Nonprofit · EIN 04-2237789
BEVERLY HISTORICAL SOCIETY INC
Tax-exempt · BEVERLY, MA 01915
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $567,831 | $733,282 | -$165,451 | $4,203,600 | $48,635 | $4,154,965 |
| September 30, 2024 | 990 | $1,058,500 | $581,311 | $477,189 | $4,351,446 | $31,030 | $4,320,416 |
| September 30, 2023 | 990 | $716,839 | $472,590 | $244,249 | $4,073,092 | $229,865 | $3,843,227 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $401,938
- of which government grants
- $2,500
- Membership dues
- $46,082
- Program service revenue
- $88,424
- Investment income
- $68,638
- Net rental income
- $1,661
- Net income from fundraising events
- $5,236
- Net income from sales of inventory
- $1,934
- Other revenue
- $8,831
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $95,007
- Other salaries and wages
- $173,082
- Salaries, compensation and benefits (total)
- $310,486
- Professional fundraising fees
- $0
- Accounting fees
- $21,837
- Occupancy
- $56,420
- Depreciation
- $94,424
- Program services (functional)
- $416,850
- Management and general (functional)
- $278,799
- Fundraising (functional)
- $37,633
Balance sheet and other
- Total assets, start of year
- $4,351,446
- Total assets, end of year
- $4,203,600
- Total liabilities, end of year
- $48,635
- Net assets, end of year
- $4,154,965
- Land, buildings and equipment
- $3,354,900
- Publicly traded securities
- $791,507
- Net assets without donor restrictions
- $3,099,331
- Net assets with donor restrictions
- $1,055,634
- Gross receipts
- $581,958
- Employees
- 15
- Volunteers
- 23
- Year formed
- 1891
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEN SCOTT | Trustee Trustee or director | 1 | $0 |
| BARBARA BROUDO | Vice President Trustee or director, Officer | 1 | $0 |
| JULIA RABIN | Trustee Trustee or director | 1 | $0 |
| MICHAEL MALER | Trustee Trustee or director | 1 | $0 |
| DAN LOHNES | Trustee Trustee or director | 1 | $0 |
| ELLEN POZAK | Trustee Trustee or director | 1 | $0 |
| ROY GELINEAU | Trustee Trustee or director | 1 | $0 |
| WILLIAM SCANLON | Trustee Trustee or director | 1 | $0 |
| GIN WALLACE | Trustee Trustee or director | 1 | $0 |
| FAY SALT | Trustee Trustee or director | 1 | $0 |
| STEVE CAPODILUPO | Trustee Trustee or director | 1 | $0 |
| MICHAEL O'BRIEN | Treasurer Trustee or director, Officer | 2 | $0 |
| ELAINE LIPCAN | Secretary Trustee or director, Officer | 1 | $0 |
| VICTORIA CALDWELL | President Trustee or director, Officer | 1 | $0 |
| SUSAN GOGANIAN | DIRECTOR | 40 | $0 |
990 for the year ended September 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEN SCOTT | Trustee Trustee or director | 1 | $0 |
| BARBARA BROUDO | Vice President Trustee or director, Officer | 1 | $0 |
| JULIA RABIN | Trustee Trustee or director | 1 | $0 |
| MICHAEL MALER | Trustee Trustee or director | 1 | $0 |
| DAN LOHNES | Trustee Trustee or director | 1 | $0 |
| ELLEN POZAK | Trustee Trustee or director | 1 | $0 |
| ROY GELINEAU | Trustee Trustee or director | 1 | $0 |
| WILLIAM SCANLON | Trustee Trustee or director | 1 | $0 |
| GIN WALLACE | Trustee Trustee or director | 1 | $0 |
| FAY SALT | Trustee Trustee or director | 1 | $0 |
| STEVE CAPODILUPO | Trustee Trustee or director | 1 | $0 |
| MICHAEL O'BRIEN | Treasurer Trustee or director, Officer | 2 | $0 |
| ELAINE LIPCAN | Secretary Trustee or director, Officer | 1 | $0 |
| VICTORIA CALDWELL | President Trustee or director, Officer | 1 | $0 |
| SUSAN GOGANIAN | DIRECTOR | 40 | $0 |
990 for the year ended September 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEN SCOTT | Trustee Trustee or director | 1 | $0 |
| BARBARA BROUDO | Vice President Trustee or director, Officer | 1 | $0 |
| JULIA RABIN | Trustee Trustee or director | 1 | $0 |
| MICHAEL MALER | Trustee Trustee or director | 1 | $0 |
| DAN LOHNES | Trustee Trustee or director | 1 | $0 |
| ROY GELINEAU | Trustee Trustee or director | 1 | $0 |
| WILLIAM SCANLON | Trustee Trustee or director | 1 | $0 |
| GIN WALLACE | Trustee Trustee or director | 1 | $0 |
| STEVE CAPODILUPO | Trustee Trustee or director | 1 | $0 |
| MICHAEL O'BRIEN | Treasurer Trustee or director, Officer | 2 | $0 |
| LINCOLN WILLIAMS | Trustee Trustee or director | 1 | $0 |
| ELAINE LIPCAN | Secretary Trustee or director, Officer | 1 | $0 |
| VICTORIA CALDWELL | President Trustee or director, Officer | 1 | $0 |
| SUSAN GOGANIAN | DIRECTOR | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 117 CABOT ST, BEVERLY, MA 01915-5108
- Principal officer (990 for 2024)
- MICHAEL O'BRIEN, 117 Cabot Street, BEVERLY, MA 01915
- Signed the 990
- ABBY BATTIS, Director
- Phone
- (978) 922-1186
- Website
- WWW.HISTORICBEVERLY.NET
- Return prepared by
- HARVEY & MARTIN PLLC
Mission
Historic Beverly collects, preserves, and stewards Beverlys past and present to cultivate public support and appreciation for history; our vision is to share Beverly history with everyone.
Program accomplishments
- Historic Beverly collects, preserves, and stewards Beverlys past and present to cultivate public support and appreciation for history; our vision is to share Beverly history with everyone.Expenses $416,850 · revenue $97,155
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 04-2237789
- 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
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,203,600
- Income (IRS master file)
- $581,958
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $567,831 | $733,282 | $4,203,600 | XML |
| 990 | September 2024 | $1,058,500 | $581,311 | $4,351,446 | XML |
| 990 | September 2023 | $716,839 | $472,590 | $4,073,092 | XML |
| 990 | September 2022 | $418,914 | $545,083 | $3,651,130 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 04-2237789).
Questions about BEVERLY HISTORICAL SOCIETY INC
- What is the EIN of BEVERLY HISTORICAL SOCIETY INC?
- The employer identification number (EIN) of BEVERLY HISTORICAL SOCIETY INC is 04-2237789.
- Is BEVERLY HISTORICAL SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1943.
- Are donations to BEVERLY HISTORICAL SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BEVERLY HISTORICAL SOCIETY INC 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 BEVERLY HISTORICAL SOCIETY INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BEVERLY HISTORICAL SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of BEVERLY HISTORICAL SOCIETY INC?
- The 990 for the year ended September 30, 2025 names MICHAEL O'BRIEN.
- Who are the officers and directors of BEVERLY HISTORICAL SOCIETY INC?
- The 990 for the year ended September 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does BEVERLY HISTORICAL SOCIETY INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $567,831, expenses of $733,282 and total assets of $4,203,600 at year end.
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