New England Historic Genealogical Society Inc
Donations deductibleRevenue
$24.7m
year to 31 August 2025
Expenses
$16.2m
year to 31 August 2025
Total assets
$97.1m
$26.5m liabilities
Net assets
$70.6m
assets less liabilities
Directors and trustees
24
6.2 years on average
Staff
112
224 volunteers
Chair observed
≥7 yrs
David M Trebing
Left since last filing
0
no seats appear to have opened
New England Historic Genealogical Society Inc's network
24 people1 organisationi24 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (24). Violet dotted lines (1) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
24 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 24 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| David M Trebing Chair | Chairman | 2018 | 8 yrs |
| Andrew P Langlois (also filed as Andrew Langlois) | Trustee | 2018 | 8 yrs |
| Bonnie Reilly | Second Vice Chairman | 2020 | 6 yrs |
| Brady Brim-Deforest | Trustee | 2024 | 2 yrs |
| Brenda L Johnson | Trustee | 2021 | 5 yrs |
| Brenda M Williams | Trustee | 2022 | 4 yrs |
| Elizabeth B Vitton | Trustee | 2020 | 6 yrs |
| Eric N Ward | Trustee | 2020 | 6 yrs |
| Gerard A Halpin III | Company secretary | 2019 | 7 yrs |
| Helen ER Sayles | Trustee | 2021 | 5 yrs |
| JO Anne Crowley Makely (also filed as JO Anne C Makely) | Trustee | 2018 | 8 yrs |
| John E Corcoran | Treasurer | 2018 | 8 yrs |
| John S Rando JR | Trustee | 2021 | 5 yrs |
| Jonathon Buck Treat | Trustee | 2022 | 4 yrs |
| Keli D Levine | Trustee | 2023 | 3 yrs |
| M David Sherrill | Vice Chairman | 2018 | 8 yrs |
| Mark Kimball Nichols | Corresponding Secretary | 2021 | 5 yrs |
| Mark T COX IV | Trustee | 2019 | 7 yrs |
| Nancy S Maulsby | Trustee | 2018 | 8 yrs |
| Nordahl L Brue | Trustee | 2018 | 8 yrs |
| Robb Aley Allan | Trustee | 2022 | 4 yrs |
| Ryan D Taliaferro | Trustee | 2024 | 2 yrs |
| Susan E Carlson (also filed as Susan Carlson) | Trustee | 2022 | 4 yrs |
| Thomas Bailey Hagen (also filed as Thomas B Hagen) | Trustee | 2018 | 8 yrs |
Officers and senior leadership
13 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Beth Brown | Assistant VP of Advancement | since 2018 |
| Bruce Bernier | VP & CFO | since 2021 |
| Claire Capuzzi | VP for Digital Strategy | 2023 |
| Curt Dicamillo | Curator for Special Collections | since 2022 |
| D Brenton Simons | President Emeritus and Chief Stewardship Officer | since 2018 |
| Dionne Carty Jackson | Asst. VP for Inspirational Giving | 2024 |
| Edward Macmahon | Senior Gift Planning Officer | since 2018 |
| Ginevra Morse | Chief Learning and Interpretation Officer | 2025 |
| Jeremy Bento | Controller | 2018 |
| Meghan Hallock | VP of Advancement | since 2022 |
| Ryan Woods | President and Chief Executive Officer | since 2018 |
| Steven Solomon | Senior Philanthropy Officer | since 2018 |
| Susan Fugliese | Vice President of Advancement | since 2018 |
Pay and hours
year to 31 August 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Ryan Woods | President and CEO | 35 | $291k | $47k | |
| D Brenton Simons | President Emeritus and Chief Stewardship Officer | 35 | $262k | $37k | |
| Meghan Hallock | Chief Advancement Officer (Former) | 35 | $215k | $35k | |
| Bruce Bernier | Chief Financial Officer | 35 | $195k | $43k | |
| Edward Macmahon | Chief Advancement Officer | 35 | $187k | $44k | |
| Steven Solomon | Assistant Vice President of Advancement | 35 | $182k | $42k | |
| Curt Dicamillo | Curator | 35 | $161k | $31k | |
| Ginevra Morse | Chief Learning and Interpretation Officer | 35 | $147k | $44k | |
| David M Trebing | Chairman | 6 | $0 | ||
| M David Sherrill | Vice Chairman | 6 | $0 | ||
| Bonnie Reilly | Second Vice Chairman | 6 | $0 | ||
| John E Corcoran | Treasurer | 6 | $0 | ||
| Gerard A Halpin III | Secretary | 6 | $0 | ||
| Mark Kimball Nichols | Corresponding Secretary | 6 | $0 | ||
| Nancy S Maulsby | Trustee | 6 | $0 | ||
| Elizabeth B Vitton | Trustee | 6 | $0 | ||
| Eric N Ward | Trustee | 6 | $0 | ||
| Nordahl L Brue | Trustee | 6 | $0 | ||
| Brenda L Johnson | Trustee | 6 | $0 | ||
| John S Rando Jr | Trustee | 6 | $0 | ||
| Helen Er Sayles | Trustee | 6 | $0 | ||
| Mark T Cox IV | Trustee | 6 | $0 | ||
| Andrew Langlois | Trustee | 6 | $0 | ||
| Robb Aley Allan | Trustee | 6 | $0 | ||
| Jonathon Buck Treat | Trustee | 6 | $0 | ||
| Brenda M Williams | Trustee | 6 | $0 | ||
| Keli D Levine | Trustee | 6 | $0 | ||
| Jo Anne C Makely | Trustee | 6 | $0 | ||
| Brady Brim-Deforest | Trustee | 6 | $0 | ||
| Ryan D Taliaferro | Trustee | 6 | $0 | ||
| Thomas B Hagen | Trustee | 6 | $0 | ||
| Susan Carlson | Trustee | 6 | $0 |
Colorado roster
28 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20253006353). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.| Name | Title as filed |
|---|---|
| Curt Dicamillo | Curator |
| John E. Corcoran | Treasurer |
| Meghan Hallock | Chief Advancement Officer (Former) |
| Steven Solomon | Assistant Vice President of Advancem |
| Bonnie Reilly | Second Vice Chairman |
| Ryan Woods | President and Chief Executive Office |
| Helen E.R. Sayles | Trustee |
| Bruce Bernier | |
| M. David Sherrill | Vice Chairman |
| Brenda A. Johnson | Trustee |
| David M. Trebing | Chairman |
| Ryan J. Woods | President |
| Jonathon Buck Treat | Trustee |
| Susan E. Carlson | Trustee |
| Nordahl L. Brue | Trustee |
| Nancy S. Maulsby | Trustee |
| Bruce Bernier | Chief Financial Officer |
| Robb Aley Allan | Trustee |
| D. Brenton Simons | President Emeritus and Chief Steward |
| Andrew Langlois | Trustee |
| Mark T. Cox, IV | Trustee |
| Dionne Carty Jackson | Asst. VP for Inspirational Giving |
| Edward Macmahon | Chief Advancement Officer |
| Eric N. Ward | Trustee |
| Gerard A. Halpin, III | Secretary |
| John S. Rando Jr. | Trustee |
| Mark Kimball Nichols | Corresponding Secretary |
| Elizabeth B. Vitton | Trustee |
About
- Legal name
- New England Historic Genealogical Society Inc
- EIN
- 042104757
- Address
- 99 Newbury St # 101, Boston, MA, 02116-3007
- State
- Massachusetts
- Mission
- (as filed on the Form 990)
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Size band
- 9 (IRS master file code)
- Formed
- 1845
- Principal officer
- Bruce Bernier (as named on the Form 990)
- IRS ruling date
- 1 May 1922
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 8, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsDavid M Trebing
≥8years on the filingsAndrew P Langlois
≥8years on the filingsJO Anne Crowley Makely
≥8years on the filingsJohn E Corcoran
Latest return
year to 31 August 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 August 2025. US dollars, as filed.- Total assets
- $97.1m
- Total liabilities
- $26.5m
- Net assets or fund balances
- $70.6m
- Contributions and grants received
- $16.7m
- Program service revenue
- $4.9m
- Employees
- 112
- Volunteers
- 224
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $16m | $15.6m | $380k |
As filed on the IRS Form 990. US dollars.