Nonprofit · EIN 06-1026597
CHARTER OAK TEMPLE RESTORATION ASSOCIATION INC
Tax-exempt · HARTFORD, CT 06106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,246,906 | $1,254,755 | -$7,849 | $3,605,871 | $157,602 | $3,448,269 |
| December 31, 2023 | 990 | $1,560,477 | $1,183,697 | $376,780 | $3,626,897 | $175,527 | $3,451,370 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,171,968
- of which government grants
- $114,016
- Program service revenue
- $48,411
- Investment income
- $36,866
- Net income from fundraising events
- -$10,339
- Other revenue
- -$10,339
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $185,223
- Other salaries and wages
- $405,695
- Salaries, compensation and benefits (total)
- $665,340
- Professional fundraising fees
- $0
- Occupancy
- $35,092
- Depreciation
- $52,209
- Program services (functional)
- $820,848
- Management and general (functional)
- $375,501
- Fundraising (functional)
- $58,406
Balance sheet and other
- Total assets, start of year
- $3,626,897
- Total assets, end of year
- $3,605,871
- Total liabilities, end of year
- $157,602
- Net assets, end of year
- $3,448,269
- Land, buildings and equipment
- $2,363,513
- Publicly traded securities
- $77,729
- Net assets without donor restrictions
- -$381,713
- Net assets with donor restrictions
- $3,829,982
- Gross receipts
- $1,288,471
- Employees
- 50
- Volunteers
- 50
- Year formed
- 1979
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DONNA BERMAN | EXECUTIVE DIRECTOR Officer | 40 | $107,368 | $3,112 |
| LAURIE LEADER | MANAGING DIRECTOR Officer | 40 | $72,352 | $2,171 |
| BARBARA VITA | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| REE MORROW | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| REBEKKA PODGORSKI | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DELMARYS SERRANO | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| RACHNA AGRAWAL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ANA ALFARO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ALVIN CARTER SR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| INGRID DUPUY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| EVA JACOBSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DONNA BERMAN | EXECUTIVE DIRECTOR Officer | 40 | $106,138 | $17,538 |
| LAURIE LEADER | MANAGING DIRECTOR Officer | 40 | $85,557 | $18,640 |
| BARBARA VITA | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| REE MORROW | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DELMARYS SERRANO | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| REBEKKA PODGORSKI | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| RACHNA AGRAWAL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ANA ALFARO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ALVIN CARTER SR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| INGRID DUPUY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| EVA JACOBSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 21 CHARTER OAK AVE, HARTFORD, CT 06106-1801
- Principal officer (990 for 2024)
- DONNA BERMAN, 21 CHARTER OAK AVENUE, HARTFORD, CT 06106
- Signed the 990
- DONNA BERMAN, EXECUTIVE DIRECTOR
- Phone
- (860) 310-2580
- Website
- CHARTEROAKCENTER.ORG
- Return prepared by
- WHITTLESEY PC
Mission
CHARTER OAK CULTURAL CENTER, A BEAUTIFUL HISTORIC LANDMARK AND VIBRANT ARTS CENTER, DOING THE WORK OF SOCIAL JUSTICE THROUGH THE ARTS.
Program accomplishments
- CITY SCHOOL OF THE ARTS (FORMERLY YOUTH ARTS INSTITUTE) - OUR CITY SCHOOL OF THE ARTS REACHED HUNDREDS OF HARTFORD INNER-CITY CHILDREN WITH CLASSES IN THE ARTS HELD AFTER-SCHOOL AND IN THE SUMMER, AS WELL AS EVENING PROGRAMS FOR FAMILIES, ALL FREE OF CHARGE. ALL OF OUR CITY SCHOOL OF THE ARTS INSTITUTE OFFERINGS ARE DESIGNED WITH THE OVERARCHING GOALS OF 1) PROMOTING SKILL ACQUISITION 2) HELPING CHILDREN MEET THE STATE OF CONNECTICUT ARTS K12 GOALS AND STANDARDS 3) ENCOURAGING KNOWLEDGE AND LOVE OF THE ARTS AND A LOVE OF LEARNING. THIS PAST YEAR OUR CITY SCHOOL OF THE ARTS HAD MANY SUCCESSES AND WE MET ALL OF OUR EVALUATION GOALS AND BENCHMARKS.Expenses $390,632 · revenue $48,411
- PROFESSIONAL PROGRAMMING AS - PART OF OUR MISSION OF MAKING THE ARTS ACCESSIBLE TO ALL, WE PROVIDED CUTTING-EDGE, THOUGHT-PROVOKING PERFORMING AND VISUAL ARTS WHICH INCLUDED DANCE, THEATRE, MUSIC, FILM, CONCERTS, READINGS, LECTURES AND GALLERY EXHIBITIONS FOR AUDIENCES IN HARTFORD AND BEYOND. OUR OFFERINGS BUILT AWARENESS AND APPRECIATION OF ALL THE WORLD'S CULTURES. OUR OVERALL GOAL IS TO PROVIDE ACCESS TO THE ARTS TO ALL WHO HUNGER FOR THEM, AND, AS A MATTER OF POLICY, WE OFFERED AS MANY OF OUR PROFESSIONAL PERFORMANCES AND EVENTS AS WE COULD FOR FREE, KEPT OUR PRICES AS LOW AS POSSIBLE AND NEVER TURNED ANYONE AWAY WHO COULD NOT AFFORD THE PRICE OF A TICKET.Expenses $30,327
- SOCIAL JUSTICE PROGRAMMING - OUR BEAT OF THE STREET (BOTS) PROGRAMMING IS DESIGNED TO RAISE AWARENESS ABOUT THE ISSUE OF HOMELESSNESS AND TO MAKE REAL AND LASTING CHANGES IN THE LIVES OF THOSE EXPERIENCING HOMELESSNESS. THROUGH OUR BEAT OF THE STREET NEWSPAPER, WE HIRE INDIVIDUALS FROM THE HOMELESS COMMUNITY TO DELIVER THE PAPER AND COMPENSATE THOSE WHO CONTRIBUTE CONTENT TO THE PAPER. OUR BOTS LEARNING CENTER FOR CREATIVE LEARNING PROVIDES A COMPLETELY FREE EDUCATION FOR THOSE EXPERIENCING HOMELESSNESS. WE PROVIDE THREE SEMESTERS A YEAR, OFFERING MOSTLY ARTS-BASED CLASSES. GRADUATES ARE ELIGIBLE FOR A TUITION-FREE FOUR-YEAR DEGREE FROM GOODWIN UNIVERSITY. THROUGH OUR EATS OF THE STREET PROGRAM, WE PLACE LARGE POTS OF ORGANIC VEGETABLE PLANTS THROUGHOUT THE CITY OF HARTFORD. WE HIRE MEMBERS OF THE HOMELESS COMMUNITY TO TEND THE POTS, WHICH ARE PAINTED BY LOCAL ARTISTS. THE VEGETABLES ARE AVAILABLE FOR FREE TO ANYONE IN NEED, ADDRESSING HUNGER IN OUR CITY. EATS OF THE STREET BRINGS FOOD, JOBS AND ART TO HARTFORD. WE HAVE ALSO ESTABLISHED THE ADA MARIA ISASI-DIAZ JUSTICE INSTITUTE TO ADDRESS CHALLENGES SPECIFIC TO LATINX WOMEN.Expenses $193,701
- RESTORATION AND MAINTENANCE OF THE TEMPLE, WHICH IS A HISTORICAL LANDMARK BUILDING.Expenses $206,188
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 06-1026597
- 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
- 1981
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A800)
- Assets (IRS master file)
- $3,605,871
- Income (IRS master file)
- $1,288,471
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,246,906 | $1,254,755 | $3,605,871 | XML |
| 990 | December 2023 | $1,560,477 | $1,183,697 | $3,626,897 | XML |
| 990 | December 2022 | $1,708,512 | $1,141,730 | $3,399,268 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 06-1026597).
Questions about CHARTER OAK TEMPLE RESTORATION ASSOCIATION INC
- What is the EIN of CHARTER OAK TEMPLE RESTORATION ASSOCIATION INC?
- The employer identification number (EIN) of CHARTER OAK TEMPLE RESTORATION ASSOCIATION INC is 06-1026597.
- Is CHARTER OAK TEMPLE RESTORATION ASSOCIATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to CHARTER OAK TEMPLE RESTORATION ASSOCIATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHARTER OAK TEMPLE RESTORATION ASSOCIATION INC 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 CHARTER OAK TEMPLE RESTORATION ASSOCIATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARTER OAK TEMPLE RESTORATION ASSOCIATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CHARTER OAK TEMPLE RESTORATION ASSOCIATION INC?
- The 990 for the year ended December 31, 2024 names DONNA BERMAN.
- Who are the officers and directors of CHARTER OAK TEMPLE RESTORATION ASSOCIATION INC?
- The 990 for the year ended December 31, 2024 lists 11 people; 2 received compensation from the organization, the highest $107,368 (DONNA BERMAN, EXECUTIVE DIRECTOR).
- How much revenue does CHARTER OAK TEMPLE RESTORATION ASSOCIATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,246,906, expenses of $1,254,755 and total assets of $3,605,871 at year end.
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