2017-05-15T00:00:00-05:00 2016-08-31 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBOROUGH MA 01581 990 2015-09-01 042104757 NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY NEWE 6175365740 101 NEWBURY STREET BOSTON MA 02116 D BRENTON SIMONS CEO 6175365740 2017-04-28 1 CHARLES J WEBB CPA P01584539 5083669100 2017-04-24 2015 2021-01-29 14:40:06Z D BRENTON SIMONS 101 NEWBURY STREET BOSTON MA 02116 11098066 0 X AMERICANANCESTORS.ORG X 1845 MA 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. 22 22 92 186 0 -70364 4355616 3883405 3775028 3986049 2108550 1444308 294913 306024 10534107 9619786 0 0 0 0 5030755 5541405 0 0 1080163 4109743 4008101 9140498 9549506 1393609 70280 49403871 49268007 5468447 5621312 43935424 43646695 X 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. 0 0 2599673 703597 RESEARCH LIBRARY - ASSISTING MEMBERS AND NON-MEMBERS IN GENEALOGICAL RESEARCH. THE LIBRARY CONTAINS 250,000 VOLUMES OF BOOKS AND 28 MILLION MANUSCRIPT ITEMS. 1298401 WEBSITE - OPERATING AND MAINTAINING AMERICANANCESTORS.ORG, THE WORLD'S MOST USED GENEALOGICAL SOCIETY WEBSITE. IN 2016, 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. 1507094 36245 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. 805009 2466236 MEMBER SERVICES - ASSISTING MEMBERS TO GET STARTED IN GENEALOGY. NEHGS SERVICES APPROXIMATELY 26,000 PAID MEMBERS, AND 158,000 REGISTERED NON-MEMBER WEBSITE USERS THROGHOUT THE WORLD. PAID MEMBERSHIP GREW BY 2.4% IN FY2016 800620 779971 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 8,000 TOTAL PARTICIPANTS. 237625 306024 RETAIL STORE - SELLING GENEALOGICAL BOOKS AND MERCHANDISE. NET SALES WERE UP 29% YEAR-OVER-YEAR WITH NEHGS PUBLISHED BOOKS LEADING SALES. 1843254 3552231 7248422 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 39 0 92 1 1 1 0 0 0 0 1 1 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X JEREMY E BENTO 6172261264 101 NEWBURY STREET BOSTON MA 02116 NANCY S MAULSBY VICE CHAIRMAN 1.50 X X 0 0 0 JOHN M FLEMING TRUSTEE 1.50 X 0 0 0 STEPHEN H CASE TRUSTEE 1.50 X 0 0 0 WILLIAM R MARSH TRUSTEE 1.50 X 0 0 0 WILLIAM GRIFFETH TREASURER 1.50 X X 0 0 0 HAROLD HUNTER LEACH JR JD TRUSTEE 1.50 X 0 0 0 JO ANNE CROWLEY MAKELY TRUSTEE 1.50 X 0 0 0 FRANK C RIPLEY PHD TRUSTEE 1.50 X 0 0 0 JONATHAN W MONTGOMERY TRUSTEE 1.50 X 0 0 0 NANCY CLAY WEBSTER TRUSTEE 1.50 X 0 0 0 PETER C STEINGRABER TRUSTEE 1.50 X 0 0 0 DAVID H BURNHAM CHAIRMAN 1.50 X X 0 0 0 JONATHAN BUCK TREAT TRUSTEE 1.50 X 0 0 0 ANDREW P LANGLOIS TRUSTEE 1.50 X 0 0 0 DIANA M SMITH TRUSTEE 1.50 X 0 0 0 MORRISON DES WEBB SECRETARY 1.50 X X 0 0 0 LINDA A PESCOSOLIDO TRUSTEE 1.50 X 0 0 0 JUDITH WAITE FREEMAN TRUSTEE 1.50 X 0 0 0 KRISTIN L SERVISON TRUSTEE 1.50 X 0 0 0 DAVID WATSON KRUGER TRUSTEE 1.50 X 0 0 0 LYNN BRYAN TROWBRIDGE TRUSTEE 1.50 X 0 0 0 HENRY LOUIS GATES JR TRUSTEE 1.50 X 0 0 0 D BRENTON SIMONS CHIEF EXECUTIVE OFFICER 35.00 X 346421 0 29609 RYAN WOODS CHIEF OPERATING OFFICER 40.00 X 187622 0 11709 EDWARD MACMAHON VICE PRESIDENT OF DEVELOPM 35.00 X 157543 0 28688 STEVEN SOLOMON SENIOR PHILANTHROPY OFFICER 35.00 X 132183 0 21791 823769 0 91797 4 0 1 0 NORTHPOINT DIGITAL 130 WEST 42ND STREET STE 550 NEW YORK NY 10036 WEBSITE 203623 1 3883405 3883405 MEMBERSHIP DUES 900099 2466236 2466236 SEMINAR AND OTHER PROGRAM INCOME 900099 816216 816216 LIBRARY FEES AND ADMISSIONS 900099 703597 703597 3986049 1162443 1162443 1590655 1308790 281865 281865 281865 475514 169490 306024 306024 9619786 4292073 0 1444308 810116 473488 162023 174605 3738646 2850895 674651 213100 708817 588946 65055 54816 283826 223368 29354 31104 12474 12474 44796 44796 206661 191007 15654 64897 63080 1817 812032 542399 180384 89249 853111 302671 550440 418011 395999 17457 4555 227640 143078 84562 41696 41696 486725 239000 247725 63375 63375 CAPITAL CAMPAIGN EXPENS 446225 446225 MISCELLANEOUS 175057 110132 60913 4012 SUPPLIES 99446 98755 691 CONTENT ACQUISITION 46925 46925 9030 978679 -1030329 60680 9549506 7248422 1220921 1080163 351456 220336 660881 1001105 13475586 12867051 13266 30714 361629 415317 86635 58523 16670672 5457582 11191392 11213090 21739681 23256176 1408986 98221 114359 107474 49403871 49268007 547944 618129 1333922 1521274 2360917 2345416 1225664 1136493 5468447 5621312 X 11476881 11560233 16608672 16114555 15849871 15971907 43935424 43646695 49403871 49268007 X 70280 -127104 -14268 -325000 107363 X X 0 1 X 1 0 X 2259617 5247586 5324741 4355616 3883405 21070965 3392636 3508962 3496711 4283170 4461563 19143042 5652253 8756548 8821452 8638786 8344968 40214007 648204 2302149 1152085 1106222 1640361 6849021 0 648204 2302149 1152085 1106222 1640361 6849021 33364986 218511 378621 692643 1900024 1162443 4352242 218511 378621 692643 1900024 1162443 4352242 5870764 9135169 9514095 10538810 9507411 44566249 0.74870 0.79140 0.09770 0.07850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 19386226 1084116 947865 1480732 19937475 20768693 643207 -524153 1501521 19386226 18758745 1031286 2284662 1306000 20768693 17841004 618173 1550338 1250770 18758745 18520196 991125 424738 2095055 17841004 0.80110 0.18200 0.01690 0 0 2226872 2226872 8978566 2611701 6366865 3397352 2509282 888070 2067882 336599 1731283 11213090 ANNUITY PAYABLE 526988 ACCRUED RETIREMENT 551209 CAPITAL LEASE OBLIGATION 58296 1136493 X 9139552 -127104 -338862 -465966 9605518 14268 14268 9619786 9103281 -446225 -446225 9549506 0 9549506 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, 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -49,102. CAPITAL CAMPAIGN EXPENSES -446,225. IN-KIND BOOKS AND COLLECTIONS 156,465. PART XII, LINE 2D - OTHER ADJUSTMENTS: CAPITAL CAMPAIGN EXPENSES -446,225. SCHEDULE D, PAGE 4 PART XI SCHEDULE D, PAGE 4 PART XI: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS SCHEDULE D, PAGE 4 PART XII: 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, 4.45 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. X X X X 0 1 0 0 0 0 0 0 0 D BRENTON SIMONS CHIEF EXECUTIVE OFFICER 204703 0 141718 0 0 0 0 0 29609 0 376030 0 0 0 RYAN WOODS CHIEF OPERATING OFFICER 170122 0 17500 0 0 0 0 0 11709 0 199331 0 0 0 EDWARD MACMAHON VICE PRESIDENT OF DEVELOPM 155043 0 2500 0 0 0 0 0 28688 0 186231 0 0 0 STEVEN SOLOMON SENIOR PHILANTHROPY OFFICER 132183 0 0 0 0 0 0 0 21791 0 153974 0 0 0 X 24 199743 FAIR MARKET VALUE X RABB COLLECTION 1 156465 APPRAISED VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 -49,102. IN-KIND BOOKS AND COLLECTIONS 156,465. FORM 990, PART XII, LINE 2C: THE PROCESS AND COMMITTEE RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.