Nonprofit · EIN 04-2259628
NORTH ANDOVER HISTORICAL SOCIETY
Tax-exempt · NORTH ANDOVER, MA 01845
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $541,237 | $617,558 | -$76,321 | $5,033,306 | $21,631 | $5,011,675 |
| December 31, 2023 | 990 | $457,978 | $595,428 | -$137,450 | $4,823,629 | $26,111 | $4,797,518 |
| December 31, 2022 | 990 | $312,939 | $484,394 | -$171,455 | $4,782,283 | $20,021 | $4,762,262 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $360,813
- Program service revenue
- $33,543
- Investment income
- $135,837
- Net rental income
- $11,044
- Net gain from sales of assets
- $67,598
- Other revenue
- $11,044
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $138,662
- Salaries, compensation and benefits (total)
- $158,480
- Professional fundraising fees
- $33,031
- Accounting fees
- $22,711
- Occupancy
- $45,273
- Depreciation
- $111,627
- Program services (functional)
- $429,584
- Management and general (functional)
- $119,220
- Fundraising (functional)
- $68,754
Balance sheet and other
- Total assets, start of year
- $4,823,629
- Total assets, end of year
- $5,033,306
- Total liabilities, end of year
- $21,631
- Net assets, end of year
- $5,011,675
- Land, buildings and equipment
- $1,253,940
- Publicly traded securities
- $2,941,885
- Net assets without donor restrictions
- $4,628,338
- Net assets with donor restrictions
- $383,337
- Gross receipts
- $595,516
- Employees
- 4
- Volunteers
- 25
- Year formed
- 1933
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Joanna Collantine Kerr | Executive Director Officer | 40 | $84,725 | $1,541 |
| Stan Limpert | Trustee Trustee or director | 2 | $0 | $0 |
| Therese Leone | Trustee Trustee or director | 2 | $0 | $0 |
| James Worden | Trustee Trustee or director | 2 | $0 | $0 |
| Stuart Peskoe | Trustee Trustee or director | 2 | $0 | $0 |
| Kyle Scandore | Trustee Trustee or director | 2 | $0 | $0 |
| Mark Pelletier | Trustee Trustee or director | 2 | $0 | $0 |
| Leah Piantedosi | Trustee Trustee or director | 2 | $0 | $0 |
| David Kres | President Officer | 5 | $0 | $0 |
| Mark Svendsen | Treasurer Officer | 5 | $0 | $0 |
| Tracy Wakeman | Secretary Officer | 4 | $0 | $0 |
| Michael Lenihan | Vice President Officer | 4 | $0 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHEILA HOFFMAN | EXECUTIVE DIRECTOR Officer | 50 | $56,268 |
| STAN LIMPERT | BOARD PRESIDENT Trustee or director, Officer | 10 | $0 |
| ALEXANDER LOTH | 1ST VICE PRESIDENT Trustee or director, Officer | 4 | $0 |
| MARK SVENDSEN | 2ND VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| SUSAN HALTMAIER | TREASURER Trustee or director, Officer | 6 | $0 |
| TRACY WAKEMAN | SECRETARY Trustee or director, Officer | 1 | $0 |
| MARION DONAHUE | DIRECTOR Trustee or director | 1 | $0 |
| DAVID KRES | DIRECTOR Trustee or director | 1 | $0 |
| JAMES WORDEN | DIRECTOR Trustee or director | 6 | $0 |
| STUART PESCOE | DIRECTOR Trustee or director | 1 | $0 |
| DEEPAK NAGARAGAN | DIRECTOR Trustee or director | 1 | $0 |
| ANDY VAN HORN | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2022: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRIAN HOWARD | EXECUTIVE DIRECTOR Officer | 50 | $75,635 | $346 |
| DIANE HUSTER | BOARD PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| ALEXANDER LOTH | 1ST VICE PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| MARK SVENDSEN | 2ND VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| SUSAN HALTMAIER | TREASURER Trustee or director, Officer | 6 | $0 | $0 |
| TRACY WAKEMAN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MARION DONAHUE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KARA KAUFMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID KRES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSEPH LAGRASSE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS MCVEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ASHLEY VAILLENCOURT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMES WORDEN | DIRECTOR Trustee or director | 10 | $0 | $0 |
| STAN LIMPERT | BOARD PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| STUART PESCOE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NATHAN WEINREICH | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 153 ACADEMY RD, NORTH ANDOVER, MA 01845-4037
- Principal officer (990 for 2024)
- Mark Svendsen, 800 Massachuetts Ave, North Andover, MA 01845
- Signed the 990
- Mark Svendsen, Treasurer
- Phone
- (978) 686-4035
- Return prepared by
- LCW CPAs
Mission
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 the reflects the region's identity, excited the imagination, and promotes a sustainable society. With its roots as a history-focused educational institution, the society has been, and remains, an active and vibrant center of activity for those who class North Andover and the Greater Merrimack Valley home
Program accomplishments
- 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 out history discovery room. In our venture of saving the textile history museum in Lowell, we have expanded our audience into Lowell and Lawrence.Expenses $429,584 · revenue $44,587
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2259628
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82Z)
- Assets (IRS master file)
- $5,033,306
- Income (IRS master file)
- $595,516
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $541,237 | $617,558 | $5,033,306 | XML |
| 990 | December 2023 | $457,978 | $595,428 | $4,823,629 | XML |
| 990 | December 2022 | $312,939 | $484,394 | $4,782,283 | XML |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 04-2259628).
Questions about NORTH ANDOVER HISTORICAL SOCIETY
- What is the EIN of NORTH ANDOVER HISTORICAL SOCIETY?
- The employer identification number (EIN) of NORTH ANDOVER HISTORICAL SOCIETY is 04-2259628.
- Is NORTH ANDOVER HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to NORTH ANDOVER HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NORTH 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 NORTH ANDOVER HISTORICAL SOCIETY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORTH ANDOVER HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NORTH ANDOVER HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2024 names Mark Svendsen.
- Who are the officers and directors of NORTH ANDOVER HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2024 lists 12 people; 1 received compensation from the organization, the highest $84,725 (Joanna Collantine Kerr, Executive Director).
- How much revenue does NORTH ANDOVER HISTORICAL SOCIETY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $541,237, expenses of $617,558 and total assets of $5,033,306 at year end.
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- NORTH ANDOVER COMMUNITY ACCESS AND MEDIA INC EIN 20-0628638 · last filed 990 for 2024
- INSTITUTE FOR INDUSTRIAL ART AND HISTORY EIN 81-1038569 · last filed 990-N for 2025
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- ANDOVERHOUSEINC EIN 82-4239886 · last filed 990-N for 2024
- FRIENDS OF THE 1836 MEETING HOUSE OF NORTH ANDOVER INC EIN 84-1863834 · last filed 990-N for 2024
- TRANSPOSED MUSIC THERAPY INC EIN 99-3884386 · last filed 990-N for 2024
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All nonprofits in NORTH ANDOVER · Massachusetts · Arts, culture and humanities