Nonprofit · EIN 23-7070143
MEDFORD HISTORICAL SOCIETY
Tax-exempt · MEDFORD, MA 02155
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $45,802 | $33,431 | $12,371 | $979,450 | $230 | $979,220 |
| August 31, 2024 | 990 | $52,903 | $29,160 | $23,743 | $905,685 | $494 | $905,191 |
| August 31, 2023 | 990 | $41,214 | $20,711 | $20,503 | $779,752 | $137 | $779,615 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $19,891
- of which government grants
- $100
- Membership dues
- $4,594
- Program service revenue
- $0
- Investment income
- $25,770
- Net gain from sales of assets
- $3,123
- Net income from sales of inventory
- $141
- Other revenue
- $141
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Occupancy
- $5,082
- Program services (functional)
- $18,053
- Management and general (functional)
- $14,988
- Fundraising (functional)
- $390
Balance sheet and other
- Total assets, start of year
- $905,685
- Total assets, end of year
- $979,450
- Total liabilities, end of year
- $230
- Net assets, end of year
- $979,220
- Publicly traded securities
- $843,485
- Net assets without donor restrictions
- $979,220
- Gross receipts
- $684,189
- Employees
- 0
- Volunteers
- 24
- Year formed
- 1896
- 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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Heather Champigny | Director of Collections Trustee or director | 16 | $0 |
| Susan Gerould | Director at Large Trustee or director | 16 | $0 |
| Martha Reagan | Director at Large Trustee or director | 8 | $0 |
| William Tenney | Director at Large Trustee or director | 16 | $0 |
| Sandra Lawrence | Director at Large Trustee or director | 8 | $0 |
| John W Anderson | President and Treasurer Officer | 16 | $0 |
| Meg Bowen | Recording Secretary Officer | 16 | $0 |
| Ann Marie Gallagher | Corresponding Secretary Officer | 16 | $0 |
| Jay Stott | Vice President Officer | 8 | $0 |
| William Miller | Assistant Treasurer Officer | 16 | $0 |
990 for the year ended August 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Heather Champigny | Director of Collections Trustee or director | 16 | $0 |
| Susan Gerould | Director at Large Trustee or director | 16 | $0 |
| Martha Reagan | Director at Large Trustee or director | 8 | $0 |
| William Tenney | Director at Large Trustee or director | 16 | $0 |
| Sandra Lawrence | Director at Large Trustee or director | 8 | $0 |
| John W Anderson | President and Treasurer Officer | 16 | $0 |
| Meg Bowen | Recording Secretary Officer | 16 | $0 |
| Ann Marie Gallagher | Corresponding Secretary Officer | 16 | $0 |
| Jay Stott | Vice President Officer | 8 | $0 |
| William Miller | Assistant Treasurer Officer | 16 | $0 |
990 for the year ended August 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Elizabeth Ammons | Director at Large Trustee or director | 6 | $0 |
| Heather Champigny | Director of Collections Trustee or director | 16 | $0 |
| Susan Gerould | Director at Large Trustee or director | 16 | $0 |
| Martha Reagan | Director at Large Trustee or director | 6 | $0 |
| Charlotte Scuderi | Director at Large Trustee or director | 2 | $0 |
| John W Anderson | President and Treasurer Officer | 16 | $0 |
| Meg Bowen | Recording Secretary Officer | 12 | $0 |
| Ann Marie Gallagher | Corresponding Secretary Officer | 8 | $0 |
| Jay Stott | Vice President Officer | 8 | $0 |
| William Tenney | Assistant Treasurer Officer | 16 | $0 |
Address and contacts
- Address (IRS master file)
- 10 GOVERNORS AVE, MEDFORD, MA 02155-3007
- In care of
- % ROBERT DENNEN TREAS
- Principal officer (990 for 2024)
- John W Anderson, 102 Brooks Street, Medford, MA 02155
- Signed the 990
- John W Anderson, President
- Phone
- (781) 391-8739
- Website
- www.medfordhistorical.org
Mission
To preserve historic Medford and educate the public by maintaining a small museum and providing exhibits, public programs and publications.
Program accomplishments
- Cataloging, conserving, and curating our collection of Medford related records, books, textiles, furniture, uniforms, photographs, and memorabilia, especially our collection of Civil War era photographs. Maintaining a building to support safe storage of these objects. We mount exhibits using these objects.Expenses $16,484
- Public Outreach: We provide public lectures and programs and create a regular newsletter with articles of historic interest.Expenses $1,569
- Intentionally left blank0
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 23-7070143
- 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
- 1992
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $979,450
- Income (IRS master file)
- $684,189
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $45,802 | $33,431 | $979,450 | XML |
| 990 | August 2024 | $52,903 | $29,160 | $905,685 | XML |
| 990 | August 2023 | $41,214 | $20,711 | $779,752 | XML |
| 990 | August 2022 | $72,419 | $60,333 | $731,188 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990-EZ | August 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 23-7070143).
Questions about MEDFORD HISTORICAL SOCIETY
- What is the EIN of MEDFORD HISTORICAL SOCIETY?
- The employer identification number (EIN) of MEDFORD HISTORICAL SOCIETY is 23-7070143.
- Is MEDFORD HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to MEDFORD HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MEDFORD 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 MEDFORD HISTORICAL SOCIETY due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MEDFORD HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of MEDFORD HISTORICAL SOCIETY?
- The 990 for the year ended August 31, 2025 names John W Anderson.
- Who are the officers and directors of MEDFORD HISTORICAL SOCIETY?
- The 990 for the year ended August 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does MEDFORD HISTORICAL SOCIETY have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $45,802, expenses of $33,431 and total assets of $979,450 at year end.
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