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Beverly Historical Society

 Cabot House, 117 Cabot Street
 Beverly, MA 01915
[P] (978) 922-1186
[F] (978) 922-7387
[email protected]
Susan J. Goganian
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 Printable Profile (Summary / Full)
EIN 04-2237789

LAST UPDATED: 10/27/2017
Organization DBA Historic Beverly
Former Names --
Organization received a competitive grant from the Boston Foundation in the past five years No


Mission StatementMORE »

The mission of the Society is to collect, preserve, interpret, and disseminate Beverly's regional history.

Mission Statement

The mission of the Society is to collect, preserve, interpret, and disseminate Beverly's regional history.

FinancialsMORE »

Fiscal Year Oct 01, 2017 to Sept 30, 2018
Projected Income $297,875.00
Projected Expense $317,420.00

ProgramsMORE »

  • 17th Century Saturdays
  • Digging up the Past: An Introduction to Archaeology
  • Emerging from Salem's Shadow
  • Old Planters Reunion

Revenue vs. Expense ($000s)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

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


Mission Statement

The mission of the Society is to collect, preserve, interpret, and disseminate Beverly's regional history.

Background Statement

In 1891, a group of men, representative of some of Beverly’s early families founded the Beverly Historical Society. Soon after, Edward Burley willed his home, the 1781 John Cabot House, to the Society.

The house, built by John Cabot after he moved from Salem, became the first home of the Beverly Bank in 1802. The bank moved in 1868. The Cabot house remains the Society’s headquarters, with two floors of museum exhibits, meeting rooms, and research services.

Notable early officers of the Society include poet Lucy Larcom, preservationist Arthur Appleton, and longtime president Katherine Peabody Loring. The Society’s collections have grown to more than 750,000 objects, including manuscripts, photographs,  ephemera, decorative arts, and other artifacts related to the history of Beverly and the North Shore.  

In 1932, the 17th century Balch House, was offered to the Society for a nominal sum. John Balch was one of the first settlers of Beverly and was on the site as early as 1636. The Society continues to preserve the house and open it to visitors. 

The Society acquired its third property, Hale Farm, in 1937. This 1694 structure built for John Hale, Beverly’s first minister, was sold to the Society by Hale descendant Eleanor Bancroft. The property originally extended to the water, and is still spacious enough to allow for a variety of events and programming.

Historic Beverly provides stewardship for one of the most impressive collections in Massachusetts. The collection is of national and local significance, with a strong concentration on papers pertaining to the American Revolution and the maritime history of the early republic, regional transportation history, and an important assortment of weapons, textiles, ceramics, furniture and paintings.

Throughout its history, the Society has collected, preserved and interpreted Beverly history, offering programs to the general public, as well as to teachers and students. Members and volunteers have also provided books and articles for publication, such as John Hale: A Man Best by Witches, North Beverly Remembered, Reflections of 20th Century Beverly, Thieves, Cowbeaters and Other True Tales of Colonial Beverly and A Short History of Beverly Airport

Impact Statement

 The Society accomplishes its mission through the preservation and interpretation of three historic sites, the Balch House, Hale Farm, and the Cabot House, and a museum collection of nearly a million items that is made available to scholars, teachers, students and the public through exhibits, programs, and research opportunities.  

Needs Statement

Preservation funds are needed for the  Society's three nationally significant sites, as well as conservation funds for some of the items in our collection. Operating funds are critically needed to provide staffing for additional visitation hours, as well as for additional library research time.

CEO Statement


Board Chair Statement


Geographic Area Served

Throughout the United States
Primary audiences are Beverly, MA and Essex County residents. Genealogical services for national and international visitors with Essex County roots.

Organization Categories

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

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



17th Century Saturdays

A collaborative program with other sites in Essex County that promotes visitation to 17th century historic sites, many of which are not open regularly. Both the Balch House and the Hale House, two of the Society's historic sites, participate in this program on the first Saturday of the month, June - October
Budget  --
Category  Arts, Culture & Humanities
Population Served Adults General Public/Unspecified
Program Short-Term Success  --
Program Long-Term Success  --
Program Success Monitored By  Attendance numbers
Examples of Program Success  --

Digging up the Past: An Introduction to Archaeology

This 3rd grade program begins with a discussion of early European settlement on the North Shore, focusing on the history of the 17thcentury Balch House and an archaeological dig done at the site in 1998. Archaeological terms and procedures are explained. Small groups of students then perform their own "digs" in "pits" provided by the museum educator. Each "pit" contains an actual historic artifact that can be examined, identified in resource material, and dated. This program includes a visit to the Balch House. Massachusetts State Learning standards: 3.2, 3.4, 3.9, 3.11, 3.12 Concepts and Skills: # 3 Observe and describe local or regional historic artifacts
Budget  $150.00
Category  Education, General/Other Educational Programs
Population Served Children Only (5 - 14 years)
Program Short-Term Success  Children will exhibit increased knowledge of the topic.
Program Long-Term Success  To instill an appreciation for local history in Beverly schoolchildren, and assist teachers in meeting curriculum frameworks.
Program Success Monitored By  Museum educator and classroom teacher feedback.
Examples of Program Success  Evaluation results.

Emerging from Salem's Shadow

An ongoing exhibit on Beverly's early history, which features an original landscape painting commissioned to represent life in Beverly during that period.After the tumultuous years of the second half of the 17th century, filled as they were with political upheaval, Indian wars, and culminating in the witchcraft crises of 1692, the new century must have seemed to local residents like entering a calm port. Although religion remained an important aspect of colonial life, the power of the church in civic life was on the wane. Beverly’s economy remained focused on maritime trades and agriculture, but new trades emerged during the period. Clockmakers, cabinet makers, silversmiths and other artisans created objects for an emerging well-to-do class. A spirit of change and possibility emerged in the 18th century, with profound consequences for our local community and America.
Budget  --
Category  Arts, Culture & Humanities, General/Other
Population Served General/Unspecified
Program Short-Term Success  A great understanding of colonial life in Massachusetts.
Program Long-Term Success  A greater understanding of the importance of early structures and artifacts, and how they contribute to our understanding of American history.
Program Success Monitored By  --
Examples of Program Success  Anecdotal comments and evaluations.

Old Planters Reunion

A biennial gathering of those descended from Beverly's 17th century families, and those interested in that history.  The event is centered around the Balch Family Meeting, which invites descendants of John Balch, one of Beverly's first residents, to stay connected to the Balch House and contribute to its support.   Other programs during the reunion include lectures, walking tours, tours of privately-owned First Period homes, and research and networking opportunities.
Budget  $3,000.00
Category  Arts, Culture & Humanities, General/Other History & Historical Programs
Population Served Adults
Program Short-Term Success  Short-term success will be measured by increased attendance over the previous event, memberships initiated by attendees, and increased donations.
Program Long-Term Success  The long-term goal of the Old Planters Reunion is to strengthen the Society's connections to those with a natural interest in our properties and collections: descendants of Beverly's first residents and those interested in early Beverly history, to help the Society create a sustainable future for that history.
Program Success Monitored By  Attendees are asked to evaluate all aspects of the three day program.
Examples of Program Success  Although quantitative successes are certainly welcome (attendance, etc.) they are not the primary, or even secondary, goal of the program, particularly in the shortterm. Positive evaluations that indicate that participants learned something about this history, and that they enjoyed the program, are more important.

CEO/Executive Director/Board Comments

Our primary programming endeavors include regular lectures, walking tours, and school visits, as well as research assistance for both students and adults.


CEO/Executive Director Ms. Susan Goganian
CEO Term Start July 2008
CEO Email [email protected]
CEO Experience

 Professional Experience

Director, Historic Beverly      2008- Present 

Director Programs and Operations, The Boston Harbor Association      2007-2008

The Bostonian Society        1996 – 2007

Site Director                                 2000 - 2007

Director of Public Programs and Education       1996 - 2007

Adjunct professor, Suffolk University      2005 - 2007

Instructor, Northeastern University         2000 – 2004, 2007


Northeastern University, M.A. History                                           

University of Maine, B. S. Business Administration

Professional Affiliations

AASLH Historic House and Sites Network, Co-Chair

Beverly Main Streets, Board of Directors
Boston Creates Leadership Council
Boston Harborfest, Board of Directors, 2010-2013
Essex National Heritage Commission, Board of Directors
New England Museum Association, Board of Directors 

Boston Landmarks Commission

Boston Women’s Heritage Trail

Fort Point Channel District Commission

Massachusetts Historical Society, Fellow

MYTOWN, Board of Directors, 1999-2006

Co-CEO --
Co-CEO Term Start --
Co-CEO Email --
Co-CEO Experience --

Former CEOs and Terms

Name Start End
Stephen Hall -- 2008

Senior Staff

Name Title Experience/Biography
Abby Battis Assoc. Director for Collections --


Award Awarding Organization Year
-- -- --


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

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --



CEO/Executive Director/Board Comments


Foundation Comments


Staff Information

Number of Full Time Staff 2
Number of Part Time Staff 3
Number of Volunteers 21
Number of Contract Staff 0
Staff Retention Rate % 100%

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 5
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 5
Male: 0
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Under Development
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 6
Management Succession Plan No
Business Continuity of Operations Plan No
Organization Policies And Procedures Under Development
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
State Charitable Solicitations Permit Yes
State Registration No

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


Board Chair Mr. Dan Lohnes
Board Chair Company Affiliation Essex Alarm and Security
Board Chair Term Mar 2014 - Mar 2018
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Mr. Stefano Basso Siemasko & Verbridge Voting
Ms. Sarah Boucher Willowdale Voting
Ms. Lori Cianciulli Cianciulli Law Offices Voting
Mr. Lance Daly Beverly Heritage Project Voting
Ms. Martha Johnson Gavin education Voting
Ms. Patricia Grimes retired Voting
Mr. Jan Jefgood No affiliation Voting
Mr. Jay Leahy Axcelis Voting
Mr. Dan Lohnes Essex Alarm & Security Voting
Ms. Karen MacInnis Marblehead Museum Voting
Mr. Donald MacQuarrie retired Voting
Ms. Joy Munoz Lux Realty North Shore Voting
Ms. Jeanne O'Hearn educator Voting
Ms. Fay Salt retired Voting
Mr. Brian Shea People's United Bank Voting
Ms. Maureen Troubetaris retired Voting
Mr. Lincoln Williams photographer/retired 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: 0
Asian American/Pacific Islander: 0
Caucasian: 13
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 7
Male: 8
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % 90%
Written Board Selection Criteria No
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 100%
Constituency Includes Client Representation No

Standing Committees

  • Audit
  • Building
  • Collections
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Finance
  • Nominating
  • Program / Program Planning

CEO/Executive Director/Board Comments


Foundation Comments



Revenue vs. Expense ($000s)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2016 2015 2014
Total Revenue $407,419 $487,770 $365,473
Total Expenses $367,314 $288,815 $300,336

Prior Three Years Revenue Sources

Fiscal Year 2016 2015 2014
Foundation and
Corporation Contributions
-- -- --
Government Contributions $60,000 $56,500 $0
    Federal -- -- --
    State -- -- --
    Local -- $56,500 --
    Unspecified $60,000 -- --
Individual Contributions $150,374 $390,610 $164,575
Indirect Public Support $0 -- --
Earned Revenue $32,012 $24,102 $35,861
Investment Income, Net of Losses $124,790 $-29,522 $121,081
Membership Dues $33,405 $32,442 $29,035
Special Events $6,838 $13,638 $14,921
Revenue In-Kind -- -- --
Other $0 -- --

Prior Three Years Expense Allocations

Fiscal Year 2016 2015 2014
Program Expense $248,180 $174,155 $182,303
Administration Expense $91,535 $88,095 $91,973
Fundraising Expense $27,599 $26,565 $26,060
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.11 1.69 1.22
Program Expense/Total Expenses 68% 60% 61%
Fundraising Expense/Contributed Revenue 13% 6% 15%

Prior Three Years Assets and Liabilities

Fiscal Year 2016 2015 2014
Total Assets $3,167,866 $3,009,513 $2,813,515
Current Assets $177,671 $139,135 $77,746
Long-Term Liabilities $0 $0 $0
Current Liabilities $132,006 $13,758 $16,715
Total Net Assets $3,035,860 $2,995,755 $2,796,800

Prior Three Years Top Three Funding Sources

Fiscal Year 2016 2015 2014
1st (Source and Amount) -- --
-- --
-- --
2nd (Source and Amount) -- --
-- --
-- --
3rd (Source and Amount) -- --
-- --
-- --

Financial Planning

Endowment Value $1,368,320.00
Spending Policy Percentage
Percentage(If selected) 5.0%
Credit Line No
Reserve Fund No
How many months does reserve cover? --

Capital Campaign

Are you currently in a Capital Campaign? No
Capital Campaign Purpose Major renovation of the Cabot House, our headquarters, to provide accessibility and upgrade climate control to better care for our collections. 
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? Yes

Short Term Solvency

Fiscal Year 2016 2015 2014
Current Ratio: Current Assets/Current Liabilities 1.35 10.11 4.65

Long Term Solvency

Fiscal Year 2016 2015 2014
Long-term Liabilities/Total Assets 0% 0% 0%

CEO/Executive Director/Board Comments

In 2011, the Society's Audit Committee has determined that the organization will have a full audit every three years, with a review in the intervening years. 

Foundation Comments

Financial summary data in the charts and graphs above is per the organization's IRS Form 990s. Contributions from Foundations & Corporations are listed under Individuals when the breakout was not available. For FY15, government revenue breakout detail was provided by the nonprofit.


Other Documents

No Other Documents currently available.


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?