HISTORICAL SOCIETY OF BERKS COUNTY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HISTORICAL SOCIETY OF BERKS COUNTY (EIN 23-1421917)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202511359349306491
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T11:54:01-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232108173 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RKL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 PICKERING WAY STE 300 | AddressLine1Txt |
| City | EXTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19341 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231421917 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORICAL SOCIETY OF BERKS COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIST | BusinessNameControlTxt |
| Phone | 6103754375 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 CENTRE AVENUE | AddressLine1Txt |
| City | READING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM RESSLER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6103754375 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE E KANE CPA | PreparerPersonNm |
| PTIN | P01275157 | PTIN |
| Phone | 4848742200 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKS HISTORY CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KIM RESSLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 CENTRE AVENUE | AddressLine1Txt |
| City | READING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,697,929 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BERKSHISTORY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1869 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | EDUCATIONAL CENTER THAT SERVES TO ENGAGE AND EXCITE OUR COMMUNITY BY ITS UNIQUE PAST TO FUTURE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 80 | TotalVolunteersCnt |
| Total Gross UBI | $10,715 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,724,130 | PYContributionsGrantsAmt |
| CY Contributions Grants | $716,122 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $192,008 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $134,561 | CYProgramServiceRevenueAmt |
| PY Investment Income | $104,574 | PYInvestmentIncomeAmt |
| CY Investment Income | $190,898 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,956 | PYOtherRevenueAmt |
| CY Other Revenue | $131,925 | CYOtherRevenueAmt |
| PY Total Revenue | $2,027,668 | PYTotalRevenueAmt |
| CY Total Revenue | $1,173,506 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $428,178 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $431,094 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $82,429 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $66,776 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $109,315 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $530,208 | PYOtherExpensesAmt |
| CY Other Expenses | $478,163 | CYOtherExpensesAmt |
| PY Total Expenses | $1,040,815 | PYTotalExpensesAmt |
| CY Total Expenses | $976,033 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $986,853 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $197,473 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,067,619 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,392,245 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $65,799 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $106,025 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,001,820 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,286,220 | NetAssetsOrFundBalancesEOYAmt |
| Mission | BERKS HISTORY CENTER, LEADS THE WAY IN TELLING THE 300-YEAR STORY OF BERKS COUNTY AND ITS PEOPLE, WITH THE AIM OF BUILDING AN UNDERSTANDING OF OUR UNIQUE HISTORY, STRENGTHENING OUR SENSE OF COMMUNITY AND INSPIRING OUR COMMUNITY'S PROGRESS IN THE YEARS TO COME. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $660,210 | ExpenseAmt |
| Revenue | $124,509 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $660,210 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA MINNICH BUSINESS MANAGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6103754375 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 CENTRE AVENUE | AddressLine1Txt |
| City | READING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| FREDERICK SHEELER | ||||||
| PRESIDENT | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LINDA KELLEHER | ||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVE YARNELL | ||||||
| VICE PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KIM RESSLER | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LORI MUHLENBERG | ||||||
| ASSISTANT SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CORRIE CRUPI-ZANA | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES J ADAMS III | ||||||
| MEMBER | 2.00 | Yes (X) | $4,000 | $0 | $0 | |
| BRIAN C ENGELHARDT | ||||||
| ASSISTANT TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DONNA REED | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EDWIN L STOCK ESQ | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRADFORD KISSAM | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD M KOZAK | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHAD SCHLANGER | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ALEX BOLLINGER | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRUCE COHEN | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AMANDA FUNK | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GOURAMA HASSAN | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY OMAHA BOY | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| M CATHERINE SHEARER | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ALAN SHUMAN | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ELAM STOLTZFUS | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BENJAMIN NEELY | ||||||
| EXEC. DIRECTOR | 40.00 | Yes (X) | $91,796 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $95,796 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $30,785 | MembershipDuesAmt |
| Fundraising | $2,593 | FundraisingAmt |
| Government Grants | $20,000 | GovernmentGrantsAmt |
| All Other Contributions | $662,744 | AllOtherContributionsAmt |
| Noncash Contributions | $32,702 | NoncashContributionsAmt |
| Total Contributions | $716,122 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $62,483 | $62,483 | |
| PILGRIMAGES | 611710 | $27,001 | $27,001 | |
| PROGRAM | 900099 | $23,303 | $23,303 | |
| PUBLICATIONS | 513120 | $10,715 | $10,715 | |
| EDUCATION | 611710 | $6,172 | $6,172 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,887 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,887 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $134,561 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $81,697 | TotalRevenueColumnAmt |
| Exclusion | $81,697 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,626,515 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,517,314 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $109,201 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $109,201 | TotalRevenueColumnAmt |
| Exclusion | $109,201 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $3,183 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,593 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $2,019 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,164 | TotalRevenueColumnAmt |
| Exclusion | $1,164 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $5,885 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $5,090 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $795 | TotalRevenueColumnAmt |
| Exclusion | $795 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| EMPLOYEE RENTION CREDIT | 900099 | $124,246 | $124,246 | |
| BAD DEBT RECOVERIES | 900099 | $5,057 | $5,057 | |
| MISCELLANEOUS REVENUE | 900099 | $663 | $663 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $129,966 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,173,506 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $124,509 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $10,715 | UnrelatedBusinessRevenueAmt |
| Exclusion | $322,160 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,837 | TotalAmt |
| Program Services | $29,572 | ProgramServicesAmt |
| Management And General | $22,014 | ManagementAndGeneralAmt |
| Fundraising | $39,251 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,658 | TotalAmt |
| Program Services | $249,619 | ProgramServicesAmt |
| Management And General | $35,039 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,969 | TotalAmt |
| Program Services | $24,969 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,630 | TotalAmt |
| Program Services | $22,604 | ProgramServicesAmt |
| Management And General | $4,738 | ManagementAndGeneralAmt |
| Fundraising | $3,288 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,776 | TotalAmt |
| Fundraising | $66,776 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,552 | TotalAmt |
| Management And General | $16,552 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,979 | TotalAmt |
| Management And General | $48,979 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,263 | TotalAmt |
| Program Services | $11,303 | ProgramServicesAmt |
| Management And General | $3,960 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,154 | TotalAmt |
| Program Services | $9,577 | ProgramServicesAmt |
| Management And General | $9,577 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,501 | TotalAmt |
| Program Services | $32,786 | ProgramServicesAmt |
| Management And General | $6,715 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,658 | TotalAmt |
| Program Services | $115,007 | ProgramServicesAmt |
| Management And General | $5,651 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,054 | TotalAmt |
| Program Services | $50,735 | ProgramServicesAmt |
| Management And General | $27,319 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,026 | TotalAmt |
| Program Services | $41,036 | ProgramServicesAmt |
| Management And General | $3,990 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PUBLISHING COSTS | $37,544 | $18,772 | $18,772 |
| EDUCATION AND PROGRAMS | $27,908 | $27,908 | |
| PILGRIMAGE EXPENSE | $15,933 | $15,933 | |
| LIBRARY COMMITTEE | $7,187 | $7,187 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,404 | TotalAmt |
| Program Services | $3,202 | ProgramServicesAmt |
| Management And General | $3,202 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $976,033 | TotalAmt |
| Program Services | $660,210 | ProgramServicesAmt |
| Management And General | $206,508 | ManagementAndGeneralAmt |
| Fundraising | $109,315 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320 | BOYAmt |
| EOY | $320 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,050,273 | BOYAmt |
| EOY | $1,488,329 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,644 | BOYAmt |
| EOY | $344,129 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,652 | BOYAmt |
| EOY | $26,074 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,271 | BOYAmt |
| EOY | $133,264 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,128,255 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,027,311 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,176,196 | BOYAmt |
| EOY | $1,100,944 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,632,699 | BOYAmt |
| EOY | $2,303,633 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,754,564 | BOYAmt |
| EOY | $4,995,552 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,067,619 | BOYAmt |
| EOY | $10,392,245 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,556 | BOYAmt |
| EOY | $54,053 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,243 | BOYAmt |
| EOY | $51,972 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,799 | BOYAmt |
| EOY | $106,025 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,573,713 | BOYAmt |
| EOY | $6,771,701 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,428,107 | BOYAmt |
| EOY | $3,514,519 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,001,820 | BOYAmt |
| EOY | $10,286,220 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,067,619 | BOYAmt |
| EOY | $10,392,245 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $197,473 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $18,135 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $68,792 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $467,929 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $593,490 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $514,931 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,724,130 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $716,122 | CurrentTaxYearAmt |
| Total | $4,016,602 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $108,098 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,337 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $129,317 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $180,480 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $123,846 | CurrentTaxYearAmt |
| Total | $616,078 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,196 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,112 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,440 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,762 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,833 | CurrentTaxYearAmt |
| Total | $81,343 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $605,223 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $680,939 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $655,688 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,913,372 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $858,801 | CurrentTaxYearAmt |
| Total | $4,714,023 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,963 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,782 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,805 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,283 | CurrentTaxYearAmt |
| Total | $124,533 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,963 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,782 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,805 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,283 | CurrentTaxYearAmt |
| Total | $124,533 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $4,589,490 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,789 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,047 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,369 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71,574 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $205,943 | CurrentTaxYearAmt |
| Total | $458,722 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,789 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,047 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,369 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71,574 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $205,943 | CurrentTaxYearAmt |
| Total | $458,722 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $11,015 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $950 | CurrentTaxYearAmt |
| Total | $11,965 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $319 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $110 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,941 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,746 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $663 | CurrentTaxYearAmt |
| Total | $11,779 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $651,331 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $749,096 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $729,998 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,999,707 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,066,357 | CurrentTaxYearAmt |
| Total | $5,196,489 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.88320 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91210 | PublicSupportPY509Pct |
| Investment Income CY | 0.08830 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06130 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $3,528,434 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,700,201 | BeginningYearBalanceAmt |
| Contributions | $5,000 | ContributionsAmt |
| Investment Earnings Or Losses | $798,988 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $159,640 | OtherExpendituresAmt |
| End Year Balance | $2,344,549 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,699,436 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $765 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,700,201 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,698,680 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $756 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,699,436 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,689,910 | BeginningYearBalanceAmt |
| Contributions | $6,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,770 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,698,680 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,682,119 | BeginningYearBalanceAmt |
| Contributions | $7,000 | ContributionsAmt |
| Investment Earnings Or Losses | $791 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,689,910 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.72996 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.27004 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $169,680 | OtherCostOrOtherBasisAmt |
| Book Value | $169,680 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,516,383 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,597,338 | DepreciationAmt |
| Book Value | $919,045 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $442,192 | OtherCostOrOtherBasisAmt |
| Depreciation | $429,973 | DepreciationAmt |
| Book Value | $12,219 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,100,944 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| MUSEUM AND LIBRARY COLLECTION | $3,528,434 |
| BENEFICIAL INTERESTS IN PERPETUAL TRUSTS | $1,202,407 |
| CASH SURRENDER VALUE OF LIFE INSURANCE | $35,158 |
| BENEFICIAL INTERESTS IN CHARITABLE TRUSTS | $57,357 |
| CONSTRUCTION IN PROGRESS | $172,196 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,995,552 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,230,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $18,135 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $75,901 | OtherRevenueAmt |
| Revenue Not Reported | $94,036 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,135,964 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $16,552 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $20,990 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $37,542 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,173,506 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $945,600 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $7,109 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $7,109 | ExpensesNotReportedAmt |
| Expenses Subtotal | $938,491 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $16,552 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $20,990 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $37,542 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $976,033 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2024 AND 2023, 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 2021. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD (INCLUDED IN LINE 10B) 5,090. DIRECT FUNDRAISING EXPENSES (LINE 8B) 2,019. CHANGE IN PERPETUAL TRUSTS 63,218. APPRECIATION IN CSV LIFE INS 799. CHANGE IN BENEFICIAL INTEREST IN TRUST 4,775. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | PILGRIMAGE EXPENSES 15,933. BAD DEBT RECOVERIES 5,057. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD (INCLUDED IN LINE 10B) 5,090. DIRECT FUNDRAISING EXPENSES (LINE 8B) 2,019. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | PILGRIMAGE EXPENSES 15,933. BAD DEBT RECOVERIES 5,057. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD R BLAIN & ASSOCIATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 MASSACHUSETTS AVENUE | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAPITAL CAMPAIGN, MAJOR GIFT SOLICITATION, COMMUNITY-WIDE FU | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $66,157 | RetainedByContractorAmt |
| Net To Organization | -$66,157 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $66,157 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$66,157 | TotalNetToOrganizationAmt |
| Licensed States | PA | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $104,162 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 63,218. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE 799. CHANGE IN BENEFICIAL INTEREST IN TRUST 4,775. |
| 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. |
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