Nonprofit · EIN 06-0669124
OTIS LIBRARY
Tax-exempt · NORWICH, CT 06360
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,073,689 | $1,890,687 | $183,002 | $11,917,686 | $106,209 | $11,811,477 |
| June 30, 2024 | 990 (amended) | $1,799,253 | $1,821,728 | -$22,475 | $11,702,512 | $96,668 | $11,605,844 |
| June 30, 2023 | 990 | $1,675,764 | $1,735,621 | -$59,857 | $11,564,936 | $83,519 | $11,481,417 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,469,591
- of which government grants
- $1,309,208
- Program service revenue
- $24,038
- Investment income
- $579,941
- Net gain from sales of assets
- $343,191
- Other revenue
- $119
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $92,597
- Other salaries and wages
- $950,241
- Salaries, compensation and benefits (total)
- $1,266,658
- Professional fundraising fees
- $0
- Occupancy
- $68,246
- Travel
- $11,261
- Depreciation
- $234,430
- Program services (functional)
- $1,521,470
- Management and general (functional)
- $276,285
- Fundraising (functional)
- $92,932
Balance sheet and other
- Total assets, start of year
- $11,702,512
- Total assets, end of year
- $11,917,686
- Total liabilities, end of year
- $106,209
- Net assets, end of year
- $11,811,477
- Land, buildings and equipment
- $5,135,689
- Publicly traded securities
- $6,276,092
- Net assets without donor restrictions
- $9,976,826
- Net assets with donor restrictions
- $1,834,651
- Gross receipts
- $4,808,658
- Employees
- 34
- Year formed
- 1853
- 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 |
|---|---|---|---|
| CATHLEEN SPECIAL | EXECUTIVE DI Trustee or director | 36 | $92,597 |
| TRACEY GOMES-JOHNSON | PRESIDENT Trustee or director, Officer | 5 | $0 |
| HONORABLE THOMAS GRIFFIN | VICE PRESIDE Trustee or director, Officer | 5 | $0 |
| CHUCK SEEMAN | SECRETARY Trustee or director, Officer | 5 | $0 |
| MICHAEL P GUALTIERI | TREASURER Trustee or director, Officer | 5 | $0 |
| JOHN IOVINO | DIRECTOR Trustee or director | 1 | $0 |
| KEVIN BROWN | DIRECTOR Trustee or director | 1 | $0 |
| DOCTOR YVETTE C JACARUSO | DIRECTOR Trustee or director | 1 | $0 |
| PAMELA KINDER | DIRECTOR Trustee or director | 1 | $0 |
| ATTORNEY BART SAYET | DIRECTOR Trustee or director | 1 | $0 |
| DR MARY ELLEN JUKOSKI | DIRECTOR Trustee or director | 1 | $0 |
| KRISTIE KRISS | DIRECTOR Trustee or director | 1 | $0 |
| FAWN WALKER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHLEEN SPECIAL | EXECUTIVE DI Trustee or director | 36 | $88,924 |
| JOHN IOVINO | PRESIDENT Trustee or director, Officer | 5 | $0 |
| KATHRYN LORD | SECRETARY Trustee or director, Officer | 5 | $0 |
| CHUCK SEEMAN | TREASURER Trustee or director, Officer | 5 | $0 |
| KEVIN BROWN | DIRECTOR Trustee or director | 1 | $0 |
| KAREN COOK | DIRECTOR Trustee or director | 1 | $0 |
| TRACEY GOMES-JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
| ATTORNEY AYANTI GRANT | DIRECTOR Trustee or director | 1 | $0 |
| HONORABLE THOMAS GRIFFIN | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL P GUALTIERI | DIRECTOR Trustee or director | 1 | $0 |
| DOCTOR YVETTE C JACARUSO | DIRECTOR Trustee or director | 1 | $0 |
| PAMELA KINDER | DIRECTOR Trustee or director | 1 | $0 |
| ATTORNEY BART SAYET | DIRECTOR Trustee or director | 1 | $0 |
| DR MARY ELLEN JUKOSKI | DIRECTOR Trustee or director | 1 | $0 |
| KRISTIE KRISS | DIRECTOR Trustee or director | 1 | $0 |
| FAWN WALKER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT FARWELL | EXECUTIVE DI Trustee or director | 36 | $92,699 |
| CATHLEEN SPECIAL | EXECUTIVE DI Trustee or director | 36 | $0 |
| NICHOLAS FORTSON | PRESIDENT Trustee or director, Officer | 5 | $0 |
| GARY MAKOWICKI | VICE PRESIDE Trustee or director, Officer | 5 | $0 |
| KATHRYN LORD | SECRETARY Trustee or director, Officer | 5 | $0 |
| CHUCK SEEMAN | TREASURER Trustee or director, Officer | 5 | $0 |
| KEVIN BROWN | DIRECTOR Trustee or director | 1 | $0 |
| JOSHUA CHAPMAN | DIRECTOR Trustee or director | 1 | $0 |
| KAREN COOK | DIRECTOR Trustee or director | 1 | $0 |
| TRACEY GOMES-JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
| ATTORNEY AYANTI GRANT | DIRECTOR Trustee or director | 1 | $0 |
| HONORABLE THOMAS GRIFFIN | DIRECTOR Trustee or director | 1 | $0 |
| DOCTOR YVETTE C JACARUSO | DIRECTOR Trustee or director | 1 | $0 |
| DOCTOR MARY ELLEN JUKOSKI | DIRECTOR Trustee or director | 1 | $0 |
| KRISTIE KRISS | DIRECTOR Trustee or director | 1 | $0 |
| ATTORNEY BART SAYET | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 261 MAIN ST, NORWICH, CT 06360-5834
- Principal officer (990 for 2024)
- CATHLEEN SPECIAL, 261 MAIN STREET, NORWICH, CT 06360
- Signed the 990
- CATHLEEN SPECIAL, EXECUTIVE DIRECTOR
- Phone
- (860) 889-2365
- Website
- WWW.OTISLIBRARYNORWICH.ORG
- Return prepared by
- HALLORAN & ASSOCIATES LLC
Mission
PUBLIC LIBRARY
Program accomplishments
- PUBLIC LIBRARY SERVING THE GREATER NORWICH, CT AREAExpenses $1,521,470
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
- 06-0669124
- 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
- Category (NTEE)
- Education (B71Z)
- Assets (IRS master file)
- $11,917,686
- Income (IRS master file)
- $4,808,658
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,073,689 | $1,890,687 | $11,917,686 | XML |
| 990 | June 2024 | $1,799,253 | $1,821,728 | $11,702,512 | XML |
| 990 | June 2023 | $1,675,764 | $1,735,621 | $11,564,936 | XML |
| 990 | June 2022 | $1,541,355 | $1,602,690 | $11,685,396 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 06-0669124).
Questions about OTIS LIBRARY
- What is the EIN of OTIS LIBRARY?
- The employer identification number (EIN) of OTIS LIBRARY is 06-0669124.
- Is OTIS LIBRARY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1952.
- Are donations to OTIS LIBRARY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OTIS LIBRARY 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 OTIS LIBRARY 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 OTIS LIBRARY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of OTIS LIBRARY?
- The 990 for the year ended June 30, 2025 names CATHLEEN SPECIAL.
- Who are the officers and directors of OTIS LIBRARY?
- The 990 for the year ended June 30, 2025 lists 13 people; 1 received compensation from the organization, the highest $92,597 (CATHLEEN SPECIAL, EXECUTIVE DI).
- How much revenue does OTIS LIBRARY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,073,689, expenses of $1,890,687 and total assets of $11,917,686 at year end.
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