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← NORTH ANDOVER HISTORICAL SOCIETY

Form 990 for tax year 2024

Filed by NORTH ANDOVER HISTORICAL SOCIETY.

Totals

Total revenue
$541,237
Total expenses
$617,558
Contributions and grants received
$360,813
Grants paid
$0
Program service revenue
$33,543
Investment income
$135,837
Other revenue
$11,044
Total assets, end of year
$5,033,306
Total liabilities, end of year
$21,631
Net assets or fund balances, end of year
$5,011,675
Program services expenses (Part IX)
$429,584
Management and general expenses
$119,220
Fundraising expenses
$68,754
Program service expenses (Part III)
$429,584

Program services were 69.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $360,813

  • 1g · Noncash contributions included above

    $754

  • 2a · Program service revenue: Program Revenue

    total $33,543 · related or exempt $33,543

  • 3 · Investment income

    total $68,239 · excluded $68,239

  • 6a · Gross rents

    real property $11,044

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $11,044

  • 6d · Net rental income or loss

    total $11,044 · related or exempt $11,044

  • 7a · Gross sales of assets other than inventory

    securities $121,877

  • 7b · Less cost or other basis and sales expenses

    securities $54,279

  • 7c · Gain or loss

    securities $67,598

  • 7d · Net gain or loss

    total $67,598 · excluded $67,598

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $138,662 · program services $102,745 · management and general $21,600 · fundraising $14,317

  • 8 · Pension plan contributions

    total $6,951 · program services $5,213 · management and general $1,043 · fundraising $695

  • 10 · Payroll taxes

    total $12,867 · program services $9,650 · management and general $1,930 · fundraising $1,287

  • 11a · Fees: management

    total $923 · program services $923

  • 11c · Fees: accounting

    total $22,711 · management and general $22,711

  • 11e · Fees: professional fundraising services

    total $33,031 · fundraising $33,031

  • 13 · Office expenses

    total $6,661 · program services $720 · management and general $5,798 · fundraising $143

  • 16 · Occupancy

    total $45,273 · program services $44,863 · management and general $410

  • 22 · Depreciation, depletion and amortization

    total $111,627 · program services $111,627

  • 23 · Insurance

    total $18,672 · management and general $18,672

  • 24a · Other expenses: Program Grants and Expe

    total $144,544 · program services $144,544

  • 24b · Other expenses: Miscellaneous

    total $31,114 · program services $8,668 · management and general $13,531 · fundraising $8,915

  • 24c · Other expenses: Bookkeeping

    total $26,725 · management and general $26,725

  • 24d · Other expenses: Events

    total $10,366 · fundraising $10,366

  • 24e · All other expenses

    total $7,431 · program services $631 · management and general $6,800

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $157,808 · end of year $75,318

  • 2 · Savings and temporary cash investments

    beginning of year $136,472 · end of year $160,435

  • 3 · Pledges and grants receivable

    beginning of year $36,532 · end of year $40,252

  • 9 · Prepaid expenses and deferred charges

    beginning of year $20,177 · end of year $18,211

  • 10a · Land, buildings and equipment: cost or other basis

    $2,148,963

  • 10b · Land, buildings and equipment: accumulated depreciation

    $895,023

  • 10c · Land, buildings and equipment, net

    beginning of year $1,286,411 · end of year $1,253,940

  • 11 · Investments: publicly traded securities

    beginning of year $2,689,092 · end of year $2,941,885

  • 15 · Other assets

    beginning of year $497,137 · end of year $543,265

  • 17 · Accounts payable and accrued expenses

    beginning of year $26,111 · end of year $21,631

  • 27 · Net assets without donor restrictions

    beginning of year $4,317,442 · end of year $4,628,338

  • 28 · Net assets with donor restrictions

    beginning of year $480,076 · end of year $383,337

Mission and programs · 2024

Mission

The North Andover Historical Society's mission is to be a hub for culture, history, and community engagement. Using its multiple properties, the society host programs and collects, preserves, and shares material the reflects the region's identity, excited the imagination, and promotes a sustainable society. With its roots as a history-focused educational institution, the society has been, and remains, an active and vibrant center of activity for those who class North Andover and the Greater Merrimack Valley home

Activities or mission (Part I)

The society is dedicated to preserving, aquiring, teaching, exhibiting and researching North Andover history, which it does mainly through its collections. The society serves as a repository for artifacts, archival infomation, and objects made or used in the North Andover area from the late 17th through the early 21st century. In addition, the North Andover Historical Society supports and promotes the architechural and landscape heritage of the town.

  • We are proud of our 45-year history of working for the school children of North Andover. During this time, we have established a close partnership with the local teachers at various grade levels and have offered teacher training and access to primary sources when requested. We have collaborated on the development of social studies kits for grades K-1 to support early learning initiatives. We continue to invite local teachers to contribute post-visit activity materials for a "pop-up" exhibit, which are featured in out history discovery room. In our venture of saving the textile history museum in Lowell, we have expanded our audience into Lowell and Lawrence.

    Expenses $429,584 · Revenue $44,587

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Stan Limpert

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Therese Leone

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • James Worden

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Stuart Peskoe

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Kyle Scandore

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Mark Pelletier

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Leah Piantedosi

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • David Kres

    President

    Total calculated
    $0
    Hours/week
    5

  • Mark Svendsen

    Treasurer

    Total calculated
    $0
    Hours/week
    5

  • Tracy Wakeman

    Secretary

    Total calculated
    $0
    Hours/week
    4

  • Michael Lenihan

    Vice President

    Total calculated
    $0
    Hours/week
    4

  • Joanna Collantine Kerr

    Executive Director

    Total calculated
    $86,266
    From this org
    $84,725
    From related orgs
    $0
    Other
    $1,541
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202503219349315260

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