NEWPORT HISTORICAL SOCIETY Charity Report

Public IRS 990 nonprofit record

NEWPORT HISTORICAL SOCIETY

EIN 05-0264532 · Arts, Culture & Humanities (A82Z)

What they do

to COLLECT and PRESERVE THE ARTIFACTS, PHOTOGRAPHS, DOCUMENTS, PUBLICATIONS and GENEALOGICAL RECORDS THAT RELATE to THE HISTORY of NEWPORT COUNTY RI; to MAKE THESE MATERIALS READILY AVAILABLE for BOTH RESEARCH and ENJOYMENT; and to ACT AS A RESOURCE CENTER for THE EDUCATION of THE PUBLIC ABOUT THE HISTORY of NEWPORT COUNTY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $59.00 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 leaders21 people are listed in the latest report.

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

Money made simple

39.45%of revenue went to mission work59.0% of expenses · Program services

0.12%of revenue went to fundraising0.2% of expenses

$66.90spent for every $100 of revenueRevenue covered expenses this year.

27.33%of revenue went to management and office costs40.8% of expenses

$4.92in assets for every $1 spent this yearSome assets cannot be spent right away.

79.6%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 $170,186 for REBECCA BERTRAND (EXECUTIVE DIRECTOR). 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$2,928,348

Mission workProgram services$1,155,37739.45% of revenue59.0% of expenses

ManagementOffice and general costs$800,25827.33% of revenue40.8% of expenses

FundraisingAsking for donations$3,5160.12% of revenue0.2% of expenses

Revenue left after expensesReported annual surplus$969,19733.10% of revenueShown in gray on the chart

Total expenses$1,959,15166.90% 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: 59.0% mission · 40.8% management · 0.2% fundraisingTotal expenses: 66.90% of revenue

2023Expense mix: 69.8% mission · 30.0% management · 0.2% fundraisingTotal expenses: 50.64% of revenue

2022Expense mix: 48.7% mission · 50.9% management · 0.4% fundraisingTotal expenses: 134.70% of revenue

2021Expense mix: 22.5% mission · 77.0% management · 0.5% fundraisingTotal expenses: 77.61% of revenue

2020Expense mix: 25.4% mission · 74.2% management · 0.4% fundraisingTotal expenses: 91.74% of revenue

2018Expense mix: 65.3% mission · 27.9% management · 6.8% fundraisingTotal expenses: 80.26% of revenue

2016Expense mix: 66.5% mission · 23.8% management · 9.6% fundraisingTotal expenses: 80.45% of revenue

Money in and money out

Revenue$2,928,348

Expenses$1,959,151

Annual surplus $969,197 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)$1,155,377 · 59.0% of expenses

Management and office costs$800,258 · 40.8% of expenses

Fundraising$3,516 · 0.2% of expenses

See all reported dollar amounts

Revenue$2,928,348

Expenses$1,959,151

Assets$9,639,827

Income$3,816,685

Contributions$2,331,212

Mission work (program services)$1,155,377

Fundraising$3,516

Management and general$800,258

Stocks and bonds$5,232,165

Accounting fees$29,000

Investing fees$17,915

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

REBECCA BERTRANDEXECUTIVE DIRECTOR · 60 hrs/week $170,186Base $164,405 · Other $5,781

AKEIA DE BARROS GOMESBOARD MEMBER · 2 hrs/week $2,077

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 (21)

REBECCA BERTRANDEXECUTIVE DIRECTOR

AKEIA DE BARROS GOMESBOARD MEMBER

KAREN LLOYDBOARD MEMBER

WENDY DAVIDBOARD MEMBER

PAUL MCGREEVYBOARD MEMBER

PAM KELLEYBOARD MEMBER

NANCY PARKER WILSONBOARD MEMBER

NANCY CUSHING EVANSBOARD MEMBER

NANCY BRICKLEYTREASURER

LISA STUARTBOARD MEMBER

LEILA RAYBOARD MEMBER

KATHRYN STREATORBOARD MEMBER

JOANNA BAKER DE NEUFVILLEBOARD MEMBER

HARRIET HARRISBOARD MEMBER

ELIZABETH LEATHERMANBOARD MEMBER

DWIGHT SIPPRELLEVICE PRESIDENT

DOUGLAS NEWHOUSEPRESIDENT

DORIENNE FARZANBOARD MEMBER

DIANA PEARSONBOARD MEMBER

DANIEL BENSONBOARD MEMBER

ANNE HAMILTONSECRETARY

About this charity

Recognized since: January 1928
Location: 82 TOURO ST, NEWPORT, RI 02840-2931
County: Newport
In care of: % RUTH TAYLOR / DEBBIE 103
Primary officer: REBECCA BERTRAND, EXECUTIVE DIRECTOR

How to reach them

WebsiteVisit the charity’s website Phone(401) 846-0813

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: MULLEN SCORPIO & CERILLI
NTEE classification: Arts, Culture & Humanities (A82Z)