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Nonprofit · EIN 04-2312091

ANDOVER HISTORICAL SOCIETY

Tax-exempt · ANDOVER, MA 01810

Financials

$334K$449K2023$848K$430K2024
Revenue Expenses · by fiscal year end
Financials of ANDOVER HISTORICAL SOCIETY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$847,553$429,977$417,576$2,448,210$159,940$2,288,270
June 30, 2024990$333,663$448,815-$115,152$1,936,557$165,637$1,770,920
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$743,151
of which government grants
$136,000
Membership dues
$6,048
Program service revenue
$38,877
Investment income
$63,621
Net gain from sales of assets
$25,047
Net income from sales of inventory
$1,904
Other revenue
$1,904

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$65,000
Other salaries and wages
$134,737
Salaries, compensation and benefits (total)
$215,739
Professional fundraising fees
$0
Accounting fees
$19,400
Occupancy
$68,159
Depreciation
$18,765
Program services (functional)
$283,501
Management and general (functional)
$107,707
Fundraising (functional)
$38,769

Balance sheet and other

Total assets, start of year
$1,936,557
Total assets, end of year
$2,448,210
Total liabilities, end of year
$159,940
Net assets, end of year
$2,288,270
Land, buildings and equipment
$553,063
Publicly traded securities
$1,449,943
Net assets without donor restrictions
$691,221
Net assets with donor restrictions
$1,597,049
Gross receipts
$1,256,591
Employees
11
Volunteers
40
Year formed
1951
State of legal domicile
MA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
ELAINE CLEMENTSEXECUTIVE DI
Officer
40$65,000
DAVID JOYNERPRESIDENT
Trustee or director, Officer
3$0
CARY WHITEVICE PRESIDE
Trustee or director, Officer
3$0
JANE CAIRNSTREASURER
Trustee or director, Officer
3$0
DOUG COOPERCLERK
Trustee or director, Officer
3$0
BARBARA BUNNRECORDING SE
Trustee or director, Officer
3$0
JIM BATCHELDERDIRECTOR
Trustee or director
1$0
SUSHMITA BAWARIDIRECTOR
Trustee or director
1$0
RALPH BLEDSOEDIRECTOR
Trustee or director
1$0
AMY SALANT CRONINDIRECTOR
Trustee or director
1$0
AMY HUDIRECTOR
Trustee or director
1$0
PAUL MACKAYDIRECTOR
Trustee or director
1$0
LOIS MCGINNESSDIRECTOR
Trustee or director
1$0
JESSICA RANDOLPHDIRECTOR
Trustee or director
1$0
JOANNA RECKDIRECTOR
Trustee or director
1$0
2 more people on this return
NameTitleHours / weekCompensation
JIM REDMONDDIRECTOR
Trustee or director
1$0
SILVIA SHEDIRECTOR
Trustee or director
1$0
990 for the year ended June 30, 2024: 19 people
NameTitleHours / weekCompensation
ELAINE CLEMENTSEXECUTIVE DI
Officer
40$67,600
DAVID JOYNERPRESIDENT
Trustee or director, Officer
3$0
CARY WHITEVICE PRESIDE
Trustee or director, Officer
3$0
JANE CAIRNSTREASURER
Trustee or director, Officer
3$0
DOUG COOPERCLERK
Trustee or director, Officer
3$0
BARBARA BUNNRECORDING SE
Trustee or director, Officer
3$0
JIM BATCHELDERDIRECTOR
Trustee or director
1$0
SUSHMITA BAWARIDIRECTOR
Trustee or director
1$0
RALPH BLEDSOEDIRECTOR
Trustee or director
1$0
AMY SALANT CRONINDIRECTOR
Trustee or director
1$0
NORMA GAMMONDIRECTOR
Trustee or director
1$0
AMY HUDIRECTOR
Trustee or director
1$0
PAUL MACKAYDIRECTOR
Trustee or director
1$0
LOIS MCGINNESSDIRECTOR
Trustee or director
1$0
JESSICA RANDOLPHDIRECTOR
Trustee or director
1$0
JOANNA RECKDIRECTOR
Trustee or director
1$0
JIM REDMONDDIRECTOR
Trustee or director
1$0
SILVIA SHEDIRECTOR
Trustee or director
1$0
KAREN SIMMONDSDIRECTOR
Trustee or director
1$0

Address and contacts

Address (IRS master file)
97 MAIN ST, ANDOVER, MA 01810-3803
Principal officer (990 for 2024)
DAVID JOYNER, 97 MAIN STREET, ANDOVER, MA 01810
Signed the 990
JANE CAIRNS, TREASURER
Phone
(978) 475-2236
Return prepared by
SHAHEEN PALLONE & ASSOCIATES PC

Mission

THE SOCIETY WAS ESTABLISHED FOR THE PURPOSE OF PRESERVING LOCAL HISTORY, SERVING AS A COMMUNITY HISTORICAL CENTER AND PROMOTING COMMUNITY INVOLVEMENT WITHIN THE TOWN OF ANDOVER, MASSACHUSETTS

990 for the year ended June 30, 2025

Program accomplishments

  • MAINTAINING A MUSEUM AND LIBRARY WHERE ARTIFACTS OF LOCAL HISTORICAL SIGNIFICANCE ARE COLLECTED, PRESERVED, EXHIBITED AND INTERPRETED. THE SOCIETY PROVIDES A WIDE RANGE OF EDUCATIONAL PROGRAMS AND SERVICES FOR INDIVIDUALS, AND GROUPS OF ALL AGES, IN ORDER TO ENCOURAGE A GREATER UNDERSTANDING OF LOCAL HISTORY AND RELATED PRESERVATION ISSUES.
    Expenses $283,501 · revenue $38,877

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
04-2312091
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2020
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,448,210
Income (IRS master file)
$1,256,591

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$847,553$429,977$2,448,210IRS
990June 2024$333,663$448,815$1,936,557XML
990June 2023$373,259$431,607$1,921,666IRS
990June 2022$665,566$355,540$1,920,646IRS
990June 2021–––IRS
990June 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2312091).

Questions about ANDOVER HISTORICAL SOCIETY

What is the EIN of ANDOVER HISTORICAL SOCIETY?
The employer identification number (EIN) of ANDOVER HISTORICAL SOCIETY is 04-2312091.
Is ANDOVER HISTORICAL SOCIETY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to ANDOVER HISTORICAL SOCIETY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ANDOVER HISTORICAL SOCIETY file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ANDOVER HISTORICAL SOCIETY due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ANDOVER HISTORICAL SOCIETY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of ANDOVER HISTORICAL SOCIETY?
The 990 for the year ended June 30, 2025 names DAVID JOYNER.
Who are the officers and directors of ANDOVER HISTORICAL SOCIETY?
The 990 for the year ended June 30, 2025 lists 17 people; 1 received compensation from the organization, the highest $65,000 (ELAINE CLEMENTS, EXECUTIVE DI).
How much revenue does ANDOVER HISTORICAL SOCIETY have?
On its 990 for the year ended June 30, 2025 it reported revenue of $847,553, expenses of $429,977 and total assets of $2,448,210 at year end.

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