Nonprofit · EIN 04-2640984
NEWTON HISTORICAL SOCIETY INC
Tax-exempt · NEWTON, MA 02458
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $595,862 | $520,365 | $75,497 | $3,649,207 | $40,822 | $3,608,385 |
| June 30, 2024 | 990 | $287,290 | $449,788 | -$162,498 | $3,222,501 | $45,962 | $3,176,539 |
| June 30, 2023 | 990 | $419,769 | $455,405 | -$35,636 | $3,064,834 | $37,871 | $3,026,963 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $421,119
- of which government grants
- $265,622
- Membership dues
- $29,870
- Program service revenue
- $53,874
- Investment income
- $106,475
- Net gain from sales of assets
- $60,593
- Net income from fundraising events
- $14,394
- Other revenue
- $14,394
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $243,811
- Salaries, compensation and benefits (total)
- $273,870
- Professional fundraising fees
- $0
- Accounting fees
- $34,237
- Occupancy
- $19,021
- Program services (functional)
- $346,293
- Management and general (functional)
- $60,121
- Fundraising (functional)
- $113,951
Balance sheet and other
- Total assets, start of year
- $3,222,501
- Total assets, end of year
- $3,649,207
- Total liabilities, end of year
- $40,822
- Net assets, end of year
- $3,608,385
- Publicly traded securities
- $1,907,196
- Net assets without donor restrictions
- $2,459,982
- Net assets with donor restrictions
- $1,148,403
- Gross receipts
- $596,468
- Employees
- 12
- Volunteers
- 140
- Year formed
- 1978
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BONNIE CLENDENNING | DIRECTOR Trustee or director | 2 | $0 |
| SUZANNE CUCCURULLO | PRESIDENT Trustee or director, Officer | 2 | $0 |
| PETER DIMOND | DIRECTOR Trustee or director | 2 | $0 |
| LAUREL FARNSWORTH | DIRECTOR Trustee or director | 2 | $0 |
| LAURA FITZMAURICE | DIRECTOR Trustee or director | 2 | $0 |
| SHAWNA GIGGEY-MASHAL | DIRECTOR Trustee or director | 2 | $0 |
| SUSAN HEYMAN | DIRECTOR Trustee or director | 2 | $0 |
| SARAH KISH | DIRECTOR Trustee or director | 2 | $0 |
| ELLEN KLAPPER | DIRECTOR Trustee or director | 2 | $0 |
| ANNE LARNER | DIRECTOR Trustee or director | 2 | $0 |
| STELLA LEE | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| ROGER LEHRBERG | NHS BOARD DI Trustee or director | 2 | $0 |
| DALIA LINSSEN | DIRECTOR Trustee or director | 2 | $0 |
| BROOKE LIPSITT | CLERK Trustee or director, Officer | 2 | $0 |
| LISONG LIU | DIRECTOR Trustee or director | 2 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIETTA MARCHITELLI | DIRECTOR Trustee or director | 2 | $0 |
| LOUIS MARCUS | DIRECTOR Trustee or director | 2 | $0 |
| FREDERICK MILLER | DIRECTOR Trustee or director | 2 | $0 |
| JOHN MORGANTI | TREASURER Trustee or director, Officer | 2 | $0 |
| JEAN NOTIS-MCCONARTY | DIRECTOR Trustee or director | 2 | $0 |
| LAURIE PALEPU | DIRECTOR Trustee or director | 2 | $0 |
| STEVE SNIDER | DIRECTOR Trustee or director | 2 | $0 |
| AMANDA STAUFFER-PARK | DIRECTOR Trustee or director | 2 | $0 |
| ROYSIN YOUNKIN | DIRECTOR Trustee or director | 2 | $0 |
| LISA DADY | EXECUTIVE DI Officer | 40 | $0 |
990 for the year ended June 30, 2024: 30 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BLAIR BAKER | DIRECTOR Trustee or director | 2 | $0 |
| JENNIFER BENTLEY | DIRECTOR Trustee or director | 2 | $0 |
| JAMES BRYANT | DIRECTOR Trustee or director | 2 | $0 |
| SUZANNE CUCCURULLO | PRESIDENT Trustee or director, Officer | 2 | $0 |
| PETER DIMOND | DIRECTOR Trustee or director | 2 | $0 |
| LAUREL FARNSWORTH | DIRECTOR Trustee or director | 2 | $0 |
| LAURA FITZMAURICE | DIRECTOR Trustee or director | 2 | $0 |
| C BERNARD FULP | DIRECTOR Trustee or director | 2 | $0 |
| SHAWNA GIGGEY-MASHAL | DIRECTOR Trustee or director | 2 | $0 |
| SUSAN HEYMAN | DIRECTOR Trustee or director | 2 | $0 |
| SARAH KISH | DIRECTOR Trustee or director | 2 | $0 |
| ELLEN KLAPPER | DIRECTOR Trustee or director | 2 | $0 |
| ANNE LARNER | DIRECTOR Trustee or director | 2 | $0 |
| STELLA LEE | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| ROGER LEHRBERG | DIRECTOR Trustee or director | 2 | $0 |
| DALIA LINSSEN | DIRECTOR Trustee or director | 2 | $0 |
| BROOKE LIPSITT | CLERK Trustee or director, Officer | 2 | $0 |
| LISONG LIU | DIRECTOR Trustee or director | 2 | $0 |
| IVAN MATVIAK | DIRECTOR Trustee or director | 2 | $0 |
| FREDERICK MILLER | DIRECTOR Trustee or director | 2 | $0 |
| JOHN MORGANTI | TREASURER Trustee or director, Officer | 2 | $0 |
| JEAN NOTIS-MCCONARTY | DIRECTOR Trustee or director | 2 | $0 |
| LAURIE PALEPU | DIRECTOR Trustee or director | 2 | $0 |
| SUSAN PALEY | DIRECTOR Trustee or director | 2 | $0 |
| STEVE SNIDER | DIRECTOR Trustee or director | 2 | $0 |
| AMANDA STAUFFER-PARK | DIRECTOR Trustee or director | 2 | $0 |
| PETER TERRIS | DIRECTOR Trustee or director | 2 | $0 |
| MARUTA VITOLS | DIRECTOR Trustee or director | 2 | $0 |
| SUZANNE WINTON | DIRECTOR Trustee or director | 2 | $0 |
| LISA DADY | EXECUTIVE DI Officer | 40 | $0 |
990 for the year ended June 30, 2023: 33 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BLAIR BAKER | DIRECTOR Trustee or director | 2 | $0 |
| JENNIFER BENTLEY | DIRECTOR Trustee or director | 2 | $0 |
| JAMES BRYANT | DIRECTOR Trustee or director | 2 | $0 |
| RAKASHI CHAND | TRUSTEE Trustee or director | 2 | $0 |
| SUZANNE CUCCURULLO | PRESIDENT Trustee or director, Officer | 2 | $0 |
| PETER DIMOND | DIRECTOR Trustee or director | 2 | $0 |
| LAUREL FARNSWORTH | DIRECTOR Trustee or director | 2 | $0 |
| RUSSEL FELDMAN | TRUSTEE Trustee or director | 2 | $0 |
| LAURA FITZMAURICE | DIRECTOR Trustee or director | 2 | $0 |
| C BERNARD FULP | DIRECTOR Trustee or director | 2 | $0 |
| SHAWNA GIGGEY-MASHAL | DIRECTOR Trustee or director | 2 | $0 |
| KAREN HAYWOOD | TRUSTEE Trustee or director | 2 | $0 |
| SUSAN HEYMAN | DIRECTOR Trustee or director | 2 | $0 |
| SARAH KISH | DIRECTOR Trustee or director | 2 | $0 |
| ELLEN KLAPPER | DIRECTOR Trustee or director | 2 | $0 |
| ANNE LARNER | DIRECTOR Trustee or director | 2 | $0 |
| STELLA LEE | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| ROGER LEHRBERG | DIRECTOR Trustee or director | 2 | $0 |
| DALIA LINSSEN | DIRECTOR Trustee or director | 2 | $0 |
| BROOKE LIPSITT | CLERK Trustee or director, Officer | 2 | $0 |
| LISONG LIU | DIRECTOR Trustee or director | 2 | $0 |
| MARIETTA MARCHITELLI | TRUSTEE Trustee or director | 2 | $0 |
| IVAN MATVIAK | DIRECTOR Trustee or director | 2 | $0 |
| FREDERICK MILLER | DIRECTOR Trustee or director | 2 | $0 |
| JOHN MORGANTI | TREASURER Trustee or director, Officer | 2 | $0 |
| JEAN NOTIS-MCCONARTY | DIRECTOR Trustee or director | 2 | $0 |
| LAURIE PALEPU | DIRECTOR Trustee or director | 2 | $0 |
| SUSAN PALEY | DIRECTOR Trustee or director | 2 | $0 |
| STEVE SNIDER | DIRECTOR Trustee or director | 2 | $0 |
| AMANDA STAUFFER-PARK | DIRECTOR Trustee or director | 2 | $0 |
| PETER TERRIS | DIRECTOR Trustee or director | 2 | $0 |
| SUZANNE WINTON | DIRECTOR Trustee or director | 2 | $0 |
| LISA DADY | EXECUTIVE DI Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 527 WASHINGTON ST, NEWTON, MA 02458-1433
- Principal officer (990 for 2024)
- LISA DADY, 527 WASHINGTON STREET, NEWTON, MA 02458
- Signed the 990
- LISA DADY, EXECUTIVE DIRECTOR
- Phone
- (617) 796-1450
- Website
- WWW.HISTORICNEWTON.ORG
- Return prepared by
- CAIN BOURRET JARRY & CRESSMAN LLC
Mission
HISTORIC NEWTON CONNECTS OUR COMMUNITY WITH ITS HISTORY IN ORDER TO ENRICH FUTURE GENERATIONS.
Program accomplishments
- HISTORIC NEWTON INSPIRES DISCOVERY AND ENGAGEMENT BY ILLUMINATING OUR COMMUNITY'S STORIES WITHIN THE CONTEXT OF AMERICAN HISTORY. THE ORGANIZATION CONDUCTS EDUCATIONAL PROGRAMS, HOSTS SPECIAL EVENTS, AND ENCOURAGES THE PUBLIC TO VISIT EXHIBITIONS AND ENGAGE WITH PUBLIC PROGRAMS. THE ORGANIZATION CARRIES OUT ITS MISSION USING THE 1809 JACKSON HOMESTEAD MUSEUM AND THE 1734 DURANT-KENRICK HOUSE AND GROUNDS.Expenses $346,293 · revenue $53,874
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2640984
- 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
- 1978
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,649,207
- Income (IRS master file)
- $596,468
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $595,862 | $520,365 | $3,649,207 | XML |
| 990 | June 2024 | $287,290 | $449,788 | $3,222,501 | IRS |
| 990 | June 2023 | $419,769 | $455,405 | $3,064,834 | XML |
| 990 | June 2022 | $645,331 | $388,572 | $2,994,871 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 04-2640984).
Questions about NEWTON HISTORICAL SOCIETY INC
- What is the EIN of NEWTON HISTORICAL SOCIETY INC?
- The employer identification number (EIN) of NEWTON HISTORICAL SOCIETY INC is 04-2640984.
- Is NEWTON HISTORICAL SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to NEWTON HISTORICAL SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NEWTON HISTORICAL SOCIETY INC 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 NEWTON HISTORICAL SOCIETY INC 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 NEWTON HISTORICAL SOCIETY INC 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 NEWTON HISTORICAL SOCIETY INC?
- The 990 for the year ended June 30, 2025 names LISA DADY.
- Who are the officers and directors of NEWTON HISTORICAL SOCIETY INC?
- The 990 for the year ended June 30, 2025 lists 25 people; 0 received compensation from the organization.
- How much revenue does NEWTON HISTORICAL SOCIETY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $595,862, expenses of $520,365 and total assets of $3,649,207 at year end.
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