Massachusetts · Nonprofit
North Andover Historical Society
North Andover Historical Society (Massachusetts) receives grants from 15 organizations whose IRS filings report $2,003,320 to it, the largest being Community Foundation for Nantucket Inc ($1,487,735). 7 of them have funded it in more than one year, and 90% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2024
- $541k
- Funders on record
- 15
- Grants received
- $2.0M
- Net assets
- $5.0M
What North Andover Historical Society does
Mission
The North Andover Historical Society's mission is to be a hub for culture, history, and community engagement. Using its multiple properties, the society host programs and collects, preserves, and shares material the reflects the region's identity, excited the imagination, and promotes a sustainable society. With its roots as a history-focused educational institution, the society has been, and remains, an active and vibrant center of activity for those who class North Andover and the Greater Merrimack Valley home
As stated on its FY2024 Form 990.
Program
We are proud of our 45-year history of working for the school children of North Andover. During this time, we have established a close partnership with the local teachers at various grade levels and have offered teacher training and access to primary sources when requested. We have collaborated on the development of social studies kits for grades K-1 to support early learning initiatives. We continue to invite local teachers to contribute post-visit activity materials for a "pop-up" exhibit, which are featured in out history discovery room. In our venture of saving the textile history museum in Lowell, we have expanded our audience into Lowell and Lawrence.
$429,584 spent$44,587 earned by the program100% of program spending
The program described on its FY2024 Form 990. Program spending in total: $429,584.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2018 to 2019, from $4.0M to $4.7M (+18%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2020 2%. Grants only. Government contracts and fees sit inside program revenue.
67% of North Andover Historical Society’s revenue is contributions — more donation-reliant than the typical peer (64% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 8 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Joanna Collantine Kerr
Executive Director
As listed on its FY2024 Form 990.
The chief executive listed changed between the FY2019 and FY2020, and between the FY2022 and FY2023, and between the FY2023 and FY2024 filings.
Who funds it, year by year
2017 → 2023: the base broadened from 2 funders to 3 funders, grant income rose $8k → $69k.
5 of 15 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 90% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
Left out of every figure on this page: $1.0M from one payer (the payer shares this organization's board, largest Center Realty Trust of North Andover). These are real filings, and they are not money North Andover Historical Society raised.
From the IRS filings of North Andover Historical Society’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
North Andover Historical Society leans on a few funders — its largest provides 74% of grant income and the top three 92%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
90% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund North Andover Historical Society.
Largest funder’s share by year: 2017 84% · 2018 79% · 2019 100% · 2020 82% · 2021 71% · 2022 56% · 2023 97% — growing more concentrated.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
50% of North Andover Historical Society's funders are still giving 3 years after their first grant; 47% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
90% of North Andover Historical Society's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $197k that is directly attributable, 93% of it comes from Massachusetts funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $1.8M arriving through sponsors registered in 3 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
North Andover Historical Society's revenue grew 19% between 2017 and 2024.
this organization peer median middle 50% of peers· 17,936 arts & culture nonprofits $100k–$1M, FY2024
Government funding North Andover Historical Society receives
Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $29k on record.
- (PP) STATE AID/POL SUB$29k
Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.
Organizations like North Andover Historical Society
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Massachusetts
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
70% of spending goes to programs.
Governance
Public support
88%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Part of a family of 2 related entities
- Brick Store Company in Andover North Parish · exempt
- Center Realty Trust · exempt
Screen this organization
A dated, signed PDF of the compliance screen for North Andover Historical Society: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds North Andover Historical Society?
- North Andover Historical Society (Massachusetts) receives grants from 15 organizations whose IRS filings report $2,003,320 to it, the largest being Community Foundation for Nantucket Inc ($1,487,735). 7 of them have funded it in more than one year, and 90% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does North Andover Historical Society have?
- IRS filings report 15 organizations giving $2,003,320 in grants to North Andover Historical Society, 7 of which have funded it in more than one year.
- Who is the largest funder of North Andover Historical Society?
- Community Foundation for Nantucket Inc is the largest funder on record, with $1,487,735 in grants. The full list of funders is on this page.
- How can an organization like North Andover Historical Society find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Massachusetts. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds North Andover Historical Society →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 15 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing