Civic Intelligence

Gore Place Society

EIN 04-2104254 • 501(c)3 • Waltham, MA

Pub. 78 Eligible

Profile

The mission of gore place is to preserve and promote the 1806 country estate of christopher and rebecca gore as a unique community resource that tells the story of early 19th century american life.

52 Gore StreetWaltham, MA 02453

www.goreplace.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

16th percentile

0.03x

Higher debt load relative to revenue than 16% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

90th percentile

54%

Higher net margin than 90% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

29th percentile

$127,500

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

77th percentile

15%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

91st percentile

98%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Assets

Up

$13,117,691

Up $1,714,279 (+15%) from 2024

Liabilities

Down

$95,233

Down $39,248 (-29%) from 2024

Net Assets

Up

$13,022,458

Up $1,753,527 (+16%) from 2024

Revenue

Up

$2,979,629

Up $1,476,097 (+98%) from 2024

Expenses

Down

$1,360,698

Down $229,015 (-14%) from 2024

Net Income

Up

$1,618,931

Up $1,705,112 (+1979%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $7,199,985Liabilities 2010: $21,241Net Assets 2010: $7,178,7442010Assets 2011: $9,545,167Liabilities 2011: $22,659Net Assets 2011: $9,522,5082011Assets 2012: $9,349,059Liabilities 2012: $37,801Net Assets 2012: $9,311,2582012Assets 2013: $9,772,813Liabilities 2013: $86,222Net Assets 2013: $9,686,5912013Assets 2014: $10,757,154Liabilities 2014: $92,529Net Assets 2014: $10,664,6252014Assets 2015: $11,737,882Liabilities 2015: $700,808Net Assets 2015: $11,037,0742015Assets 2016: $11,268,721Liabilities 2016: $639,401Net Assets 2016: $10,629,3202016Assets 2017: $10,616,515Liabilities 2017: $65,379Net Assets 2017: $10,551,1362017Assets 2018: $11,108,424Liabilities 2018: $87,599Net Assets 2018: $11,020,8252018Assets 2019: $11,229,342Liabilities 2019: $102,329Net Assets 2019: $11,127,0132019Assets 2020: $11,496,205Liabilities 2020: $460,053Net Assets 2020: $11,036,1522020Assets 2021: $12,316,702Liabilities 2021: $179,933Net Assets 2021: $12,136,7692021Assets 2022: $11,028,232Liabilities 2022: $35,998Net Assets 2022: $10,992,2342022Assets 2023: $11,406,285Liabilities 2023: $180,145Net Assets 2023: $11,226,1402023Assets 2024: $11,403,412Liabilities 2024: $134,481Net Assets 2024: $11,268,9312024Assets 2025: $13,117,691Liabilities 2025: $95,233Net Assets 2025: $13,022,4582025

Highlighted filing

2025

Assets$13,117,691
Liabilities$95,233
Net Assets$13,022,458

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $712,2322010Expenses 2011: $593,0852011Expenses 2012: $678,0152012Revenue 2013: $764,642Expenses 2013: $877,688Net Income 2013: -$113,0462013Revenue 2014: $1,152,458Expenses 2014: $775,121Net Income 2014: $377,3372014Revenue 2015: $1,521,804Expenses 2015: $896,181Net Income 2015: $625,6232015Revenue 2016: $829,821Expenses 2016: $1,089,198Net Income 2016: -$259,3772016Revenue 2017: $958,828Expenses 2017: $1,158,661Net Income 2017: -$199,8332017Revenue 2018: $1,771,230Expenses 2018: $1,091,857Net Income 2018: $679,3732018Revenue 2019: $1,406,120Expenses 2019: $1,181,165Net Income 2019: $224,9552019Revenue 2020: $690,876Expenses 2020: $1,267,199Net Income 2020: -$576,3232020Revenue 2021: $1,074,453Expenses 2021: $1,166,540Net Income 2021: -$92,0872021Revenue 2022: $1,368,187Expenses 2022: $1,404,732Net Income 2022: -$36,5452022Revenue 2023: $1,228,992Expenses 2023: $1,480,448Net Income 2023: -$251,4562023Revenue 2024: $1,503,532Expenses 2024: $1,589,713Net Income 2024: -$86,1812024Revenue 2025: $2,979,629Expenses 2025: $1,360,698Net Income 2025: $1,618,9312025

Highlighted filing

2025

Revenue$2,979,629
Expenses$1,360,698
Net Income$1,618,931

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.1$0.10$13.0$2.98$1.36$1.62
2024Detailed filing. Detailed filing data is available for this year.$11.4$0.13$11.3$1.50$1.59$0.09
2023Detailed filing. Detailed filing data is available for this year.$11.4$0.18$11.2$1.23$1.48$0.25
2022Detailed filing. Detailed filing data is available for this year.$11.0$0.04$11.0$1.37$1.40$0.04
2021Detailed filing. Detailed filing data is available for this year.$12.3$0.18$12.1$1.07$1.17$0.09
2020Detailed filing. Detailed filing data is available for this year.$11.5$0.46$11.0$0.69$1.27$0.58
2019Detailed filing. Detailed filing data is available for this year.$11.2$0.10$11.1$1.41$1.18$0.22
2018Detailed filing. Detailed filing data is available for this year.$11.1$0.09$11.0$1.77$1.09$0.68
2017Detailed filing. Detailed filing data is available for this year.$10.6$0.07$10.6$0.96$1.16$0.20
2016Detailed filing. Detailed filing data is available for this year.$11.3$0.64$10.6$0.83$1.09$0.26
2015Detailed filing. Detailed filing data is available for this year.$11.7$0.70$11.0$1.52$0.90$0.63
2014Detailed filing. Detailed filing data is available for this year.$10.8$0.09$10.7$1.15$0.78$0.38
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.77$0.09$9.69$0.76$0.88$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.35$0.04$9.31$0.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.55$0.02$9.52$0.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.20$0.02$7.18$0.71
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 26, 2026
Return Version
2024v5.5
Gross Receipts
$3,335,920
Mission and Program Overview

Mission

The mission of gore place is to preserve and promote the 1806 country estate of christopher and rebecca gore as a unique community resource that tells the story of early 19th century american life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,342,619$5,499,279▲ $156,660
Land, Buildings, and Equipment, Net$5,630,064$5,405,034▼ $225,030
Pledges and Grants Receivable$8,000$2,000,000▲ $1,992,000
Cash and Non-Interest-Bearing Accounts$204,509$180,746▼ $23,763
Savings and Temporary Cash Investments$40,702$24,220▼ $16,482
Inventories for Sale or Use$15,018$7,762▼ $7,256
Accounts Receivable$162,500$650▼ $161,850
Total Assets$11,403,412$13,117,691▲ $1,714,279
Liabilities
Accounts Payable and Accrued Expenses$111,102$79,817▼ $31,285
Mortgage Notes Payable Secured by Investment Property$23,379$15,416▼ $7,963
Total Liabilities$134,481$95,233▼ $39,248
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,813,356$7,711,096▼ $102,260
Net Assets With Donor Restrictions$3,455,575$5,311,362▲ $1,855,787
Total Net Assets Fund Balance$11,268,931$13,022,458▲ $1,753,527
Total Liabilities and Net Assets / Fund Balance$11,403,412$13,117,691▲ $1,714,279

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,094,660$2,058,644$7,153,304
Equipment$147,109$253,800$400,909
Other Land Buildings$138,665$55,888$194,553
Land$24,600-$24,600

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$5,384,905-▲ $503,379$661,738$5,226,546
2023$5,134,496-▲ $801,765$551,356$5,384,905
2022$4,936,944-▲ $546,210$348,658$5,134,496
2021$6,411,181-▼ $796,826$677,411$4,936,944
2020$5,969,830-▲ $1,240,996$799,645$6,411,181
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Gavin KleespiesExecutive DirectorFT$127,500$127,500

Board Members and Trustees

NameTitle
Debbie DobbinsPresident
Greer CandlerVice President
Michael AylwardVice President
Susan RobertsonDirector Emeritus
Andrew ChinAssistant Treasurer
Richard OlneyAt-large
James F Hunnewell JrClerk
Amey MootGovernor
Anne FarringtonGovernor
Bethe HagopianGovernor
Charlotte PattenGovernor
Clarence RichardsonGovernor
Deborah GevaltGovernor
Douglas HardingGovernor
Jennifer DraytonGovernor
John QuinnGovernor
Kita ReeceGovernor
Lydia KimballGovernor
Nicole MasonGovernor
Robert StorerGovernor
Stewart WoodwardGovernor
Thomas KohlerGovernor
George KimballTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,349,062
Program Service Revenue
$90,291
Investment Income
$408,533
Other Revenue
$131,743
All Other Contributions
$2,298,975
Change in Net Assets
$1,618,931

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,945,395
Revenue Not Reported on Financial Statements
$34,234
Revenue Not Reported on Form 990
$269,911
Total Revenue per Audited Statements
$3,215,306
Total Revenue per Form 990
$2,979,629
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$723,008
Salaries, Compensation, and Employee Benefits$637,690
Total Fundraising Expense$66,187
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$177,125$223,225$48,831$449,181
Depreciation Depletion$254,842--$254,842
Current Officers, Directors, Trustees, and Key Employees$38,136$78,901$10,463$127,500
Fees for Services Accounting-$57,514-$57,514
Insurance$54,894--$54,894
Payroll Taxes$18,345$25,646$5,033$49,024
Office Expenses$5,078$29,356-$34,434
Fees for Service Investment Mgmnt Fees-$34,234-$34,234
Occupancy$33,750--$33,750
Advertising$32,385--$32,385
Information Technology$23,863--$23,863
Other Expenses$13,841$17,739$718$13,841
Other Employee Benefits-$5,820$1,142$6,962
Conferences and Meetings-$6,827-$6,827
Pension Plan Contributions$5,023--$5,023
All Other Expenses$2,494--$2,494
Fees for Services Other-$1,081-$1,081
Total Functional Expenses$814,168$480,343$66,187$1,360,698

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,461,779
Total Expenses per Audited Statements$1,433,654
Total Expenses per Form 990$1,360,698
Expenses Not Reported on Form 990$-28,125
Expenses Not Reported on Financial Statements$-101,081
Other Expense Adjustments$-135,315
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$205,037
Fundraising Direct Expenses$124,095
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Emily RobertsonFamily Member of Executive DirectorCompensation as a Marketing Consultant for the SocietyNo$1,843
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Any person or business may become an annual member of the society immediately upon payment of dues appropriate to the class of membership. The board of governors shall have the power to define the classes of membership and to fix the amount of dues and priveleges for each class.

Form 990, Part VI, Section A, Line 7A

At the annual meeting, the members have the right to nominate from the floor and also vote for a slate.

Form 990, Part VI, Section B, Line 11B

A copy of form 990 is provided to the executive committee and the board of governors for review and approval prior to filing.

Form 990, Part VI, Section B, Line 12C

Annually, the board of governors is presented with the conflict of interest policy and board members are asked to sign if they have not done so. All new board members are required to sign the policy upon joining the board.

Form 990, Part VI, Section B, Line 15A

The executive director's compensation is reviewed annually by the board of governors as well as an annual comparison to regional association's salary survey.

Form 990, Part VI, Section C, Line 19

The society makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Gore Place Society
EIN
04-2104254
Phone
7818942798
Address
52 GORE STREET, WALTHAM, MA 02453

Signing Officer

Name
Gavin Kleespies
Title
Executive Director
Phone
7818942798
Signed
2026-02-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gavin Kleespies
Formed
1935
Legal Domicile
Ma
Voting Board Members
23
Independent Board Members
23
Employees
21
Volunteers
56

Preparer

Firm
Plante & Moran Pllc
Address
401 EDGEWATER PLACE SUITE 300, WAKEFIELD, MA 01880-6208
Preparer
Jody K Booth
Phone
7812459999
Supplemental Narrative

Financial Statement Notes

PART III, LINE 1A:

The society has elected to not disclose donated collections under u.s. Gaap as they met all of the following criteria: (1) held for public exhibition, education, or research in furtherance of public service rather than financial gain, (2) protected, kept unencumbered, cared for, preserved, and (3) subject to an organizational policy that requires the proceeds of items that are sold to be used to acquire other items for collections. The collections, which were acquired through purchases and contributions since the society's inception, are not recognized as assets on the accompanying statements of financial position. Purchases of collection items are recorded as expenses in the year in which the items are acquired. The society has a de-accession program to sell items of its collections that do not meet the objectives of the society's overall mission. Under the policy, proceeds from sales of collections shall be placed in a fund restricted to purchase future collection items that meet the society's mission and goals. There were no significant sales of collections during the year.

PART III, LINE 4:

The society's collections consist of furnishings and other accessories of the late 18th and early 19th century.

PART V, LINE 4:

The society's board designated endowments are used at the board's discretion. The term endowments represent cumulative earnings and appreciation on permanent endowments that are restricted for: grounds, maintenance and acquisition of collection items and subject to the society's spending policy. The society uses the earnings on its permanent endowments in accordance with donor instructions or its spending policy.

PART X, LINE 2:

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 june 30, 2025, the society has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses net with fundraising income 124,095. Cost of goods sold net with inventory sales 11,220.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

OIL SPILL -28,125.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Fundraising expenses net with fundraising income -124,095. Cost of goods sold net with inventory sales -11,220.

Raw XML AppendixShowing 400 of 634 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0THE MISSION OF GORE PLACE IS TO PRESERVE AND PROMOTE THE 1806 COUNTRY ESTATE OF CHRISTOPHER AND REBECCA GORE AS A UNIQUE COMMUNITY RESOURCE THAT TELLS THE STORY OF EARLY 19TH CENTURY AMERICAN LIFE.
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IRS990/Desc0MUSEUM OPERATIONS - GORE PLACE SOCIETY PRESERVES, RESTORES AND PROMOTES THE EARLY 19TH CENTURY ESTATE OF CHRISTOPHER AND REBECCA GORE AS A UNIQUE COMMUNITY RESOURCE THAT TELLS THE STORY OF EARLY 19TH CENTURY AMERICA. GORE PLACE IS A NATIONAL HISTORIC LANDMARK WITH PARTICULAR SIGNIFICANCE FOR ARCHITECTURE AND AMERICAN LABOR HISTORY. THE MANSION HOUSES THE LARGEST COLLECTION OF EARLY 19TH CENTURY BOSTON-MADE FURNITURE IN A HISTORIC HOUSE. GORE PLACE IS ACCREDITED BY THE AMERICAN ALLIANCE OF MUSEUMS. THE GORE ESTATE HAS 50 ACRES OF LAWNS, GARDENS AND FARM FIELDS WITH A 1793 CARRIAGE HOUSE, AN 1806 MANSION, AN 1835 FARM MANAGER'S COTTAGE AND A SMALL FARM OF PERIOD BREEDS OF SHEEP AND POULTRY. A YEAR-ROUND CALENDAR OF PROGRAMS INCLUDES DAY AND EVENING TOURS, EXHIBITS, LECTURES, DRAMAS, CONCERTS, CLASSROOM AND FAMILY EDUCATION PROGRAMS BOTH IN THE MANSION AND ON THE FARM, PUBLICATIONS, WORKSHOPS, FARM GATHERINGS, FARM STAND, SUMMER INTERN PROGRAM AND FESTIVALS. THE LARGEST EVENT IS THE ANNUAL SHEEP SHEARING FESTIVAL IN APRIL. AN ESTIMATED 30,000 VISITORS USE THE ESTATE ANNUALLY FOR PROGRAMS AND RECREATION.
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IRS990/MissionDesc0THE MISSION OF GORE PLACE IS TO PRESERVE AND PROMOTE THE 1806 COUNTRY ESTATE OF CHRISTOPHER AND REBECCA GORE AS A UNIQUE COMMUNITY RESOURCE THAT TELLS THE STORY OF EARLY 19TH CENTURY AMERICAN LIFE.
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IRS990/ProgSrvcAccomActy2Grp/Desc0PRESERVATION AND RESTORATION - THE MANSION WAS DESIGNED BY REBECCA GORE AND FRENCH ARCHITECT JACQUES-GUILLAUME LEGRAND AFTER CHRISTOPHER GORE HAD COMPLETED DIPLOMATIC DUTY IN ENGLAND. THE 50 ROOM BRICK STRUCTURE IS THE OLDEST SURVIVING ELECTED GOVERNOR'S MANSION IN MASSACHUSETTS AND IS AN OUTSTANDING EXAMPLE OF AMERICAN NEOCLASSICAL (FEDERAL) ARCHITECTURE. THERE ARE HIGH CEILINGS, MARBLE FLOORS, OVAL ROOMS, CURVED DOORS AND MOLDINGS, A FULL-SPIRAL CANTILEVERED STAIRCASE AND LARGE WINDOWS. GORE PLACE HAS A PROGRAM OF SCHOLARLY RESEARCH TO BETTER UNDERSTAND AND INTERPRET HOW THE GORES LIVED ON THE ESTATE AND TO GUIDE INTERPRETIVE PLANNING AND PROGRAMS. A MASTER LANDSCAPE PLAN AND A STRATEGIC PLAN FOR THE GORE PLACE FARM GUIDE FUTURE PRESERVATION OF THE LANDSCAPE. YEAR ROUND EDUCATION AND INTERPRETATION PROGRAMS AT GORE PLACE ATTRACT MORE THAN 15,000 VISITORS EACH YEAR. TOURS IN THE MANSION HAVE MULTI-SENSORY TOUCHABLE OBJECTS AND GUIDES WHO ARE TRAINED IN GIVING TOURS TO VISITORS WITH A VARIETY OF ABILITIES. THERE ARE ALSO COSTUMED GUIDED EVENING TOURS. OTHER PROGRAMS INCLUDE SEASONAL EXHIBITS AND LECTURES, SELF-GUIDED TAKE-A-WALK BACKPACKS FOR OUTDOOR NATURE EXPLORATION, AN OUTDOOR STORY TRAIL WITH ILLUSTRATED PAGES FROM A CHILD'S BOOK THAT CHANGES WITH THE SEASON, A BOOK NOOK AND BENCHES TO ENCOURAGE READING, WINTER SNOWSHOEING, PRESCHOOL PLAY TIMES, AN ANNUAL COMMUNITY BOOK SALE, OUTDOOR SCAVENGER HUNTS, DRAMAS, WORKSHOPS, CONCERTS, AND TEAS. PUBLICATIONS INCLUDE A BIOGRAPHY OF THE GORES, THE HOUSE SERVANT'S DIRECTORY, BY ROBERT ROBERTS, WHO WAS A BUTLER TO THE GORES, A DVD ON THE GORE STORY, A SELF-GUIDED WALKING TOUR, AND SEVERAL SMALLER PUBLICATIONS ON THE GORE STORY. THE 50 ACRE GORE ESTATE IS MAINTAINED AS AN AGRARIAN LANDSCAPE AS IT WOULD HAVE BEEN DURING THE GORE OCCUPANCY. THERE ARE PERIOD VARIETIES OF SHEEP AND POULTRY AS WELL AS ORGANICALLY GROWN RAISED BED. EGGS AND MEAT ARE SOLD ON SITE. HORTICULTURE AND AGRICULTURE WORKSHOPS OFFER ADVICE AND INSTRUCTION FOR LOCAL GARDENERS, WHILE CORN ROASTS, OUTDOOR PERFORMANCES AND WAGON RIDES ENCOURAGE VISITORS TO ENJOY THE OPEN SPACE AND ANIMALS. COMMUNITY GROUPS USE THE GROUNDS FOR PROGRAMS THAT REQUIRE OPEN LAND, SUCH AS CUB SCOUT ROCKET DAY, ARCHERY LESSONS, CHAMBER OF COMMERCE ANNUAL BARBEQUE, AND THE TRAVELING VIETNAM VETERANS MOVING MEMORIAL WALL. THE GORE PLACE FARM IS A UNIQUE COMMUNITY RESOURCE SERVING MORE THAN 15,000 VISITORS EACH YEAR.
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