Yarmouth Historical Society

Yarmouth Historical Society maintains strong asset growth and zero officer compensation amidst fluctuating revenues.

EIN: 10351334 · Yarmouth, ME · Updated: 2026-03-28

$784KRevenue
$325KGross Revenue
$6.1MAssets
92/100Mission Score (Excellent)
Yarmouth Historical Society Financial Summary
MetricValue
Total Revenue$784K
Total Expenses$318K
Program Spending85%
CEO/Top Officer Pay$5
Net Assets$5.8M
Transparency Score92/100

Is Yarmouth Historical Society Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

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

Yarmouth Historical Society directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Yarmouth Historical Society

Yarmouth Historical Society (EIN: 10351334) is a nonprofit organization based in Yarmouth, ME. The organization reported total revenue of $784K and total assets of $6.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Yarmouth Historical Society's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

49Years Operating
SmallSize Classification
13Years of Filings
MixedRevenue Trajectory

Yarmouth Historical Society is a small nonprofit that has been operating for 49 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$370K
Total Expenses$318K
Surplus / Deficit+$52K
Total Assets$5.8M
Total Liabilities$293
Net Assets$5.8M
Operating Margin14.1%
Debt-to-Asset Ratio0.0%
Months of Reserves219.9 months

Financial Health Grade: A

In 2023, Yarmouth Historical Society reported a surplus of $52K with revenue exceeding expenses, holds 219.9 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 13 years of filings (2011–2023), Yarmouth Historical Society's revenue has grown at a compound annual growth rate (CAGR) of 6.8%.

YearRevenue ChangeExpense ChangeAsset Change
2023-25.1%+17.9%+4.8%
2022-23.9%+3.0%-10.0%
2021+52.1%+11.2%+14.1%
2020+35.6%-1.8%+3.5%
2019-13.2%+8.4%+5.0%

IRS Tax-Exempt Classification

IRS Classification Codes2000
IRS Ruling Date1977

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

AI Transparency Report

The Yarmouth Historical Society demonstrates a generally stable financial position with consistent asset growth over the past decade, reaching $5,826,916 in 2023. Revenue has fluctuated, with a notable spike in 2015 to $1,858,392, but has otherwise remained in the range of $300,000-$650,000 annually. Expenses have been well-managed, typically staying below revenue, indicating fiscal prudence. The organization consistently reports 0% officer compensation, which is a strong indicator of transparency and a focus on mission over executive pay. Their liabilities are consistently very low, suggesting a healthy balance sheet and minimal financial risk. Spending efficiency appears strong, as expenses have generally been significantly lower than revenue, allowing for asset accumulation. While a detailed breakdown of program, administrative, and fundraising expenses isn't provided in the summary data, the absence of officer compensation suggests that a significant portion of funds is likely directed towards their historical preservation mission. The consistent growth in assets, even during periods of lower revenue, points to effective financial management and investment strategies. Transparency is excellent regarding executive compensation, with no reported officer compensation across all filings. The consistent filing of IRS Form 990s over 13 periods further demonstrates a commitment to public accountability. The organization's financial health appears robust, supported by growing assets, controlled expenses, and a clear dedication to its mission without high executive salaries.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Yarmouth 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: 10%
  • programs: 85%
  • fundraising: 5%

According to IRS 990 filings, Yarmouth Historical Society allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$370KTotal Revenue
$318KTotal Expenses
$5.8MTotal Assets
$293Total Liabilities
$5.8MNet Assets
  • The organization reported a surplus of $52K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is consistently reported at 0% across all available filings, indicating that no officers receive compensation from the organization. This is highly commendable and suggests a volunteer-driven leadership or a strong commitment to directing all funds towards the organization's mission, especially for an organization with assets exceeding $5 million.

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 Yarmouth Historical Society's IRS 990 filings:

  • Fluctuating revenue streams could indicate reliance on unpredictable funding sources, as seen with the large spike in 2015 and subsequent return to lower levels.

Strengths

The following positive indicators were identified for Yarmouth Historical Society:

  • Consistent asset growth, from $3.5M in 2014 to $5.8M in 2023, indicates strong financial management and stability.
  • Zero officer compensation across all filings demonstrates exceptional transparency and dedication to mission.
  • Very low liabilities consistently reported, such as $293 in 2023, indicating minimal financial risk.
  • Expenses are consistently lower than revenue in most years, allowing for capital accumulation.
  • Long history of IRS 990 filings (13 filings) shows a commitment to public accountability.

Frequently Asked Questions about Yarmouth Historical Society

Is Yarmouth Historical Society a legitimate charity?

Yarmouth Historical Society (EIN: 10351334) is a registered tax-exempt nonprofit based in Maine. Our AI analysis gives it a Mission Score of 92/100. It has 13 years of IRS 990 filings on record. Total revenue: $784K. 1 red flag identified. 5 strengths noted. Financial health grade: A.

How does Yarmouth Historical Society spend its money?

Yarmouth Historical Society directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Yarmouth Historical Society tax-deductible?

Yarmouth Historical Society is registered as a tax-exempt nonprofit (EIN: 10351334). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Yarmouth Historical Society CEO make?

Yarmouth Historical Society's highest-compensated officer earns $5 annually. The organization reported $784K in total revenue. Executive compensation data is disclosed in IRS 990 filings.

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

Yarmouth Historical Society directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

Where is Yarmouth Historical Society located?

Yarmouth Historical Society is headquartered in Yarmouth, Maine and files with the IRS under EIN 10351334.

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

Yarmouth 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 $784K in total revenue.

Is Yarmouth Historical Society a good charity?

Based on the provided financial data, Yarmouth Historical Society appears to be a very good charity. They demonstrate strong financial health with growing assets, consistently low liabilities, and excellent transparency regarding executive compensation (0%). Their expenses are well-managed relative to revenue.

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

The organization's financial health has steadily improved over time, with assets growing from $3,514,053 in 2014 to $5,826,916 in 2023. While revenue has fluctuated, expenses have remained controlled, contributing to this consistent asset growth.

What is the trend in their revenue and expenses?

Revenue has been somewhat volatile, ranging from $132,735 in 2014 to a peak of $1,858,392 in 2015, and more recently $370,234 in 2023. Expenses have shown a more stable, gradual increase from $214,369 in 2014 to $317,924 in 2023, consistently staying below revenue in most years.

Filing History

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

Over 13 years of IRS 990 filings (2011–2023), Yarmouth Historical Society's revenue has grown by 120.6%, moving from $168K to $370K. Total assets increased by 198% over the same period, from $2.0M to $5.8M. Total functional expenses rose by 88.3%, from $169K to $318K. In its most recent filing year (2023), Yarmouth Historical Society reported a surplus of $52K, with revenue exceeding expenses. The organization holds $293 in liabilities against $5.8M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $5.8M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $370K $318K $5.8M $293 View 990
2022 $494K $270K $5.6M $521 View 990
2021 $650K $262K $6.2M $505
2020 $427K $235K $5.4M $759 View 990
2019 $315K $240K $5.2M $8K View 990
2018 $363K $221K $5.0M $6K View 990
2017 $358K $233K $4.7M $6K View 990
2016 $241K $249K $4.4M $5K View 990
2015 $1.9M $300K $4.5M $6K View 990
2014 $133K $214K $3.5M $7K View 990
2013 $593K $192K $3.7M $140K View 990
2012 $543K $190K $2.5M $54K View 990
2011 $168K $169K $2.0M $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $370K, expenses of $318K, and assets of $5.8M (revenue -25.1% year-over-year).
  • 2022: Revenue of $494K, expenses of $270K, and assets of $5.6M (revenue -23.9% year-over-year).
  • 2021: Revenue of $650K, expenses of $262K, and assets of $6.2M (revenue +52.1% year-over-year).
  • 2020: Revenue of $427K, expenses of $235K, and assets of $5.4M (revenue +35.6% year-over-year).
  • 2019: Revenue of $315K, expenses of $240K, and assets of $5.2M (revenue -13.2% year-over-year).
  • 2018: Revenue of $363K, expenses of $221K, and assets of $5.0M (revenue +1.3% year-over-year).
  • 2017: Revenue of $358K, expenses of $233K, and assets of $4.7M (revenue +48.5% year-over-year).
  • 2016: Revenue of $241K, expenses of $249K, and assets of $4.4M (revenue -87.0% year-over-year).
  • 2015: Revenue of $1.9M, expenses of $300K, and assets of $4.5M (revenue +1300.1% year-over-year).
  • 2014: Revenue of $133K, expenses of $214K, and assets of $3.5M (revenue -77.6% year-over-year).
  • 2013: Revenue of $593K, expenses of $192K, and assets of $3.7M (revenue +9.1% year-over-year).
  • 2012: Revenue of $543K, expenses of $190K, and assets of $2.5M (revenue +223.7% year-over-year).
  • 2011: Revenue of $168K, expenses of $169K, and assets of $2.0M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Yarmouth 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 Yarmouth 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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