Nonprofit · EIN 06-6054716
ESSEX HISTORICAL SOCIETY
Tax-exempt · ESSEX, CT 06426
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $214,915 | $266,575 | -$51,660 | $744,004 | $12,376 | $731,628 |
| December 31, 2024 | 990 | $259,219 | $182,111 | $77,108 | $776,215 | $9,958 | $766,257 |
| December 31, 2023 | 990 | $131,722 | $154,301 | -$22,579 | $665,594 | $9,958 | $655,636 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $163,028
- Membership dues
- $41,389
- Program service revenue
- $18,887
- Investment income
- $33,000
- Net gain from sales of assets
- $15,749
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $71,665
- Other salaries and wages
- $31,531
- Salaries, compensation and benefits (total)
- $103,196
- Professional fundraising fees
- $0
- Legal fees
- $625
- Accounting fees
- $5,350
- Occupancy
- $89,303
- Depreciation
- $4,228
- Program services (functional)
- $134,030
- Management and general (functional)
- $132,545
Balance sheet and other
- Total assets, start of year
- $776,215
- Total assets, end of year
- $744,004
- Total liabilities, end of year
- $12,376
- Net assets, end of year
- $731,628
- Land, buildings and equipment
- $137,540
- Publicly traded securities
- $501,612
- Net assets without donor restrictions
- $718,422
- Net assets with donor restrictions
- $13,206
- Gross receipts
- $233,363
- Employees
- 2
- Year formed
- 1955
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELISSA JOSEFIAK | EXECUTIVE DI Trustee or director, Officer | 30 | $71,665 |
| DEE BRENNAN | DIRECTOR Trustee or director | 2 | $0 |
| DICK MATHER | DIRECTOR Trustee or director | 2 | $0 |
| DAVID KIRSCH | DIRECTOR Trustee or director | 2 | $0 |
| MELINDA KINGSBURY | DIRECTOR Trustee or director | 2 | $0 |
| SUE WINCHELL | DIRECTOR Trustee or director | 2 | $0 |
| RUSSEL PAGLIUGHI | DIRECTOR Trustee or director | 2 | $0 |
| TERRI ETHRIDGE | SECRETARY Trustee or director, Officer | 2 | $0 |
| GUS BENTIVEGNA | VICE PRESIDE Trustee or director, Officer | 3 | $0 |
| JOHN BAUER | TREASURER Trustee or director, Officer | 5 | $0 |
| LOU MAZZARESE | PRESIDENT Trustee or director, Officer | 6 | $0 |
990 for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELISSA JOSEFIAK | DIRECTOR Trustee or director | 30 | $71,888 |
| STACIA RICE-LIBBY | DIRECTOR Trustee or director | 2 | $0 |
| DICK MATHER | DIRECTOR Trustee or director | 2 | $0 |
| DAVID KIRSCH | DIRECTOR Trustee or director | 2 | $0 |
| MELINDA KINGSBURY | DIRECTOR Trustee or director | 2 | $0 |
| HANK MCINERNEY | DIRECTOR Trustee or director | 2 | $0 |
| TERRI ETHRIDGE | SECRETARY Trustee or director, Officer | 2 | $0 |
| GUS BENTIVEGNA | VICE PRESIDE Trustee or director, Officer | 3 | $0 |
| JOHN BAUER | TREASURER Trustee or director, Officer | 5 | $0 |
| LOU MAZZARESE | PRESIDENT Trustee or director, Officer | 4 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELISSA JOSEFIAK | DIRECTOR Trustee or director | 20 | $57,980 |
| STACIA RICE-LIBBY | DIRECTOR Trustee or director | 2 | $0 |
| DICK MATHER | DIRECTOR Trustee or director | 2 | $0 |
| DAVID KIRSCH | DIRECTOR Trustee or director | 2 | $0 |
| TERRI ETHRIDGE | DIRECTOR Trustee or director | 2 | $0 |
| MELINDA KINGSBURY | DIRECTOR Trustee or director | 2 | $0 |
| KATE SAVAGE | MARKETING Trustee or director | 2 | $0 |
| GUS BENTIVEGNA | SECRETARY Trustee or director, Officer | 2 | $0 |
| JOHN BAUER | TREASURER Trustee or director, Officer | 5 | $0 |
| LOU MAZZARESE | VICE PRESIDE Trustee or director, Officer | 3 | $0 |
| HANK MCINERNEY | PRESIDENT Trustee or director, Officer | 4 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 123, ESSEX, CT 06426-0123
- Principal officer (990 for 2025)
- LOU MAZZARESE
- Signed the 990
- JOHN BAUER, TREASURER
- Phone
- (860) 767-0681
- Website
- WWW.ESSEXHISTORY.ORG
- Return prepared by
- MAHONEY SABOL & COMPANY LLP
Mission
PRESERVATION OF AND EDUCATION ON ESSEX HISTORY.
Program accomplishments
- NEWSLETTER SENT TO MEMBERS, MONTHLY PROGRAMS & LECTURES ATTENDED BY APPROXIMATELY 50 - 125 PER EVENT, PRESERVATION OF HILLS ACADEMY & PRATT HOUSE, MAINTAIN MUSEUM COLLECTION, RECOGNIZE HISTORIC BUILDINGS IN TOWN. CONTINUED FOLLOW THE FALLS INITIATIVE AND ESSEX ELEMENTARY SCHOOL HISTORIAN IN RESIDENCE PROGRAM.Expenses $134,030 · revenue $18,887
- NEWSLETTER SENT TO MEMBERS, MONTHLY PROGRAMS & LECTURES ATTENDED BY APPROXIMATELY 50 - 125 PER EVENT, PRESERVATION OF HILLS ACADEMY & PRATT HOUSE, MAINTAIN MUSEUM COLLECTION, RECOGNIZE HISTORIC BUILDINGS IN TOWN.
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 | 990 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
- 06-6054716
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1957
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $744,004
- Income (IRS master file)
- $233,363
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $214,915 | $266,575 | $744,004 | IRS |
| 990 | December 2024 | $259,219 | $182,111 | $776,215 | IRS |
| 990 | December 2023 | $131,722 | $154,301 | $665,594 | XML |
| 990 | December 2022 | $141,075 | $118,185 | $662,125 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 06-6054716).
Questions about ESSEX HISTORICAL SOCIETY
- What is the EIN of ESSEX HISTORICAL SOCIETY?
- The employer identification number (EIN) of ESSEX HISTORICAL SOCIETY is 06-6054716.
- Is ESSEX HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
- Are donations to ESSEX HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ESSEX 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 ESSEX HISTORICAL SOCIETY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ESSEX HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ESSEX HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2025 names LOU MAZZARESE.
- Who are the officers and directors of ESSEX HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2025 lists 11 people; 1 received compensation from the organization, the highest $71,665 (MELISSA JOSEFIAK, EXECUTIVE DI).
- How much revenue does ESSEX HISTORICAL SOCIETY have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $214,915, expenses of $266,575 and total assets of $744,004 at year end.
Other nonprofits in ESSEX
- ESSEX FOUNDATION INC EIN 23-7070397 · last filed 990 for 2025
- SHORELINE SOUP KITCHENS & PANTRIES EIN 46-3773017 · last filed 990 for 2024
- ESSEX YACHT CLUB INC EIN 06-0336905 · last filed 990 for 2025
- CONNECTICUT RIVER FOUNDATION AT STEAMBOAT DOCK INC EIN 23-7417579 · last filed 990 for 2025
- ESSEX LAND TRUST INC EIN 06-6104076 · last filed 990 for 2024
- ESSEX LIBRARY ASSOCIATION INC EIN 06-0720076 · last filed 990 for 2025
- CONNECTICUT MARINE TRADES ASSOCIATION INC EIN 51-0183016 · last filed 990 for 2025
- HEWITT FOUNDATION INC EIN 06-1064288 · last filed 990-PF for 2025