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← NORTH ANDOVER HISTORICAL SOCIETY

Form 990 for tax year 2022

Filed by NORTH ANDOVER HISTORICAL SOCIETY.

Totals

Total revenue
$312,939
Total expenses
$484,394
Contributions and grants received
$192,451
Grants paid
$0
Program service revenue
$27,128
Investment income
$68,487
Other revenue
$24,873
Total assets, end of year
$4,782,283
Total liabilities, end of year
$20,021
Net assets or fund balances, end of year
$4,762,262
Program services expenses (Part IX)
$283,499
Management and general expenses
$133,165
Fundraising expenses
$67,730
Program service expenses (Part III)
$283,499

Program services were 58.5% 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.

  • 1f · All other contributions, gifts and grants

    $192,451

  • 1g · Noncash contributions included above

    $14,469

  • 2a · Program service revenue: PROGRAM INCOME

    total $27,128 · related or exempt $27,128

  • 3 · Investment income

    total $47,808 · excluded $47,808

  • 6a · Gross rents

    real property $24,873

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $24,873

  • 6d · Net rental income or loss

    total $24,873 · related or exempt $24,873

  • 7a · Gross sales of assets other than inventory

    securities $125,305

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

    securities $104,626

  • 7c · Gain or loss

    securities $20,679

  • 7d · Net gain or loss

    total $20,679 · excluded $20,679

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $75,981 · program services $44,636 · management and general $19,289 · fundraising $12,056

  • 7 · Other salaries and wages

    total $46,736 · program services $27,456 · management and general $11,865 · fundraising $7,415

  • 9 · Other employee benefits

    total $3,279 · program services $2,295 · management and general $492 · fundraising $492

  • 10 · Payroll taxes

    total $14,108 · program services $9,876 · management and general $2,116 · fundraising $2,116

  • 11a · Fees: management

    total $1,126 · program services $681 · management and general $445

  • 11c · Fees: accounting

    total $32,907 · management and general $32,907

  • 11e · Fees: professional fundraising services

    total $3,800 · fundraising $3,800

  • 13 · Office expenses

    total $12,510 · program services $6,679 · management and general $5,817 · fundraising $14

  • 16 · Occupancy

    total $39,323 · program services $36,003 · management and general $3,320

  • 22 · Depreciation, depletion and amortization

    total $104,843 · program services $104,843

  • 23 · Insurance

    total $13,962 · management and general $13,962

  • 24a · Other expenses: CAPITAL CAMPAIGN EXPENS

    total $36,172 · fundraising $36,172

  • 24b · Other expenses: BOOKKEEPING

    total $27,905 · management and general $27,905

  • 24c · Other expenses: PROGRAM GRANTS AND EXPE

    total $27,530 · program services $27,530

  • 24d · Other expenses: MISCELLANEOUS

    total $23,464 · program services $9,031 · management and general $8,768 · fundraising $5,665

  • 24e · All other expenses

    total $20,748 · program services $14,469 · management and general $6,279

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $402,444 · end of year $269,020

  • 2 · Savings and temporary cash investments

    beginning of year $238,737 · end of year $356,361

  • 3 · Pledges and grants receivable

    beginning of year $95,959 · end of year $46,810

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,036 · end of year $18,738

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

    $2,049,499

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

    $675,116

  • 10c · Land, buildings and equipment, net

    beginning of year $1,156,371 · end of year $1,374,383

  • 11 · Investments: publicly traded securities

    beginning of year $2,970,769 · end of year $2,353,076

  • 15 · Other assets

    beginning of year $610,041 · end of year $363,895

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,352 · end of year $20,021

  • 27 · Net assets without donor restrictions

    beginning of year $4,785,848 · end of year $4,120,364

  • 28 · Net assets with donor restrictions

    beginning of year $704,157 · end of year $641,898

Mission and programs · 2022

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 THAT REFLECTS THE REGION'S IDENTITY, EXCITED THE IMAGINATION, AND PROMOTES A SUSTAINABLE SOCIETY. WITH ITS ROORS AS A HISTORY-FOCUSED EDUCATIONAL INSTITUTION, THE SOCIETY HAS BEEN, AND REMAINS, AN ACTIVE AND VIBRANT CENTER OF ACTIVITY FOR THOSE WHO CALL NORTH ANDOVER AND THE GREATER MERRIMACK VALLEY HOME.

Activities or mission (Part I)

THE SOCIETY IS DEDICATED TO PRESERVING, ACQUIRING, TEACHING, EXHIBITING AND RESEARCHING NORTH ANDOVER HISTORY, WHICH IT DOES MAINLY THROUGH ITS COLLECTIONS. THE SOCIETY SERVES AS A REPOSITORY FOR ARTIFACTS, ARCHIVAL INFORMATION, 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 ARCHITECTURAL 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 OUR HISTORY DISCOVERY ROOM. IN OUR VENTURE OF SAVING THE TEXTILE BASED PROGRAMMING FROM THE CLOSED AMERICAN TEXTILE HISTORY MUSEUM IN LOWELL, WE HAVE EXPANDED OUR AUDIENCE INTO LOWELL AND LAWRENCE.

    Expenses $283,499 · Revenue $52,001

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Diane Huster

    BOARD PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • Alexander Loth

    1ST VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Mark Svendsen

    2ND VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Susan Haltmaier

    TREASURER

    Total calculated
    $0
    Hours/week
    6

  • Tracy Wakeman

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Marion Donahue

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kara Kaufman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Kres

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joseph Lagrasse

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chris McVey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ashley Vaillencourt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • James Worden

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • Stan Limpert

    BOARD PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • Stuart Pescoe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nathan Weinreich

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brian Howard

    EXECUTIVE DIRECTOR

    Total calculated
    $75,981
    From this org
    $75,635
    From related orgs
    $0
    Other
    $346
    Hours/week
    50

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
2022
Filed
16 January 2024
IRS schema version
2022v5.0
Source object
202440179349300539

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