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Nonprofiteer
← NEWTON HISTORICAL SOCIETY INC

Form 990 for tax year 2024

Filed by NEWTON HISTORICAL SOCIETY INC.

Totals

Total revenue
$595,862
Total expenses
$520,365
Contributions and grants received
$421,119
Grants paid
$0
Program service revenue
$53,874
Investment income
$106,475
Other revenue
$14,394
Total assets, end of year
$3,649,207
Total liabilities, end of year
$40,822
Net assets or fund balances, end of year
$3,608,385
Program services expenses (Part IX)
$346,293
Management and general expenses
$60,121
Fundraising expenses
$113,951
Program service expenses (Part III)
$346,293

Program services were 66.5% 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.

  • 1b · Membership dues

    $29,870

  • 1e · Government grants (contributions)

    $265,622

  • 1f · All other contributions, gifts and grants

    $125,627

  • 2a · Program service revenue: PROGRAM SERVICE REVENUE

    total $53,874 · related or exempt $53,874

  • 3 · Investment income

    total $45,882 · related or exempt $45,882

  • 7a · Gross sales of assets other than inventory

    securities $60,593

  • 7c · Gain or loss

    securities $60,593

  • 7d · Net gain or loss

    total $60,593 · related or exempt $60,593

  • 8a · Fundraising events: gross income

    $15,000

  • 8b · Fundraising events: direct expenses

    $606

  • 8c · Net income from fundraising events

    total $14,394

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $243,811 · program services $153,175 · management and general $2,318 · fundraising $88,318

  • 9 · Other employee benefits

    total $10,180 · program services $5,090 · management and general $2,545 · fundraising $2,545

  • 10 · Payroll taxes

    total $19,879 · program services $15,347 · management and general $116 · fundraising $4,416

  • 11c · Fees: accounting

    total $34,237 · program services $18,831 · management and general $13,352 · fundraising $2,054

  • 11f · Fees: investment management

    total $9,661 · management and general $9,661

  • 11g · Fees: other

    total $124,004 · program services $77,299 · management and general $31,796 · fundraising $14,909

  • 12 · Advertising and promotion

    total $3,284 · program services $3,284

  • 13 · Office expenses

    total $39,802 · program services $38,471 · fundraising $1,331

  • 16 · Occupancy

    total $19,021 · program services $18,958 · management and general $35 · fundraising $28

  • 23 · Insurance

    total $16,486 · program services $15,838 · management and general $298 · fundraising $350

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $14,055 · end of year $76,053

  • 3 · Pledges and grants receivable

    beginning of year $1,600 · end of year $43,210

  • 8 · Inventories for sale or use

    beginning of year $10,030 · end of year $8,697

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,700 · end of year $20,814

  • 11 · Investments: publicly traded securities

    beginning of year $1,776,218 · end of year $1,907,196

  • 12 · Investments: other securities

    beginning of year $1,407,898 · end of year $1,593,237

  • 17 · Accounts payable and accrued expenses

    beginning of year $45,962 · end of year $40,822

  • 27 · Net assets without donor restrictions

    beginning of year $2,265,426 · end of year $2,459,982

  • 28 · Net assets with donor restrictions

    beginning of year $911,113 · end of year $1,148,403

Mission and programs · 2024

Mission

HISTORIC NEWTON CONNECTS OUR COMMUNITY WITH ITS HISTORY IN ORDER TO ENRICH FUTURE GENERATIONS.

  • HISTORIC NEWTON INSPIRES DISCOVERY AND ENGAGEMENT BY ILLUMINATING OUR COMMUNITY'S STORIES WITHIN THE CONTEXT OF AMERICAN HISTORY. THE ORGANIZATION CONDUCTS EDUCATIONAL PROGRAMS, HOSTS SPECIAL EVENTS, AND ENCOURAGES THE PUBLIC TO VISIT EXHIBITIONS AND ENGAGE WITH PUBLIC PROGRAMS. THE ORGANIZATION CARRIES OUT ITS MISSION USING THE 1809 JACKSON HOMESTEAD MUSEUM AND THE 1734 DURANT-KENRICK HOUSE AND GROUNDS.

    Expenses $346,293 · Revenue $53,874

As filed on the 2024 return.

Listed in Part VII

  • Bonnie Clendenning

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Suzanne Cuccurullo

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2
  • Peter Dimond

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Laurel Farnsworth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Laura Fitzmaurice

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Shawna Giggey-Mashal

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Susan Heyman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Sarah Kish

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Ellen Klapper

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Anne Larner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Stella Lee

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    2
  • Roger Lehrberg

    NHS BOARD DI

    Total calculated
    $0
    Hours/week
    2
  • Dalia Linssen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Brooke Lipsitt

    CLERK

    Total calculated
    $0
    Hours/week
    2
  • Lisong Liu

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Marietta Marchitelli

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Louis Marcus

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Frederick Miller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • John Morganti

    TREASURER

    Total calculated
    $0
    Hours/week
    2
  • Jean Notis-McConarty

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Laurie Palepu

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Steve Snider

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Amanda Stauffer-Park

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Roysin Younkin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Lisa Dady

    EXECUTIVE DI

    Total calculated
    $0
    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.

Provenance

Return type
form_990
Tax year
2024
Filed
23 January 2026
IRS schema version
2024v5.0
Source object
202600279349301010

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