VERMONT HISTORICAL SOCIETY Charity Report

Public IRS 990 nonprofit record

VERMONT HISTORICAL SOCIETY

EIN 03-0179602 · Arts, Culture & Humanities (A82Z)

What they do

THE VERMONT HISTORICAL SOCIETY ENGAGES BOTH VERMONTERS and "VERMONTERS-AT- HEART" ON THE EXPLORATION of OUR STATES RICH HERITAGE. OUR PURPOSE is to REACH A BROAD AUDIENCE THROUGH OUR OUTSTANDING COLLECTIONS, STATEWIDE OUTREACH, and DYNAMIC PROGRAMMING. WE BELIEVE THAT AN UNDERSTANDING of THE PAST CHANGES LIVES and BUILDS BETTER COMMUNITIES.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $61.10 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders28 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

68.65%of revenue went to mission work61.1% of expenses · Program services

12.35%of revenue went to fundraising11.0% of expenses

$112.39spent for every $100 of revenueSpending was higher than revenue this year.

31.39%of revenue went to management and office costs27.9% of expenses

$3.54in assets for every $1 spent this yearSome assets cannot be spent right away.

79.4%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $303,896 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $172,308 for STEPHEN PERKINS (EXEC. DIR/SE). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$2,452,069

Mission workProgram services$1,683,40068.65% of revenue61.1% of expenses

ManagementOffice and general costs$769,75631.39% of revenue27.9% of expenses

FundraisingAsking for donations$302,80912.35% of revenue11.0% of expenses

Total expenses$2,755,965112.39% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 61.1% mission · 27.9% management · 11.0% fundraisingTotal expenses: 112.39% of revenue

2023Expense mix: 58.7% mission · 29.3% management · 12.1% fundraisingTotal expenses: 89.43% of revenue

2022Expense mix: 64.3% mission · 29.0% management · 6.7% fundraisingTotal expenses: 105.40% of revenue

2021Expense mix: 72.4% mission · 17.6% management · 10.1% fundraisingTotal expenses: 73.60% of revenue

2020Expense mix: 82.0% mission · 12.1% management · 5.9% fundraisingTotal expenses: 88.95% of revenue

2019Expense mix: 78.9% mission · 15.4% management · 5.8% fundraisingTotal expenses: 110.29% of revenue

2018Expense mix: 80.1% mission · 15.2% management · 4.7% fundraisingTotal expenses: 114.18% of revenue

2017Expense mix: 62.9% mission · 29.6% management · 7.5% fundraisingTotal expenses: 59.76% of revenue

Money in and money out

Revenue$2,452,069

Expenses$2,755,965

Annual shortfall $303,896 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$1,683,400 · 61.1% of expenses

Management and office costs$769,756 · 27.9% of expenses

Fundraising$302,809 · 11.0% of expenses

See all reported dollar amounts

Revenue$2,452,069

Expenses$2,755,965

Assets$9,748,275

Income$2,531,066

Contributions$1,946,153

Mission work (program services)$1,683,400

Fundraising$302,809

Management and general$769,756

Stocks and bonds$2,923,903

Accounting fees$22,700

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

STEPHEN PERKINSEXEC. DIR/SE · 40 hrs/week $172,308Base $135,997 · Other $36,311

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (28)

STEPHEN PERKINSEXEC. DIR/SE

KATHLEEN OCONNORTRUSTEE

VICTOR HENNINGSENTRUSTEE

STEPHEN KIDDERTRUSTEE

SARAH COPELAND-HANZASEX OFFICIO T

ROGER STONE UNTIL AUG 2024TRUSTEE

RANDOLPH D BROCKTRUSTEE

PETER GRIFFINVICE PRESIDE

PETER GILBERTTRUSTEE

PENROSE JACKSONTRUSTEE

MOLLY BURKETRUSTEE

MICHAEL MCRAITHTRUSTEE

MELODY BROOK MACKINTRUSTEE

MELINDA MOULTONTRUSTEE

ALLISON BELISLETRUSTEE

KATE LALLEYTRUSTEE

JANET ANCELTRUSTEE

JAN ALBERSPRESIDENT

DONALD MILLERTRUSTEE

DICK MCCORMACKTRUSTEE

DAWN SCHNEIDERMANVICE PRES./T

DAVID AUSTINTRUSTEE

CATHERINE DELNEOEX OFFICIO T

CARL LISMANTRUSTEE

CARA ZIMMERMANTRUSTEE

BRIAN LINDNERTRUSTEE

BARBARA MIEDERHONORARY TRU

ANTHONY MARROTRUSTEE

About this charity

Recognized since: January 1943
Location: 60 WASHINGTON ST, BARRE, VT 05641-4209
County: Washington
In care of: STEPHEN PERKINS
Primary officer: STEPHEN PERKINS, EXEC. DIR/SECRETARY

How to reach them

WebsiteVisit the charity’s website Emailinfo@vermonthistory.org Phone(802) 479-8500

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: JMM & ASSOCIATES PC
NTEE classification: Arts, Culture & Humanities (A82Z)