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

The Massachusetts Historical Society

An independent research library founded in 1791

three stars

89.33

1154 Boylston Street Boston, MA 02215
tel: (617) 536-1608   Web Site
EIN: 04-2108374

Board Leadership
Paul W. Sandman
Chair

CEO
Catherine Allgor
President

  Score
(out of 100)
Rating
Overall Score & Rating 89.33 three stars
  Financial 84.92 three stars
  Accountability & Transparency 100.00 four stars
This rating was published 11/01/2020 and includes data from FY2019, the most recent 990 received at that time.

Founded in 1791, the Massachusetts Historical Society (MHS) is an independent research library and manuscript repository. Its holdings encompass millions of rare and unique documents and artifacts vital to the study of American history, many of them irreplaceable national treasures. In the two centuries since the founding of the MHS, its mission has remained constant: to collect, preserve, make accessible, and communicate manuscripts that promote the study of Massachusetts and the nation. The institution today encompasses five programmatic areas: library, publications, research programs, The Adams Papers, and education and public programming.

Founded in 1791, the Massachusetts Historical Society (MHS) is an independent research library and manuscript repository. Its holdings encompass millions of rare and unique documents and artifacts vital to the study of American history, many of them irreplaceable national treasures. In the two centuries since the founding of the MHS, its mission has remained constant: to collect, preserve, make accessible, and communicate manuscripts that promote the study of Massachusetts and the nation. The institution today encompasses five programmatic areas: library, publications, research programs, The Adams Papers, and education and public programming.

Financial

three stars

84.92

Accountability & Transparency

four stars

100.00

This rating was published 11/01/2020 and includes data from FY2019, 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)
68.2%
  Administrative Expenses 24.6%
  Fundraising Expenses 7.0%
  Fundraising Efficiency $0.15
  Working Capital Ratio (years) 12.81
  Program Expenses Growth 5.2%
  Liabilities to Assets 2.1%
All data for Financial Performance Metrics calculations was provided by The Massachusetts Historical Society on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by The Massachusetts Historical Society on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
The Massachusetts Historical Society (MA) 89.33 three stars
Virginia Historical Society (VA) 87.03 three stars
The Explorers Club (NY) 88.52 three stars
United States Capitol Historical Society (DC) 89.27 three stars
The Los Angeles Conservancy (CA) 90.14 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $2,302,581
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $291,821
   Related Organizations $0
   Government Grants $236,500
Total Contributions $2,830,902
   Program Service Revenue $155,392
Total Primary Revenue $2,986,294
   Other Revenue $3,558,192
TOTAL REVENUE $6,544,486
   
EXPENSES  
   Program Expenses $4,705,986
   Administrative Expenses $2,022,359
   Fundraising Expenses $537,230
TOTAL FUNCTIONAL EXPENSES $7,265,575
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-721,089
   
Net Assets $100,868,434

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
Library $4,705,986 100.0%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-06 11/01/2020 89.33 three stars
2018-06 09/03/2019 90.85 four stars
2017-06 12/01/2018 83.10 three stars
2016-06 02/01/2018 85.00 three stars
2015-06 12/01/2016 84.58 three stars
2014-06 06/01/2016 90.24 four stars
 
CN 2.0
2014-06 11/01/2015 90.96 four stars
2013-06 11/01/2014 91.01 four stars
2012-06 12/01/2013 90.79 four stars
2011-06 09/01/2012 85.80 three stars
2010-06 12/01/2011 96.30 four stars
2009-06 09/20/2011 88.52 three stars
 
CN 1.0
2009-06 10/01/2010 79.01 two stars
2008-06 10/01/2009 82.35 three stars
2007-06 08/01/2008 76.25 two stars
2006-06 04/01/2008 70.15 two stars
2005-06 05/01/2006 86.59 three stars
2004-06 11/01/2005 95.41 four 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 04-2108374
Name in IRS Master File MASSACHUSETTS HISTORICAL SOCIETY
NTEE Code A80
NTEE Classification Historical Societies, Related Historical Activities
NTEE Type Arts, Culture and Humanities
Classification Literary Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (62) Historical site, records or reenactment
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, 1942
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, 2018
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
Compensation % of Expenses Paid to Title
$261,003 3.59% Catherine Allgor President

Highly Rated

Charity Name & State Overall Score Overall Rating
The Massachusetts Historical Society (MA) 89.33 three stars
The Filson Historical Society (KY) 88.31 three stars
Minnesota Historical Society (MN) 87.67 three stars
The Explorers Club (NY) 88.52 three stars
New England Historic Genealogical Society and American Ancestors (MA) 88.73 three stars

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Charity Contact Info

The Massachusetts Historical Society
1154 Boylston Street
Boston, MA 02215
tel: (617) 536-1608
fax: (617) 859-0074
EIN: 04-2108374

Visit Web Site

Board Leadership

Paul W. Sandman
Chair

CEO

Catherine Allgor
President

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