NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY INC (EIN 04-2104757)
- Tax period
- 2022-09-01 to 2023-08-31
- Filed
- 2024-03-13
- IRS object ID
- 202400739349300415
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-13T10:45:47-05:00 | ReturnTs |
| Tax Period End | 2023-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ENGLAND HISTORIC GENEALOGICAL | BusinessNameLine1Txt |
| Business Name Line2 | SOCIETY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWE | BusinessNameControlTxt |
| Phone | 6175365740 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 NEWBURY STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE BERNIER | PersonNm |
| Person Title | VP & CFO | PersonTitleTxt |
| Phone | 6175365740 | PhoneNum |
| Signature | 2024-03-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRUCE | PersonFirstNm |
| Person Last | BERNIER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES J WEBB CPA | PreparerPersonNm |
| PTIN | P01584539 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2024-03-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRUCE BERNIER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 NEWBURY STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,876,444 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | AMERICANANCESTORS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1845 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O... | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 113 | TotalEmployeeCnt |
| Total Volunteers | 222 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,239,522 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,263,332 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,680,687 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,953,946 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,620,643 | PYInvestmentIncomeAmt |
| CY Investment Income | -$337,965 | CYInvestmentIncomeAmt |
| PY Other Revenue | $28,740 | PYOtherRevenueAmt |
| CY Other Revenue | $2,814 | CYOtherRevenueAmt |
| PY Total Revenue | $13,569,592 | PYTotalRevenueAmt |
| CY Total Revenue | $15,882,127 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,372,927 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,703,049 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,758,677 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,634,161 | PYOtherExpensesAmt |
| CY Other Expenses | $6,317,970 | CYOtherExpensesAmt |
| PY Total Expenses | $13,007,088 | PYTotalExpensesAmt |
| CY Total Expenses | $15,021,019 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $562,504 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $861,108 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $58,526,477 | TotalAssetsBOYAmt |
| Total Assets EOY | $66,422,648 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,622,383 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,895,809 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $52,904,094 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $55,526,839 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O... | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $381,596 | ExpenseAmt |
| Revenue | $2,414,078 | RevenueAmt |
| Desc | NEHGS IS A MEMBER-BASED ORGANIZATION WITH MORE THAN 300,000 INDIVIDUAL AND CORPORATE MEMBERSHIPS AND 2.5 MILLION ONLINE VISITS. MEMBERSHIP HAS NUMEROUS BENEFITS INCLUDING ACCESS TO OVER 1.6 BILLION SEARCHABLE NAMES ON AMERICANANCESTORS.ORG; QUARTERLY DELIVERY OF THE MAGAZINE AMERICAN ANCESTORS AND THE FLAGSHIP JOURNAL OF AMERICAN GENEALOGY, THE REGISTER; DISCOUNTS ON RESEARCH-FOR-HIRE AND CONSULTATION; DISCOUNTS ON BOOKS PUBLISHED BY NEHGS; FREE ADMISSION TO THE NEHGS LIBRARY AND SPECIAL COLLECTIONS, NEWSLETTERS AND ITS ASK-A-GENEALOGIST SERVICE; DSICOUNTS ON HOTELS THROUGH HISTORICHOTELS.ORG AND HISTORICHOTELSWORLDWIDE.COM; AND ACCESS TO AMERICAN ANCESTREES, AN ONLINE FAMILY TREE PROGRAM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,656,562 | ExpenseAmt |
| Revenue | $1,326,539 | RevenueAmt |
| Desc | NEHGS HOSTS ONLINE SEMINARS, GUIDED TOURS, CONFERENCES AND EVENTS TO FURTHER KNOWLEDGE OF FAMILY HISTORY. GUIDED RESEARCH TOURS TO LOCATIONS IN THE UNITED STATES, CANADA, AND THE BRITISH ISLES, AS WELL AS RESEARCH PROGRAMS AT THE NEHGS LIBRARY IN BOSTON. EACH PROGRAM INCLUDES INTENSIVE DAYS DEVOTED TO RESEARCH, ONE-ON-ONE CONSULTATIONS, PRESENTATIONS BY NEHGS GENEALOGISTS AND LOCAL EXPERTS, AND SOCIAL ACTIVITIES. ITS ONLINE EDUCATIONAL PROGRAMS COVER A WIDE VARIETY OF TOPICS, AND ARE SUITABLE FOR FAMILY HISTORIANS OF ALL LEVELS OF EXPERIENCE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,492,319 | ExpenseAmt |
| Revenue | $1,181,124 | RevenueAmt |
| Desc | THE NEHGS LIBRARY HAS BEEN NAMED BY USA TODAY AS A TOP 10 WORLD DESTINATION FOR FAMILY HISTORY. THE PUBLIC, MEMBERS AND VISITORS MAY VISIT NEHGS'S EIGHT-STORY LIBRARY AND ARCHIVE WHERE IT OFFERS THE LARGEST COLLECTION OF ORIGINAL FAMILY HISTORY RESEARCH MATERIALS IN THE COUNTRY. THE COLLECTION, WHICH CONTINUES TO GROW THROUGH ACQUISITION AND PRESERVATION ACTIVITIES, DATES FROM THE FOURTEENTH CENTURY TO THE PRESENT AND SPANS NORTH AMERICA, EUROPE, AND BEYOND. IT INCLUDES MORE THAN 28 MILLION DIARIES, LETTERS, PHOTOGRAPHS, AND OTHER MANUSCRIPTS, AND MORE THAN 250,000 BOOKS AND MICROFORMS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,653,496 | ExpenseAmt |
| Revenue | $142,710 | RevenueAmt |
| Desc | NEHGSOFFERS FAMILY HISTORY RESEARCHERS THE MOST-USED GENEALOGICAL SOCIETY WEBSITE IN THE WORLD. AMERICANANCESTORS.ORG PROVIDES ACCESS TO MORE THAN 1.6 BILLION RECORDS SPANNING TWENTY-TWO COUNTRIES COVERING THE UNITED STATES, THE BRITISH ISLES, CONTINENTAL EUROPE, AND BEYOND, INCLUDING ONE OF THE MOST EXTENSIVE ONLINE COLLECTIONS OF EARLY AMERICAN GENEALOGICAL RECORDS, THE LARGEST SEARCHABLE COLLECTION OF PUBLISHED GENEALOGICAL RESEARCH JOURNALS AND MAGAZINES, AND THE LARGEST COLLECTION OF U.S CATHOLIC RECORDS ONLINE. IN 2018, FAMILY TREE MAGAZINE NOTED AMERICANANCESTORS.ORG AS A BEST GENEALOGY RECORDS WEBSITE, AND AS ONE OF THE BEST GENEALOGY WEBSITES IN THE WORLD.NEHGS IS THE NATION'S LEADING PUBLISHER OF FAMILY HISTORY BOOKS AND PERIODICALS SINCE 1847. THROUGH ITS NEWBURY STREET PRESS AND OTHER PUBLICATION ARMS, NEHGS PRODUCES THE NEW ENGLAND HISTORICAL AND GENEALOGICAL REGISTER, ITS FLAGSHIP JOURNAL OF AMERICAN GENEALOGY AND THE OLDEST IN THE FIELD, FOCUSING ON AUTHORITATIVE COMPILED GENEALOGIES, AND AMERICAN ANCESTORS MAGAZINE, PUBLISHED QUARTERLY.NEHGS SELLS ORIGINAL AND THIRD PARTY BOOKS, CHARTS AND GIFTS WHICH ARE AVAILABLE FOR PURCHASE ON LINE THROUGH HTTPS://SHOP.AMERICANANCESTORS.ORG/ AND IN STORE AT ITS 101 NEWBURY STREET HEADQUARTERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,653,496 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $142,710 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $8,183,973 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 61 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 113 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE BERNIER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172261264 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 NEWBURY STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DAVID M TREBING | |||||||
| CHAIRMAN | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THOMAS BAILEY HAGEN | |||||||
| VICE CHAIRMAN (UNTIL 4/23) | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BONNIE REILLY | |||||||
| SECOND VICE CHAIRMAN | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN E CORCORAN | |||||||
| TREASURER | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NANCY S MAULSBY | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK KIMBALL NICHOLS | |||||||
| CORRESPONDING SECRETARY | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| OLIVIA HOOD PARKER | |||||||
| TRUSTEE (UNTIL 4/23) | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY CLAY WEBSTER | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| GERARD A HALPIN III | |||||||
| SECRETARY | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| M DAVID SHERRILL | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH B VITTON | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN J MCCARTHY | |||||||
| TRUSTEE (UNTIL 4/23) | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC N WARD | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| NORDAHL L BRUE | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| SUMNER E ANDERSON | |||||||
| TRUSTEE (UNTIL 4/23) | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENDA L JOHNSON | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN S RANDO JR | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| HELEN ER SAYLES | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK T COX IV | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW LANGLOIS | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBB ALEY ALLAN | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN E CARLSON | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHON BUCK TREAT | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENDA M WILLIAMS | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| KELI D LEVINE | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| JO ANNE C MAKELY | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| D BRENTON SIMONS | |||||||
| PRESIDENT & CEO | 35.00 | Yes (X) | $509,259 | $0 | $44,937 | ||
| RYAN WOODS | |||||||
| EVP & COO | 35.00 | Yes (X) | $342,928 | $0 | $36,225 | ||
| BRUCE BERNIER | |||||||
| VP & CFO | 35.00 | Yes (X) | $178,174 | $0 | $48,099 | ||
| EDWARD MACMAHON | |||||||
| ASSISTANT VP OF ADVANCEMENT | 35.00 | $166,472 | $0 | $48,802 | Yes (X) | ||
| STEVEN SOLOMON | |||||||
| ASSISTANT VP OF ADVANCEMENT | 35.00 | $169,029 | $0 | $40,867 | Yes (X) | ||
| MEGHAN HALLOCK | |||||||
| VP OF ADVANCEMENT | 35.00 | $187,737 | $0 | $20,008 | Yes (X) | ||
| CURT DICAMILLO | |||||||
| CURATOR FOR SPECIAL COLLECTIONS | 35.00 | $149,902 | $0 | $30,285 | Yes (X) | ||
| CLAIRE CAPUZZI | |||||||
| VP FOR DIGITAL STRATEGY | 35.00 | $117,116 | $0 | $18,083 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,820,617 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $287,306 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SCHWARTZSILVER ARCHITECTS INC | |||||
| 75 KNEELAND STREET | BOSTON | MA | 02111 | ARCHITECTURAL | $612,090 |
| BRIGHTDOT LLC | |||||
| 3434 EDWARDS MILL RD SUITE 112-143 | RALEIGH | NC | 27612 | FUNDRAISING CONSULTANT | $345,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $186,363 | FundraisingAmt |
| All Other Contributions | $11,076,969 | AllOtherContributionsAmt |
| Total Contributions | $11,263,332 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 519200 | $2,414,078 | $2,414,078 |
| SEMINAR AND OTHER PROGRAM INCOME | 519200 | $1,326,539 | $1,326,539 |
| LIBRARY FEES AND ADMISSIONS | 519200 | $1,213,329 | $1,213,329 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,953,946 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $614,675 | TotalRevenueColumnAmt |
| Exclusion | $614,675 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,731,422 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,684,062 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$952,640 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$952,640 | TotalRevenueColumnAmt |
| Exclusion | -$952,640 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $53,180 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $186,363 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $160,871 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$107,691 | TotalRevenueColumnAmt |
| Exclusion | -$107,691 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $259,889 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $149,384 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,505 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $110,505 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,882,127 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,064,451 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$445,656 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,197,121 | TotalAmt |
| Program Services | $765,005 | ProgramServicesAmt |
| Management And General | $432,116 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,028,720 | TotalAmt |
| Program Services | $3,061,181 | ProgramServicesAmt |
| Management And General | $1,363,715 | ManagementAndGeneralAmt |
| Fundraising | $1,603,824 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,585 | TotalAmt |
| Program Services | $272,257 | ProgramServicesAmt |
| Management And General | $98,160 | ManagementAndGeneralAmt |
| Fundraising | $116,168 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,191 | TotalAmt |
| Program Services | $310,328 | ProgramServicesAmt |
| Management And General | $71,693 | ManagementAndGeneralAmt |
| Fundraising | $161,170 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,432 | TotalAmt |
| Program Services | $250,350 | ProgramServicesAmt |
| Management And General | $90,261 | ManagementAndGeneralAmt |
| Fundraising | $106,821 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,087 | TotalAmt |
| Management And General | $49,087 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,400 | TotalAmt |
| Management And General | $73,400 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,000 | TotalAmt |
| Management And General | $60,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,566 | TotalAmt |
| Management And General | $266,566 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,853,394 | TotalAmt |
| Program Services | $599,791 | ProgramServicesAmt |
| Management And General | $131,493 | ManagementAndGeneralAmt |
| Fundraising | $1,122,110 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,961 | TotalAmt |
| Program Services | $1,971 | ProgramServicesAmt |
| Management And General | $48,458 | ManagementAndGeneralAmt |
| Fundraising | $4,532 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $965,046 | TotalAmt |
| Program Services | $614,940 | ProgramServicesAmt |
| Management And General | $157,998 | ManagementAndGeneralAmt |
| Fundraising | $192,108 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,106 | TotalAmt |
| Program Services | $55,307 | ProgramServicesAmt |
| Management And General | $215,799 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $417,876 | TotalAmt |
| Program Services | $233,082 | ProgramServicesAmt |
| Management And General | $74,649 | ManagementAndGeneralAmt |
| Fundraising | $110,145 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $610,013 | TotalAmt |
| Program Services | $431,334 | ProgramServicesAmt |
| Management And General | $31,973 | ManagementAndGeneralAmt |
| Fundraising | $146,706 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,631 | TotalAmt |
| Management And General | $153,631 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,460 | TotalAmt |
| Program Services | $134,309 | ProgramServicesAmt |
| Management And General | $254,151 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,406 | TotalAmt |
| Management And General | $120,406 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | $598,717 | $598,717 | ||
| PROGRAM SUPPLIES | $177,183 | $177,183 | ||
| BAD DEBT | $118,158 | $25,967 | $92,191 | |
| MISCELLANEOUS | $96,090 | $60,075 | $27,403 | $8,612 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,876 | TotalAmt |
| Program Services | $1,223,565 | ProgramServicesAmt |
| Management And General | -$1,273,979 | ManagementAndGeneralAmt |
| Fundraising | $94,290 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,021,019 | TotalAmt |
| Program Services | $8,183,973 | ProgramServicesAmt |
| Management And General | $3,078,369 | ManagementAndGeneralAmt |
| Fundraising | $3,758,677 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,960 | BOYAmt |
| EOY | $194,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,088,293 | BOYAmt |
| EOY | $5,906,423 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,220,161 | BOYAmt |
| EOY | $12,311,095 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,868 | BOYAmt |
| EOY | $144,890 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $374,678 | BOYAmt |
| EOY | $367,475 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,326 | BOYAmt |
| EOY | $174,963 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $21,099,525 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,774,142 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,038,099 | BOYAmt |
| EOY | $12,325,383 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,020,476 | BOYAmt |
| EOY | $31,427,598 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,416,616 | BOYAmt |
| EOY | $3,570,821 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,526,477 | BOYAmt |
| EOY | $66,422,648 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,971,110 | BOYAmt |
| EOY | $3,242,756 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,603,986 | BOYAmt |
| EOY | $1,315,410 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,636,358 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700,000 | BOYAmt |
| EOY | $2,760,139 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,347,287 | BOYAmt |
| EOY | $1,941,146 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,622,383 | BOYAmt |
| EOY | $10,895,809 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,897,274 | BOYAmt |
| EOY | $18,749,501 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,006,820 | BOYAmt |
| EOY | $36,777,338 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,904,094 | BOYAmt |
| EOY | $55,526,839 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,526,477 | BOYAmt |
| EOY | $66,422,648 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $861,108 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,196,357 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,434,720 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,231,852 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,514,241 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,871,684 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,239,522 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,263,332 | CurrentTaxYearAmt |
| Total | $41,120,631 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,232,329 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,710,659 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,628,075 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,033,413 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,213,835 | CurrentTaxYearAmt |
| Total | $24,818,311 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,464,181 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,224,900 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,499,759 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,272,935 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,477,167 | CurrentTaxYearAmt |
| Total | $65,938,942 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,516,311 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,954,369 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,726,003 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,372,228 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,020,792 | CurrentTaxYearAmt |
| Total | $13,589,703 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,516,311 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,954,369 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,726,003 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,372,228 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,020,792 | CurrentTaxYearAmt |
| Total | $13,589,703 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $52,349,239 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $694,838 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $658,825 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $622,535 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $472,077 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $614,675 | CurrentTaxYearAmt |
| Total | $3,062,950 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $694,838 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $658,825 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $622,535 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $472,077 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $614,675 | CurrentTaxYearAmt |
| Total | $3,062,950 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,159,019 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,883,725 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,122,294 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,745,012 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,091,842 | CurrentTaxYearAmt |
| Total | $69,001,892 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.75870 | PublicSupportCY509Pct |
| Public Support PY509 | 0.76250 | PublicSupportPY509Pct |
| Investment Income CY | 0.04440 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04830 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $60,600 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $60,600 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | PRETI STRATEGIES IS OUR GOVERNMENT RELATIONS FIRM THAT HAS ASSISTED NEHGS WITH NAVIGATING THE LEGISLATIVE PROCESS TO SEEK GOVERNMENT MONIES FOR OUR OPERATIONS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,606,302 | BeginningYearBalanceAmt |
| Contributions | $1,309,485 | ContributionsAmt |
| Investment Earnings Or Losses | $2,193,423 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,181,000 | OtherExpendituresAmt |
| End Year Balance | $24,928,210 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,778,954 | BeginningYearBalanceAmt |
| Contributions | $1,539,832 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,616,508 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,095,976 | OtherExpendituresAmt |
| End Year Balance | $23,606,302 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,734,983 | BeginningYearBalanceAmt |
| Contributions | $1,461,546 | ContributionsAmt |
| Investment Earnings Or Losses | $5,437,941 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,855,516 | OtherExpendituresAmt |
| End Year Balance | $29,778,954 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,198,895 | BeginningYearBalanceAmt |
| Contributions | $491,400 | ContributionsAmt |
| Investment Earnings Or Losses | $2,931,632 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,886,944 | OtherExpendituresAmt |
| End Year Balance | $24,734,983 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,063,109 | BeginningYearBalanceAmt |
| Contributions | $1,838,426 | ContributionsAmt |
| Investment Earnings Or Losses | $138,936 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,841,576 | OtherExpendituresAmt |
| End Year Balance | $23,198,895 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.31110 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66140 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02750 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,226,872 | OtherCostOrOtherBasisAmt |
| Book Value | $2,226,872 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,471,564 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,113,833 | DepreciationAmt |
| Book Value | $2,357,731 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,160,845 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,660,309 | DepreciationAmt |
| Book Value | $2,500,536 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,240,244 | OtherCostOrOtherBasisAmt |
| Book Value | $5,240,244 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,325,383 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BOOKS IN PROCESS | $437,083 |
| DEFERRED COMPENSATION PLAN | $699,067 |
| BOOKS AND COLLECTIONS | $2,434,671 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,570,821 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY PAYABLE | $741,917 |
| ACCRUED RETIREMENT | $1,199,229 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,941,146 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,538,069 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,196,357 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,434,720 | OtherRevenueAmt |
| Revenue Not Reported | $1,761,637 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,776,432 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $266,566 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$160,871 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $105,695 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,882,127 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,915,324 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,915,324 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $266,566 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$160,871 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $105,695 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,021,019 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | NEHGS ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. NEHGS HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT AUGUST 31, 2023 AND 2022. NEHGS'S TAX AND INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -85,922. WRITE-OFF OF IRREVOCABLE BEQUEST -1,348,798. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DIRECT SPECIAL EVENTS EXPENSE -160,871. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DIRECT SPECIAL EVENTS EXPENSE -160,871. |
| PART V, LINE 4 | NEHGS DESIGNATES ONLY A PORTION OF ITS CUMULATIVE INVESTMENT RETURN FOR SUPPORT OF OPERATIONS; THE REMAINDER IS RETAINED TO SUPPORT OPERATIONS OF FUTURE YEARS AND TO OFFSET POTENTIAL MARKET DECLINES. MASSACHUSETTS STATE LAW ALLOWS THE SOCIETY TO APPROPRIATE AS MUCH OF THE NET APPRECIATION AS IS PRUDENT CONSIDERING NEHGS' LONG AND SHORT-TERM NEEDS, PRESENT AND ANTICIPATED FINANCIAL REQUIREMENTS, EXPECTED TOTAL RETURN ON ITS INVESTMENTS, PRICE LEVEL TRENDS, AND GENERAL ECONOMIC CONDITIONS. UNDER NEHGS' SPENDING POLICY, 4.00 PERCENT OF THE THREE-YEAR AVERAGE OF THE FAIR VALUE OF THE INVESTMENTS (EXCLUDING INVESTMENTS DESIGNATED AS CURRENT ASSETS) AT THE BEGINNING OF EACH OF THE PREVIOUS THREE FISCAL YEARS IS APPROPRIATED TO SUPPORT OPERATIONS. IN THE EVENT OF A SIGNIFICANT MARKET DECLINE, NEHGS WILL CONSIDER ALL FACTORS RELEVANT TO THE STATED GOAL IN DETERMINING ANY CHANGE TO THE APPROPRIATION AS ALLOWED BY UPMIFA. NEHGS HAS AN INVESTMENT POLICY, WHICH COMBINED WITH THE SPENDING RATE, ATTEMPTS TO PROVIDE A PREDICTABLE STREAM OF RETURNS COMBINED WITH ASSET PROTECTION. ENDOWMENT ASSETS INCLUDE THOSE ASSETS RESTRICTED BY DONORS THAT NEHGS MUST HOLD IN PERPETUITY. UNDER NEHGS' INVESTMENT POLICY AND SPENDING RATE, BOTH APPROVED BY THE BOARD OF TRUSTEES, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRODUCE AN INFLATION-ADJUSTED RETURN IN EXCESS OF THE SPENDING RATE OVER A LONG PERIOD OF TIME. ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, NEHGS RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENTS RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). |
| SCHEDULE D, PART III, LINE 4 | THE NEHGS RESEARCH LIBRARY, LOCATED IN BOSTON, IS HOME TO MORE THAN 28 MILLION ORIGINAL DOCUMENTS, ARTIFACTS, RECORDS, MANUSCRIPTS, BOOKS, FAMILY PAPERS, BIBLES, AND PHOTOGRAPHS. THE COLLECTION INCLUDES MATERIALS FROM AROUND THE WORLD AND SPANNING SEVEN CENTURIES. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | JULY EVENT | Event1Nm |
| Gross Receipts Event1 | $164,856 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $130,856 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $34,000 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $22,403 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $49,777 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,450 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $5,790 | OtherDirectExpensesEvent1Amt |
| Event2 | APRIL EVENT | Event2Nm |
| Gross Receipts Event2 | $24,700 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $18,560 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $6,140 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $31,391 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $5,760 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $17,492 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $49,987 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $36,947 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $13,040 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $17,443 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $3,049 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $5,316 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $239,543 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $186,363 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $53,180 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $39,846 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $84,217 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $8,210 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $28,598 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $160,871 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$107,691 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D BRENTON SIMONS | ||||||||||||||
| PRESIDENT & CEO | $286,573 | $0 | $222,686 | $0 | $0 | $0 | $21,350 | $0 | $23,587 | $0 | $554,196 | $0 | $0 | $0 |
| RYAN WOODS | ||||||||||||||
| EVP & COO | $262,528 | $0 | $80,400 | $0 | $0 | $0 | $21,350 | $0 | $14,875 | $0 | $379,153 | $0 | $0 | $0 |
| BRUCE BERNIER | ||||||||||||||
| VP & CFO | $178,174 | $0 | $0 | $0 | $0 | $0 | $13,221 | $0 | $34,878 | $0 | $226,273 | $0 | $0 | $0 |
| EDWARD MACMAHON | ||||||||||||||
| ASSISTANT VP OF ADVANCEMENT | $166,472 | $0 | $0 | $0 | $0 | $0 | $12,614 | $0 | $36,188 | $0 | $215,274 | $0 | $0 | $0 |
| STEVEN SOLOMON | ||||||||||||||
| ASSISTANT VP OF ADVANCEMENT | $169,029 | $0 | $0 | $0 | $0 | $0 | $12,382 | $0 | $28,485 | $0 | $209,896 | $0 | $0 | $0 |
| MEGHAN HALLOCK | ||||||||||||||
| VP OF ADVANCEMENT | $187,737 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $20,008 | $0 | $207,745 | $0 | $0 | $0 |
| CURT DICAMILLO | ||||||||||||||
| CURATOR FOR SPECIAL COLLECTIONS | $149,902 | $0 | $0 | $0 | $0 | $0 | $10,825 | $0 | $19,460 | $0 | $180,187 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | D. BRENTON SIMONS - $21,000 RYAN WOODS - $3,600 BRUCE BERNIER - $21,600 | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| Bond Issued | 2023-04-20 | BondIssuedDt |
| Issue Price | $18,000,000 | IssuePriceAmt |
| Purpose | BUILDING CONSTRUCTION & VISITOR EXPERIENCE CENTER | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $18,000,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $44,200 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $1,636,358 | CapitalExpendituresAmt |
| Unspent | $16,363,642 | UnspentAmt |
| Substantial Completion | 2024 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | Yes (1) | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY'S ("NEHGS") MISSION IS TO ADVANCE THE STUDY OF FAMILY HISTORY IN AMERICA AND BEYOND. WE EDUCATE, INSPIRE, AND CONNECT PEOPLE THROUGH OUR SCHOLARSHIP, COLLECTIONS, AND EXPERTISE. NEHGS EDUCATES, INSPIRES AND CONNECTS PEOPLE THROUGH ITS SCHOLARSHIP, COLLECTIONS, AND EXPERT FAMILY HISTORY SERVICES THROUGH ITS STAFF, ORIGINAL SCHOLARSHIP, DATA-RICH WEBSITE, EDUCATIONAL OPPORTUNITIES, AND RESEARCH CENTER TO HELP FAMILY HISTORIANS OF ALL LEVELS EXPLORE THEIR PAST AND UNDERSTAND THEIR FAMILIES' UNIQUE PLACE IN HISTORY. FOUNDED IN 1845 AND HAVING CELEBRATED ITS 175TH ANNIVERSARY IN 2020, NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY IS THE COUNTRY'S LEADING RESOURCE FOR FAMILY HISTORY RESEARCH. NEHGS HELPS GENEALOGISTS OF ALL SKILL LEVELS IMPROVE THEIR KNOWLEDGE AND UNDERSTANDING OF THEIR FAMILY AND ITS PLACE IN HISTORY. ALTHOUGH THE NAME SAYS NEW ENGLAND, NEHGS PROVIDES EXPERTISE AND RESEARCH IN NEARLY ALL ASPECTS OF FAMILY HISTORY, FROM 17TH-CENTURY COLONIAL NEW ENGLAND THROUGH TWENTIETH-CENTURY IMMIGRATION RESEARCH. DURING FISCAL 2023, NEHGS BEGAN A NEW INITIATIVE CALLED THE 10 MILLION NAMES PROJECT. 10 MILLION NAMES' PURPOSE IS TO RECOVER THE NAMES AND STORIES OF THE ESTIMATED 10 MILLION MEN, WOMEN, AND CHILDREN OF AFRICAN DESCENT WHO WERE ENSLAVED IN AMERICA BETWEEN THE 1500'S AND 1865. NEGHS'S AWARD-WINNING WEBSITE, AMERICANANCESTORS.ORG, IS THE ONLINE REPOSITORY FOR MORE THAN 1.6 BILLION SEARCHABLE NAMES FROM AMERICA AND BEYOND. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE COUNCILORS ELECT THE BOARD MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE COUNCILORS ELECT THE BOARD MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE COUNCILORS ELECT THE BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS FIRST REVIEWED BY THE REPRESENTATIVES OF THE BOARD OF TRUSTEES AND BY MANAGEMENT BEFORE IT IS FILED. THE REPRESENTATIVES ARE THE CHAIRMAN AND THE TREASURER. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ANNUALLY SIGN THE SOCIETY'S CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING THE COMPENSATION OF THE SOCIETY'S TOP MANAGEMENT OFFICIAL IS PERFORMED BY AN INDEPENDENT OUTSIDE CONSULTANT AND INDEPENDENT BOARD DISCUSSION AND EVALUATION. THE PROCESS FOR DETERMINING THE SALARY OF OTHER OFFICERS IS DONE USING COMPARISONS TO SIMILAR LOCALLY FUNCTIONING INSTITUTIONS BY THE BOARD EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE ARE MADE AVAILABLE THROUGH REGULAR MAIL INQUIRIES, AND CAN BE FOUND AT VARIOUS THIRD PARTY WEBSITES. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 599,791. MANAGEMENT AND GENERAL EXPENSES 131,493. FUNDRAISING EXPENSES 1,122,110. TOTAL EXPENSES 1,853,394. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -85,922. LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT -1,348,798. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS AND COMMITTEE RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
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