2022-02-22T16:45:33-06:00 2021-08-31 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2020-09-01 042104757 NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY NEWE 6175365740 101 NEWBURY STREET BOSTON MA 02116 D BRENTON SIMONS CEO 6175365740 2022-02-22 1 D BRENTON SIMONS XXX-XX-XXXX CHARLES J WEBB CPA P01584539 5083669100 2022-02-22 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z D BRENTON SIMONS 101 NEWBURY STREET BOSTON MA 02116 26699167 0 X AMERICANANCESTORS.ORG X 1845 MA SEE SCHEDULE O... 22 22 111 293 0 0 6514241 8871684 4248111 4255853 1042362 9259994 190213 135399 11994927 22522930 0 0 0 0 8504409 7943144 0 41400 1598570 4392529 4235240 12896938 12219784 -902011 10303146 59308788 68046034 4669324 4512828 54639464 63533206 X SEE SCHEDULE O... 0 0 930015 2521182 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. 761389 921852 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. 2452611 670895 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. 2317431 141924 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. 163488 131529 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. 1902900 0 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. 4383819 273453 8527834 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 55 0 1 111 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA AL AK CA FL GA HI IL KS KY MD MS MN MI NH NJ NM RI PA OR NC NY WI WV VA UT TN SC X BRUCE BERNIER 6172261264 101 NEWBURY STREET BOSTON MA 02116 D BRENTON SIMONS CHIEF EXECUTIVE OFFICER 35.00 X 457772 0 58223 RYAN WOODS CHIEF OPERATING OFFICER 35.00 X 284696 0 33424 BRUCE BERNIER VP & CFO 35.00 X 142026 0 32430 EDWARD MACMAHON INTERIM VP OF ADVANCEMENT 35.00 X 165976 0 43699 STEVEN SOLOMON ASSISTANT VICE PRESIDENT O 35.00 X 158796 0 34927 BETH BROWN ASSISTANT VICE PRESIDENT O 35.00 X 125816 0 39233 DAVID M TREBING CHAIRMAN 6.00 X X 0 0 0 THOMAS BAILEY HAGEN VICE CHAIRMAN 6.00 X X 0 0 0 BONNIE REILLY SECOND VICE CHAIRMAN 6.00 X X 0 0 0 JOHN E CORCORAN TREASURER 6.00 X X 0 0 0 JO ANNE CROWLEY MAKELY SECRETARY 6.00 X X 0 0 0 SARAH E GUNDERSON CORRESPONDING SECRETARY 6.00 X X 0 0 0 OLIVIA HOOD PARKER TRUSTEE 6.00 X 0 0 0 NANCY CLAY WEBSTER TRUSTEE 6.00 X 0 0 0 JUDITH AVERY TRUSTEE 6.00 X 0 0 0 GERARD A HALPIN III TRUSTEE 6.00 X 0 0 0 ELIZABETH MCCASLIN PASSELA TRUSTEE 6.00 X 0 0 0 M DAVID SHERRILL TRUSTEE 6.00 X 0 0 0 ELIZABETH B VITTON TRUSTEE 6.00 X 0 0 0 STEVEN J MCCARTHY TRUSTEE 6.00 X 0 0 0 ERIC N WARD TRUSTEE 6.00 X 0 0 0 NORDAHL L BRUE TRUSTEE 6.00 X 0 0 0 SUMNER E ANDERSON TRUSTEE 6.00 X 0 0 0 BRENDA L JOHNSON TRUSTEE 6.00 X 0 0 0 MARK KIMBALL NICHOLS TRUSTEE 6.00 X 0 0 0 JOHN S RANDO JR TRUSTEE 6.00 X 0 0 0 HELEN ER SAYLES TRUSTEE 6.00 X 0 0 0 MARK T COX IV TRUSTEE 6.00 X 0 0 0 1335082 0 241936 13 0 1 0 WILLIAM R HAUSMAN 10 WALLACE ROAD ROCKPORT MA 01966 FUNDRAISING CONSULTANT 109162 1 321020 8550664 8871684 MEMBERSHIP DUES 519100 2521182 2521182 SEMINAR AND OTHER PROGRAM INCOME 519100 1063777 1063777 LIBRARY FEES AND ADMISSIONS 519100 670894 670894 4255853 622535 622535 12556638 3919179 8637459 8637459 8637459 20235 321020 16365 3870 3870 372222 240693 131529 131529 22522930 4387382 0 9263864 555601 444481 111120 5813808 3492918 1393782 927108 1164725 856328 84504 223893 409010 301636 31491 75883 26516 26516 65200 65200 41400 41400 272240 272240 1001388 661172 250574 89642 11335 10472 863 927884 596270 222767 108847 272566 61085 211481 79123 39963 13106 26054 57596 48270 3886 5440 10347 10347 670868 300188 370680 92961 92961 REPAIRS AND MAINTENANCE 488209 1439 486770 MISCELLANEOUS 88844 28991 58311 1542 BAD DEBT 57705 51247 6458 PROGRAM SUPPLIES 57263 56964 299 55195 1576410 -1619113 97898 12219784 8527834 2093380 1598570 300996 312367 1177853 997243 10362605 10161573 99996 70002 505650 359946 137948 94419 17727701 8091357 9634205 9636344 33823882 43000407 3265653 3413733 59308788 68046034 1279378 1596505 1435966 1461006 500000 0 1453980 1455317 4669324 4512828 X 20310436 24087970 34329028 39445236 54639464 63533206 59308788 68046034 X 10303146 -1304835 -104569 X X 0 1 X 1 0 X 8416665 5652544 8231852 6514241 8871684 37686986 4872817 5102459 4921246 4490962 4255853 23643337 13289482 10755003 13153098 11005203 13127537 61330323 7109304 2388401 3516311 1954369 1726003 16694388 0 7109304 2388401 3516311 1954369 1726003 16694388 44635935 1269164 616017 694838 658825 622535 3861379 1269164 616017 694838 658825 622535 3861379 14558646 11371020 13847936 11664028 13750072 65191702 0.68470 0.65530 0.05920 0.07220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 24734983 1461546 5437941 1855516 29778954 23198895 491400 2931632 1886944 24734983 24063109 1838426 138936 2841576 23198895 22302617 1882775 1876565 1998848 24063109 19937475 2068791 2106211 1809860 22302617 0.28100 0.54690 0.17210 0 0 2226872 2226872 9168460 5034733 4133727 5566241 3056624 2509617 766128 766128 9636344 BOOKS IN PROCESS 336840 DEFERRED COMPENSATION PLAN 642222 BOOKS AND COLLECTIONS 2434671 3413733 ANNUITY PAYABLE 385911 ACCRUED RETIREMENT 1069406 1455317 X 20857651 -1304835 -104569 -1409404 22267055 272240 -16365 255875 22522930 11941528 0 11941528 272240 6016 278256 12219784 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, 2021 AND 2020. 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 -104,569. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENTS EXPENSE -16,365. PART XII, LINE 4B - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENTS EXPENSE -16,365. MISC. EXPENSE 22,381. 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. X 1 TRUE SENSE MARKETING 155 COMMERCE DR FREEDOM PA 15042 TELEMARKETING 0 115928 41400 74528 WILLIAM R HAUSMAN 10 WALLACE ROAD ROCKPORT MA 01966 FUNDRAISING CONSULTANT 0 0 109162 -109162 115928 150562 -34634 MA APRIL EVENT 207725 207725 594 6973 1972 OCTOBER EVENT 65840 56590 9250 538 2585 1045 2093 2 67690 56705 10985 500 65 341255 321020 20235 1132 9558 1545 4130 16365 3870 X X X X 0 1 0 0 0 0 0 0 0 D BRENTON SIMONS CHIEF EXECUTIVE OFFICER 257017 0 200755 0 0 0 16427 0 41796 0 515995 0 0 0 RYAN WOODS CHIEF OPERATING OFFICER 244696 0 40000 0 0 0 15344 0 18080 0 318120 0 0 0 BRUCE BERNIER VP & CFO 142026 0 0 0 0 0 0 0 32430 0 174456 0 0 0 EDWARD MACMAHON INTERIM VP OF ADVANCEMENT 165976 0 0 0 0 0 8816 0 34883 0 209675 0 0 0 STEVEN SOLOMON ASSISTANT VICE PRESIDENT O 158796 0 0 0 0 0 8176 0 26751 0 193723 0 0 0 BETH BROWN ASSISTANT VICE PRESIDENT O 125816 0 0 0 0 0 6783 0 32450 0 165049 0 0 0 PART I, LINE 4B D. BRENTON SIMONS - $18,000 RYAN WOODS - $3,600 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. 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 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 XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -104,569. FORM 990, PART XII, LINE 2C: THE PROCESS AND COMMITTEE RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SLEECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.