2025-11-11T11:00:58-05:00 2024-12-31 810974967 Allan Smith & Company CPAs PC 2 Cabot Place Suite 8 Stoughton MA 02072 990 2024-01-01 042104805 Old Dartmouth Historical Society % Hardwick Simmons OLDD 5089970046 18 Johnny Cake Hill New Bedford MA 02740 HARDWICK SIMMONS Treasurer 5089970046 2025-10-21 true true ALLAN SMITH CPA P00825089 7742065553 2025-11-11 2024 2025-03-06 01:10:19Z The New Bedford Whaling Museum 21175024 false X www.whalingmuseum.org X 1903 MA 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. 30 30 59 140 -401 0 5908387 16411604 1200014 1165318 542996 1160360 13016 -58300 7664413 18678982 0 0 2738009 3036832 0 727325 3671788 3556393 6409797 6593225 1254616 12085757 38197196 51317862 1198335 1194609 36998861 50123253 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. false false 2779979 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. 1705777 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. 593377 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. 5079133 true true false false false false false true false true true false false false true false true false false false false false false false false false false false false true false false false false false false false false true true false false false false false false false false true 121 0 true 59 true true true false false false true true true true false false false false false false false false X 30 30 false false false false false false false true true false false true true true true true true true true false MA X X X Michelle Taylor Chief Admin CFO 5089970046 18 Johnny Cake Hill New Bedford MA 02740 X Amanda McMullen President & Chief Executive Officer 40.00 0.00 X 315501 0 9465 Michelle Taylor Chief Administrative Officer & CFO 40.00 0.00 X 206484 0 27365 Naomi Slipp PhD Crocker Endowed Chair-Chief Curator 40.00 0.00 X 154529 0 42633 Emily Mead Chief Philanthropic Officer 40.00 0.00 X 136187 0 14409 Eugene Monteiro Trustee 2.00 0.00 X 0 0 0 Betsy Fallon Trustee 2.00 0.00 X 0 0 0 Mark Schmid Jr Trustee 2.00 0.00 X 0 0 0 David Gomes Trustee 2.00 0.00 X 0 0 0 Susan Costa Trustee 2.00 0.00 X 0 0 0 Margaret Howland Trustee 2.00 0.00 X 0 0 0 Edward Howland II Trustee 2.00 0.00 X 0 0 0 James Hughes Trustee 2.00 0.00 X 0 0 0 Michael Keating Trustee 2.00 0.00 X 0 0 0 Hon D Lloyd Macdonald Trustee 2.00 0.00 X 0 0 0 Ralph Martin II Esq Trustee 2.00 0.00 X 0 0 0 Gilbert Perry Trustee 2.00 0.00 X 0 0 0 Victoria Pope Trustee 2.00 0.00 X 0 0 0 Dana Rebeiro Trustee 2.00 0.00 X 0 0 0 Lucy Rose-Correia Trustee 2.00 0.00 X 0 0 0 Maria Rosario Trustee 2.00 0.00 X 0 0 0 Nancy Shanik Trustee 2.00 0.00 X 0 0 0 Michael Moore Trustee 2.00 0.00 X 0 0 0 Carol Taylor PhD Ex Officio MAC Chair 3.00 0.00 X 0 0 0 Tricia Schade Trustee 2.00 0.00 X 0 0 0 Lisa Whitney Trustee 2.00 0.00 X 0 0 0 Susan Wolkoff Trustee 2.00 0.00 X 0 0 0 Ellen Stone Trustee 2.00 0.00 X 0 0 0 Anthony Sapienza Chair 4.00 0.00 X X 0 0 0 Bernadette Souza Second Vice Chair 3.00 0.00 X X 0 0 0 Hardwick Simmons Treasurer 3.00 0.00 X X 0 0 0 Ricardo Bermudez Assistant Treasurer 3.00 0.00 X X 0 0 0 Paulina Rocha Arruda Clerk 3.00 0.00 X X 0 0 0 Douglas Crocker II First Vice Chair 3.00 0.00 X X 0 0 0 R Davis Webb Assistant Clerk 3.00 0.00 X X 0 0 0 812701 0 93872 4 false true false 217205 1144848 15049551 2736910 16411604 Admissions 711190 837590 837590 Event Ticket Sales 711190 44365 44365 Gift of AccessionLoans 711190 26306 26306 Royalties & User Rights 711190 5943 5943 Programming 711190 251114 251114 1165318 511684 511684 203812 230233 -26421 -26421 -26421 2518370 1869694 648676 648676 648676 0 356666 396115 -39449 -39048 -401 Miscellaneous 711190 7570 7570 7570 18678982 1107419 -401 1160360 X 812700 327477 270161 215062 1687263 1398265 131330 157668 63155 45070 13647 4438 262252 221414 45213 -4375 211462 159270 37497 14695 122739 74447 45492 2800 4650 4650 37692 37692 7800 7800 139037 136559 2478 22937 -199 20864 2272 64751 14831 49920 539590 501783 32328 5479 7222 2110 -50 5162 19310 5375 13476 459 4709 3626 1083 1049436 1009436 36000 4000 131275 127069 2186 2020 Exhibition Costs 42527 42527 Collection Acquisitions 51875 51875 Conservation 32790 32790 Student TransProgram Travel 127337 127337 1150716 798071 35000 317645 6593225 5079133 786767 727325 1618 1618 935573 4897867 2189930 8953197 1292921 1011091 138263 95010 170058 141509 34529983 19736481 14043520 14793502 18577693 20576362 847620 847706 38197196 51317862 226589 519705 682602 480937 155786 114534 133358 79433 1198335 1194609 X 28142269 29345679 8856592 20777574 36998861 50123253 38197196 51317862 12085757 1038635 0 X false true X true false X 4232832 5347167 5874820 5908387 16411604 37774810 4232832 5347167 5874820 5908387 16411604 37774810 8666267 29108543 241460 255661 442416 397148 511684 1848369 13028 116050 154904 222697 327728 834407 40457586 0.71950 0.68940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 18577693 910699 1977914 889944 20576362 16354325 796764 2285648 859044 18577693 19227421 395438 -2480698 787836 16354325 16964470 903799 2007088 647936 19227421 14714090 1507528 1414345 671493 16964470 0.66910 0.12650 0.20440 false false 857200 857200 31128378 17620130 13508248 2501395 2073341 428054 43010 43010 14793502 Custodian Funds 31510 Right-of-use Liabilities-Operating 47923 79433 20900901 1038635 556936 1595571 19305330 -626348 -626348 18678982 7776509 556936 556936 7219573 -626348 -626348 6593225 Part III, Line 1a-Text in footnote regarding SFAS 116 (ASC 958) In accordance with U.S generally accepted accounting principles (GAAP), the Collection, which were acquired through purchases and contributions since the Societys inception, are not recognized as assets on the Statement of Financial Position. Part III, Line 4-Description organizations collections The Society has been collecting historical artifacts, manuscripts, rare books, and photographs since 1903. Today, the Collection comprises over one million items. Collections include objects across a broad range of categories: fine and decorative art, folk art, photography, domestic artifacts, objects that represent the history of technology and industry, books, manuscripts, maps, and charts. Native and Indigenous material culture, clothing, and textiles, and extensive personal, business, and financial records. Collections relate to the Societys mission in one of two ways; either to regional histories or to ocean science and global maritime collections. Part V, Line 4-Intended uses of endowment funds The Societys endowment fund is generally donor restricted to support the preservation of the Collection and to provide specific operational support in accordance with donor stipulations. Part XI, Line 4b-Other revenue not included on Sch D but on 990 Adjustment for activities shown gross for audited financial statement reporting and netted for Federal Form 990 reporting. Part XII, Line 4b-Other expenses not included on Sch D but on 990 Adjustment for activities shown gross for audited financial statement reporting and netted for Federal Form 990 reporting. X X X false false false false false false false false false Amanda McMullen President & Chief Executive Officer 275000 40000 501 9465 324966 Michelle Taylor Chief Administrative Officer & CFO 182595 23889 27365 233849 Emily Mead Chief Philanthropic Officer 136187 14409 150596 Naomi Slipp PhD Crocker Endowed Chair-Chief Curator 132158 22371 42633 197162 X 23 0 Not valued-US GAAP X 0 X 20 2736910 FMV at date of gift X Contributed time-collecti 10718 Estimated fair value X Contributed time-support 816 Estimated fair value X Contributed time-digital 1505 Estimated fair value X Contributed goods 80 Estimated fair value false true false Form 990 governing body review Part VI line 11 The Treasurer is assigned the responsibility for the review and approval of the information and income tax filings at the direction of the Finance and Executive Committees. The Executive Committee of the Board of Trustees receives the complete package of required Federal and Commonwealth of Massachusetts information and income tax filings upon Treasurers approval and prior to filing with the respective Federal and State agencies. Conflict of interest policy compliance Part VI line 12c The Trustees of the Society provide self-declarations of possible conflicts of interest as part of their annual meeting responsibilities. Key employees provide an annual self-declaration as part of their annual performance appraisal. Potential conflicts identified are reviewed and approved if appropriate as part of the Board of Trustees routine responsibilities. CEO executive director top management comp Part VI line 15a The Executive Committee of the Board of Trustees performs an informal review of salaries of the Chief Executive Officer for comparable responsibilities in like size museums and other similar institutions within the community. Discussions are documented as part of the recording of the minutes of the Board of Trustees including their formal approval of the adjusted compensation and benefits. Other officer or key employee compensation Part VI line 15b The Executive Committee of the Board of Trustees performs an informal review of salaries of key managers for comparable responsibilities in like size museums and other similar institutions within the community. Discussions are documented as part of the recording of the minutes of the Board of Trustees including their formal approval of the adjusted compensation and benefits. Governing documents etc available to public Part VI line 19 The Society makes all Federal and Commonwealth of Massachusetts information and income tax filings available upon request. The Commonwealth of Massachusetts Attorney Generals office makes all corporate filings available at their web site upon filing. Other organizations make the Federal information and income tax filings available at their web sites. List of other fees for services expenses Part IX line 11g Federal and Commonwealth of Massachusetts compliance reporting fees. List of other expenses Part IX line 24e See detail of other expenses. Other expenses are a detailed breakout of the more significant of expenditures by functional basis and includes the reclassification of rental and museum store expenses to the Statement of Activities as required for the Federal Form 990 reporting. General explanation attachment The Audit and Risk Committee reviews and approves the auditor selection for recommendation to the Board of Trustees. Part XI Reconciliation of Net AssetsAdjustment for change in value of split interest agreements.