Impact & Measurement
Accountability & Finance
Culture & Community
Leadership & Adaptability
New England Historic Genealogical Society and American Ancestors
99 Newbury Street
Boston MA 02116
Mail donations to:
101 Newbury Street
101 Newbury Street
Boston MA 02116
Boston MA | IRS ruling year: 1922 | EIN: 04-2104757 
An EIN is a unique nine-digit number that identifies a business for tax purposes.
An EIN is a unique nine-digit number that identifies a business for tax purposes.Organization Mission
Founded in 1845, American Ancestors/New England Historic Genealogical Society is a national center for family history, heritage, and culture, with a dedication to th ... (More)
Rating Information
Great
This charity's score is 98%, earning it a Four-Star rating. If this organization aligns with your passions and values, you can give with confidence.
This overall score is calculated from multiple beacon scores, weighted as follows: 83% Accountability & Finance, 10% Leadership & Adaptability, 7% Culture & Community. Learn more about our criteria and methodology.
Historical Ratings 
Historical Ratings 
Charity Navigator's ratings previously did not consider Leadership & Adaptability, Culture & Community, or Impact & Measurement. The historic rating mainly reflects a version of today’s Accountability and Finance score. More information on our previous rating methodologies can be found on our rating methodology page.
| Date Published | Overall Rating | ||
| 5/1/2021 |  | ||
| 9/1/2020 | | ||
| 11/1/2019 | | ||
 This organization received multiple star ratings within this fiscal year, due to an update to its Accountability and Transparency data and/or the receipt of an amended Form 990. | |||
| 12/1/2018 | | ||
| 2/1/2018 | | ||
| 3/1/2017 | | ||
| 6/1/2016 | | ||
| 11/1/2015 | | ||
| 9/1/2014 | | ||
| 11/1/2013 |  | ||
| 10/1/2012 | | ||
| 12/23/2011 | | ||
| 9/20/2011 | | ||
| 10/1/2010 | | ||
| 10/1/2009 | | ||
| 8/1/2008 | | ||
| 7/1/2007 |  | ||
| 12/1/2006 | | ||
| 12/1/2005 | | ||
| 11/1/2004 | | ||
| 11/1/2003 | | ||
Rating Report
Accountability & Finance
Score
97
Most Recent Fiscal Year:
FY 2022
FY 2022
This beacon provides an assessment of a charity's financial health (financial efficiency, sustainability, and trustworthiness) and its commitment to governance practices and policies.
Key Accountability Metrics
Full Credit
Partial Credit
No CreditMajority Independent Board Members - 100% independent members10 out of 10 points
Majority Independent Board Members - 100% independent members10 out of 10 points
Industry professionals strongly recommend an independent governing body to allow for full deliberation and diversity of thinking on governance and other organizational matters. We check to see that a majority of board members are identified as independent on their tax form.
Source: IRS Form 990
Independent Board Size - 24 independent members10 out of 10 points
Independent Board Size - 24 independent members10 out of 10 points
Industry professionals strongly recommend an independent governing body to allow for full deliberation and diversity of thinking on governance and other organizational matters. For most organizations, we check to see if the organization has at least three independent board members. For large, donor-funded organizations, we check to see if the organization has at least five independent board members
Source: IRS Form 990
Financial Statements - Audit and Oversight Committee20 out of 20 points
Financial Statements - Audit and Oversight Committee20 out of 20 points
An Audit, Review, or Compilation provides important information about financial accountability and accuracy. Organizations are scored based on their Total Revenue Amount:
| Total Revenue Amount | Expectation to Receive Credit |
| $2 million or higher and 40% or higher donor support | Expected to complete an audit and have an audit oversight committee |
| $1 million or higher | Expected to complete an audit |
| $500,000 - $1 million | Expected to complete an audit, review, or compilation |
| Less than $500,000 | No expectation (removed from scoring methodology) |
Source: IRS Form 990
Material Diversion of Assets - None20 out of 20 points
Material Diversion of Assets - None20 out of 20 points
A diversion of assets — any unauthorized conversion or use of the organization's assets other than for the organization's authorized purposes, including but not limited to embezzlement or theft — also can seriously call into question a charity's financial integrity. We review the charity's most recent IRS Form 990 to see if the charity has reported any diversion of assets.
Source: IRS Form 990
Tax Form Disclosures and Policies
Full CreditPartial CreditNo CreditWebsite Listed on Tax Form - Listed5 out of 5 points
Website Listed on Tax Form - Listed5 out of 5 points
Charity Navigator looks for a website on the IRS Form 990 as an accountability and transparency metric.
Nonprofits act in the public trust and reporting publicly on activities is an important component.
Source: IRS Form 990
Conflict of Interest Policy - Listed5 out of 5 points
Conflict of Interest Policy - Listed5 out of 5 points
Charity Navigator looks for the existence of a conflict of interest policy on the IRS Form 990 as an accountability and transparency measure.
This policy protects the organization and by extension those it serves, when it is considering entering into a transaction that may benefit the private interest of an officer, director and/or key employee of the organization.
Source: IRS Form 990
Whistleblower Policy - Listed5 out of 5 points
Whistleblower Policy - Listed5 out of 5 points
Charity Navigator looks for the existence of a whistleblower policy per the IRS Form 990 as an accountability and transparency measure.
This policy outlines procedures for handling employee complaints, as well as a confidential way for employees to report financial or other types of mismanagement.
Source: IRS Form 990
Document Retention and Destruction - Listed5 out of 5 points
Document Retention and Destruction - Listed5 out of 5 points
Charity Navigator looks for the existence of a document retention and destruction policy per the IRS Form 990 as an accountability and transparency measure.
This policy establishes guidelines for the handling, backing up, archiving and destruction of documents. These guidelines foster good record keeping procedures that promote data integrity.
Source: IRS Form 990
Documents Board Meeting Minutes - Yes5 out of 5 points
Documents Board Meeting Minutes - Yes5 out of 5 points
Charity Navigator looks to confirm on the IRS Form 990 that the organization has this process in place as an accountability and transparency measure.
An official record of the events that take place during a board meeting ensures that a contemporaneous document exists for future reference.
Source: IRS Form 990
Tax Form Distributed to Board Before Filing - Listed5 out of 5 points
Tax Form Distributed to Board Before Filing - Listed5 out of 5 points
Providing copies of the IRS Form 990 to the governing body prior to filing is considered a best practice, as it allows for thorough review by the individuals charged with overseeing the organization. The Form 990 asks the charity to disclose whether or not it has followed this best practice.
Loans to/from Officers - None5 out of 5 points
Loans to/from Officers - None5 out of 5 points
Making loans to related parties, such as key officers, staff, or Board members, is not standard practice in the sector as it diverts the charity's funds away from its charitable mission and can lead to real and perceived conflict-of-interest problems.
The IRS requires charities to disclose on their Form 990 any loans to or from current and former officers, directors, trustees, key employees, and other "disqualified persons." Some state laws go so far as to prohibit loans to board members and officers.
Although employees and trustees are permitted to make loans to charities, this practice can also result in real and/or perceived conflict of interest problems for the charity. Furthermore, it is problematic because it indicates that the organization is not financially secure. Our analysts check to see if any loans have been made.
Website Disclosures
Full CreditPartial CreditNo CreditTax Form Posted on Nonprofit's Website - Listed5 out of 5 points
Tax Form Posted on Nonprofit's Website - Listed5 out of 5 points
For almost all charities, we check the charity's IRS Form 990 to see if it discloses that the Form 990 is available on the charity's website. As with the audited financial statement, donors need easy access to this financial report to help determine if the organization is managing its financial resources well.
Source: IRS Form 990
Financial Metrics
Full CreditPartial CreditNo CreditLiabilities to Assets: Ratio - 9.60%25 out of 25 points
Liabilities to Assets: Ratio - 9.60%25 out of 25 points
The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent IRS Form 990). This ratio is an indicator of an organization's solvency and/or long-term sustainability.
Source: IRS Form 990
Program Expense: Ratio - 68.83%24 out of 25 points
Program Expense: Ratio - 68.83%24 out of 25 points
The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three IRS Forms 990). This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver.
Source: IRS Form 990
Fundraising Efficiency: Ratio - $0.2421 out of 25 points
Fundraising Efficiency: Ratio - $0.2421 out of 25 points
The amount spent to raise $1 in charitable contributions. To calculate a charity's fundraising efficiency, we divide its average fundraising expenses by the average total contributions it receives. We calculate the charity's average expenses and average contributions over its three most recent fiscal years.
Source: IRS Form 990
Working Capital: Ratio - 4.16 years25 out of 25 points
Working Capital: Ratio - 4.16 years25 out of 25 points
Determines how long a charity could sustain its level of spending using its net available assets, or working capital, as reported on its most recently filed IRS Form 990. Dividing these net available assets in the most recent year by a charity's average total expenses, yields the working capital ratio. We calculate the charity's average total expenses over its three most recent fiscal years.
Source: IRS Form 990
Additional Information
Total Revenue and Expenses - Data Available
Total Revenue and Expenses - Data Available
This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.
Salary of Key Persons - Data Available
Salary of Key Persons - Data Available
Presented here are up to five of this organization's highest compensated employees. This compensation data includes salary, cash bonuses, and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting
D Brenton Simons, President & Ceo
$471,791
Ryan Woods, Evp & Coo
$286,918
Edward Macmahon, Interim Vp Of Advancement
$191,617
Bruce Bernier, Vp & Cfo
$171,244
Steven Solomon, Assistant Vp Of Advancement
$162,232
Source: IRS Form 990 (page 7), filing year 2022
IRS Published Data (Business Master File) - Data Available
IRS Published Data (Business Master File) - Data Available
Below are some key data points from the Exempt Organization IRS Business Master File (BMF) for this organization. Learn more about the BMF on the IRS website
Foundation Status:
Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes. 509(a)(2) (BMF foundation code: 16)
Affiliation:
Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)
Data Sources (IRS Forms 990) - Data Available
Data Sources (IRS Forms 990) - Data Available
The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage accountability and finance data from it to form Encompass ratings. Click here to search for this organization's Forms 990 on the IRS website (if any are available). Simply enter the organization's name (New England Historic Genealogical Society and American Ancestors) or EIN (042104757) in the 'Search Term' field.
Impact & Measurement
Not Currently Scored
New England Historic Genealogical Society and American Ancestors cannot currently be evaluated by our Impact & Measurement methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.
Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.
Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.
Culture & Community
Score
100
This beacon provides an assessment of the organization's culture and connectedness to the community it serves.
Metrics
Full CreditPartial CreditNo CreditConstituent Feedback - Data Available100/100 points
Constituent Feedback - Data Available100/100 points
100% of beacon score
This organization reported that it is collecting feedback from the constituents and/or communities it serves. The methodology leveraged for Constituent Feedback is based on The Core Principles of Constituent Feedback, which describes listening and responding well to feedback. Charity Navigator participates in a consortium with other feedback experts and leading nonprofit infrastructure platforms to drive Constituent Feedback's advancement, promotion, and data collection.
How is your organization using feedback from the people you serve?
To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve
What challenges does your organization face in collecting feedback from the people you serve?
It is difficult to get the people we serve to respond to requests for feedback, It is difficult to find the ongoing funding to support feedback collection
Equity Practices - No Data AvailableUnscored
Equity Practices - No Data AvailableUnscored
This organization has not provided information regarding the Equity Practices it is presently implementing. As such, the organization has not earned a score on this metric.
Leadership & Adaptability
Score
100
This beacon provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.
- Strategic Partnerships
- Networks of Collective Impact Efforts
- Thought Leadership
- Raising Awareness
- Policy Advocacy
Metrics
Full CreditPartial CreditNo CreditMission 10/10 points
Mission 10/10 points
The nonprofit organization presents evidence of strategic thinking through articulating the organization's mission
Note: The organization did not respond to this question.
Vision 10/10 points
Vision 10/10 points
The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.
Note: The organization did not respond to this question.
Source: Nonprofit submitted responses
Goals 20/20 points
Goals 20/20 points
The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.
Goal One: Expand of headquarters and grow operations with scalable business and philanthropic models to ensure financial sustainability
Goal Type: Grow, expand, scale or increase access to the existing programs and services.
Goal Two: Develop and implement enriching opportunities for members and the public to engage in inspirational experiences
Goal Type: New program(s) based on observed changes in needs among our constituencies/communities served.
Goal Three: Ensure that our members and the public identify with and connect to the American Ancestors and NEHGS community
Goal Type: Focus on core programs to achieve mission and scale back on programs not seen as core.
Leadership Development 15/15 points
Leadership Development 15/15 points
The nonprofit provides evidence of investment in leadership development
Describe an investment in leadership
Each department at NEHGS has their unique leadership development budget. These funds are used for staff conferences, classes, and tuition reimbursement. Skills development programs are offered through the Employee Assistance Program and is available to all staff.
During the recent pandemic, NEHGS looked to the future and the resources needed to lead our organization that achieves impactful and measurable results on a scalable basis and introduced a new organizational chart that is intended to:
- Unflatten our reporting structure to more closely align activities that are functionally similar to improve ease of access and understanding for our members and users while gaining internal efficiencies for logistical, technical, and communications support.
- Recognize and promote individuals who demonstrated over time, and during the pandemic, particular skills and talents which lend themselves to benefiting our new management structure.
Mobilizing for Mission 15/15 points
Mobilizing for Mission 15/15 points
The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.
This organization mobilizes for mission in the following ways:
What are this organization’s external mobilizaton efforts?
We connect with our members and the public in personally meaningful ways as respected expert genealogists and historians who care deeply about helping people of all ages and backgrounds. Our digital service offerings and increased use of social media platforms resulted in substantial new engagement with family historians around the country, and around the world.
The far-flung geographic distribution of our members requires the ever-increasing need to prioritize technology to serve our members wherever in the world they may live. The commemoration of the 400th anniversary of the landing of the Mayflower continues to receive considerable international media attention for our efforts in advancing commemorative activities and publications. The successful adaptation of our programming into fully online formats, along with several strategic partnerships with the Boston Public Library and GBH, the Boston-based PBS affiliate, allows us to reach a record number of people.
Adaptability Story 30/30 points
Adaptability Story 30/30 points
The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.
We have continued to be nimble, adaptive, and employ an entrepreneurial spirit as we carry out our mission amidst the ongoing challenges of an altered operating environment. Our maximization of remote service models, along with a supremely talented and dedicated staff, has allowed us to serve more people than at any other point in the history of our organization as we make lasting impacts on the field and in the lives of our constituents as they engage in the exploration of family history, heritage, and culture.
Through varied and diverse online programming, we served more live attendees and had more on-demand views of our program recordings than ever before. In addition to record-setting participation in our programming, our website visitation continued to increase significantly. The use of AmericanAncestors.org as a research tool was bolstered by adding new searchable names, the vast majority of which is unique content from our signature study projects and scholarship from genealogical journals and periodicals.
Among our most important strategic shifts in in the last year, we rapidly converted in-person programs to virtual offerings, including genealogical education lectures and seminars, our American Inspiration author series, and a new line of talks called Art & Architecture, which drew unprecedented and highly enthusiastic audiences and expanded our reach dramatically.
Our constituency growth was driven, in part, by our swift and decisive modifications to our service model to meet the challenges of the pandemic, as well as accelerated strategic updates to our operations that reflect longer-term changes in information access and cost-effective service delivery. While adaptation was the hallmark of the year, we remained steadfastly focused on our commitment to producing the most authoritative genealogical and historical scholarship.