Civic Intelligence

New England Historic Genealogical Society Inc.

EIN 04-2104757 • 501(c)3 • Boston, MA

Pub. 78 Eligible

Profile

SEE SCHEDULE O...

97 Newbury StreetBoston, MA 02116

americanancestors.org

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.27x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Liabilities / Revenue

77th percentile

1.07x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Net Margin

84th percentile

35%

Higher net margin than 84% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Top Officer Pay

46th percentile

$337,296

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Asset Growth

76th percentile

14%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Revenue Growth

86th percentile

54%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Assets

Up

$97,054,844

Up $11,952,762 (+14%) from 2024

Liabilities

Up

$26,454,452

Up $1,727,319 (+7.0%) from 2024

Net Assets

Up

$70,600,392

Up $10,225,443 (+17%) from 2024

Revenue

Up

$24,713,504

Up $8,711,093 (+54%) from 2024

Expenses

Up

$16,156,300

Up $534,051 (+3.4%) from 2024

Net Income

Up

$8,557,204

Up $8,177,042 (+2151%) from 2024

Trend Graphs

Balance Sheet Trend

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

$100M$50M$0Assets 2010: $40,640,250Liabilities 2010: $2,880,517Net Assets 2010: $37,759,7332010Assets 2011: $42,381,867Liabilities 2011: $3,081,574Net Assets 2011: $39,300,2932011Assets 2012: $43,184,106Liabilities 2012: $2,812,285Net Assets 2012: $40,371,8212012Assets 2013: $48,823,241Liabilities 2013: $5,765,197Net Assets 2013: $43,058,0442013Assets 2014: $52,211,328Liabilities 2014: $5,815,384Net Assets 2014: $46,395,9442014Assets 2015: $49,403,871Liabilities 2015: $5,468,447Net Assets 2015: $43,935,4242015Assets 2016: $49,268,007Liabilities 2016: $5,621,312Net Assets 2016: $43,646,6952016Assets 2017: $53,639,259Liabilities 2017: $4,899,767Net Assets 2017: $48,739,4922017Assets 2018: $56,381,093Liabilities 2018: $4,891,788Net Assets 2018: $51,489,3052018Assets 2019: $56,470,249Liabilities 2019: $4,512,092Net Assets 2019: $51,958,1572019Assets 2020: $59,308,788Liabilities 2020: $4,669,324Net Assets 2020: $54,639,4642020Assets 2021: $68,046,034Liabilities 2021: $4,512,828Net Assets 2021: $63,533,2062021Assets 2022: $58,526,477Liabilities 2022: $5,622,383Net Assets 2022: $52,904,0942022Assets 2023: $66,422,648Liabilities 2023: $10,895,809Net Assets 2023: $55,526,8392023Assets 2024: $85,102,082Liabilities 2024: $24,727,133Net Assets 2024: $60,374,9492024Assets 2025: $97,054,844Liabilities 2025: $26,454,452Net Assets 2025: $70,600,3922025

Highlighted filing

2025

Assets$97,054,844
Liabilities$26,454,452
Net Assets$70,600,392

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $6,499,4772010Revenue 2011: $7,957,434Expenses 2011: $7,907,533Net Income 2011: $49,9012011Expenses 2012: $7,130,7262012Revenue 2013: $10,426,411Expenses 2013: $7,984,215Net Income 2013: $2,442,1962013Revenue 2014: $10,227,820Expenses 2014: $8,231,299Net Income 2014: $1,996,5212014Revenue 2015: $10,534,107Expenses 2015: $9,140,498Net Income 2015: $1,393,6092015Revenue 2016: $9,619,786Expenses 2016: $9,549,506Net Income 2016: $70,2802016Revenue 2017: $13,875,181Expenses 2017: $10,759,248Net Income 2017: $3,115,9332017Revenue 2018: $11,938,835Expenses 2018: $11,416,230Net Income 2018: $522,6052018Revenue 2019: $13,083,120Expenses 2019: $12,937,583Net Income 2019: $145,5372019Revenue 2020: $11,994,927Expenses 2020: $12,896,938Net Income 2020: -$902,0112020Revenue 2021: $22,522,930Expenses 2021: $12,219,784Net Income 2021: $10,303,1462021Revenue 2022: $13,569,592Expenses 2022: $13,007,088Net Income 2022: $562,5042022Revenue 2023: $15,882,127Expenses 2023: $15,021,019Net Income 2023: $861,1082023Revenue 2024: $16,002,411Expenses 2024: $15,622,249Net Income 2024: $380,1622024Revenue 2025: $24,713,504Expenses 2025: $16,156,300Net Income 2025: $8,557,2042025

Highlighted filing

2025

Revenue$24,713,504
Expenses$16,156,300
Net Income$8,557,204

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$97.1$26.5$70.6$24.7$16.2$8.56
2024Detailed filing. Detailed filing data is available for this year.$85.1$24.7$60.4$16.0$15.6$0.38
2023Detailed filing. Detailed filing data is available for this year.$66.4$10.9$55.5$15.9$15.0$0.86
2022Detailed filing. Detailed filing data is available for this year.$58.5$5.62$52.9$13.6$13.0$0.56
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.0$4.51$63.5$22.5$12.2$10.3
2020Detailed filing. Detailed filing data is available for this year.$59.3$4.67$54.6$12.0$12.9$0.90
2019Detailed filing. Detailed filing data is available for this year.$56.5$4.51$52.0$13.1$12.9$0.15
2018Detailed filing. Detailed filing data is available for this year.$56.4$4.89$51.5$11.9$11.4$0.52
2017Detailed filing. Detailed filing data is available for this year.$53.6$4.90$48.7$13.9$10.8$3.12
2016Detailed filing. Detailed filing data is available for this year.$49.3$5.62$43.6$9.62$9.55$0.07
2015Detailed filing. Detailed filing data is available for this year.$49.4$5.47$43.9$10.5$9.14$1.39
2014Detailed filing. Detailed filing data is available for this year.$52.2$5.82$46.4$10.2$8.23$2.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.8$5.77$43.1$10.4$7.98$2.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.2$2.81$40.4$7.13
2011Summary only. Only limited summary data is available for this year.$42.4$3.08$39.3$7.96$7.91$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.6$2.88$37.8$6.50
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Mar 25, 2026
Return Version
2024v5.5
Gross Receipts
$26,360,024
Mission and Program Overview

Mission

SEE SCHEDULE O...

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$35,732,337$36,934,491▲ $1,202,154
Land, Buildings, and Equipment, Net$26,384,408$31,997,273▲ $5,612,865
Pledges and Grants Receivable$9,952,097$16,342,971▲ $6,390,874
Savings and Temporary Cash Investments$8,076,785$6,760,620▼ $1,316,165
Accounts Receivable$136,675$470,968▲ $334,293
Inventories for Sale or Use$342,554$331,215▼ $11,339
Prepaid Expenses and Deferred Charges$482,892$153,930▼ $328,962
Cash and Non-Interest-Bearing Accounts$105,876$72,246▼ $33,630
Total Assets$85,102,082$97,054,844▲ $11,952,762
Other Assets Total$3,888,458$3,991,130▲ $102,672
Liabilities
Tax Exempt Bond Liabilities$12,185,818$17,861,713▲ $5,675,895
Mortgage Notes Payable Secured by Investment Property$3,660,139$3,300,000▼ $360,139
Other Liabilities$2,115,453$2,214,752▲ $99,299
Accounts Payable and Accrued Expenses$5,441,353$1,588,813▼ $3,852,540
Deferred Revenue$1,324,370$1,489,174▲ $164,804
Total Liabilities$24,727,133$26,454,452▲ $1,727,319
Net Assets / Fund Balance
Net Assets With Donor Restrictions$40,398,187$38,201,654▼ $2,196,533
Net Assets Without Donor Restrictions$19,976,762$32,398,738▲ $12,421,976
Total Net Assets Fund Balance$60,374,949$70,600,392▲ $10,225,443
Total Liabilities and Net Assets / Fund Balance$85,102,082$97,054,844▲ $11,952,762

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$26,253,055$5,593,005$31,846,060
Equipment$3,517,346$4,297,444$7,814,790
Land$2,226,872-$2,226,872

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$28,099,864$820,324▲ $3,136,669$2,177,531$29,879,326
2023$24,928,210$868,337▲ $4,497,067$2,193,750$28,099,864
2022$23,606,302$1,309,485▲ $2,193,423$2,181,000$24,928,210
2021$29,778,954$1,539,832▼ $5,616,508$2,095,976$23,606,302
2020$24,734,983$1,461,546▲ $5,437,941$1,855,516$29,778,954
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ryan WoodsPresident and CEOFT$290,774$46,522$337,296
D Brenton SimonsPresident Emeritus and Chief Stewardship OfficerFT$262,149$36,769$298,918
D Brenton SimonsPresident Emeritus and Chief Steward-$222,559$76,359$298,918
Meghan HallockChief Advancement Officer (former)FT$214,838$34,688$249,526
Bruce BernierChief Financial OfficerFT$195,218$42,777$237,995
Edward MacmahonChief Advancement OfficerFT$187,345$43,804$231,149
Steven SolomonAssistant Vice President of AdvancementFT$181,920$41,899$223,819
Steven SolomonAssistant Vice President of Advancem-$181,920$41,899$223,819
Curt DicamilloCuratorFT$161,224$31,497$192,721
Ginevra MorseChief Learning and Interpretation OfficerFT$147,007$43,813$190,820
Ginevra MorseChief Learning and Interpretation of-$147,007$43,813$190,820

Highest Paid Contractors

ContractorServicesLocationCompensation
Shawmut Design & ConstructionBuilding Construction560 HARRISON AVENUE, Boston, MA 02118$12,758,790
Theory One DesignMarketing & Branding1982 MEMORIAL DRIVE, Chicopee, MA 01020$406,689
Liquid Soul Media LLCConsulting1024 HEMPHILL AVENUE SUITE B, Atlanta, GA 30318$357,500
Schwartzsilver Architects INCArchitectural Services75 KNEELAND ST, Boston, MA 02111$353,220
Avi SystemsAudio Visual Exhibits9675 WEST 76TH ST SUITE 130, Eden Prairie, MN 55344$328,236
Revenue and Support

Revenue Composition

Contributions and Grants
$16,650,443
Program Service Revenue
$4,908,184
Investment Income
$3,157,659
Other Revenue
$-2,782
All Other Contributions
$11,251,368
Change in Net Assets
$8,557,204

Audited Revenue Reconciliation

Revenue per Audited Statements
$24,620,697
Revenue Not Reported on Financial Statements
$92,807
Revenue Not Reported on Form 990
$1,668,239
Other Revenue Adjustments
$-159,100
Total Revenue per Audited Statements
$26,288,936
Total Revenue per Form 990
$24,713,504
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,667,888
Other Expenses$6,488,412
Total Fundraising Expense$3,470,428
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,069,369$992,096$1,721,364$6,782,829
Fees for Services Other$625,235$403,215$339,555$1,368,005
Current Officers, Directors, Trustees, and Key Employees$392,277$348,450$337,860$1,078,587
Office Expenses$710,291$163,336$143,533$1,017,160
Other Employee Benefits$458,995$103,555$213,305$775,855
Depreciation Depletion$270,792$394,100-$664,892
Conferences and Meetings$529,906$17,735$67,285$614,926
Payroll Taxes$325,493$93,546$161,664$580,703
Interest-$459,618-$459,618
Pension Plan Contributions$264,494$62,450$122,970$449,914
Occupancy$54,473$238,355-$292,828
Travel$147,394$41,465$88,291$277,150
Fees for Service Investment Mgmnt Fees-$251,907-$251,907
Insurance-$153,614-$153,614
Other Expenses$97,159$70,272$12,219$97,159
Advertising$15,368$69,372$6,909$91,649
Fees for Services Accounting-$79,800-$79,800
Fees for Services Legal-$68,485-$68,485
Fees for Services Lobbying-$60,000-$60,000
All Other Expenses$1,389,829$-1,444,718$97,955$43,066
Total Functional Expenses$9,418,806$3,267,066$3,470,428$16,156,300

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$16,156,300
Expenses per Audited Statements$16,063,493
Total Expenses per Audited Statements$16,063,493
Expenses Not Reported on Financial Statements$92,807
Expenses Not Reported on Form 990$0
Other Expense Adjustments$-159,100
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$159,100
Fundraising Gross Income$50,650
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
April Event$154,385$43,750$7,782$35,968
Jhc Dinner$20,340$6,900$1,406$5,494
Total Events$174,725$50,650$159,100$-108,450
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Retirement$1,518,426
Annuity Payable$696,326

Bond Issues

BondIssuerIssuedIssue PricePurpose
AMassachusetts Development Finance Agency2023-04-20$18,000,000Building construction & visitor experience center

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$18,000,000-$71,651$44,200

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The councilors elect the board members.

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

The councilors elect the board members.

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

The councilors elect the board members.

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

The 990 is first reviewed by the representatives of the board of trustees and by management before it is filed. The representatives are the chairman and the treasurer.

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

Board members annually 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.

Filing and Contact Details

Filer

Filer Name
New England Historic Genealogical
EIN
04-2104757
Phone
6175365740
Address
97 NEWBURY STREET, BOSTON, MA 02116

Signing Officer

Name
Bruce Bernier
Title
Chief Financial Officer
Phone
6175365740
Signed
2026-03-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Bernier
Formed
1845
Legal Domicile
Ma
Voting Board Members
24
Independent Board Members
24
Employees
112
Volunteers
224

Preparer

Firm
Aafcpas Inc
Address
50 WASHINGTON STREET, WESTBOROUGH, MA 01581
Preparer
Charles J Webb CPA
Phone
5083669100
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:

New england historic genealogical society's mission is to advance the study of family history in america and beyond. We educate, inspire, and connect people through our scholarship, collections, and expertise. We conduct business under the trade name american ancestors. American ancestors is a national nonprofit center for family history, heritage & culture based in boston, massachusetts, and has been setting the gold standard for genealogical research since its founding in 1845. Today, american ancestors serves 400,000 members and subscribers through americanancestors.org, one of the world's largest online collections of family history resources. In 2025, american ancestors launched the family heritage experience, an interactive, state-of-the-art exhibition that introduces visitors to the joy of family history research, located at 97 newbury street in boston. American ancestors is also home to the wyner family jewish heritage center, which preserves new england's jewish history, and 10 million names, a project dedicated to finding the names of the enslaved men, women, and children in pre- and post-colonial america before emancipation. Their award winning website is americanancestors.org and includes an online repository of more than 10 billion searchable records from america and beyond. American ancestors provides exclusive, in-depth learning opportunities online and in person, including more than 250 annual lectures, seminars, intensive research programs, cultural programs, american inspiration book talks, and special events designed to benefit family history researchers of all levels and heritage and cultural enthusiasts. It maintains a publishing division that produces original genealogical research, scholarship, and educational materials, including the register, the flagship journal of american genealogy since 1847, and american ancestors, its award-winning magazine. Their expert staff of researchers and genealogists are among the most respected and advanced in the profession. Ask a genealogist, a free online chat service, allows family historians to ask short research or history questions and get real-time answers from their experts. They conduct research on behalf of family historians, providing authoritative, documented research reports and family tree charts. For more information, visit americanancestors.org.

FORM 990, PART XI, LINE 9:

Change in value of split interest agreements -109,426.

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.

Financial Statement Notes

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, 2025. Nehgs's tax and information returns are subject to examination by the federal and state jurisdictions.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in value of split-interest agreements -109,426.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Direct special events expense -159,100.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Direct special events expense -159,100.

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, 4.00 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 from around the world and spanning seven centuries.

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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/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0SHAWMUT DESIGN & CONSTRUCTION
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1THEORY ONE DESIGN
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2LIQUID SOUL MEDIA LLC
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IRS990/Desc0MEMBER SERVICES: AMERICAN ANCESTORS IS A MEMBER-BASED ORGANIZATION WITH MORE THAN 400,000 INDIVIDUAL AND CORPORATE MEMBERSHIPS AND 2.5 MILLION ONLINE VISITS. MEMBERSHIP HAS NUMEROUS BENEFITS INCLUDING ACCESS TO OVER 1.6 BILLION SEARCHABLE NAMES ON AMERICANANCESTORS.ORG; QUARTERLY DELIVERY OF THE MAGAZINE AMERICAN ANCESTORS AND THE FLAGSHIP JOURNAL OF AMERICAN GENEALOGY, THE REGISTER; DISCOUNTS ON RESEARCH-FOR-HIRE AND CONSULTATION; DISCOUNTS ON BOOKS PUBLISHED BY AMERICAN ANCESTORS; FREE ADMISSION TO THE BRIM-DEFOREST LIBRARY AND SPECIAL COLLECTIONS, NEWSLETTERS AND ITS ASK-A-GENEALOGIST SERVICE; DISCOUNTS ON HOTELS THROUGH HISTORICHOTELS.ORG AND HISTORICHOTELSWORLDWIDE.COM; AND ACCESS TO AMERICAN ANCESTREES, AN ONLINE FAMILY TREE PROGRAM.
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IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt25PRESIDENT EMERITUS AND CHIEF STEWARDSHIP OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt26CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt27CHIEF ADVANCEMENT OFFICER (FORMER)
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