BARRE HISTORICAL SOCIETY INC Charity Report

Public IRS 990 nonprofit record

BARRE HISTORICAL SOCIETY INC

EIN 04-6068928 · Historical Societies & Historic Preservation (A82)

What they do

THE BARRE HISTORICAL SOCIETY WAS STARTED IN 1909 and HAS BEEN A PUBLIC CHARITY SINCE 1964. THE BOARD of DIRECTORS is MADE UP of DIVERSE INDIVIDUALS SUCH AS TEACHERS, FARMERS and BUSINESS PEOPLE. THERE ARE NO DISQUALIFIED INDIVIDUALS. THE ORGANIZATION PRESERVES, PROTECTS, INTERPRETS, DISPLAYS and RESTORES RARE HISTORICAL ARTIFACTS and DOCUMENTS for THE EDUCATION of THE GENERAL PUBLIC. ITS PUBLIC PROGRAMS PROVIDE EDUCATION ABOUT THE HISTORY of BARRE, MA and SURROUNDING TOWNS IN THE STATE of MASSACHUSETTS. THE ORGANIZATION PROVIDES A PLACE for STUDY and RESEARCH for WRITERS and EDUCATORS. THE ORGANIZATION RECEIVES ITS SUPPORT FROM THE GENERAL PUBLIC, TRUSTS and PRIVATE FOUNDATIONS THROUGH DONATIONS and MEMBERSHIPS. THE ORGANIZATION SOLICITS DONATIONS FROM LOCAL BUSINESSES and THE GENERAL PUBLIC THROUGH LETTERS, POSTCARDS THROUGH PUBLIC PROGRAMS. MEMBERS of THE ORGANIZATION ATTEND AN ANNUAL CEMETERY EVENT IN ORDER to RECEIVE SUPPORT FROM A LOCAL TRUST. THE ORGANIZATION DOES NOT SUPPORT O

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $36.10 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 leaders10 people are listed in the latest report.

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

Money made simple

37.42%of revenue went to mission work36.1% of expenses · Program services

$103.54spent for every $100 of revenueSpending was higher than revenue this year.

66.12%of revenue went to management and office costs63.9% of expenses

$11.10in assets for every $1 spent this yearSome assets cannot be spent right away.

71.3%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 $1,933 this year. Ask whether that was planned or caused by a one-time event.

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$54,601

Mission workProgram services$20,43137.42% of revenue36.1% of expenses

ManagementOffice and general costs$36,10366.12% of revenue63.9% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$56,534103.54% 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: 36.1% mission · 63.9% management · 0.0% fundraisingTotal expenses: 103.54% of revenue

2023Expense mix: 35.6% mission · 64.4% management · 0.0% fundraisingTotal expenses: 48.65% of revenue

2022Expense mix: 26.6% mission · 73.4% management · 0.0% fundraisingTotal expenses: 78.43% of revenue

2021Expense mix: 32.8% mission · 67.2% management · 0.0% fundraisingTotal expenses: 31.04% of revenue

2020Expense mix: 36.1% mission · 0.0% management · 0.0% fundraisingTotal expenses: 105.42% of revenue

2019Expense mix: 27.5% mission · 0.0% management · 0.0% fundraisingTotal expenses: 166.34% of revenue

2018Expense mix: 29.7% mission · 0.0% management · 0.0% fundraisingTotal expenses: 169.60% of revenue

2017Expense mix: 33.2% mission · 66.8% management · 0.0% fundraisingTotal expenses: 15.52% of revenue

Money in and money out

Revenue$54,601

Expenses$56,534

Annual shortfall $1,933 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)$20,431 · 36.1% of expenses

Management and office costs$36,103 · 63.9% of expenses

See all reported dollar amounts

Revenue$54,601

Expenses$56,534

Assets$627,600

Income$59,601

Contributions$38,949

Mission work (program services)$20,431

Management and general$36,103

Stocks and bonds$261,778

Accounting fees$700

Investing fees$2,063

People

Leadership and board

Tax year 2024

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

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (10)

CHRISTOPHER HIGGINSDIRECTOR

DAVID FLICKASSISTANT TR

EILEEN BOHIGIANCURATOR

JAMES VAN WERTDIRECTOR

JOSEPH HOODTREASURER

KAY POTTER FLICKSECRETARY

KELLEE MURPHYDIRECTOR

LUCY ALLENHISTORIAN

STEPHANIE YOUNGVICE PRESIDE

W ROBERT BENTLEYPRESIDENT

About this charity

Recognized since: January 1964
Location: PO BOX 755, BARRE, MA 01005
County: Worcester
In care of: JOSEPH HOOD
Primary officer: JOSEPH HOOD, TREASURER

How to reach them

Phone(978) 355-4040

Filing and classification

Latest tax year: 2024
Tax period began: April 1, 2024
Return type: 990
Tax preparer: BRUCE COFFIN CPA INC
NTEE classification: Historical Societies & Historic Preservation (A82)
IRS tax category: Historical Societies & Historic Preservation