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Historical Society Of Old Newbury

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / Historical Societies, Related Historical Activities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$644k (2023)

Expenses
$340k (2023)

Total Assets
$2.97M (2023)

Total Liabilities
$13.1k (2023)

Source: Form 990 tax filings from 2012 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending March
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$644,231
Expenses
$339,845
Net Income
$304,386
Net Assets
$2,956,366
Notable Sources of Revenue Percent of Total Revenue
Contributions $548,663
85.2%
Program Services $22,979
3.6%
Investment Income $49,860
7.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $23,452
3.6%
Sales of Assets -$723
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $87,550
25.8%
Professional Fundraising Fees $0
Other Salaries and Wages $76,110
22.4%
Assets/Debt
Total Assets $2,969,438
Total Liabilities $13,072
Net Assets $2,956,366
Compensation
Key Employees and Officers Compensation Related Other
Bethany Groff Dorau (Executive Director) $85,000 $0 $2,550
Eric Svahn (Director) $0 $0 $0
Bob Watts (Director) $0 $0 $0
Paige Baumann (Director) $0 $0 $0
Monica Reuss (Director) $0 $0 $0
Wanda Blanchard (Director) $0 $0 $0
Alex Burke (Director) $0 $0 $0
Rebecca Brodish (Director) $0 $0 $0
Jane Wild (Director) $0 $0 $0
James Brugger (Director) $0 $0 $0
Tim Fountain (Director) $0 $0 $0
Dave Mack (Director) $0 $0 $0
Sally Chandler (Co President) $0 $0 $0
William Quigley (Co President) $0 $0 $0
Edward Ramsdell (Vice President) $0 $0 $0
Les Ferlazzo (Treasurer) $0 $0 $0
Nancy Thurlow (Corresponding Secretary) $0 $0 $0
Lois Walker Valeo (Recording Secretary) $0 $0 $0

Document Links

Fiscal Year Ending March
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$652,300
Expenses
$444,534
Net Income
$207,766
Net Assets
$2,886,206
Notable Sources of Revenue Percent of Total Revenue
Contributions $562,090
86.2%
Program Services $16,362
2.5%
Investment Income $41,001
6.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $32,403
5.0%
Sales of Assets $444
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $63,685
14.3%
Professional Fundraising Fees $0
Other Salaries and Wages $113,332
25.5%
Assets/Debt
Total Assets $2,894,867
Total Liabilities $8,661
Net Assets $2,886,206
Compensation
Key Employees and Officers Compensation Related Other
Bethany Groff Dorau (Executive Director) $42,500 $0 $981
Edward Ramsdell (Director) $0 $0 $0
Bob Watts (Director) $0 $0 $0
Daniel Fionte (Director) $0 $0 $0
William Quigley (Director) $0 $0 $0
Wanda Blanchard (Director) $0 $0 $0
Alex Burke (Director) $0 $0 $0
Nancy Thurlow (Director) $0 $0 $0
Jane Wild (Director) $0 $0 $0
Cathy Strauss (Co President) $0 $0 $0
Dave Mack (Co President) $0 $0 $0
William Roy (Vice President) $0 $0 $0
Les Ferlazzo (Treasurer) $0 $0 $0
Sally Chandler (Corresponding Secretary) $0 $0 $0
Lois Walker Valeo (Recording Secretary) $0 $0 $0

Document Links

Fiscal Year Ending March
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$341,135
Expenses
$299,094
Net Income
$42,041
Net Assets
$2,426,318
Notable Sources of Revenue Percent of Total Revenue
Contributions $298,051
87.4%
Program Services $3,984
1.2%
Investment Income $35,934
10.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $2,324
0.7%
Sales of Assets $842
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $74,000
24.7%
Professional Fundraising Fees $0
Other Salaries and Wages $51,830
17.3%
Assets/Debt
Total Assets $2,456,894
Total Liabilities $30,576
Net Assets $2,426,318
Compensation
Key Employees and Officers Compensation Related Other
Susan Edwards (Executive Director) $74,011 $0 $0
Edward Ramsdell (Director) $0 $0 $0
Bob Watts (Director) $0 $0 $0
Margaret Mc Clure (Director) $0 $0 $0
Daniel Fionte (Director) $0 $0 $0
William Quigley (Director) $0 $0 $0
Wanda Blanchard (Director) $0 $0 $0
Alex Burke (Director) $0 $0 $0
Emily Hoffman (Director) $0 $0 $0
Nancy Thurlow (Director) $0 $0 $0
Kristen Fehlhaber (Director) $0 $0 $0
Margaret Welch (Director) $0 $0 $0
Michael Welch (Director) $0 $0 $0
Jane Wild (Director) $0 $0 $0
Cathy Strauss (Co President) $0 $0 $0
Dave Mack (Co President) $0 $0 $0
William Roy (Vice President) $0 $0 $0
Les Ferlazzo (Treasurer) $0 $0 $0
Sally Chandler (Corresponding Secretary) $0 $0 $0
Lois Walker Valeo (Recording Secretary) $0 $0 $0

Document Links

Fiscal Year Ending March
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$232,013
Expenses
$293,709
Net Income
-$61,696
Net Assets
$1,729,904
Notable Sources of Revenue Percent of Total Revenue
Contributions $169,789
73.2%
Program Services $3,083
1.3%
Investment Income $35,028
15.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $23,618
10.2%
Sales of Assets $495
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $73,698
25.1%
Professional Fundraising Fees $0
Other Salaries and Wages $46,112
15.7%
Assets/Debt
Total Assets $1,732,681
Total Liabilities $2,777
Net Assets $1,729,904
Compensation
Key Employees and Officers Compensation Related Other
Susan Edwards (Executive Director) $72,508 $0 $38
Edward Ramsdell (Director) $0 $0 $0
Bob Watts (Director) $0 $0 $0
Margaret Mc Clure (Director) $0 $0 $0
Daniel Fionte (Director) $0 $0 $0
William Quigley (Director) $0 $0 $0
Wanda Blanchard (Director) $0 $0 $0
Alex Burke (Director) $0 $0 $0
Emily Hoffman (Director) $0 $0 $0
Nancy Thurlow (Director) $0 $0 $0
Kristen Fehlhaber (Director) $0 $0 $0
Margaret Welch (Director) $0 $0 $0
Michael Welch (Director) $0 $0 $0
Jane Wild (Director) $0 $0 $0
Cathy Strauss (Co President) $0 $0 $0
Dave Mack (Co President) $0 $0 $0
William Roy (Vice President) $0 $0 $0
Les Ferlazzo (Treasurer) $0 $0 $0
Sally Chandler (Corresponding Secretary) $0 $0 $0
Lois Walker Valeo (Recording Secretary) $0 $0 $0

Document Links

Fiscal Year Ending March
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,129,670
Expenses
$239,313
Net Income
$890,357
Net Assets
$1,931,166
Notable Sources of Revenue Percent of Total Revenue
Contributions $798,234
70.7%
Program Services $7,327
0.6%
Investment Income $30,567
2.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $22,907
2.0%
Sales of Assets $270,635
24.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $70,000
29.3%
Professional Fundraising Fees $0
Other Salaries and Wages $44,586
18.6%
Assets/Debt
Total Assets $1,936,225
Total Liabilities $5,059
Net Assets $1,931,166
Compensation
Key Employees and Officers Compensation Related Other
Susan Edwards (Executive Director) $70,000 $0 $3,049
Lindsay Cavanagh (Director) $0 $0 $0
Sally Chandler (Director) $0 $0 $0
Daniel Fionte (Director) $0 $0 $0
William Quigley (Director) $0 $0 $0
Wanda Blanchard (Director) $0 $0 $0
Alex Burke (Director) $0 $0 $0
Emily Hoffman (Director) $0 $0 $0
Nancy Thurlow (Director) $0 $0 $0
Doug Bolick (Director) $0 $0 $0
Margaret Welch (Director) $0 $0 $0
Michael Welch (Director) $0 $0 $0
Jane Wild (Director) $0 $0 $0
Cathy Strauss (Co President) $0 $0 $0
Dave Mack (Co President) $0 $0 $0
William Roy (Vice President) $0 $0 $0
Les Ferlazzo (Treasurer) $0 $0 $0
Margaret Mc Clure (Corresponding Secretary) $0 $0 $0
Lois Walker Valeo (Recording Secretary) $0 $0 $0

Document Links

Fiscal Year Ending March
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$200,620
Expenses
$247,335
Net Income
-$46,715
Net Assets
$1,584,847
Notable Sources of Revenue Percent of Total Revenue
Contributions $98,138
48.9%
Program Services $4,665
2.3%
Investment Income $26,592
13.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $12,356
6.2%
Sales of Assets $58,869
29.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $70,000
28.3%
Professional Fundraising Fees $0
Other Salaries and Wages $41,748
16.9%
Assets/Debt
Total Assets $1,589,908
Total Liabilities $5,061
Net Assets $1,584,847
Compensation
Key Employees and Officers Compensation Related Other
Susan Edwards (Executive Director) $70,000 $0 $4,276
Lindsay Cavanagh (Director) $0 $0 $0
Sally Chandler (Director) $0 $0 $0
Jean Moak (Director) $0 $0 $0
Lois Walker Valeo (Director) $0 $0 $0
Christopher Armstrong (Director) $0 $0 $0
Daniel Fionte (Director) $0 $0 $0
Kathy Malynn (Director) $0 $0 $0
William Quigley (Director) $0 $0 $0
William Roy (Director) $0 $0 $0
Wanda Blanchard (Director) $0 $0 $0
Alex Burke (Director) $0 $0 $0
Margie Gillis (Director) $0 $0 $0
Emily Hoffman (Director) $0 $0 $0
Nancy Thurlow (Director) $0 $0 $0
Jane Wild (Co President) $0 $0 $0
Dave Mack (Co President) $0 $0 $0
Cathy Strauss (Vice President) $0 $0 $0
Les Ferlazzo (Treasurer) $0 $0 $0
Margaret Mcclure (Corresponding Secretary) $0 $0 $0

Document Links

Fiscal Year Ending March
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$281,239
Expenses
$265,678
Net Income
$15,561
Net Assets
$1,557,622
Notable Sources of Revenue Percent of Total Revenue
Contributions $72,734
25.9%
Program Services $4,051
1.4%
Investment Income $26,623
9.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $49,868
17.7%
Sales of Assets $127,963
45.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $70,154
26.4%
Professional Fundraising Fees $0
Other Salaries and Wages $40,812
15.4%
Assets/Debt
Total Assets $1,562,671
Total Liabilities $5,049
Net Assets $1,557,622
Compensation
Key Employees and Officers Compensation Related Other
Susan Edwards (Executive Director) $68,462 $0 $4,958
Lindsay Cavanagh (Director) $0 $0 $0
Sally Chandler (Director) $0 $0 $0
Jean Moak (Director) $0 $0 $0
Martha Bower (Director) $0 $0 $0
Lois Walker Valeo (Director) $0 $0 $0
John Webber (Director) $0 $0 $0
Christopher Armstrong (Director) $0 $0 $0
Daniel Fionte (Director) $0 $0 $0
Kathy Malynn (Director) $0 $0 $0
William Quigley (Director) $0 $0 $0
William Roy (Director) $0 $0 $0
Jane Wild (Co President) $0 $0 $0
Dave Mack (Co President) $0 $0 $0
Cathy Strauss (Vice President) $0 $0 $0
Margie Gillis (Vice President) $0 $0 $0
Les Ferlazzo (Treasurer) $0 $0 $0
Katie Haried (Recording Secretary) $0 $0 $0
Margaret Mcclure (Corresponding Secretary) $0 $0 $0

Document Links

Fiscal Year Ending March
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$164,815
Expenses
$238,053
Net Income
-$73,238
Net Assets
$1,534,924
Notable Sources of Revenue Percent of Total Revenue
Contributions $61,311
37.2%
Program Services $7,858
4.8%
Investment Income $29,533
17.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $23,054
14.0%
Sales of Assets $43,059
26.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $66,000
27.7%
Professional Fundraising Fees $0
Other Salaries and Wages $39,953
16.8%
Assets/Debt
Total Assets $1,543,877
Total Liabilities $8,953
Net Assets $1,534,924
Compensation
Key Employees and Officers Compensation Related Other
Susan Edwards (Executive Director) $65,000 $0 $3,600
Eva Jackman (Director) $2,500 $0 $0
Maria Casey (Director) $0 $0 $0
Lindsay Cavanagh (Director) $0 $0 $0
Sally Chandler (Director) $0 $0 $0
Katie Haried (Director) $0 $0 $0
Bruce Mccoy (Director) $0 $0 $0
Jean Moak (Director) $0 $0 $0
Cathy Strauss (Director) $0 $0 $0
Lois Walker Valeo (Director) $0 $0 $0
Betsy Ware (Director) $0 $0 $0
John Webber (Director) $0 $0 $0
Christopher Armstrong (Director) $0 $0 $0
Jane Wild (Co President) $0 $0 $0
Dave Mack (Co President) $0 $0 $0
Martha Bower (Vice President) $0 $0 $0
Margie Gillis (Vice President) $0 $0 $0
Les Ferlazzo (Treasurer) $0 $0 $0
Kathy Malynn (Recording Secretary) $0 $0 $0
Margaret Mcclure (Corresponding Secretary) $0 $0 $0

Document Links

Fiscal Year Ending March
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$151,929
Expenses
$252,457
Net Income
-$100,528
Net Assets
$1,736,135
Notable Sources of Revenue Percent of Total Revenue
Contributions $55,003
36.2%
Program Services $6,471
4.3%
Investment Income $30,332
20.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $12,578
8.3%
Sales of Assets $47,545
31.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $65,000
25.7%
Professional Fundraising Fees $0
Other Salaries and Wages $27,100
10.7%
Assets/Debt
Total Assets $1,743,383
Total Liabilities $7,248
Net Assets $1,736,135
Compensation
Key Employees and Officers Compensation Related Other
Susan Edwards (Executive Director) $47,500 $0 $1,800
Eva Jackman (Director) $2,500 $0 $0
Maria Casey (Director) $0 $0 $0
Lindsay Cavenagh (Director) $0 $0 $0
Sally Chandler (Director) $0 $0 $0
Al Clifford (Director) $0 $0 $0
Patricia Doggett (Director) $0 $0 $0
Katie Harled (Director) $0 $0 $0
Ian Lucy (Director) $0 $0 $0
Bruce Mccoy (Director) $0 $0 $0
Colleen Turner Secino (Director) $0 $0 $0
Cathy Strauss (Director) $0 $0 $0
Lois Walker Valeo (Director) $0 $0 $0
Jane Wild (Director) $0 $0 $0
Gregory White (Director) $0 $0 $0
Christopher Armstrong (Co President) $0 $0 $0
Dave Mack (Co President) $0 $0 $0
Martha Bower (Vice President) $0 $0 $0
Margie Gillis (Vice President) $0 $0 $0
Lillian Newbert (Vice President) $0 $0 $0
Les Ferlazzo (Treasurer) $0 $0 $0
Kathy Malynn (Recording Secretary) $0 $0 $0
Margaret Mcclure (Corresponding Secretary) $0 $0 $0

Document Links

Fiscal Year Ending March
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$211,336
Expenses
$219,054
Net Income
-$7,718
Net Assets
$1,862,059
Notable Sources of Revenue Percent of Total Revenue
Contributions $168,614
79.8%
Program Services $11,059
5.2%
Investment Income $10,354
4.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $21,309
10.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $63,191
28.8%
Assets/Debt
Total Assets $1,863,315
Total Liabilities $1,256
Net Assets $1,862,059

Document Links

Fiscal Year Ending March
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$173,295
Expenses
$214,089
Net Income
-$40,794
Net Assets
$1,652,507
Notable Sources of Revenue Percent of Total Revenue
Contributions $75,423
43.5%
Program Services $22,464
13.0%
Investment Income $34,397
19.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $17,556
10.1%
Sales of Assets $23,455
13.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $78,115
36.5%
Assets/Debt
Total Assets $1,654,689
Total Liabilities $2,182
Net Assets $1,652,507

Document Links

Fiscal Year Ending Dec.
2012

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$113,585
Expenses
$202,756
Net Income
-$89,171
Net Assets
$1,623,573
Notable Sources of Revenue Percent of Total Revenue
Contributions $61,128
53.8%
Program Services $13,502
11.9%
Investment Income $39,612
34.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $20,546
18.1%
Sales of Assets -$21,203
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $78,775
38.9%
Assets/Debt
Total Assets $1,625,693
Total Liabilities $2,120
Net Assets $1,623,573

Document Links

Fiscal Year Ending March
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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