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New England Historic Genealogical Society

Boston, MA · EIN 04-2104757 · 501(c)(3) · Publicly supported organization (509(a)(2))
Latest filing: Form 990 for the fiscal year ending August 31, 2025 (tax year 2024) · View the filing · Correct or respond

New England Historic Genealogical Society reported $24.7 million in revenue and $16.2 million in expenses for the fiscal year ending August 31, 2025. Of every $100 it spent, $58.30 went to program services, $20.22 to management and general costs and $21.48 to fundraising. Its largest source of revenue was contributions and grants: 67.4% of the total. Government grants made up 21.3%. The highest compensation it reported for one person was $337,296 (PRESIDENT AND CEO). 22 people received more than $100,000 in reportable compensation. Revenue rose 106% between FY2020 and FY2025. Source: Form 990, FY2025.

Where $100 of spending went

The fiscal year ending August 31, 2025 · Form 990, Part IX, line 25 · total expenses $16M

For context, the median across 2,433 covered unclassified charities: $88.27 programs, $11.68 management, $0.05 fundraising (medians computed separately, so they may not sum to $100).

Where $100 of revenue came from

The fiscal year ending August 31, 2025 · Form 990, Part VIII · total revenue $25M

Other revenue was negative: −$2,782. The bar shows the positive sources only.

The 990 scorecard · same measures for every charity, no grades

FY2025 filing. Median across 2,433 covered charities in this category, from their latest filings.
MeasureFY2025Median
Program services
Part IX 25(B) ÷ 25(A)
58.3%86.7%
Management & general
Part IX 25(C) ÷ 25(A)
20.2%11.5%
Fundraising
Part IX 25(D) ÷ 25(A)
21.5%0.0%
Fundraising cost per $1 of contributions
Part IX 25(D) ÷ Part VIII 1h
$0.21$0.01
Contributions & grants share of revenue
Part VIII 1h ÷ 12
67.4%29.9%
Government grants share of revenue
Part VIII 1e ÷ 12
21.3%3.8%
Program service revenue share
Part VIII 2g ÷ 12
19.9%58.9%
Highest reported compensation
Part VII-A, columns D–F
$337,296$301,601
Highest compensation as share of expenses
Part VII-A ÷ Part IX 25(A)
2.09%1.38%
People paid over $100,000
Part VII, line 2
226
Net assets, in months of expenses
Part X 33(B) ÷ monthly expenses
52.46.8
Independent voting board members
Part VI 1a–1b
24 of 24100.0%

A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.

What the money paid for, in its own words

FY2025 · Form 990, Part III · the three largest programs by expense
$326K expenses · 3.5% of program spending · revenue $2.1M

Member 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…

$2.0M expenses · 21.1% of program spending · revenue $1.1M

Tours, seminars & events: american ancestors hosts online seminars, guided tours, conferences and events to further knowledge of family history. Guided research tours to locations in the united states, canada, and europe, as well as research programs at the brim-deforest library in boston. Each program includes intensive days devoted to research, one-on-one consultations, presentations by american ancestors genealogists and local experts, and social activities. We provide exclusive, in-depth learning opportunities online and in person, including more than 250 annual lectures, seminars…

$2.7M expenses · 28.5% of program spending · revenue $1.6M

Research library: the brim-deforest library has been named by USA today as a top 10 world destination for family history. The public, members and visitors may visit their eight-story library and archive where it offers the largest collection of original family history research materials in the country. The collection, which continues to grow through acquisition and preservation activities, dates from the fourteenth century to the present and spans north america, europe, and beyond. It includes more than 28 million diaries, letters, photographs, and other manuscripts, and more than 250,000…

$4.4M all other programs (line 4d)

Highest reported compensation

FY2025 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here
RoleFrom this orgFrom related orgsOtherTotal
PRESIDENT AND CEO
Officer, 35.00 hrs/week
$290,774$0$46,522$337,296
PRESIDENT EMERITUS AND CHIEF STEWARDSHIP OFFICER
Officer, 35.00 hrs/week
$262,149$0$36,769$298,918
CHIEF ADVANCEMENT OFFICER (FORMER)
Highest compensated employee, 35.00 hrs/week
$214,838$0$34,688$249,526
CHIEF FINANCIAL OFFICER
Officer, 35.00 hrs/week
$195,218$0$42,777$237,995
CHIEF ADVANCEMENT OFFICER
Highest compensated employee, 35.00 hrs/week
$187,345$0$43,804$231,149
ASSISTANT VICE PRESIDENT OF ADVANCEMENT
Highest compensated employee, 35.00 hrs/week
$181,920$0$41,899$223,819
CURATOR
Highest compensated employee, 35.00 hrs/week
$161,224$0$31,497$192,721
CHIEF LEARNING AND INTERPRETATION OFFICER
Highest compensated employee, 35.00 hrs/week
$147,007$0$43,813$190,820

22 people received more than $100,000 in reportable compensation from New England Historic Genealogical Society (Part VII, line 2). Compensation of current officers, directors and key employees totaled $1.1M (Part IX, line 5).

6 years of filings

Form 990, Parts I, VII, IX and X · each row is that year's own filing, linked
RevenueExpenses
$0$10M$20M$30M$40MFY2020FY2021FY2022FY2023FY2024FY2025$25M$16M
FilingRevenueExpensesProgramsNet assetsTop pay
FY2025 ⓘ$25M$16M58.3%$71M$337,296
FY2024 ⓘ$16M$16M54.3%$60M$579,509
FY2023 ⓘ$16M$15M54.5%$56M$554,196
FY2022 ⓘ$14M$13M68.4%$53M$514,865
FY2021 ⓘ$23M$12M69.8%$64M$515,995
FY2020 ⓘ$12M$13M68.4%$55M$476,337

Governance answers, as filed

FY2025 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means
  • Voting board members, and how many are independent Part VI, lines 1a–1b24 · 24 independent
  • Audited financial statements Part XII 2bYes
  • Conflict-of-interest policy Part VI 12aYes
  • Whistleblower policy Part VI 13Yes
  • Document retention policy Part VI 14Yes
  • Independent process for top executive pay Part VI 15aYes
  • Board given the 990 before filing Part VI 11aYes
  • Family or business ties among insiders Part VI 2No
  • Aware of a significant diversion of assets Part VI 5No
  • Excess benefit transaction with an insider Part IV 25aNo
  • Loans to or from insiders outstanding Part IV 26No
  • Lobbying, or a 501(h) election in effect Part IV 4Yes
  • Over $15,000 of professional fundraising services Part IV 18No
  • Over $10,000 of activity outside the U.S. Part IV 14bNo
  • Employees Part I, line 5112
  • Volunteers Part I, line 6224

Largest outside contractors

FY2025 · Form 990, Part VII, Section B · businesses only
SHAWMUT DESIGN & CONSTRUCTION
Building construction
$12,758,790
THEORY ONE DESIGN
Marketing & branding
$406,689
LIQUID SOUL MEDIA LLC
Consulting
$357,500
SCHWARTZSILVER ARCHITECTS INC
Architectural services
$353,220
AVI SYSTEMS
Audio visual exhibits
$328,236

Individuals listed as contractors are left out. 13 contractors were paid more than $100,000 in all.

Private foundation grants it received

16 private foundations reported grants to New England Historic Genealogical Society totaling $245K on their tax year 2023 Form 990-PF returns. See which foundations, on WHOFUNDS.

Source: WHOFUNDS open grant graph, matched from Form 990-PF Part XV.

Correct a figure or respond

Every number above is copied from New England Historic Genealogical Society's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for New England Historic Genealogical Society, you can publish a response that is linked from this page.

Similar-sized charities in this cause

All unclassified charities · Largest charities in Massachusetts

Questions people ask

How much of New England Historic Genealogical Society's spending goes to programs?

In the fiscal year ending August 31, 2025, New England Historic Genealogical Society reported that 58.3% of its $16.2 million in expenses went to program services, 20.2% to management and general and 21.5% to fundraising (Form 990, Part IX).

How much does New England Historic Genealogical Society pay its top executive?

The largest total compensation New England Historic Genealogical Society reported for one person in the fiscal year ending August 31, 2025 was $337,296, for the role of PRESIDENT AND CEO (Form 990, Part VII, including compensation from related organizations and other compensation).

Where does New England Historic Genealogical Society get its money?

Of $24.7 million in revenue in the fiscal year ending August 31, 2025, 67.4% came from contributions and grants (including 21.3% from government grants) and 19.9% from program service revenue (Form 990, Part VIII).

Is New England Historic Genealogical Society a registered charity?

The IRS lists EIN 04-2104757 as a 501(c)(3) organization (publicly supported organization (509(a)(2))), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.

Sources

  • FY2025: Form 990 for the fiscal year ending August 31, 2025, object 202610869349300006 · read the filing · XML
  • FY2024: Form 990 for the fiscal year ending August 31, 2024, object 202500579349301715 · read the filing
  • FY2023: Form 990 for the fiscal year ending August 31, 2023, object 202400739349300415 · read the filing
  • FY2022: Form 990 for the fiscal year ending August 31, 2022, object 202310589349300416 · read the filing
  • FY2021: Form 990 for the fiscal year ending August 31, 2021, object 202240539349300134 · read the filing
  • FY2020: Form 990 for the fiscal year ending August 31, 2020, object 202130559349301113 · read the filing

All filings for EIN 04-2104757: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.