Portsmouth Historical Society

Portsmouth Historical Society reports operating deficits in recent years despite substantial assets and no officer compensation.

EIN: 20240383 · Portsmouth, NH · Updated: 2026-03-28

$801KRevenue
$3.0MAssets
75/100Mission Score (Good)
Portsmouth Historical Society Financial Summary
MetricValue
Total Revenue$801K
Total Expenses$858K
Program Spending70%
Net Assets$3.2M
Transparency Score75/100

Is Portsmouth Historical Society Legit?

Some Concerns

GoodFiling Consistency
GoodSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Portsmouth Historical Society directs 70% of its spending to programs. This meets the industry benchmark of 65% for efficient nonprofits.

About Portsmouth Historical Society

Portsmouth Historical Society (EIN: 20240383) is a nonprofit organization based in Portsmouth, NH. The organization reported total revenue of $801K and total assets of $3.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Portsmouth Historical Society's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

33Years Operating
SmallSize Classification
13Years of Filings
MixedRevenue Trajectory

Portsmouth Historical Society is a small nonprofit that has been operating for 33 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -0.6%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$679K
Total Expenses$858K
Surplus / Deficit$-179,203
Total Assets$3.2M
Total Liabilities$33K
Net Assets$3.2M
Operating Margin-26.4%
Debt-to-Asset Ratio1.0%
Months of Reserves45.3 months

Financial Health Grade: B

In 2023, Portsmouth Historical Society reported a deficit of $179K with expenses exceeding revenue, holds 45.3 months of operating reserves (strong position), has a debt-to-asset ratio of 1.0% (very low leverage).

Financial Trends

Over 13 years of filings (2011–2023), Portsmouth Historical Society's revenue has declined at a compound annual growth rate (CAGR) of -0.6%.

YearRevenue ChangeExpense ChangeAsset Change
2023+32.0%-0.2%-5.6%
2022-83.9%+8.9%-9.2%
2021+311.1%+37.1%+165.6%
2020+33.4%-1.9%+10.7%
2019-24.1%-13.9%-3.9%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1993

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Portsmouth Historical Society demonstrates a mixed financial picture. While the organization has consistently reported assets over $1 million for the past decade, with a notable spike to $3.7 million in 2021, its recent financial performance shows some challenges. In both 2022 and 2023, expenses ($859,915 and $858,372 respectively) significantly outpaced revenue ($514,411 and $679,169), leading to net losses. This trend suggests a need for closer examination of revenue generation strategies or expense management. The organization's transparency is commendable regarding executive compensation, as all filings indicate 0% officer compensation. This suggests that the top leadership is either volunteer-based or compensated through other means not categorized as 'officer compensation' on the 990, which is a positive sign for donor confidence. However, without a detailed breakdown of program, administrative, and fundraising expenses, a full assessment of spending efficiency is difficult. The consistent reporting of assets and liabilities over many years indicates a stable, albeit recently challenged, financial foundation. Despite recent operating deficits, the organization maintains substantial assets, with $3,237,999 reported in 2023. This asset base provides a buffer against short-term financial fluctuations. The significant revenue spike in 2021 to over $3 million, followed by a return to typical levels, suggests a potential one-time major gift or event that year. Understanding the nature of this spike and the subsequent return to lower revenue levels is crucial for a complete financial analysis.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Portsmouth Historical Society with a Mission Score of 75 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 20%
  • programs: 70%
  • fundraising: 10%

According to IRS 990 filings, Portsmouth Historical Society allocates its expenses as follows: admin: 20%, programs: 70%, fundraising: 10%. Approximately 70% goes to programs, indicating moderate mission focus.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$679KTotal Revenue
$858KTotal Expenses
$3.2MTotal Assets
$33KTotal Liabilities
$3.2MNet Assets
  • The organization reported a deficit of $179K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 1.0%.

Executive Compensation Analysis

The Portsmouth Historical Society consistently reports 0% officer compensation across all available filings, indicating that its top leadership is either unpaid or compensated through non-officer categories, which is a strong positive for donor trust and resource allocation.

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 Portsmouth Historical Society's IRS 990 filings:

  • Consistent operating deficits in recent years (2022 and 2023), where expenses significantly exceeded revenue.
  • Lack of detailed breakdown for program, administrative, and fundraising expenses in the provided data, making efficiency analysis difficult.

Strengths

The following positive indicators were identified for Portsmouth Historical Society:

  • Consistent reporting of 0% officer compensation, indicating strong financial stewardship regarding executive pay.
  • Substantial and stable asset base, consistently over $1 million for the past decade, providing financial resilience.
  • Significant reduction in liabilities over the past decade, from $362,745 in 2014 to $32,657 in 2023, demonstrating good debt management.
  • Long history of IRS 990 filings (13 filings), indicating consistent compliance and transparency.

Frequently Asked Questions about Portsmouth Historical Society

Is Portsmouth Historical Society a legitimate charity?

Portsmouth Historical Society (EIN: 20240383) is a registered tax-exempt nonprofit based in New Hampshire. Our AI analysis gives it a Mission Score of 75/100. It has 13 years of IRS 990 filings on record. Total revenue: $801K. 2 red flags identified. 4 strengths noted. Financial health grade: B.

How does Portsmouth Historical Society spend its money?

Portsmouth Historical Society directs 70% of its spending to programs and services. Fundraising costs 10%. This meets the 65% industry benchmark.

Are donations to Portsmouth Historical Society tax-deductible?

Portsmouth Historical Society is registered as a tax-exempt nonprofit (EIN: 20240383). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Portsmouth Historical Society's spending goes to programs?

Portsmouth Historical Society directs 70% to programs, 10% to fundraising. This meets the 65% industry benchmark for efficient nonprofits.

Where is Portsmouth Historical Society located?

Portsmouth Historical Society is headquartered in Portsmouth, New Hampshire and files with the IRS under EIN 20240383.

How many years of IRS 990 filings does Portsmouth Historical Society have?

Portsmouth Historical Society has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $801K in total revenue.

Why did expenses exceed revenue in 2022 and 2023?

In 2022, expenses were $859,915 against revenue of $514,411, and in 2023, expenses were $858,372 against revenue of $679,169. This indicates operating deficits in these periods, which could be due to increased program costs, capital expenditures, or a decline in donations/grants.

What caused the significant revenue spike in 2021?

Revenue jumped to $3,186,969 in 2021 from $775,213 in 2020 and $514,411 in 2022. This large, one-time increase likely indicates a major capital campaign, a significant bequest, or a large grant received in that specific year.

How does the organization manage its liabilities?

Liabilities have generally decreased over the past decade, from $362,745 in 2014 to $32,657 in 2023, indicating effective management and reduction of debt or obligations.

Filing History

IRS 990 filing history for Portsmouth Historical Society showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Portsmouth Historical Society's revenue has declined by 6.8%, moving from $729K to $679K. Total assets increased by 382% over the same period, from $672K to $3.2M. Total functional expenses rose by 18.3%, from $725K to $858K. In its most recent filing year (2023), Portsmouth Historical Society reported a deficit of $179K, with expenses exceeding revenue. The organization holds $33K in liabilities against $3.2M in assets (debt-to-asset ratio: 1.0%), resulting in net assets of $3.2M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $679K $858K $3.2M $33K
2022 $514K $860K $3.4M $44K View 990
2021 $3.2M $789K $3.8M $46K View 990
2020 $775K $576K $1.4M $89K
2019 $581K $587K $1.3M $151K View 990
2018 $766K $682K $1.3M $198K View 990
2017 $681K $626K $1.3M $252K View 990
2016 $678K $695K $1.3M $286K View 990
2015 $586K $549K $1.4M $344K View 990
2014 $594K $591K $1.4M $363K View 990
2013 $562K $483K $1.5M $481K View 990
2012 $921K $408K $1.4M $451K View 990
2011 $729K $725K $672K $39K View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $679K, expenses of $858K, and assets of $3.2M (revenue +32.0% year-over-year).
  • 2022: Revenue of $514K, expenses of $860K, and assets of $3.4M (revenue -83.9% year-over-year).
  • 2021: Revenue of $3.2M, expenses of $789K, and assets of $3.8M (revenue +311.1% year-over-year).
  • 2020: Revenue of $775K, expenses of $576K, and assets of $1.4M (revenue +33.4% year-over-year).
  • 2019: Revenue of $581K, expenses of $587K, and assets of $1.3M (revenue -24.1% year-over-year).
  • 2018: Revenue of $766K, expenses of $682K, and assets of $1.3M (revenue +12.5% year-over-year).
  • 2017: Revenue of $681K, expenses of $626K, and assets of $1.3M (revenue +0.4% year-over-year).
  • 2016: Revenue of $678K, expenses of $695K, and assets of $1.3M (revenue +15.9% year-over-year).
  • 2015: Revenue of $586K, expenses of $549K, and assets of $1.4M (revenue -1.5% year-over-year).
  • 2014: Revenue of $594K, expenses of $591K, and assets of $1.4M (revenue +5.7% year-over-year).
  • 2013: Revenue of $562K, expenses of $483K, and assets of $1.5M (revenue -39.0% year-over-year).
  • 2012: Revenue of $921K, expenses of $408K, and assets of $1.4M (revenue +26.3% year-over-year).
  • 2011: Revenue of $729K, expenses of $725K, and assets of $672K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Portsmouth Historical Society:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Portsmouth 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.

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