Dedham Historical Society

EIN: 042152664 501(c)(3)

Dedham, MA

Total Revenue
$163,881
Total Expenses
$236,968
Total Assets
$7,188,973
Net Assets
$7,190,868
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1859
Legal Domicile
MA
Tax Period
2023-01-01 to 2023-12-31

Dedham Historical Society, founded in 1859, is a small nonprofit that reported $164K in total revenue in fiscal year 2023. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $237K exceeded revenue, resulting in a 45% operating deficit.

Mission

LOCAL COMMUNITY HISTORICAL SOCIETY, OPERATION OF A HISTORICAL SOCIETY BUILDING, MUSEUM, AND LIBRARY. PROGRAMS INCLUDE EXHIBITS, LECTURES, SEMINARS, WORKSHIPS, BI-MONTHLY NEWSLETTERS, SCHOOL PROGRAMS AND GENERAL COMMUNITY

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $165,844
Program Service Revenue $0
Investment Income $-6,608
Other Revenue $4,645
TOTAL REVENUE $163,881

Expense Breakdown

Grants Paid $0
Salaries & Benefits $155,457
Fundraising Expenses $26,904
Program Expenses $165,681
Other Expenses $81,511
TOTAL EXPENSES $236,968

Year-over-Year Comparison

2023 2022 Change
Revenue $163,881 $205,362 -0.2%
Expenses $236,968 $281,084 -0.2%
Net Income $-73,087 $-75,722 0.0%
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

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Governance

Voting Members
15
Independent Members
15
Employees
7
Volunteers
N/A

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
1
$80,951
Total Directors
14
$0
Key Employees
1
$80,951
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHANNA MCBRIEN EXECUTIVE DIRECTOR 0.00
Officer Key Emp Highest
$80,951 $0 $80,951
JOHN HEFFERNAN DIRECTOR 0.00
Director
$0 $0 $0
ALEXANDER K LEITH DIRECTOR 0.00
Director
$0 $0 $0
STEPHEN K BRAYTON VICE PRESIDENT 0.00
Director
$0 $0 $0
MARYELLEN DONAHUE DIRECTOR 0.00
Director
$0 $0 $0
JOHN TOCCI DIRECTOR 0.00
Director
$0 $0 $0
JONATHAN BRIGGS DIRECTOR 0.00
Director
$0 $0 $0
SHARNA BORSELLINO DIRECTOR 0.00
Director
$0 $0 $0
JAMES D KAUFMAN PRESIDENT 0.00
Director
$0 $0 $0
CARL JAY DIRECTOR 0.00
Director
$0 $0 $0
DAN HART DIRECTOR 0.00
Director
$0 $0 $0
KAREN DURHAM DIRECTOR 0.00
Director
$0 $0 $0
JOAN PAGLIUCA CLERK 0.00
Director
$0 $0 $0
KEVIN PRESTON TREASURER 0.00
Director
$0 $0 $0
HEDI FIELDSTON DIRECTOR 0.00
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 $163,881 $236,968 $7,188,973 $-73,087
2022 $205,362 $281,084 $7,121,464 $-75,722
2021 $191,196 $220,320 $7,425,438 $-29,124
2020 $417,829 $222,455 $7,355,006 $195,374
2019 $231,289 $162,052 $7,195,822 $69,237
2018 $145,654 $197,430 $6,981,827 $-51,776
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