Share |
Organization DBA Historic New England
Former Names --
Organization received a competitive grant from the Boston Foundation in the past five years No

Summary

--

Mission StatementMORE »

Historic New England is a museum of cultural history which collects and preserves buildings, landscapes, and objects dating from the seventeenth century to the present and uses them to keep history alive and to help people develop a deeper understanding and enjoyment of New England life and appreciation for its preservation.

Mission Statement

Historic New England is a museum of cultural history which collects and preserves buildings, landscapes, and objects dating from the seventeenth century to the present and uses them to keep history alive and to help people develop a deeper understanding and enjoyment of New England life and appreciation for its preservation.

FinancialsMORE »

Fiscal Year Apr 01, 2014 to Mar 31, 2015
Projected Income $12,708,930.00
Projected Expense $12,708,930.00

ProgramsMORE »

  • Collections
  • Education Programs
  • Gardens and Landscapes
  • Historic Properties and Museums
  • Library and Archives

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

Historic New England is a museum of cultural history which collects and preserves buildings, landscapes, and objects dating from the seventeenth century to the present and uses them to keep history alive and to help people develop a deeper understanding and enjoyment of New England life and appreciation for its preservation.

Background Statement

In 1910, William Sumner Appleton founded Historic New England and became the country’s first professional preservationist. Today, Appleton’s brainchild has grown into the nation’s largest and most comprehensive regional heritage organization, and a leader in sharing its resources throughout New England, across the country, and around the globe.

Historic New England protects and shares 36 historic sites across 5 states, ranging from the c. 1664 Jackson House, the oldest surviving home in New Hampshire, to the former Massachusetts home of Bauhaus founder Walter Gropius, built in 1938.

Through its unparalleled collection of great estates, modest homes, working farms, and beautiful gardens, Historic New England tells the stories of daily life – of sea captains and merchants whose grand mansions showcased their wealth; of farmers who toiled in their own fields or as tenants; of 19th-century immigrants who worked in the homes of the wealthy; and of the 20th-century architects, designers, and collectors who defined New England style.

Historic New England’s buildings and landscapes are complemented by the largest collection of New England decorative arts and artifacts in the nation. More than 110,000 objects represent both the necessities and luxuries of life. Remarkable for their documentation and provenance, nearly half of these objects remain in their original context – the homes of their original owners. The collections at the historic sites are matched by an extensive study collection of furniture and decorative arts accessible to the public.

The Library and Archives houses an outstanding collection of one million items documenting the region’s architectural and cultural history. From photographs and engravings, to architectural drawings, manuscripts, and ephemera, it is a premier resource for authors, history and decorative arts enthusiasts, and architectural historians.

Preserving and presenting its historic sites and collections have been a focus of Historic New England’s work since its inception. It has always been equally important to share expertise. Continuing Appleton’s legacy of counseling other property owners in their preservation efforts, Historic New England operates the Stewardship Program, one of the country’s earliest and most comprehensive preservation easement programs. The program provides private property owners with a practice, permanent way to ensure the preservation of historic buildings and landscapes while keeping them in active use.


Impact Statement

Thirty-six museum properties are on track to achieve record visitation last year and are set to break records again this year. The opening of a visitor center at Sarah Orne Jewett House in South Berwick, Maine, created a new exhibition space, and allows us to present tours and programs for visitors all year long. Quincy House in Quincy, Mass, underwent an extensive interior restoration and a major roof restoration at Roseland Cottage in Woodstock, CT, was completed.

Our collection services team tackled major projects this year, completing the cataloging and digitization of the renowned Waterhouse Archive of Historic Wallpapers.  Work also began on an extensive, two-year Collections Care Project to improve storage facilities in Haverhill, Mass.

Historic New England’s school and youth programs have set a participation record each year of their existence, and 2014 was no different.  Through programs at our museum properties and in communities throughout New England, we are on track to surpass last year’s record of nearly 46,000 young people served.

Current priorities include increasing funding for the Collections and Conservation Fund and the Preservation Services Fund, increasing outreach and visibility for our educational programs, and engaging new visitors and current members.


Needs Statement

In an era of standardized testing and diminished arts funding, our education programs are more relevant than ever. Our programs bring history to life in innovative, multi-disciplinary, and fun ways to 42,000 students annually. $280,000.
 
Historic New England seeks to deliver affordable and relevant education programs to all students regardless of socioeconomic background. While we continue to offer programs to the most disadvantaged and under-served students in Boston-area communities, we seek $35,124 to provide subsidized transportation for participating schools.
 
The Spencer-Peirce-Little Farm in Newbury, MA received a grant from the Massachusetts Cultural Facilities Fund to help address the drainage challenge at the site and mitigate water damage. We must raise matching funds of $144,000.
 
Restoring the roof at Roseland Cottage in Woodstock, CT is critical to mitigating water damage and to continue preserving this 1846 National Historic Landmark and one of the finest and most complete examples of Gothic Revival architecture in America. $310,000
 
Historic New England's collection includes 110,000 objects and 1.2 million archival materials. We seek to fully digitize our collection and make them available and searchable for a global audience online. $600,000 

CEO Statement

Commitment, passion, and dedication to an idea can make a difference in a changing world. This is the lesson we learned from William Sumner Appleton who founded Historic New England in 1910. His dedication to preserving New England buildings and collections, and the ongoing commitment to his vision by thousands of members, donors, volunteers, staff, and trustees, has played a leadership role in protecting the region’s cultural heritage.

Today, when technology is revolutionizing every aspect of global life, some question whether the concept of preserving historic houses, landscapes, antiques and archival materials still has value to society. Is this an antiquarian’s hobby that has little meaning to the average citizen, a collector’s devotion that is not understood by others? To answer, one only needs to observe people on tour who experienced an ‘aha moment’ of understanding something about a historic house, or visitors to the library who discover early photos of their own communities or even their houses. Americans are passionate about history, especially when it can be connected to personal experience.

In our increasingly diverse and transient society, history, historic preservation, collections and museums provide connections to the past that help us all understand the present and prepare for the future. Appleton’s vision of an organization that would preserve places and objects that exemplify New England heritage continues to thrive. Everyday we are reminded that what is modern today will be antique tomorrow, and we are obliged to continue to save and share the evidence of the past that is at the heart of all of the work of Historic New England.


Board Chair Statement

--

Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
Berkshires Region
Cape and Islands Region
Central Massachusetts Region
Greater Boston Region-All Neighborhoods
Massachusetts-All Regions

Connecticut, Maine, Massachusetts, New Hampshire, New York, Rhode Island, Vermont and nationally through traveling exhibits, publications and online content, and membership.

Organization Categories

  1. Arts,Culture & Humanities - Historical Societies & Historic Preservation
  2. Education - Elementary & Secondary Schools
  3. Arts,Culture & Humanities - History Museums

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

No

Programs

Collections

Historic New England has the largest assemblage of New England art and artifacts in the country, an extraordinarily broad collection of more than 110,000 objects of historical and aesthetic significance represents the region’s heritage. The collection of New England objects, many presented in their original settings, offers study and understanding of the people who possessed them. These objects represent the changes in attitudes, customs, habits, and beliefs, and of the region’s place in the world at large.
 
The collections at the historic sites are matched by an extensive study collection of furniture and decorative arts accessible to researchers, collectors, and scholars. The objects in Historic New England’s collection are also accessible to the public through our dynamic traveling exhibitions.
Budget  $1,531,508.00
Category  Arts, Culture & Humanities, General/Other Historic Preservation & Conservation
Population Served Families Children and Youth (0 - 19 years) Adults
Program Short-Term Success  --
Program Long-Term Success  --
Program Success Monitored By  --
Examples of Program Success  --

Education Programs

Historic New strives to deliver affordable and relevant educational programs and raise each child’s awareness of the huge contribution that history and the built environment make to our quality of life. Our award-winning programs, which reach 42,000 New England schoolchildren annually across socioeconomic strata, offer innovative and interdisciplinary experiences.
 
Historic New England’s education programs nurture the development of an educated citizenry empowered to make decisions based on conviction, understanding, and information. Interdisciplinary programming encourages critical thinking skills and supports a variety of entry points and learning styles. Students discover the link between academic studies and community, between learning and applying knowledge. We demonstrate to young audiences that museums are exciting places where exploration and interactivity are the norm, and that history and the arts are enjoyable activities to include in their lives, today and for the future.
Budget  $933,133.00
Category  Arts, Culture & Humanities, General/Other Museum Education
Population Served Children and Youth (0 - 19 years) Families General/Unspecified
Program Short-Term Success  --
Program Long-Term Success  --
Program Success Monitored By  --
Examples of Program Success  --

Gardens and Landscapes

Historic New England’s collection of landscapes includes period gardens ranging from the 18th through the mid-20 century, cottage gardens, formal landscapes from the Victorian and Colonial Revival eras, and acres of historic farmland. The Lyman Estate Greenhouses in Waltham, MA are among the oldest surviving greenhouses in the United States. The complex of 4 greenhouses consists of an 1804 grape house, 1820 camellia house, 1840 orchid house, and a 1930 greenhouse specializing in orchids, exotic house plants, citrus fruits, camellias, and herbs.

Other notable gardens and landscapes from our properties include the recently restored Arts and Crafts Movement-style garden at Beauport, Sleeper-McCann House in Gloucester, MA, the historic ha-ha wall at Codman Estate in Lincoln, MA, and the 230-acre farmland at Spencer-Peirce-Little Farm in Newbury, MA that is also a foster farm for the Massachusetts Society for the Prevention of Cruelty to Animals.
Budget  $249,286.00
Category  Arts, Culture & Humanities, General/Other Historic Preservation & Conservation
Population Served Families Adults Children and Youth (0 - 19 years)
Program Short-Term Success  --
Program Long-Term Success  --
Program Success Monitored By  --
Examples of Program Success  --

Historic Properties and Museums

With the most comprehensive collection of properties in New England, the public experiences the region’s unique stories through thirty-six house museums and landscapes representing four centuries of architectural styles in five states. For its collection of historic houses, Historic New England has developed a philosophy of preserving the original fabric, the authentic appearance, the actual artifacts, and all related documentation to tell a more complete history. The properties range from the c. 1664 Jackson House, the oldest surviving home in New Hampshire, to the former Massachusetts home of Bauhaus founder Walter Gropius, built in 1938. Each year, more than 160,000 visitors and school children tour these sites and enjoy a variety of educational programs and special events. On our properties, visitors explore the modest dwellings of the first colonists, the mansions of wealthy merchants, the homes of passionate collectors, and working historic farms.
Budget  $6,545,902.00
Category  Arts, Culture & Humanities, General/Other Museums
Population Served Children and Youth (0 - 19 years) Adults Families
Program Short-Term Success  --
Program Long-Term Success  --
Program Success Monitored By  --
Examples of Program Success  --

Library and Archives

Photographs, prints and engravings, architectural drawings, books, manuscripts, and ephemera in the Library and Archives represent the region’s architectural and cultural history. The 1.2 million archival materials are a premier resource for researchers and history lovers alike. The Library and Archives has a wealth of materials, including 450,000 photographs and negatives, 30,000 architectural drawings and related material, 35,000 items of ephemera, 12,000 books, and 1,500 linear feet of manuscripts, family papers, and account books.

The Collections Access is an online database that features Historic New England’s immense collections of archival materials, as well as museum artifacts, in a single resource available on Historic New England’s website, HistoricNewEngland.org.
Budget  $579,403.00
Category  Arts, Culture & Humanities, General/Other Museum Acquisitions
Population Served Adults
Program Short-Term Success  --
Program Long-Term Success  --
Program Success Monitored By  --
Examples of Program Success  --

CEO/Executive Director/Board Comments

--

Management


CEO/Executive Director Mr. Carl R. Nold
CEO Term Start Apr 2003
CEO Email [email protected]
CEO Experience Carl R. Nold, President and CEO, was appointed President and CEO of Historic New England in April 2003. Prior to joining Historic New England, Mr. Nold served as director of Mackinac State Historic Parks in Michigan, director of The State Museum of Pennsylvania, director/curator of Gadsby’s Tavern Museum in Alexandria, Virginia, and registrar/grants officer of the New York State Historical Association and its Farmers’ Museum in Cooperstown. After serving four years on the board of directors of the American Association of Museums (AAM), he was elected vice chairman of that board in 2007, and chairman for 2008-2010, and continues to serve on the board as immediate past chairman. Mr. Nold is a member of DEM HIST, the international committee on historic house museums of ICOM, the International Council of Museums. He is past chairman of US-ICOM, a designator of the Henderson Fund for the City of Boston, an elected life member of the Colonial Society of Massachusetts, an elected fellow of the Massachusetts Historical Society, past president of the Association of Midwest Museums, and past secretary of the Michigan Museums Association.
Co-CEO --
Co-CEO Term Start --
Co-CEO Email --
Co-CEO Experience --

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
Peter Gittleman Team Leader for Visitor Experience Peter Gittleman is content expert on interpretation, site management, visitor experience, and audience development for Historic New England. A member of the Historic New England staff since 1986, he has served as a museum teacher, school program developer, project manager, and overseer of the tour experience at Historic New England’s thirty-six historic properties. He has helped develop the organization’s school programs, which have experienced dramatic growth in school and youth audiences, received exemplary recognition from federal funding agency reviewers, and are identified as outstanding models for historical organizations nationwide by the American Association of State and Local History and others. He holds a bachelor of arts from Tufts University and a master of arts in preservation studies from Boston University.
Benjamin Haavik Team Leader for Property Care Benjamin Haavik is responsible for the maintenance and preservation of Historic New England's thirty-six historic house museums and landscapes. Prior to joining Historic New England in 2004, Mr. Haavik was deputy director of the Historic House Trust of New York City where he cared for twenty-four historic sites throughout the five boroughs of New York City. Mr. Haavik started his career at the Fairmount Park Historic Preservation Trust in Philadelphia, Pennsylvania, after receiving his MS in Historic Preservation from the University of Pennsylvania. In 2004, Mr. Haavik was a participant in the Attingham Summer School Program in England.
Julie Solz Team Leader for Collection Services Julie Solz coordinates the work of the collections management, conservation, curatorial, and library and archives teams. Prior to joining Historic New England in 2001 she worked as a registrar, collection manager, and conservator for museums in New England; Washington, D.C.; and Philadelphia, Pennsylvania. Ms. Solz holds an M.S. in Art Conservation from the Winterthur/University of Delaware Program in Art Conservation and a B.A. in Art History from the University of New Hampshire. In 2000, Ms. Solz was a participant in the Attingham Summer School Program in England.
Kimberlea Tracey Vice President for Advancement Kimberlea Tracey works closely with the Historic New England Board of Trustees, development committee, and senior management team implementing the organization's development program, including major gifts, membership, grants, annual fund, planned giving, corporate sponsorship, and an annual special event. Prior work includes thirteen years at the U.S. Fund for UNICEF, most recently as the managing director for major gifts at their headquarters in New York City and director of alumni relations at The Carroll School in Lincoln, Massachusetts. Miss Tracey is on the board of visitors at Pine Manor College in Chestnut Hill, Massachusetts, and the board of managers of The Vincent Club in Boston, Massachusetts. She has volunteered at numerous cultural and historical institutions in Boston including the Museum of Fine Arts, Boston; Trinity Church, Boston; and Literacy Volunteers of Massachusetts.
Diane Viera Executive Vice President/COO Diane Viera joined Historic New England in 1995 as the organization’s first marketing director, and has since served in several positions of increasing responsibility. As executive vice president and chief operating officer, she is champion of Historic New England’s strategic agenda. Ms. Viera directs and reviews research in management systems, audiences and organizational needs assessment, program evaluation, and staffing; and advises on policy issues and program accomplishments. She also manages the external affairs group, comprising the visitor experience team, community engagement, e-communication, exhibitions management, function rentals, information technology, marketing, public relations, and publications. Ms. Viera has more than twenty-five years of communication and management experience. Prior to joining Historic New England, she worked in corporate communications for FM Global, public relations for the AD/COM agency, and as a reporter in New Haven, Connecticut. Ms. Viera holds a bachelor of arts degree in journalism and communications from the University of Bridgeport.

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --
Member of state association of nonprofits? No
Name of state association --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

--

CEO/Executive Director/Board Comments

--

Foundation Comments

--

Staff Information

Number of Full Time Staff 80
Number of Part Time Staff 142
Number of Volunteers 428
Number of Contract Staff 95
Staff Retention Rate % 89%

Staff Demographics

Ethnicity African American/Black: 2
Asian American/Pacific Islander: 0
Caucasian: 260
Hispanic/Latino: 4
Native American/American Indian: 0
Other: 1
Other (if specified): multiple ethnicities
Gender Female: 197
Male: 69
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Under Development
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 5
Management Succession Plan --
Business Continuity of Operations Plan --
Organization Policies And Procedures Yes
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy --
Directors and Officers Insurance Policy --
State Charitable Solicitations Permit --
State Registration --

Risk Management Provisions

--

Reporting and Evaluations

Management Reports to Board? Yes
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. Roger T. Servison
Board Chair Company Affiliation Fidelity Investments
Board Chair Term June 2011 -
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Theodore Alfond Trustee Voting
Deborah L. Allinson Trustee Voting
Nancy J. Barnard Trustee Voting
Joan M. Berndt Community Volunteer Voting
Maureen Fennessy Bousa Second Vice-Chair Voting
Jon-Paul Couture Architect Voting
Theodore C. Landsmark Trustee Voting
David A. Martland Attorney Voting
Sandra O. Massey Community Volunteer Exofficio
F. Warren McFarlan Trustee Voting
Carl R. Nold President and CEO Voting
Randy J. Parker Trustee Voting
Roger T. Servison Chairman of the Board Voting
Sylvia Q. Simmons Trustee Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

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: 12
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 6
Male: 8
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % --
Written Board Selection Criteria Under Development
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions --
Constituency Includes Client Representation Yes

Standing Committees

    --

CEO/Executive Director/Board Comments

--

Foundation Comments

--

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

Expense Breakdown 2011 (%)

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2013 2012 2011
Total Revenue $14,877,715 $14,887,177 $16,381,653
Total Expenses $11,441,693 $12,480,991 $11,918,387

Prior Three Years Revenue Sources

Fiscal Year 2013 2012 2011
Foundation and
Corporation Contributions
-- -- $1,585,800
Government Contributions $371,237 $656,602 $497,274
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $371,237 $656,602 $497,274
Individual Contributions $9,605,218 $7,586,731 $3,724,545
Indirect Public Support $0 -- --
Earned Revenue $1,235,603 $931,099 $629,572
Investment Income, Net of Losses $1,795,807 $5,184,574 $9,053,012
Membership Dues $348,932 $331,096 $318,626
Special Events $0 $141,821 $33,000
Revenue In-Kind -- -- --
Other $17,554 $55,254 $539,824

Prior Three Years Expense Allocations

Fiscal Year 2013 2012 2011
Program Expense $8,768,573 $9,934,487 $8,697,504
Administration Expense $2,129,475 $2,162,639 $2,458,846
Fundraising Expense $543,645 $383,865 $762,037
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.30 1.19 1.37
Program Expense/Total Expenses 77% 80% 73%
Fundraising Expense/Contributed Revenue 5% 5% 13%

Prior Three Years Assets and Liabilities

Fiscal Year 2013 2012 2011
Total Assets $137,599,950 $127,272,056 $130,470,606
Current Assets $2,019,322 $2,659,283 $1,460,697
Long-Term Liabilities $1,730,000 $1,730,000 $1,855,000
Current Liabilities $1,870,376 $1,776,065 $2,163,480
Total Net Assets $133,999,574 $123,765,991 $126,452,126

Prior Three Years Top Three Funding Sources

Fiscal Year 2013 2012 2011
1st (Source and Amount) -- --
-- --
Fidelity Non-Profit Management Foundation $1,435,800.00
2nd (Source and Amount) -- --
-- --
Fidelity Donor Advised Funds $292,030.00
3rd (Source and Amount) -- --
-- --
The Champlins Foundation $150,000.00

Financial Planning

Endowment Value --
Spending Policy --
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 1.08 1.50 0.68

Long Term Solvency

Fiscal Year 2013 2012 2011
Long-term Liabilities/Total Assets 1% 1% 1%

CEO/Executive Director/Board Comments

--

Foundation Comments

Financial summary data in charts and graphs are per the organization's IRS 990s, except for the breakdown of current vs. long-term liabilities, which is from the nonprofit for FY2012 and prior.  Contributions from foundations and corporations are listed under individuals when the breakout is 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?

--

2. What are your strategies for making this happen?

--

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

--

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

--

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

--