Old York Historical Society
- Assets
- $9.1m
- Revenue
- $731.8k
- Investments
- $6.0m
- Employees
- 23
- Location
- York, ME
- Founding
- 06/1984
- Data as of
- 12/2022
- EIN
- 22-2474846
Organization Overview
Old York Historical Society is located in York, ME. The organization was established in 1984. According to its NTEE Classification (A82) the organization is classified as: Historical Societies & Historic Preservation, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 12/2022, Old York Historical Society employed 23 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Old York Historical Society is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Old York Historical Society generated $731.8k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 3.4% each year. All expenses for the organization totaled $885.3k during the year ending 12/2022. While expenses have increased by 2.8% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
THE MISSION OF THE OLD YORK HISTORICAL SOCIETY IS TO PRESERVE AND PROMOTE THE YORK MAINE REGION FOR THE EDUCATION AND ENJOYMENT OF THE PUBLIC.
Describe the Organization's Program Activity:
Part 3 - Line 4a
HISTORIC BUILDINGS AND GROUNDS - THE HISTORIC BUILDINGS, PROPERTIES AND LANDSCAPES THAT OYHS OWNS OR MAINTAINS, TOGETHER ARE ITS SINGLE GREATEST PROGRAM ELEMENT THAT SERVES THE PUBLIC. IN CALENDAR YEAR 2022, OLD YORK PURCHASED A BUILDING TO HOUSE OUR ARCHIVES AND COLLECTIONS CENTER, AND LARGELY FINISHED RENOVATIONS AND MOVED COLLECTIONS INTO THE BUILDING BY THE END OF THE YEAR.
EDUCATION AND PROGRAMS - YORK LIVING HISTORY, THE OYHS HISTORICAL IMMERSION EXPERIENCE FOR ALL FIFTH GRADERS IN THE YORK PUBLIC SCHOOLS, ONCE AGAIN WELCOMED STUDENTS IN 2022. OUR HISTORIC BUILDINGS WERE OPEN TO THE PUBLIC AND CHILDREN 18 AND UNDER WERE GIVEN FREE ADMISSION. OTHER PUBLIC PROGRAMS SUCH AS THE HALLOWEEN LIGHTING OF THE PUMPKINS, YULETIDE ACTIVITIES, AND FREE ZOOM LECTURES ROUNDED OUT THE YEAR.
EXHIBITIONS - THE REMICK GALLERY'S BEST OF YORK EXHIBITION WAS AUGMENTED WITH THE PURCHASE OF A RARE 17TH CENTURY BOSTON CHEST-OF-DRAWERS THAT DESCENDED IN THE PETER WEARE FAMILY OF BOSTON AND CAPE NEDDICK. THE MARSHALL STORE GALLERY CONTINUED EXHIBITIONS OF CONTEMPORARY ART IN 2022.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Joel Lefever Executive Director | Officer | 40 | $71,250 |
Arthur Brennan Vice President | OfficerTrustee | 1 | $0 |
Marla Johnson Treasurer | OfficerTrustee | 1 | $0 |
Suzanne Little President | OfficerTrustee | 1 | $0 |
Louise Baker Secretary | OfficerTrustee | 4 | $0 |
Elaine Burnham Trustee | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $35,834 |
| Fundraising events | $28,207 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $124,122 |
| Noncash contributions included in lines 1a–1f | $8,597 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $188,163 |
| Total Program Service Revenue | $106,528 |
| Investment income | $105,171 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $338,335 |
| Net Income from Fundraising Events | -$7,139 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $700 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $731,758 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $71,250 |
| Compensation of current officers, directors, key employees. | $14,250 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $210,311 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $49,652 |
| Payroll taxes | $23,637 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $17,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $36,141 |
| Fees for services: Other | $12,926 |
| Advertising and promotion | $7,885 |
| Office expenses | $6,806 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $100,489 |
| Travel | $3,406 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $84,189 |
| Insurance | $20,685 |
| All other expenses | $1,961 |
| Total functional expenses | $885,339 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $150,256 |
| Savings and temporary cash investments | $207,463 |
| Pledges and grants receivable | $6,818 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $1,588 |
| Prepaid expenses and deferred charges | $3,099 |
| Net Land, buildings, and equipment | $2,762,086 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $6,000,303 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $130 |
| Total assets | $9,131,743 |
| Accounts payable and accrued expenses | $35,616 |
| Grants payable | $0 |
| Deferred revenue | $500 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $18,765 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $54,881 |
| Net assets without donor restrictions | $3,437,818 |
| Net assets with donor restrictions | $5,639,044 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $9,131,743 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Old York Historical Society has recieved totaling $19,000.
| Awarding Organization | Amount |
|---|---|
Nathaniel Wheeler Tr 01890 Dallas, TX PURPOSE: UNRESTRICTED GENERAL | $19,000 |
Endowment Analysis
| Beg. Balance | $7,105,594 |
| Earnings | -$899,960 |
| Net Contributions | $11,943 |
| Other Expense | $430,663 |
| Ending Balance | $5,786,914 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Maine Historical Society Portland, ME | $13,012,568 | $2,642,638 |
Historic Harrisville Inc Harrisville, NH | $5,745,730 | $1,134,917 |
New England Electric Railway Historical Society Kennebunkport, ME | $8,628,809 | $3,104,228 |
Old York Historical Society York, ME | $9,131,743 | $731,758 |
Portsmouth Historical Society Portsmouth, NH | $3,776,411 | $3,186,969 |
Historical Society Of Cheshire Cty Keene, NH | $6,912,081 | $683,273 |
Victoria Mansion Portland, ME | $7,456,026 | $975,130 |
Greater Portland Landmarks Inc Portland, ME | $2,715,292 | $431,780 |
Maine Preservation Yarmouth, ME | $1,039,325 | $459,368 |
Castine Historical Society Inc Castine, ME | $8,350,405 | $605,426 |
Trustees Of Bloomfield Academy Skowhegan, ME | $2,438,254 | $591,288 |
Rockland Historical Society Rockland, ME | $48,909 | $54,735 |