NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY INC (EIN 04-2104757)
- Tax period
- 2016-09-01 to 2017-08-31
- Filed
- 2018-07-03
- IRS object ID
- 201821849349300607
- Schema version
- 2016v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-03T08:05:32-05:00 | ReturnTs |
| Tax Period End | 2017-08-31 | 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 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST MAIN 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 | 2016-09-01 | 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 | D BRENTON SIMONS | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6175365740 | PhoneNum |
| Signature | 2018-07-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES J WEBB CPA | PreparerPersonNm |
| PTIN | P01584539 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2018-06-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | D BRENTON SIMONS | 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 | $16,494,350 | 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 | AMERICA'S FOUNDING GENEALOGICAL ORGANIZATION (ESTABLISHED IN 1845), THE NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY IS THE NATION'S LEADING COMPREHENSIVE RESOURCE FOR FAMILY HISTORY RESEARCH. TO ADVANCE THE STUDY OF FAMILY HISTORY IN AMERICA AND BEYOND, NEHGS EDUCATES, INSPIRES, AND CONNECTS PEOPLE THROUGH OUR SCHOLARSHIP, COLLECTIONS, AND EXPERTISE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 102 | TotalEmployeeCnt |
| Total Volunteers | 186 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$45,871 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,883,405 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,416,665 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,986,049 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,217,513 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,444,308 | PYInvestmentIncomeAmt |
| CY Investment Income | $897,633 | CYInvestmentIncomeAmt |
| PY Other Revenue | $306,024 | PYOtherRevenueAmt |
| CY Other Revenue | $343,370 | CYOtherRevenueAmt |
| PY Total Revenue | $9,619,786 | PYTotalRevenueAmt |
| CY Total Revenue | $13,875,181 | 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 | $5,541,405 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,310,637 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,115,063 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,008,101 | PYOtherExpensesAmt |
| CY Other Expenses | $4,448,611 | CYOtherExpensesAmt |
| PY Total Expenses | $9,549,506 | PYTotalExpensesAmt |
| CY Total Expenses | $10,759,248 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $70,280 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,115,933 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $49,268,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,639,259 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,621,312 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,899,767 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $43,646,695 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,739,492 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ADVANCE THE STUDY OF FAMILY HISTORY IN AMERICA AND BEYOND, NEHGS EDUCATES, INSPIRES, AND CONNECTS PEOPLE THROUGH OUR SCHOLARSHIP, COLLECTIONS, AND EXPERTISE. HOLDING THE LARGEST COLLECTION OF ORIGINAL FAMILY HISTORY RESEARCH MATERIALS IN THE COUNTRY, NEHGS IS THE NATION'S OLDEST AND LARGEST GENEALOGICAL SOCIETY. OUR WEBSITE, AMERICANANCESTORS.ORG, PROVIDES ACCESS TO THOUSANDS OF DATABASES AND SCHOLARLY RESOURCES TO HELP PEOPLE DISCOVER THEIR ANCESTRY. OUR EXPERT STAFF, WHO HELP RESEARCHERS OF ALL LEVELS EXPLORE THEIR PAST AND THEIR FAMILIES UNIQUE PLACE IN HISTORY, SPECIALIZE IN EARLY AMERICAN, IRISH, ENGLAND, ITALIAN, SCOTTISH, AFRICAN-AMERICAN, ATLANTIC AND FRENCH CANADIAN, AND JEWISH GENEALOGY. LOCATED IN BOSTON, OUR RESEARCH LIBRARY HOUSES MILLIONS OF MANUSCRIPTS, BOOKS, PHOTOGRAPHS, AND OTHER RECORDS TO PRESERVE THE STORIES OF FAMILIES IN AMERICA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,905,833 | ExpenseAmt |
| Revenue | $795,313 | RevenueAmt |
| Desc | RESEARCH LIBRARY - ASSISTING MEMBERS AND NON-MEMBERS IN GENEALOGICAL RESEARCH. THE LIBRARY CONTAINS 250,000 VOLUMES OF BOOKS AND 28 MILLION MANUSCRIPT ITEMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,453,514 | ExpenseAmt |
| Desc | WEBSITE - OPERATING AND MAINTAINING AMERICANANCESTORS.ORG, THE WORLD'S MOST USED GENEALOGICAL SOCIETY WEBSITE. IN 2017 THE FAMILY TREE MAGAZINE HONORED AMERICANANCESTORS.ORG AS ONE OF THE BEST US GENEALOGICAL WEBSITES OF THE YEAR. THE WEBSITE HAS 1.6 BILLION SEARCHABLE RECORDS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,664,098 | ExpenseAmt |
| Revenue | $98,999 | RevenueAmt |
| Desc | PUBLICATIONS - PRODUCING BOOKS, JOURNALS, AND MAGAZINES IN FURTHERANCE OF THE SOCIETY'S PURPOSE. NEHGS CONTNUES TO ADVANCE ITS POSITION AS THE SCHOLARLY LEADER IN THE FIELD. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $1,021,836 | $2,392,256 | MEMBER SERVICES - ASSISTING MEMBERS TO GET STARTED IN GENEALOGY. NEHGS SERVICES APPROXIMATELY 26,000 PAID MEMBERS, AND 183,000 REGISTERED NON-MEMBER WEBSITE USERS THROUGHOUT THE WORLD. PAID MEMBERSHIP GREW BY 9.2% IN FY2017. |
| $676,417 | $930,945 | TOURS AND SEMINARS - GENEALOGICAL TOURS AND PRESENTATIONS/SEMINARS FOR MEMBERS AND NON-MEMBERS. PARTICIPATION IN PROGRAMS, PARTICULARLY WEBINAR AND ONLINE COURSES CONTINUE TO GROW YEAR-OVER-YEAR WITH MORE THAN 10,000 TOTAL PARTICIPANTS. |
| $253,406 | $343,370 | RETAIL STORE - SELLING GENEALOGICAL BOOKS AND MERCHANDISE. NET SALES WERE UP 12% YEAR-OVER-YEAR WITH NEHGS PUBLISHED BOOKS LEADING SALES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,951,659 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $3,666,571 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $7,975,104 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | 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 | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 57 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 102 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| 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 | 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 | 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 | CA | 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 | MI | 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 | 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 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEREMY E BENTO | 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 (27 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 |
|---|---|---|---|---|---|---|---|
| NANCY S MAULSBY | |||||||
| CHAIRMAN | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN M FLEMING | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN H CASE | |||||||
| VICE CHAIRMAN | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM R MARSH | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM GRIFFETH | |||||||
| TREASURER | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JO ANNE CROWLEY MAKELY | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN W MONTGOMERY | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| NANCY CLAY WEBSTER | |||||||
| SECRETARY | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PETER C STEINGRABER | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| DAVID H BURNHAM | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN BUCK TREAT | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW P LANGLOIS | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| DIANA M SMITH | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| MORRISON DES WEBB JD | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| LINDA A PESCOSOLIDO | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| JUDITH WAITE FREEMAN | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| KRISTIN L SERVISON | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| DAVID WATSON KRUGER | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| LYNN BRYAN TROWBRIDGE | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS BAILEY HAGEN | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| M DAVID SHERRILL | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| NORDAHL L BRUE | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| D BRENTON SIMONS | |||||||
| CHIEF EXECUTIVE OFFICER | 35.00 | Yes (X) | $357,984 | $0 | $31,498 | ||
| RYAN WOODS | |||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $201,063 | $0 | $14,629 | ||
| EDWARD MACMAHON | |||||||
| VICE PRESIDENT OF DEVELOPM | 35.00 | Yes (X) | $170,824 | $0 | $31,273 | ||
| STEVEN SOLOMON | |||||||
| SENIOR PHILANTHROPY OFFICE | 35.00 | $138,080 | $0 | $23,291 | Yes (X) | ||
| JEREMY BENTO | |||||||
| CONTROLLER | 45.00 | $100,248 | $0 | $26,333 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $968,199 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $127,024 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRAVEL MUSE INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 MONTEZUMA AVENUE 319 | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | TOUR EXPENSES | ServicesDesc |
| Compensation | $194,511 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $8,416,665 | AllOtherContributionsAmt |
| Total Contributions | $8,416,665 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $2,392,256 | $2,392,256 |
| SEMINAR AND OTHER PROGRAM INCOME | 900099 | $1,029,944 | $1,029,944 |
| LIBRARY FEES AND ADMISSIONS | 900099 | $795,313 | $795,313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,217,513 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,269,164 | TotalRevenueColumnAmt |
| Exclusion | $1,269,164 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,935,704 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,307,235 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$371,531 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$371,531 | TotalRevenueColumnAmt |
| Exclusion | -$371,531 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $655,304 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $311,934 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $343,370 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $343,370 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,875,181 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,560,883 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $897,633 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,246,211 | TotalAmt |
| Program Services | $533,070 | ProgramServicesAmt |
| Management And General | $334,339 | ManagementAndGeneralAmt |
| Fundraising | $378,802 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,852,323 | TotalAmt |
| Program Services | $2,972,727 | ProgramServicesAmt |
| Management And General | $629,928 | ManagementAndGeneralAmt |
| Fundraising | $249,668 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $882,375 | TotalAmt |
| Program Services | $723,660 | ProgramServicesAmt |
| Management And General | $85,506 | ManagementAndGeneralAmt |
| Fundraising | $73,209 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,728 | TotalAmt |
| Program Services | $259,493 | ProgramServicesAmt |
| Management And General | $34,101 | ManagementAndGeneralAmt |
| Fundraising | $36,134 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,653 | TotalAmt |
| Management And General | $7,653 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,097 | TotalAmt |
| Management And General | $50,097 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $689,738 | TotalAmt |
| Program Services | $196,155 | ProgramServicesAmt |
| Management And General | $316,813 | ManagementAndGeneralAmt |
| Fundraising | $176,770 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,980 | TotalAmt |
| Program Services | $79,909 | ProgramServicesAmt |
| Fundraising | $1,071 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $891,930 | TotalAmt |
| Program Services | $591,162 | ProgramServicesAmt |
| Management And General | $214,343 | ManagementAndGeneralAmt |
| Fundraising | $86,425 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $924,532 | TotalAmt |
| Program Services | $383,740 | ProgramServicesAmt |
| Management And General | $540,792 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $494,060 | TotalAmt |
| Program Services | $399,506 | ProgramServicesAmt |
| Management And General | $86,481 | ManagementAndGeneralAmt |
| Fundraising | $8,073 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,907 | TotalAmt |
| Program Services | $163,332 | ProgramServicesAmt |
| Management And General | $144,575 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,650 | TotalAmt |
| Management And General | $19,650 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $538,801 | TotalAmt |
| Program Services | $246,624 | ProgramServicesAmt |
| Management And General | $292,177 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,700 | TotalAmt |
| Management And General | $63,700 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $212,857 | $98,339 | $85,436 | $29,082 |
| SUPPLIES | $106,014 | $100,174 | $3,737 | $2,103 |
| CONTENT ACQUISITION | $34,823 | $34,823 | ||
| DUES AND SUBSCRIPTIONS | $20,450 | $7,348 | $13,102 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,419 | TotalAmt |
| Program Services | $1,185,042 | ProgramServicesAmt |
| Management And General | -$1,253,349 | ManagementAndGeneralAmt |
| Fundraising | $73,726 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,759,248 | TotalAmt |
| Program Services | $7,975,104 | ProgramServicesAmt |
| Management And General | $1,669,081 | ManagementAndGeneralAmt |
| Fundraising | $1,115,063 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,336 | BOYAmt |
| EOY | $190,769 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,001,105 | BOYAmt |
| EOY | $1,178,083 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,867,051 | BOYAmt |
| EOY | $9,457,895 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,714 | BOYAmt |
| EOY | $48,219 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $415,317 | BOYAmt |
| EOY | $415,018 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,523 | BOYAmt |
| EOY | $332,165 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,167,943 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,949,741 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,213,090 | BOYAmt |
| EOY | $11,218,202 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,256,176 | BOYAmt |
| EOY | $30,452,470 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,221 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,474 | BOYAmt |
| EOY | $346,438 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,268,007 | BOYAmt |
| EOY | $53,639,259 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $618,129 | BOYAmt |
| EOY | $692,272 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,521,274 | BOYAmt |
| EOY | $1,471,815 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,345,416 | BOYAmt |
| EOY | $1,350,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,136,493 | BOYAmt |
| EOY | $1,385,680 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,621,312 | BOYAmt |
| EOY | $4,899,767 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,560,233 | BOYAmt |
| EOY | $17,765,377 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,114,555 | BOYAmt |
| EOY | $14,896,050 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,971,907 | BOYAmt |
| EOY | $16,078,065 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,646,695 | BOYAmt |
| EOY | $48,739,492 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,268,007 | BOYAmt |
| EOY | $53,639,259 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,115,933 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,032,659 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$7,098 | InvestmentExpenseAmt |
| Other Changes In Net Assets | -$48,697 | 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 | $5,247,586 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,324,741 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,355,616 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,883,405 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,416,665 | CurrentTaxYearAmt |
| Total | $27,228,013 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,508,962 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,496,711 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,283,170 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,461,563 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,872,817 | CurrentTaxYearAmt |
| Total | $20,623,223 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,756,548 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,821,452 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,638,786 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,344,968 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,289,482 | CurrentTaxYearAmt |
| Total | $47,851,236 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,302,149 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,152,085 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,106,222 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,640,361 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $775,885 | CurrentTaxYearAmt |
| Total | $6,976,702 | 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 | $2,302,149 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,152,085 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,106,222 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,640,361 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $775,885 | CurrentTaxYearAmt |
| Total | $6,976,702 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $40,874,534 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $378,621 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $692,643 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,900,024 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,162,443 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,269,164 | CurrentTaxYearAmt |
| Total | $5,402,895 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $378,621 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $692,643 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,900,024 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,162,443 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,269,164 | CurrentTaxYearAmt |
| Total | $5,402,895 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,135,169 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,514,095 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,538,810 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,507,411 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,558,646 | CurrentTaxYearAmt |
| Total | $53,254,131 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.76750 | PublicSupportCY509Pct |
| Public Support PY509 | 0.74870 | PublicSupportPY509Pct |
| Investment Income CY | 0.10150 | InvestmentIncomeCYPct |
| Investment Income PY | 0.09770 | 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 |
| 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 | $19,937,475 | BeginningYearBalanceAmt |
| Contributions | $2,068,791 | ContributionsAmt |
| Investment Earnings Or Losses | $2,106,211 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,809,860 | OtherExpendituresAmt |
| End Year Balance | $22,302,617 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,386,226 | BeginningYearBalanceAmt |
| Contributions | $1,084,116 | ContributionsAmt |
| Investment Earnings Or Losses | $947,865 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,480,732 | OtherExpendituresAmt |
| End Year Balance | $19,937,475 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,768,693 | BeginningYearBalanceAmt |
| Contributions | $643,207 | ContributionsAmt |
| Investment Earnings Or Losses | -$524,153 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,501,521 | OtherExpendituresAmt |
| End Year Balance | $19,386,226 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,758,745 | BeginningYearBalanceAmt |
| Contributions | $1,031,286 | ContributionsAmt |
| Investment Earnings Or Losses | $2,284,662 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,306,000 | OtherExpendituresAmt |
| End Year Balance | $20,768,693 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,841,004 | BeginningYearBalanceAmt |
| Contributions | $618,173 | ContributionsAmt |
| Investment Earnings Or Losses | $1,550,338 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,250,770 | OtherExpendituresAmt |
| End Year Balance | $18,758,745 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.21330 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.72090 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06580 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,226,872 | InvestmentCostOrOtherBasisAmt |
| Book Value | $2,226,872 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,036,410 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,765,846 | DepreciationAmt |
| Book Value | $6,270,564 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,716,723 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,811,164 | DepreciationAmt |
| Book Value | $905,559 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,187,938 | OtherCostOrOtherBasisAmt |
| Depreciation | $372,731 | DepreciationAmt |
| Book Value | $1,815,207 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,218,202 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY PAYABLE | $570,948 |
| ACCRUED RETIREMENT | $814,732 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,385,680 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,852,045 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,032,659 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$48,697 | OtherRevenueAmt |
| Revenue Not Reported | $1,983,962 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,868,083 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $7,098 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $7,098 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,875,181 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,759,248 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,759,248 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,759,248 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 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, 2017. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -48,697. |
| SCHEDULE D, PAGE 4 PART XI | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS |
| 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, 4.40 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 ACROSS SEVEN CENTURIES. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM R HAUSMAN | ||||||||
| 10 WALLACE ROAD | ROCKPORT | MA | 01966 | FUNDRAISING CONSULTING | 0 | $0 | $48,000 | -$48,000 |
| CAROL LOBRON | ||||||||
| 8 LEXINGTON AVENUE | CAMBRIDGE | MA | 02138 | FUNDRAISING CONSULTING | 0 | $0 | $60,000 | -$60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $108,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$108,000 | TotalNetToOrganizationAmt |
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 (4 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 | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $212,015 | $0 | $145,969 | $0 | $0 | $0 | $0 | $0 | $31,498 | $0 | $389,482 | $0 | $0 | $0 |
| RYAN WOODS | ||||||||||||||
| CHIEF OPERATING OFFICER | $176,063 | $0 | $25,000 | $0 | $0 | $0 | $0 | $0 | $14,629 | $0 | $215,692 | $0 | $0 | $0 |
| EDWARD MACMAHON | ||||||||||||||
| VICE PRESIDENT OF DEVELOPM | $160,824 | $0 | $10,000 | $0 | $0 | $0 | $0 | $0 | $31,273 | $0 | $202,097 | $0 | $0 | $0 |
| STEVEN SOLOMON | ||||||||||||||
| SENIOR PHILANTHROPY OFFICE | $138,080 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $23,291 | $0 | $161,371 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $54,965 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 26 | ContributionCnt |
| Noncash Contributions Rpt F990 | $276,847 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS FIRST REVIEWED BY THE BOARD OF TRUSTEES AND BY MANAGEMENT BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT THE ANNUAL BOARD MEETING, ALL BOARD MEMBERS ARE REQUIRED TO RE-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 -48,697. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS AND COMMITTEE RESPONSIBLE FOR OVERSIGHT FO THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
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