THE NEW ENGLAND QUARTERLY C/O LORING WOLCOTT & COOLIDGE

EIN: 042707673 501(c)(3)

BOSTON, MA

Total Revenue
$203,528
Total Expenses
$170,690
Total Assets
$1,949,883
Net Assets
$1,917,111
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1980
Legal Domicile
MA
Principal Officer
CHRISTOPHER JEDREY
Phone
6173734453
Tax Period
2024-07-01 to 2025-06-30

THE NEW ENGLAND QUARTERLY C/O LORING WOLCOTT & COOLIDGE, founded in 1980, is a small nonprofit that reported $204K in total revenue in fiscal year 2024. The organization ran a surplus of $33K, a strong 16% operating margin.

Mission

THE ORGANIZATION'S MISSION IS TO ENCOURAGE THE STUDY OF NEW ENGLAND'S HISTORY AND CULTURE AND, THROUGH QUARTERLY PUBLICATION AND RELATED ACTIVITIES, TO ENLIGHTEN THE PUBLIC ABOUT THEIR SIGNIFICANCE AND DIVERSITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $64,352
Program Service Revenue $72,888
Investment Income $54,213
Other Revenue $12,075
TOTAL REVENUE $203,528

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $42
Program Expenses $150,058
Other Expenses $170,690
TOTAL EXPENSES $170,690

Year-over-Year Comparison

2024 2023 Change
Revenue $203,528 $208,419 0.0%
Expenses $170,690 $151,115 +0.1%
Net Income $32,838 $57,304 -0.4%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
12
Independent Members
12
Employees
N/A
Volunteers
12

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
2
$0
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AMORY LORING LOGAN DIRECTOR 0.50
Director
$0 $0 $0
CHRISTOPHER JEDREY PRESIDENT/SECRETARY 2.00
Officer Director
$0 $0 $0
DANIEL R COQUILLETTE DIRECTOR 0.50
Director
$0 $0 $0
KEN MINKEMA DIRECTOR 0.50
Director
$0 $0 $0
MARK PETERSON DIRECTOR 0.50
Director
$0 $0 $0
MEGAN MARSHALL DIRECTOR 0.50
Director
$0 $0 $0
MICHAEL YOGG DIRECTOR 0.50
Director
$0 $0 $0
RICHARD D BROWN DIRECTOR 0.50
Director
$0 $0 $0
SUSAN LIVELY DIRECTOR 0.50
Director
$0 $0 $0
TED WIDMER DIRECTOR 0.50
Director
$0 $0 $0
THOMAS PUTNAM DIRECTOR 0.50
Director
$0 $0 $0
THOMAS R APPLETON TREASURER 1.00
Officer Director
$0 $0 $0
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 $203,528 $170,690 $1,949,883 $32,838
2024 $208,419 $151,115 $1,764,189 $57,304
2023 $200,377 $183,430 $1,569,923 $16,947
2022 $191,919 $158,433 $1,431,961 $33,486
2021 $280,047 $162,364 $1,603,816 $117,683
2020 $182,295 $147,780 $1,223,310 $34,515
2019 $232,486 $153,928 $1,205,141 $78,558
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