Civic Intelligence

New Bedford Historical Society Inc

EIN 04-3348881 • 501(c)3 • New Bedford, MA

Profile

To document and celebrate the history, legacy and presence of african americans, cape verdeans, native americans, west indians and other people of color in new bedford, massachusetts.

21 Seventh StNew Bedford, MA 02740

nbhistoricalsociety.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

74th percentile

0.04x

Higher debt load relative to assets than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.11x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

31st percentile

-9.4%

Higher net margin than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

47th percentile

-4.1%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

28th percentile

-29%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$227,156

Down $9,683 (-4.1%) from 2023

Liabilities

Down

$9,596

Down $1,774 (-16%) from 2023

Net Assets

Down

$217,560

Down $7,909 (-3.5%) from 2023

Revenue

Down

$83,789

Down $35,005 (-29%) from 2023

Expenses

Down

$91,698

Down $297,432 (-76%) from 2023

Net Income

Up

-$7,909

Up $262,427 (+97%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $360,938Liabilities 2011: $36,402Net Assets 2011: $324,5362011Assets 2012: $329,390Liabilities 2012: $33,108Net Assets 2012: $296,2822012Assets 2013: $422,174Liabilities 2013: $34,039Net Assets 2013: $388,1352013Assets 2014: $297,217Liabilities 2014: $27,611Net Assets 2014: $269,6062014Assets 2015: $355,784Liabilities 2015: $24,391Net Assets 2015: $331,3932015Assets 2016: $301,804Liabilities 2016: $20,900Net Assets 2016: $280,9042016Assets 2017: $292,310Liabilities 2017: $17,483Net Assets 2017: $274,8272017Assets 2018: $340,858Liabilities 2018: $16,425Net Assets 2018: $324,4332018Assets 2019: $343,087Liabilities 2019: $17,344Net Assets 2019: $325,7432019Assets 2020: $327,488Liabilities 2020: $12,571Net Assets 2020: $314,9172020Assets 2021: $356,189Liabilities 2021: $11,720Net Assets 2021: $344,4692021Assets 2022: $507,374Liabilities 2022: $11,569Net Assets 2022: $495,8052022Assets 2023: $236,839Liabilities 2023: $11,370Net Assets 2023: $225,4692023Assets 2024: $227,156Liabilities 2024: $9,596Net Assets 2024: $217,5602024

Highlighted filing

2024

Assets$227,156
Liabilities$9,596
Net Assets$217,560

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2011: $52,081Expenses 2011: $48,466Net Income 2011: $3,6152011Revenue 2012: $47,998Expenses 2012: $76,252Net Income 2012: -$28,2542012Revenue 2013: $185,210Expenses 2013: $93,357Net Income 2013: $91,8532013Revenue 2014: $36,705Expenses 2014: $155,234Net Income 2014: -$118,5292014Revenue 2015: $139,998Expenses 2015: $78,211Net Income 2015: $61,7872015Revenue 2016: $86,714Expenses 2016: $137,203Net Income 2016: -$50,4892016Revenue 2017: $51,209Expenses 2017: $57,286Net Income 2017: -$6,0772017Revenue 2018: $161,151Expenses 2018: $111,545Net Income 2018: $49,6062018Revenue 2019: $94,330Expenses 2019: $93,020Net Income 2019: $1,3102019Revenue 2020: $73,862Expenses 2020: $84,688Net Income 2020: -$10,8262020Revenue 2021: $118,910Expenses 2021: $89,358Net Income 2021: $29,5522021Revenue 2022: $308,809Expenses 2022: $157,473Net Income 2022: $151,3362022Revenue 2023: $118,794Expenses 2023: $389,130Net Income 2023: -$270,3362023Revenue 2024: $83,789Expenses 2024: $91,698Net Income 2024: -$7,9092024

Highlighted filing

2024

Revenue$83,789
Expenses$91,698
Net Income-$7,909

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.27$0.10$2.18$0.84$0.92$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.37$0.11$2.25$1.19$3.89$2.70
2022Detailed filing. Detailed filing data is available for this year.$5.07$0.12$4.96$3.09$1.57$1.51
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.56$0.12$3.44$1.19$0.89$0.30
2020Detailed filing. Detailed filing data is available for this year.$3.27$0.13$3.15$0.74$0.85$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.43$0.17$3.26$0.94$0.93$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.41$0.16$3.24$1.61$1.12$0.50
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.92$0.17$2.75$0.51$0.57$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.21$2.81$0.87$1.37$0.50
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.56$0.24$3.31$1.40$0.78$0.62
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.97$0.28$2.70$0.37$1.55$1.19
2013Detailed filing. Detailed filing data is available for this year.$4.22$0.34$3.88$1.85$0.93$0.92
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.29$0.33$2.96$0.48$0.76$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.61$0.36$3.25$0.52$0.48$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 31, 2025
Return Version
2024v5.2
Gross Receipts
$83,789
Mission and Program Overview

Mission

To document and celebrate the history, legacy and presence of african americans, cape verdeans, native americans, west indians and other people of color in new bedford, massachusetts.

Program Services

DescriptionGrantsExpenses
PRESENTED INFORMATION OF HISTORICAL SIGNIFICANCE TO LOCAL PUBLIC SCHOOLS AND PRESENTED OTHER EDUCATIONAL PROGRAMS FOR THE BENEFIT OF THE PUBLIC.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE BLAKEPresidentPT$0--
CARL CRUZClerk-$0--
RAYANA GRACETreasurer-$0--
DIANN HAYNESDirector-$0--
ROBERT FRENCHDirector-$0--
JEANNE COSTADirector-$0--
JACKIE RAMOSVice President-$0--
JEAN GROEBE SMITHDirector-$0--
ALISON WELLSDirector-$0--
ROBBIE WATKINSDirector-$0--
CHARLENE CLARK-SALLEYDirector-$0--
HANK MASTEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
New Bedford Historical Society Inc
EIN
04-3348881
Phone
5089798828
Address
21 SEVENTH ST, NEW BEDFORD, MA 02740

Signing Officer

Name
Lee Blake
Title
President
Phone
5089798828
Signed
2025-07-31
Discuss with paid preparer
Yes

Preparer

Firm
Burke & Lamb Pc
Address
300 UNION ST, NEW BEDFORD, MA 02740
Preparer
Alan R Riendeau
Phone
5089844800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest income. Amount: 11.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 9,792. Description: other expenses. Amount: 18,968. Total to form 990-ez, line 14: 28,760.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: insurance. Amount: 11,545. Description: interest. Amount: 237. Description: program expenses. Amount: 9,956. Description: advertising. Amount: 75. Description: office expenses. Amount: 3,074. Description: miscellaneous. Amount: 87. Description: johnson house. Amount: 303. Description: payroll taxes. Amount: 2,917. Description: consulting. Amount: 3,397. Description: fundraising expense. Amount: 4,150. Total to form 990-ez, line 16: 35,741.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 45. End of year amount: 45. Description: prepaid expenses. Beg. Of year amount: 270. End of year amount: 270.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 3,669. End of year amount: 3,176. Description: loans payable. Beg. Of year amount: 7,701. End of year amount: 6,420.

Raw XML Appendix243 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LEE BLAKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARL CRUZ
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT FRENCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JEANNE COSTA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JEAN GROEBE SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ALISON WELLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ROBBIE WATKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CHARLENE CLARK-SALLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11HANK MASTEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
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IRS990EZ/OtherRevenueTotalAmt011
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IRS990EZ/PrimaryExemptPurposeTxt0TO DOCUMENT AND CELEBRATE THE HISTORY, LEGACY AND PRESENCE OF AFRICAN AMERICANS, CAPE VERDEANS, NATIVE AMERICANS, WEST INDIANS AND OTHER PEOPLE OF COLOR IN NEW BEDFORD, MASSACHUSETTS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 11.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 9,792. DESCRIPTION: OTHER EXPENSES. AMOUNT: 18,968. TOTAL TO FORM 990-EZ, LINE 14: 28,760.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INSURANCE. AMOUNT: 11,545. DESCRIPTION: INTEREST. AMOUNT: 237. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 9,956. DESCRIPTION: ADVERTISING. AMOUNT: 75. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 3,074. DESCRIPTION: MISCELLANEOUS. AMOUNT: 87. DESCRIPTION: JOHNSON HOUSE. AMOUNT: 303. DESCRIPTION: PAYROLL TAXES. AMOUNT: 2,917. DESCRIPTION: CONSULTING. AMOUNT: 3,397. DESCRIPTION: FUNDRAISING EXPENSE. AMOUNT: 4,150. TOTAL TO FORM 990-EZ, LINE 16: 35,741.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 45. END OF YEAR AMOUNT: 45. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 270. END OF YEAR AMOUNT: 270.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 3,669. END OF YEAR AMOUNT: 3,176. DESCRIPTION: LOANS PAYABLE. BEG. OF YEAR AMOUNT: 7,701. END OF YEAR AMOUNT: 6,420.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE BLAKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05089798828
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW BEDFORD HISTORICAL SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0NEWB
ReturnHeader/Filer/EIN0043348881
ReturnHeader/Filer/PhoneNum05089798828
ReturnHeader/Filer/USAddress/AddressLine1Txt021 SEVENTH ST
ReturnHeader/Filer/USAddress/CityNm0NEW BEDFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002740
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043496650
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BURKE & LAMB PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 UNION ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW BEDFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002740
ReturnHeader/PreparerPersonGrp/PhoneNum05089844800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN R RIENDEAU
ReturnHeader/ReturnTs02025-08-13T11:09:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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