HIGHLANDS HISTORICAL SOCIETY: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HIGHLANDS HISTORICAL SOCIETY (EIN 23-1979461)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-13
IRS object ID
202211339349200041
Schema version
2020v4.2
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

FieldValueIRS element (for citing)
Return2022-05-13T08:17:03-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN231980475PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KREISCHER MILLERBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 WITMER ROAD SUITE 350AddressLine1Txt
CityHORSHAMCityNm
State AbbreviationPAStateAbbreviationCd
ZIP190442369ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231979461EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HIGHLANDS HISTORICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHIGHBusinessNameControlTxt
Phone2156412687PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17001 SHEAFF LANEAddressLine1Txt
CityFORT WASHINGTONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19034ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSE RAMOSPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2156412687PhoneNum
Signature2022-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOSEPersonFirstNm
Person LastRAMOSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER M PEKULAPreparerPersonNm
PTINP00734965PTIN
Phone2154414600PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressWWW.HIGHLANDSHISTORICAL.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$60,662GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$2,200ContributionsGiftsGrantsEtcAmt
Program Service Revenue$16,541ProgramServiceRevenueAmt
Membership Dues$12,070MembershipDuesAmt
Investment Income$29,851InvestmentIncomeAmt
Total Revenue$60,662TotalRevenueAmt
Salaries Other Comp Empl Bnft$47,303SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$17,749FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$12,648OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$110PrintingPublicationsPostageAmt
Other Expenses Total$46,208OtherExpensesTotalAmt
Total Expenses$124,018TotalExpensesAmt
Excess Or Deficit For Year-$63,356ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$265,432NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$519OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$202,595NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$24,980BOYAmt
EOY$18,847EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$249,949BOYAmt
EOY$216,009EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$274,929BOYAmt
EOY$234,856EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,497BOYAmt
EOY$32,261EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$265,432BOYAmt
EOY$202,595EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO ENHANCE AND PROTECT THE HISTORICAL NATURE OF THE MANSION AND GROUNDS AND PROMOTE PUBLIC INTEREST IN THE PRESERVATION OF THE HISTORICAL STRUCTURE.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomIN ACCORDANCE WITH THE MISSION TO ENHANCE AND PROTECT THE HISTORICAL SITE, THE HIGHLANDS HISTORICAL SOCIETY (THE SOCIETY): (1) CONDUCTS TOURS OF THE MANSION AND GARDENS, TELLING THE STORY OF THE DEVELOPMENT OF THE PROPERTY AND THE THREE INTRIGUING FAMILES WHO LIVED AT THE HIGHLANDS FROM 1796 TO 1970; (2) PROVIDES EDUCATIONAL PROGRAMS CUSTOMIZED TO SUIT ANY PARTICULAR GRADE LEVEL AND THE PROGRAMS MEET STATE EDUCATIONAL STANDARDS; (3) SERVES AS A VENUE FOR PRIVATE RENTALS TO RAISE FUNDS TO SUPPORT THE PRESERVATION OF THE HIGHLANDS. THE SOCIETY IS ALSO RESTORING THE 2-ACRE FORMAL GARDEN, KNOWN AS THE SINKLER GARDEN, TO ITS APPEARANCE C. 1925-1935.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$96,734ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$96,734TotalProgramServiceExpensesAmt
Info In Schedule O Part IVYes (X)InfoInScheduleOPartIVInd

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHANNA WALTERS
PRESIDENT1.00$0$0$0
EDMOND SHINN
VICE PRESIDENT1.00$0$0$0
JOSE RAMOS
TREASURER1.00$0$0$0
WILLIAM THOMPSON
SECRETARY1.00$0$0$0
KATIE MOULTON
BOARD MEMBER1.00$0$0$0
SUZANNE BUSH
BOARD MEMBER1.00$0$0$0
PAUL KELLEY III
BOARD MEMBER1.00$0$0$0
DEE HILLAS
BOARD MEMBER1.00$0$0$0
WENDIE STEFFENS
BOARD MEMBER1.00$0$0$0
LORI GRISWOLD
BOARD MEMBER1.00$0$0$0
GEORGE TYNDALL
BOARD MEMBER1.00$0$0$0
GEORGE ANTHONY SMITH JR
BOARD MEMBER1.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line17001 SHEAFF LANEAddressLine1Txt
CityFORT WASHINGTONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19034ZIPCd
FieldValueIRS element (for citing)
Phone2156412687PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$38,877CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$47,057CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$53,529CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,348CurrentTaxYearMinus1YearAmt
Current Tax Year$30,811CurrentTaxYearAmt
Total$205,622TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$38,877CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$47,057CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$53,529CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,348CurrentTaxYearMinus1YearAmt
Current Tax Year$30,811CurrentTaxYearAmt
Total$205,622TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$205,622PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$38,877CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$47,057CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$53,529CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$38,879CurrentTaxYearMinus1YearAmt
Current Tax Year$29,851CurrentTaxYearAmt
Total$208,193TotalAmt
FieldValueIRS element (for citing)
Total Support$413,815TotalSupportAmt
Public Support CY1700.49690PublicSupportCY170Pct
Public Support PY1700.49590PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INVESTMENT INCOME. AMOUNT: 29,851.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: ADVERTISING. AMOUNT: 200. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 1,581. DESCRIPTION: INSURANCE. AMOUNT: 10,970. DESCRIPTION: REPAIRS. AMOUNT: 5,910. DESCRIPTION: BANK FEES. AMOUNT: 134. DESCRIPTION: CERTIFICATION AND INSPECTION. AMOUNT: 423. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 4,680. DESCRIPTION: MISCELLANEOUS. AMOUNT: 47. DESCRIPTION: DEPRECIATION. AMOUNT: 75. DESCRIPTION: LANSCAPING CARE. AMOUNT: 22,188. TOTAL TO FORM 990-EZ, LINE 16: 46,208.
FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETSDESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: 519.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 1,416. END OF YEAR AMOUNT: 1,416. DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 177,350. END OF YEAR AMOUNT: 143,485. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 71,183. END OF YEAR AMOUNT: 71,108.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 2,084. END OF YEAR AMOUNT: 12,941. DESCRIPTION: OTHER LIABILITIES. BEG. OF YEAR AMOUNT: 7,413. END OF YEAR AMOUNT: 10,953. DESCRIPTION: UNSECURED LOANS - PPP. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 8,367.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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