2026-05-14T09:05:59-05:00 2025-06-30 232108173 RKL LLP 102 PICKERING WAY STE 300 EXTON PA 19341 990 2024-07-01 231421917 HISTORICAL SOCIETY OF BERKS COUNTY HIST 6103754375 940 CENTRE AVENUE READING PA 19601 FRED SHEELER PRESIDENT 6103754375 2026-05-13 1 0 STEPHANIE E KANE CPA P01275157 4848742200 2026-05-13 2024 2025-03-06 01:10:19Z BERKS HISTORY CENTER FRED SHEELER 940 CENTRE AVENUE READING PA 19601 642044 0 X WWW.BERKSHISTORY.ORG X 1869 PA EDUCATIONAL CENTER THAT SERVES TO ENGAGE AND EXCITE OUR COMMUNITY BY ITS UNIQUE PAST TO FUTURE. 20 20 6 70 0 0 716122 298358 134561 143243 190898 131385 131925 58732 1173506 631718 0 0 0 0 431094 449168 66776 63814 113028 478163 477278 976033 990260 197473 -358542 10392245 10294641 106025 166539 10286220 10128102 BERKS HISTORY CENTER LEADS THE WAY IN TELLING THE UNIQUE STORY OF BERKS COUNTY & ITS DIVERSE PEOPLE, WITH THE AIM OF BUILDING AN INCLUSIVE UNDERSTANDING OF OUR IMPACT ON NATIONAL HISTORY, STRENGTHENING OUR COMMUNITY & INSPIRING AUDIENCES NOW & IN THE FUTURE. 0 0 580481 151229 HISTORIC PRESERVATION AND EXHIBITING OF 3 DIMENTIONAL ARTIFACTS THAT DEPICTS THE HISTORIC LEGACY OF BERKS COUNTY. THE PRESERVATION OF HISTORIC RECORDS RELATING TO BERKS COUNTY WITH THE INTENT OF MAKING THEM AVAILABLE TO THE COMMUNITY AND THOSE THAT VISIT FROM ALL 50 STATES AND ABROAD. THE BERKS HISTORY CENTER PROVIDES EDUCATIONAL OPPORTUNITIES FOR ALL AGES RELATING TO THE HISTORY AND CULTURE OF BERKS COUNTY AND ITS PEOPLE, CARRIED OUT THROUGH A DIVERSE SELECTION OF PROGRAMS, MUSEUM EXHIBITS, ITS LIBRARY, AND ITS QUARTERLY JOURNAL. 580481 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 6 0 1 6 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X THE ORGANIZATION 6103754375 940 CENTRE AVENUE READING PA 19601 FREDERICK SHEELER PRESIDENT 8.00 X X 0 0 0 STEVE YARNELL VICE PRESIDENT 2.00 X X 0 0 0 LINDA KELLEHER SECRETARY 2.00 X X 0 0 0 KIM RESSLER TREASURER 4.00 X X 0 0 0 LORI MUHLENBERG ASSISTANT SECRETARY 2.00 X X 0 0 0 BRIAN C ENGELHARDT ASSISTANT TREASURER 3.00 X X 0 0 0 CORRIE CRUPI-ZANA MEMBER 2.00 X 0 0 0 CHARLES J ADAMS III MEMBER 2.00 X 4000 0 0 DONNA REED MEMBER 2.00 X 0 0 0 EDWIN L STOCK ESQ MEMBER 2.00 X 0 0 0 BRADFORD KISSAM MEMBER 3.00 X 0 0 0 RONALD M KOZAK MEMBER 2.00 X 0 0 0 CHAD SCHLANGER MEMBER 2.00 X 0 0 0 ALEX BOLLINGER MEMBER 2.00 X 0 0 0 BRUCE COHEN MEMBER 2.00 X 0 0 0 AMANDA FUNK MEMBER 2.00 X 0 0 0 HASSAN GOURAMA MEMBER 2.00 X 0 0 0 NANCY OMAHA BOY MEMBER 2.00 X 0 0 0 M CATHERINE SHEARER MEMBER 2.00 X 0 0 0 ALAN SHUMAN MEMBER 8.00 X 0 0 0 ELAM STOLTZFUS MEMBER 2.00 X 0 0 0 BENJAMIN NEELY EXEC. DIRECTOR 40.00 X 93728 0 0 97728 0 0 0 0 0 0 0 3303 36502 258553 298358 MEMBERSHIP DUES 900099 57977 57977 PILGRIMAGES 611710 45873 45873 PROGRAM 900099 34211 34211 MUSEUM 900099 2310 2310 LIBRARY 713990 1712 1712 1160 1160 143243 111963 111963 19422 0 19422 19422 19422 4056 3303 1037 3019 3019 13329 9289 4040 4040 MISCELLANEOUS REVENUE 900099 28348 7986 20362 BAD DEBT RECOVERIES 900099 23325 23325 51673 631718 151229 0 182131 92864 30079 22521 40264 305552 204338 95571 5643 22756 21128 1628 27996 16216 8473 3307 63814 63814 13890 13890 77407 77407 12835 12193 642 23494 11747 11747 44080 36586 7494 112067 103978 8089 73481 47763 25718 PUBLISHING COSTS 35825 17913 17912 EDUCATION AND PROGRAMS 30876 30876 PILGRIMAGE EXPENSE 29932 29932 LIBRARY COMMITTEE 12072 12072 11319 5660 5659 990260 580481 296751 113028 320 544 1488329 1474921 344129 134208 26074 27926 133264 28004 4128255 3100792 1100944 1027463 2303633 2509122 4995552 5092453 10392245 10294641 54053 112386 51972 54153 106025 166539 X 6771701 7470207 3514519 2657895 10286220 10128102 10392245 10294641 X -358542 148322 52102 X X 0 1 X 1 0 X 593490 514931 1724130 716122 298358 3847031 74337 129317 180480 123846 143243 651223 13112 11440 8762 18833 17385 69532 680939 655688 1913372 858801 458986 4567786 9782 13805 16700 26283 29275 95845 0 9782 13805 16700 26283 29275 95845 4471941 68047 67369 71574 205943 111963 524896 68047 67369 71574 205943 111963 524896 11015 950 507 12472 110 6941 3746 663 7986 19446 749096 729998 1999707 1066357 579442 5124600 0.87260 0.88320 0.10240 0.08830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 3528434 X X X X 0 2344549 334865 27897 352300 2355011 1700201 5000 798988 159640 2344549 1699436 765 1700201 1698680 756 1699436 1689910 6000 2770 1698680 0.89972 0.10028 0.00000 0 0 169680 169680 3516383 2666954 849429 442192 433838 8354 1027463 MUSEUM AND LIBRARY COLLECTION 3528434 BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 925521 CASH SURRENDER VALUE OF LIFE INSURANCE 33980 BENEFICIAL INTERESTS IN CHARITABLE TRUSTS 57658 CONSTRUCTION IN PROGRESS 546860 5092453 X 775321 148322 62428 210750 564571 13890 53257 67147 631718 933439 10326 10326 923113 13890 53257 67147 990260 PART III, LINE 4: THE HSBC HAS A VAST COLLECTION OF OBJECTS, PAINTINGS, BOOKS, AND PHOTOGRAPHS WHICH ARE PART OF THE HISTORY OF BERKS COUNTY. THE MUSEUM AND LIBRARY ARE AVAILABLE TO THE PUBLIC. THIS COLLECTION HELPS TO PRESERVE THE HISTORY OF BERKS COUNTY AND TO PROVIDE LEARNING OPPORTUNITIES FOR THE PUBLIC. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS WILL BE USED TO PROVIDE SUPPORT TO PROGRAM SERVICES. PART X, LINE 2: AS A NOT-FOR-PROFIT ORGANIZATION, THE SOCIETY IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SOCIETY IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON UNRELATED BUSINESS INCOME. THE SOCIETY RECOGNIZES PENALTIES AND INTEREST ACCRUED RELATED TO INCOME TAX LIABILITIES IN THE PROVISION (BENEFIT) FOR INCOME TAXES IN ITS STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS. FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, THERE WAS NO ACCRUAL FOR THE PAYMENT OF PENALTIES AND INTEREST. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE SOCIETY, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE SOCIETY HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE SOCIETY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD (INCLUDED IN LINE 10B) 9,289. DIRECT FUNDRAISING EXPENSES (LINE 8B) 1,037. CHANGE IN PERPETUAL TRUSTS 52,979. APPRECIATION IN CSV LIFE INS -1,178. CHANGE IN BENEFICIAL INTEREST IN TRUST 301. PART XI, LINE 4B - OTHER ADJUSTMENTS: PILGRIMAGE EXPENSES 29,932. BAD DEBT RECOVERIES 23,325. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD (INCLUDED IN LINE 10B) 9,289. DIRECT FUNDRAISING EXPENSES (LINE 8B) 1,037. PART XII, LINE 4B - OTHER ADJUSTMENTS: PILGRIMAGE EXPENSES 29,932. BAD DEBT RECOVERIES 23,325. X X X X X 1 RICHARD R BLAIN & ASSOCIATES 30 MASSACHUSETTS AVENUE NORTH ANDOVER MA 01845 CAPITAL CAMPAIGN, MAJOR GIFT SOLICITATION, COMMUNITY-WIDE FU 0 0 59953 -59953 59953 -59953 PA SCHEDULE G, PART I, LINE 2B, COLUMN (V) A SIGNED AGREEMENT FOR 16 MONTHS OF $4,875 MONTHLY PAYMENTS TO ASSIST WITH CAPITAL CAMPAIGN, MAJOR DONOR SOLICIATION AND COMMUNITY WIDE SOLITICATIONS BEGINNING APRIL 2022. FORM 990, PART V, LINE 1C THE ORGANIZATION DID NOT HAVE ANY INSTANCES WHERE BACKUP WITHHOLDING WAS REQUIRED; HOWEVER, IF THE SITUATION WOULD ARISE, THE ORGANIZATION IS AWARE OF THE REPORTING REQUIREMENTS AND WOULD HANDLE THAT ACCORDINGLY. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS THAT HAVE THE RIGHT TO ELECT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE ORGANIZATION IN GOOD STANDING HAVE THE RIGHT TO ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B LISA MINNICH PASSES A COPY OF THIS 990 ELECTRONICALLY ONTO THE BOARD FOR REVIEW AND DISCUSSION BEFORE FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY WAS REVIEWED BY THE NOMINATING/TRUSTEESHIP COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 FINANCE AND PERSONNEL COMMITTEE REVIEW AND APPROVE COMPENSATION FOR EXECUTIVE DIRECTOR AND EXECUTIVE DIRECTOR ANNUALLY REVIEWS STAFF. FORM 990, PART VI, SECTION C, LINE 18 UPON REQUEST, FORM 990 AND AUDITED FINANCIAL REPORTS ARE AVAILABLE FOR REVIEW AT OUR OFFICE. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW AT OUR OFFICE. FORM 990, PART XI, LINE 9: CHANGE IN PERPETUAL TRUST 52,979. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE -1,178. CHANGE IN BENEFICIAL INTEREST IN TRUST 301. FORM 990, PART XI, LINE 2C THE OVERSIGHT PROCESS OF THE AUDIT OF FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEARS.