Nonprofit · EIN 04-6113452
LEXINGTON HISTORICAL SOCIETY
Tax-exempt · LEXINGTON, MA 02420
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 (amended) | $1,402,456 | $907,433 | $495,023 | $6,988,745 | $136,947 | $6,851,798 |
| December 31, 2023 | 990 (amended) | $998,552 | $1,049,160 | -$50,608 | $6,149,988 | $33,929 | $6,116,059 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $853,416
- Membership dues
- $44,245
- Program service revenue
- $159,861
- Investment income
- $211,019
- Royalties
- $107
- Net rental income
- $34,462
- Net gain from sales of assets
- $42,848
- Net income from sales of inventory
- $27,335
- Other revenue
- $178,160
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $401,583
- Salaries, compensation and benefits (total)
- $446,292
- Professional fundraising fees
- $0
- Legal fees
- $2,087
- Accounting fees
- $51,455
- Occupancy
- $65,711
- Depreciation
- $83,308
- Program services (functional)
- $571,356
- Management and general (functional)
- $336,077
Balance sheet and other
- Total assets, start of year
- $6,149,988
- Total assets, end of year
- $6,988,745
- Total liabilities, end of year
- $136,947
- Net assets, end of year
- $6,851,798
- Land, buildings and equipment
- $2,620,007
- Publicly traded securities
- $3,774,140
- Net assets without donor restrictions
- $3,559,972
- Net assets with donor restrictions
- $3,291,826
- Gross receipts
- $1,993,915
- Employees
- 48
- Volunteers
- 222
- Year formed
- 1886
- 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 |
|---|---|---|---|
| DONNA HOOPER | DIRECTOR Trustee or director | 1 | $0 |
| BARRY CUNHA | DIRECTOR Trustee or director | 1 | $0 |
| ANNE LEE | EXECUTIVE DIRECTOR Trustee or director | 1 | $0 |
| MARY KEENAN | DIRECTOR Trustee or director | 1 | $0 |
| VERONICA CAIRA | TREASURER (UNTIL AUGUST 2024) Trustee or director, Officer | 1 | $0 |
| MARSHA BAKER | CLERK Trustee or director, Officer | 1 | $0 |
| PAUL O'SHAUGHNESSY | FIRST VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| BILL POOLE | DIRECTOR EMERITUS Trustee or director | 1 | $0 |
| REBECCA MOORE | SECOND VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| GEORGE GAMOTA | DIRECTOR Trustee or director | 1 | $0 |
| JUDD LIEBMAN | TREASURER (FROM SEPTEMBER 2024) Trustee or director, Officer | 1 | $0 |
| CRAIG SANDLER | PRESIDENT Trustee or director, Officer | 1 | $0 |
| LESTER SAVAGE | DIRECTOR Trustee or director | 1 | $0 |
| HUA WANG | DIRECTOR Trustee or director | 1 | $0 |
| ELIZABETH KOCHI | DIRECTOR Trustee or director | 1 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIAN COHEN | DIRECTOR Trustee or director | 1 | $0 |
| JUDITH CROCKER | DIRECTOR Trustee or director | 1 | $0 |
| SEAN OSBORNE | DIRECTOR Trustee or director | 1 | $0 |
| BILL MIX | DIRECTOR EMERITUS Trustee or director | 1 | $0 |
| RICHARD PAGETT | DIRECTOR EMERITUS Trustee or director | 1 | $0 |
| SUSAN ROCKWELL | DIRECTOR EMERITUS Trustee or director | 1 | $0 |
| PAUL ROSS | DIRECTOR EMERITUS Trustee or director | 1 | $0 |
| THOMAS TAYLOR | DIRECTOR EMERITUS Trustee or director | 1 | $0 |
| CHARLIE VAIL | DIRECTOR EMERITUS Trustee or director | 1 | $0 |
| DAVID WELLS | DIRECTOR EMERITUS Trustee or director | 1 | $0 |
| CARLA FORTMANN | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTEL MCCARTHY | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 29 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROL WARD | EXECUTIVE DIRECTOR Former | 40 | $79,880 |
| DONNA HOOPER | DIRECTOR Trustee or director | 1 | $0 |
| BARRY CUNHA | DIRECTOR Trustee or director | 1 | $0 |
| ANNE LEE | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MARY KEENAN | DIRECTOR Trustee or director | 1 | $0 |
| VERONICA CAIRA | TREASURER Trustee or director, Officer | 1 | $0 |
| MARSHA BAKER | CLERK Trustee or director, Officer | 1 | $0 |
| PAUL O'SHAUGHNESSY | DIRECTOR Trustee or director | 1 | $0 |
| BILL POOLE | DIRECTOR EMERITUS Trustee or director | 1 | $0 |
| REBECCA MOORE | SECOND VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| GEORGE GAMOTA | DIRECTOR Trustee or director | 1 | $0 |
| CAROLANN BROCKETT | DIRECTOR Trustee or director | 1 | $0 |
| CRAIG SANDLER | FIRST VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| LESTER E SAVAGE | DIRECTOR Trustee or director | 1 | $0 |
| HUA WANG | DIRECTOR Trustee or director | 1 | $0 |
| NEERJA BAJAJ | DIRECTOR Trustee or director | 1 | $0 |
| ELIZABETH KOCHI | DIRECTOR Trustee or director | 1 | $0 |
| MARIAN COHEN | DIRECTOR Trustee or director | 1 | $0 |
| JUDITH CROCKER | DIRECTOR Trustee or director | 1 | $0 |
| SEAN OSBORNE | DIRECTOR Trustee or director | 1 | $0 |
| BILL MIX | DIRECTOR EMERITUS Trustee or director | 1 | $0 |
| RICHARD PAGETT | DIRECTOR EMERITUS Trustee or director | 1 | $0 |
| SUSAN ROCKWELL | DIRECTOR EMERITUS Trustee or director | 1 | $0 |
| PAUL ROSS | DIRECTOR EMERITUS Trustee or director | 1 | $0 |
| THOMAS TAYLOR | DIRECTOR EMERITUS Trustee or director | 1 | $0 |
| CHARLIE VAIL | DIRECTOR EMERITUS Trustee or director | 1 | $0 |
| DAVID WELLS | DIRECTOR EMERITUS Trustee or director | 1 | $0 |
| CARLA FORTMANN | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTEL MCCARTHY | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 13 DEPOT SQ, LEXINGTON, MA 02420-6310
- Principal officer (990 for 2024)
- CRAIG SANDLER, PO BOX 514, LEXINGTON, MA 02420
- Signed the 990
- CRAIG SANDLER, PRESIDENT
- Phone
- (781) 862-1703
- Website
- WWW.LEXINGTONHISTORY.ORG
- Return prepared by
- CARAS & SHULMAN PC
Mission
TO BE A PREMIER INTERPRETER OF THE EVENTS OF APRIL 1775 AND STEWARD OF THE TOWN'S HISTORY.
Program accomplishments
- MAINTAIN AND OPERATE 3 HISTORIC HOUSE MUSEUMS WHICH ARE OPEN TO THE PUBLIC. INCLUDES PROVIDING TOURS OF THESE FACILITIES AND EDUCATIONAL PROGRAMS FOR THE BENEFIT OF THE GENERAL PUBLIC.Expenses $571,356 · revenue $187,196
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
- 04-6113452
- 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
- 1941
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82Z)
- Assets (IRS master file)
- $6,988,745
- Income (IRS master file)
- $1,993,915
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,402,456 | $907,433 | $6,988,745 | XML |
| 990 | December 2023 | $998,552 | $1,049,160 | $6,149,988 | XML |
| 990 | December 2022 | $801,211 | $992,945 | $6,361,793 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 04-6113452).
Questions about LEXINGTON HISTORICAL SOCIETY
- What is the EIN of LEXINGTON HISTORICAL SOCIETY?
- The employer identification number (EIN) of LEXINGTON HISTORICAL SOCIETY is 04-6113452.
- Is LEXINGTON HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1941.
- Are donations to LEXINGTON HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEXINGTON 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 LEXINGTON 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 LEXINGTON 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 is the principal officer of LEXINGTON HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2024 names CRAIG SANDLER.
- Who are the officers and directors of LEXINGTON HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2024 lists 27 people; 0 received compensation from the organization.
- How much revenue does LEXINGTON HISTORICAL SOCIETY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,402,456, expenses of $907,433 and total assets of $6,988,745 at year end.
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- SCOTTISH RITE MASONIC MUSEUM & LIBRARY INC EIN 04-2493347 · last filed 990 for 2025
- LEXINGTON FRIENDS OF THE ARTS INC EIN 04-3245366 · last filed 990 for 2025
- LEXINGTON COMMUNITY MEDIA CENTER INC EIN 42-1670140 · last filed 990 for 2025
- JAPANESE ARE SOCIETY OF AMERICA INC EIN 13-2778597 · last filed 990 for 2025
- MASSACHUSETTS INSTRUMENTAL AND CHORAL CONDUCTORS ASSOCIATION EIN 92-1654316 · last filed 990-EZ for 2025
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All nonprofits in LEXINGTON · Massachusetts · Arts, culture and humanities