Nonprofit · EIN 04-6003248
MARBLEHEAD MUSEUM & HISTORICAL SOCIETY INC
Tax-exempt · MARBLEHEAD, MA 01945
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $941,484 | $477,280 | $464,204 | $4,847,070 | $8,000 | $4,839,070 |
| December 31, 2024 | 990 | $926,858 | $338,508 | $588,350 | $4,194,487 | $26,344 | $4,168,143 |
| December 31, 2023 | 990 | $842,953 | $371,945 | $471,008 | $3,484,120 | $36,655 | $3,447,465 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $748,330
- Membership dues
- $21,221
- Program service revenue
- $43,614
- Investment income
- $113,588
- Net rental income
- $1,050
- Net gain from sales of assets
- $53,709
- Net income from fundraising events
- $33,218
- Net income from sales of inventory
- $1,568
- Other revenue
- $35,952
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $145,312
- Salaries, compensation and benefits (total)
- $156,555
- Professional fundraising fees
- $0
- Occupancy
- $69,828
- Depreciation
- $33,931
- Program services (functional)
- $332,829
- Management and general (functional)
- $115,964
- Fundraising (functional)
- $28,487
Balance sheet and other
- Total assets, start of year
- $4,194,487
- Total assets, end of year
- $4,847,070
- Total liabilities, end of year
- $8,000
- Net assets, end of year
- $4,839,070
- Land, buildings and equipment
- $2,744,409
- Publicly traded securities
- $1,869,242
- Net assets without donor restrictions
- $4,496,866
- Net assets with donor restrictions
- $342,204
- Gross receipts
- $1,182,881
- Employees
- 6
- Volunteers
- 75
- Year formed
- 1902
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAUREN MCCORMACK | EXECUTIVE DIRECTOR Trustee or director | 37.5 | $66,967 |
| MAURA K PHELAN | IMMEDIATE PAST PRESIDENT Trustee or director | 2 | $0 |
| BONNIE BUCKLEY | DIRECTOR Trustee or director | 2 | $0 |
| PATTI D BAKER | DIRECTOR Trustee or director | 2 | $0 |
| ANDREW PEACH | DIRECTOR Trustee or director | 2 | $0 |
| KAREN ROSENBERG | DIRECTOR Trustee or director | 2 | $0 |
| MELISSA DREYER | DIRECTOR Trustee or director | 2 | $0 |
| PATTY PEDERSON | PRESIDENT Officer | 2 | $0 |
| KIMBERLY DOWNING | SECRETARY/DIRECTOR Officer | 2 | $0 |
| KARL SMITH | TREASURER/DIRECTOR Officer | 2 | $0 |
| MAEVE RICE | VICE PRESIDENT Officer | 2 | $0 |
990 for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAUREN MCCORMACK | EXECUTIVE DIRECTOR Trustee or director | 37.5 | $65,458 |
| MAURA K PHELAN | IMMEDIATE PAST PRESIDENT Trustee or director | 2 | $0 |
| BONNIE BUCKLEY | DIRECTOR Trustee or director | 2 | $0 |
| PATTI D BAKER | DIRECTOR Trustee or director | 2 | $0 |
| ANDREW PEACH | DIRECTOR Trustee or director | 2 | $0 |
| KAREN ROSENBERG | DIRECTOR Trustee or director | 2 | $0 |
| HAROLD KOKONOS | DIRECTOR Trustee or director | 2 | $0 |
| PATTY PEDERSON | PRESIDENT Officer | 2 | $0 |
| KIMBERLY DOWNING | SECRETARY/DIRECTOR Officer | 2 | $0 |
| PATRICIA LAUSIER | TREASURER/DIRECTOR Officer | 2 | $0 |
| KARL SMITH | TREASURER (APRIL ON) Officer | 2 | $0 |
| MAEVE RICE | VICE PRESIDENT Officer | 2 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAUREN MCCORMACK | EXECUTIVE DIRECTOR Trustee or director | 37.5 | $59,428 |
| MAURA K PHELAN | PRESIDENT/DIRECTOR Trustee or director | 2 | $0 |
| PATTY PEDERSON | V.P./DIRECTOR Trustee or director | 2 | $0 |
| KIMBERLY DOWNING | SECRETARY/DIRECTOR Trustee or director | 2 | $0 |
| PATRICIA LAUSIER | TREASURER/DIRECTOR Trustee or director | 2 | $0 |
| BONNIE BUCKLEY | DIRECTOR Trustee or director | 2 | $0 |
| CHRISTOPHER COUGHLAN | DIRECTOR Trustee or director | 2 | $0 |
| PATTI D BAKER | DIRECTOR (APRIL ON) Trustee or director | 2 | $0 |
| RICHARD CUZNER | DIRECTOR Trustee or director | 2 | $0 |
| HAROLD KOKINOS | DIRECTOR Trustee or director | 2 | $0 |
| FAXON MICHAUD | DIRECTOR Trustee or director | 2 | $0 |
| ELIZABETH MOORE | DIRECTOR Trustee or director | 2 | $0 |
| ANDREW PEACH | DIRECTOR Trustee or director | 2 | $0 |
| KAREN ROSENBERG | DIRECTOR Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 170 WASHINGTON ST, MARBLEHEAD, MA 01945-3340
- In care of
- % PAM PETERSON
- Principal officer (990 for 2025)
- PATRICIA PEDERSON, 170 WASHINGTON STREET, MARBLEHEAD, MA 01945
- Signed the 990
- PATRICIA PEDERSON, PRESIDENT
- Phone
- (781) 631-1768
- Website
- WWW.MARBLEHEADMUSEUM.ORG
- Return prepared by
- PAMELA C BOARDWAY CPA PC
Mission
THE MARBLEHEAD MUSEUM'S MISSION IS TO PRESERVE, PROTECT, AND PROMOTE MARBLEHEAD'S PAST AS A MEANS OF ENRICHING THE PRESENT. THE MUSEUM SHALL COLLECT, STUDY, AND CONSERVE SUCH HISTORIAL MATERIALS AS RELATED TO THE TOWN AND OF THE PERSONS WHOSE LIVES HAVE ALL CONTRIBUTED TO THE DEVELOPMENT OF MARBLEHEAD, AND OTHERWISE INFLUENCED ITS HISTORY. IT SHALL CONSERVE AND PRESERVE RELICS AND PROPERTY OF THE PAST, SUCH AS THE JEREMIAH LEE MANSION AND THE CIVIL WAR & GRAND ARMY OF THE REPUBLIC MUSEUM, AND OTHER PROPERTY, BOTH REAL AND PERSONAL, AS MAY BE GIVEN, BEQUEATHED, PURCHASED, LOANED TO OR OTHERWISE ACQUIRED BY THE MUSEUM. THE MUSEUM WILL USE THE COLLECTION FOR THE EDUCATION, ENJOYMENT, AND BENEFIT OF THE GENERAL PUBLIC. THE MUSEUM IS AN EDUCATIONAL RESOURCE FOR RESIDENTS OF MARBLEHEAD,VISITORS AND SCHOLARS FROM AROUND THE WORLD.
Program accomplishments
- THE MARBLEHEAD MUSEUM ACHIEVES ITS MISSION TO PRESERVE, PROTECT AND PROMOTE THE UNIQUE HISTORY OF MARBLEHEAD THROUGH A VARIETY OF PROGRAMS AND INITIATIVES FOR CHILDREN AND ADULTS. THE MUSEUM AND THE LEE MANSION ARE OPEN TUESDAY THROUGH SATURDAY FROM JUNE THROUGH OCTOBER. THE MUSEUM REMAINS OPEN YEAR ROUND, WHILE THE LEE MANSION IS SEASONAL. ADMISSION TO THE LEE MANSION IS $10 PER PERSON. APPROXIMATELY 6,000 PEOPLE VISIT THE MUSEUM ANNUALLY. THE MUSEUM DOES NOT CHARGE ADMISSION, AND THE CHANGING EXHIBIT AND THE FROST GALLERY ARE OPEN TO VISITORS. THE STAFF IS ALSO AVAILABLE TO HELP WITH RESEARCH QUESTIONS. THE MUSEUM'S THIRD PROPERTY, THE CIVIL WAR AND G.A.R. MUSEUM, IS OPEN ON SATURDAYS IN SPRING, SUMMER AND FALL, WITH NO ADMISSION CHARGE. CHILDREN'S PROGRAMMING INCLUDES AFTER SCHOOL WORKSHOPS, GUIDED TOURS AND ACTIVITIES AT THE LEE MANSION AND THE FROST GALLERY, STAFF VISITS TO CLASSROOMS AND INTERN PROJECTS FOR HIGH SCHOOL AND COLLEGE STUDENTS. ALL CHILDREN'S PROGRAMMING IS FREE. APPROXIMATELY 1,000 STUDENTS, FROM 3RD TO 8TH GRADES OF MARBLEHEAD PUBLIC SCHOOLS VISIT ANNUALLY. AN AVERAGE OF 4 TO 6 STUDENTS FROM LOCAL HIGH SCHOOLS AND COLLEGES WORK ONE ON ONE WITH STAFF THROUGHOUT THE YEAR AS INTERNS. PROGRAMMING FOR ADULTS FOCUSES ON THE SPRING AND FALL LECTURE SERIES, SPONSORED BY MARBLEHEAD HARBOR INVESTMENT COUNSEL, A TOTAL OF 10-12 LECTURES ARE OFFERED EACH YEAR. ALSO, WALKING TOURS OF HISTORIC MARBLEHEAD TAKE PLACE DURING THE SUMMER AND FALL, DAYTIME LECTURE SERIES, KNOWN AS BROWN BAG LUNCH, ARE OFFERED AT NO CHARGE.Expenses $332,829 · revenue $100,057
- THE MUSEUM HAS OVER 60,000 CATALOGUED OBJECTS, ARTIFACTS AND PERSONAL PAPERS IN ITS COLLECTION, MOST OF THE FURNITURE, PAINTINGS AND DECORATIVE ARTS ARE ON DISPLAY IN THE LEE MANSION. A PORTION OF THE MUSEUM'S COLLECTION IS AVAILABLE ONLINE THROUGH THE MUSEUM'S WEBSITE, MARBLEHEADMUSEUM.ORG. THE MUSEUM'S CURATOR WORKS WITH RESEARCHERS BOTH IN PERSON AND THROUGH EMAIL AND TELEPHONE REQUESTS. PURCHASES FOR THE MUSEUM COLLECTION ARE LIMITED.
- THE MARBLEHEAD MUSEUM OFFERS CHANGING EXHIBITS, USUALLY TWO OR THREE EACH YEAR, IN THE MUSEUM'S CHANGING EXHIBIT GALLERY. IN 2022, THE MUSEUM INSTALLED AN EXHIBIT OF THE VICTORIAN PHOTOGRAPHY OF FRED LITCHMAN. OTHER PROGRAMS INCLUDE LECTURES AND WALKING TOURS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-6003248
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1934
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82Z)
- Assets (IRS master file)
- $4,847,070
- Income (IRS master file)
- $1,182,881
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $941,484 | $477,280 | $4,847,070 | XML |
| 990 | December 2024 | $926,858 | $338,508 | $4,194,487 | XML |
| 990 | December 2023 | $842,953 | $371,945 | $3,484,120 | XML |
| 990 | December 2022 | $774,870 | $294,168 | $2,840,399 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6003248).
Questions about MARBLEHEAD MUSEUM & HISTORICAL SOCIETY INC
- What is the EIN of MARBLEHEAD MUSEUM & HISTORICAL SOCIETY INC?
- The employer identification number (EIN) of MARBLEHEAD MUSEUM & HISTORICAL SOCIETY INC is 04-6003248.
- Is MARBLEHEAD MUSEUM & HISTORICAL SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1934.
- Are donations to MARBLEHEAD MUSEUM & HISTORICAL SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MARBLEHEAD MUSEUM & HISTORICAL SOCIETY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MARBLEHEAD MUSEUM & HISTORICAL SOCIETY INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARBLEHEAD MUSEUM & HISTORICAL SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of MARBLEHEAD MUSEUM & HISTORICAL SOCIETY INC?
- The 990 for the year ended December 31, 2025 names PATRICIA PEDERSON.
- Who are the officers and directors of MARBLEHEAD MUSEUM & HISTORICAL SOCIETY INC?
- The 990 for the year ended December 31, 2025 lists 11 people; 1 received compensation from the organization, the highest $66,967 (LAUREN MCCORMACK, EXECUTIVE DIRECTOR).
- How much revenue does MARBLEHEAD MUSEUM & HISTORICAL SOCIETY INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $941,484, expenses of $477,280 and total assets of $4,847,070 at year end.
Other nonprofits in MARBLEHEAD
- MARBLEHEAD COMMUNITY ACCESS AND MEDIA INCORPORATED EIN 27-0335407 · last filed 990 for 2024
- MARBLEHEAD NEWS GROUP INC EIN 88-2367192 · last filed 990 for 2024
- NORTH SHORE CHILDRENS THEATRE EIN 27-3283123 · last filed 990 for 2025
- MARBLEHEAD LITTLE THEATRE INC EIN 04-2665205 · last filed 990 for 2026
- MARBLEHEAD ARTS ASSOCIATION EIN 04-2078801 · last filed 990 for 2025
- MARBLEHEAD FESTIVAL OF ARTS INC EIN 04-6130256 · last filed 990 for 2025
- SYMPHONY BY THE SEA EIN 04-2734344 · last filed 990-EZ for 2025
- ZERO THEATER EIN 93-2198593 · last filed 990-N for 2024
All nonprofits in MARBLEHEAD · Massachusetts · Arts, culture and humanities