Totals
- Total revenue
- $2,225,656
- Total expenses
- $2,345,857
- Contributions and grants received
- $1,741,040
- Grants paid
- $0
- Program service revenue
- $76,365
- Investment income
- $196,214
- Other revenue
- $212,037
- Total assets, end of year
- $10,704,537
- Total liabilities, end of year
- $2,462,541
- Net assets or fund balances, end of year
- $8,241,996
- Program services expenses (Part IX)
- $1,507,603
- Management and general expenses
- $680,786
- Fundraising expenses
- $157,468
- Program service expenses (Part III)
- $1,507,603
Program services were 64.3% 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.
-
1e · Government grants (contributions)
$1,155,861
-
1f · All other contributions, gifts and grants
$585,179
-
1g · Noncash contributions included above
$22,336
-
2a · Program service revenue: FEES & ADMISSIONS
total $76,365 · related or exempt $76,365
-
3 · Investment income
total $61,114 · excluded $61,114
-
6a · Gross rents
real property $190,205
-
6c · Rental income or loss
real property $190,205
-
6d · Net rental income or loss
total $190,205 · excluded $190,205
-
7a · Gross sales of assets other than inventory
securities $165,917
-
7b · Less cost or other basis and sales expenses
securities $30,817
-
7c · Gain or loss
securities $135,100
-
7d · Net gain or loss
total $135,100 · related or exempt $135,100
-
10a · Gross sales of inventory
$38,259
-
10b · Cost of goods sold
$16,744
-
10c · Net income from sales of inventory
total $21,515 · related or exempt $21,515
-
11a · Other revenue: MISCELLANEOUS
total $317 · related or exempt $317
-
11e · Other revenue, total
$317
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $169,842 · program services $76,428 · management and general $84,922 · fundraising $8,492
-
7 · Other salaries and wages
total $735,694 · program services $526,767 · management and general $156,401 · fundraising $52,526
-
8 · Pension plan contributions
total $187,251 · program services $134,591 · management and general $39,271 · fundraising $13,389
-
9 · Other employee benefits
total $84,245 · program services $56,921 · management and general $21,561 · fundraising $5,763
-
10 · Payroll taxes
total $66,831 · program services $45,123 · management and general $17,156 · fundraising $4,552
-
11b · Fees: legal
total $3,156 · management and general $3,156
-
11c · Fees: accounting
total $13,927 · management and general $13,927
-
11g · Fees: other
total $53,939 · program services $28,408 · management and general $20,460 · fundraising $5,071
-
12 · Advertising and promotion
total $10,447 · program services $1,774 · management and general $8,410 · fundraising $263
-
13 · Office expenses
total $77,538 · program services $28,145 · management and general $38,104 · fundraising $11,289
-
14 · Information technology
total $66,309 · program services $59,543 · management and general $6,766
-
16 · Occupancy
total $486,964 · program services $328,788 · management and general $125,008 · fundraising $33,168
-
17 · Travel
total $15,104 · program services $2,564 · management and general $12,159 · fundraising $381
-
19 · Conferences, conventions and meetings
total $8,976 · management and general $8,926 · fundraising $50
-
20 · Interest
total $40,545 · program services $27,375 · management and general $10,408 · fundraising $2,762
-
22 · Depreciation, depletion and amortization
total $268,374 · program services $181,200 · management and general $68,894 · fundraising $18,280
-
23 · Insurance
total $29,151 · program services $4,949 · management and general $23,467 · fundraising $735
-
24a · Other expenses: BAD DEBT EXPENSE
total $14,704 · management and general $14,704
-
24b · Other expenses: MISCELLANEOUS
total $12,860 · program services $5,027 · management and general $7,086 · fundraising $747
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $18,622 · end of year $95,805
-
2 · Savings and temporary cash investments
beginning of year $742,276 · end of year $821,446
-
3 · Pledges and grants receivable
beginning of year $79,848 · end of year $181,335
-
4 · Accounts receivable
beginning of year $125,301 · end of year $90,753
-
8 · Inventories for sale or use
beginning of year $5,866 · end of year $9,866
-
9 · Prepaid expenses and deferred charges
beginning of year $18,270 · end of year $113,780
-
10a · Land, buildings and equipment: cost or other basis
$9,543,953
-
10b · Land, buildings and equipment: accumulated depreciation
$3,659,103
-
10c · Land, buildings and equipment, net
beginning of year $6,135,913 · end of year $5,884,850
-
11 · Investments: publicly traded securities
beginning of year $2,308,567 · end of year $2,572,314
-
15 · Other assets
beginning of year $147,511 · end of year $934,388
-
17 · Accounts payable and accrued expenses
beginning of year $214,602 · end of year $142,376
-
19 · Deferred revenue
beginning of year $60,434 · end of year $443,843
-
21 · Escrow or custodial account liability
end of year $85,500
-
23 · Secured mortgages and notes payable
beginning of year $1,022,854 · end of year $977,594
-
25 · Other liabilities
end of year $813,228
-
27 · Net assets without donor restrictions
beginning of year $7,154,918 · end of year $7,004,403
-
28 · Net assets with donor restrictions
beginning of year $1,129,366 · end of year $1,237,593
Mission and programs · 2022
Mission
THE VERMONT HISTORICAL SOCIETY ENGAGES BOTH VERMONTERS AND "VERMONTERS-AT- HEART" ON THE EXPLORATION OF OUR STATE'S RICH HERITAGE. OUR PURPOSE IS TO REACH A BROAD AUDIENCE THROUGH OUR OUTSTANDING COLLECTIONS, STATEWIDE OUTREACH, AND DYNAMIC PROGRAMMING. WE BELIEVE THAT AN UNDERSTANDING OF THE PAST CHANGES LIVES AND BUILDS BETTER COMMUNITIES.
Activities or mission (Part I)
THE VERMONT HISTORICAL SOCIETY ENGAGES BOTH VERMONTERS AND "VERMONTERS-AT- HEART" ON THE EXPLORATION OF OUR STATE'S RICH HERITAGE.
-
THE SOCIETY'S PROGRAMS PROVIDE MATERIALS TO VERMONT SCHOOLS FOR TEACHING STUDENTS VERMONT HISTORY. MATERIALS INCLUDE ARTIFACT KITS, CURRICULUM GUIDES, A TIME LINE, AND A LENDING LIBRARY OF BOOKS RELATED TO VERMONT HISTORY. TOURS OF THE HISTORY MUSEUM ARE CONDUCTED FOR STUDENTS VISITING THE MUSEUM. SEVERAL PUBLIC PROGRAMS AND SEMINARS ARE CONDUCTED EACH YEAR TO EDUCATE THE PUBLIC ABOUT VERMONT'S PAST, ITS PEOPLE, AND THE PRESERVATION OF HISTORY. THE SOCIETY PUBLISHES AND SELLS A SCHOLARLY JOURNAL AND PERIODIC BOOKS ON ASPECTS OF VERMONT HISTORY.
Expenses $614,535 · Revenue $76,365
-
THE LIBRARY COLLECTS VERMONT BOOKS, MAGAZINES, MANUSCRIPTS, MAPS, BROADSIDES, PHOTOGRAPHS, AND EPHEMERA. IT ALSO CONTAINS A GENEALOGICAL COLLECTION RELATED TO VERMONT AND NEW ENGLAND FAMILIES AS WELL AS LOCAL HISTORY FOR OTHER NEW ENGLAND STATES, NEW YORK, AND LOWER CANADA. THE LIBRARY COLLECTIONS ARE PRESERVED FOR FUTURE GENERATIONS AND ARE MADE AVAILABLE TO THE PUBLIC FOR RESEARCH. THE LIBRARY PERSONNEL PROVIDE RESEARCH ASSISTANCE AND ADVISE THE PUBLIC ON CARING FOR COLLECTIONS AND PRESERVING THE STATE'S HISTORY. THE STAFF ALSO SPEAK TO LOCAL, PROFESSIONAL AND SPECIAL INTEREST GROUPS ON GENEALOGICAL, BIBLIOGRAPHICAL, AND HISTORICAL TOPICS.
Expenses $503,985
-
THE MUSEUM COLLECTS ITEMS MADE IN VERMONT OR BY VERMONTERS OR THOSE WITH A LONG HISTORY OF USE BY PEOPLE LIVING HERE. THE SOCIETY PRESERVES THESE COLLECTIONS FOR FUTURE GENERATIONS. THE INFORMATION CONTAINED IN THE COLLECTIONS IS DISSEMINATED THROUGH LONG-TERM AND TEMPORARY EXHIBITS TO EDUCATE VERMONTERS AND VISITORS ABOUT THE HISTORY OF THE STATE OF VERMONT. THE MUSEUM COLLECTIONS ARE ALSO MADE AVAILABLE FOR RESEARCH. MUSEUM PERSONNEL PROVIDE TECHNICAL ASSISTANCE TO OTHER ORGANIZATIONS AND INDIVIDUALS REGARDING THE CARE OF COLLECTIONS, EXHIBIT INSTALLATION AND IDENTIFICATION OF OBJECTS. MUSEUM PERSONNEL ALSO SPEAK TO LOCAL GROUPS ON VERMONT HISTORY.
Expenses $353,542
-
VERMONT HISTORY BOOKSTORE: IN THE VERMONT HISTORY BOOKSTORE, THE SOCIETY SELLS BOOKS ABOUT VERMONT, VERMONT HISTORY AND THE PEOPLE, TOWNS AND COMMUNITIES OF VERMONT. THE PURPOSE OF THE BOOKSTORE IS TO EDUCATE PEOPLE AROUND THE WORLD ON THE STATE OF VERMONT AND ITS HISTORY. PUBLICATIONS: THE SOCIETY PRODUCES VARIOUS PUBLICATIONS ON VERMONT'S HISTORY FOR DISTRIBUTION TO THE GENERAL PUBLIC AND ITS MEMBERSHIP.
Expenses $35,541
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Stephen PerkinsSTEPHEN PERKINS
EXEC. DIR/SE
- Total calculated
- $157,387
- From this org
- $125,398
- From related orgs
- $0
- Other
- $31,989
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $122,398
- Bonus
- $3,000
- Other
- not reported
- Deferred
- $31,989
- Nontaxable benefits
- not reported
- Filer's total
- $157,387
-
Barbara MiederBARBARA MIEDER
PAST PRESIDE
- Total calculated
- $0
- Hours/week
- 1
-
S Crocker Bennett IIS CROCKER BENNETT II
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Donald MillerDONALD MILLER
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 1
-
Jan AlbersJAN ALBERS
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 1
-
Dawn SchneidermanDAWN SCHNEIDERMAN
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Janet AncelJANET ANCEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
David AustinDAVID AUSTIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Gary FarrellGARY FARRELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
James C GallagherJAMES C GALLAGHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Penrose JacksonPENROSE JACKSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Stephen KidderSTEPHEN KIDDER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Carl LismanCARL LISMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michael McRaithMICHAEL MCRAITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Roger StoneROGER STONE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mollie S BurkeMOLLIE S BURKE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Peter GilbertPETER GILBERT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Peter GriffinPETER GRIFFIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Melody Walker BrookMELODY WALKER BROOK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Victor HenningsenVICTOR HENNINGSEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Brian LindnerBRIAN LINDNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kate O'ConnorKATE O'CONNOR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sarah L DoppSARAH L DOPP
HONORARY TRU
- Total calculated
- $0
- Hours/week
- 1
-
Catherine DelneoCATHERINE DELNEO
EX OFFICIO T
- Total calculated
- $0
- Hours/week
- 1
-
Sarah Copeland-HanzasSARAH COPELAND-HANZAS
EX OFFICIO T
- Total calculated
- $0
- Hours/week
- 1
-
Gary Shattuck Left October 2022GARY SHATTUCK LEFT OCTOBER 2022
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
William Wilson Left October 2022WILLIAM WILSON LEFT OCTOBER 2022
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
James C Condos Left January 2023JAMES C CONDOS LEFT JANUARY 2023
EX OFFICIO T
- Total calculated
- $0
- Hours/week
- 1
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 · Written employment contract
- 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
- 2022
- Filed
- 20 December 2023
- IRS schema version
- 2022v5.0
- Source object
- 202303549349301465
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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