Skip to content
Nonprofiteer
← OLD DARTMOUTH HISTORICAL SOCIETY

Form 990 for tax year 2024

Filed by OLD DARTMOUTH HISTORICAL SOCIETY.

Totals

Total revenue
$18,678,982
Total expenses
$6,593,225
Contributions and grants received
$16,411,604
Grants paid
$0
Program service revenue
$1,165,318
Investment income
$1,160,360
Other revenue
-$58,300
Total assets, end of year
$51,317,862
Total liabilities, end of year
$1,194,609
Net assets or fund balances, end of year
$50,123,253
Program services expenses (Part IX)
$5,079,133
Management and general expenses
$786,767
Fundraising expenses
$727,325
Program service expenses (Part III)
$5,079,133

Program services were 77.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $217,205

  • 1e · Government grants (contributions)

    $1,144,848

  • 1f · All other contributions, gifts and grants

    $15,049,551

  • 1g · Noncash contributions included above

    $2,736,910

  • 2a · Program service revenue: Admissions

    total $837,590 · related or exempt $837,590

  • 2b · Program service revenue: Event Ticket Sales

    total $44,365 · related or exempt $44,365

  • 2c · Program service revenue: Gift of AccessionLoans

    total $26,306 · related or exempt $26,306

  • 2d · Program service revenue: Royalties & User Rights

    total $5,943 · related or exempt $5,943

  • 2e · Program service revenue: Programming

    total $251,114 · related or exempt $251,114

  • 3 · Investment income

    total $511,684 · excluded $511,684

  • 6a · Gross rents

    real property $203,812

  • 6b · Less rental expenses

    real property $230,233

  • 6c · Rental income or loss

    real property -$26,421

  • 6d · Net rental income or loss

    total -$26,421 · related or exempt -$26,421

  • 7a · Gross sales of assets other than inventory

    securities $2,518,370

  • 7b · Less cost or other basis and sales expenses

    securities $1,869,694

  • 7c · Gain or loss

    securities $648,676

  • 7d · Net gain or loss

    total $648,676 · excluded $648,676

  • 8c · Net income from fundraising events

    total $0

  • 10a · Gross sales of inventory

    $356,666

  • 10b · Cost of goods sold

    $396,115

  • 10c · Net income from sales of inventory

    total -$39,449 · related or exempt -$39,048 · unrelated business -$401

  • 11a · Other revenue: Miscellaneous

    total $7,570 · related or exempt $7,570

  • 11e · Other revenue, total

    $7,570

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $812,700 · program services $327,477 · management and general $270,161 · fundraising $215,062

  • 7 · Other salaries and wages

    total $1,687,263 · program services $1,398,265 · management and general $131,330 · fundraising $157,668

  • 8 · Pension plan contributions

    total $63,155 · program services $45,070 · management and general $13,647 · fundraising $4,438

  • 9 · Other employee benefits

    total $262,252 · program services $221,414 · management and general $45,213 · fundraising -$4,375

  • 10 · Payroll taxes

    total $211,462 · program services $159,270 · management and general $37,497 · fundraising $14,695

  • 11a · Fees: management

    total $122,739 · program services $74,447 · management and general $45,492 · fundraising $2,800

  • 11b · Fees: legal

    total $4,650 · management and general $4,650

  • 11c · Fees: accounting

    total $37,692 · management and general $37,692

  • 11g · Fees: other

    total $7,800 · management and general $7,800

  • 12 · Advertising and promotion

    total $139,037 · program services $136,559 · management and general $2,478

  • 13 · Office expenses

    total $22,937 · program services -$199 · management and general $20,864 · fundraising $2,272

  • 14 · Information technology

    total $64,751 · program services $14,831 · management and general $49,920

  • 16 · Occupancy

    total $539,590 · program services $501,783 · management and general $32,328 · fundraising $5,479

  • 17 · Travel

    total $7,222 · program services $2,110 · management and general -$50 · fundraising $5,162

  • 19 · Conferences, conventions and meetings

    total $19,310 · program services $5,375 · management and general $13,476 · fundraising $459

  • 20 · Interest

    total $4,709 · program services $3,626 · management and general $1,083

  • 22 · Depreciation, depletion and amortization

    total $1,049,436 · program services $1,009,436 · management and general $36,000 · fundraising $4,000

  • 23 · Insurance

    total $131,275 · program services $127,069 · management and general $2,186 · fundraising $2,020

  • 24a · Other expenses: Exhibition Costs

    total $42,527 · program services $42,527

  • 24b · Other expenses: Collection Acquisitions

    total $51,875 · program services $51,875

  • 24c · Other expenses: Conservation

    total $32,790 · program services $32,790

  • 24d · Other expenses: Student TransProgram Travel

    total $127,337 · program services $127,337

  • 24e · All other expenses

    total $1,150,716 · program services $798,071 · management and general $35,000 · fundraising $317,645

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,618 · end of year $1,618

  • 2 · Savings and temporary cash investments

    beginning of year $935,573 · end of year $4,897,867

  • 3 · Pledges and grants receivable

    beginning of year $2,189,930 · end of year $8,953,197

  • 4 · Accounts receivable

    beginning of year $1,292,921 · end of year $1,011,091

  • 8 · Inventories for sale or use

    beginning of year $138,263 · end of year $95,010

  • 9 · Prepaid expenses and deferred charges

    beginning of year $170,058 · end of year $141,509

  • 10a · Land, buildings and equipment: cost or other basis

    $34,529,983

  • 10b · Land, buildings and equipment: accumulated depreciation

    $19,736,481

  • 10c · Land, buildings and equipment, net

    beginning of year $14,043,520 · end of year $14,793,502

  • 11 · Investments: publicly traded securities

    beginning of year $18,577,693 · end of year $20,576,362

  • 15 · Other assets

    beginning of year $847,620 · end of year $847,706

  • 17 · Accounts payable and accrued expenses

    beginning of year $226,589 · end of year $519,705

  • 19 · Deferred revenue

    beginning of year $682,602 · end of year $480,937

  • 23 · Secured mortgages and notes payable

    beginning of year $155,786 · end of year $114,534

  • 25 · Other liabilities

    beginning of year $133,358 · end of year $79,433

  • 27 · Net assets without donor restrictions

    beginning of year $28,142,269 · end of year $29,345,679

  • 28 · Net assets with donor restrictions

    beginning of year $8,856,592 · end of year $20,777,574

Mission and programs · 2024

Mission

The Societys mission is to ignite learning through explorations of art, history, science and culture rooted in the stories of people, the region and an international seaport.

  • Exhibitions related to the whaling history, whale ecology, fine and decorative arts, and the history of the Old Dartmouth region that inspire visitors to reflect on the complex issues that shaped the past and remain relevant today. Scholarship, publications and web content that showcase exceptional research and communicate the Museums mission to a worldwide audience. Collections management that includes conservation, preservation, record keeping, loans and acquisitions of artifacts in the Museum collections, which are integral to the Museums mission and storytelling.

    Expenses $2,779,979

  • Educational programming in the subjects of whaling history, ocean science, whale biology, art history, and the history of the Old Dartmouth Region that provide a meaningful experience for students, educators, scholars and enthusiasts and foster a community of lifelong learning.

    Expenses $1,705,777

  • Member and community programs that engage the public in the mission of the Society. Library and research operations that provide resources for the public in their pursuit of information about the history of the whaling industry, City of New Bedford, Massachusetts and related subjects.

    Expenses $593,377

As filed on the 2024 return.

Listed in Part VII

  • Amanda McMullen

    President & Chief Executive Officer

    Total calculated
    $324,966
    From this org
    $315,501
    From related orgs
    $0
    Other
    $9,465
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $275,000
    Bonus
    $40,000
    Other
    $501
    Deferred
    not reported
    Nontaxable benefits
    $9,465
    Filer's total
    $324,966

  • Michelle Taylor

    Chief Administrative Officer & CFO

    Total calculated
    $233,849
    From this org
    $206,484
    From related orgs
    $0
    Other
    $27,365
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,595
    Bonus
    $23,889
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $27,365
    Filer's total
    $233,849

  • Naomi Slipp PhD

    Crocker Endowed Chair-Chief Curator

    Total calculated
    $197,162
    From this org
    $154,529
    From related orgs
    $0
    Other
    $42,633
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,158
    Bonus
    $22,371
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $42,633
    Filer's total
    $197,162

  • Emily Mead

    Chief Philanthropic Officer

    Total calculated
    $150,596
    From this org
    $136,187
    From related orgs
    $0
    Other
    $14,409
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,187
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $14,409
    Filer's total
    $150,596

  • Eugene Monteiro

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Betsy Fallon

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Mark Schmid Jr

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • David Gomes

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Susan Costa

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Margaret Howland

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Edward Howland II

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • James Hughes

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Michael Keating

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Hon D Lloyd Macdonald

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Ralph Martin II Esq

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Gilbert Perry

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Victoria Pope

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Dana Rebeiro

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Lucy Rose-Correia

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Maria Rosario

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Nancy Shanik

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Michael Moore

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Carol Taylor PhD

    Ex Officio MAC Chair

    Total calculated
    $0
    Hours/week
    3

  • Tricia Schade

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Lisa Whitney

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Susan Wolkoff

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Ellen Stone

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Anthony Sapienza

    Chair

    Total calculated
    $0
    Hours/week
    4

  • Bernadette Souza

    Second Vice Chair

    Total calculated
    $0
    Hours/week
    3

  • Hardwick Simmons

    Treasurer

    Total calculated
    $0
    Hours/week
    3

  • Ricardo Bermudez

    Assistant Treasurer

    Total calculated
    $0
    Hours/week
    3

  • Paulina Rocha Arruda

    Clerk

    Total calculated
    $0
    Hours/week
    3

  • Douglas Crocker II

    First Vice Chair

    Total calculated
    $0
    Hours/week
    3

  • R Davis Webb

    Assistant Clerk

    Total calculated
    $0
    Hours/week
    3

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
21 October 2025
IRS schema version
2024v5.2
Source object
202543159349302189

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.