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

Old Dartmouth Historical Society/New Bedford Whaling Museum

Preserving whaling history

four stars

95.05

18 Johnny Cake Hill New Bedford, MA 02740
tel: (508) 997-0046   Web Site
EIN: 04-2104805

Board Leadership
Carol M. Taylor
Chair

CEO
James Russell
President

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 95.05 four stars
  Financial 93.69 four stars
  Accountability & Transparency 97.00 four stars
This rating was published 06/01/2017 and includes data from FY2015, the most recent 990 received at that time.

The Old Dartmouth Historical Society/New Bedford Whaling Museum was founded in 1903 to create and foster an interest in the history of the territory included in Old Dartmouth; promote historical research; and collect documents and relics and provide for their proper custody. The Society established the Whaling Museum in 1907 to tell the story of American whaling and to describe the role New Bedford played as the whaling capital of the world in the nineteenth century. Today, the Museum is the largest museum in America devoted to the history of the American whaling industry and its greatest port. Through exhibits, publications, and programs, the Museum brings to life the whaling era and the history of the local area.

The Old Dartmouth Historical Society/New Bedford Whaling Museum was founded in 1903 to create and foster an interest in the history of the territory included in Old Dartmouth; promote historical research; and collect documents and relics and provide for their proper custody. The Society established the Whaling Museum in 1907 to tell the story of American whaling and to describe the role New Bedford played as the whaling capital of the world in the nineteenth century. Today, the Museum is the largest museum in America devoted to the history of the American whaling industry and its greatest port. Through exhibits, publications, and programs, the Museum brings to life the whaling era and the history of the local area.

Financial

four stars

93.69

Accountability & Transparency

four stars

97.00

This rating was published 06/01/2017 and includes data from FY2015, 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)
78.3%
  Administrative Expenses 11.8%
  Fundraising Expenses 9.7%
  Fundraising Efficiency $0.08
  Working Capital Ratio (years) 6.48
  Program Expenses Growth 7.1%
  Liabilities to Assets 7.8%
All data for Financial Performance Metrics calculations was provided by Old Dartmouth Historical Society/New Bedford Whaling Museum on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Old Dartmouth Historical Society/New Bedford Whaling Museum on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Old Dartmouth Historical Society/New Bedford Whaling Museum (MA) 95.05 four stars
Senator John Heinz History Center- Historical Society of Western Pennsylvania (PA) 90.44 four stars
Atlanta History Center (GA) 87.14 three stars
Georgia Historical Society (GA) 91.20 four stars
Virginia Historical Society (VA) 94.70 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $2,657,811
   Federated Campaigns $0
   Membership Dues $168,885
   Fundraising Events $0
   Related Organizations $0
   Government Grants $529,400
Total Contributions $3,356,096
   Program Service Revenue $666,293
Total Primary Revenue $4,022,389
   Other Revenue $443,930
TOTAL REVENUE $4,466,319
   
EXPENSES  
   Program Expenses $3,273,886
   Administrative Expenses $385,263
   Fundraising Expenses $373,264
TOTAL FUNCTIONAL EXPENSES $4,032,413
   
Payments to Affiliates $0
Excess (or Deficit) for the year $433,906
   
Net Assets $29,944,680

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
Exhibits and Publications $1,582,231 48.3%
Educational Programming $1,513,801 46.2%
Member and Community Programs $177,854 5.4%

Ratings History
Old Dartmouth Historical Society/New Bedford Whaling Museum has received 3 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2015-12 06/01/2017 95.05 four stars
2014-12 06/01/2016 92.31 four stars
 
CN 2.0
2014-12 04/01/2016 90.46 four stars
2013-12 05/01/2015 93.21 four stars
2012-12 06/01/2014 87.54 three stars
2011-12 04/01/2013 91.47 four stars
2010-12 02/01/2012 82.34 three stars
2009-12 09/20/2011 81.20 three stars
 
CN 1.0
2009-12 04/01/2011 68.08 one star
2008-12 04/01/2010 63.84 one star
2007-12 05/01/2009 74.02 two stars
2006-12 11/01/2007 84.07 three stars
2005-12 10/01/2006 80.26 three stars
2004-12 12/01/2005 81.41 three stars
2003-12 02/01/2005 50.23 zero 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 04-2104805
Name in IRS Master File OLD DARTMOUTH HISTORICAL SOCIETY
NTEE Code A80
NTEE Classification Historical Societies, Related Historical Activities
NTEE Type Arts, Culture and Humanities
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (59) Other school related activities
(62) Historical site, records or reenactment
(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 April, 1932
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, 2015
  • December, 2014
  • December, 2013
  • December, 2012
  • December, 2011

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).

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Compensation % of Expenses Paid to Title
$150,501 3.73% James Russell President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Old Dartmouth Historical Society/New Bedford Whaling Museum (MA) 95.05 four stars
Western Reserve Historical Society (OH) 95.77 four stars
The Los Angeles Conservancy (CA) 90.88 four stars
Connecticut Historical Society (CT) 85.34 three stars
Society of the Cincinnati (DC) 88.56 three stars

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Charity Contact Info

Old Dartmouth Historical Society/New Bedford Whaling Museum
18 Johnny Cake Hill
New Bedford, MA 02740
tel: (508) 997-0046
fax: (508) 997-0018
EIN: 04-2104805

Visit Web Site

Board Leadership

Carol M. Taylor
Chair

CEO

James Russell
President

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