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Arts, Culture, Humanities : Libraries, Historical Societies and Landmark Preservation

Virginia Historical Society

Home for history

three stars

89.55

428 North Boulevard Richmond, VA 23220
tel: (804) 358-4901   Web Site
EIN: 54-0419452

Board Leadership
John Nelson
Chairman

CEO
Jamie O. Bosket
President, CEO

  Score
(out of 100)
Rating
Overall Score & Rating 89.55 three stars
  Financial 85.53 three stars
  Accountability & Transparency 97.00 four stars
This rating was published 09/01/2018 and includes data from FY2017, the most recent 990 received at that time.

Founded in 1831, the mission of the Virginia Historical Society is to connect people to America's past through the unparalleled story of Virginia. By collecting, preserving, and interpreting the Commonwealth's history, we link past with present and inspire future generations. With education as our primary focus we offer public lectures, seminars, conferences and consulting services; publish teacher resource materials; conduct teacher training and recertification workshops both on- and off-site; arrange school and general group tours and activities; support scholarly research through an endowed fellowship program and minority internships; maintain a museum of changing, permanent, and traveling exhibitions, operate a research library, and a publications program that has functioned uninterrupted for more than 100 years.

Founded in 1831, the mission of the Virginia Historical Society is to connect people to America's past through the unparalleled story of Virginia. By collecting, preserving, and interpreting the Commonwealth's history, we link past with present and inspire future generations. With education as our primary focus we offer public lectures, seminars, conferences and consulting services; publish teacher resource materials; conduct teacher training and recertification workshops both on- and off-site; arrange school and general group tours and activities; support scholarly research through an endowed fellowship program and minority internships; maintain a museum of changing, permanent, and traveling exhibitions, operate a research library, and a publications program that has functioned uninterrupted for more than 100 years.

Financial

three stars

85.53

Accountability & Transparency

four stars

97.00

This rating was published 09/01/2018 and includes data from FY2017, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
75.7%
  Administrative Expenses 14.7%
  Fundraising Expenses 9.4%
  Fundraising Efficiency $0.18
  Working Capital Ratio (years) 5.05
  Program Expenses Growth 1.2%
  Liabilities to Assets 6.9%
All data for Financial Performance Metrics calculations was provided by Virginia Historical Society on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Virginia Historical Society on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Virginia Historical Society (VA) 89.55 three stars
Brooklyn Historical Society (NY) 85.44 three stars
Dayton History (OH) 92.22 four stars
The New-York Historical Society (NY) 94.67 four stars
Maryland Historical Society (MD) 86.88 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $3,956,880
   Federated Campaigns $0
   Membership Dues $336,062
   Fundraising Events $0
   Related Organizations $0
   Government Grants $28,019
Total Contributions $4,320,961
   Program Service Revenue $321,503
Total Primary Revenue $4,642,464
   Other Revenue $2,694,870
TOTAL REVENUE $7,337,334
   
EXPENSES  
   Program Expenses $6,452,641
   Administrative Expenses $1,409,322
   Fundraising Expenses $878,027
TOTAL FUNCTIONAL EXPENSES $8,739,990
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-1,402,656
   
Net Assets $86,094,489

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Programs $3,798,490 58.9%
Collections $1,579,312 24.5%
Research $1,074,839 16.7%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-06 09/01/2018 89.55 three stars
2016-06 03/01/2018 90.53 four stars
2015-06 12/01/2016 94.70 four stars
2014-06 06/01/2016 84.44 three stars
 
CN 2.0
2014-06 11/01/2015 87.41 three stars
2013-06 12/22/2014 88.84 three stars
2012-06 08/01/2013 79.79 two stars
2011-06 06/01/2012 90.28 four stars
2009-12 09/20/2011 79.93 two stars
 
CN 1.0
2009-12 05/01/2011 77.10 two stars
2008-12 06/01/2010 79.88 two stars
2007-12 12/17/2008 79.15 two stars
2006-12 02/01/2008 91.47 four stars
2005-12 12/15/2006 83.29 three stars
2004-12 01/01/2006 85.01 three stars
2003-12 02/01/2005 81.88 three stars
2002-12 12/01/2003 78.28 two stars
2001-12 02/05/2003 96.96 four stars
2000-12 10/15/2002 70.58 two stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 54-0419452
Name in IRS Master File VIRGINIA HISTORICAL SOCIETY
NTEE Code A80
NTEE Classification Historical Societies, Related Historical Activities
NTEE Type Arts, Culture and Humanities
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (62) Historical site, records or reenactment
(61) Library
(60) Museum, zoo, planetarium, etc.
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date September, 1941
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

Compensation % of Expenses Paid to Title
$67,012 0.76% Jamie O. Bosket President & CEO
Other Salaries of Note
$172,199 1.97% Paul A. Levengood Former President and CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Virginia Historical Society (VA) 89.55 three stars
Atlanta History Center (GA) 87.98 three stars
Vietnam Veterans Memorial Fund (VA) 87.20 three stars
Society of the Cincinnati (DC) 88.52 three stars
Indiana Historical Society (IN) 86.44 three stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Virginia Historical Society
428 North Boulevard
Richmond, VA 23220
tel: (804) 358-4901
EIN: 54-0419452

Mail donations to:
P.O. Box 7311
Richmond, VA 23221

Visit Web Site

Board Leadership

John Nelson
Chairman

CEO

Jamie O. Bosket
President, CEO

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