHKABOARD MEMBER
Trustee or director
1$0$0
PHYLLIS CONNORSBOARD MEMBER
Trustee or director
1$0$0
GRANT COPELANDBOARD MEMBER
Trustee or director
1$0$0
13 more people on this return
NameTitleHours / weekCompensation
ANN MERRIAM FEINBERGBOARD MEMBER
Trustee or director
1$0
KELLY HASKINSBOARD MEMBER
Trustee or director
1$0
WESLI JONESBOARD MEMBER
Trustee or director
1$0
COURTNEY LIGIBOARD MEMBER
Trustee or director
1$0
DAVID MIESZKOWSKIBOARD MEMBER
Trustee or director
1$0
MARIA MOSTAJOBOARD MEMBER
Trustee or director
1$0
KAY MUNOZBOARD MEMBER
Trustee or director
1$0
DAVE PETITTIBOARD MEMBER
Trustee or director
1$0
TARA SHAWBOARD MEMBER
Trustee or director
1$0
JENNIFER TERZIANBOARD MEMBER
Trustee or director
1$0
MICHELE TRAGAKISSBOARD MEMBER
Trustee or director
1$0
LIZ VAGNINIBOARD MEMBER
Trustee or director
1$0
JOHN ZINNOBOARD MEMBER
Trustee or director
1$0
990 for the year ended September 30, 2024: 25 people
NameTitleHours / weekCompensationOther / benefits
ROBERT BURNSEXECUTIVE DI
Officer
50$140,551$37,750
NICOLE ESPEUTFINANCE DIRE
Officer
40$0$0
SANDRA VIGLIOTTI SENICHPRESIDENT
Trustee or director, Officer
2$0$0
JAMES STRUB1ST VICE PRE
Trustee or director, Officer
2$0$0
JEFFREY OLSEN2ND VICE PRE
Trustee or director, Officer
2$0$0
BRIAN HENEBRYTREASURER
Trustee or director, Officer
2$0$0
MARTHA BERNSTEINSECRETARY
Trustee or director, Officer
2$0$0
ROGER AMESBOARD MEMBER
Trustee or director
1$0$0
CHRISTINE ARROYOBOARD MEMBER
Trustee or director
1$0$0
DUTCH BARHYDTBOARD MEMBER
Trustee or director
1$0$0
RICH BUSHKABOARD MEMBER
Trustee or director
1$0$0
PHYLLIS CONNORSBOARD MEMBER
Trustee or director
1$0$0
GRANT COPELANDBOARD MEMBER
Trustee or director
1$0$0
ANN MERRIAM FEINBERGBOARD MEMBER
Trustee or director
1$0$0
KELLY HASKINSBOARD MEMBER
Trustee or director
1$0$0
WESLI JONESBOARD MEMBER
Trustee or director
1$0$0
COURTNEY LIGIBOARD MEMBER
Trustee or director
1$0$0
DAVID MIESZKOWSKIBOARD MEMBER
Trustee or director
1$0$0
MARIA MOSTAJOBOARD MEMBER
Trustee or director
1$0$0
KAY MUNOZBOARD MEMBER
Trustee or director
1$0$0
DAVE PETITTIBOARD MEMBER
Trustee or director
1$0$0
CHRISTINE SHUGRUEBOARD MEMBER
Trustee or director
1$0$0
MICHELE TRAGAKISSBOARD MEMBER
Trustee or director
1$0$0
CARRIE ZIMYESKIBOARD MEMBER
Trustee or director
1$0$0
JOHN ZINNOBOARD MEMBER
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
144 W MAIN ST, WATERBURY, CT 06702-1216
Principal officer (990 for 2024)
ROBERT BURNS
Signed the 990
ROBERT BURNS, EXECUTIVE DIRECTOR
Phone
(203) 753-0381
Return prepared by
CHARLES HEAVEN & CO CPA'S

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.

990 for the year ended September 30, 2025

Program accomplishments

  • 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.
  • 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.
  • 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.
  • LIBRARY & ARCHIVES OCTOBER 2024-SEPTEMBER 2025: THE MUSEUM'S ARCHIVIST FOCUSED ON INCREASING ACCESS TO THE ARCHIVAL AND LIBRARY COLLECTIONS BY PUBLISHING NEW FINDING AIDS TO CONNECTICUT ARCHIVES ONLINE. THE ARCHIVIST MADE ORAL HISTORIES AVAILABLE ON THE PUBLIC PORTAL AND CREATED WORKFLOWS TO UPLOAD DIGITIZED ARCHIVAL ITEMS TO THE CONNECTICUT DIGITAL ARCHIVES (CTDA). THERE WERE SEVERAL DONATIONS OF ART AND HISTORY BOOKS TO THE MUSEUM'S LIBRARY. WORK CONTINUED TO UPDATE THE LIBRARY'S ONLINE CATALOGUE, AND THERE ARE MORE THAN 2,500 BOOKS FROM THE COLLECTION SEARCHABLE THROUGH TINYCAT AND THE MUSEUM'S WEBSITE. THE LIBRARY AND ARCHIVE IS USED BY BOTH AMATEUR ENTHUSIASTS AND SCHOLARS ALIKE IN AREAS OF HISTORICAL RESEARCH, ART HISTORY INVESTIGATION AND GENEALOGY. LAST YEAR, THE MUSEUM ASSISTED WITH APPROXIMATELY 110 REGIONAL AND NATIONAL INDEPENDENT RESEARCH REQUESTS THROUGH PHONE, EMAIL, AND IN- PERSON RESEARCH APPOINTMENTS. THE NUMBER OF IN-PERSON RESEARCH APPOINTMENTS INCREASED FROM 12 THE PREVIOUS YEAR TO 28 THIS YEAR. WITHIN THE MUSEUM, THE ARCHIVIST PROVIDED IMAGES FOR SOCIAL MEDIA AND OTHER DEPARTMENT REQUESTS TOTALING 20 SEPARATE COLLABORATIONS. THE MUSEUM'S ARCHIVIST ACCEPTED A NEW POSITION IN JUNE 2025, AND A SEARCH WAS CONDUCTED FOR HER REPLACEMENT. THE NEW ARCHIVIST IS SCHEDULED TO JOIN THE STAFF IN NOVEMBER 2025. THE LIBRARY AND ARCHIVE WILL CONTINUE TO WORK ON PROVIDING OPEN AND EQUITABLE ACCESS TO ALL BY ARRANGING, DESCRIBING, AND DIGITIZING ARCHIVAL MATERIAL. ADDITIONALLY, THE ARCHIVE WILL CONTINUE TO COLLECT ITEMS AND COLLECTIONS RELATED TO LOCAL HISTORY WITH AN EMPHASIS ON ARTISTS, WOMEN, MINORITIES, AND UNDERREPRESENTED VOICES IN THE COMMUNITY.
    Expenses $2,673,033

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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
06-0443990
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
1938
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$31,847,927
Income (IRS master file)
$9,387,651

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$3,546,294$3,466,983$31,847,927XML
990September 2024$2,746,786$3,254,199$31,499,984XML
990September 2022$3,496,557$2,858,527$30,372,011IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 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 06-0443990).

Questions about MATTATUCK HISTORICAL SOCIETY

What is the EIN of MATTATUCK HISTORICAL SOCIETY?
The employer identification number (EIN) of MATTATUCK HISTORICAL SOCIETY is 06-0443990.
Is MATTATUCK HISTORICAL SOCIETY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1938.
Are donations to MATTATUCK HISTORICAL SOCIETY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MATTATUCK HISTORICAL SOCIETY 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 MATTATUCK HISTORICAL SOCIETY due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MATTATUCK HISTORICAL SOCIETY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of MATTATUCK HISTORICAL SOCIETY?
The 990 for the year ended September 30, 2025 names ROBERT BURNS.
Who are the officers and directors of MATTATUCK HISTORICAL SOCIETY?
The 990 for the year ended September 30, 2025 lists 28 people; 1 received compensation from the organization, the highest $149,095 (ROBERT BURNS, EXECUTIVE DI).
How much revenue does MATTATUCK HISTORICAL SOCIETY have?
On its 990 for the year ended September 30, 2025 it reported revenue of $3,546,294, expenses of $3,466,983 and total assets of $31,847,927 at year end.

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