PLATINUM2023

Old Dartmouth Historical Society

aka New Bedford Whaling Museum   |   New Bedford, MA   |  www.whalingmuseum.org
GuideStar Charity Check

Old Dartmouth Historical Society

EIN: 04-2104805


Mission

The New Bedford Whaling Museum ignites learning through explorations of art, history, science and culture rooted in the stories of people, the region and an international seaport.

Ruling year info

1932

President & CEO

Amanda D. McMullen

Main address

18 Johnny Cake Hill

New Bedford, MA 02740 USA

Show more contact info

EIN

04-2104805

Subject area info

Museums

Maritime museums

Historic preservation

Population served info

Children and youth

Adults

NTEE code info

Museum & Museum Activities (A50)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms

Communication

Programs and results

What we aim to solve

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Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Education

Currently the Museum offers 13 standards-based elementary and middle school programs designed to enhance student understanding of their shared heritage, cultural diversity, local history, ecology and marine science. All programs are certified to address Massachusetts Department of Education Curriculum/ Common Core Frameworks and National Science Standards.

The Museum’s High School Apprenticeship Program is designed to help economically disadvantaged New Bedford students graduate from high school and go on to college, a trade school, or the military while providing valuable life skills and work experience. Of the 36 students who have completed the program since its inception in 2010, 100% graduated high school and 100% were accepted into college. The program has continued to evolve since 2010 and will expand in the next year to increase the Museum’s impact on local youth.

The Museum has delivered educational services to the Greater New Bedford region since 1903. One hundred forty volunteers, including 80 Docents, support a staff of 28, working under the direction of a diverse community-based Board of Trustees of 30. Evolving from traditional museum exhibits to curriculum-correlated field trips, to interactive online learning experiences, the Museum's education offerings increase their impact on students and on the teaching in local schools each year.

New and redesigned educational initiatives allow the Museum to fulfill its goal of improving outcomes from elementary and middle school programs. These improvements will help the Museum better serve students and teachers in the New Bedford region, and beyond who currently participate in our programs, and also attract new school groups.

The recommendations for change came out of deep conversations with and feedback from community partners, teachers and educators from across the region, administrators in the New Bedford Public School system and civic leaders. As State and Federal education reform efforts focus on core reading and math skills, the role of third party education providers like the Museum is changing. The Museum has increased its commitment to providing deeper learning: research, writing and digital media creation skill development and teacher training, to supplement the more focused school programs.

Population(s) Served
Children and youth

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Total number of free admissions

This metric is no longer tracked.
Totals By Year
Related Program

Education

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

2020 COVID-19 Shut down and capacity limit requirements dramatically reduced both paid and free admissions.

Total number of paid admissions

This metric is no longer tracked.
Totals By Year
Related Program

Education

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

2020 COVID-19 Shut down and capacity limit requirements dramatically reduced both paid and free admissions.

Percentage of students in the Museum's high school apprentice program who graduate from high school

This metric is no longer tracked.
Totals By Year
Related Program

Education

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Holding steady

Percentage of graduating students of the Museum's high school apprentice program who are accepted to college

This metric is no longer tracked.
Totals By Year
Related Program

Education

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Holding steady

Goals & Strategy

SOURCE: Self-reported by organization

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To inform the development of new programs/projects, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on demographics (e.g., race, age, gender, etc.), We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.), We act on the feedback we receive, We share the feedback we received with the people we serve

  • What challenges does the organization face when collecting feedback?

    It is difficult to get the people we serve to respond to requests for feedback

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2021 info

SOURCE: IRS Form 990

16.31

Average of 11.22 over 10 years

Months of cash in 2021 info

SOURCE: IRS Form 990

5.3

Average of 5.4 over 10 years

Fringe rate in 2021 info

SOURCE: IRS Form 990

18%

Average of 18% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Old Dartmouth Historical Society

Revenue & expenses

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Old Dartmouth Historical Society

Balance sheet

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

Old Dartmouth Historical Society

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

This snapshot of Old Dartmouth Historical Society’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

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Business model indicators

Profitability info 2017 2018 2019 2020 2021
Unrestricted surplus (deficit) before depreciation $3,143,754 -$337,136 $1,862,952 $2,015,131 $2,853,744
As % of expenses 87.8% -8.0% 50.4% 54.3% 69.8%
Unrestricted surplus (deficit) after depreciation $2,196,554 -$1,294,162 $861,658 $1,048,911 $1,892,935
As % of expenses 48.5% -24.9% 18.4% 22.4% 37.5%
Revenue composition info
Total revenue (unrestricted & restricted) $4,873,732 $4,946,703 $6,459,171 $4,398,959 $6,842,746
Total revenue, % change over prior year 15.7% 1.5% 30.6% -31.9% 55.6%
Program services revenue 19.8% 20.8% 14.7% 3.4% 11.2%
Membership dues 3.7% 3.8% 2.6% 2.9% 2.3%
Investment income 11.4% 3.1% 6.0% 5.5% 3.7%
Government grants 4.2% 8.3% 3.5% 13.7% 14.6%
All other grants and contributions 60.1% 52.4% 56.2% 79.6% 61.2%
Other revenue 0.7% 11.5% 16.9% -5.0% 6.9%
Expense composition info
Total expenses before depreciation $3,580,385 $4,234,575 $3,693,412 $3,711,276 $4,085,808
Total expenses, % change over prior year -21.0% 18.3% -12.8% 0.5% 10.1%
Personnel 50.8% 46.9% 55.3% 63.9% 54.9%
Professional fees 4.8% 5.7% 3.8% 4.0% 6.6%
Occupancy 12.0% 10.6% 12.3% 13.8% 16.3%
Interest 0.3% 0.1% 0.2% 0.0% 0.0%
Pass-through 0.0% 0.0% 0.0% 0.0% 0.0%
All other expenses 32.1% 36.7% 28.4% 18.3% 22.2%
Full cost components (estimated) info 2017 2018 2019 2020 2021
Total expenses (after depreciation) $4,527,585 $5,191,601 $4,694,706 $4,677,496 $5,046,617
One month of savings $298,365 $352,881 $307,784 $309,273 $340,484
Debt principal payment $554,853 $0 $0 $0 $0
Fixed asset additions $0 $0 $0 $0 $1,372,222
Total full costs (estimated) $5,380,803 $5,544,482 $5,002,490 $4,986,769 $6,759,323

Capital structure indicators

Liquidity info 2017 2018 2019 2020 2021
Months of cash 2.0 1.4 1.8 2.9 5.3
Months of cash and investments 49.0 36.2 49.7 57.8 61.8
Months of estimated liquid unrestricted net assets 38.6 29.0 38.1 44.5 44.7
Balance sheet composition info 2017 2018 2019 2020 2021
Cash $586,159 $483,352 $568,519 $901,847 $1,815,507
Investments $14,048,572 $12,295,848 $14,714,090 $16,964,470 $19,227,421
Receivables $848,916 $614,331 $1,606,780 $1,064,538 $763,470
Gross land, buildings, equipment (LBE) $28,198,262 $29,143,494 $29,516,071 $29,646,692 $31,018,914
Accumulated depreciation (as a % of LBE) 45.3% 47.1% 49.9% 52.9% 53.7%
Liabilities (as a % of assets) 3.3% 3.4% 3.3% 3.9% 3.5%
Unrestricted net assets $26,945,744 $25,651,582 $26,513,240 $27,562,151 $29,455,086
Temporarily restricted net assets $2,177,451 $1,353,670 N/A N/A N/A
Permanently restricted net assets $1,631,684 $1,532,217 N/A N/A N/A
Total restricted net assets $3,809,135 $2,885,887 $4,974,679 $5,110,881 $6,450,472
Total net assets $30,754,879 $28,537,469 $31,487,919 $32,673,032 $35,905,558

Key data checks

Key data checks info 2017 2018 2019 2020 2021
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Letter of Determination is not available for this organization
Form 1023/1024 is not available for this organization

President & CEO

Amanda D. McMullen

Number of employees

Source: IRS Form 990

Old Dartmouth Historical Society

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
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Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

Old Dartmouth Historical Society

Highest paid employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of highest paid employee data for this organization

Old Dartmouth Historical Society

Board of directors
as of 10/31/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Anthony Sapienza

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 8/23/2021

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Female, Not transgender (cisgender)

Race & ethnicity

No data

Gender identity

No data

 

No data

Sexual orientation

No data

Disability

No data