Old Dartmouth Historical Society
Old Dartmouth Historical Society
EIN: 04-2104805
as of November 2023
as of November 13, 2023
Programs and results
What we aim to solve
Our programs
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.
Where we work
External reviews

Our results
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
Reports and documents
Download strategic planHow we listen
Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.
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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
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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
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What challenges does the organization face when collecting feedback?
It is difficult to get the people we serve to respond to requests for feedback
Financials
Financial documents
Download audited financialsRevenue vs. expenses: breakdown
Liquidity in 2021 info
16.31
Months of cash in 2021 info
5.3
Fringe rate in 2021 info
18%
Funding sources info
Assets & liabilities info
Financial data
Old Dartmouth Historical Society
Revenue & expensesFiscal Year: Jan 01 - Dec 31
Old Dartmouth Historical Society
Balance sheetFiscal Year: Jan 01 - Dec 31
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: Jan 01 - Dec 31
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.
Created in partnership with
Business model indicators
Profitability info | 2017 | 2018 | 2019 | 2020 | 2021 |
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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 | |||||
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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 | |||||
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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 |
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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 |
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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
President & CEO
Amanda D. McMullen
Number of employees
Source: IRS Form 990
Old Dartmouth Historical Society
Officers, directors, trustees, and key employeesSOURCE: IRS Form 990
Compensation data
Old Dartmouth Historical Society
Highest paid employeesSOURCE: IRS Form 990
Compensation data
Old Dartmouth Historical Society
Board of directorsas of 10/31/2023
Board of directors data
Anthony Sapienza
Board leadership practices
GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.
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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
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
No data
Gender identity
No data
No data
Sexual orientation
No data
Disability
No data