Old Dartmouth Historical Society

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1903

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Old Dartmouth Historical Society, founded in 1903, is a community nonprofit in the Arts, Culture & Humanities sector that reported $7.7M in total revenue in fiscal year 2023. The organization ran a surplus of $1.3M, a strong 16% operating margin.

Mission

The Societys mission is to ignite learning through explorations of art, history, science and culture rooted in the stories of people, the region and an international seaport.

Program Service Accomplishments

Program 1

Expenses: $2,529,461

Exhibitions related to the whaling history, whale ecology, fine and decorative arts, and the history of the Old Dartmouth region that inspire visitors to reflect on the complex issues that shaped the past and remain relevant today. Scholarship, publications and web content that showcase exceptional research and communicate the Museums mission to a worldwide audience. Collections management that includes conservation, preservation, record keeping, loans and acquisitions of artifacts in the Museum collections, which are integral to the Museums mission and storytelling.

Program 2

Expenses: $1,870,694

Educational programming in the subjects of whaling history, ocean science, whale biology, art history, and the history of the Old Dartmouth Region that provide a meaningful experience for students...

Educational programming in the subjects of whaling history, ocean science, whale biology, art history, and the history of the Old Dartmouth Region that provide a meaningful experience for students, educators, scholars and enthusiasts and foster a community of lifelong learning.

Program 3

Expenses: $615,913

Member and community programs that engage the public in the mission of the Society. Library and research operations that provide resources for the public in their pursuit of information about the...

Member and community programs that engage the public in the mission of the Society. Library and research operations that provide resources for the public in their pursuit of information about the history of the whaling industry, City of New Bedford, Massachusetts and related subjects.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,908,387

Program Service Revenue $1,200,014

Investment Income $542,996

Other Revenue $13,016

TOTAL REVENUE $7,664,413

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,738,009

Fundraising Expenses $445,180

Program Expenses $5,016,068

Other Expenses $3,671,788

TOTAL EXPENSES $6,409,797

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,664,413	$7,707,275	0.0%
Expenses	$6,409,797	$6,034,336	+0.1%
Net Income	$1,254,616	$1,672,939	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

120

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

$510,055

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Amanda McMullen	President & Chief Executive O	40.00	Highest	$300,501	$9,015	$309,516
Michelle Taylor	Chief Administrative Officer	40.00	Key Emp	$165,712	$19,171	$184,883
Naomi Slipp PhD	Crocker Endowed Chair-Chief C	40.00	Key Emp	$153,431	$24,394	$177,825
Emily Mead	Director of Philanthropy	40.00	Key Emp	$136,321	$11,026	$147,347
Maria Rosario	Trustee	2.00	Director	$0	$0	$0
Brian Rothschild PhD	Trustee	2.00	Director	$0	$0	$0
Nancy Shanik	Trustee	2.00	Director	$0	$0	$0
Victoria Pope	Trustee	2.00	Director	$0	$0	$0
Dana Rebeiro	Trustee	2.00	Director	$0	$0	$0
Lucy Rose-Correia	Trustee	2.00	Director	$0	$0	$0
Michael Moore	Trustee	2.00	Director	$0	$0	$0
Lisa Whitney	Trustee	2.00	Director	$0	$0	$0
Susan Wolkoff	Trustee	2.00	Director	$0	$0	$0
David Wright	Trustee	2.00	Director	$0	$0	$0
Carol Taylor PhD	Ex Officio MAC Chair	3.00	Director	$0	$0	$0
R Davis Webb	Trustee	2.00	Director	$0	$0	$0
Alison Wells	Trustee	2.00	Director	$0	$0	$0
Gilbert Perry	Trustee	2.00	Director	$0	$0	$0
Susan Costa	Trustee	2.00	Director	$0	$0	$0
Margaret Howland	Trustee	2.00	Director	$0	$0	$0
David Gomes	Trustee	2.00	Director	$0	$0	$0
Eugene Monteiro	Trustee	2.00	Director	$0	$0	$0
Christina Bascom	Trustee	2.00	Director	$0	$0	$0
Ralph Martin II Esq	Trustee	2.00	Director	$0	$0	$0
Hon D Lloyd Macdonald	Trustee	2.00	Director	$0	$0	$0
James Hughes	Trustee	2.00	Director	$0	$0	$0
Edward Howland II	Trustee	2.00	Director	$0	$0	$0
Betsy Fallon	Trustee	2.00	Director	$0	$0	$0
Hardwick Simmons	Treasurer	3.00	Officer Director	$0	$0	$0
Anthony Sapienza	Chair	4.00	Officer Director	$0	$0	$0
Bernadette Souza	Second Vice Chair	3.00	Officer Director	$0	$0	$0
Ricardo Bermudez	Assistant Treasurer	3.00	Officer Director	$0	$0	$0
John Garfield Jr	Assistant Clerk	3.00	Officer Director	$0	$0	$0
Douglas Crocker II	First Vice Chair	3.00	Officer Director	$0	$0	$0
Paulina Rocha Arruda	Clerk	3.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$7,664,413	$6,409,797	$38,197,196	$1,254,616
2022	$7,707,275	$6,034,336	$35,212,037	$1,672,939
2021	$6,842,746	$5,046,617	$37,202,862	$1,796,129
2020	$4,398,959	$4,677,496	$34,006,057	$-278,537
2019	$6,459,171	$4,694,706	$32,558,986	$1,764,465
2018	$4,946,703	$5,191,601	$29,554,126	$-244,898