2015-07-15T10:34:51-05:00 2014-08-31 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBOROUGH MA 01581 990 2013-09-01 042104757 NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY NEWE 6175365740 101 NEWBURY STREET BOSTON MA 02116 D BRENTON SIMONS CEO 6175365740 2015-07-10 1 CHARLES J WEBB CPA P01584539 5083669100 2015-07-08 2013 2016-02-25 16:41:14Z D BRENTON SIMONS 101 NEWBURY STREET BOSTON MA 02116 10973738 0 X AMERICANANCESTORS.ORG X 1845 MA THE NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY IS DEDICATED TO ADVANCING THE STUDY OF FAMILY HISTORY IN AMERICA AND BEYOND, BY EDUCATING, INSPIRING, AND CONNECTING PEOPLE THROUGH SCHOLARSHIP, COLLECTIONS, AND EXPERTISE. 22 22 71 146 0 -107778 5247586 5324741 3171463 3164728 1867605 1558033 139757 180318 10426411 10227820 0 0 0 0 4362819 4598664 115400 0 990726 3505996 3632635 7984215 8231299 2442196 1996521 48823241 52211328 5765197 5815384 43058044 46395944 X NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY (NEHGS) IS AMERICA'S FOUNDING GENEALOGICAL ORGANIZATION AND THE MOST RESPECTED NAME IN FAMILY HISTORY. ESTABLISHED IN 1845, NEHGS IS THE NATION'S LEADING COMPREHENSIVE RESOURCE FOR FAMILY HISTORY RESEARCH AND THE LARGEST SOCIETY OF ITS KIND IN THE WORLD. WE PROVIDE EXPERT FAMILY HISTORY SERVICES THROUGH OUR STAFF, ORIGINAL SCHOLARSHIP, DATA-RICH WEBSITE, EDUCATIONAL OPPORTUNITIES, AND RESEARCH CENTER TO HELP FAMILY HISTORIANS OF ALL LEVELS EXPLORE THEIR PAST AND UNDERSTAND THEIR FAMILIES' UNIQUE PLACE IN HISTORY.THE NEHGS SERVICE MODEL INCLUDES FIVE CORE SERVICE COMPONENTS THAT ALLOW FAMILY HISTORIANS OF ANY LEVEL TO ADVANCE THEIR RESEARCH BY USING THE SERVICE MOST SUITED TO THEIR NEEDS.AN EXPERT STAFF: OUR PROFESSIONAL GENEALOGISTS ARE AMONG THE MOST RESPECTED AND ADVANCED IN THE PROFESSION. WITH RESEARCH SPECIALTIES INCLUDING EARLY AMERICAN, NEW ENGLAND, NEW YORK, IRISH, ENGLISH, ITALIAN, SCOTTISH, ATLANTIC AND FRENCH CANADIAN, AFRICAN AMERIC 0 0 2094034 575663 RESEARCH LIBRARY - ASSISTING MEMBERS AND NON-MEMBERS IN GENEALOGICAL RESEARCH:-119,478 TITLES IN THE DIGITAL LIBRARY CATALOG (WE ADD ABOUT 2,000 PER YEAR)-4,877 E-BOOKS TO CHECK OUT (ALL ADDED IN THE LAST YEAR)-CONSULTATIONS UP 53% YEAR-OVER-YEAR-LIBRARY NAMED TOP-10 FAMILY HISTORY DESTINATION IN THE WORLD BY USA TODAY. 1353449 43672 PUBLICATIONS - PRODUCING BOOKS, JOURNALS, AND MAGAZINES IN FURTHERANCE OF THE SOCIETY'S PURPOSE.AWARDS:BOOKBUILDERS OF BOSTON, A PROFESSIONAL ORGANIZATION, PRESENTED ITS AWARDS FOR "THE YEAR'S MOST OUTSTANDING WORK BY NEW ENGLAND PUBLISHERS, PRINTERS AND GRAPHIC DESIGNERS." THIS YEAR, AMERICAN ANCESTORS MAGAZINE WAS AWARDED FIRST PLACE IN THE MAGAZINE DIVISION. THE JUDGES' COMMENTS WERE THAT THE MAGAZINE IS "PROFESSIONAL LAID-OUT, HANDLES DIVERSE CONTENT EFFECTIVELY, AND HAS A FRESH COVER." LYNN BETLOCK, JEAN POWER, AND CARRIE OAKLEY WERE NOTED FOR THEIR EDITORIAL, PRODUCTION, AND DESIGN WORK.OUR BOOK AND GIFT CATALOG FOR 2104/2015 WON FIRST PRIZE IN THE REFERENCE DIVISION. THE JUDGES' COMMENTS WERE THAT THE CATALOG HAS "[A] GREAT PHOTO ON THE COVER, EVOCATIVE AND INTERESTING. CLEAN DESIGN LAYOUT, NICE COLOR CHOICES, AND EASY TO NAVIGATE." SIGNIFICANT CONTRIBUTORS TO THE CATALOG WERE JIM POWER, RICK PARK, AND HENRY HORNBLOWER FOR CONTENT, LESLIE WESTON AND PENNY STRATTON FOR EDITING AND FINAL LAYOUT, BRENTON SIMONS FOR THE COVER PHOTO, AND FREELANCER JIM HOOD FOR THE ORIGINAL DESIGN.AT THE NATIONAL GENEALOGICAL SOCIETY (NGS) ANNUAL CONFERENCE IN ST. CHARLES, MISSOURI, TWO OF OUR PUBLICATIONS WILL RECEIVE NGS BOOK AWARDS. OUR NEWBURY STREET PRESS TITLE, THE NELSON FAMILY OF ROWLEY, MASSACHUSETTS BY CHRISTOPHER CHILD WILL RECEIVE THE NGS AWARD FOR EXCELLENCE: GENEALOGY AND FAMILY HISTORY BOOK. AT THE SAME CEREMONY, ELEMENTS OF GENEALOGICAL ANALYSIS BY ROBERT CHARLES ANDERSON WILL RECEIVE THE NGS AWARD FOR EXCELLENCE: GENEALOGICAL METHODS AND SOURCES. ONLY A SINGLE WORK IS RECOGNIZED IN EACH CATEGORY. OUR NEWBURY STREET PRESS TITLE ANCESTORS AND DESCENDANTS OF GEORGE RUFUS BROWN AND ALICE NELSON PRATT BY CHRISTOPHER CHILD, PATRICIA LAW HATCHER AND KELVIN MEYERS WILL RECEIVE THE BRAINERD T. PECK PRIZE FOR FAMILY HISTORY FROM THE CONNECTICUT SOCIETY OF GENEALOGISTS. 1083279 WEBSITE - OPERATING AND MAINTAINING AMERICANANCESTORS.ORG:-AMERICANANCESTORS.ORG IS THE MOST USED GENEALOGICAL SOCIETY WEBSITE IN THE COUNTRY-AMERICANANCESTORS.ORG IS IN THE TOP 50 MOST USED FAMILY HISTORY WEBSITE IN THE WORLD.-WE ARE ADDING: -1.2 BILLION NAMES -460 MILLION RECORDS -270 MILLION IMAGES 630966 2006674 MEMBER SERVICES - ASSISTING MEMBERS TO GET STARTED IN GENEALOGY. NEHGS SERVES APPROXIMATELY 26,000 PAID-MEMBERS AND 60,000 REGISTERED WEBSITE USERS THROUGH THE UNITED STATES AND WORLD.-91% RETENTION RATE OF MEMBERS-5% GROWTH IN OVERALL MEMBERSHIP 599305 538719 TOURS AND SEMINARS - GENEALOGICAL TOURS AND PRESENTATIONS/SEMINARS FOR MEMBERS AND NON-MEMBERS.-PARTICIPATION TRIPLED SINCE ADDING ONLINE EDUCATION PROGRAMS. 149972 180318 RETAIL STORE - SELLING GENEALOGICAL BOOKS AND MERCHANDISE.-NEHGS PRODUCED BOOKS ARE OUR BEST SELLERS - THIS CATEGORY'S SALES EXCEEDED BUDGET BY 69%. 1380243 2725711 5911005 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 38 0 71 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 BENTO 6172261264 101 NEWBURY STREET BOSTON MA 02116 NANCY S MAULSBY VICE CHAIRMAN 1.50 X X 0 0 0 VIRGINIA WHITMAN KOSTER TRUSTEE 1.50 X 0 0 0 STEPHEN H CASE TRUSTEE 1.50 X 0 0 0 HENRY LOUIS GATES JR PHD TRUSTEE 1.50 X 0 0 0 NANCY CLAY WEBSTER TRUSTEE 1.50 X 0 0 0 DONALD FRIARY PHD TRUSTEE 1.50 X 0 0 0 ANDREW P LANGLOIS TRUSTEE 1.50 X 0 0 0 WILLIAM GRIFFETH TREASURER 1.50 X X 0 0 0 DAVID WATSON KRUGER TRUSTEE 1.50 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 SUSAN P SLOAN TRUSTEE 1.50 X 0 0 0 BONNIE A REILLY TRUSTEE 1.50 X 0 0 0 FRANK C RIPLEY PHD TRUSTEE 1.50 X 0 0 0 PETER M SMALL TRUSTEE 1.50 X 0 0 0 DIANA M SMITH TRUSTEE 1.50 X 0 0 0 MORRISON DES WEBB JD SECRETARY 1.50 X X 0 0 0 CHRISTOPHER M WHITE TRUSTEE 1.50 X 0 0 0 JUDITH WAITE FREEMAN TRUSTEE 1.50 X 0 0 0 PETER C STEINGRABER TRUSTEE 1.50 X 0 0 0 JONATHAN BUCK TREAT TRUSTEE 1.50 X 0 0 0 DAVID H BURNHAM CHAIRMAN 1.50 X X 0 0 0 D BRENTON SIMONS CHIEF EXECUTIVE OFFICER 35.00 X 356646 0 48835 RYAN WOODS CHIEF OPERATING OFFICER 35.00 X 140437 0 37029 EDWARD MACMAHON VICE PRESIDENT OF DEVELOPMENT 35.00 X 147404 0 39353 RALPH J CRANDALL EMERITUS EXECUTIVE DIRECTOR 35.00 X 140391 0 36735 STEVEN SOLOMON MANAGER OF GIFT PLANNING 35.00 X 122552 0 32314 907430 0 194266 5 0 1 0 NORTHPOINT DIGITAL 130 WEST 42ND STREET STE 550 NEW YORK NY 33401 WEBSITE CONSTRUCTION 350013 RIPON COMMUNITY PRINTERS 656 S DOUGLAS STREET RIPON WI 54971 BOOK PRINTING 161492 ARROW CONSULTING AND DESIGN 319 CLEMATIS STREET SUITE 502 WEST PALM BEACH FL 33401 WEBSITE HOSTING 113230 3 5324741 849319 5324741 MEMBERSHIP DUES 900099 2006674 2006674 SEMINAR AND OTHER PROGRAM INCOME 900099 582391 582391 LIBRARY FEES AND ADMISSIONS 900099 575663 575663 3164728 692643 692643 1459643 594253 865390 865390 865390 331983 151665 180318 180318 10227820 3345046 0 1558033 781604 370927 156321 254356 3107338 2302744 710341 94253 133830 100231 30791 2808 311577 292558 7538 11481 264315 183483 59104 21728 9580 9580 44707 44707 330588 252396 78192 63431 58613 4818 773871 513166 177892 82813 626335 174092 452243 291733 261785 29948 148240 9721 138519 30362 30362 525412 273016 252396 56020 56020 CAPITAL CAMPAIGN EXPENS 439501 439501 CONTENT ACQUISITION 103968 103968 SUPPLIES 92046 90715 1331 MISCELLANEOUS 88723 42325 23396 23002 8118 881265 -927782 54635 8231299 5911005 1329568 990726 294325 163631 1007214 987904 13352889 14210142 24449 12041 378241 338748 59683 61235 15860541 4700869 10989952 11159672 17617802 23704822 4841591 1396030 257095 177103 48823241 52211328 672878 689652 1116614 1363832 2596917 2585917 1378788 1175983 5765197 5815384 X 10229941 11620207 17235941 18985685 15592162 15790052 43058044 46395944 48823241 52211328 X 1996521 1489174 -147795 X X 0 1 X 1 0 X 5080318 4084311 2259617 5247586 5324741 21996573 2790393 3127576 3392636 3508962 3496711 16316278 7870711 7211887 5652253 8756548 8821452 38312851 1748748 307594 648204 2302149 1152085 6158780 0 1748748 307594 648204 2302149 1152085 6158780 32154071 68701 140581 218511 378621 692643 1499057 68701 140581 218511 378621 692643 1499057 7939412 7352468 5870764 9135169 9514095 39811908 0.80760 0.80780 0.03770 0.02230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 18641524 1031286 2284662 1306000 20651472 17723783 618173 1550338 1250770 18641524 18402975 991125 424738 2095055 17723783 17287245 436722 1989008 1310000 18402975 16841375 959818 696052 1210000 17287245 0.15800 0.76460 0.07740 0 0 2226872 2226872 8678521 2193879 6484642 2614166 2235542 378624 2340982 271448 2069534 11159672 ANNUITY PAYABLE 566257 ACCRUED RETIREMENT 587941 CAPITAL LEASE OBLIGATION 21785 1175983 X 11569199 1489174 -147795 1341379 10227820 0 10227820 8231299 0 8231299 0 8231299 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, 2014. NEHGS' TAX AND INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS AND GENERALLY REMAIN OPEN FOR THE MOST RECENT THREE YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -147,795. 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, 4.5 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 12 MILLION ORIGINAL DOCUMENTS, ARTIFACTS, RECORDS, MANUSCRIPTS, BOOKS, FAMILY PAPERS, BIBLES, AND PHOTOGRAPHS DATING BACK MORE THAN FOUR CENTURIES. X X X X 0 1 0 0 0 0 0 0 0 D BRENTON SIMONS CHIEF EXECUTIVE OFFICER 219056 0 137590 0 0 0 0 0 48835 0 405481 0 0 0 RYAN WOODS CHIEF OPERATING OFFICER 132937 0 7500 0 0 0 0 0 37029 0 177466 0 0 0 EDWARD MACMAHON VICE PRESIDENT OF DEVELOPMENT 147404 0 0 0 0 0 0 0 39353 0 186757 0 0 0 RALPH J CRANDALL EMERITUS EXECUTIVE DIRECTOR 140391 0 0 0 0 0 0 0 36735 0 177126 0 0 0 STEVEN SOLOMON MANAGER OF GIFT PLANNING 118782 0 3770 0 0 0 0 0 32314 0 154866 0 0 0 X 35 849319 FAIR MARKET 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 -147,795. 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.