Arts, Culture & Humanities (A82Z) IRS Verified DX Registered 990 on File

BEDFORD HISTORICAL SOCIETY

EIN: 13-6113164 · BEDFORD, NY 10506-0491 · United States · FY 2023 Data

3 out of 5 48 / 100 Based on 2+ years of filings

Financial strength (30%) 73/100

Reliability (20%) 55/100

Effectiveness (25%) 58/100

Impact (25%) No data yet

Financial data: FY 2023 · Scored 9/13/2026

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Mission Statement

Our Mission It is the mission of the Bedford Historical Society to preserve and promote the buildings, landmarks and artifacts that document the history of Bedford, New York; to increase awareness, understanding and appreciation of the Town’s founding and growth; and to strengthen the current and future historic character of the Town. The Bedford Historical Society will: Celebrate and cultivate interest in the history of the town of Bedford. Identify, document and maintain buildings, monuments and natural landscapes of historical significance to the town. Procure, preserve and interpret objects, artifacts, documents and images relating to the natural, literary, artistic and civil history of the Town of Bedford. Provide access to the buildings and collections for research, education and enjoyment through museums and temporary exhibits, events, educational programs and community initiatives. Work in partnership with the Town and local organizations to further the welfare and preservation of the historic character of the community.

Financial Overview — FY 2023

$612K

Total Revenue

$544K

Total Expenses

$4.4M

Net Assets

Employees

Revenue Sources

Expense Breakdown

Program Expense Ratio 63.2%

Fundraising Efficiency 292.2%

Operating Reserve 96.46x

Liability-to-Asset 1.2%

Revenue Diversification 59.4%

Executive Compensation $111K

Compared with Peers

FY 2023

Compared with 16,962 similar organizations (United States, Arts, Culture & Humanities, $100K–$1M in expenses), FY 2023.

This organization Middle half of peers (P25–P75) Peer median

Ratio	This org	Peer median	Position (P10 → P90)
Program expense ratio Program expenses / total expenses · higher is better	63.2%	81.8%	P10P90	Bottom quarter
Admin expense ratio Management and general / total expenses · lower is better	22.4%	14.0%	P10P90	Below median
Fundraising expense ratio Fundraising expenses / total expenses · lower is better	14.4%	0.0%	P10P90	Bottom quarter
Fundraising efficiency Fundraising expenses / gross fundraising income · lower is better	292.2%	28.6%	P10P90	Bottom quarter
Operating reserve Months of expenses covered by net assets · higher is better	96.5 mo	10.4 mo	P10P90	Top quarter
Liabilities to assets Total liabilities / total assets · lower is better	1.2%	1.9%	P10P90	Above median
Revenue concentration Share of revenue from the largest source · lower is better	59.4%	79.8%	P10P90	Top quarter
Revenue growth Year over year revenue growth	10.6%	9.6%	P10P90
Expense growth Year over year expense growth	10.2%	13.6%	P10P90
Surplus margin Surplus as a share of revenue	11.1%	1.2%	P10P90

Financial History

Year	Revenue	Expenses	Net Assets	Program %	Staff
2023	$612K	$544K	$4.4M	63.2%	4
2022	$553K	$493K	$3.9M	64.5%	4
2021	$1.3M	$468K	N/A	—	4

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Organization Details

EIN: 13-6113164
State: NY
City: BEDFORD
ZIP: 10506-0491
Classification: A82Z
Category: Arts, Culture & Humanities
Rating: 3★
Coverage: A
Last Updated: Aug 2026
IRS Ruling Year: 1972
Foundation Code: 16
Form 990: On File

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CharityAI™ rates charities from 0 to 100 using public filings (IRS Form 990 and the equivalent registries outside the US) together with the information the charity itself provides on DonationX. Ratings are recalculated every quarter, without human bias, and shown as stars.

Four pillars

Financial strength30%

Program expense ratio, fundraising efficiency, operating reserves, liabilities and revenue diversification, compared with similar organizations.

Reliability20%

Standing with the registry, filing history, verification and how complete the profile is.

Effectiveness25%

How much goes to programs and how consistently the organization delivers them.

Impact25%

The outcomes the charity reports on DonationX: people served, cost per service and results.

Stars

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