Totals
- Total revenue
- $982,936
- Total expenses
- $1,996,995
- Contributions and grants received
- $439,565
- Grants paid
- $0
- Program service revenue
- $41,713
- Investment income
- $451,933
- Other revenue
- $49,725
- Total assets, end of year
- $18,813,404
- Total liabilities, end of year
- $164,194
- Net assets or fund balances, end of year
- $18,649,210
- Program services expenses (Part IX)
- $796,833
- Management and general expenses
- $882,211
- Fundraising expenses
- $317,951
- Program service expenses (Part III)
- $796,833
Program services were 39.9% 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
$26,361
-
1f · All other contributions, gifts and grants
$413,204
-
2a · Program service revenue: AUXILARY ACTIVITIES
total $41,713 · related or exempt $41,713
-
3 · Investment income
total $340,906 · excluded $340,906
-
6a · Gross rents
real property $6,689
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $6,689
-
6d · Net rental income or loss
total $6,689 · excluded $6,689
-
7a · Gross sales of assets other than inventory
securities $2,923,702
-
7b · Less cost or other basis and sales expenses
securities $2,812,675
-
7c · Gain or loss
securities $111,027
-
7d · Net gain or loss
total $111,027 · excluded $111,027
-
8a · Fundraising events: gross income
$74,703
-
8b · Fundraising events: direct expenses
$46,729
-
8c · Net income from fundraising events
total $27,974 · excluded $27,974
-
10a · Gross sales of inventory
$22,951
-
10b · Cost of goods sold
$8,397
-
10c · Net income from sales of inventory
total $14,554 · excluded $14,554
-
11a · Other revenue: MISCELLANEOUS
total $508 · excluded $508
-
11e · Other revenue, total
$508
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $807,422 · program services $212,607 · management and general $354,706 · fundraising $240,109
-
9 · Other employee benefits
total $52,309 · program services $13,774 · management and general $22,979 · fundraising $15,556
-
10 · Payroll taxes
total $62,739 · program services $16,520 · management and general $27,562 · fundraising $18,657
-
11c · Fees: accounting
total $52,442 · management and general $52,442
-
11f · Fees: investment management
total $171,646 · management and general $171,646
-
11g · Fees: other
total $53,886 · management and general $48,886 · fundraising $5,000
-
14 · Information technology
total $14,177 · management and general $14,177
-
16 · Occupancy
total $124,071 · program services $86,850 · management and general $37,221
-
17 · Travel
total $196 · fundraising $196
-
22 · Depreciation, depletion and amortization
total $223,681 · program services $167,761 · management and general $55,920
-
23 · Insurance
total $43,946 · program services $32,959 · management and general $10,987
-
24a · Other expenses: PROGRAM CONSUMABLES
total $113,888 · program services $113,888
-
24b · Other expenses: REPAIRS AND MAINTENANCE
total $104,687 · program services $70,140 · management and general $34,547
-
24c · Other expenses: OTHER
total $48,946 · management and general $11,397 · fundraising $37,549
-
24d · Other expenses: EXHIBIT EXPENSE
total $46,477 · program services $46,477
-
24e · All other expenses
total $76,482 · program services $35,857 · management and general $39,741 · fundraising $884
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $256,488 · end of year $104,424
-
2 · Savings and temporary cash investments
beginning of year $1,049,447 · end of year $607,712
-
3 · Pledges and grants receivable
beginning of year $28,581 · end of year $23,401
-
4 · Accounts receivable
end of year $76,895
-
9 · Prepaid expenses and deferred charges
beginning of year $11,935 · end of year $6,712
-
10a · Land, buildings and equipment: cost or other basis
$8,644,291
-
10b · Land, buildings and equipment: accumulated depreciation
$6,052,899
-
10c · Land, buildings and equipment, net
beginning of year $2,337,141 · end of year $2,591,392
-
11 · Investments: publicly traded securities
beginning of year $6,323,407 · end of year $6,336,161
-
12 · Investments: other securities
beginning of year $8,260,014 · end of year $9,066,707
-
17 · Accounts payable and accrued expenses
beginning of year $115,071 · end of year $164,194
-
27 · Net assets without donor restrictions
beginning of year $3,941,218 · end of year $3,901,181
-
28 · Net assets with donor restrictions
beginning of year $14,210,724 · end of year $14,748,029
Mission and programs · 2023
Mission
WORCESTER HISTORICAL MUSEUM IS A UNIQUE ORGANIZATION DEDICATED TO COLLECTING, PRESERVING, AND INTERPRETING WORCESTER'S HISTORY IN ALL TIME PERIODS AND SUBJECT AREAS.
Activities or mission (Part I)
TO ENHANCE THE APPRECIATION AND KNOWLEDGE OF THE GENERAL PUBLIC IN THE AREA OF LOCAL HISTORICAL WORKS OF ART.
-
EXHIBITS - THE MUSEUM PRESENTED A FULL CALENDAR OF LARGE AND SMALL EXHIBITIONS INCLUDING: DENHOLMS THE NAME WAS MAGIC, WINTER WEAR AT SALISBURY MANSION, WORCESTER TORNADO - 70TH ANNIVERSARY AND MAJOR PLANNING AND DESIGN ON THE RE-INSTALLATION/RE-INTERPRETATION OF THE FULLER GALLERY OF INDUSTRIAL HISTORY, OPENING PLANNED FOR 150TH ANNIVERSARY IN JANUARY 2025EACH EXHIBIT WAS ACCOMPANIED BY VARIOUS PROGRAMS-DEMONSTRATIONS, DISCUSSIONS, LECTURES, ETC. IN ADDITION, INTENSIVE PREPARATION (RESEARCH, DESIGN, ETC.) WAS UNDERTAKEN FOR THE MAY 2024 EXHIBIT "SOMOS WORCESTER," THE HISTORY OF WORCESTER'S LATINO COMMUNITY. ON-LINE EXHIBITS IN WORCESTER'S COVID-19 CHRONICLES AND "FOR THE RECORD, THE LGBTQ+ HISTORY OF WORCESTER.THE MUSEUM WAS PRESENTED WITH A 2023 AWARD OF EXCELLENCE FROM THE AMERICAN ASSOCIATION FOR STATE AND LOCAL HISTORY FOR THE EXHIBIT "PRETTY POWERFUL: 100 YEARS OF VOTING & STYLE"
Expenses $242,304 · Revenue $15,271
-
COLLECTIONS - THE MUSEUM'S COLLECTION OF MORE THAN 30,000 PHYSICAL OBJECTS EXPANDED DURING THE YEAR TO INCLUDE: PRIDE BANNERS FROM THE 2012 AND 2018 MARCHES, 2024 NORTH HIGH SCHOOL BASKETBALL UNIFORM AND SIGNED BASKETBALL,ROYAL WORCESTER BELT CEMENT, WHITTALL-ANGLO PERSIAN WILTON RUG, AND MISCELLANEOUS ARTIFACTS/PRODUCTS FROM LOCAL COMPANIES SUCH AS COGHLIN, FLEXCON, AND SAINT-GOBAIN FOR INCLUSION IN THE RE-INSTALLED FULLER GALLERY PLANNED FOR JANUARY 2025
Expenses $127,915 · Revenue $12,900
-
LIBRARY - THE MUSEUM'S LIBRARY AND ARCHIVE CONTINUED TO GROW IN CONTENT AND EXPAND RELATIVE TO ACCESS, ALL WHILE ADDRESSING AN EVER-INCREASING ALMOST DAILY REQUESTS FOR STUDENT PROJECT ASSISTANCE, INQUIRES FROM SCHOLARLY RESEARCHERS, AND PHOTOGRAPH AND OTHER ILLUSTRATION SUPPORT FOR LOCAL GOVERNMENTAL PROJECTS, COMMERCIAL ENTERPRISES (RESTAURANT WALLS AND CORPORATE OFFICE, AS EXAMPLES). SIXTY-THREE LIBRARY VOLUNTEERS OFFERED 2,585 HOURS OF WORK, 287 EMAIL REQUESTS WERE RECEIVED, 189 IN-PERSON RESEARCH VISITORS CAM TO THE LIBRARY AND AN ADDITIONAL 137 INQUIRIES WERE RECEIVED VIA TELEPHONE. NEW COLLECTIONS INCLUDE 5000 TELEGRAM & GAZETTE MICROLFILM REELS, MARTHA ESTY MICHIE LETTERS, EDDIE MEKKA MEMORABILIA, AND VARIOUS ADVERTISEMENTS AND OTHER PUBLICATIONS FROM LOCAL BUSINESSES/INDUSTRIES TO ENHANCE INTERPRETATION/DOCUMENTATION FOR THE UPCOMING MAJOR RE-INTERPRETATION OF THE FULLER GALLERY OF INDUSTRIAL HISTORY.
Expenses $170,298 · Revenue $70,812
-
ON-SITE VISITORS TOTALED 8,860 WITH AN ADDITIONAL 1,813 FROM IN-COMMUNITY PROJECTS/PRESENTATIONS. SOCIAL MEDIA AND DIGITAL IMPACTS: 11,073 UNIQUE FACEBOOK FOLLOWERS, 5057 INSTAGRAM FOLLOWERS, 113,393 WEBSITE PAGES VIEWS, AND 88,793 UNIQUE WEBSITE VISITORS. EVERY PUBLIC SCHOOL 5TH GRADER VISITED DURING THE YEAR TO PARTICIPATE IN A TWO-HOUR CULTURE LEAP-FUNDED PROJECT, AS WELL AS VISITS TO EXHIBITS AND THE LIBRARY FROM OTHER PUBLIC SCHOOL AND LOCAL COLLEGE GROUPS.
Expenses $256,316 · Revenue $66,214
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Diane GiampaDIANE GIAMPA
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Michael BafaroMICHAEL BAFARO
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Robert Blute IIIROBERT BLUTE III
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Gail C FerreiraGAIL C FERREIRA
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Thomas L FitzpatrickTHOMAS L FITZPATRICK
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Edgar LunaEDGAR LUNA
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Robert E Paulsen JrROBERT E PAULSEN JR
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Patricia PeterleitnerPATRICIA PETERLEITNER
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
David NicholsonDAVID NICHOLSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Wendy AmdrewsWENDY AMDREWS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Christina AndrianopoulosCHRISTINA ANDRIANOPOULOS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Mark BorensteinMARK BORENSTEIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Susan ButlerSUSAN BUTLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Maritza CruzMARITZA CRUZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Caroline FoleyCAROLINE FOLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Virginia GlazierVIRGINIA GLAZIER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Neil IsaksonNEIL ISAKSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Patrick LowePATRICK LOWE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Mark L SheltonMARK L SHELTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Amy Skrzek StillmanAMY SKRZEK STILLMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Josephine Rl TruesdellJOSEPHINE RL TRUESDELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Jessica WalshJESSICA WALSH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Ursula ArelloURSULA ARELLO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Barbara GuertinBARBARA GUERTIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
David RushfordDAVID RUSHFORD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Aaron StephensonAARON STEPHENSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Abigail Orleans ThompsonABIGAIL ORLEANS THOMPSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Jetari VealJETARI VEAL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
William WallaceWILLIAM WALLACE
EXECUTIVE DIRECTOR
- Total calculated
- $156,231
- From this org
- $156,231
- From related orgs
- $0
- Other
- $0
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $156,231
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $156,231
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
None.
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
- 2023
- Filed
- 29 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202531219349300548
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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