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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

97.75

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

Board Leadership
Anthony R. Sapienza
Chair

CEO
Amanda D. McMullen
President, CEO

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 97.75 four stars
  Financial 98.94 four stars
  Accountability & Transparency 97.00 four stars
This rating was published 06/01/2018 and includes data from FY2016, the most recent 990 received at that time.

The mission of the Old Dartmouth Historical Society/New Bedford Whaling Museum is to educate and interest all the public in the historic interaction worldwide of humans with whales; in history of Old Dartmouth and adjacent communities; and in regional maritime activity. To accomplish this the Society shall collect, preserve and interpret the artifacts and documentary evidence of these endeavors; maintain a whaling, maritime and local history museum, maintain a library; promote and disseminate historical research; and accept historical sites where appropriate.

The mission of the Old Dartmouth Historical Society/New Bedford Whaling Museum is to educate and interest all the public in the historic interaction worldwide of humans with whales; in history of Old Dartmouth and adjacent communities; and in regional maritime activity. To accomplish this the Society shall collect, preserve and interpret the artifacts and documentary evidence of these endeavors; maintain a whaling, maritime and local history museum, maintain a library; promote and disseminate historical research; and accept historical sites where appropriate.

Financial

four stars

98.94

Accountability & Transparency

four stars

97.00

This rating was published 06/01/2018 and includes data from FY2016, 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)
81.3%
  Administrative Expenses 10.5%
  Fundraising Expenses 8.0%
  Fundraising Efficiency $0.09
  Working Capital Ratio (years) 5.99
  Program Expenses Growth 16.5%
  Liabilities to Assets 4.8%
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) 97.75 four stars
United States Capitol Historical Society (DC) 88.50 three stars
Dayton History (OH) 92.22 four stars
Humanities Texas (TX) 85.36 three stars
Connecticut Historical Society (CT) 85.24 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $2,417,211
   Federated Campaigns $0
   Membership Dues $167,602
   Fundraising Events $0
   Related Organizations $0
   Government Grants $448,356
Total Contributions $3,033,169
   Program Service Revenue $947,917
Total Primary Revenue $3,981,086
   Other Revenue $232,660
TOTAL REVENUE $4,213,746
   
EXPENSES  
   Program Expenses $4,635,599
   Administrative Expenses $536,413
   Fundraising Expenses $334,129
TOTAL FUNCTIONAL EXPENSES $5,506,141
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-1,292,395
   
Net Assets $28,902,198

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 $2,566,692 55.4%
Educational Programming $1,649,277 35.6%
Member and Community Programs $419,630 9.0%

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

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2016-12 06/01/2018 97.75 four stars
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, 2016
  • December, 2015
  • December, 2014
  • December, 2013
  • December, 2012

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
$160,501 2.91% James Russell President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Old Dartmouth Historical Society/New Bedford Whaling Museum (MA) 97.75 four stars
Georgia Historical Society (GA) 92.97 four stars
New England Historic Genealogical Society (MA) 87.92 three stars
Minnesota Historical Society (MN) 89.84 three stars
Senator John Heinz History Center- Historical Society of Western Pennsylvania (PA) 90.62 four stars

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This charity has an official representative registered with Charity Navigator.

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

Anthony R. Sapienza
Chair

CEO

Amanda D. McMullen
President, CEO

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