Bartlett Historical Society

Bartlett Historical Society exhibits strong asset growth and minimal expenses, with no reported officer compensation.

EIN: 202424126 · Bartlett, NH · NTEE: A80 · Updated: 2026-03-28

$87KRevenue

$606KAssets

92/100Mission Score (Excellent)

A80

About Bartlett Historical Society

Bartlett Historical Society (EIN: 202424126) is a nonprofit organization based in Bartlett, NH, classified under NTEE code A80. The organization reported total revenue of $87K and total assets of $606K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Bartlett Historical Society's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

AI Transparency Report

The Bartlett Historical Society demonstrates strong financial health and efficient spending, particularly in its program delivery. Over the past eight years, the organization has consistently grown its assets, from $83,828 in 2016 to $584,807 in 2023, indicating effective asset management and donor confidence. Their revenue has also shown significant growth, peaking at $168,927 in 2023, while expenses have remained relatively low compared to revenue, suggesting a lean operational model. For example, in 2023, with $168,927 in revenue, expenses were only $24,544.

The society's spending efficiency is excellent, with a very high proportion of expenses dedicated to program services. The absence of officer compensation reported across all filings indicates a volunteer-driven leadership, which significantly reduces administrative overhead and maximizes resources for their historical preservation mission. This commitment to minimizing administrative costs contributes to their overall financial strength and allows a greater percentage of funds to directly support their programs. Their liabilities have remained low relative to assets, further underscoring financial stability.

Transparency appears to be high given the consistent filing of IRS Form 990s and the clear financial picture presented. The lack of officer compensation is a key indicator of a focus on mission over individual benefit. The organization's ability to accumulate substantial assets while maintaining low expenses suggests prudent financial stewardship and a strong commitment to its long-term sustainability and mission.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Bartlett Historical Society with a Mission Score of 92 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

admin: 5%
programs: 95%
fundraising: 0%

According to IRS 990 filings, Bartlett Historical Society allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% directed toward programs, this reflects a strong commitment to its charitable mission.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating a volunteer-led organization. This significantly reduces administrative overhead and allows more resources to be directed towards the society's mission.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Bartlett Historical Society's IRS 990 filings:

None identified based on the provided financial data.

Strengths

The following positive indicators were identified for Bartlett Historical Society:

Consistent and significant asset growth (from $83,828 in 2016 to $584,807 in 2023).
Very low expenses relative to revenue (e.g., $24,544 expenses on $168,927 revenue in 2023).
No reported officer compensation across all filings, indicating volunteer leadership and high efficiency.
Strong program spending ratio due to minimal administrative overhead.
Low liabilities relative to assets, indicating financial stability.

Frequently Asked Questions about Bartlett Historical Society

Is Bartlett Historical Society a good charity?

Yes, based on the provided data, Bartlett Historical Society appears to be a very good charity. They demonstrate excellent financial health, strong asset growth, very low expenses relative to revenue, and no reported officer compensation, indicating a highly efficient and mission-focused operation.

How has the organization's financial health changed over time?

The organization's financial health has significantly improved over time. Assets grew from $83,828 in 2016 to $584,807 in 2023, and revenue has shown a strong upward trend, reaching $168,927 in 2023 from $66,301 in 2016, while expenses have remained relatively low.

What is the primary reason for their high efficiency?

The primary reason for their high efficiency is the absence of officer compensation, meaning leadership is volunteer-based. This eliminates a significant administrative cost, allowing a much larger portion of funds to be allocated directly to program services.

Filing History

IRS 990 filing history for Bartlett Historical Society showing financial trends over 8 years of public records:

Over 8 years of IRS 990 filings (2016–2023), Bartlett Historical Society's revenue has grown by 154.8%, moving from $66K to $169K. Total assets increased by 597.6% over the same period, from $84K to $585K. Total functional expenses rose by 147%, from $10K to $25K. In its most recent filing year (2023), Bartlett Historical Society reported a surplus of $144K, with revenue exceeding expenses. The organization holds $17K in liabilities against $585K in assets (debt-to-asset ratio: 2.8%), resulting in net assets of $568K.

Year	Revenue	Expenses	Assets	Liabilities	Officer Comp.	PDF
2023	$169K	$25K	$585K	$17K	—	—
2022	$76K	$14K	$439K	$15K	—	View 990
2021	$99K	$11K	$368K	$7K	—	—
2020	$63K	$18K	$280K	$6K	—	View 990
2019	$52K	$18K	$234K	$5K	—	View 990
2018	$65K	$12K	$207K	$0	—	View 990
2017	$77K	$8K	$152K	$0	—	View 990
2016	$66K	$10K	$84K	$0	—	View 990

Year-by-Year Financial Summary

2023: Revenue of $169K, expenses of $25K, and assets of $585K (revenue +121.8% year-over-year).
2022: Revenue of $76K, expenses of $14K, and assets of $439K (revenue -22.9% year-over-year).
2021: Revenue of $99K, expenses of $11K, and assets of $368K (revenue +57.1% year-over-year).
2020: Revenue of $63K, expenses of $18K, and assets of $280K (revenue +21.2% year-over-year).
2019: Revenue of $52K, expenses of $18K, and assets of $234K (revenue -20.6% year-over-year).
2018: Revenue of $65K, expenses of $12K, and assets of $207K (revenue -14.9% year-over-year).
2017: Revenue of $77K, expenses of $8K, and assets of $152K (revenue +15.8% year-over-year).
2016: Revenue of $66K, expenses of $10K, and assets of $84K.

Data Sources and Methodology

This transparency report for Bartlett Historical Society is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.