Nonprofit · EIN 04-3567661
NEW ENGLAND REGIONAL GENEOLOGICAL CONFERENCE
Also known as THOMAS HOWARD PRES
Tax-exempt · UPTON, MA 01568
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-EZ | $108,260 | $125,547 | -$17,287 | $22,377 | $0 | $22,377 |
| June 30, 2025 | 990-EZ | $39,050 | $13,669 | $25,381 | $39,664 | $0 | $39,664 |
| June 30, 2024 | 990-EZ | $4,771 | $8,054 | -$3,283 | $14,283 | $0 | $14,283 |
| June 30, 2023 | 990 | $165,468 | $151,077 | $14,391 | $17,567 | $0 | $17,567 |
Financial details: 990-EZ for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $151
- Membership dues
- $250
- Program service revenue
- $106,438
- Investment income
- $1,421
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $25,623
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Printing, publications and postage
- $3,324
- Other expenses
- $96,600
- Program services (functional)
- $95,908
Balance sheet and other
- Total assets, start of year
- $39,664
- Total assets, end of year
- $22,377
- Total liabilities, end of year
- $0
- Net assets, end of year
- $22,377
- Cash, savings and investments
- $22,377
- Gross receipts
- $108,260
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-EZ for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Seema Kenney | President | 5 | $0 |
| Lorraine Roberts | Vice President | 5 | $0 |
| Jennifer Smith | Treasurer | 5 | $0 |
| Kathryn Black | Assistant Treasurer | 5 | $0 |
| Jo Zurwell | Secretary | 5 | $0 |
| Sara Campbell | Director | 5 | $0 |
| Sandy Duffy | Director | 5 | $0 |
| Jonathan Stevens | Director | 5 | $0 |
990-EZ for the year ended June 30, 2025: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Seema Kenney | President | 5 | $0 |
| Lorraine Roberts | Vice President | 5 | $0 |
| Lois Lopatin | Treasurer | 5 | $0 |
| Kathryn Black | Assistant Treasurer | 5 | $0 |
| Jo Zurwell | Secretary | 5 | $0 |
| Sara Campbell | Director | 5 | $0 |
| Sandy Duffy | Director | 5 | $0 |
| Jonathan Stevens | Director | 5 | $0 |
990-EZ for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Judy Izenberg | Director | 5 | $0 |
| Jonathan Stevens | Director | 5 | $0 |
| Sara Campbell | Director | 5 | $0 |
| Seema Kenney | President | 5 | $0 |
| Julie Szczepankiewicz | Vice President | 5 | $0 |
| Dorothy Deragon | Secretary | 5 | $0 |
| Lois Lopatin | Treasurer | 5 | $0 |
| Kathryn Black | Assistant Treasurer | 5 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Judy Izenberg | Director Trustee or director | 5 | $0 |
| Jonathan Stevens | Director Trustee or director | 5 | $0 |
| Sara Campbell | Director Trustee or director | 5 | $0 |
| Seema Kenney | President Officer | 5 | $0 |
| Julie Szczepankiewicz | Vice President Officer | 5 | $0 |
| Dorothy Deragon | Secretary Officer | 5 | $0 |
| Lois Lopatin | Treasurer Officer | 5 | $0 |
| Kathryn Black | Assistant Treasurer Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 4 SADLER RD, UPTON, MA 01568-1424
- In care of
- % PUALINE CUSSON
- Signed the 990-EZ
- Jennifer Smith, Treasurer
- Phone
- (508) 529-3197
- Website
- www.nergc.org
Mission
Plan and organize a genealogical conference biennially on the odd-numbered year in the New England Region. Conference is fee-based and open to the public. It is a 4-day conference of educational presentations and venue for Exhibitors of genealogical products.
Program accomplishments
- Held Fall 2025 Conference October 29 - November 1, 2025 with approximately 500 attendeesExpenses $95,908 · grants $25,623
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 | 990-EZ on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 04-3567661
- 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
- 2009
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A80)
- Assets (IRS master file)
- $22,377
- Income (IRS master file)
- $108,260
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2026 | $108,260 | $125,547 | $22,377 | XML |
| 990-EZ | June 2025 | $39,050 | $13,669 | $39,664 | XML |
| 990-EZ | June 2024 | $4,771 | $8,054 | $14,283 | XML |
| 990 | June 2023 | $165,468 | $151,077 | $17,567 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 04-3567661).
Questions about NEW ENGLAND REGIONAL GENEOLOGICAL CONFERENCE
- What is the EIN of NEW ENGLAND REGIONAL GENEOLOGICAL CONFERENCE?
- The employer identification number (EIN) of NEW ENGLAND REGIONAL GENEOLOGICAL CONFERENCE is 04-3567661.
- Is NEW ENGLAND REGIONAL GENEOLOGICAL CONFERENCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to NEW ENGLAND REGIONAL GENEOLOGICAL CONFERENCE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NEW ENGLAND REGIONAL GENEOLOGICAL CONFERENCE 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 NEW ENGLAND REGIONAL GENEOLOGICAL CONFERENCE due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEW ENGLAND REGIONAL GENEOLOGICAL CONFERENCE last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2026.
- Who are the officers and directors of NEW ENGLAND REGIONAL GENEOLOGICAL CONFERENCE?
- The 990-EZ for the year ended June 30, 2026 lists 8 people; 0 received compensation from the organization.
- How much revenue does NEW ENGLAND REGIONAL GENEOLOGICAL CONFERENCE have?
- On its 990-EZ for the year ended June 30, 2026 it reported revenue of $108,260, expenses of $125,547 and total assets of $22,377 at year end.
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