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Organization DBA --
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 North Andover Historical Society is a non-profit educational institution, dedicated to preserving, acquiring, teaching, exhibiting and researching North Andover history, which it does mainly through its collections. This institution serves as a repository for artifacts, archival information, and objects made or used in the North Andover area from the 17th century onward. In addition, the North Andover Historical Society supports and promotes the architectural and landscape heritage of the town.

Mission Statement

 The North Andover Historical Society is a non-profit educational institution, dedicated to preserving, acquiring, teaching, exhibiting and researching North Andover history, which it does mainly through its collections. This institution serves as a repository for artifacts, archival information, and objects made or used in the North Andover area from the 17th century onward. In addition, the North Andover Historical Society supports and promotes the architectural and landscape heritage of the town.

FinancialsMORE »

Fiscal Year Jan 01, 2017 to Dec 31, 2017
Projected Income $578,675.00
Projected Expense $578,675.00

ProgramsMORE »

  • Adult Programs
  • Adventures in Time Summer Enrichment Program
  • Family programing
  • Multi grade level school programs
  • Teacher Training Workshops

Revenue vs. Expense ($000s)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

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


Overview

Mission Statement

 The North Andover Historical Society is a non-profit educational institution, dedicated to preserving, acquiring, teaching, exhibiting and researching North Andover history, which it does mainly through its collections. This institution serves as a repository for artifacts, archival information, and objects made or used in the North Andover area from the 17th century onward. In addition, the North Andover Historical Society supports and promotes the architectural and landscape heritage of the town.

Background Statement

The North Andover Historical Society began its programs of museum education in 1972, based on extensive research of other larger institutions and the findings of several consultants.  The high caliber of educational standards continue through the present day.  All programs are continually evaluated, reviewed and revised.

Impact Statement

The Society collects both three dimensional artifacts and archival materials to aid in the dissemination of knowledge about the past and the appreciation of the its link to the present.
The educational offerings of the North Andover Historical Society supplement the heritage education of local and area students in a meaningful way.  The summer enrichment program, begun in 1990, provides children with a hands-on experience in history which is recognized by several private foundations.
The North Andover Historical Society preserves the history of the town for the town and its people  without any municipal monetary support.  Town agencies often rely on the Society's archives for information.  As the original settlement of 1643 Andover was actually located in today's "North Andover", the town's history goes back far beyond the re-incorporation date of 1855.

Needs Statement

  • The biggest need for funding continues to be our programs, both to continue the current level and to expand programming to the adult and family audiences.
  • Our buildings demand more resources than we can allocate from our general operating budget.  Fund raisers had helped but more is needed. The Society had looked to other sources of money, including the town Community Preservation fund with some success.  Our historic buildings are our major artifacts and most unique and value resources.  They provide the stage to begin the conversation with potential supporters in the town.
  • We hold both three dimensional and archival artifacts. The archives contain over 10,000 individual photographs, documents and books that tell the story of North Andover better than any town maintained holding, including that of the town clerk. This is a huge potential resource for the public but we need additional funding to extend the hours and to help continue our ongoing digitization. 

CEO Statement

The North Andover Historical Society is much more than a local historical society in both scope and purpose.  The organization serves between 950 and 1000 children per year with a small staff and dedicated volunteers.  All programs are developed in conjunction with area educators and go far beyond the typical historic site tour experience.  We ask you to join us in bringing the past alive for the next generation.

Board Chair Statement

The North Andover Historical Society is the place to go if you are interested in any facet of Early Andover and North Andover History.  We are a non-profit educational institution, dedicated to preserving, acquiring, teaching exhibiting and researching North Andover history.  In addition, the North Andover Historical Society maintains the architectural heritage of the Old Center of the First Parish of Andover through our preservation subsidiary, Center Realty Trust.  We invite you to learn more by logging on to our website:  www.northandoverhistoricalsociety.org .

Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
NORTHEAST REGION, MA

Primary area served is Greater Lawrence but educational services are provided to children throughout the Merrimack Valley of Massachusetts.

Organization Categories

  1. Arts,Culture & Humanities - History Museums
  2. Education - Educational Services
  3. Public & Societal Benefit - Citizen Participation

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

No

Programs

Adult Programs

A variety of family and adult educational programs are offered throughout the year. These offerings include lectures, workshops and site visits.
Budget  $3,000.00
Category  Arts, Culture & Humanities, General/Other History & Historical Programs
Population Served Adults
Program Short-Term Success  Many of these program rely on volunteer presenters or local corporate support.  There is a clear need to find funding in order to expand our adult educational experiences.
Program Long-Term Success  We have more than doubled our annual adult offerings in the last five years.  From a low of 12 programs a year we ended fy2011 with an all time high of 27 adult programs. 
Program Success Monitored By  Many of these programs rely on volunteer presenters.  Local corporate and bank support has all but disappeared.  Small grants allow for some paid programing. This is an area where is is a clear need for additional funding  in order to expand the types of experiences we can offer for the entire community.
Examples of Program Success  These programs are popular, especially those that focus on Andover involvement in the Salem Witch Trials or local connections to National events, like the Civil or Revolutionary War.  Our annual witch trial lectures consistently draw 35-45 people (our hall has a 50 person capacity).  We had 25 people this spring for a morning program on North Andover in the Civil War--a time slot that generally has attracted much smaller (10 or less) groups.Some of our increased memberships can be directly attributed to these programs.

Adventures in Time Summer Enrichment Program

Just completing its 23rd year, this two week enrichment program builds on classroom and field trip experiences and brings history alive for a smaller group of children every summer.  Each session has a different theme and focus and provides hands on activities, programs and visits to other institutions to teach by doing. Skills such as gardening, cooking and sewing are an integral part of the lesson plan.

Budget  $5,000.00
Category  Arts, Culture & Humanities, General/Other Arts, Culture & Humanities, General/Other
Population Served Children Only (5 - 14 years)
Program Short-Term Success  The greatest measure of Adventures in Time's success as a program is the high percentage of returning participants and their siblings each year.  During the summer of 2011, 80% of the children were returning from a previous year.
Program Long-Term Success  This program has sent many students to college with an interest in heritage education.  The limited nature of the enrollment is our one drawback.  Additional funding would allow for expansion and add to the program's impact.
Program Success Monitored By  We do not currently have a system in place to track student test scores or continued interest in heritage and social history.
Examples of Program Success  Our participants and their parents provide conversational documentation of the program's success as the students often gain confidence in their abilities and improve their range of historical context for classroom studies.  One very young student, after completing his first summer, exclaimed at our very next meeting that he had impressed his new first grade teacher with his answer to a question because he had spent those two weeks in our program.  Some of our former participants stay with us and become junior assistants and then junior councilors.

Family programing

The Society presents many family friendly events. Our major family offerings are 17th Century Saturdays, a wonderful living history day at our 1715 Parson Barnard House site and our annual Trails and Sails walking tour.  Each of these activities are part of a larger, county-wide series of events and draws an audience from outside our immediate area.
Budget  $2,000.00
Category  Arts, Culture & Humanities, General/Other History & Historical Programs
Population Served Families General/Unspecified
Program Short-Term Success  Short term success has been measured by a modest increase to both our membership and donor base; up 12% from fy2011.
Program Long-Term Success  These programs have raised the general public's awareness of the North Andover rich cultural heritage and thereby increased public support for civic preservation through the town Community Preservation Act grants. Our long range goal is to translate more of that support to help with our privately supported work.
Program Success Monitored By  No measurement system in in place beyond the increase in memberships and the tacking of new donors to our current building fund.
Examples of Program Success  During our first year of participating in 17th century Saturdays we attracted 80 people, mainly families, to the Parson Barnard House as compared to the previous summer, when a total of 6 people visited the house during the entire season (does not include school programs).

Multi grade level school programs

Curriculum- based, multi-grade offerings are reviewed, developed and presented every school year.  Examples are
 Daily Life at Johnson Cottage
  • House Detectives (Parson Barnard House)
  • What is an Artifact?
  •  Discover Local History
  • Ancestors Speak: the Old Burial Ground
  • and other specialized options on site or in the classroom
Budget  $28,000.00
Category  Arts, Culture & Humanities, General/Other History & Historical Programs
Population Served Children and Youth (0 - 19 years) Children Only (5 - 14 years)
Program Short-Term Success  Short term success is measured in an informal way.  Teachers are asked to include a writing exercise as a follow up to the program and share the results with the Historical Society.  Children draw pictures and describe what they learned, what they liked or did not like.  The information contained in these essays or letters provide valuable information to both the staff and the volunteer presenters on what information was successfully conveyed.
Program Long-Term Success  An educated population is a caring population and an understanding of local heritage, the need for preservation of historic landscapes and the importance of sustainability through the lessons of the past will aid these young people in their future decisions concerning their environment, their town's historic landscape and the importance of heritage education.
Program Success Monitored By  In addition to the careful review of our young reviewers, we take every opportunity to garner teacher feedback on our programs.  This effort has been greatly enhanced by the formation of the CHAP group and the introduction of the teacher training workshops.
Examples of Program Success  We publish several examples of the children's writing in every newsletter, including their drawings.  The most common observation we receive is "I never knew there was so much history in our town".  As the end users of these programs, we immediately know when we have been successful or if we have missed the mark with a certain program.  If the latter is the case, that program is reviewed and revised.

Teacher Training Workshops

The NAHS has just completed its second year of teacher training workshops, in collaboration with  Community Heritage Alliance Project or CHAP, a school and historical society partnership. CHAP focuses on ways to introduce primary source material into the classroom and satisfy social studies teacher training with professional development credit.
Budget  $2,000.00
Category  Arts, Culture & Humanities, General/Other History & Historical Programs
Population Served Adults
Program Short-Term Success  The short term achievements are the completion of the individual lessons plans and the increased familiarity with the Society's existing programs, both on site and in the classroom.
Program Long-Term Success  Teachers will be aware of the resources and varied programs of the North Andover Historical Society.  The four week, 10 hour course will provide an introduction to local history as mandated by the school department.  Teachers leave with resource packets that will aid in classroom work and must complete a lesson plan integrating primary sources.  The program should increase the interest in site and in classroom visits as well as increase the teachers' comfort level with using the historical society as a resource.
Program Success Monitored By  The Society tracks the number of school children served as a measure of our reach within the community.  Increased demand for our programing indicates success.
Examples of Program Success  Immediately following this year's workshop, two of the teachers booked an in-classroom program for their third grade students.  These classes have not been able to visit the properties due to the high cost of bus transportation for the past three years, and the teachers never felt that they had the time to ask about other options.  The face to face aspect of the workshop made the transfer of information easy, fast and effective. 

CEO/Executive Director/Board Comments

These figures represent the true costs of programming in terms of staff time, set-up and use of the facilities. As of the end of  FY 2011, we have offered a total of 51 programs: 24 children's programs and 27 adult/family programs.

Management


CEO/Executive Director Mrs. Carol Majahad
CEO Term Start Mar 1988
CEO Email [email protected]
CEO Experience Trained Museum professional with over 25 years of museum and 8 years of business experience combined, Ms. Majahad completed the Cooperstown Graduate Program in History Museum Studies, including a NEH funded internship in 1976. She has worked at the Oregon State Historical Society, the Children's Museum of Indianapolis and taught at the Madison (Connecticut) Historical Society. Ms. Majahad completed her 24th year at the North Andover Historical Society on March 1, 2012.
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
Inga Larson Curator of Archival Materials-p/t --
Thomas McGee Membership and Development p/t --
Janice Williams Collections Manager--p/t --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
American Association of Museums - Member 2012
Member of state association of nonprofits? Yes
Name of state association --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

The North Andover Historical Society and teachers from the North Andover public schools have formed CHAPS--the Community Heritage Alliance Project.  The mission of this group is to bring the Society and its resources closer to the entire public school system.  We have instituted annual Teacher Training courses for PDPs and are working on preschool classroom kits.

CEO/Executive Director/Board Comments

The North Andover Historical Society ascribes to the Statement of Ethics and Good practice for Museums as put forth by the American Association of Museums and the American Association for State and Local History.

Foundation Comments

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Staff Information

Number of Full Time Staff 1
Number of Part Time Staff 3
Number of Volunteers 50
Number of Contract Staff 0
Staff Retention Rate % 100%

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 4
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 3
Male: 1
Not Specified 0

Plans & Policies

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

Risk Management Provisions

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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 President Stanley B. Limpert
Board Chair Company Affiliation Retired
Board Chair Term Apr 2015 - Apr 2016
Board Co-Chair Vice President Diane Huster
Board Co-Chair Company Affiliation Community Volunteer
Board Co-Chair Term Apr 2015 - Apr 2016

Board Members

Name Company Affiliations Status
Christine Allen Community Volunteer Voting
Harry Aznoian Historic House Owner, Entrepreneur Voting
Marion Donahue Pentucket Bank Voting
Robert Ercolini Retired CPA Voting
Diane Huster School Commitee (former) Voting
Joseph LaGrasse Principal, LaGrasse & Associates, I.A. Voting
Martha J. Larson Friends of the Library Chair Voting
Stanley B. Limpert Retired and Community Volunteer Voting
Carol J. Majahad North Andover Historical Society NonVoting
Christian McVey Putnam Investments Voting
Kathy C. Stevens Merrimack College (former) Voting
Kimberly Whitworth Esqurie Self employed lawyer Voting
James Worden Solectra Solar Energy Systems 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: 11
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 7
Male: 6
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % 80%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy No
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 50%
Constituency Includes Client Representation Yes

Standing Committees

  • Collections
  • Finance
  • Strategic Planning / Strategic Direction

CEO/Executive Director/Board Comments

The North Andover Historical Society is much more than a local historical society in both scope and purpose.  The organization serves between 900 and 1000 children per year with a small staff and dedicated volunteers.  All programs are developed in conjunction with area educators and go far beyond the typical historic site tour experience. In 2011, we added a teacher training course to our schedule.  In addition, we create and present a variety of family and adult programming and events. We ask you to join us in bringing the past alive for the next generation.

Foundation Comments

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Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Fiscal Year Jan 01, 2017 to Dec 31, 2017
Projected Income $578,675.00
Projected Expense $578,675.00
Form 990s

2015 990

2014 990

2013 990

2012 990

2011 990

2010 990

2009 990

Audit Documents

2015 Review

2014 Review

2013 Review

2012 Review

2011 Review

2010 Review

2009 Review

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2015 2014 2013
Total Revenue $607,215 $720,548 $251,061
Total Expenses $187,991 $194,373 $212,360

Prior Three Years Revenue Sources

Fiscal Year 2015 2014 2013
Foundation and
Corporation Contributions
-- -- $27,980
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- --
Individual Contributions $42,521 $255,395 $32,616
Indirect Public Support -- -- --
Earned Revenue $52,909 $11,199 $39,441
Investment Income, Net of Losses $401,894 $335,900 $123,757
Membership Dues -- -- --
Special Events -- -- --
Revenue In-Kind -- -- --
Other $109,891 $118,054 $27,267

Prior Three Years Expense Allocations

Fiscal Year 2015 2014 2013
Program Expense $133,838 $150,279 $143,678
Administration Expense $30,487 $23,291 $57,075
Fundraising Expense $23,666 $20,803 $11,607
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 3.23 3.71 1.18
Program Expense/Total Expenses 71% 77% 68%
Fundraising Expense/Contributed Revenue 56% 8% 19%

Prior Three Years Assets and Liabilities

Fiscal Year 2015 2014 2013
Total Assets $3,710,698 $3,324,289 $2,575,449
Current Assets $157,325 $418,384 $203,413
Long-Term Liabilities $0 $0 $0
Current Liabilities $6,612 $39,427 $110,505
Total Net Assets $3,704,086 $3,284,862 $2,464,944

Prior Three Years Top Three Funding Sources

Fiscal Year 2015 2014 2013
1st (Source and Amount) -- --
-- --
-- --
2nd (Source and Amount) -- --
-- --
-- --
3rd (Source and Amount) -- --
-- --
-- --

Financial Planning

Endowment Value $1,000,000.00
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? Yes
Capital Campaign Purpose Current year's campaign is to raise money to create a community engagement space at the Headquarters.
Campaign Goal $14,000.00
Capital Campaign Dates Sept 2012 - Dec 2013
Capital Campaign Raised-to-Date Amount $9,232.00
Capital Campaign Anticipated in Next 5 Years? Yes

Short Term Solvency

Fiscal Year 2015 2014 2013
Current Ratio: Current Assets/Current Liabilities 23.79 10.61 1.84

Long Term Solvency

Fiscal Year 2015 2014 2013
Long-term Liabilities/Total Assets 0% 0% 0%

CEO/Executive Director/Board Comments

The economic slow down of 2009 forced renewed creativity in funding the annual budget.  Planned cash receipts were utilized in place of increasing the endowment draw.  In fact, no draw was taken for one year and cash was transferred to the endowment for investment.  Many project grants were won to help move the Society forward in its strategic plan objectives. A larger constituency is a high priority in order to attract a larger funding base for the future.

Foundation Comments

Financial summary data in the charts and graphs above is per the organization's reviewed financials, reflecting only North Andover Historical Society's financial data. The review is consolidated to include a related entity: Brick Store Company in Andover North Parish, which is not included in the numbers listed above. For FY13, items listed under Other include: net assets released from restrictions, equity in wholly owned subsidiaries and cancellation of debt. Contributions from foundations and corporations are listed under individuals when the breakout was not available.
 
In October 2016 the organization changed its fiscal year from Sept. 1 - Aug. 31 to Jan. 1 - Dec. 31.
 
For the FY09-FY15 reviews posted above, the independent auditors issued a qualification to their opinion regarding the known departure from accounting principles generally accepted in the United States of America. Please review the Auditors opinion for further information. 

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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