Nonprofit · EIN 04-2312840
WELLESLEY HISTORICAL SOCIETY INC
Tax-exempt · WELLESLEY, MA 02481
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,283,730 | $370,456 | $913,274 | $2,727,118 | $143,330 | $2,583,788 |
| June 30, 2024 | 990 | $399,217 | $194,046 | $205,171 | $1,678,848 | $6,934 | $1,671,914 |
| June 30, 2023 | 990 | $209,961 | $157,145 | $52,816 | $1,471,981 | $6,574 | $1,465,407 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,106,001
- Membership dues
- $95,648
- Program service revenue
- $0
- Investment income
- $13,596
- Net gain from sales of assets
- $7,434
- Net income from fundraising events
- $164,133
- Other revenue
- $164,133
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $90,375
- Salaries, compensation and benefits (total)
- $99,713
- Professional fundraising fees
- $0
- Accounting fees
- $47,723
- Occupancy
- $79,343
- Depreciation
- $27,294
- Program services (functional)
- $253,003
- Management and general (functional)
- $77,085
- Fundraising (functional)
- $40,368
Balance sheet and other
- Total assets, start of year
- $1,678,848
- Total assets, end of year
- $2,727,118
- Total liabilities, end of year
- $143,330
- Net assets, end of year
- $2,583,788
- Land, buildings and equipment
- $2,508,369
- Publicly traded securities
- $112,838
- Net assets without donor restrictions
- $2,546,188
- Net assets with donor restrictions
- $37,600
- Gross receipts
- $1,353,321
- Employees
- 1
- Volunteers
- 0
- Year formed
- 1965
- 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 |
|---|---|---|---|
| TAYLOR KALLOCH | EXECUTIVE DIRECTOR Officer | 40 | $65,000 |
| FREDERICK WRIGHT | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| VINCENT MAYER | DIRECTOR Trustee or director | 1 | $0 |
| GEOFF MOORHEAD | DIRECTOR Trustee or director | 1 | $0 |
| BILL MORDAN | TREASURER Trustee or director, Officer | 1 | $0 |
| STEPHEN PFAFF | DIRECTOR Trustee or director | 1 | $0 |
| BARBARA SEARLE | DIRECTOR Trustee or director | 1 | $0 |
| PETER MONGEAU | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JONATHAN PAGE | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL RACETTE | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN CLAPHAM | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM ELLIS | DIRECTOR Trustee or director | 1 | $0 |
| ANDREW KOMJATHY | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TAYLOR KALLOCH | EXECUTIVE DIRECTOR Officer | 40 | $62,500 |
| FREDERICK WRIGHT | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| VINCENT MAYER | DIRECTOR Trustee or director | 1 | $0 |
| HAPET BERBERIAN | DIRECTOR Trustee or director | 1 | $0 |
| TOM PAINE | DIRECTOR Trustee or director | 1 | $0 |
| LORRI SEIBERT WOODACRE | DIRECTOR Trustee or director | 1 | $0 |
| GEOFF MOORHEAR | DIRECTOR Trustee or director | 1 | $0 |
| BILL MORDAN | TREASURER Trustee or director, Officer | 1 | $0 |
| STEPHEN PFAFF | DIRECTOR Trustee or director | 1 | $0 |
| BARBARA SEARLE | SECRETARY Trustee or director, Officer | 1 | $0 |
| PETER MONGEAU | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JONATHAN PAGE | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL RACETTE | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TAYLOR KALLOCH | EXECUTIVE DIRECTOR Officer | 40 | $56,154 |
| JARED PARKER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| JOHN DIRLAM | DIRECTOR Trustee or director | 1 | $0 |
| HAPET BERBERIAN | DIRECTOR Trustee or director | 1 | $0 |
| TOM PAINE | DIRECTOR Trustee or director | 1 | $0 |
| LORRI SEIBERT WOODACRE | DIRECTOR Trustee or director | 1 | $0 |
| LINDA GRIFFITH | FORMER CLERK Trustee or director, Officer | 1 | $0 |
| BILL MORDAN | TREASURER Trustee or director, Officer | 1 | $0 |
| FREDERICK WRIGHT | DIRECTOR Trustee or director | 1 | $0 |
| BARBARA SEARLE | SECRETARY Trustee or director, Officer | 1 | $0 |
| PETER MONGEAU | PRESIDENT Trustee or director, Officer | 1 | $0 |
| TORY DEFAZIO | DIRECTOR Trustee or director | 1 | $0 |
| MELISSA PADLEY | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 229 WASHINGTON ST, WELLESLEY, MA 02481-3105
- Principal officer (990 for 2024)
- PETER MONGEAU, 323 WASHINGTON STREET, WELLESLEY, MA 02481
- Signed the 990
- PETER MONGEAU, PRESIDENT
- Phone
- (781) 235-6690
- Return prepared by
- SPINELLI CPA PC
Mission
TO SERVE AS THE HISTORICAL RESOURCE CENTER FOR THE TOWN OF WELLESLEY; TO PROVIDE EDUCATIONAL PROGRAMS; TO COLLECT, INTERPRET AND DISPLAY MATERIALS PERTAINING TO THE HISTORY OF THE TOWN AND ITS PEOPLE; TO INSPIRE PUBLIC INVOLVEMENT IN AND APPRECIATION OF ITS HERITAGE AND CULTURE.
Program accomplishments
- TO CONTINUE THE PROCESS TO ARCHIVE OVER 33,500 PHOTOGRAPHS, SLIDES AND SIMILAR MATERIALS AND HOLD OVER 9,700 ARTIFACTS SUCH AS FURNITURE, ART, COMMEMORATIVE ITEMS, PERIOD COSTUMES, MAPS, PLANS, CIVIL WAR LIBRARY, LACE EMBROIDERY COLLECTIONS AND NATURAL HISTORY SPECIMENS. ANSWER RESEARCH INQUIRIES, PROVIDE EXHIBITS, LECTURES AND WALKING TOURS. PROVIDE SCHOLARSHIPS TO LOCAL STUDENTS NEEDING ASSISTANCE TO PURSUE A COLLEGE EDUCATION. PROVIDE UNPAID INTERNSHIP POSITIONS TO INDIVIDUALS WHO HELPED PREPARE THE ORGANIZATION'S EDUCATION PROGRAMS AND ASSIST WITH THE COLLECTIONS PROJECTS.Expenses $253,003
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
- 04-2312840
- 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
- 1966
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82Z)
- Assets (IRS master file)
- $2,727,118
- Income (IRS master file)
- $1,353,321
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,283,730 | $370,456 | $2,727,118 | IRS |
| 990 | June 2024 | $399,217 | $194,046 | $1,678,848 | IRS |
| 990 | June 2023 | $209,961 | $157,145 | $1,471,981 | XML |
| 990 | June 2022 | $179,192 | $152,241 | $1,418,618 | 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 04-2312840).
Questions about WELLESLEY HISTORICAL SOCIETY INC
- What is the EIN of WELLESLEY HISTORICAL SOCIETY INC?
- The employer identification number (EIN) of WELLESLEY HISTORICAL SOCIETY INC is 04-2312840.
- Is WELLESLEY HISTORICAL SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to WELLESLEY HISTORICAL SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WELLESLEY 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 WELLESLEY HISTORICAL SOCIETY INC 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 WELLESLEY HISTORICAL SOCIETY INC 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 WELLESLEY HISTORICAL SOCIETY INC?
- The 990 for the year ended June 30, 2025 names PETER MONGEAU.
- Who are the officers and directors of WELLESLEY HISTORICAL SOCIETY INC?
- The 990 for the year ended June 30, 2025 lists 13 people; 1 received compensation from the organization, the highest $65,000 (TAYLOR KALLOCH, EXECUTIVE DIRECTOR).
- How much revenue does WELLESLEY HISTORICAL SOCIETY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,283,730, expenses of $370,456 and total assets of $2,727,118 at year end.
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All nonprofits in WELLESLEY · Massachusetts · Arts, culture and humanities