2024-11-14T20:20:51-06:00 2023-12-31 481243147 CHRISTOPHER J CLAIR CPA PA 6409 GLADSTONE DRIVE SHAWNEE KS 66218 990 2023-01-01 136111094 NEW ENGLAND SOCIETY IN THE CITY OF NEW YORK NEWE 9293570170 150 EAST 55TH STREET 3RD FLOOR NEW YORK NY 10022 MATTHEW RIMI VON BARTON PRESIDENT 9293570170 2024-11-14 1 0 CHRISTOPHER J CLAIR P00218187 9132442521 2024-11-14 2023 2024-10-15 13:58:12Z MATTHEW RIMI VON BARTON 150 EAST 55TH STREET 3RD FLOOR NEW YORK NY 10022 854435 0 X www.nesnyc.org X 1805 NY THE SOCIETY'S MISSION IS TO PROMOTE FRIENDSHIP, CHARITY AND MUTUAL ASSISTANT AMONG AND ON BEHALF OF NEW ENGLANDERS LIVING IN NEW YORK. THE SOCIETY IS ONE OF THE OLDEST CHARITABLE ORGANIZATION'S IN THE UNITED STATES AND WAS FOUNDED IN 1805. TODAY, THE SOCIETY CELEBRATES THE NEW ENGLAND SPIRIT AND HERITAGE THROUGH ITS CHARITABLE WORKS, SOCIAL ACTIVITIES FOR MEMBERS AND GUESTS. ITS PHILANTHROPIC FOCUS IS A SCHOLARSHIP PROGRAM FOR NEW YORK CITY STUDENTS ATTENDING NEW ENGLAND COLLEGES AND UNIVERSITIES. 15 15 0 50 0 0 68319 48561 79333 68450 68820 92604 0 0 216472 209615 76200 89500 0 0 94948 91666 0 0 29908 228233 244244 399381 425410 -182909 -215795 2215063 2180608 47288 47288 2167775 2133320 SEE STATEMENT ON FORM 990, PAGE 1, PART 1, LINE 1 0 0 115948 89500 SCHOLARSHIPS FOR NEW YORK STUDENTS ATTENDING NEW ENGLAND COLLEGES AND UNIVERSITIES. IN 2023, THE NEW ENGLAND SOCIETY SUPPORTED THE EDUCATION OF NUMEROUS STUDENTS. 197903 68450 TO PROMOTE ITS PURPOSE, THE SOCIETY HOLDS VARIOUS EVENTS AND SOCIAL ACTIVITIES FOR MEMBERS AND GUESTS. THESE SOCIAL FUNCTIONS AND DINNERS THROUGHOUT THE YEAR ADD TO THE FUNDS AVAILABLE FOR THE SCHOLARSHIP PROGRAM. 313851 1 1 0 0 0 0 0 1 0 1 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X PRESTI & NAEGELE LLC 2127360055 225 W 35TH ST 5TH FLR NEW YORK NY 10001 MATTHEW RIMI VON BARTON PRESIDENT 2.00 X X 0 0 0 SIGOURNEY RON ROMAINE TREASURER 1.00 X X 0 0 0 MARK PEARSON SECRETARY 1.00 X X 0 0 0 DANZEY BURNHAM ASSISTANT SECRETARY 1.00 X X 0 0 0 ANNE TEASDALE FIRST VICE PRESIDENT 1.00 X X 0 0 0 JAN WHITMAN OGDEN SECOND VICE PRESIDENT 1.00 X X 0 0 0 CHARLES E DORKEY III ASSISTANT TREASURER 1.00 X X 0 0 0 JUDY BLISS DIRECTOR 1.00 X 0 0 0 DONNA GROSS DIRECTOR 1.00 X 0 0 0 LUCILLE KIRK DIRECTOR 1.00 X 0 0 0 LESLIE MIDDLEBROOK MOORE DIRECTOR 1.00 X 0 0 0 MARIAN MORRILL-FISHER DIRECTOR 1.00 X 0 0 0 STEPHEN STOREN DIRECTOR 1.00 X 0 0 0 HEATHER HILGERS DIRECTOR 1.00 X 0 0 0 NICHOLAS D'ANGELO DIRECTOR 1.00 X 0 0 0 KATHERINE JOHNSON EXECUTIVE DIRECTOR 40.00 X 91666 0 0 91666 0 0 0 0 0 0 0 19614 28947 48561 SOCIAL ACTIVITIES & EV 900099 68450 68450 68450 50381 50381 687043 644820 42223 42223 42223 209615 68450 0 92604 89500 89500 91666 68750 13750 9166 84648 63486 12698 8464 36506 36506 258 194 39 25 5606 4205 841 560 14100 10575 2115 1410 2323 1743 349 231 1939 1455 290 194 SOCIAL EVENTS & ACTIVIT 94296 70722 14145 9429 BANK AND CREDIT CARD FE 4293 3221 643 429 NEW YORK STATE TAXES 275 275 425410 313851 81651 29908 24004 2548 2145321 2132322 45738 45738 2215063 2180608 47288 47288 47288 47288 X 1439660 1438015 728115 695305 2167775 2133320 2215063 2180608 -215795 181340 0 X X 1 X 0 1 0 X 111567 54997 58790 68319 48561 342234 111567 54997 58790 68319 48561 342234 342234 78020 49004 45882 68820 50381 292107 634341 0.53950 0.77120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 728115 5485 51205 89500 695305 818019 41830 -55534 76200 728115 774436 14965 79943 51325 818019 721643 55048 24645 26900 774436 675309 20460 82048 53450 2724 721643 1.00000 0 0 0 FIDELITY - GENERAL ENDOWMENT 1437017 F FIDELITY - SCHOLARSHIP FUND 695305 F 2132322 OPERATING LEASE LIABILITY 47288 47288 X Part III, Line 4: THE SOCIETY HAS A SMALL COLLECTION OF HISTORICAL DOCUMENTS PERTAINING TO THE NEW ENGLAND SOCIETY. THIS COLLECTION INCLUDES INTERNAL DOCUMENTS, ANNUAL REPORTS, EVENT INVITATIONS, ADDRESSES FROM GUEST SPEAKERS, BOARD MINUTES AND OTHER SUCH DOCUMENTS. SOME OF THESE DOCUMENTS ARE BEING DIGITIZED AND POSTED ON THE WEBSITE AS TIME AND FUNDING ALLOW. SCHOLARS CAN MAKE AN APPOINTMENT WITH THE SOCIETY TO VIEW THE COLLECTION. THE COLLECTION PRESERVES THE HISTORY OF THE SOCIETY AND PROVIDE AN INTERESTING PERSPECTIVE ON THE HISTORY OF NEW YORK CITY. THE NEW ENGLAND SOCIETY COLLECTION IS SMALL, BUT IT IS IMPORTANT TO THE ORGANIZATION TO HAVE ITS HISTORY DOCUMENTED. Part V, Line 4: THE SOCIETY'S NET ASSETS WITH DONOR RESTRICTIONS ARE COMPRISED OF $695,305 TO BE UTILIZED FOR SCHOLARSHIPS. Part X, Line 2: THE SOCIETY HAS NO MATERIAL UNCERTAIN TAX POSITIONS TO BE ACCOUNTED FOR IN THE FINANCIAL STATEMENTS UNDER ASC TOPIC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. 1 SCHOLARSHIPS 16 89500 Part I, Line 2: THE SOCIETY PROVIDES SCHOLARSHIPS FOR NEW YORK CITY STUDENTS ATTENDING COLLEGES AND UNIVERSITIES IN NEW ENGLAND. THE SCHOLARSHIP RECIPIENTS COMPLETE A COMPREHENSIVE APPLICATION AND UNDERGO AN INTERVIEW PROCESS. UPON SELECTION, SCHOLARSHIPS ARE DISTRIBUTED DIRECTLY TO THE RECIPIENTS COLLEGE OR UNIVERSITY, ALONG WITH A LETTER OUTLINING HOW THE FUNDS SHOULD BE USED. THE SOCIETY REQUIRES THAT THE COLLEGES AND UNIVERSITIES PROVIDE A WRITTEN RESPONSE INDICATING RECEIPT OF THE SCHOLARSHIP PAYMENT AND ACKNOWLEDGEMENT OF HOW THE FUNDS WILL BE USED. Form 990, Part VI, Section A, line 3 A PROFESSIONAL MANAGEMENT COMPANY PROVIDES ALL MANAGEMENT SERVICES. THE SOCIETY HAS A MANAGEMENT CONTRACT WITH POWERED BY PROFESSIONALS, INC. Form 990, Part VI, Section A, line 6 THE SOCIETY IS COMPOSED OF ACTIVE MEMBERS, LIFE MEMBERS, NON-RESIDENT MEMBERS, ASSOCIATE MEMBERS, AND HONORARY MEMBERS. ACTIVE, LIFE AND NON-RESIDENT MEMBERS HAVE VOTING PRIVILEGES. ASSOCIATE AND HONORARY MEMBERS DO NOT HAVE VOTING PRIVILEGES. Form 990, Part VI, Section A, line 7a ACTIVE MEMBERS, LIFE MEMBERS AND NON-RESIDENT MEMBERS ELECT OFFICERS AND DIRECTORS AT THE ANNUAL MEETING. NOTICE OF THE ANNUAL MEETING OF THE SOCIETY IS SENT IN WRITING TO EACH ELIGIBLE MEMBER, AND THE NOTICE INCLUDES THE DATE, TIME AND PLACE OF THE MEETING, AS WELL AS A LIST OF CANDIDATES FOR ELECTION AND OTHER MATTERS TO BE VOTED ON BY THE MEMBERSHIP. AT THE ANNUAL MEETING, ONE-THIRD OF THE MEMBERS SHALL BE PRESENT IN PERSON OR BY PROXY TO CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS. DECISIONS, INCLUDING THE ELECTION OF OFFICERS AND DIRECTORS, CAN BE MADE BY A MAJORITY OF THE MEMBERS VOTING. Form 990, Part VI, Section A, line 7b THE SOCIETY'S MEMBERS VOTE TO ELECT OFFICERS AND DIRECTORS OF THE BOARD EACH YEAR, AND AMENDMENTS TO THE ORGANIZATION'S BY-LAWS MUST BE APPROVED BY THE MEMBERSHIP. Form 990, Part VI, Section B, line 11b THE SOCIETY'S MANAGEMENT COMPANY, PRESIDENT, TREASURER AND EXECUTIVE DIRECTOR REVIEW THE FORM 990 IN DETAIL PRIOR TO IT BEING FILED WITH THE IRS. THE REMAINDER OF THE BOARD'S OFFICERS AND DIRECTORS RECEIVE A COPY OF THE FINAL FORM 990 PRIOR TO IT BEING FILED. Form 990, Part VI, Section B, line 12c ALL BOARD MEMBERS MUST REVIEW AND SIGN THE CONFLICT OF INTEREST FORM ANNUALLY. AT EACH MEETING OF THE BOARD OF DIRECTORS, DISCLOSURE OF REAL OR POTENTIAL CONFLICTS OF INTEREST IS REQUIRED. IF A BOARD MEMBER IS AFFILIATED WITH A COMPANY THAT IS BEING CONSIDERED FOR A SERVICE, HE/SHE MUST EXPLAIN HIS/HER AFFILIATION AND MUST EXCUSE HIM/HERSELF FROM ANY DISCUSSION AND VOTING WITH RESPECT TO THE PROPOSED TRANSACTION. IF A BOARD MEMBER HAS A SERVICE TO OFFER THE SOCIETY THAT WOULD REQUIRE COMPENSATION, THE BOARD MUST COMPARE THE SERVICE WITH TWO COMPETITORS AND MAKE A DECISION IN THE BEST INTERESTS OF THE SOCIETY. Form 990, Part VI, Section B, line 15a THE EXECUTIVE DIRECTOR'S COMPENSATION WAS APPROVED BY THE BOARD OF DIRECTORS. THE COMPENSATION IS INDEPENDENT CONTRACTOR COMPENSATION. Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE PROVIDED TO ALL INDIVIDUALS UPON REQUEST PURSUANT TO STATE AND FEDERAL LAW. FORM 990, PART XII, LINE 2C NO CHANGES HAVE BEEN MADE TO THE BOARD'S REVIEW/OVERSIGHT PROCEDURES OF THE AUDITED FINANCIAL STATEMENTS THAT WERE IN PLACE IN THE PREVIOUS YEAR.