2024-11-15T13:44:25-06:00 2023-12-31 042943536 TONNESON & COMPANY PC 401 EDGEWATER PLACE SUITE 300 WAKEFIELD MA 018806208 990 2023-01-01 042259628 NORTH ANDOVER HISTORICAL SOCIETY NORT 9786864035 800 MASSACHUSETTS AVE NORTH ANDOVER MA 01845 MARK SVENDSEN TREASURER 9786864035 2024-11-15 1 0 JODY K BOOTH P00963825 7812459999 2024-11-15 2023 2024-10-15 13:58:12Z MARK SVENDSEN 800 MASSACHUSETTS AVE NORTH ANDOVER MA 01845 526703 0 X WWW.NORTHANDOVERHISTORICALSOCIETY.ORG X 1933 MA 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. 11 11 3 25 0 0 192451 231697 27128 16268 68487 199615 24873 10398 312939 457978 0 0 0 0 140104 117708 3800 19460 40107 340490 458260 484394 595428 -171455 -137450 4782283 4823629 20021 26111 4762262 4797518 X 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. 0 0 411563 26666 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. 411563 1 0 0 0 0 0 0 1 0 1 1 0 0 1 0 1 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 0 1 0 0 0 1 0 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 MA X MARK SVENDSEN 9786864035 800 MASSACHUSETTS AVE NORTH ANDOVER MA 01845 STAN LIMPERT BOARD PRESIDENT 10.00 X X 0 0 0 ALEXANDER LOTH 1ST VICE PRESIDENT 4.00 X X 0 0 0 MARK SVENDSEN 2ND VICE PRESIDENT 2.00 X X 0 0 0 SUSAN HALTMAIER TREASURER 6.00 X X 0 0 0 TRACY WAKEMAN SECRETARY 1.00 X X 0 0 0 MARION DONAHUE DIRECTOR 1.00 X 0 0 0 DAVID KRES DIRECTOR 1.00 X 0 0 0 JAMES WORDEN DIRECTOR 6.00 X 0 0 0 STUART PESCOE DIRECTOR 1.00 X 0 0 0 DEEPAK NAGARAGAN DIRECTOR 1.00 X 0 0 0 ANDY VAN HORN DIRECTOR 1.00 X 0 0 0 SHEILA HOFFMAN EXECUTIVE DIRECTOR 50.00 X 56268 0 0 56268 0 0 0 0 0 0 0 231697 19665 231697 PROGRAM INCOME 900099 16268 16268 16268 60640 60640 10398 0 10398 10398 10398 207700 68725 138975 138975 138975 457978 26666 0 199615 56268 28427 24747 3094 46081 23281 20267 2533 15359 10751 2304 2304 556 556 13213 13213 19460 19460 7352 667 6685 49243 40334 8909 108280 108280 16604 16604 PROGRAM GRANTS AND EXPE 151230 151230 BOOKKEEPING 31951 31951 EXHIBIT EXPENSE 24736 24736 MISCELLANEOUS 22183 3636 10225 8322 32912 19665 8853 4394 595428 411563 143758 40107 269020 157808 356361 136472 46810 36532 18738 20177 2069807 783396 1374383 1286411 2353076 2689092 363895 497137 4782283 4823629 20021 26111 20021 26111 X 4120364 4317442 641898 480076 4762262 4797518 4782283 4823629 -137450 172706 0 X X 0 1 X 1 0 X 528218 770842 376019 192451 231697 2099227 33547 30175 29432 52001 26666 171821 561765 801017 405451 244452 258363 2271048 25110 25110 0 25110 25110 2245938 43359 35534 39682 46642 57876 223093 43359 35534 39682 46642 57876 223093 605124 836551 445133 291094 316239 2494141 0.90050 0.92180 0.08940 0.06740 X X X 0 15000 15000 15000 15000 15000 15000 15000 15000 15000 15000 0 0 80962 80962 1939362 736362 1203000 49483 47034 2449 1286411 INVEST IN AFILLIATES 287479 CONSTRUCTION IN PROGRESS 209658 497137 X PART V, LINE 4: EARNINGS FROM THIS ENDOWMENT ARE TO BE USED FOR MONITORING THE HISTORICAL PRESERVATION ON SPECIFIED REAL ESTATE PART X, LINE 2: IN ACCORDANCE WITH SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AND, ACCORDINGLY, THE COMBINED FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES. THESE DETERMINATIONS HAVE BEEN REVIEWED ACCORDING TO GUIDANCE IN A FINANCIAL ACCOUNTING STANDARDS BOARD PRONOUNCEMENT RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. IN DETERMINING THE RECOGNITION OF UNCERTAIN TAX POSITIONS, THE SOCIETY APPLIES A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND DETERMINES THE MEASUREMENT OF UNCERTAIN TAX POSITIONS CONSIDERING THE AMOUNTS AND PROBABILITIES OF THE OUTCOMES THAT COULD BE REALIZED UPON ULTIMATE SETTLEMENT WITH TAXING AUTHORITIES. AS OF DECEMBER 31, 2023, THE SOCIETY HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE SOCIETY IS GENERALLY SUBJECT TO POTENTIAL EXAMINATION BY TAXING JURISDICTIONS FOR THE PRIOR THREE YEARS. X X X X X 1 LINDSEY MAYO 18 NORMAN ROAD NORTH ANDOVER MA 01845 GRANT AND FUNDRAISING CONSULTANT 0 0 0 19460 19460 FORM 990, PART VI, SECTION B, LINE 11B THE TREAUSRER REVIEWS THE TAX RETURNS WITH THE FINANCE COMMITTEE. COPIES OF THE FORM 990 AND FORM PC ARE EMAILED TO ALL OF THE BOARD MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S TAX RETURNS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. BRICK STORE COMPANY IN ANDOVER NORTH PARISH 800 MASSACHUSETTS AVE NORTH ANDOVER MA 01845 046122901 PRESERVATION OF HISTORICAL STRUCTURES MA 501(C)(2) 0 CENTER REALTY TRUST 800 MASSACHUSETTS AVE NORTH ANDOVER MA 01845 042348294 TITLE HOLDING COMPANY MA 501(C)(2) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1