NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY Charity Report

Public IRS 990 nonprofit record

NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY

EIN 04-2104757 · Education (B)

What they do

SEE SCHEDULE O...

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $58.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe explanation is very short. Ask what work they really do.

They name their leaders32 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

38.11%of revenue went to mission work58.3% of expenses · Program services

14.04%of revenue went to fundraising21.5% of expenses

$65.37spent for every $100 of revenueRevenue covered expenses this year.

13.22%of revenue went to management and office costs20.2% of expenses

$6.01in assets for every $1 spent this yearSome assets cannot be spent right away.

67.4%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $337,296 for RYAN WOODS (PRESIDENT AND CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$24,713,504

Mission workProgram services$9,418,80638.11% of revenue58.3% of expenses

ManagementOffice and general costs$3,267,06613.22% of revenue20.2% of expenses

FundraisingAsking for donations$3,470,42814.04% of revenue21.5% of expenses

Revenue left after expensesReported annual surplus$8,557,20434.63% of revenueShown in gray on the chart

Total expenses$16,156,30065.37% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 58.3% mission · 20.2% management · 21.5% fundraisingTotal expenses: 65.37% of revenue

2023Expense mix: 54.3% mission · 20.1% management · 25.6% fundraisingTotal expenses: 97.62% of revenue

2022Expense mix: 54.5% mission · 20.5% management · 25.0% fundraisingTotal expenses: 94.58% of revenue

2021Expense mix: 68.4% mission · 16.7% management · 14.9% fundraisingTotal expenses: 95.85% of revenue

2020Expense mix: 69.8% mission · 17.1% management · 13.1% fundraisingTotal expenses: 54.25% of revenue

2019Expense mix: 68.4% mission · 18.2% management · 13.4% fundraisingTotal expenses: 107.52% of revenue

2018Expense mix: 71.1% mission · 18.7% management · 10.3% fundraisingTotal expenses: 98.89% of revenue

2017Expense mix: 74.2% mission · 15.9% management · 9.9% fundraisingTotal expenses: 95.62% of revenue

Money in and money out

Revenue$24,713,504

Expenses$16,156,300

Annual surplus $8,557,204 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$9,418,806 · 58.3% of expenses

Management and office costs$3,267,066 · 20.2% of expenses

Fundraising$3,470,428 · 21.5% of expenses

See all reported dollar amounts

Revenue$24,713,504

Expenses$16,156,300

Assets$97,054,844

Income$26,360,024

Contributions$16,650,443

Mission work (program services)$9,418,806

Fundraising$3,470,428

Management and general$3,267,066

Stocks and bonds$36,934,491

Accounting fees$79,800

Investing fees$251,907

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

RYAN WOODSPRESIDENT AND CEO · 35 hrs/week $337,296Base $290,774 · Other $46,522

D BRENTON SIMONSPRESIDENT EMERITUS AND CHIEF STEWARDSHIP OFFICER · 35 hrs/week $298,918Base $262,149 · Other $36,769

MEGHAN HALLOCKCHIEF ADVANCEMENT OFFICER (FORMER) · 35 hrs/week $249,526Base $214,838 · Other $34,688

BRUCE BERNIERCHIEF FINANCIAL OFFICER · 35 hrs/week $237,995Base $195,218 · Other $42,777

EDWARD MACMAHONCHIEF ADVANCEMENT OFFICER · 35 hrs/week $231,149Base $187,345 · Other $43,804

STEVEN SOLOMONASSISTANT VICE PRESIDENT OF ADVANCEMENT · 35 hrs/week $223,819Base $181,920 · Other $41,899

CURT DICAMILLOCURATOR · 35 hrs/week $192,721Base $161,224 · Other $31,497

GINEVRA MORSECHIEF LEARNING AND INTERPRETATION OFFICER · 35 hrs/week $190,820Base $147,007 · Other $43,813

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (32)

RYAN WOODSPRESIDENT AND CEO

D BRENTON SIMONSPRESIDENT EMERITUS AND CHIEF STEWARDSHIP OFFICER

MEGHAN HALLOCKCHIEF ADVANCEMENT OFFICER (FORMER)

BRUCE BERNIERCHIEF FINANCIAL OFFICER

EDWARD MACMAHONCHIEF ADVANCEMENT OFFICER

STEVEN SOLOMONASSISTANT VICE PRESIDENT OF ADVANCEMENT

CURT DICAMILLOCURATOR

GINEVRA MORSECHIEF LEARNING AND INTERPRETATION OFFICER

KELI D LEVINETRUSTEE

JOHN E CORCORANTREASURER

M DAVID SHERRILLVICE CHAIRMAN

MARK KIMBALL NICHOLSCORRESPONDING SECRETARY

MARK T COX IVTRUSTEE

NANCY S MAULSBYTRUSTEE

NORDAHL L BRUETRUSTEE

ROBB ALEY ALLANTRUSTEE

RYAN D TALIAFERROTRUSTEE

SUSAN CARLSONTRUSTEE

THOMAS B HAGENTRUSTEE

JONATHON BUCK TREATTRUSTEE

JOHN S RANDO JRTRUSTEE

ANDREW LANGLOISTRUSTEE

JO ANNE C MAKELYTRUSTEE

HELEN ER SAYLESTRUSTEE

GERARD A HALPIN IIISECRETARY

ERIC N WARDTRUSTEE

ELIZABETH B VITTONTRUSTEE

DAVID M TREBINGCHAIRMAN

BRENDA M WILLIAMSTRUSTEE

BRENDA L JOHNSONTRUSTEE

BRADY BRIM-DEFORESTTRUSTEE

BONNIE REILLYSECOND VICE CHAIRMAN

About this charity

Recognized since: January 1922
Location: 99 NEWBURY ST # 101, BOSTON, MA 02116-3007
County: Suffolk
In care of: BRUCE BERNIER
Primary officer: BRUCE BERNIER, CHIEF FINANCIAL OFFICER

How to reach them

WebsiteVisit the charity’s website Phone(617) 536-5740

Filing and classification

Latest tax year: 2024
Tax period began: September 1, 2024
Return type: 990
Tax preparer: AAFCPAS INC
NTEE classification: Education (B)
IRS tax category: Education