New Haven Preservation Trust
922 State Street
New Haven CT 06511
Contact Information
Address 922 State Street
New Haven, CT 06511-
Telephone (203) 562 x5919
Fax 203-789-8806
E-mail info@nhpt.org
Web and Social Media
Touring one of New Haven's historic neighborhoods
Mission
The Mission of the New Haven Preservation Trust (NHPT) is to honor and preserve New Haven’s architectural heritage – historic buildings and neighborhoods – through advocacy, education and collaboration.
 
Since its founding in 1961, NHPT has been New Haven's principle driving force behind the preservation of the city's historic architecture. NHPT has played a key role in the preservation and restoration of the New Haven Free Public Library, the New Haven Post Office and Federal Building, New Haven City Hall, the John Davies Mansion, Union Station, and countless private residences and commercial building throughout the city.
 
NHPT provides unique, expert technical preservation services and educational opportunities that no other local organization offers. We serve the entire city, helping to enhance the architectural fabric of each neighborhood. We help to educate the community on the character and value of New Haven's built environment through our rich offering of educational programs. We honor and celebrate all neighborhoods in the city through our lectures, workshops and walking architectural tours -- a minimum of one per month throughout the year with additional tours offered during the International Festival of Arts & Ideas. Our network of contacts allows us to offer behind-the-scenes tours of historic buildings that are not well know or not open to the public. 
 
In addition, we work to help make the public aware of the many programs, loans and grants available to provide financial support and guidelines for historic preservation. We offer several workshops each year for homeowners, developers and others that explain the State Historic Home Tax Credit Program, presented in partnership with the CT Dept. of Economic and Community Development. As a result of these efforts, more applicants for this valuable program come from New Haven than any other municipality in the state, representing 50% of all applications and $17.1M in completed renovations since 2010. 
At A Glance
Year of Incorporation 1963
Organization's type of tax exempt status Public Supported Charity
Organization received a competitive grant from the community foundation in the past five years Yes
Leadership
CEO/Executive Director There is no CEO or ED. The organization employs 2 part-time staff and 1 independent contractor (as needed).
Board Chair Mr. Bruce R. Peabody
Board Chair Company Affiliation Winnick Ruben Hoffnung Peabody & Mendel, LLC
Financial Summary
 
Projected Revenue $173,150.00
Projected Expenses $172,944.00
Statements
Mission
The Mission of the New Haven Preservation Trust (NHPT) is to honor and preserve New Haven’s architectural heritage – historic buildings and neighborhoods – through advocacy, education and collaboration.
 
Since its founding in 1961, NHPT has been New Haven's principle driving force behind the preservation of the city's historic architecture. NHPT has played a key role in the preservation and restoration of the New Haven Free Public Library, the New Haven Post Office and Federal Building, New Haven City Hall, the John Davies Mansion, Union Station, and countless private residences and commercial building throughout the city.
 
NHPT provides unique, expert technical preservation services and educational opportunities that no other local organization offers. We serve the entire city, helping to enhance the architectural fabric of each neighborhood. We help to educate the community on the character and value of New Haven's built environment through our rich offering of educational programs. We honor and celebrate all neighborhoods in the city through our lectures, workshops and walking architectural tours -- a minimum of one per month throughout the year with additional tours offered during the International Festival of Arts & Ideas. Our network of contacts allows us to offer behind-the-scenes tours of historic buildings that are not well know or not open to the public. 
 
In addition, we work to help make the public aware of the many programs, loans and grants available to provide financial support and guidelines for historic preservation. We offer several workshops each year for homeowners, developers and others that explain the State Historic Home Tax Credit Program, presented in partnership with the CT Dept. of Economic and Community Development. As a result of these efforts, more applicants for this valuable program come from New Haven than any other municipality in the state, representing 50% of all applications and $17.1M in completed renovations since 2010. 
Background

Since its founding in 1961, NHPT has played a key role in the preservation and restoration of many local landmarks, including the New Haven Free Public Library, New Haven City Hall, and Union Station, as well as countless private residences and commercial buildings throughout the city.

Through public advocacy, educational lectures, walking tours and workshops, historic research, technical architectural advising, and private consultation, the Trust continues to work to preserve and protect the historic architecture that defines our city.

Impact
Accomplishments: 1. NHPT initiated four new listings on the National Register of Historic Places, working closely with consultants and the State Historic Preservation Offices to prepare and submit materials to the National Park Service. Nominees were Dixwell Congregational Church, Chetstone/Dr. Mary Blair Moody House, Orange Street Historic District Boundary Increase, and the Morris Cove Historic District;
2. Co-sponsored an all-day symposium honoring the 50th anniversary of the National Historic Preservation Act with keynote speeches and panel discussions led by major figures in state and national preservation organizations. Topics included saving neighborhoods and public spaces; the use of historic buildings and communities to attract business, provide jobs and create tourism and interest; and the historic impact of African American communities throughout the U.S. and ways to ensure the voices of minorities are heard within the movement to save historic buildings and places;  
3. Presented 15 public tours which include 'before' and 'after' renovation tours, guided presentations of buildings with significant or interesting history, and behind-the-scenes looks at New Haven landmarks. Three of these tours were presented as part of the International Festival of Arts & Ideas;  
4. Presented three workshops explaining the details of the Historic Homes Rehabilitation Tax Credit Program which provides financial incentives to homeowners undertaking renovations to their historic houses. Workshops were presented in Westville, Morris Cove and Downtown at the New Haven Free Public Library.  
 
2017 Goals:
1. Update website to more current platform to better represent organization, improve quality and quantity of information we can post, allow for better user experience;
2. Expand tours and programming;
3. Re-introduce community lecture series;
4. Implement new fundraising strategies to build operating support and long-term stability. 
  
 
 
Needs
1)Website: NHPT's current website was built in 2001 and still operates on the original platform which only allows changes to what exists - no additional pages, sections, media, etc. We need a website that can help promote our work and programming, is easier to update, and better represents the vitality of the organization. Total project cost is projected at $42,000.
 
2)  Fundraising: We do not have a development officer or fundraising committee. The Board oversees fundraising initiatives and is discussing initiatives to  increase operating support and build reserves and endowment.
 
3) Membership Growth:  As part of our 2017 goals, our membership program is currently being updated, offering greater value to our members.
 
4)  Outreach: NHPT uses our website, Facebook, Twitter and Constant Contact but our publicity can fall short due to limited staff capacity and limited website flexibility. Increased outreach, particularly to New Haven residents not currently engaged, would expand NHPT's influence and grow its membership. 
 
5) Volunteers: The Board of Directors is currently reviewing NHPT's committee and project/task structure with focus on ways to attract and engage new volunteers. 
CEO Statement n/a
Board Chair Statement

Since I was a child, I have been fascinated by houses and buildings. Whether I played with blocks, Legos, or Erector sets, I built houses. I grew up in suburban Pittsburgh, in a mile-square suburb built mainly between 1880 and 1930, with one 20-house hill-top 1960's subdivision carved out of the hilly woods, where I lived. The town had little houses, big houses, and apartments, the streets were lined with trees, a central walk-in school, and a neighborhood grocery store, shoe repair shop, and drugstore. This neighborhood setting always means home to me.

I have been in New Haven since 1974--first as a student and then as professional--and it is this same neighborhood quality that makes me love New Haven so much. New Haven is a city filled with neighborhoods, each with its own charm and history and each with its own importance.

The New Haven Preservation Trust's mission under its Strategic Plan is “to honor and preserve New Haven’s architectural heritage--historic buildings and neighborhoods--through advocacy, education, and collaboration.” For New Haven to be vital and alive, the focus is not just on one building, one street, or one institution--it is New Haven's entire built environment which allows our neighborhoods to be places where we can work, live and play together. This wonderful tapestry of houses, churches, stores, parks, factory buildings and educational buildings all work together to make New Haven special--and home.

With this as our mission and outlook, the Trust works hard to reach out to homeowners, fellow non-profit organizations, municipal staff and officials, and real estate and architectural professionals in New Haven to collectively celebrate New Haven’s distinct built environment and recognize the importance of preserving the structures which we have. In a time of tight finances for everyone, it is through these collaborations that the Trust’s reach has been extended and our voice and viewpoint in the community reinforced. Our members, donors and sponsors continue to be the foundation which allow us to undertake these tasks.

Everyone deserves to grow up and live in a community as warm and vital as the one I grew up in. As New Haven grows and changes over the years, we need to remember where we have come from and recognize how all of the components of built environment must come together towards that end. New Haven must have an educated and aware citizenry who recognize that preservation is done for the purpose of maintaining the valuable buildings and landscapes of New Haven which make our city unique, which make our neighborhoods strong--and which make New Haven “home.”

Bruce R. Peabody, President

Service Categories
Primary Organization Category Arts,Culture & Humanities / Historical Organizations
Secondary Organization Category Arts,Culture & Humanities / Historical Organizations
Areas Served
New Haven
The New Haven Preservation Trust serves the entire City of New Haven. Board and staff work vigorously to extend the Trust's reach into neighborhoods to showcase and help preserve fine structures, especially the rich array of 19th- and 20th-century housing in our city.   In addition, our professional staff is often called upon to provide consultation services to owners, architects, developers and preservation organizations in other Connecticut towns.
Programs
Description
NHPT helps to educate the community on the character and value of New Haven's built environment through our rich offering of educational programs. We honor and celebrate all neighborhoods in the city through our lectures, workshops and architectural walking tours - - a minimum of one per month  throughout the year with additional tours offered during the International Festival of Arts & Ideas. Our network of contacts allows us to offer behind-the-scenes tours of historic buildings that are not well known or open to the public. Two examples are the judges' chambers in the Federal District Courthouse on Church Street and the private meeting rooms of the Masonic Temple on Whitney Avenue. Tours in 2016 included The Wooster Square Experience: Church, Club & Pizzeria; Behind the Scenes at The Shubert Theater and Taft Hotel; Adapting New Haven's Largest Producer of Firearms for Modern Living (Winchester).
 
 
Population Served Adults / /
Program is linked to organization’s mission and strategy Yes
Program is frequently assessed based on predetermined program goals Yes
Short Term SuccessHelpOrganizations describe near term achievement(s) or improvement(s) that will result from this program. This may represent immediate outcomes occurring as a result of the end of a session or service.
In 2014, we committed to expanding this program to a minimum of one tour per month.  Our network of contacts allows us to offer behind-the-scenes access to historic buildings that are not well known or open to the public, 'pre' and 'post' renovation tours, and in-depth tours of architectural gems,  Participants are drawn from city-wide neighborhoods and surrounding towns.  Since this program's inception, we have added close to 1,000 new contacts to our mailing list and increased contributions by 53%.
 
The tours have become a signature component of our education program. NHPT's Program Committee monitors these events on a monthly basis and uses information gathered from participants, presenters and staff to evaluate each tour and to guide decisions for future presentations. NHPT tours fill to capacity within 24 hours of notice to the public. 
Long Term SuccessHelpOrganizations describe the ultimate change(s) that will result from this program. This may be far into the future and represent an ideal state.
To emphasize the rich architectural fabric of New Haven, NHPT has continued to expand our offering of free walking tours and established a monthly tour schedule. The tours are an ongoing program that allows us to reach a broad audience, visit diverse areas of the city, and raise awareness of New Haven's treasures.  The walking tours open participants' eyes to architectural details that may have previously gone unnoticed. 
 
The majority of our tours are free and open to the public in addition to a few that are for members only. In 2017, we are introducing a Member/Non-Member fee structure for select tours where members are either free or attend at a reduced rate while non-members pay a modest fee or price slightly higher than members. While we will always offer events that are free to all attendees, this new model provides added value for our members and an incentive for others to join, thereby boosting our membership numbers and revenue. 
Program Success Monitored ByHelpOrganizations describe the tools used to measure or track program impact.
Tour participants are asked to sign-in with their names and addresses. Participants may also be added to our mailing list. This allows NHPT staff to evaluate the audience we are reaching and compare it to our target audience. In addition, participants may be asked to participate in a brief survey on tour experience and satisfaction. The Program Committee evaluates the data along with information from tour presenters and staff and this analysis guides future events.
Examples of Program SuccessHelpOrganization's site specific examples of changes in clients' behaviors or testimonies of client's changes to demonstrate program success.

In 2016, we offered 15 public and members-only tours. Our smallest tour had 22 people, while our largest tour, given as part of the International Festival, welcomed more than 130. Tours traditionally fill to capacity within 24 hours of announcement and average 30 - 35 attendees - - a number often dictated by the maximum allowed for a particular property. When available, we have offered up to three additional time slots for the same tour in order to accommodate a larger demand. This trend is becoming the norm as more people become aware of the high-quality, interesting programs that we offer.

Tracking tour participation has shown that a significant portion of new members reach us through these events.Tour participation can signal the beginning of a relationship, with financial support coming several years later. 

Description
NHPT works to make the public aware of the many programs, loans and grants available that provide financial support and guidelines for historic preservation. We offer several hands-on workshops each year for homeowners, developers and others that explain how to use "Homeowner's Historic Tax Credits," a Federal program which reimburses construction costs for historic exterior renovations. These workshops. presented in partnership with the CT Dept. of Economic and Community Development, are offered free and open to the public.
Population Served Adults / /
Program is linked to organization’s mission and strategy Yes
Program is frequently assessed based on predetermined program goals Yes
Short Term SuccessHelpOrganizations describe near term achievement(s) or improvement(s) that will result from this program. This may represent immediate outcomes occurring as a result of the end of a session or service.
We have an ever-increasing demand for our Tax Credit Workshops. Data shows that individuals have attended more than one workshop and the discussions have become much more participatory. Attendees are becoming more aware of the types of professional and financial assistance that is available to help bring their project to completion and are arriving armed with specific questions and scenarios that drive a lively question and answer period.
 
In addition, we have been tracking increased interest in membership and other programs offered by NHPT. Our Community Heritage Date Plaque program made possible by generous support from Peoples United Bank, invites property owners to attach a customized ceramic plaque to the exterior of their home, acknowledging the date of construction. Structures built at any time in all New Haven neighborhoods are eligible, celebrating the strength and longevity of our community and its buildings.
 
Long Term SuccessHelpOrganizations describe the ultimate change(s) that will result from this program. This may be far into the future and represent an ideal state.
NHPT presents an average of three Tax Credit workshops per year. As a result of these efforts, more applicants for this valuable program come from New Haven than from any other municipality in the state. New Haven properties represent 50% of all applications and a total of $17.1M in completed renovations in New Haven to date.
Program Success Monitored ByHelpOrganizations describe the tools used to measure or track program impact.
NHPT tracks number of attendees, neighborhoods, and regions represented at each workshop. Each year, since the program's inception, we have noted increased demand for and interest in the information presented at these workshops. The success of this program is evident by the  high volume of completed New Haven house rehabilitation projects in relation to other communities throughout Connecticut.
Examples of Program SuccessHelpOrganization's site specific examples of changes in clients' behaviors or testimonies of client's changes to demonstrate program success.
The State Historic Preservation Office began tracking data on applications to the Historic Homes Rehabilitation Tax Credit Program in 2000. Since that time, New Haven has made up 50% of applications received, the largest percentage for any municipality in Connecticut. Since 2010, $17.1M has been spent in New Haven on completed renovation projects.
Description

NHPT provides professional technical assistance to individuals and organizations with questions about historic preservation, restoration practices, and state and federal preservation standards.  We respond to property owners, realtors, architects, developers, city officials, and others who ask for information on the historical and architectural significance of structures and sites in the area. Many are seeking guidance on rehabilitation standards and economic incentives for preservation projects. NHPT's Historic Preservation Services Officer has more than 35 years of experience working with historic properties in New England.

Working with the City Planning Department, NHPT's Preservation Services Officer meets with applicants to the Historic District Commission to advise on construction and renovation plans.  Our involvement has improved the application process for residents of Local Historic Districts and resulted in a smoother path to securing Certificates of Appropriateness.
Population Served Adults / /
Program is linked to organization’s mission and strategy Yes
Program is frequently assessed based on predetermined program goals Yes
Short Term SuccessHelpOrganizations describe near term achievement(s) or improvement(s) that will result from this program. This may represent immediate outcomes occurring as a result of the end of a session or service.
This program is directly linked to NHPT's core mission of educating the public and advocating historic preservation as a means of neighborhood stabilization and economic development.

Input and consultations with the NHPT's Preservation Services Officer has ensured that more property owners take the steps necessary to comply with the Secretary of the Interior's Standards for Rehabilitation, thereby ensuring the preservation of the City's architectural fabric.

We have continued our successful collaborations with local and regional partners on a variety of projects that affect the historic architecture of New Haven and Connecticut, and we have expanded the number of organizations with which we collaborate and who benefit from our consultations.

Long Term SuccessHelpOrganizations describe the ultimate change(s) that will result from this program. This may be far into the future and represent an ideal state.

As noted in the Hartford Courant editorial of May 4, 2012, recent studies show that preserving historic buildings has a handsome economic payoff. One study of the State’s three tax credit programs for historic properties showed that $32 million in credits triggered nearly $160 million in private investments – creating 560 job and nearly $30 million in wages – and generating more than $12 million in state & local taxes.

The second study looked at the effects of property values for properties in a local historic district. In no district, did being in the historic district reduce property values, and in 75% of the cases, properties in an historic district increased in value faster than those in the surrounding communities.

Historic Preservation is a good, smart, engine for economic development for every community.

Program Success Monitored ByHelpOrganizations describe the tools used to measure or track program impact.
Our staff and Board monitor the success of building projects on which NHPT consults via constituent correspondence, site visits, and photographic documentation. In addition, we receive communications from citizens, peer organizations and City departments about the state of buildings in their purview, particularly those changing hands or where demolition is possibility. These notifications are conveyed to the Preservation Committee, which keeps a running list of buildings under observation or discussion. The Preservation Committee meets with developers, makes presentations to agencies such as the Board of Zoning Appeals, and occasionally writes Op-Ed pieces for publication.
 
We continue to assist the public, advertising the availability of expert technical assistance with increased publicity, online information, news stories, and follow-up at NHPT events.  Growth in the number of requests for advisory services is clear evidence of  increased awareness that such services exist.
Examples of Program SuccessHelpOrganization's site specific examples of changes in clients' behaviors or testimonies of client's changes to demonstrate program success.
NHPT offers fee-for-service consultation for private rehabilitation projects throughout New Haven and the region. Clients have included Neighborhood Housing Services, Center Church on the Green, architectural firms, preservation developers and other non-profit institutions.
 
NHPT provides a reliable source of information on local history and historic preservation. The City of New Haven and NHPT have a partnered to create a searchable database project, hosted on the City's website, to allow easy access to the New Haven Historic Resource Inventory (HRI).  The HRI is a vast professionally-written database covering most historic structures in New Haven, currently available only in paper form.  
 
Description
For the last 10 years, NHPT has been showcasing Modernist buildings and sites in New Haven.  We completed a detailed inventory of more than 120 sites and buildings (c. 1930-1980), many nationally known. This was the first comprehensive architectural survey undertaken in New Haven in 30 years. NHPT's Modernism survey received a prestigious national award in 2015 from DOCOMOMO (an international organization furthering the Documentation and Conservation of Monuments of the Modern Era).
 
The culmination of the project, a professionally-designed educational, gallery-style website of New Haven's Modernist sites went online in 2014 at www.NewHavenModern.org.  Content on this site continues to be updated and enriched, including rare mid-century photographs and oral histories from architects and historians. Grant funding and generous donations of time by architects Kevin Roche, Cesar Pelli and Herbert Newman bolstered this project. 
Population Served Adults / General/Unspecified /
Program is linked to organization’s mission and strategy Yes
Program is frequently assessed based on predetermined program goals Yes
Short Term SuccessHelpOrganizations describe near term achievement(s) or improvement(s) that will result from this program. This may represent immediate outcomes occurring as a result of the end of a session or service. This project has a role in both education and advocacy. Its online, technology-driven nature will increase the Trust's profile both locally and nationally.  Anecdotally, the website www.NewHavenModern.org draws more distinct views than Modern Pizza, a renowned New Haven dining establishment.  The Modernism survey generated professionally-written Historic Resources Inventory forms for over 140 buildings; this effort has given each of these structures some level of local protection by ensuring a 90-day-delay of demolition period will be granted by the City should any of these properties face a threat.
Long Term SuccessHelpOrganizations describe the ultimate change(s) that will result from this program. This may be far into the future and represent an ideal state. Our goal for the Modernism study is two-fold.  We hope to increase awareness and appreciation of New Haven's extensive Modernist architecture in order to aid in its care, preservation and, ultimately, its protection.  We also hope to draw another audience to our organization, one which may think of historic preservation as staid and old-fashioned, not a current-day concern. Showcasing Modernist icons and placing them in a preservation context is designed to attract new NHPT members and friends. Historic preservation is for the future, not just the past!
Program Success Monitored ByHelpOrganizations describe the tools used to measure or track program impact.
Online analytical tools and messaging features have shown us our local and national reach via the new website (newhavenmodern.org). This information it logged and tracked.
 
Within the first three months of launch, we saw a substantial increase in online traffic, as well as increase in social media followers across all platforms. In the first year, the site had more than 6,300 unique visitors from around the world.
 
We have also added several new volunteers who were made aware of our work through this site, and have a dozen new members who  participated in associated Modernism-themed tours and events. We consider this initial phase to be a success!
 
 
Examples of Program SuccessHelpOrganization's site specific examples of changes in clients' behaviors or testimonies of client's changes to demonstrate program success. The NewHavenModern website was awarded a Merit Award from the Connecticut Trust for Historic Preservation at its annual awards ceremony in 2015 and an Award of Excellence from DOCOMOMO in America (DOcumentation and COnservation of buildings, sites and neighborhoods of the MOdern MOvement)
Description

In 2013, NHPT reinvigorated its Historic Structures Small Grant Program, which awards construction funding ($1,500 - $4,000) to qualified property owners for specific improvements to the exterior of their historic houses or buildings. Grants have been given for renovation of porches, windows, wooden architectural detailing, masonry repairs and other historic features.  Applicants are advised as to construction methods and finishes by the Historic Preservation Officer and must complete work within one year of approval.  Historic Structures grant applications are reviewed on a rolling basis and are overseen by the Preservation Committee.

Since 2013, the Trust has approved seven applications for a total amount awarded of $18,475.00. Work is complete on five properties and continues on two.

Population Served Adults / /
Program is linked to organization’s mission and strategy Yes
Program is frequently assessed based on predetermined program goals Yes
Short Term SuccessHelpOrganizations describe near term achievement(s) or improvement(s) that will result from this program. This may represent immediate outcomes occurring as a result of the end of a session or service. The Preservation Committee, which oversees this program, has a goal of three to four grants each year, as funding allows.  A portion of the permanent funding for this program is held at the Community Foundation for Greater New Haven.  In 2016, NHPT received  a pledge grant of $18,000 over three years from the Seedlings Foundation which will help us to attain our goal.
Long Term SuccessHelpOrganizations describe the ultimate change(s) that will result from this program. This may be far into the future and represent an ideal state. Our goal is to continue to give an average of three grants each year, as funding allows.  Each successfully completed grant helps to stabilize historic neighborhood fabric and strengthen awareness of the importance of preservation, even at a small-scale. The overall objective of the Historic Structures Grant program is to visibly demonstrate that preservation is a fundamental component of home ownership, regardless of the style, prominence or market value of the property.
Program Success Monitored ByHelpOrganizations describe the tools used to measure or track program impact. Program success will be monitored by the number of viable applications awarded and completed each year. The Preservation Committee, aided by staff, keeps extensive records of each application and meets with applicants several times. At the completion of each preservation project, the work is inspected by staff and volunteers to ensure that it meets The Secretary of the Interiors Standards for Preservation, as well as the agreed upon terms of the grant.
Examples of Program SuccessHelpOrganization's site specific examples of changes in clients' behaviors or testimonies of client's changes to demonstrate program success. From 2013 to 2015, the Trust awarded seven Historic Structures grants totaling $18,475.  Five projects reached completion by fall 2015, with two continuing into 2016.
Program Comments
CEO Comments

The New Haven Preservation Trust faces two significant challenges, one financial and one more philosophical.

Most of the programs undertaken by the Trust are unique in the city, not offered by other public or private entities.  The Board of Directors recognizes that this is both good and bad, good because it gives the Trust responsibility for upholding an entire field of endeavor, and bad because that position is not well understood in the community.  Unlike organizations providing food, shelter, health care, or activities for young people, the Trust aims to enhance quality of life.  We believe that appreciation and upkeep of its historic environment is crucial to the economic well being of a healthy urban center.  However, the role of an agency supporting the community's quality of life through preservation of its architectural heritage is fairly subtle, and not as easily portrayed as other charitable activity.  NHPT addresses this challenge by balancing its free education and awareness programs with essential principled advocacy for the future of neglected or undervalued historic structures.  Popularizing this role takes leadership and longstanding commitment, assets we are in the midst of growing. 

The second challenge is a direct blow to the Trust's financial capacity.  As part of the State budget adopted by the General Assembly in June 2015, the Trust faces a major reduction in annual operating support.  For many years, Connecticut has used a dedicated stream of funding established under the Community Investment Act to support a variety of quality of life programs across the State, including open space acquisition, farming, and historic preservation.  The Trust receives 40% of its annual operating budget ($75,000) from this source, by means of a grant agreement with the Department of Community and Economic Development.  As of June 2017, this amount is anticipated to be reduced by 50%.  Replacing this source of funding will require a concentrated effort in a short span of time. The Board is confident that the decision to hire an Operations Coordinator will give the necessary fundraising effort both leadership and momentum.
CEO/Executive Director
There is no CEO or ED. The organization employs 2 part-time staff and 1 independent contractor (as needed).
Staff
Number of Full Time Staff 0
Number of Part Time Staff 2
Number of Volunteers 32
Number of Contract Staff 1
Staff Retention Rate 100%
Staff Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 3
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Staff Demographics - Gender
Male 1
Female 2
Unspecified 0
Senior Staff
Title Preservation Services Officer
Title Operations Coordinator
Formal Evaluations
CEO Formal Evaluation N/A
CEO/Executive Formal Evaluation Frequency N/A
Senior Management Formal Evaluation Yes
Senior Management Formal Evaluation Frequency Annually
Non Management Formal Evaluation N/A
Non Management Formal Evaluation Frequency N/A
Collaborations
Collaborations with city, state, and regional organizations are key to  NHPT's educational and advocacy work. The Trust is an active  member of Connecticut Preservation Action, a policy-oriented organization which monitors the ebb and flow of legislative and executive support for preservation matters. 
 
On a programmatic level, current partners include: The National Trust for Historic Preservation; CT Department of Economic and Community Development; CT State Historic Preservation Office; The Connecticut Trust for Historic Preservation; New Haven City Planning Department; New Haven Historic District Commission; The Arts Council of Greater New Haven; New Haven School Construction Program; Neighborhood Housing Services of New Haven; the Urban Design League; The New Haven Free Public Library; The New Haven Museum; Historic Wooster Square Association; Westville Village Renaissance Alliance; the Garden Club of New Haven; Trinity Church; Center Church; Central Connecticut State University; DOCOMOMO US; and The International Festival of Arts & Ideas.
Affiliations
AffiliationYear
Affiliate/Chapter of National Organization2017
Awards
Award/RecognitionOrganizationYear
President's AwardThe National Trust for Historic Preservation2011
Merit AwardCT Trust for Historic Preservation2015
Award of Excellence (NewHavenModern.org)DOCOMOMO US2015
Comments
CEO Comments

Primarily due to its strong committee structure, NHPT successfully survived a transition year in 2016. Board members, volunteers, and part-time independent contractors filled in for staff who had retired or left for other employment. Trust programs continued to run smoothly, with minimal impact on community outreach. After a mid-year reevaluation of its initial plan, the Board hired a capable and imaginative Operations Coordinator in October, 2016. This step served to stabilize the staff and give NHPT's programs and membership coordination new energy and enthusiasm. Trust leadership recognizes that program expansion to include serious fundraising and robust public relations may require additional staff and plans to review staff capacity when the need arises.

Board Chair
Mr. Bruce R. Peabody
Company Affiliation Winnick Ruben Hoffnung Peabody & Mendel, LLC
Term May 2014 to Sept 2017
Board of Directors
NameAffiliation
Mr. Leon Bailey The Community Foundation for Greater New Haven
Mr. Jason Bischoff-Wurstle The New Haven Museum
Mr. Arnold H. Chadderdon Retired
Ms. Margaret Chambers MJ Chambers Architect, LLC
Ms. Elsie B. Chapman Community Volunteer
Mr. George Arthur Dickinson Duo Dickinson Architect
Mr. Joseph Dzeda Yale University School of Music
Ms. Susan E. Godshall Community Volunteer
Mr. Robert W. Grzywacz DeCarlo & Doll, Inc., Architects
Mr. Channing Harris Towers/Golde
Mrs. Susan Jacobson CAPA/Shubert Theater
Dr. Rona Johnston Yale University
Dr. Patricia E. Kane Yale University Art Gallery
Ms. Yesook Kim Community Volunteer
Ms. Karin Krochmal Karin Krochmal Graphic Design
Ms. Jill Martin Quinnipiac University
Mrs. Marianne Mazan Retired
Dr. Roberta Pilette Yale University Library
Mr. Alan J. Plattus Yale University School of Architecture
Ms. Charlotte Rea Carney, Sandoe & Associates
Mr. Pedro Soto SpaceCraft Manufacturing
Mr. Glenn A. Trunkfield Bank of America
Board Demographics - Ethnicity
African American/Black 2
Asian American/Pacific Islander 1
Caucasian 19
Hispanic/Latino 1
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 11
Female 12
Risk Management Provisions
Directors and Officers Policy
Accident and Injury Coverage
Standing Committees
Executive
Finance
Nominating
Communications / Promotion / Publicity / Public Relations
Membership
Program / Program Planning
Operations
Preservation
Additional Board/s Members and Affiliations
NameAffiliation
Ms. Katherine Bennett Betsy Grauer Realty
Mr. Edward S.K. Bottomley CAMA Inc.
Ms. Karyn Gilvarg New Haven City Planning Department
Ms. Melanie Ginter Board of Governors, Association of Yale Alumni
Mr. Bruce W.J. Graham Community Volunteer
Ms. Katharine Mace Learned Facilities Dept., Wellesley College
Mr. Preston Maynard US Department of Veterans Affairs
Mrs. Doris B. Townshend Community Volunteer
Mr. C. Michael Tucker C. Michael Tucker Associates, AIA
Mr. Christopher Wigren CT Trust for Historic Preservation
CEO Comments

The NHPT relies on a strong, working Board of Directors. All Board members serve on one or more committees or lead special projects. Committees meet monthly with members of the staff and other volunteers to share information and set program priorities. Committees develop and refine the governance and management policies that will lead us into the future.

The Board is currently conducting a full assessment of where the organization is and where it is going in the future. Areas under review include strategies to: increase visibility in the community; promote our mission and compelling success stories; better inform the general public of our many services and programs; revamp the  membership program to offer greater value to our constituents; promote our services as a conduit between people and projects; and most importantly, creating a new website that will help us accomplish these goals and better represent the vitality of the organization. 
 
 
Financials
Fiscal Year Start Jan 01 2017
Fiscal Year End Dec 31 2017
Projected Revenue $173,150.00
Projected Expenses $172,944.00
Spending Policy Income Only
Credit Line No
Reserve Fund Yes
Other Documents
Other Documents 3
NameYear
2016 NHPT Operating Budget2016View
N.H. Register article re Plaque Program2015View
N.H. Register Article re Preservation Awards Event2015View
NHPT Date Plaques on three houses2015View
DOCOMOMO Award of Excellence2015View
CT Trust Award of Merit2015View
State of CT Official Recognition2011View
President's Award - National Trust2011View
Detailed Financials
Prior Three Years Revenue Sources ChartHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201520142013
Foundation and
Corporation Contributions
$55,847$46,485$143,622
Government Contributions$85,000$62,500$0
Federal------
State$85,000$62,500--
Local------
Unspecified------
Individual Contributions------
------
$26,539$9,804$14,453
Investment Income, Net of Losses$3,794$2,713$1,786
Membership Dues--$18,670$18,463
Special Events$16,300----
Revenue In-Kind------
Other--$1,053$1,502
Prior Three Years Expense Allocations Chart
Fiscal Year201520142013
Program Expense$122,318$140,243$136,931
Administration Expense$36,534$41,946$45,681
Fundraising Expense------
Payments to Affiliates------
Total Revenue/Total Expenses1.180.780.98
Program Expense/Total Expenses77%77%75%
Fundraising Expense/Contributed Revenue0%0%0%
Prior Three Years Assets and Liabilities Chart
Fiscal Year201520142013
Total Assets$255,610$310,260$242,563
Current Assets$104,158$165,770$106,412
Long-Term Liabilities$143$93$208
Current Liabilities$48,449$129,674$35,161
Total Net Assets$207,018$180,493$207,194
Prior Three Years Top Three Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountCT Dept. of Economic & Community Dev. $85,000CT Dept. of Economic & Community Dev. $62,500CT Commission on Culture & Tourism $85,000
Second Highest Funding Source & Dollar AmountSeedlings Foundation $5,000The Community Foundation for Greater New Haven $14,548The Community Foundation for Greater New Haven $10,000
Third Highest Funding Source & Dollar Amount --Seedlings Foundation $5,000 --
Solvency
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities2.151.283.03
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets0%0%0%
Capitial Campaign
Currently in a Capital Campaign? No
Capital Campaign Anticipated in Next 5 Years? No
Comments
CEO Comments
NHPT's revenue is generally comprised of membership dues, donations during the GreatGrive in May and Annual Appeal in November, grants from the State of Connecticut and others, modest corporate sponsorships, certain endowed funds, and event admissions and sales.
 
Year-end revenue/expense figures for the 2016 fiscal year show a net income of $12,566, a substantial improvement year-over-year from 2015. Membership income increased by 6% in 2016, and Annual Appeal revenue showed a 70% increase. However, sponsorship revenue dropped by about 30%, reflecting an ever more competitive environment for sponsorship dollars.
 
Grant funding in an organization with a budget of less than $200,000 may show dramatic shifts from year to year. In 2016, operating support from the State diminished by 18%, compared to 2015, and is scheduled to fall off sharply in the next three years due to legislative cuts to a fund designated for cultural and historic organizations. A separate State grant for the Modernism program ended in 2015, further reducing public grant revenue. 
 
It should be noted that the 2016 NHPT budget contained several one-time anomalies. Of the three staff persons in place in 2015, one retired and one moved on to other employment, causing a shift in Personnel expense from regular salaries to independent contractor arrangements. Although the Board approved a deficit budget for 2015 including higher costs for an Executive Director, an alternative plan was adopted in October 2016 with the hiring of an Operations Coordinator. The revised staffing plan in the 2017 budget is more in line with budgetary expectations and avoids deficit spending.
 
The 2017 operating budget is balanced, with net income of $206. Income estimates were raised about 12% based on a plan to continue to build membership and to secure replacement grants from small family foundations and others. With new staff in place, expenses are expected to be stable throughout the year. The Board feels that a balanced budget is achievable for 2017. 
Foundation Staff Comments

This profile, including the financial summaries prepared and submitted by the organization based on its own independent and/or internal audit processes and regulatory submissions, has been read by the Foundation. Financial information is inputted by Foundation staff directly from the organization’s IRS Form 990, audited financial statements or other financial documents approved by the nonprofit’s board. The Foundation has not audited the organization’s financial statements or tax filings, and makes no representations or warranties thereon. The Community Foundation is continuing to receive information submitted by the organization and may periodically update the organization’s profile to reflect the most current financial and other information available. The organization has completed the fields required by The Community Foundation and updated their profile in the last year. To see if the organization has received a competitive grant from The Community Foundation in the last five years, please go to the General Information Tab of the profile.

Address 922 State Street
New Haven, CT 06511
Primary Phone 203 562 5919
Contact Email info@nhpt.org
CEO/Executive Director There is no CEO or ED. The organization employs 2 part-time staff and 1 independent contractor (as needed).
Board Chair Mr. Bruce R. Peabody
Board Chair Company Affiliation Winnick Ruben Hoffnung Peabody & Mendel, LLC

 

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