Bartlett Historical Society
Nonprofit profile at a glance
- EIN
- 202424126
- IRS 990 coverage
- 2023–2025
- Forms available
- Form 990 2025, Form 990-EZ 2022, Form 990-N 2015
- Location
- Bartlett, NH, USA
- Phone
- 6033745023
- Rating
- 72
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Historical Societies, Related Historical Activities
Reported finances
- Revenue
- $102,395
- Expenses
- $66,300
- Assets
- $621,198
- Liabilities
- $7,667
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- PHILIP FRANKLIN (PRESIDENT, DIRECTOR)
- HANNELORE CHANDLER (VICE PRESIDENT, DIRECTOR)
People named in this filing
- KATHLEEN HOWARD (CURATOR, DIRECTOR)
- JOHN CHANLEY (DIRECTOR)
- AH BUZZ QUERY (DIRECTOR)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
As a historical society, the organizations mission is the collection and preservation of data and items pertaining to the history of bartlett, nh, livermore, nh; and hart's location, nh as well as stimulating interest in the history of bartlett, nh, livermore, nh, and hart's location through the promotion and conducting of educational opportunities and events related to the history of these three New Hampshire towns and the mount Washington valley region.
What it reported doing in 2025
The historical herald is a quarterly newsletter that provides members and nonmember donors with updates on society events, activities and programs as well as feature historical articles related to bartlett, nh. Expenses are for the printing, supplies and postage to send newsletters to approximately 500 adrresses per quarter.
Operating model
- Revenue model
- Donor-supported. 67% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 52
- Transparency & Controls: 92
- Accountability: 76
- Sustainability: 78
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 39.6%; rating input score 40
- Program expense ratio: 60.7%; rating input score 61
- Fundraising efficiency: $175.23 raised per $1 spent on fundraising; rating input score 89; 89th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
- Governance controls: 3 of 7 controls in place; rating input score 43
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 35.3%; rating input score 84; 84th percentile among comparable filings
- Total-asset coverage ratio: 9.37; rating input score 89; 89th percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 38; 38th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 67; 67th percentile among comparable filings
Growth
- Program expense growth: 69% per year; rating input score 100; 97th percentile among comparable filings
- Revenue growth: 7.2% per year; rating input score 100; 59th percentile among comparable filings
- Asset growth: 15.2% per year; rating input score 100; 75th percentile among comparable filings
Details
- Where the money goes: 39.6% of revenue deployed · 60.7% of spending went to programs
- Governance: 7 of 7 board members independent · 3 of 7 filing controls reported
- Programs: 3 filed program accomplishments · $40K in reported program spending
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 21 of 21 current checks pass
- Schedules: 5 filed schedules · includes major donors
- Filing history: 3 filing years from 2023 to 2025
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Mission deployment rate scored 40/100.
- Moderate — Accountability: Governance controls: 3 of 6 not reported.
- Moderate — Sustainability: Liabilities to assets ratio scored 38/100.