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Nonprofiteer
← NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY INC

Form 990 for tax year 2023

Filed by NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY INC.

Totals

Total revenue
$16,002,411
Total expenses
$15,622,249
Contributions and grants received
$9,381,852
Grants paid
$0
Program services expenses (Part IX)
$8,478,942
Management and general expenses
$3,136,465
Fundraising expenses
$4,006,842
Program service expenses (Part III)
$8,478,942

Program services were 54.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DAVID M TREBING

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    6

  • M DAVID SHERRILL

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    6

  • BONNIE REILLY

    SECOND VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    6

  • JOHN E CORCORAN

    TREASURER

    Total calculated
    $0
    Hours/week
    6

  • GERARD A HALPIN III

    SECRETARY

    Total calculated
    $0
    Hours/week
    6

  • MARK KIMBALL NICHOLS

    CORRESPONDING SECRETARY

    Total calculated
    $0
    Hours/week
    6

  • NANCY S MAULSBY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6

  • ELIZABETH B VITTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6

  • ERIC N WARD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6

  • NORDAHL L BRUE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6

  • BRENDA L JOHNSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6

  • JOHN S RANDO JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6

  • HELEN ER SAYLES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6

  • MARK T COX IV

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6

  • ANDREW LANGLOIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6

  • ROBB ALEY ALLAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6

  • SUSAN E CARLSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6

  • JONATHON BUCK TREAT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6

  • BRENDA M WILLIAMS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6

  • KELI D LEVINE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6

  • JO ANNE C MAKELY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6

  • BRADY BRIM-DEFOREST

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6

  • RYAN D TALIAFERRO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6

  • THOMAS B HAGEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6

  • NANCY CLAY WEBSTER

    TRUSTEE (UNTIL 2024)

    Total calculated
    $0
    Hours/week
    6

  • RYAN WOODS

    PRESIDENT AND CHIEF EXECUTIVE OFFICER

    Total calculated
    $382,991
    From this org
    $343,716
    From related orgs
    $0
    Other
    $39,275
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $273,902
    Bonus
    $69,814
    Other
    $0
    Deferred
    $23,100
    Nontaxable benefits
    $16,175
    Filer's total
    $382,991

  • D BRENTON SIMONS

    PRESIDENT EMERITUS AND CHIEF STEWARDSHIP OFFICER

    Total calculated
    $579,509
    From this org
    $529,962
    From related orgs
    $0
    Other
    $49,547
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $296,364
    Bonus
    $233,598
    Other
    $0
    Deferred
    $23,100
    Nontaxable benefits
    $26,447
    Filer's total
    $579,509

  • BRUCE BERNIER

    CHIEF FINANCIAL OFFICER

    Total calculated
    $233,637
    From this org
    $186,744
    From related orgs
    $0
    Other
    $46,893
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $186,744
    Bonus
    $0
    Other
    $0
    Deferred
    $13,710
    Nontaxable benefits
    $33,183
    Filer's total
    $233,637

  • MEGHAN HALLOCK

    CHIEF ADVANCEMENT OFFICER (FORMER)

    Total calculated
    $223,886
    From this org
    $194,685
    From related orgs
    $0
    Other
    $29,201
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $194,685
    Bonus
    $0
    Other
    $0
    Deferred
    $9,193
    Nontaxable benefits
    $20,008
    Filer's total
    $223,886

  • EDWARD MACMAHON

    CHIEF ADVANCEMENT OFFICER

    Total calculated
    $217,743
    From this org
    $175,490
    From related orgs
    $0
    Other
    $42,253
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $175,490
    Bonus
    $0
    Other
    $0
    Deferred
    $13,081
    Nontaxable benefits
    $29,172
    Filer's total
    $217,743

  • STEVEN SOLOMON

    ASSISTANT VICE PRESIDENT OF ADVANCEMENT

    Total calculated
    $218,569
    From this org
    $175,299
    From related orgs
    $0
    Other
    $43,270
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $175,299
    Bonus
    $0
    Other
    $0
    Deferred
    $12,840
    Nontaxable benefits
    $30,430
    Filer's total
    $218,569

  • CURT DICAMILLO

    CURATOR

    Total calculated
    $187,525
    From this org
    $155,491
    From related orgs
    $0
    Other
    $32,034
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $155,491
    Bonus
    $0
    Other
    $0
    Deferred
    $11,225
    Nontaxable benefits
    $20,809
    Filer's total
    $187,525

  • DIONNE CARTY JACKSON

    ASST. VP FOR INSPIRATIONAL GIVING

    Total calculated
    $166,313
    From this org
    $146,005
    From related orgs
    $0
    Other
    $20,308
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $146,005
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $20,308
    Filer's total
    $166,313

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 — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
25 February 2025
IRS schema version
2023v6.0
Source object
202500579349301715

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