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Old South Association In Boston

 310 Washington Street
 Boston, MA 02108
[P] (617) 482-6439
[F] (617) 482-9621
www.osmh.org
[email protected]
Emily Curran
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INCORPORATED: 1877
 Printable Profile (Summary / Full)
EIN 04-2104806

LAST UPDATED: 10/22/2015
Organization DBA Old South Meeting House
Former Names --
Organization received a competitive grant from the Boston Foundation in the past five years No

Summary

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Mission StatementMORE »

The mission of the Old South Association is to preserve the Old South Meeting House and its rich history as inspiring symbols of free speech and democratic ideals, to uphold its tradition as an active meeting place for the free exchange of ideas, and to be a place where people can connect the issues of the past with the issues of today.  This mission is achieved through the interpretation of the 1729 meeting house and its collections with educational programs, publications, and exhibitions and the continued use of the building as an active meeting place for a broad and diverse audience with a special commitment to people from the local area. The Old South Association is committed to preserving this National Historic Landmark and ensuring it is a haven for contemporary civic dialogue and free expression. 

 



 

Mission Statement

The mission of the Old South Association is to preserve the Old South Meeting House and its rich history as inspiring symbols of free speech and democratic ideals, to uphold its tradition as an active meeting place for the free exchange of ideas, and to be a place where people can connect the issues of the past with the issues of today.  This mission is achieved through the interpretation of the 1729 meeting house and its collections with educational programs, publications, and exhibitions and the continued use of the building as an active meeting place for a broad and diverse audience with a special commitment to people from the local area. The Old South Association is committed to preserving this National Historic Landmark and ensuring it is a haven for contemporary civic dialogue and free expression. 

 



 


FinancialsMORE »

Fiscal Year Jan 01, 2013 to Dec 31, 2013
Projected Income $725,000.00
Projected Expense $725,000.00

ProgramsMORE »

  • HISTORIC SITE AND EXHIBITS
  • PRESERVATION
  • PUBLIC PROGRAMS
  • SCHOOL AND TEACHER PROGRAMS

Revenue vs. Expense ($000s)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

Expense Breakdown 2011 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview

Mission Statement

The mission of the Old South Association is to preserve the Old South Meeting House and its rich history as inspiring symbols of free speech and democratic ideals, to uphold its tradition as an active meeting place for the free exchange of ideas, and to be a place where people can connect the issues of the past with the issues of today.  This mission is achieved through the interpretation of the 1729 meeting house and its collections with educational programs, publications, and exhibitions and the continued use of the building as an active meeting place for a broad and diverse audience with a special commitment to people from the local area. The Old South Association is committed to preserving this National Historic Landmark and ensuring it is a haven for contemporary civic dialogue and free expression. 

 



 


Background Statement

 

Located in the heart of downtown Boston, the Old South Meeting House is a busy museum, a treasured National Historic Landmark and an active center for civic dialogue and free expression. Old South Meeting House is committed to providing a high quality museum experience and cultural programs to a diverse audience of all ages, with a special commitment to serving local audiences. Programs and exhibits are rich in content, based on up-to-date historical research and use a range of innovative approaches and diverse viewpoints to expand participants’ knowledge, understanding and appreciation of American history and culture.

 The mission of the Old South Meeting House is rooted in its unique history. Since it was built in 1729, Old South has been a gathering place for debate, discussion, revolution and celebration. As the largest building in colonial Boston, Old South was the site for many mass meetings that challenged British rule in the days leading to the American Revolution – including protests of the Boston Massacre and the meetings that led to the Boston Tea Party. In 1876 the building was saved from demolition in the first successful preservation effort in New England and opened to the public as a museum and meeting place. During the 1920’s the Meeting House opened its doors to those not allowed to speak elsewhere. Since then, Old South has been a haven for free speech, committed to presenting topics and speakers regardless of their popularity or unpopularity. Our mission is to preserve this remarkable building and ensure that it is actively used as a museum and vital gathering place in the city of Boston.


 


Impact Statement

Top Accomplishments in 2013: 
1) Old South Meeting House was open to the public 360 days as a museum and gathering place, serving over 75,000 visitors of all ages.  In-depth, participatory school programs and teacher workshops reached over 10,000 teachers and students. Over 60 public programs, including lectures, debates, panel discussions, concerts and performances, explored both historical and contemporary issues and ideas. Programmatic collaborations were developed with 43 other organizations. 

2) Completed a $800,000+ project to preserve and restore the 1729 tower and steeple of Old South Meeting House and all windows.

3) Continued to work towards the goals of the Strategic Plan to achieve the vision of how to preserve Old South Meeting House as an active and relevant part of Boston’s past and present. 

 

Top Goals for 2014:

1)     Preserve and maintain Old South Meeting House consistent with the highest standards of historic preservation; begin a $996,000 capital project to preserve and restore the exterior.

2)     Provide upgraded capabilities to interpret the building and collections effectively for our audience and to support public programs and education.

3)     Increase visitation to Old South by establishing Old South as a “must see” destination site on Boston’s Freedom Trail; employing a range of targeted marketing techniques such as social media, traditional media, partnerships, signage and outdoor enticements; and enhancing visitors’ experiences through use of interpreters, regularly scheduled events, and an enhanced exhibit.


Needs Statement

 
  • Capital Masterplan: Develop a masterplan for capital improvements to interior elements which includes design, specifications, target dates for development and installation, costs and potential funding sources 
  • Exhibit: Engage an exhibit designer to explore the latest technology and exhibit approaches available to enhance the visitor’s experience of Old South Meeting House. 
  • Marketing Plan: Develop a plan including its funding requirements for current and future years designed to significantly increase visitation to Old South. 
  • System Upgrades for Program Purposes: Establish a planning initiative engaging a consultant to evaluate current sound and lighting systems and to make recommendations to transform systems and their operation to state of the art.

CEO Statement

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Board Chair Statement

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Geographic Area Served

INTERNATIONAL
GREATER BOSTON REGION, MA
STATEWIDE
City of Boston- Citywide (please select all areas as well)
The 

Organization Categories

  1. Arts,Culture & Humanities - Museums
  2. Education - Elementary & Secondary Schools
  3. Public & Societal Benefit -

Independent research has been conducted on this organization's theory of change or on the effectiveness of this organization's program(s)

No

Programs

HISTORIC SITE AND EXHIBITS

 It is an awe-inspiring experience for visitors to stand in Old South Meeting House where so much of America’s best known history has happened. As a nationally renowned site on Boston’s Freedom Trail, the Meeting House draws a diverse audience of all ages to exhibits that are designed to function on many levels using varied techniques to accommodate different abilities, learning styles and interests. Special events such as an Annual Open House are targeted to draw the local Boston audience to experience this important historic site within their own city.The permanent exhibit “Voices of Protest” explores Old South’s pivotal role in the American Revolution and as a defender of free speech and assembly. It has drawn critical acclaim andwas designed with Ralph Appelbaum Associates, designers of the renowned exhibits at the Holocaust Memorial Museum.It is complemented by an innovative audio exhibit “If these walls could speak…” that transports listeners back in time to vividly experience key events that took place at Old South.
Budget  $500,000
Category  Arts, Culture & Humanities, General/Other History & Historical Programs
Population Served US& International Families General/Unspecified
Program Short-Term Success  Visitors to Old South Meeting House will discover the history and significance of this 18th century National Historic Landmark. 
Program Long-Term Success  Visitors will gain appreciation for the history of democracy and dissent that took place at Old South Meeting House. 
Program Success Monitored By  Visitor surveys, observations and evaluations.
Examples of Program Success 
Positive experiences of visitors let us know the impact of their visits:
 

PRESERVATION

The Old South Meeting House itself is considered the primary artifact in the collection, and its management and preservation is central to the mission. In the years since completing a comprehensive multi-million preservation project in 1997, we have established a Preservation Endowment and continue to undertake important preservation projects. In 2011we completed a $100,000 restoration of Old South’s 1766 Tower Clock, which is the oldest American-made tower clock in theUnited States still in operation, and we have just completed a $200,000 project to install a historic Paul Revere bell into the steeple of the tower and connect it to the tower clock. We are currently planning for a major project in 2012 to restore the painting and woodwork of the Old South Meeting House, both inside and out, at approximately $1.9 million dollars. 

Budget  $1.9
Category  Arts, Culture & Humanities, General/Other Historic Preservation & Conservation
Population Served General/Unspecified
Program Short-Term Success  --
Program Long-Term Success  --
Program Success Monitored By  --
Examples of Program Success  --

PUBLIC PROGRAMS

Old South presentsa vibrant year-round schedule of public programs and performances for adults and inter-generational audiences, providing an array of opportunities for life-long learning and cultural enjoyment. These program draw a primarily local audience and use a range of approaches to meet different interests and modes of learning. Visitors can choose to take part in a panel discussion, lecture, concert, theatrical performance, participatory role-play or walking tour to explore American history and contemporary culture. Each year we present more than 100 public programs and events, many in the evenings.

Public programs explore a full spectrum of ideas with high caliber speakers and performers and bring new scholarship to a popular audience. Recent topics have included the future of the Boston Public Schools, the relationship of AIDS to issues of social justice and compelling historical issues such as what was “banned in Boston” by the notorious Watch and Ward Society and performances included an outstanding series of classical concerts by the top performers from New England Conservatoryand dramatic presentations by top-quality first-person reenactors.

Budget  $60,000
Category  Arts, Culture & Humanities, General/Other
Population Served General/Unspecified
Program Short-Term Success  --
Program Long-Term Success  --
Program Success Monitored By  --
Examples of Program Success  --

SCHOOL AND TEACHER PROGRAMS

Old South provides exceptional learning experiences for students and teachers that are well recognized and draw high levels of repeat attendance that attest to their quality. Programs are available throughout the year and served more than11,000 students and teachers each year, from single visits to on-going collaborations.Programs for students make history concrete and relevant with participatory age-appropriate activities that meet current learning standards and frameworks.A range of available programs and approaches ensure that we can effectively serve a broad audience with a variety of needs and abilities.The popular programTea Is Brewinguses a role play in which students take on the roles of patriots and loyalists and debate the 1773 tea tax where it all began. Participants have ranged from school children to Elderhostel groups, and included deaf students and Spanish-speaking students. Other interactive school programs includePhillis Wheatley, which introduces students to the life and poetry ofAmerica’s first Black author, a slave and member of Old South; andFrom Meeting Place to Resting Place, which reveals Colonial Boston’s community life by exploring Old South and Granary Burying Ground.
Budget  $80,000
Category  Education, General/Other Elementary & Secondary Education
Population Served K-12 (5-19 years)
Program Short-Term Success  --
Program Long-Term Success  --
Program Success Monitored By  --
Examples of Program Success  --

CEO/Executive Director/Board Comments

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Management


CEO/Executive Director Ms. Emily Curran
CEO Term Start Mar 1993
CEO Email [email protected]
CEO Experience Since 1993, Executive Director Emily Curran has led Old South Meeting House through dramatic changes, including a comprehensive preservation and expansion project, a new permanent exhibit, extensive collaborations, expanded programming and collaborations, establishing a preservation endowment, and recent major projects to restore the 1766 Tower Clock and install a Paul Revere Bell in the tower. She has a strong background in education and community partnerships, including 7 years of developing exhibits, programs and learning materials at The Children’s Museum in Boston, and holds an MS in Museum Leadership. She is able to work effectively with boards, staff, government agencies, non-profit organizations, sponsors and diverse constituencies to develop innovative educational programming, collaborative initiatives, museum exhibitions and major historic preservation and capital projects. 
Co-CEO --
Co-CEO Term Start --
Co-CEO Email --
Co-CEO Experience --

Former CEOs and Terms

Name Start End
Ms. Cynthia Stone 1984 1992

Senior Staff

Name Title Experience/Biography
-- -- --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --
Member of state association of nonprofits? Yes
Name of state association --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

The Old South Meeting House has forged strong collaborations with more than 40 organizations and groups to present public programs that help advance Old South’s mission and those of our partner organizations. 

CEO/Executive Director/Board Comments

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Foundation Comments

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Staff Information

Number of Full Time Staff 6
Number of Part Time Staff 10
Number of Volunteers 80
Number of Contract Staff 1
Staff Retention Rate % 83%

Staff Demographics

Ethnicity African American/Black: 1
Asian American/Pacific Islander: 1
Caucasian: 14
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 14
Male: 2
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? No
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 5
Management Succession Plan No
Business Continuity of Operations Plan No
Organization Policies And Procedures No
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
State Charitable Solicitations Permit Exempt
State Registration Exempt

Risk Management Provisions

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Reporting and Evaluations

Management Reports to Board? No
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Governance


Board Chair Mr. Gordon King
Board Chair Company Affiliation Suffolk University
Board Chair Term Apr 2012 - Apr 2013
Board Co-Chair Ms. Judith B. McDonough
Board Co-Chair Company Affiliation Retired Executive Director MA Historic Commission
Board Co-Chair Term Apr 2011 - Apr 2012

Board Members

Name Company Affiliations Status
Mr. Thomas R. Appleton Loring, Wolcott & Coolidge Voting
Mr. Benjamin Sternfield Baum Tufts University Voting
Ms. Margaret Burnham Northeastern University School of Law Voting
Mr. William (Buzz) G. Constable A.W. Perry Voting
Rev. James W. Crawford Old South Church Voting
Mr Robert Fleming City of Boston Trusts Voting
Ms. Susan Hollister National Park Service Voting
Mr. Jonathan Hyde Massachusetts Office of Travel & Tourism Voting
Prof. Patricia Johnston Salem State University Voting
Mr. Rudolph Kass Supreme Judicial Court Judiciary/Media Response Team --
Mr. Gordon King Suffolk University --
Mr. Jeff Makholm NERA Economic Consulting --
Ms. Beatrice Nessen ICON Architecture Voting
Ms. Beatrice Nessen Icon Architecture Voting
Mr. Byron Rushing State Representative Voting
Rev. Nancy S. Taylor Old South Church in Boston --
Mr. Brian Troy Brookline Bank Voting
Ms. Rosamond Vaule Community Volunteer Voting
Mr. Hiller Zobel Retired Voting

Constituent Board Members

Name Company Affiliations Status
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Youth Board Members

Name Company Affiliations Status
-- -- --

Advisory Board Members

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 2
Asian American/Pacific Islander: 0
Caucasian: 17
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 8
Male: 11
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 0
Board Meeting Attendance % 65%
Written Board Selection Criteria No
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 14%
Constituency Includes Client Representation No

Standing Committees

  • Audit
  • Executive
  • Finance
  • Nominating

CEO/Executive Director/Board Comments

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Foundation Comments

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Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

Expense Breakdown 2011 (%)

Fiscal Year Jan 01, 2013 to Dec 31, 2013
Projected Income $725,000.00
Projected Expense $725,000.00
Form 990s

2013 Form 990

2012 Form 990

2011 Form 990

2010 Form 990

2009 Form 990

2008 Form 990

Audit Documents

2013 Audited Financials

2012 Audited Financials

2011 Audited Financials

2010 Audited Financials

2009 Audited Financials

2008 Audited Financials

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2013 2012 2011
Total Revenue $687,877 $611,962 $807,652
Total Expenses $746,567 $721,158 $921,914

Prior Three Years Revenue Sources

Fiscal Year 2013 2012 2011
Foundation and
Corporation Contributions
-- $7,500 $17,500
Government Contributions $7,960 $9,840 $6,700
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $7,960 $9,840 $6,700
Individual Contributions $64,684 $33,967 $226,000
Indirect Public Support -- -- --
Earned Revenue $470,935 $471,541 $496,771
Investment Income, Net of Losses $144,298 $88,245 $60,681
Membership Dues -- -- --
Special Events -- $869 --
Revenue In-Kind -- -- --
Other -- -- --

Prior Three Years Expense Allocations

Fiscal Year 2013 2012 2011
Program Expense $710,140 $689,827 $886,336
Administration Expense $35,232 $28,569 $34,030
Fundraising Expense $1,195 $2,762 $1,548
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 0.92 0.85 0.88
Program Expense/Total Expenses 95% 96% 96%
Fundraising Expense/Contributed Revenue 2% 5% 1%

Prior Three Years Assets and Liabilities

Fiscal Year 2013 2012 2011
Total Assets $5,526,460 $5,372,281 $5,362,329
Current Assets $161,139 $145,279 $173,803
Long-Term Liabilities $0 $0 $18,167
Current Liabilities $42,298 $52,119 $39,919
Total Net Assets $5,484,162 $5,320,162 $5,304,243

Prior Three Years Top Three Funding Sources

Fiscal Year 2013 2012 2011
1st (Source and Amount) -- --
-- --
-- --
2nd (Source and Amount) -- --
-- --
-- --
3rd (Source and Amount) -- --
-- --
-- --

Financial Planning

Endowment Value $1,900,000.00
Spending Policy Percentage
Percentage(If selected) --
Credit Line No
Reserve Fund Yes
How many months does reserve cover? --

Capital Campaign

Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

Short Term Solvency

Fiscal Year 2013 2012 2011
Current Ratio: Current Assets/Current Liabilities 3.81 2.79 4.35

Long Term Solvency

Fiscal Year 2013 2012 2011
Long-term Liabilities/Total Assets 0% 0% 0%

CEO/Executive Director/Board Comments

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Foundation Comments

Previous fiscal period information was obtained from Form 990.  Contributions from foundations and corporations are listed under individuals when the breakout was not available.

Documents


Other Documents

No Other Documents currently available.

Impact

The Impact tab is a section on the Giving Common added in October 2013; as such the majority of nonprofits have not yet had the chance to complete this voluntary section. The purpose of the Impact section is to ask five deceptively simple questions that require reflection and promote communication about what really matters – results. The goal is to encourage strategic thinking about how a nonprofit will achieve its goals. The following Impact questions are being completed by nonprofits slowly, thoughtfully and at the right time for their respective organizations to ensure the most accurate information possible.


1. What is your organization aiming to accomplish?

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2. What are your strategies for making this happen?

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3. What are your organization’s capabilities for doing this?

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4. How will your organization know if you are making progress?

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5. What have and haven’t you accomplished so far?

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