2024-04-22T11:02:32-04:00 2023-06-30 263582184 CAIN BOURRET JARRY & CRESSMAN LLC 1175 MAMMOTH ROAD SUITE 2A DRACUT MA 01826 990 2022-07-01 042640984 NEWTON HISTORICAL SOCIETY INC NEWT 6177961450 527 WASHINGTON STREET NEWTON MA 02458 LISA DADY EXECUTIVE DIRECTOR 6177961450 2024-04-22 true LISA DADY XXX-XX-XXXX false KRISTIN M CRESSMAN P00446157 9789571421 2024-04-22 2022 2023-04-26 12:10:37Z HISTORIC NEWTON LISA DADY 527 WASHINGTON STREET NEWTON MA 02458 421449 false X WWW.HISTORICNEWTON.ORG X 1978 MA HISTORIC NEWTON CONNECTS OUR COMMUNITY WITH ITS HISTORY IN ORDER TO ENRICH FUTURE GENERATIONS. 32 32 11 63 0 319714 167837 59345 71424 279745 163468 -13473 17040 645331 419769 0 0 239007 263664 34307 70074 149565 157434 388572 455405 256759 -35636 2994871 3064834 43541 37871 2951330 3026963 HISTORIC NEWTON CONNECTS OUR COMMUNITY WITH ITS HISTORY IN ORDER TO ENRICH FUTURE GENERATIONS. false false 333352 71424 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. 333352 true true false false false false false true false true false true false false false true false false false false false false false true true false false false false false false false false false false false false false false false false false false false false false false true 14 0 11 false false false false false false true true false false false false false false false false X 32 32 false false false false false false false true true false false true true true true true true true false false MA X LISA DADY 6177961450 527 WASHINGTON STREET NEWTON MA 02458 X BLAIR BAKER DIRECTOR 2.00 X 0 0 0 JENNIFER BENTLEY DIRECTOR 2.00 X 0 0 0 JAMES BRYANT DIRECTOR 2.00 X 0 0 0 RAKASHI CHAND TRUSTEE 2.00 X 0 0 0 SUZANNE CUCCURULLO PRESIDENT 2.00 X X 0 0 0 PETER DIMOND DIRECTOR 2.00 X 0 0 0 LAUREL FARNSWORTH DIRECTOR 2.00 X 0 0 0 RUSSEL FELDMAN TRUSTEE 2.00 X 0 0 0 LAURA FITZMAURICE DIRECTOR 2.00 X 0 0 0 C BERNARD FULP DIRECTOR 2.00 X 0 0 0 SHAWNA GIGGEY-MASHAL DIRECTOR 2.00 X 0 0 0 KAREN HAYWOOD TRUSTEE 2.00 X 0 0 0 SUSAN HEYMAN DIRECTOR 2.00 X 0 0 0 SARAH KISH DIRECTOR 2.00 X 0 0 0 ELLEN KLAPPER DIRECTOR 2.00 X 0 0 0 ANNE LARNER DIRECTOR 2.00 X 0 0 0 STELLA LEE VICE PRESIDE 2.00 X X 0 0 0 ROGER LEHRBERG DIRECTOR 2.00 X 0 0 0 DALIA LINSSEN DIRECTOR 2.00 X 0 0 0 BROOKE LIPSITT CLERK 2.00 X X 0 0 0 LISONG LIU DIRECTOR 2.00 X 0 0 0 MARIETTA MARCHITELLI TRUSTEE 2.00 X 0 0 0 IVAN MATVIAK DIRECTOR 2.00 X 0 0 0 FREDERICK MILLER DIRECTOR 2.00 X 0 0 0 JOHN MORGANTI TREASURER 2.00 X X 0 0 0 JEAN NOTIS-MCCONARTY DIRECTOR 2.00 X 0 0 0 LAURIE PALEPU DIRECTOR 2.00 X 0 0 0 SUSAN PALEY DIRECTOR 2.00 X 0 0 0 STEVE SNIDER DIRECTOR 2.00 X 0 0 0 AMANDA STAUFFER-PARK DIRECTOR 2.00 X 0 0 0 PETER TERRIS DIRECTOR 2.00 X 0 0 0 SUZANNE WINTON DIRECTOR 2.00 X 0 0 0 LISA DADY EXECUTIVE DI 40.00 X 0 0 0 false false false 32569 75231 60037 167837 PROGRAM SERVICE REVENUE 712120 71424 71424 71424 45570 45570 117898 117898 117898 117898 18720 1680 17040 419769 234892 X 235873 182778 33910 19185 7270 4390 2880 20521 16000 2841 1680 12481 10432 2049 34307 34307 6011 6011 77047 64227 6270 6550 5408 5408 28999 23041 486 5472 15193 15165 28 12295 11911 384 455405 333352 51979 70074 122880 96523 89246 50214 14547 13373 9983 2835 1557347 1640891 1200868 1260998 2994871 3064834 43541 37871 43541 37871 X 1987170 2099511 964160 927452 2951330 3026963 2994871 3064834 -35636 111269 X true X false true false X 145268 181188 189278 306779 167837 990350 123136 59791 32465 59345 135714 410451 313419 331200 324303 336948 342634 1648504 581823 572179 546046 703072 646185 3049305 50915 68850 41365 48740 36510 246380 6000 6000 56915 68850 41365 48740 36510 252380 2796925 78791 72366 88007 58778 45570 343512 78791 72366 88007 58778 45570 343512 660614 644545 634053 761850 691755 3392817 0.82440 0.79570 0.10000 0.12000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 2192417 213603 130773 2275247 2716152 -398041 125694 2192417 2235990 606567 126405 2716152 2291277 71269 126506 2235990 2345440 69297 123510 2291227 0.80300 0.17600 0.02100 false false MULTI-ASSET POOLED FUNDS 1260998 F 1260998 X 867661 111269 342634 453903 413758 6011 6011 419769 792028 342634 342634 449394 6011 6011 455405 SCHEDULE D, PAGE 2, PART III, LINE 4 THE ORGANIZATION'S COLLECTIONS CONSIST OF HISTORIC BUILDINGS, LANDSCAPES AND ARTIFACTS OF HISTORICAL SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL, RESEARCH, AND CURATORIAL PURPOSES. THE HISTORICAL COLLECTIONS ARE NOT CAPITALIZED BY THE ORGANIZATION. IN ADDITION, THE ORGANIZATION DOES NOT CAPITALIZE REPAIRS OR IMPROVEMENTS TO INEXHAUSTIBLE COLLECTIONS. ALL PURCHASES OF COLLECTION ITEMS, AND RESTORATION OR IMPROVEMENTS TO INEXHAUSTIBLE COLLECTIONS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE EXPENDITURE IS MADE. THE ORGANIZATION MAINTAINS A COLLECTION POLICY THAT ADDRESSES COLLECTIONS UPKEEP, ACCESSION AND DE-ACCESSION POLICIES AND OTHER ASPECTS OF COLLECTIONS MANAGEMENT. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. THE ORGANIZATION HAS ADOPTED A POLICY THAT ANY PROCEEDS FROM THE SALE OF COLLECTION ITEMS ARE TO BE USED TO ACQUIRE OTHER ITEMS FOR THE COLLECTION OR TO CONSERVE THE EXISTING COLLECTION. IN ACCORDANCE WITH THE POLICY OF NOT RECORDING COLLECTIONS IN THE FINANCIAL RECORDS, DONATED COLLECTION ITEMS RECEIVED DURING THE YEAR ARE NOT REFLECTED IN THE STATEMENT OF ACTIVITIES. SCHEDULE D, PAGE 2, PART V, LINE 4 INCOME FROM THE BOARD DESIGNATED FUNDS FUNCTIONING AS ENDOWMENT FUNDS WILL BE USED IN ACCORDANCE WITH THE ORGANIZATION'S SPENDING POLICY FOR FUNDING THE ORGANIZATION'S MISSION. INCOME FROM THE PERMANENT ENDOWMENT IS RESTRICTED BY THE DONOR FOR THE PURPOSE OF FUNDING A MUSEUM EDUCATOR AND USED IN ACCORDANCE WITH THE ORGANIZATION'S SPENDING POLICY. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH THEIR TAX-EXEMPT STATUS AT BOTH THE STATE AND FEDERAL LEVELS. THE ORGANIZATION ANNUALLY FILES IRS FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX-EXEMPT ENTITIES. THESE INFORMATION TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES GENERALLY FOR A PERIOD OF THREE YEARS AFTER THEY WERE FILED. THE ORGANIZATION CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS. X X X X X X true JANET GOFF 14 WHITTEMORE ROAD NEWTON MA 02458 PROF. FUND true 109646 34307 75339 109646 34307 75339 PREVIEW PARTY 17340 17340 17340 17340 17340 SCHEDULE G, PAGE 1, PART I, LINE 2B, COLUMN (III) JANET GOFF Y FORM 990, PAGE 6, PART VI, LINE 11B THE AUDIT COMMITTEE OF THE BOARD REVIEWS AND APPROVES THE DRAFT FORM 990. A COPY OF THE APPROVED-FOR-FILING FORM 990 IS DISTRIBUTED TO BOTH THE EXECUTIVE COMMITTEE AND TO THE FULL BOARD PRIOR TO ITS FILING. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY STATES THE FOLLOWING: 1. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON (A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; (B) HAS READ AND UNDERSTANDS THE POLICY; (C) HAS AGREED TO COMPLY WITH THE POLICY; AND (D) UNDERSTANDS NEWTON HISTORICAL SOCIETY IS A CHARITABLE ORGANIZATION AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. 2. EACH VOTING MEMBER OF THE BOARD SHALL ANNUALLY SIGN A STATEMENT THAT DECLARES WHETHER SUCH PERSON IS AN INDEPENDENT DIRECTOR. 3. IF AT ANY TIME DURING THE YEAR, THE INFORMATION IN THE STATEMENT CHANGES MATERIALLY, THE DIRECTOR SHALL DISCLOSE SUCH CHANGES AND REVISE THE ANNUAL DISCLOSURE FORM. 4. THE EXECUTIVE COMMITTEE SHALL REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THIS POLICY BY REVIEWING ANNUAL STATEMENTS AND TAKING SUCH OTHER ACTIONS AS ARE NECESSARY FOR EFFECTIVE OVERSIGHT. FORM 990, PAGE 6, PART VI, LINE 15A THE ORGANIZATION'S EXECUTIVE DIRECTOR IS EMPLOYED AND COMPENSATED BY THE CITY OF NEWTON. IN ADDITION, THERE ARE NO KEY EMPLOYEES. FORM 990, PAGE 6, PART VI, LINE 19 ALL DOCUMENTATION RELATED TO THE NEWTON HISTORICAL SOCIETY SUCH AS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, COPIES OF THE FORM 990 ARE AVAILABLE ON THE NEWTON HISTORICAL SOCIETY WEBSITE. THE FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART IX, LINE 11G BAD DEBT 0 2,400 0 CREDIT CARD & BANK FEES 1,463 0 0 DUES AND SUBSCRIPTIONS 2,568 0 295 EQUIPMENT RENTAL AND MAINT 8,888 0 0 EXHIBITIONS 498 0 0 FOOD AND REFRESHMENTS 1,957 0 6,255 HISTORIC HOUSE MARKERS 4,585 0 0 LANDSCAPING 5,726 500 0 MUSEUM SHOP COST OF SALES 2,034 0 0 SUPPLIES 18,148 0 0 PROFESSIONAL FEES, OTHER 17,159 3,370 0 COLLECTION EXPENSES 1,201 0 0 TOTAL 64,227 6,270 6,550