OLD DARTMOUTH HISTORICAL SOCIETY Charity Report

Public IRS 990 nonprofit record

OLD DARTMOUTH HISTORICAL SOCIETY

EIN 04-2104805 · Arts, Culture & Humanities (A800)

What they do

The Societys Mission is to Ignite Learning Through Explorations of Art, History, Science and Culture Rooted In The Stories of People, The Region and An International Seaport.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $77.00 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 leaders34 people are listed in the latest report.

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

Money made simple

27.19%of revenue went to mission work77.0% of expenses · Program services

3.89%of revenue went to fundraising11.0% of expenses

$35.30spent for every $100 of revenueRevenue covered expenses this year.

4.21%of revenue went to management and office costs11.9% of expenses

$7.78in assets for every $1 spent this yearSome assets cannot be spent right away.

87.9%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.

Pay context: The highest compensation shown in this filing is $324,966 for AMANDA MCMULLEN (PRESIDENT & CHIEF EXECUTIVE OFFICER). 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$18,678,982

Mission workProgram services$5,079,13327.19% of revenue77.0% of expenses

ManagementOffice and general costs$786,7674.21% of revenue11.9% of expenses

FundraisingAsking for donations$727,3253.89% of revenue11.0% of expenses

Revenue left after expensesReported annual surplus$12,085,75764.70% of revenueShown in gray on the chart

Total expenses$6,593,22535.30% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

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: 77.0% mission · 11.9% management · 11.0% fundraisingTotal expenses: 35.30% of revenue

2023Expense mix: 78.3% mission · 14.8% management · 6.9% fundraisingTotal expenses: 83.63% of revenue

2022Expense mix: 78.4% mission · 13.7% management · 7.9% fundraisingTotal expenses: 78.29% of revenue

2021Expense mix: 77.0% mission · 14.6% management · 8.4% fundraisingTotal expenses: 73.75% of revenue

2020Expense mix: 75.3% mission · 16.2% management · 8.5% fundraisingTotal expenses: 106.33% of revenue

2019Expense mix: 76.3% mission · 16.0% management · 7.7% fundraisingTotal expenses: 72.68% of revenue

2018Expense mix: 81.0% mission · 12.1% management · 6.9% fundraisingTotal expenses: 104.95% of revenue

2017Expense mix: 78.7% mission · 13.6% management · 7.8% fundraisingTotal expenses: 92.90% of revenue

Money in and money out

Revenue$18,678,982

Expenses$6,593,225

Annual surplus $12,085,757 Revenue was higher than expenses 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)$5,079,133 · 77.0% of expenses

Management and office costs$786,767 · 11.9% of expenses

Fundraising$727,325 · 11.0% of expenses

See all reported dollar amounts

Revenue$18,678,982

Expenses$6,593,225

Assets$51,317,862

Income$21,175,024

Contributions$16,411,604

Mission work (program services)$5,079,133

Fundraising$727,325

Management and general$786,767

Stocks and bonds$20,576,362

Accounting fees$37,692

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

AMANDA MCMULLENPRESIDENT & CHIEF EXECUTIVE OFFICER · 40 hrs/week $324,966Base $315,501 · Other $9,465

MICHELLE TAYLORCHIEF ADMINISTRATIVE OFFICER & CFO · 40 hrs/week $233,849Base $206,484 · Other $27,365

NAOMI SLIPP PHDCROCKER ENDOWED CHAIR-CHIEF CURATOR · 40 hrs/week $197,162Base $154,529 · Other $42,633

EMILY MEADCHIEF PHILANTHROPIC OFFICER · 40 hrs/week $150,596Base $136,187 · Other $14,409

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 (34)

AMANDA MCMULLENPRESIDENT & CHIEF EXECUTIVE OFFICER

MICHELLE TAYLORCHIEF ADMINISTRATIVE OFFICER & CFO

NAOMI SLIPP PHDCROCKER ENDOWED CHAIR-CHIEF CURATOR

EMILY MEADCHIEF PHILANTHROPIC OFFICER

SUSAN WOLKOFFTRUSTEE

SUSAN COSTATRUSTEE

RICARDO BERMUDEZASSISTANT TREASURER

RALPH MARTIN II ESQTRUSTEE

R DAVIS WEBBASSISTANT CLERK

PAULINA ROCHA ARRUDACLERK

LUCY ROSE-CORREIATRUSTEE

NANCY SHANIKTRUSTEE

TRICIA SCHADETRUSTEE

MICHAEL MOORETRUSTEE

MICHAEL KEATINGTRUSTEE

MARK SCHMID JRTRUSTEE

MARIA ROSARIOTRUSTEE

VICTORIA POPETRUSTEE

MARGARET HOWLANDTRUSTEE

LISA WHITNEYTRUSTEE

JAMES HUGHESTRUSTEE

HON D LLOYD MACDONALDTRUSTEE

HARDWICK SIMMONSTREASURER

GILBERT PERRYTRUSTEE

EUGENE MONTEIROTRUSTEE

ELLEN STONETRUSTEE

EDWARD HOWLAND IITRUSTEE

DOUGLAS CROCKER IIFIRST VICE CHAIR

DAVID GOMESTRUSTEE

DANA REBEIROTRUSTEE

CAROL TAYLOR PHDEX OFFICIO MAC CHAIR

BETSY FALLONTRUSTEE

BERNADETTE SOUZASECOND VICE CHAIR

ANTHONY SAPIENZACHAIR

About this charity

Recognized since: January 1932
Location: 18 JOHNNY CAKE HL, NEW BEDFORD, MA 02740-6317
County: Bristol
In care of: % HARDWICK SIMMONS
Primary officer: HARDWICK SIMMONS, Treasurer

How to reach them

WebsiteVisit the charity’s website Phone(508) 997-0046

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: ALLAN SMITH & COMPANY CPAS PC
NTEE classification: Arts, Culture & Humanities (A800)