Upper Pemigewasset Historical Society
Small Historical Society Shows Consistent Financials, Limited Transparency
EIN: 222694817 · Lincoln, NH · Updated: 2026-04-04
| Metric | Value |
|---|---|
| Total Revenue | $25K |
| Total Expenses | $17K |
| Program Spending | 70% |
| Net Assets | $177K |
| Transparency Score | 75/100 |
Search Intent Cockpit
Upper Pemigewasset Historical Society Form 990, Revenue, CEO Pay, and IRS Filing Signals
Upper Pemigewasset Historical Society is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Upper Pemigewasset Historical Society in one place.
Form 990 Filing Summary
13 filing years are available, with latest revenue of $20K and expenses of $17K.
Revenue and Expenses
Upper Pemigewasset Historical Society reported $20K in revenue and $17K in expenses, a surplus of $4K.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
75/100 mission score, 2 red flags, and 3 strengths are shown from structured and AI review.
Is Upper Pemigewasset Historical Society Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $12K (70%) |
Across stored filings, Upper Pemigewasset Historical Society shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
One-Stop Donor, Research, and Peer Context Hub
| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Some Concerns | Good filing record; 2 red flags identified |
| Mission spend | 70% to programs | Good |
| Financial durability | Grade A | 13 stored filing years |
| Peer context | Compare with Hellenic Society Paideia Of New Hampshire | New Hampshire and category context |
Trust Check
Review legitimacy, deductibility, red flags, and filing consistency.
Open charity check →Peer Benchmark
Compare against real state and category peers.
Compare with Hellenic Society Paideia Of New Hampshire →All New Hampshire nonprofits
Local and Sector Spokes
Move into this nonprofit's local market, category, and sector maps.
Lincoln, NH nonprofitsFollow the Money
Jump into spending, compensation, rankings, and filing-year evidence.
State spending analysisState compensation analysis
Relevant rankings
Donation Decision Flow
From Trust Check to Better Alternatives
Alternative Shopping
Similar Nonprofits Donors Should Compare
Hattie A & Fred C Lynam Trust 64
Concord, NH · $1.5M revenue · Score 95/100
Compare side-by-sideCouch Family Foundation
Hanover, NH · $35.9M revenue · Score 90/100
Compare side-by-sideRed Oak Montessori School Inc
Franklin, NH · $159K revenue · Score 90/100
Compare side-by-sideOrder Of The Eastern Star Of New Hampshire Grand Chapter
Nashua, NH · $1.0M revenue · Score 85/100
Compare side-by-sideNext Best Actions
Keep the Investigation Moving
Upper Pemigewasset Historical Society directs 70% of its spending to programs. This meets the industry benchmark of 65% for efficient nonprofits.
About Upper Pemigewasset Historical Society
Upper Pemigewasset Historical Society (EIN: 222694817) is a nonprofit organization based in Lincoln, NH. The organization reported total revenue of $25K and total assets of $192K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Upper Pemigewasset Historical Society's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Upper Pemigewasset Historical Society is a micro nonprofit that has been operating for 40 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -6.8%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $20K |
| Total Expenses | $17K |
| Surplus / Deficit | +$4K |
| Total Assets | $177K |
| Net Assets | $177K |
| Operating Margin | 18.3% |
| Months of Reserves | 127.5 months |
Financial Health Grade: A
In 2023, Upper Pemigewasset Historical Society reported a surplus of $4K with revenue exceeding expenses, holds 127.5 months of operating reserves (strong position).
Financial Trends
Over 13 years of filings (2011–2023), Upper Pemigewasset Historical Society's revenue has declined at a compound annual growth rate (CAGR) of -6.8%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +138.5% | -44.7% | +2.2% |
| 2022 | -67.5% | +204.2% | -11.1% |
| 2021 | +91.6% | +34.2% | +9.2% |
| 2020 | -49.2% | -15.1% | +3.7% |
| 2019 | +106.6% | +15.0% | +11.9% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2000 |
| IRS Ruling Date | 1986 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Upper Pemigewasset 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: 15%
- programs: 70%
- fundraising: 15%
According to IRS 990 filings, Upper Pemigewasset Historical Society allocates its expenses as follows: admin: 15%, programs: 70%, fundraising: 15%. Approximately 70% goes to programs, indicating moderate mission focus.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $4K, with revenue exceeding expenses.
Executive Compensation Analysis
Executive compensation is not reported in the available filings, suggesting it is below the IRS reporting threshold or non-existent.
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 Upper Pemigewasset Historical Society's IRS 990 filings:
- Lack of detailed expense breakdown makes it difficult to fully assess program efficiency.
- Limited public information on specific activities and impact beyond financial data.
Strengths
The following positive indicators were identified for Upper Pemigewasset Historical Society:
- Consistent asset base over several years, indicating financial stability.
- Low reported expenses relative to assets, suggesting conservative financial management.
- No reported liabilities or debt, indicating a healthy balance sheet.
Frequently Asked Questions about Upper Pemigewasset Historical Society
Is Upper Pemigewasset Historical Society a legitimate charity?
Upper Pemigewasset Historical Society (EIN: 222694817) 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: $25K. 2 red flags identified. 3 strengths noted. Financial health grade: A.
How does Upper Pemigewasset Historical Society spend its money?
Upper Pemigewasset Historical Society directs 70% of its spending to programs and services. Fundraising costs 15%. This meets the 65% industry benchmark.
Are donations to Upper Pemigewasset Historical Society tax-deductible?
Upper Pemigewasset Historical Society is registered as a tax-exempt nonprofit (EIN: 222694817). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Upper Pemigewasset Historical Society's spending goes to programs?
Upper Pemigewasset Historical Society directs 70% to programs, 15% to fundraising. This meets the 65% industry benchmark for efficient nonprofits.
Where is Upper Pemigewasset Historical Society located?
Upper Pemigewasset Historical Society is headquartered in Lincoln, New Hampshire and files with the IRS under EIN 222694817.
How many years of IRS 990 filings does Upper Pemigewasset Historical Society have?
Upper Pemigewasset 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 $25K in total revenue.
What does Upper Pemigewasset Historical Society do?
Upper Pemigewasset Historical Society is a nonprofit organization in the Unknown sector, located in Lincoln, New Hampshire. It is classified under NTEE code Unknown.
How much revenue does Upper Pemigewasset Historical Society have?
Upper Pemigewasset Historical Society reported total revenue of $24,614. Based on 13 IRS 990 filings on record.
What are Upper Pemigewasset Historical Society's total assets?
Upper Pemigewasset Historical Society holds total assets of $191,807 as reported in IRS 990 filings.
Where is Upper Pemigewasset Historical Society located?
Upper Pemigewasset Historical Society is based in Lincoln, New Hampshire.
What is Upper Pemigewasset Historical Society's EIN?
Upper Pemigewasset Historical Society's Employer Identification Number (EIN) is 222694817. This is the unique tax ID assigned by the IRS for tax-exempt organizations.
What type of nonprofit is Upper Pemigewasset Historical Society?
Upper Pemigewasset Historical Society is classified under NTEE code Unknown (Unknown).
Is Upper Pemigewasset Historical Society a registered 501(c)(3)?
Upper Pemigewasset Historical Society appears in IRS records (EIN: 222694817). Check the IRS Tax Exempt Organization Search for the most current determination letter status.
Does Upper Pemigewasset Historical Society file IRS Form 990?
Yes, Upper Pemigewasset Historical Society has 13 IRS Form 990 filings on record. The most recent covers tax period 202312.
What was Upper Pemigewasset Historical Society's revenue in 2023?
In the 202312 filing period, Upper Pemigewasset Historical Society reported total revenue of $20,433, total expenses of $16,697, and net assets of $177,381.
Is Upper Pemigewasset Historical Society's revenue growing or declining?
Upper Pemigewasset Historical Society's revenue is growing. Revenue went from $8,569 (202212) to $20,433 (202312), a +138.5% change. Based on 13 filings on record.
What is Upper Pemigewasset Historical Society's most recent 990 filing?
The most recent IRS Form 990 filing for Upper Pemigewasset Historical Society covers tax period 202312. It shows revenue of $20,433, expenses of $16,697, total assets of $177,381, and liabilities of N/A.
How much does Upper Pemigewasset Historical Society spend on programs vs administration?
Based on IRS 990 analysis, Upper Pemigewasset Historical Society allocates approximately 70% of expenses to program services, 15% to administrative costs, and 15% to fundraising. Program spending is moderate relative to overhead.
Is Upper Pemigewasset Historical Society a trustworthy charity?
Based on AI analysis of IRS 990 data, Upper Pemigewasset Historical Society appears trustworthy. Mission Score: 75/100 (Good). 2 red flags identified. 3 strengths noted.
What are the red flags for Upper Pemigewasset Historical Society?
The following concerns were identified: Lack of detailed expense breakdown makes it difficult to fully assess program efficiency.. Limited public information on specific activities and impact beyond financial data.. These flags are based on automated analysis of IRS 990 public filings and should be verified independently.
What are Upper Pemigewasset Historical Society's strengths?
Positive indicators for Upper Pemigewasset Historical Society include: Consistent asset base over several years, indicating financial stability.. Low reported expenses relative to assets, suggesting conservative financial management.. No reported liabilities or debt, indicating a healthy balance sheet.. These findings are derived from AI analysis of the organization's financial filings.
How does Upper Pemigewasset Historical Society compensate executives?
Executive compensation is not reported in the available filings, suggesting it is below the IRS reporting threshold or non-existent. Executive compensation data is sourced from IRS 990 filings, which require disclosure of officer, director, and key employee pay.
Given the consistent asset base and low expenses, what are the primary activities or programs that the Upper Pemigewasset Historical Society funds?
Based on the available financial data, the filings do not provide specific details on programs. The low expense figures (e.g., $16,697 in 2023) suggest that activities might be primarily volunteer-driven or focused on maintaining a physical collection/property with minimal operational overhead.
How does the organization sustain its operations with fluctuating revenues and relatively stable expenses?
The organization appears to rely on its accumulated assets (e.g., $191,807 in 2023) to cover operational expenses when revenues are lower than expenditures, as seen in 2022 where revenues were $8,569 and expenses were $30,201. This indicates a reliance on reserves to maintain stability.
Filing History
IRS 990 filing history for Upper Pemigewasset Historical Society showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Upper Pemigewasset Historical Society's revenue has declined by 57.3%, moving from $48K to $20K. Total assets increased by 6.4% over the same period, from $167K to $177K. Total functional expenses rose by 314.9%, from $4K to $17K. In its most recent filing year (2023), Upper Pemigewasset Historical Society reported a surplus of $4K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $20K | $17K | $177K | $0 | — | — |
| 2022 | $9K | $30K | $174K | $0 | — | View 990 |
| 2021 | $26K | $10K | $195K | $0 | — | — |
| 2020 | $14K | $7K | $179K | $0 | — | View 990 |
| 2019 | $27K | $9K | $172K | $0 | — | View 990 |
| 2018 | $13K | $8K | $154K | $0 | — | View 990 |
| 2017 | $25K | $8K | $165K | $0 | — | View 990 |
| 2016 | $15K | $10K | $148K | $0 | — | View 990 |
| 2015 | $4K | $15K | $144K | $0 | — | View 990 |
| 2014 | $19K | $6K | $154K | $0 | — | — |
| 2013 | $73K | $6K | $2K | $4K | — | View 990 |
| 2012 | $55K | $9K | $184K | $0 | — | View 990 |
| 2011 | $48K | $4K | $167K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $20K, expenses of $17K, and assets of $177K (revenue +138.5% year-over-year).
- 2022: Revenue of $9K, expenses of $30K, and assets of $174K (revenue -67.5% year-over-year).
- 2021: Revenue of $26K, expenses of $10K, and assets of $195K (revenue +91.6% year-over-year).
- 2020: Revenue of $14K, expenses of $7K, and assets of $179K (revenue -49.2% year-over-year).
- 2019: Revenue of $27K, expenses of $9K, and assets of $172K (revenue +106.6% year-over-year).
- 2018: Revenue of $13K, expenses of $8K, and assets of $154K (revenue -47.1% year-over-year).
- 2017: Revenue of $25K, expenses of $8K, and assets of $165K (revenue +67.1% year-over-year).
- 2016: Revenue of $15K, expenses of $10K, and assets of $148K (revenue +267.7% year-over-year).
- 2015: Revenue of $4K, expenses of $15K, and assets of $144K (revenue -78.6% year-over-year).
- 2014: Revenue of $19K, expenses of $6K, and assets of $154K (revenue -74.1% year-over-year).
- 2013: Revenue of $73K, expenses of $6K, and assets of $2K (revenue +31.9% year-over-year).
- 2012: Revenue of $55K, expenses of $9K, and assets of $184K (revenue +15.2% year-over-year).
- 2011: Revenue of $48K, expenses of $4K, and assets of $167K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Upper Pemigewasset Historical Society:
Data Sources and Methodology
This transparency report for Upper Pemigewasset 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.