NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY

EIN: 042104757 501(c)(3)

BOSTON, MA

Total Revenue
$24,713,504
Total Expenses
$16,156,300
Total Assets
$97,054,844
Net Assets
$70,600,392
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Financial Trends

Organization Details

Formation Year
1845
Legal Domicile
MA
Principal Officer
BRUCE BERNIER
Phone
6175365740
Tax Period
2024-09-01 to 2025-08-31

NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY, founded in 1845, is a mid-sized nonprofit that reported $24.7M in total revenue in fiscal year 2024. Revenue surged 54% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8.6M, a strong 35% operating margin.

Mission

NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY'S MISSION IS TO ADVANCE THE STUDY OF FAMILY HISTORY IN AMERICA AND BEYOND. WE EDUCATE, INSPIRE, AND CONNECT PEOPLE THROUGH OUR SCHOLARSHIP, COLLECTIONS, AND EXPERTISE. WE CONDUCT BUSINESS UNDER THE TRADE NAME AMERICAN ANCESTORS. AMERICAN ANCESTORS IS A NATIONAL NONPROFIT CENTER FOR FAMILY HISTORY, HERITAGE & CULTURE BASED IN BOSTON, MASSACHUSETTS, AND HAS BEEN SETTING THE GOLD STANDARD FOR GENEALOGICAL RESEARCH SINCE ITS FOUNDING IN 1845. TODAY, AMERICAN ANCESTORS SERVES 400,000 MEMBERS AND SUBSCRIBERS THROUGH AMERICANANCESTORS.ORG, ONE OF THE WORLD'S LARGEST ONLINE COLLECTIONS OF FAMILY HISTORY RESOURCES. IN 2025, AMERICAN ANCESTORS LAUNCHED THE FAMILY HERITAGE EXPERIENCE, AN INTERACTIVE, STATE-OF-THE-ART EXHIBITION THAT INTRODUCES VISITORS TO THE JOY OF FAMILY HISTORY RESEARCH, LOCATED AT 97 NEWBURY STREET IN BOSTON. AMERICAN ANCESTORS IS ALSO HOME TO THE WYNER FAMILY JEWISH HERITAGE CENTER, WHICH PRESERVES NEW ENGLAND'S JEWISH HISTORY, AND 10 MILLION NAMES, A PROJECT DEDICATED TO FINDING THE NAMES OF THE ENSLAVED MEN, WOMEN, AND CHILDREN IN PRE- AND POST-COLONIAL AMERICA BEFORE EMANCIPATION. THEIR AWARD WINNING WEBSITE IS AMERICANANCESTORS.ORG AND INCLUDES AN ONLINE REPOSITORY OF MORE THAN 10 BILLION SEARCHABLE RECORDS FROM AMERICA AND BEYOND. AMERICAN ANCESTORS PROVIDES EXCLUSIVE, IN-DEPTH LEARNING OPPORTUNITIES ONLINE AND IN PERSON, INCLUDING MORE THAN 250 ANNUAL LECTURES, SEMINARS, INTENSIVE RESEARCH PROGRAMS, CULTURAL PROGRAMS, AMERICAN INSPIRATION BOOK TALKS, AND SPECIAL EVENTS DESIGNED TO BENEFIT FAMILY HISTORY RESEARCHERS OF ALL LEVELS AND HERITAGE AND CULTURAL ENTHUSIASTS. IT MAINTAINS A PUBLISHING DIVISION THAT PRODUCES ORIGINAL GENEALOGICAL RESEARCH, SCHOLARSHIP, AND EDUCATIONAL MATERIALS, INCLUDING THE REGISTER, THE FLAGSHIP JOURNAL OF AMERICAN GENEALOGY SINCE 1847, AND AMERICAN ANCESTORS, ITS AWARD-WINNING MAGAZINE. THEIR EXPERT STAFF OF RESEARCHERS AND GENEALOGISTS ARE AMONG THE MOST RESPECTED AND ADVANCED IN THE PROFESSION. ASK A GENEALOGIST, A FREE ONLINE CHAT SERVICE, ALLOWS FAMILY HISTORIANS TO ASK SHORT RESEARCH OR HISTORY QUESTIONS AND GET REAL-TIME ANSWERS FROM THEIR EXPERTS. THEY CONDUCT RESEARCH ON BEHALF OF FAMILY HISTORIANS, PROVIDING AUTHORITATIVE, DOCUMENTED RESEARCH REPORTS AND FAMILY TREE CHARTS. FOR MORE INFORMATION, VISIT AMERICANANCESTORS.ORG.

Program Service Accomplishments

Program 1
Expenses: $326,345 Revenue: $2,132,314

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...

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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 SERVICE; DISCOUNTS ON HOTELS THROUGH HISTORICHOTELS.ORG AND HISTORICHOTELSWORLDWIDE.COM; AND ACCESS TO AMERICAN ANCESTREES, AN ONLINE FAMILY TREE PROGRAM.

Program 2
Expenses: $1,990,676 Revenue: $1,149,334

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...

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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, INTENSIVE RESEARCH PROGRAMS, CULTURAL PROGRAMS, AMERICAN INSPIRATION BOOK TALKS, AND SPECIAL EVENTS DESIGNED TO BENEFIT FAMILY HISTORY RESEARCHERS OF ALL LEVELS AND HERITAGE AND CULTURAL ENTHUSIASTS.

Program 3
Expenses: $2,681,026 Revenue: $1,582,493

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...

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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 BOOKS AND MICROFORMS.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $16,650,443
Program Service Revenue $4,908,184
Investment Income $3,157,659
Other Revenue $-2,782
TOTAL REVENUE $24,713,504

Expense Breakdown

Grants Paid $0
Salaries & Benefits $9,667,888
Fundraising Expenses $3,470,428
Program Expenses $9,418,806
Other Expenses $6,488,412
TOTAL EXPENSES $16,156,300

Year-over-Year Comparison

2024 2023 Change
Revenue $24,713,504 $16,002,411 +0.5%
Expenses $16,156,300 $15,622,249 +0.0%
Net Income $8,557,204 $380,162 +21.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
24
Independent Members
24
Employees
112
Volunteers
224

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
9
$874,209
Total Directors
24
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID M TREBING CHAIRMAN 6.00
Officer Director
$0 $0 $0
M DAVID SHERRILL VICE CHAIRMAN 6.00
Officer Director
$0 $0 $0
BONNIE REILLY SECOND VICE CHAIRMAN 6.00
Officer Director
$0 $0 $0
JOHN E CORCORAN TREASURER 6.00
Officer Director
$0 $0 $0
GERARD A HALPIN III SECRETARY 6.00
Officer Director
$0 $0 $0
MARK KIMBALL NICHOLS CORRESPONDING SECRETARY 6.00
Officer Director
$0 $0 $0
NANCY S MAULSBY TRUSTEE 6.00
Director
$0 $0 $0
ELIZABETH B VITTON TRUSTEE 6.00
Director
$0 $0 $0
ERIC N WARD TRUSTEE 6.00
Director
$0 $0 $0
NORDAHL L BRUE TRUSTEE 6.00
Director
$0 $0 $0
BRENDA L JOHNSON TRUSTEE 6.00
Director
$0 $0 $0
JOHN S RANDO JR TRUSTEE 6.00
Director
$0 $0 $0
HELEN ER SAYLES TRUSTEE 6.00
Director
$0 $0 $0
MARK T COX IV TRUSTEE 6.00
Director
$0 $0 $0
ANDREW LANGLOIS TRUSTEE 6.00
Director
$0 $0 $0
ROBB ALEY ALLAN TRUSTEE 6.00
Director
$0 $0 $0
JONATHON BUCK TREAT TRUSTEE 6.00
Director
$0 $0 $0
BRENDA M WILLIAMS TRUSTEE 6.00
Director
$0 $0 $0
KELI D LEVINE TRUSTEE 6.00
Director
$0 $0 $0
JO ANNE C MAKELY TRUSTEE 6.00
Director
$0 $0 $0
BRADY BRIM-DEFOREST TRUSTEE 6.00
Director
$0 $0 $0
RYAN D TALIAFERRO TRUSTEE 6.00
Director
$0 $0 $0
THOMAS B HAGEN TRUSTEE 6.00
Director
$0 $0 $0
SUSAN CARLSON TRUSTEE 6.00
Director
$0 $0 $0
RYAN WOODS PRESIDENT AND CEO 35.00
Officer
$290,774 $46,522 $337,296
D BRENTON SIMONS PRESIDENT EMERITUS AND CHIEF STEWARDSHIP OFFICER 35.00
Officer
$262,149 $36,769 $298,918
BRUCE BERNIER CHIEF FINANCIAL OFFICER 35.00
Officer
$195,218 $42,777 $237,995
MEGHAN HALLOCK CHIEF ADVANCEMENT OFFICER (FORMER) 35.00
Highest
$214,838 $34,688 $249,526
EDWARD MACMAHON CHIEF ADVANCEMENT OFFICER 35.00
Highest
$187,345 $43,804 $231,149
STEVEN SOLOMON ASSISTANT VICE PRESIDENT OF ADVANCEMENT 35.00
Highest
$181,920 $41,899 $223,819
CURT DICAMILLO CURATOR 35.00
Highest
$161,224 $31,497 $192,721
GINEVRA MORSE CHIEF LEARNING AND INTERPRETATION OFFICER 35.00
Highest
$147,007 $43,813 $190,820
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $24,713,504 $16,156,300 $97,054,844 $8,557,204
2024 $16,002,411 $15,622,249 $85,102,082 $380,162
2023 $15,882,127 $15,021,019 $66,422,648 $861,108
2022 $13,569,592 $13,007,088 $58,526,477 $562,504
2021 $22,522,930 $12,219,784 $68,046,034 $10,303,146
2020 $11,994,927 $12,896,938 $59,308,788 $-902,011
2019 $13,083,120 $12,937,583 $56,470,249 $145,537
2018 $11,938,835 $11,416,230 $56,381,093 $522,605
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