Nonprofit · EIN 05-0264532
NEWPORT HISTORICAL SOCIETY
Tax-exempt · NEWPORT, RI 02840
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,928,348 | $1,959,151 | $969,197 | $9,639,827 | $110,954 | $9,528,873 |
| December 31, 2023 | 990 | $2,772,769 | $1,404,021 | $1,368,748 | $8,245,309 | $62,420 | $8,182,889 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,331,212
- of which government grants
- $31,105
- Membership dues
- $56,310
- Program service revenue
- $180,008
- Investment income
- $268,434
- Net rental income
- $42,935
- Net gain from sales of assets
- $97,579
- Net income from fundraising events
- $72,489
- Net income from sales of inventory
- $33,270
- Other revenue
- $148,694
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $172,263
- Other salaries and wages
- $588,134
- Salaries, compensation and benefits (total)
- $885,694
- Professional fundraising fees
- $0
- Accounting fees
- $29,000
- Occupancy
- $110,259
- Travel
- $5,041
- Depreciation
- $98,672
- Program services (functional)
- $1,155,377
- Management and general (functional)
- $800,258
- Fundraising (functional)
- $3,516
Balance sheet and other
- Total assets, start of year
- $8,232,285
- Total assets, end of year
- $9,639,827
- Total liabilities, end of year
- $110,954
- Net assets, end of year
- $9,528,873
- Land, buildings and equipment
- $2,434,384
- Publicly traded securities
- $5,232,165
- Net assets without donor restrictions
- $5,309,614
- Net assets with donor restrictions
- $4,219,259
- Gross receipts
- $3,816,685
- Employees
- 51
- Volunteers
- 0
- Year formed
- 1854
- State of legal domicile
- RI
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 |
|---|---|---|---|---|
| REBECCA BERTRAND | EXECUTIVE DIRECTOR Officer | 60 | $164,405 | $5,781 |
| AKEIA DE BARROS GOMES | BOARD MEMBER Trustee or director | 2 | $2,077 | $0 |
| PAM KELLEY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| NANCY CUSHING EVANS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JOANNA BAKER DE NEUFVILLE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ANNE HAMILTON | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| HARRIET HARRIS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| NANCY BRICKLEY | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ELIZABETH LEATHERMAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PAUL MCGREEVY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DOUGLAS NEWHOUSE | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| DIANA PEARSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DWIGHT SIPPRELLE | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| LISA STUART | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| WENDY DAVID | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DORIENNE FARZAN | BOARD MEMBER Trustee or director | 2 | $0 |
| KAREN LLOYD | BOARD MEMBER Trustee or director | 2 | $0 |
| LEILA RAY | BOARD MEMBER Trustee or director | 2 | $0 |
| NANCY PARKER WILSON | BOARD MEMBER Trustee or director | 2 | $0 |
| DANIEL BENSON | BOARD MEMBER Trustee or director | 2 | $0 |
| KATHRYN STREATOR | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| REBECCA BERTRAND | EXECUTIVE DIRECTOR Officer | 60 | $149,181 | $5,478 |
| PAM KELLEY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| NANCY CUSHING EVANS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JOANNA BAKER DE NEUFVILLE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ANNE HAMILTON | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| HARRIET HARRIS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| NANCY BRICKLEY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ELIZABETH LEATHERMAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PAUL MCGREEVY | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| DOUGLAS NEWHOUSE | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| DIANA PEARSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DWIGHT SIPPRELLE | SECOND VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| AKEIA DE BARROS GOMES | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| STEPHEN HUTTLER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LISA STUART | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| THOMAS GODDARD | PRESIDENT EMERITUS Trustee or director, Officer | 2 | $0 | $0 |
| WENDY DAVIS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 82 TOURO ST, NEWPORT, RI 02840-2931
- In care of
- % RUTH TAYLOR / DEBBIE 103
- Principal officer (990 for 2024)
- REBECCA BERTRAND, 82 TOURO STREET, NEWPORT, RI 02840
- Signed the 990
- REBECCA BERTRAND, EXECUTIVE DIRECTOR
- Phone
- (401) 846-0813
- Website
- WWW.NEWPORTHISTORY.ORG
- Return prepared by
- MULLEN SCORPIO & CERILLI
Mission
TO COLLECT AND PRESERVE THE ARTIFACTS, PHOTOGRAPHS, DOCUMENTS, PUBLICATIONS AND GENEALOGICAL RECORDS THAT RELATE TO THE HISTORY OF NEWPORT COUNTY RI; TO MAKE THESE MATERIALS READILY AVAILABLE FOR BOTH RESEARCH AND ENJOYMENT; AND TO ACT AS A RESOURCE CENTER FOR THE EDUCATION OF THE PUBLIC ABOUT THE HISTORY OF NEWPORT COUNTY.
Program accomplishments
- COLLECTIONS - PRESERVE AND PROTECT OBJECTS, ARTIFACTS, PHOTOGRAPHS, MANUSCRIPTS, AND BOOKS, AND MAINTAIN A HISTORICAL RESEARCH LIBRARY WHICH IS OPEN TO THE GENERAL PUBLIC.Expenses $464,832
- EDUCATION- EDUCATE THE PUBLIC ON REGIONAL HISTORY THROUGH MEANS SUCH AS WALKING TOURS OF CITY, HISTORIC SITE TOURS, LECTURES AND OTHER PROGRAMS.Expenses $551,400 · revenue $180,008
- BRICK MARKET MUSEUM- MUSEUM LOCATED IN NEWPORT RI THAT MAINTAINS AND DISPLAYS COLLECTIONS, OPEN TO THE GENERAL PUBLIC, NO ADMITTANCE FEE CHARGED, MUSEUM STORE.PROPERTIES- MAINTENANCE AND UPKEEP OF HISTORIC PROPERTIES.Expenses $139,145
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
- 05-0264532
- 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
- 1928
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82Z)
- Assets (IRS master file)
- $9,639,827
- Income (IRS master file)
- $3,816,685
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,928,348 | $1,959,151 | $9,639,827 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $2,772,769 | $1,404,021 | $8,245,309 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $1,072,487 | $1,444,648 | $8,024,906 | 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 05-0264532).
Questions about NEWPORT HISTORICAL SOCIETY
- What is the EIN of NEWPORT HISTORICAL SOCIETY?
- The employer identification number (EIN) of NEWPORT HISTORICAL SOCIETY is 05-0264532.
- Is NEWPORT HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1928.
- Are donations to NEWPORT HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NEWPORT 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 NEWPORT 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 NEWPORT 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 NEWPORT HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2024 names REBECCA BERTRAND.
- Who are the officers and directors of NEWPORT HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2024 lists 21 people; 2 received compensation from the organization, the highest $164,405 (REBECCA BERTRAND, EXECUTIVE DIRECTOR).
- How much revenue does NEWPORT HISTORICAL SOCIETY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,928,348, expenses of $1,959,151 and total assets of $9,639,827 at year end.
Other nonprofits in NEWPORT
- PRESERVATION SOCIETY OF NEWPORT COUNTY EIN 05-0252708 · last filed 990 for 2025
- IYRS SCHOOL OF TECHNOLOGY & TRADES EIN 05-0470320 · last filed 990 for 2025
- AUDRAIN AUTOMOBILE MUSEUM INC EIN 47-1918005 · last filed 990 for 2024
- RHODE ISLAND ARTS FOUNDATION AT NEWPORT INCORPORATED EIN 05-0319134 · last filed 990 for 2025
- AMERICAN CIVILIZATION FOUNDATION EIN 05-0503504 · last filed 990-PF for 2024
- NEWPORT ART MUSEUM AND ART ASSOCIATION EIN 05-0258803 · last filed 990 for 2024
- FORT ADAMS TRUST INC EIN 05-0475756 · last filed 990 for 2025
- NATIONAL SAILING HALL OF FAME MUSEUM INC EIN 54-2152883 · last filed 990 for 2024
All nonprofits in NEWPORT · Rhode Island · Arts, culture and humanities