NORTH ANDOVER HISTORICAL SOCIETY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NORTH ANDOVER HISTORICAL SOCIETY (EIN 04-2259628)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349315260
- Schema version
- 2024v5.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:22:57-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043100673 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LCW CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 Canal Street Suite 200 | AddressLine1Txt |
| City | Lawrence | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01840 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042259628 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | North Andover Historical Society | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 9786864035 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Massachuetts Ave | AddressLine1Txt |
| City | North Andover | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mark Svendsen | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 9786864035 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | Shannon B Lee CPA | PreparerPersonNm |
| PTIN | P02370900 | PTIN |
| Phone | 9786898822 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Mark Svendsen | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Massachuetts Ave | AddressLine1Txt |
| City | North Andover | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $595,516 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.northandoverhistoricalsociety.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1933 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | The society is dedicated to preserving, aquiring, teaching, exhibiting and researching North Andover history, which it does mainly through its collections. The society serves as a repository for artifacts, archival infomation, and objects made or used in the North Andover area from the late 17th through the early 21st century. In addition, the North Andover Historical Society supports and promotes the architechural and landscape heritage of the town. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $231,697 | PYContributionsGrantsAmt |
| CY Contributions Grants | $360,813 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,268 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $33,543 | CYProgramServiceRevenueAmt |
| PY Investment Income | $199,615 | PYInvestmentIncomeAmt |
| CY Investment Income | $135,837 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,398 | PYOtherRevenueAmt |
| CY Other Revenue | $11,044 | CYOtherRevenueAmt |
| PY Total Revenue | $457,978 | PYTotalRevenueAmt |
| CY Total Revenue | $541,237 | 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 | $117,708 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $158,480 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $33,229 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $33,031 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $68,754 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $444,491 | PYOtherExpensesAmt |
| CY Other Expenses | $426,047 | CYOtherExpensesAmt |
| PY Total Expenses | $595,428 | PYTotalExpensesAmt |
| CY Total Expenses | $617,558 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$137,450 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$76,321 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,823,629 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,033,306 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $26,111 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,631 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,797,518 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,011,675 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The North Andover Historical Society's mission is to be a hub for culture, history, and community engagement. Using its multiple properties, the society host programs and collects, preserves, and shares material the reflects the region's identity, excited the imagination, and promotes a sustainable society. With its roots as a history-focused educational institution, the society has been, and remains, an active and vibrant center of activity for those who class North Andover and the Greater Merrimack Valley home | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $429,584 | ExpenseAmt |
| Revenue | $44,587 | RevenueAmt |
| Desc | We are proud of our 45-year history of working for the school children of North Andover. During this time, we have established a close partnership with the local teachers at various grade levels and have offered teacher training and access to primary sources when requested. We have collaborated on the development of social studies kits for grades K-1 to support early learning initiatives. We continue to invite local teachers to contribute post-visit activity materials for a "pop-up" exhibit, which are featured in out history discovery room. In our venture of saving the textile history museum in Lowell, we have expanded our audience into Lowell and Lawrence. | Desc |
| Total Program Service Expenses | $429,584 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | Yes (1) | 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 | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4 | 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 | 0 | QuidProQuoContributionsInd |
| 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Badass Books by Krisitin LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5086333342 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 Marlon Street | AddressLine1Txt |
| City | Haverhill | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01832 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Stan Limpert | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Therese Leone | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| James Worden | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Stuart Peskoe | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Kyle Scandore | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Mark Pelletier | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Leah Piantedosi | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| David Kres | ||||||
| President | 5.00 | $0 | $0 | $0 | Yes (X) | |
| Mark Svendsen | ||||||
| Treasurer | 5.00 | $0 | $0 | $0 | Yes (X) | |
| Tracy Wakeman | ||||||
| Secretary | 4.00 | $0 | $0 | $0 | Yes (X) | |
| Michael Lenihan | ||||||
| Vice President | 4.00 | $0 | $0 | $0 | Yes (X) | |
| Joanna Collantine Kerr | ||||||
| Executive Director | 40.00 | $84,725 | $0 | $1,541 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $84,725 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,541 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $360,813 | AllOtherContributionsAmt |
| Noncash Contributions | $754 | NoncashContributionsAmt |
| Total Contributions | $360,813 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Program Revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $33,543 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,543 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $33,543 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,239 | TotalRevenueColumnAmt |
| Exclusion | $68,239 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,044 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,044 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,044 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,044 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $121,877 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $54,279 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $67,598 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,598 | TotalRevenueColumnAmt |
| Exclusion | $67,598 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $541,237 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $44,587 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $135,837 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,662 | TotalAmt |
| Program Services | $102,745 | ProgramServicesAmt |
| Management And General | $21,600 | ManagementAndGeneralAmt |
| Fundraising | $14,317 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,951 | TotalAmt |
| Program Services | $5,213 | ProgramServicesAmt |
| Management And General | $1,043 | ManagementAndGeneralAmt |
| Fundraising | $695 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,867 | TotalAmt |
| Program Services | $9,650 | ProgramServicesAmt |
| Management And General | $1,930 | ManagementAndGeneralAmt |
| Fundraising | $1,287 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $923 | TotalAmt |
| Program Services | $923 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,711 | TotalAmt |
| Management And General | $22,711 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,031 | TotalAmt |
| Fundraising | $33,031 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,661 | TotalAmt |
| Program Services | $720 | ProgramServicesAmt |
| Management And General | $5,798 | ManagementAndGeneralAmt |
| Fundraising | $143 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,273 | TotalAmt |
| Program Services | $44,863 | ProgramServicesAmt |
| Management And General | $410 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,627 | TotalAmt |
| Program Services | $111,627 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,672 | TotalAmt |
| Management And General | $18,672 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Program Grants and Expe | $144,544 | $144,544 | ||
| Miscellaneous | $31,114 | $8,668 | $13,531 | $8,915 |
| Bookkeeping | $26,725 | $26,725 | ||
| Events | $10,366 | $10,366 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,431 | TotalAmt |
| Program Services | $631 | ProgramServicesAmt |
| Management And General | $6,800 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $617,558 | TotalAmt |
| Program Services | $429,584 | ProgramServicesAmt |
| Management And General | $119,220 | ManagementAndGeneralAmt |
| Fundraising | $68,754 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,808 | BOYAmt |
| EOY | $75,318 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,472 | BOYAmt |
| EOY | $160,435 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,532 | BOYAmt |
| EOY | $40,252 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,177 | BOYAmt |
| EOY | $18,211 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,148,963 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $895,023 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,286,411 | BOYAmt |
| EOY | $1,253,940 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,689,092 | BOYAmt |
| EOY | $2,941,885 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $497,137 | BOYAmt |
| EOY | $543,265 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,823,629 | BOYAmt |
| EOY | $5,033,306 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,111 | BOYAmt |
| EOY | $21,631 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,111 | BOYAmt |
| EOY | $21,631 | 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 | $4,317,442 | BOYAmt |
| EOY | $4,628,338 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $480,076 | BOYAmt |
| EOY | $383,337 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,797,518 | BOYAmt |
| EOY | $5,011,675 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,823,629 | BOYAmt |
| EOY | $5,033,306 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$76,321 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $290,478 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | 0 | 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 | $770,842 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $376,019 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $192,451 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $231,697 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $360,813 | CurrentTaxYearAmt |
| Total | $1,931,822 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,432 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,001 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,666 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,587 | CurrentTaxYearAmt |
| Total | $182,861 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $801,017 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $405,451 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $244,452 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $258,363 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $405,400 | CurrentTaxYearAmt |
| Total | $2,114,683 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $25,110 | CurrentTaxYearMinus3YearsAmt |
| Total | $25,110 | 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 Minus3 Years | $25,110 | CurrentTaxYearMinus3YearsAmt |
| Total | $25,110 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $2,089,573 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,534 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,682 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,642 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,876 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,239 | CurrentTaxYearAmt |
| Total | $247,973 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,534 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,682 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,642 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,876 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,239 | CurrentTaxYearAmt |
| Total | $247,973 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $836,551 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $445,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $291,094 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $316,239 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $473,639 | CurrentTaxYearAmt |
| Total | $2,362,656 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.88440 | PublicSupportCY509Pct |
| Public Support PY509 | 0.90050 | PublicSupportPY509Pct |
| Investment Income CY | 0.10500 | InvestmentIncomeCYPct |
| Investment Income PY | 0.08940 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,000 | BeginningYearBalanceAmt |
| End Year Balance | $15,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,000 | BeginningYearBalanceAmt |
| End Year Balance | $15,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,000 | BeginningYearBalanceAmt |
| End Year Balance | $15,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,000 | BeginningYearBalanceAmt |
| End Year Balance | $15,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,000 | BeginningYearBalanceAmt |
| End Year Balance | $15,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $80,962 | OtherCostOrOtherBasisAmt |
| Book Value | $80,962 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,018,518 | OtherCostOrOtherBasisAmt |
| Depreciation | $848,384 | DepreciationAmt |
| Book Value | $1,170,134 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,483 | OtherCostOrOtherBasisAmt |
| Depreciation | $46,639 | DepreciationAmt |
| Book Value | $2,844 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,253,940 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Invest in Affiliates | $245,479 |
| Constuction In Progress | $297,786 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $543,265 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | The society serves as a repository for artifacts, archival infomation, and objects made or used in the North Andover area from the late 17th through the early 21st century. |
| Part X, Line 2: | In accordance with section 501(c)(3) of the internal revenue code, the organization is exempt from federal and state income taxes and, accordingly, the combined financial statements do not reflect a provision for income taxes. These determinations have been reviewed according to guidance in a financial accounting standards board pronouncement related to accounting for uncertainty in income taxes. In determining the recognition of uncertain tax positions, the society applies a more-likely-than-not recognition threshold and determines the measurement of uncertain tax positions considering the amounts and probabilities of the outcomes that could be realized upon ultimate settlement with taxing authorities. As of December 31, 2024, the society has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. The society is generally subject to potential examination by taxing jurisdictions for the prior three years. |
| Part V, Line 4 | Earnings from this endowment are to be used for monitoring the historical preservation on specified real estate |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lindsey Mayo | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 Norman Road | AddressLine1Txt |
| City | North Andover | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Grant and fundraising consultant | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $0 | RetainedByContractorAmt |
| Net To Organization | $33,031 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net To Organization | $33,031 | TotalNetToOrganizationAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part 1, Line 2B, List of Ten Highest Paid Fundraisers | FormAndLineReferenceDesc |
| Explanation | Name of Fundraising: Lindsey Mayo Address of Fundraiser: 18 Norman Road, North Andover, MA 01845 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part 1, Line 1, Description of Organization Mission | Andover history, which it does mainly through its collections. The society serves as a repository for artifacts, archival information, and objects made or used in the North Andover area from the late 17th through the early 21st century. In additon, the North Andover Historical Society supports and promotes the architectural and landscape heritage of the town. |
| Form 990, Part VI, Section B, line 11b | The treasurer reviews the tax returns with the finance committee. Copies of the Form 990 and Form PC are emailed to all of the board members |
| Form 990, Part VI, Section C, line 19 | The Organization's tax returns are available upon request |
| Form 990, Part 12, Line 2C | The process has not changed from the prior year |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| Brick Store Company in Andover North Parish | ||||||||
| 800 Massachusetts Ave | North Andover | MA | 01845 | 046122901 | Preservation of Historical Structures | MA | 501(c)(2) | 0 |
| Center Realty Trust | ||||||||
| 800 Massachusetts Ave | North Andover | MA | 01845 | 042348294 | Title Holding Company | MA | 501(c)(2) | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
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