philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Exeter Historical Society FY2020 filing

Tax-deductible

Exeter, NH501(c)(3)Since 1963Arts & Culture EIN 02-6005952Revenue $158K in FY2020

On file with the IRSexeterhistory.orgPo Box 924, 03833-0924 · Exeter, NHTax-exempt since Mar 1963Publicly supported charity — 170(b)(1)(A)(vi)

Claim this org

(tell your story, add context, and more)

What claiming does How does your 990 look to donors? Take the 10-Question Audit

Exeter Historical society's mission is to research and document archival work and genealogy, collection management, stewardship and preservation of acquisitions, and public education and programming.

501(c)(3) charity; gifts are tax-deductible.
83¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $60K a year · 37% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
20 mo
of spending, in cash
Plus $250K in investments, Pt X · Ln 11–13
Looks good: 19.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$11K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$158K
Spent
$80K
To programs
83%
Net assets
$373K
By yearFY2020–FY2025
Revenue
$158K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$158K
FY2021$120K
FY2022$156K
FY2023$130K
FY2024$152K
FY2025$270K
Expenses
$80K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$80K
FY2021$86K
FY2022$91K
FY2023$102K
FY2024$104K
FY2025$159K
Net assets
$373K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$373K
FY2021$407K
FY2022$472K
FY2023$500K
FY2024$548K
FY2025$658K

From the FY2020 Form 990 · see the original

Give Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1963.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $66K Management & general 13% · $10K Fundraising 5% · $4K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

18 people listed on the 990.

Part VII, Section A · reportable compensation
Ann Schieber
Chairman of
$0Pt VII · Sec A
Julie Avant
Treasurer
$0Pt VII · Sec A
Laurie Zwaan
Secretary
$0Pt VII · Sec A
Vicki Geis
Vice-Chair G
$0Pt VII · Sec A
James Mills
Director
$0Pt VII · Sec A
Pam Gjettum
Director
$0Pt VII · Sec A
Stacy Penna
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Exeter Historical Society executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Preserves historical records, researches genealogy, and educates the public.

Questions for Exeter Historical Society

Tap to ask. Exeter Historical Society sees how many people are interested.

Your first name shows with your question. Exeter Historical Society answers here, for everyone.

Provided by the organization

Know this org? Add your story

3 programs · $66K · in their own filed words · FY2020
01

Public education and public programming

$29Kprogram expense
02

Collection management and preservation of acquisitions and stewardships

$19Kprogram expense
03

Research and documentation of archival work and genealogy

$18Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2021
New Hampshire Charitable FoundationFY2021$10K
Total grants receivedfrom 1 funder$10K

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$158K
Ln 12
Gifts and grantsLn 1h$131K
Other incomeLn 4–11$13K
Fees for servicesLn 2g$8K
Money outPt IX
$80K
Ln 25
Programscol B$66K
Managementcol C$10K
Fundraisingcol D$4K
Owns and owesPt X
$373K
net assets · Ln 32
Cash and savingsLn 1–2$133K
Total assetsLn 16$384K
LiabilitiesLn 26$11K
PeoplePt VI, VII
18
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$131K
Noncash giftsLn 1g$42K
Fees for servicesLn 2g$8K
Investment incomeLn 3$6K
Other incomeLn 4–11$13K
Gains on assetsLn 7$1K
Total revenueLn 12$158K
Assets in detailPt X, end of year
CashLn 1$133K
Cash and savings togetherLn 1–2$133K
InvestmentsLn 11–13$250K
Total assetsLn 16$384K
LiabilitiesLn 26$11K
Net assetsLn 32$373K
OperationsPt I, VI
EmployeesI 52
VolunteersI 620
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$92K$133K
InvestmentsLn 11–13$205K$250K
Total assetsLn 16$298K$384K
LiabilitiesLn 26$3K$11K
Net assetsLn 32$295K$373K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$43K$40K$3K
Payroll taxesLn 10$3K$3K$242
Investment management feesLn 11f$2K$2K
Advertising and promotionLn 12$178$178
Office expensesLn 13$4K$2K$2K$870
OccupancyLn 16$14K$13K$1K
InsuranceLn 23$2K$2K$195
Other expenses (24a–d)Ln 24$9K$5K$171$3K
All other expensesLn 24e$2K$1K$981
Total functional expensesLn 25$80K$66K$10K$4K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $270K$159K$110K$658K 990 PDF
FY2024 $152K$104K$48K$548K 990 PDF
FY2023 $130K$102K$28K$500K 990 PDF
FY2022 $156K$91K$65K$472K 990 PDF
FY2021 $120K$86K$34K$407K 990 PDF
FY2020 Viewing $158K$80K$78K$373K 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $158,093 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $79,869$131,067
I-9 Program service revenuePrior year $6,466$8,462
I-10 Investment incomePrior year $7,921$6,063
I-11 Other revenuePrior year $7,787$12,501
I-12 Total revenuePrior year $102,043$158,093
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $46,315$46,646
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $36,001$33,702
I-18 Total expensesPrior year $82,316$80,348
I-19 Revenue less expensesPrior year $19,727$77,745
Part VI · Governance 13 of 13 board members independent, 3 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $158,093 across 9 lines filed
Lines not itemized here account for $203 of total revenue; see the IRS return.
VIII-1b Membership dues$34,479
VIII-1f All other contributions, gifts and grants$96,588
VIII-1g Noncash contributions (included above)$42,181
VIII-1h Total contributions, gifts and grants$131,067
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $8,462$8,462
VIII-3 Investment incomeRelated to mission $19 · Excluded from tax $4,895$4,914
VIII-7 Net gain or loss on sales of assetsRelated to mission $1,149$1,149
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $12,298$12,298
VIII-12 Total revenueRelated to mission $22,131 · Excluded from tax $4,895$158,093
Part IX · Statement of functional expenses $80,348 across 9 lines filed
IX-7 Other salaries and wagesPrograms $40,176 · Management $3,155$43,331
IX-10 Payroll taxesPrograms $3,073 · Management $242$3,315
IX-11f Investment management feesManagement $2,220$2,220
IX-12 Advertising and promotionPrograms $178$178
IX-13 Office expensesPrograms $1,753 · Management $1,802 · Fundraising $870$4,425
IX-16 OccupancyPrograms $12,562 · Management $1,397$13,959
IX-23 InsurancePrograms $1,761 · Management $195$1,956
IX-24 Other expenses (24a–d)Programs $5,456 · Management $171 · Fundraising $2,915$8,542
IX-24e All other expensesPrograms $1,441 · Management $981$2,422
IX-25 Total functional expensesPrograms $66,400 · Management $10,163 · Fundraising $3,785$80,348
Part X · Balance sheet $383,518 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $91,770$133,252
X-11 Publicly traded securitiesStart of year $204,753$250,266
X-16 Total assetsStart of year $298,373$383,518
X-24 Unsecured notes and loans payableStart of year $3,445$2,945
X-25 Other liabilities$7,900
X-26 Total liabilitiesStart of year $3,445$10,845
X-27 Net assets without donor restrictionsStart of year $244,928$322,673
X-28 Net assets with donor restrictionsStart of year $50,000$50,000
X-32 Total net assets or fund balancesStart of year $294,928$372,673
X-33 Total liabilities and net assetsStart of year $298,373$383,518
Part XI · Reconciliation of net assets $372,673 net assets at year end
XI-1 Total revenue$158,093
XI-2 Total expenses$80,348
XI-3 Revenue less expenses$77,745
XI-4 Net assets at start of year$294,928
XI-10 Net assets at end of year$372,673

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.