Skip to main content

Nonprofit · EIN 03-0179602

VERMONT HISTORICAL SOCIETY

Tax-exempt · BARRE, VT 05641

Financials

$2.7M$2.4M2023$2.5M$2.8M2024
Revenue Expenses · by fiscal year end
Financials of VERMONT HISTORICAL SOCIETY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$2,452,069$2,755,965-$303,896$9,748,275$1,233,013$8,515,262
June 30, 2024990$2,711,637$2,425,129$286,508$9,991,167$1,281,242$8,709,925
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,946,153
of which government grants
$1,427,274
Program service revenue
$73,899
Investment income
$214,976
Net rental income
$183,850
Net gain from sales of assets
$110,609
Net income from sales of inventory
$21,277
Other revenue
$217,041

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$175,480
Other salaries and wages
$800,989
Salaries, compensation and benefits (total)
$1,404,655
Professional fundraising fees
$0
Legal fees
$1,045
Accounting fees
$22,700
Occupancy
$602,911
Travel
$10,386
Depreciation
$288,688
Program services (functional)
$1,683,400
Management and general (functional)
$769,756
Fundraising (functional)
$302,809

Balance sheet and other

Total assets, start of year
$9,991,167
Total assets, end of year
$9,748,275
Total liabilities, end of year
$1,233,013
Net assets, end of year
$8,515,262
Land, buildings and equipment
$5,814,798
Publicly traded securities
$2,923,903
Net assets without donor restrictions
$7,187,187
Net assets with donor restrictions
$1,328,075
Gross receipts
$2,531,066
Employees
20
Volunteers
146
Year formed
1838
State of legal domicile
VT

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
STEPHEN PERKINSEXEC. DIR/SE
Officer
40$135,997$36,311
JAN ALBERSPRESIDENT
Trustee or director, Officer
1$0$0
DAWN SCHNEIDERMANVICE PRES./T
Trustee or director, Officer
1$0$0
PETER GRIFFINVICE PRESIDE
Trustee or director, Officer
1$0$0
JANET ANCELTRUSTEE
Trustee or director
1$0$0
DAVID AUSTINTRUSTEE
Trustee or director
1$0$0
ALLISON BELISLETRUSTEE
Trustee or director
1$0$0
RANDOLPH D BROCKTRUSTEE
Trustee or director
1$0$0
DONALD MILLERTRUSTEE
Trustee or director
1$0$0
PENROSE JACKSONTRUSTEE
Trustee or director
1$0$0
STEPHEN KIDDERTRUSTEE
Trustee or director
1$0$0
CARL LISMANTRUSTEE
Trustee or director
1$0$0
MICHAEL MCRAITHTRUSTEE
Trustee or director
1$0$0
MOLLY BURKETRUSTEE
Trustee or director
1$0$0
PETER GILBERTTRUSTEE
Trustee or director
1$0$0
13 more people on this return
NameTitleHours / weekCompensation
MELODY BROOK MACKINTRUSTEE
Trustee or director
1$0
VICTOR HENNINGSENTRUSTEE
Trustee or director
1$0
BRIAN LINDNERTRUSTEE
Trustee or director
1$0
KATHLEEN O'CONNORTRUSTEE
Trustee or director
1$0
KATE LALLEYTRUSTEE
Trustee or director
1$0
CARA ZIMMERMANTRUSTEE
Trustee or director
1$0
MELINDA MOULTONTRUSTEE
Trustee or director
1$0
DICK MCCORMACKTRUSTEE
Trustee or director
1$0
ANTHONY MARROTRUSTEE
Trustee or director
1$0
BARBARA MIEDERHONORARY TRU
Trustee or director
1$0
CATHERINE DELNEOEX OFFICIO T
Trustee or director
1$0
SARAH COPELAND-HANZASEX OFFICIO T
Trustee or director
1$0
ROGER STONE UNTIL AUG 2024TRUSTEE
Trustee or director
1$0
990 for the year ended June 30, 2024: 30 people
NameTitleHours / weekCompensationOther / benefits
STEPHEN PERKINSEXEC. DIR/SE
Officer
40$130,900$34,818
JAN ALBERSPRESIDENT
Trustee or director, Officer
1$0$0
BARBARA MIEDERPAST PRESIDE
Trustee or director, Officer
1$0$0
S CROCKER BENNETT IIPAST PRESIDE
Trustee or director, Officer
1$0$0
DAWN SCHNEIDERMANVICE PRES./T
Trustee or director, Officer
1$0$0
PETER GRIFFINVICE PRESIDE
Trustee or director, Officer
1$0$0
DONALD MILLERTRUSTEE
Trustee or director
1$0$0
JANET ANCELTRUSTEE
Trustee or director
1$0$0
DAVID AUSTINTRUSTEE
Trustee or director
1$0$0
PENROSE JACKSONTRUSTEE
Trustee or director
1$0$0
STEPHEN KIDDERTRUSTEE
Trustee or director
1$0$0
CARL LISMANTRUSTEE
Trustee or director
1$0$0
MICHAEL MCRAITHTRUSTEE
Trustee or director
1$0$0
ROGER STONETRUSTEE
Trustee or director
1$0$0
MOLLIE S BURKETRUSTEE
Trustee or director
1$0$0
PETER GILBERTTRUSTEE
Trustee or director
1$0$0
MELODY BROOK MACKINTRUSTEE
Trustee or director
1$0$0
VICTOR HENNINGSENTRUSTEE
Trustee or director
1$0$0
BRIAN LINDNERTRUSTEE
Trustee or director
1$0$0
KATHLEEN O'CONNORTRUSTEE
Trustee or director
1$0$0
ALLISON BELISLETRUSTEE
Trustee or director
1$0$0
RANDOLPH D BROCKTRUSTEE
Trustee or director
1$0$0
KATE LALLEYTRUSTEE
Trustee or director
1$0$0
ANTHONY MARROTRUSTEE
Trustee or director
1$0$0
WRIGHT PRESTONTRUSTEE
Trustee or director
1$0$0
SARAH L DOPPHONORARY TRU
Trustee or director
1$0$0
CATHERINE DELNEOEX OFFICIO T
Trustee or director
1$0$0
SARAH COPELAND-HANZASEX OFFICIO T
Trustee or director
1$0$0
JAMES C GALLAGHER LEFT AUG 2023TRUSTEE
Trustee or director
1$0$0
GARY FARRELL LEFT AUGUST 2023TRUSTEE
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
60 WASHINGTON ST, BARRE, VT 05641-4209
Principal officer (990 for 2024)
STEPHEN PERKINS, 60 WASHINGTON STREET, BARRE, VT 05641
Signed the 990
STEPHEN PERKINS, EXEC. DIR/SECRETARY
Phone
(802) 479-8500
Return prepared by
JMM & ASSOCIATES PC

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.

990 for the year ended June 30, 2025

Program accomplishments

  • THE LIBRARY COLLECTS VERMONT BOOKS, MAGAZINES, MANUSCRIPTS, MAPS, BROADSIDES, PHOTOGRAPHS, AND EPHEMERA. IT ALSO CONTAINS A GENEALOGIAL COLLECTION RELATED TO VERMONT AND NEW ENGLAND STATES, NEW YORK, AND LOWER CANADA. THE LIBARY COLLECTIONS ARE PRESERVED FOR FUTRUE 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 ON GROUPS ON GENEALOGICAL, BIBLIOGRAPHICAL, AND HISTORICAL TOPICS.
    Expenses $733,674
  • 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 $591,720 · revenue $73,899
  • 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 $331,557
  • 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 $26,449

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
03-0179602
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1943
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$9,748,275
Income (IRS master file)
$2,531,066

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$2,452,069$2,755,965$9,748,275XML
990June 2024$2,711,637$2,425,129$9,991,167XML
990June 2023$2,225,656$2,345,857$10,704,537IRS
990June 2022$3,118,783$2,295,404$9,582,174IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-0179602).

Questions about VERMONT HISTORICAL SOCIETY

What is the EIN of VERMONT HISTORICAL SOCIETY?
The employer identification number (EIN) of VERMONT HISTORICAL SOCIETY is 03-0179602.
Is VERMONT HISTORICAL SOCIETY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1943.
Are donations to VERMONT HISTORICAL SOCIETY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does VERMONT HISTORICAL SOCIETY file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of VERMONT HISTORICAL SOCIETY due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did VERMONT HISTORICAL SOCIETY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of VERMONT HISTORICAL SOCIETY?
The 990 for the year ended June 30, 2025 names STEPHEN PERKINS.
Who are the officers and directors of VERMONT HISTORICAL SOCIETY?
The 990 for the year ended June 30, 2025 lists 28 people; 1 received compensation from the organization, the highest $135,997 (STEPHEN PERKINS, EXEC. DIR/SE).
How much revenue does VERMONT HISTORICAL SOCIETY have?
On its 990 for the year ended June 30, 2025 it reported revenue of $2,452,069, expenses of $2,755,965 and total assets of $9,748,275 at year end.

Other nonprofits in BARRE

All nonprofits in BARRE · Vermont · Arts, culture and humanities