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Nonprofit · EIN 85-6011525

HISTORICAL SOCIETY OF NEW MEXICO

Tax-exempt · SANTA FE, NM 87504

Financials

$57K$55K2023$74K$85K2024$105K$66K2025
Revenue Expenses · by fiscal year end
Financials of HISTORICAL SOCIETY OF NEW MEXICO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$104,714$65,839$38,875$177,630–$177,630
December 31, 2024990-EZ$73,807$85,282-$11,475$115,375–$115,375
December 31, 2023990-EZ$57,095$55,352$1,743$126,850–$126,850
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$3,735
Membership dues
$57,768
Program service revenue
$41,606
Investment income
$1,749
Net gain from sales of assets
-$357
Other revenue
$213

Expenses

Grants and similar amounts paid
$6,000
Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$627
Other expenses
$59,212
Program services (functional)
$55,710

Balance sheet and other

Total assets, start of year
$115,375
Total assets, end of year
$177,630
Total liabilities, end of year
–
Net assets, end of year
$177,630
Cash, savings and investments
$177,630
Gross receipts
$127,535

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-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOSEPH BRITTONPRESIDENT5$0
TROY AINSWORTHVICE PRESIDE5$0
REBECCA ULLRICHSECRETARY5$0
RUAIDHRI BELFRY CROFTONTREASURER5$0
GUSTAV SELIGMANPAST PRESIDE5$0
SUSAN BERRYDIRECTOR2.5$0
DON BULLISDIRECTOR2.5$0
DENNIS DAILYDIRECTOR2.5$0
KATHLEEN DULLDIRECTOR2.5$0
LOUIS HUNING JRDIRECTOR2.5$0
JOHN LEMAYDIRECTOR2.5$0
BARBARA LOVELLDIRECTOR2.5$0
HEATHER MCCLENAHANDIRECTOR2.5$0
AMY MCVAY TELLEZDIRECTOR2.5$0
SHERRY ROBINSONDIRECTOR2.5$0
3 more people on this return
NameTitleHours / weekCompensation
CYNTHIA SHETTERDIRECTOR2.5$0
JOHN TAYLORDIRECTOR2.5$0
STEPHANIE ZUNIDIRECTOR2.5$0
990-EZ for the year ended December 31, 2024: 11 people
NameTitleHours / weekCompensation
KATHLEEN DULLMEMBER0$0
LOUIS FRED HUNING JRMEMBER0$0
BARBARA LOVELLMEMBER0$0
HEATHER MCCLENAHANMEMBER0$0
SHERRY ROBINSONMEMBER0$0
KATHRYN FLYNNMEMBER0$0
FRED FRIEDMANMEMBER0$0
KERMIT HILLMEMBER0$0
TOMAS JAEHNMEMBER0$0
BRUCE GJELTEMAMEMBER0$0
JOHN TAYLORMEMBER0$0
990-EZ for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensation
KATHLEEN DULLMEMBER0$0
LOUIS FRED HUNING JRMEMBER0$0
BARBARA LOVELLMEMBER0$0
HEATHER MCCLENAHANMEMBER0$0
SHERRY ROBINSONMEMBER0$0
KATHRYN FLYNNMEMBER0$0
FRED FRIEDMANMEMBER0$0
KERMIT HILLMEMBER0$0
TOMAS JAEHNMEMBER0$0
BRUCE GJELTEMAMEMBER0$0
JOHN TAYLORMEMBER0$0

Address and contacts

Address (IRS master file)
PO BOX 1912, SANTA FE, NM 87504-1912
Mailing address (990-N for 2018)
PO Box 1912, SANTA FE NM 87504
Principal officer (990-N for 2018)
Roberta Scott, PO Box 1912, SANTA FE NM 87504
Signed the 990-EZ
RUAIDHRI BELFRY CROFTON, TREASURER
Phone
(505) 982-1986
Return prepared by
BEASLEY MITCHELL & CO LLP

Mission

TO INCREASE THE KNOWLEDGE OF NM HISTORY DISSEMINATE INFO ON AND SUPPORT EDUCATION IN NM HISTORY TO ENCOURAGE THE PRESERVATION OF HISTORIC OBJECTS AND PROPERTIES.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • HOLD AND ANNUAL CONFERENCE AND HAVE SPEAKERS PRESENT THEIR RESEARCH AND BOOKS.
    Expenses $40,726
  • PROVIDES GRANTS AND FELLOWSHIPS TO SCHOLARS AND MEMBER ORGANIZATIONS, SUPPORT OF NATIONAL HISTORY DAY, AND PROVIDE EXPERT LECTURES TO LOCAL ORGANIZATIONS THROUGH SPEAKERS PROGRAM.
    Expenses $6,000 · grants $6,000
  • A SCHOLARLY PUBLICATION, LA CHRONICA DE NUEVO MEXICO, IS PUBLISHED FOUR TIMES A YEAR WITH REVIEWED ARTICLES ON BORDERLAND AND NEW MEXICO HISTORY. IT IS DISTRIBUTED TO APPROXIMATELY 500 INDIVIDUALS AND LIBRARIES THROUGHOUT THE STATE.
    Expenses $6,749
  • THE ORGANIZATION ALSO HAS AN ANNUAL BOOK SALE AND OTHER PROGRAMS.
    Expenses $2,235

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
85-6011525
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1963
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$177,630
Income (IRS master file)
$127,535

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$104,714$65,839$177,630IRS
990-EZDecember 2024$73,807$85,282$115,375IRS
990-EZDecember 2023$57,095$55,352$126,850XML
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-N for 2018
Officer: Roberta Scott
December 31, 2018≤ $50,000 receipts––e-Postcard
990-EZDecember 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 85-6011525).

Questions about HISTORICAL SOCIETY OF NEW MEXICO

What is the EIN of HISTORICAL SOCIETY OF NEW MEXICO?
The employer identification number (EIN) of HISTORICAL SOCIETY OF NEW MEXICO is 85-6011525.
Is HISTORICAL SOCIETY OF NEW MEXICO tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
Are donations to HISTORICAL SOCIETY OF NEW MEXICO tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HISTORICAL SOCIETY OF NEW MEXICO file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of HISTORICAL SOCIETY OF NEW MEXICO due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HISTORICAL SOCIETY OF NEW MEXICO last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who is the principal officer of HISTORICAL SOCIETY OF NEW MEXICO?
The 990-N for 2018 names Roberta Scott.
Who are the officers and directors of HISTORICAL SOCIETY OF NEW MEXICO?
The 990-EZ for the year ended December 31, 2025 lists 18 people; 0 received compensation from the organization.
How much revenue does HISTORICAL SOCIETY OF NEW MEXICO have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $104,714, expenses of $65,839 and total assets of $177,630 at year end.

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