Nonprofit · EIN 04-2105858
WORCESTER HISTORICAL MUSEUM
Tax-exempt · WORCESTER, MA 01609
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,093,290 | $2,239,039 | -$145,749 | $19,693,125 | $371,448 | $19,321,677 |
| June 30, 2024 | 990 | $982,936 | $1,996,995 | -$1,014,059 | $18,813,404 | $164,194 | $18,649,210 |
| June 30, 2023 | 990 | $2,022,289 | $2,033,643 | -$11,354 | $18,267,013 | $115,071 | $18,151,942 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,114,185
- Membership dues
- $27,423
- Program service revenue
- $77,669
- Investment income
- $790,829
- Net rental income
- $7,838
- Net gain from sales of assets
- $429,638
- Net income from fundraising events
- $95,528
- Net income from sales of inventory
- $7,241
- Other revenue
- $110,607
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $819,921
- Salaries, compensation and benefits (total)
- $916,746
- Professional fundraising fees
- $0
- Accounting fees
- $55,461
- Occupancy
- $130,059
- Travel
- $3,330
- Depreciation
- $385,429
- Program services (functional)
- $925,507
- Management and general (functional)
- $975,078
- Fundraising (functional)
- $338,454
Balance sheet and other
- Total assets, start of year
- $18,813,404
- Total assets, end of year
- $19,693,125
- Total liabilities, end of year
- $371,448
- Net assets, end of year
- $19,321,677
- Land, buildings and equipment
- $3,931,736
- Publicly traded securities
- $5,041,947
- Net assets without donor restrictions
- $4,963,263
- Net assets with donor restrictions
- $14,358,414
- Gross receipts
- $7,566,592
- Employees
- 21
- Volunteers
- 0
- Year formed
- 1977
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM WALLACE | EXECUTIVE DIRECTOR Officer | 50 | $158,395 |
| DIANE GIAMPA | PRESIDENT Trustee or director, Officer | 2 | $0 |
| MICHAEL BAFARO | TRUSTEE Trustee or director, Officer | 2 | $0 |
| ROBERT BLUTE III | TRUSTEE Trustee or director, Officer | 2 | $0 |
| GAIL C FERREIRA | PAST PRESIDENT Trustee or director, Officer | 2 | $0 |
| THOMAS L FITZPATRICK | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| EDGAR LUNA | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| ROBERT E PAULSEN JR | TREASURER Trustee or director, Officer | 2 | $0 |
| PATRICIA PETERLEITNER | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| WENDY AMDREWS | SECRETARY Trustee or director | 2 | $0 |
| CHRISTINA ANDRIANOPOULOS | TRUSTEE Trustee or director | 2 | $0 |
| MARK BORENSTEIN | VICE PRESIDENT Trustee or director | 2 | $0 |
| SUSAN BUTLER | TRUSTEE Trustee or director | 2 | $0 |
| MARITZA CRUZ | TRUSTEE Trustee or director | 2 | $0 |
| CAROLINE FOLEY | TRUSTEE Trustee or director | 2 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VIRGINIA GLAZIER | TRUSTEE Trustee or director | 2 | $0 |
| NEIL ISAKSON | TRUSTEE Trustee or director | 2 | $0 |
| PATRICK LOWE | TRUSTEE Trustee or director | 2 | $0 |
| AMY SKRZEK STILLMAN | TRUSTEE Trustee or director | 2 | $0 |
| JESSICA WALSH | TRUSTEE Trustee or director | 2 | $0 |
| URSULA ARELLO | TRUSTEE Trustee or director | 2 | $0 |
| PATRICK LOWE | TRUSTEE Trustee or director | 2 | $0 |
| DAVID RUSHFORD | TRUSTEE Trustee or director | 2 | $0 |
| AARON STEPHENSON | TRUSTEE Trustee or director | 2 | $0 |
| ABIGAIL ORLEANS THOMPSON | TRUSTEE Trustee or director | 2 | $0 |
| JETARI VEAL | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 29 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM WALLACE | EXECUTIVE DIRECTOR Officer | 50 | $156,231 |
| DIANE GIAMPA | PRESIDENT Trustee or director, Officer | 2 | $0 |
| MICHAEL BAFARO | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| ROBERT BLUTE III | TRUSTEE Trustee or director, Officer | 2 | $0 |
| GAIL C FERREIRA | PAST PRESIDENT Trustee or director, Officer | 2 | $0 |
| THOMAS L FITZPATRICK | SECRETARY Trustee or director, Officer | 2 | $0 |
| EDGAR LUNA | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| ROBERT E PAULSEN JR | TREASURER Trustee or director, Officer | 2 | $0 |
| PATRICIA PETERLEITNER | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| DAVID NICHOLSON | TRUSTEE Trustee or director | 2 | $0 |
| WENDY AMDREWS | TRUSTEE Trustee or director | 2 | $0 |
| CHRISTINA ANDRIANOPOULOS | TRUSTEE Trustee or director | 2 | $0 |
| MARK BORENSTEIN | TRUSTEE Trustee or director | 2 | $0 |
| SUSAN BUTLER | TRUSTEE Trustee or director | 2 | $0 |
| MARITZA CRUZ | TRUSTEE Trustee or director | 2 | $0 |
| CAROLINE FOLEY | TRUSTEE Trustee or director | 2 | $0 |
| VIRGINIA GLAZIER | TRUSTEE Trustee or director | 2 | $0 |
| NEIL ISAKSON | TRUSTEE Trustee or director | 2 | $0 |
| PATRICK LOWE | TRUSTEE Trustee or director | 2 | $0 |
| MARK L SHELTON | TRUSTEE Trustee or director | 2 | $0 |
| AMY SKRZEK STILLMAN | TRUSTEE Trustee or director | 2 | $0 |
| JOSEPHINE RL TRUESDELL | TRUSTEE Trustee or director | 2 | $0 |
| JESSICA WALSH | TRUSTEE Trustee or director | 2 | $0 |
| URSULA ARELLO | TRUSTEE Trustee or director | 2 | $0 |
| BARBARA GUERTIN | TRUSTEE Trustee or director | 2 | $0 |
| DAVID RUSHFORD | TRUSTEE Trustee or director | 2 | $0 |
| AARON STEPHENSON | TRUSTEE Trustee or director | 2 | $0 |
| ABIGAIL ORLEANS THOMPSON | TRUSTEE Trustee or director | 2 | $0 |
| JETARI VEAL | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 24 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM WALLACE | EXECUTIVE DIRECTOR Officer | 50 | $140,377 |
| DIANE GIAMPA | PRESIDENT Trustee or director, Officer | 2 | $0 |
| MICHAEL BAFARO | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| ROBERT BLUTE III | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| GAIL C FERREIRA | PAST PRESIDENT Trustee or director, Officer | 2 | $0 |
| THOMAS L FITZPATRICK | SECRETARY Trustee or director, Officer | 2 | $0 |
| EDGAR LUNA | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| ROBERT E PAULSEN JR | TREASURER Trustee or director, Officer | 2 | $0 |
| PATRICIA PETERLEITNER | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| DAVID NICHOLSON | TRUSTEE Trustee or director | 2 | $0 |
| CHE ANDERSON | TRUSTEE Trustee or director | 2 | $0 |
| EDWARD M AUGUSTUS JR | TRUSTEE Trustee or director | 2 | $0 |
| MARK BORENSTEIN | TRUSTEE Trustee or director | 2 | $0 |
| SUSAN BUTLER | TRUSTEE Trustee or director | 2 | $0 |
| MARITZA CRUZ | TRUSTEE Trustee or director | 2 | $0 |
| CAROLINE FOLEY | TRUSTEE Trustee or director | 2 | $0 |
| VIRGINIA GLAZIER | TRUSTEE Trustee or director | 2 | $0 |
| NEIL ISAKSON | TRUSTEE Trustee or director | 2 | $0 |
| PATRICK LOWE | TRUSTEE Trustee or director | 2 | $0 |
| MARK L SHELTON | TRUSTEE Trustee or director | 2 | $0 |
| AMY SKRZEK STILLMAN | TRUSTEE Trustee or director | 2 | $0 |
| JOSEPHINE RL TRUESDELL | TRUSTEE Trustee or director | 2 | $0 |
| JESSICA WALSH | TRUSTEE Trustee or director | 2 | $0 |
| ELIZABETH WAMBUI | TRUSTEE Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 30 ELM ST, WORCESTER, MA 01609-2504
- Principal officer (990 for 2024)
- WILLIAM WALLACE, 30 ELM STREET, WORCESTER, MA 01609
- Signed the 990
- WILLIAM WALLACE, EXECUTIVE DIRECTOR
- Phone
- (508) 753-8278
- Website
- WORCESTERHISTORY.ORG
- Return prepared by
- STOLBERG EBBELING & BLANCHETTE LLP
Mission
WORCESTER HISTORICAL MUSEUM IS A UNIQUE ORGANIZATION DEDICATED TO COLLECTING, PRESERVING, AND INTERPRETING WORCESTER'S HISTORY IN ALL TIME PERIODS AND SUBJECT AREAS.
Program accomplishments
- EXHIBITS - THE MUSEUM PRESENTED A FULL CALENDAR OF LARGE AND SMALL EXHIBITIONS, INCLUDING: SOMOS WORCESTER- THE LATINO PERSPECTIVE, REPRESENTING WORCESTER: HARRIETTE L. CHANDLER, THE CHIN FAMILY OF WORCESTER, AND THE RE-INSTALLATION/RE-INTERPRETATION OF THE FULLER GALLERY OF INDUSTRIAL HISTORY, WHICH OPENED FOR THE 150TH ANNIVERSARY ON JANUARY 23, 2025. EACH EXHIBIT WAS ACCOMPANIED BY VARIOUS PROGRAMS-DEMONSTRATIONS, LECTURES, DISCUSSIONS, ETC. IN ADDITION, INTENSIVE PREPARATION (RESEARCH, DESIGN, ETC.) WAS UNDERTAKEN FOR THE MAY 2025 EXHIBIT. THE POEM NEXT DOOR IN PARTNERSHIP WITH THE COLLEGE OF THE HOLY CROSS.Expenses $276,271 · revenue $52,300
- COLLECTIONS - THE MUSEUM'S COLLECTION OF MORE THAN 30,200 PHYSICAL OBJECTS EXPANDED DURING THE YEAR TO INCLUDE: WWII MILITARY UNIFORMS, A TWO-CENT PIECE 1864 U.S. COIN, NOTABLE AS THE FIRST TO BEAR THE MOTTO "IN GOD WE TRUST," INTRODUCED DURING THE CIVIL WAR FOR NATIONAL UNITY, AND A WOODBURY COMPANY 100TH ANNIVERSARY PLATEExpenses $121,719 · revenue $5,000
- LIBRARY - THE MUSEUM'S LIBRARY AND ARCHIVE CONTINUED TO GROW IN CONTENT AND EXPAND RELATIVE TO ACCESS TO ALL, WHILE ADDRESSING AN EVER-INCREASING, ALMOST DAILY REQUESTS FOR STUDENT PROJECT ASSISTANCE, INQUIRIES FROM SCHOLARLY RESEARCHERS, AND PHOTOGRAPH AND OTHER ILLUSTRATION SUPPORT FOR LOCAL GOVERNMENTAL PROJECTS, COMMERCIAL ENTERPRISES (RESTAURANT WALLS AND CORPORATE OFFICE, AS EXAMPLES). EIGHTEEN LIBRARY VOLUNTEERS OFFERED 2,088 HOURS OF WORK, 243 EMAIL REQUESTS WERE RECEIVED, 65 IN-PERSON RESEARCH VISITORS CAME TO THE LIBRARY, AND AN ADDITIONAL 152 INQUIRIES WERE RECEIVED VIA TELEPHONE. NEW COLLECTIONS INCLUDE 4 PUBLICATIONS FROM DAVID NADER'S BAT CITY PRESS PUBLISHING COMPANY - ONE BEING CONGRESS ALLEY, MUSTARD SEED AND ANTI-WAR COLLECTIONS OF MICHAEL BOOVER, DAVID LINCOLN'S LETTERS FROM GEN. WILLIAM SEVER LINCOLN AND FAMILY, AND FAMILY GENEALOGY COLLECTIONS, AND VARIOUS ADVERTISEMENTS AND OTHER PUBLICATIONS FROM LOCAL BUSINESSES/INDUSTRIES.Expenses $196,470 · revenue $2,382
- ON-SITE VISITORS TOTALED 15,057 WITH AN ADDITIONAL 3,854 FROM IN-COMMUNITY PROJECTS/PRESENTATIONS. SOCIAL MEDIA AND DIGITAL IMPACTS: 14,729 UNIQUE FACEBOOK FOLLOWERS, 5736 INSTAGRAM FOLLOWERS, 114,867 WEBSITE PAGES VIEWS, AND 22,284 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 $331,047 · revenue $80,589
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2105858
- 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
- 1944
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A540)
- Assets (IRS master file)
- $19,693,125
- Income (IRS master file)
- $7,566,592
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,093,290 | $2,239,039 | $19,693,125 | XML |
| 990 | June 2024 | $982,936 | $1,996,995 | $18,813,404 | IRS |
| 990 | June 2023 | $2,022,289 | $2,033,643 | $18,267,013 | XML |
| 990 | June 2022 | $3,037,678 | $1,923,589 | $17,403,532 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 04-2105858).
Questions about WORCESTER HISTORICAL MUSEUM
- What is the EIN of WORCESTER HISTORICAL MUSEUM?
- The employer identification number (EIN) of WORCESTER HISTORICAL MUSEUM is 04-2105858.
- Is WORCESTER HISTORICAL MUSEUM tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1944.
- Are donations to WORCESTER HISTORICAL MUSEUM tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WORCESTER HISTORICAL MUSEUM 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 WORCESTER HISTORICAL MUSEUM 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 WORCESTER HISTORICAL MUSEUM 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 WORCESTER HISTORICAL MUSEUM?
- The 990 for the year ended June 30, 2025 names WILLIAM WALLACE.
- Who are the officers and directors of WORCESTER HISTORICAL MUSEUM?
- The 990 for the year ended June 30, 2025 lists 26 people; 1 received compensation from the organization, the highest $158,395 (WILLIAM WALLACE, EXECUTIVE DIRECTOR).
- How much revenue does WORCESTER HISTORICAL MUSEUM have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,093,290, expenses of $2,239,039 and total assets of $19,693,125 at year end.
Other nonprofits in WORCESTER
- WORCESTER ART MUSEUM EIN 04-1988530 · last filed 990 for 2025
- WORCESTER CENTER FOR PERFORMING ARTS INC EIN 05-0521735 · last filed 990 for 2025
- WORCESTER NATURAL HISTORY SOCIETY EIN 04-2105868 · last filed 990 for 2024
- WORCESTER AREA BUSINESS EDUCATION FOUNDATION INC EIN 04-3265642 · last filed 990 for 2024
- WORCESTER COUNTY MECHANICS ASSOCIATION EIN 04-1988955 · last filed 990 for 2025
- MUSIC WORCESTER INC EIN 04-2171207 · last filed 990 for 2025
- WORCESTER CENTER FOR CRAFTS INC EIN 04-2105859 · last filed 990 for 2025
- JOY OF MUSIC PROGRAM INC EIN 04-3055099 · last filed 990 for 2025
All nonprofits in WORCESTER · Massachusetts · Arts, culture and humanities