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

Nantucket Historical Association

Preserving and interpreting the history of Nantucket Island

three stars

84.34

15 Broad Street Nantucket, MA 02554
tel: (508) 228-1894   Web Site
EIN: 04-6003451

Board Leadership
Kelly Williams
President

CEO
James Russell
Executive Director

  Score
(out of 100)
Rating
Overall Score & Rating 84.34 three stars
  Financial 80.78 three stars
  Accountability & Transparency 89.00 three stars
This rating was published 05/01/2019 and includes data from FY2017, the most recent 990 received at that time.

The Nantucket Historical Association (NHA) tells the inspiring stories of Nantucket through its collections, programs, and properties.

The Nantucket Historical Association (NHA) tells the inspiring stories of Nantucket through its collections, programs, and properties.

Impact Information

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Financial

three stars

80.78

Accountability & Transparency

three stars

89.00

This rating was published 05/01/2019 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)
68.4%
  Administrative Expenses 20.1%
  Fundraising Expenses 11.3%
  Fundraising Efficiency $0.16
  Working Capital Ratio (years) 4.92
  Program Expenses Growth 4.5%
  Liabilities to Assets 0.6%
All data for Financial Performance Metrics calculations was provided by Nantucket Historical Association on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Nantucket Historical Association on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Nantucket Historical Association (MA) 84.34 three stars
Maryland Historical Society (MD) 86.03 three stars
The Los Angeles Conservancy (CA) 91.19 four stars
Dayton History (OH) 91.62 four stars
Robert E. Lee Memorial Association (VA) 85.47 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,391,607
   Federated Campaigns $0
   Membership Dues $488,479
   Fundraising Events $505,370
   Related Organizations $0
   Government Grants $0
Total Contributions $2,385,456
   Program Service Revenue $1,046,473
Total Primary Revenue $3,431,929
   Other Revenue $1,315,516
TOTAL REVENUE $4,747,445
   
EXPENSES  
   Program Expenses $3,748,291
   Administrative Expenses $1,135,984
   Fundraising Expenses $572,604
TOTAL FUNCTIONAL EXPENSES $5,456,879
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-709,434
   
Net Assets $41,548,272

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
Curatorial and Collection Care $1,834,286 48.9%
Education and Public Programs $1,160,101 31.0%
Research Library $753,904 20.1%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-12 05/01/2019 84.34 three stars
2016-12 05/01/2018 84.02 three stars
2015-12 05/01/2017 81.78 three stars
2014-12 06/01/2016 81.11 three stars
 
CN 2.0
2013-12 07/01/2015 85.30 three stars
2012-12 04/01/2014 77.63 two stars
2011-12 05/01/2013 88.98 three stars
2010-12 04/01/2012 77.51 two stars
2009-12 09/20/2011 86.09 three stars
 
CN 1.0
2009-12 06/01/2011 76.99 two stars
2008-12 06/01/2010 78.40 two stars
2007-12 07/01/2009 72.47 two stars
2006-12 06/01/2008 69.05 one star
2005-12 12/01/2006 74.23 two stars
2004-12 01/01/2006 68.94 one star
2003-12 11/01/2004 68.35 one star
2002-12 11/01/2003 59.47 one star
2001-12 02/05/2003 65.24 one star

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

EIN 04-6003451
Name in IRS Master File NANTUCKET HISTORICAL ASSOCIATION
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
Foundation Status Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes.  509(a)(2)
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 June, 1934
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
Compensation % of Expenses Paid to Title
$102,189 1.87% William Tramposch Co-Executive Director
Other Salaries of Note
$61,538 1.12% James Russell Co-Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Nantucket Historical Association (MA) 84.34 three stars
Oregon Historical Society (OR) 92.33 four stars
Society of the Cincinnati (DC) 88.37 three stars
Western Reserve Historical Society (OH) 93.03 four stars
Maryland Historical Society (MD) 86.03 three stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Nantucket Historical Association
15 Broad Street
Nantucket, MA 02554
tel: (508) 228-1894
fax: (508) 228-5618
EIN: 04-6003451

Mail donations to:
P.O. Box 1016
Nantucket, MA 02554

Visit Web Site

Board Leadership

Kelly Williams
President

CEO

James Russell
Executive Director

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