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Nonprofit · EIN 06-0672790

PEQUOT LIBRARY ASSOCIATION

Tax-exempt · SOUTHPORT, CT 06890

Financials

$1.7M$1.8M2023$2.6M$1.8M2024
Revenue Expenses · by fiscal year end
Financials of PEQUOT LIBRARY ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$2,559,972$1,807,984$751,988$9,291,822$169,167$9,122,655
June 30, 2024990$1,687,305$1,797,423-$110,118$8,364,327$188,016$8,176,311
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,884,335
of which government grants
$350,000
Program service revenue
$176,989
Investment income
$274,176
Net rental income
$40,237
Net gain from sales of assets
$155,512
Net income from fundraising events
$180,690
Other revenue
$224,472

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$165,890
Other salaries and wages
$619,981
Salaries, compensation and benefits (total)
$901,863
Professional fundraising fees
$0
Legal fees
$215
Accounting fees
$78,905
Occupancy
$58,912
Travel
$9,096
Depreciation
$232,020
Program services (functional)
$1,271,412
Management and general (functional)
$238,414
Fundraising (functional)
$298,158

Balance sheet and other

Total assets, start of year
$8,364,327
Total assets, end of year
$9,291,822
Total liabilities, end of year
$169,167
Net assets, end of year
$9,122,655
Land, buildings and equipment
$3,634,195
Publicly traded securities
$4,218,912
Net assets without donor restrictions
$6,632,102
Net assets with donor restrictions
$2,490,553
Gross receipts
$5,228,307
Employees
21
Volunteers
330
Year formed
1889
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.

NameTitleHours / weekCompensationOther / benefits
STEPHANIE J COAKLEYEXECUTIVE DIRECTOR
Officer
40$148,782$13,155
ALI FELLOWESPRESIDENT AS OF 10/2024
Trustee or director, Officer
3$0$0
COKE ANNE WILCOXPAST PRESIDENT AS OF 10/2024
Trustee or director, Officer
3$0$0
NELSON NORTHPAST PRESIDENT UNTIL 10/2024
Trustee or director, Officer
3$0$0
ELLEN LEVINSONTREASURER
Trustee or director, Officer
1$0$0
ROB JOHNSONASST. TREASURER AS OF 10/2024
Trustee or director, Officer
3$0$0
KELLY D LAFERRIEREASSISTANT TREASURER UNTIL 10/2024
Trustee or director, Officer
3$0$0
MARGARET RIECKSECRETARY AS OF 10/2024
Trustee or director, Officer
2$0$0
LYNNE LAUKHUFSECRETARY UNTIL 10/2024
Trustee or director, Officer
2$0$0
CAROLINE CALDEREXECUTIVE VICE PRESIDENT
Trustee or director, Officer
1$0$0
DAN MCHALEVP OF INVESTMENTS AS OF 10/2024
Trustee or director
3$0$0
CHRISTOPHER WRIGHTVP OF INVESTMENTS UNTIL 10/2024
Trustee or director
3$0$0
LYNNE VAN WINKLETRUSTEE
Trustee or director
2$0$0
CHARLOTTE ROGANTRUSTEE
Trustee or director
1$0$0
BELINDA SHEPARDTRUSTEE
Trustee or director
1$0$0
11 more people on this return
NameTitleHours / weekCompensation
BLYTHE BRACEY SMITHTRUSTEE
Trustee or director
1$0
BOB SVENSKTRUSTEE
Trustee or director
1$0
LIBBY MCKINNEY TRITSCHLERTRUSTEE
Trustee or director
1$0
JOHN TURITZINTRUSTEE
Trustee or director
1$0
MATTHEW WAGNERTRUSTEE
Trustee or director
1$0
JARAT FORDTRUSTEE AS OF 10/2024
Trustee or director
1$0
WES HAYNESTRUSTEE AS OF 10/2024
Trustee or director
1$0
FIONA HODGSONTRUSTEE AS OF 10/2024
Trustee or director
1$0
BRENDA THICKETTTRUSTEE AS OF 10/2024
Trustee or director
1$0
RICHARD WEBBTRUSTEE UNTIL 10/2024
Trustee or director
1$0
CAROLINE HARRIS GIBSONTRUSTEE UNTIL 10/2024
Trustee or director
1$0
990 for the year ended June 30, 2024: 25 people
NameTitleHours / weekCompensationOther / benefits
STEPHANIE J COAKLEYEXECUTIVE DIRECTOR
Officer
40$145,855$12,344
COKE ANNE WILCOXPRESIDENT
Trustee or director, Officer
3$0$0
ELLEN LEVINSONTREASURER
Trustee or director, Officer
1$0$0
KELLY D LAFERRIEREASSISTANT TREASURER
Trustee or director, Officer
3$0$0
LYNNE LAUKHUFSECRETARY (AS OF 10/23)
Trustee or director, Officer
2$0$0
NELSON NORTHEX-OFFICIO
Trustee or director, Officer
3$0$0
CAROLINE CALDEREXECUTIVE VICE PRESIDENT
Trustee or director, Officer
1$0$0
CHRISTOPHER WRIGHTVP OF INVESTMENTS
Trustee or director
3$0$0
LYNNE VAN WINKLESECRETARY (UNTIL 10/23)/DIRECTOR
Trustee or director
2$0$0
ALI FELLOWESTRUSTEE (BEG. 10/23)
Trustee or director
1$0$0
CAROLINE HARRIS GIBSONTRUSTEE
Trustee or director
1$0$0
BOB JOHNSONTRUSTEE (BEG. 10/23)
Trustee or director
1$0$0
JENNIFER BRADFORD KENNEDYTRUSTEE (UNTIL 10/23)
Trustee or director
1$0$0
THOMAS LAWLORTRUSTEE (UNTIL 10/23)
Trustee or director
1$0$0
DAN MCHALETRUSTEE
Trustee or director
1$0$0
JAMES POWERSTRUSTEE (UNTIL 10/23)
Trustee or director
1$0$0
MARGARET RIECKTRUSTEE
Trustee or director
1$0$0
CHARLOTTE ROGANTRUSTEE
Trustee or director
1$0$0
BELINDA SHEPARDTRUSTEE
Trustee or director
1$0$0
BLYTHE BRACEY SMITHTRUSTEE
Trustee or director
1$0$0
BOB SVENSKTRUSTEE (BEG. 10/23)
Trustee or director
1$0$0
LIBBY MCKINNEY TRITSCHLERTRUSTEE
Trustee or director
1$0$0
JOHN TURITZINTRUSTEE (BEG. 10/23)
Trustee or director
1$0$0
MATTHEW WAGNERTRUSTEE
Trustee or director
1$0$0
RICHARD WEBBTRUSTEE
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
720 PEQUOT AVE, SOUTHPORT, CT 06890-1418
Principal officer (990 for 2024)
ALI FELLOWES, 720 PEQUOT AVENUE, SOUTHPORT, CT 068901496
Signed the 990
ALI FELLOWES, PRESIDENT
Phone
(203) 259-0346
Return prepared by
CLIFTONLARSONALLEN

Mission

PEQUOT LIBRARY'S MISSION IS TO BRING CULTURE TO LIFE, INCLUDING LITERATURE, ART, SCIENCE AND THE HUMANITIES. THE LIBRARY SERVES A BROAD AND DIVERSE AUDIENCE AND THROUGHOUT THE YEAR OFFERS A CIRCULATING COLLECTION OF BOOKS AND MEDIA, ORGANIZES A CHANGING SCHEDULE OF ART AND HISTORY EXHIBITIONS, PRESENTS NUMEROUS MUSIC PERFORMANCES AND EDUCATION PROGRAMS FOR ALL AGES.

990 for the year ended June 30, 2025

Program accomplishments

  • PEQUOT LIBRARY ENRICHES LIVES BY SERVING THE CULTURAL, EDUCATIONAL, AND INTELLECTUAL NEEDS OF THE ENTIRE COMMUNITY. THE LIBRARY COLLECTS, PRESERVES, AND MAKES ACCESSIBLE A COLLECTION OF RARE BOOKS, MANUSCRIPTS, AND ARCHIVES; PROVIDES PUBLIC LIBRARY SERVICES; ORGANIZES ENGAGING PROGRAMS ABOUT HISTORY, LITERATURE, AND THE ARTS; CURATES SPECIAL COLLECTIONS EXHIBITIONS; AND HOSTS COMMUNITY-WIDE GATHERINGS IN A HISTORIC SETTING.SEE SCHEDULE O FOR CONTINUANCE OF PROGRAM SERVICE ACCOMPLISHMENTS
    Expenses $1,271,412 · revenue $176,989

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
06-0672790
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
1950
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B71Z)
Assets (IRS master file)
$9,291,822
Income (IRS master file)
$5,228,307

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$2,559,972$1,807,984$9,291,822XML
990June 2024$1,687,305$1,797,423$8,364,327XML
990June 2023$1,278,136$1,669,267$8,097,787IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 06-0672790).

Questions about PEQUOT LIBRARY ASSOCIATION

What is the EIN of PEQUOT LIBRARY ASSOCIATION?
The employer identification number (EIN) of PEQUOT LIBRARY ASSOCIATION is 06-0672790.
Is PEQUOT LIBRARY ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1950.
Are donations to PEQUOT LIBRARY ASSOCIATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does PEQUOT LIBRARY ASSOCIATION 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 PEQUOT LIBRARY ASSOCIATION 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 PEQUOT LIBRARY ASSOCIATION 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 PEQUOT LIBRARY ASSOCIATION?
The 990 for the year ended June 30, 2025 names ALI FELLOWES.
Who are the officers and directors of PEQUOT LIBRARY ASSOCIATION?
The 990 for the year ended June 30, 2025 lists 26 people; 1 received compensation from the organization, the highest $148,782 (STEPHANIE J COAKLEY, EXECUTIVE DIRECTOR).
How much revenue does PEQUOT LIBRARY ASSOCIATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $2,559,972, expenses of $1,807,984 and total assets of $9,291,822 at year end.

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