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Nonprofiteer
← OLD DARTMOUTH HISTORICAL SOCIETY

Form 990 for tax year 2023

Filed by OLD DARTMOUTH HISTORICAL SOCIETY.

Totals

Total revenue
$7,664,413
Total expenses
$6,409,797
Contributions and grants received
$5,908,387
Grants paid
$0
Program service revenue
$1,200,014
Investment income
$542,996
Other revenue
$13,016
Total assets, end of year
$38,197,196
Total liabilities, end of year
$1,198,335
Net assets or fund balances, end of year
$36,998,861
Program services expenses (Part IX)
$5,016,068
Management and general expenses
$948,549
Fundraising expenses
$445,180
Program service expenses (Part III)
$5,016,068

Program services were 78.3% 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.

  • 1b · Membership dues

    $196,690

  • 1e · Government grants (contributions)

    $940,340

  • 1f · All other contributions, gifts and grants

    $4,771,357

  • 1g · Noncash contributions included above

    $472,592

  • 2a · Program service revenue: Admissions

    total $777,279 · related or exempt $777,279

  • 2b · Program service revenue: Event Ticket Sales

    total $30,904 · related or exempt $30,904

  • 2c · Program service revenue: Gift of AccessionLoans

    total $7,904 · related or exempt $7,904

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

    total $94,140 · related or exempt $94,140

  • 2e · Program service revenue: Programming

    total $289,787 · related or exempt $289,787

  • 3 · Investment income

    total $397,148 · excluded $397,148

  • 6a · Gross rents

    real property $222,697

  • 6b · Less rental expenses

    real property $233,592

  • 6c · Rental income or loss

    real property -$10,895

  • 6d · Net rental income or loss

    total -$10,895 · unrelated business -$10,895

  • 7a · Gross sales of assets other than inventory

    securities $1,948,022

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

    securities $1,802,174

  • 7c · Gain or loss

    securities $145,848

  • 7d · Net gain or loss

    total $145,848 · excluded $145,848

  • 10a · Gross sales of inventory

    $361,197

  • 10b · Cost of goods sold

    $341,279

  • 10c · Net income from sales of inventory

    total $19,918 · related or exempt $20,398 · unrelated business -$480

  • 11a · Other revenue: Miscellaneous

    total $3,993 · related or exempt $3,993

  • 11e · Other revenue, total

    $3,993

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $755,964 · program services $313,513 · management and general $231,005 · fundraising $211,446

  • 7 · Other salaries and wages

    total $1,492,504 · program services $1,231,252 · management and general $189,772 · fundraising $71,480

  • 8 · Pension plan contributions

    total $61,175 · program services $41,847 · management and general $12,054 · fundraising $7,274

  • 9 · Other employee benefits

    total $226,222 · program services $175,426 · management and general $36,236 · fundraising $14,560

  • 10 · Payroll taxes

    total $202,144 · program services $139,189 · management and general $42,166 · fundraising $20,789

  • 11a · Fees: management

    total $180,965 · program services $48,840 · management and general $130,000 · fundraising $2,125

  • 11b · Fees: legal

    total $1,625 · management and general $1,625

  • 11c · Fees: accounting

    total $36,073 · management and general $36,073

  • 11g · Fees: other

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

  • 12 · Advertising and promotion

    total $170,640 · program services $143,161 · management and general $15,854 · fundraising $11,625

  • 13 · Office expenses

    total $39,203 · program services $16,529 · management and general $18,643 · fundraising $4,031

  • 14 · Information technology

    total $139,789 · program services $132,479 · management and general $7,310

  • 16 · Occupancy

    total $752,598 · program services $637,519 · management and general $82,869 · fundraising $32,210

  • 17 · Travel

    total $5,832 · program services $3,295 · fundraising $2,537

  • 19 · Conferences, conventions and meetings

    total $71,574 · program services $51,723 · management and general $17,328 · fundraising $2,523

  • 20 · Interest

    total $3,741 · program services $2,881 · management and general $860

  • 22 · Depreciation, depletion and amortization

    total $1,045,982 · program services $1,005,982 · management and general $36,000 · fundraising $4,000

  • 23 · Insurance

    total $120,820 · program services $106,282 · management and general $9,224 · fundraising $5,314

  • 24a · Other expenses: Exhibition Costs

    total $287,912 · program services $287,912

  • 24b · Other expenses: Collection Acquisitions

    total $84,408 · program services $84,408

  • 24c · Other expenses: Conservation

    total $90,438 · program services $90,438

  • 24d · Other expenses: Student TransProgram Travel

    total $140,261 · program services $140,261

  • 24e · All other expenses

    total $492,127 · program services $363,131 · management and general $73,730 · fundraising $55,266

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 $1,188,855 · end of year $935,573

  • 3 · Pledges and grants receivable

    beginning of year $2,249,968 · end of year $2,189,930

  • 4 · Accounts receivable

    beginning of year $150,705 · end of year $1,292,921

  • 8 · Inventories for sale or use

    beginning of year $95,977 · end of year $138,263

  • 9 · Prepaid expenses and deferred charges

    beginning of year $76,595 · end of year $170,058

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

    $32,730,565

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

    $18,687,045

  • 10c · Land, buildings and equipment, net

    beginning of year $14,323,318 · end of year $14,043,520

  • 11 · Investments: publicly traded securities

    beginning of year $16,354,325 · end of year $18,577,693

  • 15 · Other assets

    beginning of year $770,676 · end of year $847,620

  • 17 · Accounts payable and accrued expenses

    beginning of year $278,204 · end of year $226,589

  • 19 · Deferred revenue

    beginning of year $716,456 · end of year $682,602

  • 23 · Secured mortgages and notes payable

    beginning of year $159,737 · end of year $155,786

  • 25 · Other liabilities

    beginning of year $129,589 · end of year $133,358

  • 27 · Net assets without donor restrictions

    beginning of year $26,426,597 · end of year $28,142,269

  • 28 · Net assets with donor restrictions

    beginning of year $7,501,454 · end of year $8,856,592

Mission and programs · 2023

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 $2,529,461

  • 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 $1,870,694

  • 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 $615,913

As filed on the 2023 return.

Listed in Part VII

  • Amanda McMullen

    President & Chief Executive O

    Total calculated
    $309,516
    From this org
    $300,501
    From related orgs
    $0
    Other
    $9,015
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $250,501
    Bonus
    $50,000
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $9,015
    Filer's total
    $309,516

  • Michelle Taylor

    Chief Administrative Officer

    Total calculated
    $184,883
    From this org
    $165,712
    From related orgs
    $0
    Other
    $19,171
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,712
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $19,171
    Filer's total
    $184,883

  • Naomi Slipp PhD

    Crocker Endowed Chair-Chief C

    Total calculated
    $177,825
    From this org
    $153,431
    From related orgs
    $0
    Other
    $24,394
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,326
    Bonus
    $21,105
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $24,394
    Filer's total
    $177,825

  • Emily Mead

    Director of Philanthropy

    Total calculated
    $147,347
    From this org
    $136,321
    From related orgs
    $0
    Other
    $11,026
    Hours/week
    40

  • Maria Rosario

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Brian Rothschild PhD

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Nancy Shanik

    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

  • Michael Moore

    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

  • David Wright

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Carol Taylor PhD

    Ex Officio MAC Chair

    Total calculated
    $0
    Hours/week
    3

  • R Davis Webb

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Alison Wells

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Gilbert Perry

    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

  • David Gomes

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Eugene Monteiro

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Christina Bascom

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Ralph Martin II Esq

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Hon D Lloyd Macdonald

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • James Hughes

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Edward Howland II

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Betsy Fallon

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Hardwick Simmons

    Treasurer

    Total calculated
    $0
    Hours/week
    3

  • Anthony Sapienza

    Chair

    Total calculated
    $0
    Hours/week
    4

  • Bernadette Souza

    Second Vice Chair

    Total calculated
    $0
    Hours/week
    3

  • Ricardo Bermudez

    Assistant Treasurer

    Total calculated
    $0
    Hours/week
    3

  • John Garfield Jr

    Assistant Clerk

    Total calculated
    $0
    Hours/week
    3

  • Douglas Crocker II

    First Vice Chair

    Total calculated
    $0
    Hours/week
    3

  • Paulina Rocha Arruda

    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
2023
Filed
4 October 2024
IRS schema version
2023v5.1
Source object
202422809349300907

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