Nonprofit · EIN 04-2104805
OLD DARTMOUTH HISTORICAL SOCIETY
Tax-exempt · NEW BEDFORD, MA 02740
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $18,678,982 | $6,593,225 | $12,085,757 | $51,317,862 | $1,194,609 | $50,123,253 |
| December 31, 2023 | 990 | $7,664,413 | $6,409,797 | $1,254,616 | $38,197,196 | $1,198,335 | $36,998,861 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $16,411,604
- of which government grants
- $1,144,848
- Membership dues
- $217,205
- Program service revenue
- $1,165,318
- Investment income
- $1,160,360
- Net rental income
- -$26,421
- Net gain from sales of assets
- $648,676
- Net income from sales of inventory
- -$39,449
- Other revenue
- -$58,300
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $812,700
- Other salaries and wages
- $1,687,263
- Salaries, compensation and benefits (total)
- $3,036,832
- Professional fundraising fees
- $0
- Legal fees
- $4,650
- Accounting fees
- $37,692
- Occupancy
- $539,590
- Travel
- $7,222
- Depreciation
- $1,049,436
- Program services (functional)
- $5,079,133
- Management and general (functional)
- $786,767
- Fundraising (functional)
- $727,325
Balance sheet and other
- Total assets, start of year
- $38,197,196
- Total assets, end of year
- $51,317,862
- Total liabilities, end of year
- $1,194,609
- Net assets, end of year
- $50,123,253
- Land, buildings and equipment
- $14,793,502
- Publicly traded securities
- $20,576,362
- Net assets without donor restrictions
- $29,345,679
- Net assets with donor restrictions
- $20,777,574
- Gross unrelated business income
- -$401
- Gross receipts
- $21,175,024
- Employees
- 59
- Volunteers
- 140
- Year formed
- 1903
- State of legal domicile
- MA
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Amanda McMullen | President & Chief Executive Officer Highest-paid employee | 40 | $315,501 | $9,465 |
| Michelle Taylor | Chief Administrative Officer & CFO Key employee | 40 | $206,484 | $27,365 |
| Naomi Slipp PhD | Crocker Endowed Chair-Chief Curator Key employee | 40 | $154,529 | $42,633 |
| Emily Mead | Chief Philanthropic Officer Key employee | 40 | $136,187 | $14,409 |
| Eugene Monteiro | Trustee Trustee or director | 2 | $0 | $0 |
| Betsy Fallon | Trustee Trustee or director | 2 | $0 | $0 |
| Mark Schmid Jr | Trustee Trustee or director | 2 | $0 | $0 |
| David Gomes | Trustee Trustee or director | 2 | $0 | $0 |
| Susan Costa | Trustee Trustee or director | 2 | $0 | $0 |
| Margaret Howland | Trustee Trustee or director | 2 | $0 | $0 |
| Edward Howland II | Trustee Trustee or director | 2 | $0 | $0 |
| James Hughes | Trustee Trustee or director | 2 | $0 | $0 |
| Michael Keating | Trustee Trustee or director | 2 | $0 | $0 |
| Hon D Lloyd Macdonald | Trustee Trustee or director | 2 | $0 | $0 |
| Ralph Martin II Esq | Trustee Trustee or director | 2 | $0 | $0 |
19 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Gilbert Perry | Trustee Trustee or director | 2 | $0 |
| Victoria Pope | Trustee Trustee or director | 2 | $0 |
| Dana Rebeiro | Trustee Trustee or director | 2 | $0 |
| Lucy Rose-Correia | Trustee Trustee or director | 2 | $0 |
| Maria Rosario | Trustee Trustee or director | 2 | $0 |
| Nancy Shanik | Trustee Trustee or director | 2 | $0 |
| Michael Moore | Trustee Trustee or director | 2 | $0 |
| Carol Taylor PhD | Ex Officio MAC Chair Trustee or director | 3 | $0 |
| Tricia Schade | Trustee Trustee or director | 2 | $0 |
| Lisa Whitney | Trustee Trustee or director | 2 | $0 |
| Susan Wolkoff | Trustee Trustee or director | 2 | $0 |
| Ellen Stone | Trustee Trustee or director | 2 | $0 |
| Anthony Sapienza | Chair Trustee or director, Officer | 4 | $0 |
| Bernadette Souza | Second Vice Chair Trustee or director, Officer | 3 | $0 |
| Hardwick Simmons | Treasurer Trustee or director, Officer | 3 | $0 |
| Ricardo Bermudez | Assistant Treasurer Trustee or director, Officer | 3 | $0 |
| Paulina Rocha Arruda | Clerk Trustee or director, Officer | 3 | $0 |
| Douglas Crocker II | First Vice Chair Trustee or director, Officer | 3 | $0 |
| R Davis Webb | Assistant Clerk Trustee or director, Officer | 3 | $0 |
990 for the year ended December 31, 2023: 35 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Amanda McMullen | President & Chief Executive O Highest-paid employee | 40 | $300,501 | $9,015 |
| Michelle Taylor | Chief Administrative Officer Key employee | 40 | $165,712 | $19,171 |
| Naomi Slipp PhD | Crocker Endowed Chair-Chief C Key employee | 40 | $153,431 | $24,394 |
| Emily Mead | Director of Philanthropy Key employee | 40 | $136,321 | $11,026 |
| Maria Rosario | Trustee Trustee or director | 2 | $0 | $0 |
| Brian Rothschild PhD | Trustee Trustee or director | 2 | $0 | $0 |
| Nancy Shanik | Trustee Trustee or director | 2 | $0 | $0 |
| Victoria Pope | Trustee Trustee or director | 2 | $0 | $0 |
| Dana Rebeiro | Trustee Trustee or director | 2 | $0 | $0 |
| Lucy Rose-Correia | Trustee Trustee or director | 2 | $0 | $0 |
| Michael Moore | Trustee Trustee or director | 2 | $0 | $0 |
| Lisa Whitney | Trustee Trustee or director | 2 | $0 | $0 |
| Susan Wolkoff | Trustee Trustee or director | 2 | $0 | $0 |
| David Wright | Trustee Trustee or director | 2 | $0 | $0 |
| Carol Taylor PhD | Ex Officio MAC Chair Trustee or director | 3 | $0 | $0 |
| R Davis Webb | Trustee Trustee or director | 2 | $0 | $0 |
| Alison Wells | Trustee Trustee or director | 2 | $0 | $0 |
| Gilbert Perry | Trustee Trustee or director | 2 | $0 | $0 |
| Susan Costa | Trustee Trustee or director | 2 | $0 | $0 |
| Margaret Howland | Trustee Trustee or director | 2 | $0 | $0 |
| David Gomes | Trustee Trustee or director | 2 | $0 | $0 |
| Eugene Monteiro | Trustee Trustee or director | 2 | $0 | $0 |
| Christina Bascom | Trustee Trustee or director | 2 | $0 | $0 |
| Ralph Martin II Esq | Trustee Trustee or director | 2 | $0 | $0 |
| Hon D Lloyd Macdonald | Trustee Trustee or director | 2 | $0 | $0 |
| James Hughes | Trustee Trustee or director | 2 | $0 | $0 |
| Edward Howland II | Trustee Trustee or director | 2 | $0 | $0 |
| Betsy Fallon | Trustee Trustee or director | 2 | $0 | $0 |
| Hardwick Simmons | Treasurer Trustee or director, Officer | 3 | $0 | $0 |
| Anthony Sapienza | Chair Trustee or director, Officer | 4 | $0 | $0 |
| Bernadette Souza | Second Vice Chair Trustee or director, Officer | 3 | $0 | $0 |
| Ricardo Bermudez | Assistant Treasurer Trustee or director, Officer | 3 | $0 | $0 |
| John Garfield Jr | Assistant Clerk Trustee or director, Officer | 3 | $0 | $0 |
| Douglas Crocker II | First Vice Chair Trustee or director, Officer | 3 | $0 | $0 |
| Paulina Rocha Arruda | Clerk Trustee or director, Officer | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 18 JOHNNY CAKE HL, NEW BEDFORD, MA 02740-6317
- In care of
- % HARDWICK SIMMONS
- Signed the 990
- HARDWICK SIMMONS, Treasurer
- Phone
- (508) 997-0046
- Website
- www.whalingmuseum.org
- Return prepared by
- Allan Smith & Company CPAs PC
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.
Program accomplishments
- 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 $2,779,979
- 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 $1,705,777
- 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 $593,377
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2104805
- 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
- 1932
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A800)
- Assets (IRS master file)
- $51,317,862
- Income (IRS master file)
- $21,175,024
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $18,678,982 | $6,593,225 | $51,317,862 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $7,664,413 | $6,409,797 | $38,197,196 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $7,707,275 | $6,034,336 | $35,212,037 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 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 04-2104805).
Questions about OLD DARTMOUTH HISTORICAL SOCIETY
- What is the EIN of OLD DARTMOUTH HISTORICAL SOCIETY?
- The employer identification number (EIN) of OLD DARTMOUTH HISTORICAL SOCIETY is 04-2104805.
- Is OLD DARTMOUTH HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1932.
- Are donations to OLD DARTMOUTH HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OLD DARTMOUTH 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 OLD DARTMOUTH HISTORICAL SOCIETY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OLD DARTMOUTH HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of OLD DARTMOUTH HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2024 lists 34 people; 4 received compensation from the organization, the highest $315,501 (Amanda McMullen, President & Chief Executive Officer).
- How much revenue does OLD DARTMOUTH HISTORICAL SOCIETY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $18,678,982, expenses of $6,593,225 and total assets of $51,317,862 at year end.
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