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Nonprofiteer
← WORCESTER HISTORICAL MUSEUM

Form 990 for tax year 2022

Filed by WORCESTER HISTORICAL MUSEUM.

Totals

Total revenue
$2,022,289
Total expenses
$2,033,643
Contributions and grants received
$2,039,804
Grants paid
$0
Program service revenue
$44,701
Investment income
-$74,686
Other revenue
$12,470
Total assets, end of year
$18,267,013
Total liabilities, end of year
$115,071
Net assets or fund balances, end of year
$18,151,942
Program services expenses (Part IX)
$848,843
Management and general expenses
$1,003,566
Fundraising expenses
$181,234
Program service expenses (Part III)
$848,843

Program services were 41.7% 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

    $20,261

  • 1f · All other contributions, gifts and grants

    $2,019,543

  • 2a · Program service revenue: AUXILARY ACTIVITIES

    total $44,701 · related or exempt $44,701

  • 3 · Investment income

    total $291,577 · excluded $291,577

  • 6a · Gross rents

    real property $3,417

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $3,417

  • 6d · Net rental income or loss

    total $3,417 · excluded $3,417

  • 7a · Gross sales of assets other than inventory

    securities $3,014,174 · other assets $549,000

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

    securities $3,314,558 · other assets $614,879

  • 7c · Gain or loss

    securities -$300,384 · other assets -$65,879

  • 7d · Net gain or loss

    total -$366,263 · excluded -$366,263

  • 8a · Fundraising events: gross income

    $3,500

  • 8b · Fundraising events: direct expenses

    $3,500

  • 8c · Net income from fundraising events

    total $0

  • 10a · Gross sales of inventory

    $13,880

  • 10b · Cost of goods sold

    $5,318

  • 10c · Net income from sales of inventory

    total $8,562 · excluded $8,562

  • 11a · Other revenue: MISCELLANEOUS

    total $491 · excluded $491

  • 11e · Other revenue, total

    $491

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $140,377 · management and general $140,377

  • 7 · Other salaries and wages

    total $561,125 · program services $206,818 · management and general $226,896 · fundraising $127,411

  • 9 · Other employee benefits

    total $49,012 · program services $14,449 · management and general $25,661 · fundraising $8,902

  • 10 · Payroll taxes

    total $53,885 · program services $15,887 · management and general $28,211 · fundraising $9,787

  • 11b · Fees: legal

    total $12,845 · management and general $12,845

  • 11c · Fees: accounting

    total $58,000 · management and general $58,000

  • 11f · Fees: investment management

    total $160,450 · management and general $160,450

  • 11g · Fees: other

    total $218,592 · program services $89,725 · management and general $128,867

  • 14 · Information technology

    total $11,396 · management and general $11,396

  • 16 · Occupancy

    total $126,224 · program services $88,357 · management and general $37,867

  • 17 · Travel

    total $1,218 · fundraising $1,218

  • 22 · Depreciation, depletion and amortization

    total $224,572 · program services $168,429 · management and general $56,143

  • 23 · Insurance

    total $34,065 · program services $25,549 · management and general $8,516

  • 24a · Other expenses: REPAIRS AND MAINTENANCE

    total $122,615 · program services $82,353 · management and general $40,262

  • 24b · Other expenses: PROGRAM CONSUMABLES

    total $113,819 · program services $113,819

  • 24c · Other expenses: OTHER

    total $43,326 · management and general $20,805 · fundraising $22,521

  • 24d · Other expenses: SUPPLIES

    total $40,771 · program services $13,454 · management and general $27,317

  • 24e · All other expenses

    total $61,351 · program services $30,003 · management and general $19,953 · fundraising $11,395

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $17,602 · end of year $256,488

  • 2 · Savings and temporary cash investments

    beginning of year $55,607 · end of year $1,049,447

  • 3 · Pledges and grants receivable

    beginning of year $159,921 · end of year $28,581

  • 4 · Accounts receivable

    beginning of year $500

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,993 · end of year $11,935

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

    $8,166,359

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

    $5,829,218

  • 10c · Land, buildings and equipment, net

    beginning of year $3,084,961 · end of year $2,337,141

  • 11 · Investments: publicly traded securities

    beginning of year $5,697,214 · end of year $6,323,407

  • 12 · Investments: other securities

    beginning of year $8,357,736 · end of year $8,260,014

  • 17 · Accounts payable and accrued expenses

    beginning of year $392,203 · end of year $115,071

  • 24 · Unsecured notes and loans payable

    beginning of year $240,000 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $3,452,913 · end of year $3,941,218

  • 28 · Net assets with donor restrictions

    beginning of year $13,298,418 · end of year $14,210,724

Mission and programs · 2022

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: "WE ALL GOT HISTORY," FOR WORCESTER 300 "REPRESENTING WORCESTER: HARRIETTTE L. CHANDLER" WORCESTER TORNADO - 70TH ANNIVERSARY JOHN HANCOCK'S TRUNK PAINT & PENCIL: 170 YEARS OF C.C. LOWELL EACH 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 $284,915 · Revenue $44,701

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $153,932

  • 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 2,586 HOURS OF WORK, 276 EMAIL REQUESTS WERE RECEIVED, 240 IN-PERSON RESEARCH VISITORS CAME TO THE LIBRARY AND AN ADDITIONAL 218 INQUIRIES WERE RECEIVED VIA TELEPHONE. INCOMING COLLECTIONS VARIED FROM SINGLE PHOTOGRAPHS, TO COLLECTIONS OF WOMEN'S HISTORY BOOKS, TO BOXES OF MANUSCRIPTS AND PRINTED WORKS FROM THE EARLIEST YEARS OF WORCESTER'S POLISH COMMUNITY-JUST ONE EXAMPLE.

    Expenses $140,514

  • 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 $269,482

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • DIANE GIAMPA

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL BAFARO

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • ROBERT BLUTE III

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • GAIL C FERREIRA

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • THOMAS L FITZPATRICK

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • EDGAR LUNA

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • ROBERT E PAULSEN JR

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • PATRICIA PETERLEITNER

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • DAVID NICHOLSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CHE ANDERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • EDWARD M AUGUSTUS JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MARK BORENSTEIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SUSAN BUTLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MARITZA CRUZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CAROLINE FOLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • VIRGINIA GLAZIER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • NEIL ISAKSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PATRICK LOWE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MARK L SHELTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • AMY SKRZEK STILLMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOSEPHINE RL TRUESDELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JESSICA WALSH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ELIZABETH WAMBUI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • WILLIAM WALLACE

    EXECUTIVE DIRECTOR

    Total calculated
    $140,377
    From this org
    $140,377
    From related orgs
    $0
    Other
    $0
    Hours/week
    50

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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
24 April 2024
IRS schema version
2022v5.0
Source object
202421239349301212

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

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