HISTORICAL SOCIETY OF BERKS COUNTY: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HISTORICAL SOCIETY OF BERKS COUNTY (EIN 23-1421917)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-14
- IRS object ID
- 201921349349307472
- Schema version
- 2017v2.3
- 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 | 2019-05-14T14:47:02-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 | 1330 BROADCASTING ROAD PO BOX 7008 | AddressLine1Txt |
| City | WYOMISSING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 196106008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | 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 | SIME BERTOLET | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6103754375 | PhoneNum |
| Signature | 2019-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN B CARMAN CPA | PreparerPersonNm |
| PTIN | P01266253 | PTIN |
| Phone | 6103761595 | PhoneNum |
| Preparation | 2019-05-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.203.63.190 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 10:43:56 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 037D3926E2108582D1778329FE909A42D9E15EED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | 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 | JAMES MICHALAK | 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 | $818,068 | 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 | THE BERKS HISTORY CENTER IS AN EDUCATIONAL CENTER THAT SERVES TO ENGAGE AND EXCITE OUR COMMUNITY BY INTERPRETING ITS UNIQUE PAST TO UNDERSTAND THE PRESENT AND INSPIRE THE FUTURE. THIS ALLOWS OUR ORGANIZATION TO BE A MAJOR CULTURAL MAGNET THAT DRAWS TOURISTS AND VISITORS TO OUR COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 80 | TotalVolunteersCnt |
| Total Gross UBI | $5,685 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$974 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,069,338 | PYContributionsGrantsAmt |
| CY Contributions Grants | $363,590 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $143,289 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $162,463 | CYProgramServiceRevenueAmt |
| PY Investment Income | $103,215 | PYInvestmentIncomeAmt |
| CY Investment Income | $88,454 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,003 | PYOtherRevenueAmt |
| CY Other Revenue | $9,031 | CYOtherRevenueAmt |
| PY Total Revenue | $1,316,845 | PYTotalRevenueAmt |
| CY Total Revenue | $623,538 | 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 | $292,660 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $324,404 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $38,005 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $444,078 | PYOtherExpensesAmt |
| CY Other Expenses | $398,252 | CYOtherExpensesAmt |
| PY Total Expenses | $736,738 | PYTotalExpensesAmt |
| CY Total Expenses | $722,656 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $580,107 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$99,118 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,167,646 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,178,528 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $82,118 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $85,751 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,085,528 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,092,777 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE BERKS HISTORY CENTER IS AN EDUCATIONAL CENTER THAT SERVES TO ENGAGE AND EXCITE OUR COMMUNITY BY INTERPRETING ITS UNIQUE PAST TO UNDERSTAND THE PRESENT AND INSPIRE THE FUTURE. THIS ALLOWS OUR ORGANIZATION TO BE A MAJOR CULTURAL MAGNET THAT DRAWS TOURISTS AND VISITORS TO OUR COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $562,840 | ExpenseAmt |
| Revenue | $156,778 | 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 AND HENRY JANSSEN LIBRARY PROVIDE 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 | $562,840 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | 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 | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 9 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | AMY SMITH FINANCIAL SECRETARY | 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 (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SUSAN YATRON | ||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRISTOPHER HARTMAN | ||||||
| VICE-PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JODI GIBBLE | ||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES A MICHALAK | ||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICHARD ANDRONE | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN S BARNHARDT | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| FOREST CRIGLER | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KARL E HARMAN | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BETH HARTMAN | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BARRY KAUFFMAN | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CRAIG LUTZ | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| THERESE A MASKULKA | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SHAWN P MOLIATU | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES T MOYER | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN E MUIR | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD POLITYKA | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ERNIE POST | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AMY RESH | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KATHERINE P RESTREPO | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CATHERINE SHEARER | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EDWIN L STOCK ESQ | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| FLOYD TURNER | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT WERT | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MONICA WILLETT | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PETER N ZACHARIAS | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT ZUIDEMA | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SIME BERTOLET | ||||||
| EXEC. DIRECTOR | 40.00 | Yes (X) | $65,637 | $0 | $12,441 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $65,637 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $12,441 | 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 | $49,770 | MembershipDuesAmt |
| Fundraising | $31,112 | FundraisingAmt |
| Government Grants | $43,784 | GovernmentGrantsAmt |
| All Other Contributions | $238,924 | AllOtherContributionsAmt |
| Total Contributions | $363,590 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PILGRIMAGES | 611710 | $67,900 | $67,900 | |
| MEMBERSHIP DUES | 900099 | $67,234 | $67,234 | |
| LIBRARY | 713990 | $10,687 | $10,687 | |
| PUBLICATIONS | 511120 | $5,685 | $5,685 | |
| PROGRAM | 900099 | $5,174 | $5,174 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,783 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,783 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $162,463 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,859 | TotalRevenueColumnAmt |
| Exclusion | $18,859 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $248,369 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $178,774 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $69,595 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,595 | TotalRevenueColumnAmt |
| Exclusion | $69,595 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $13,458 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $31,112 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $11,913 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,545 | TotalRevenueColumnAmt |
| Exclusion | $1,545 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $11,329 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,843 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,486 | TotalRevenueColumnAmt |
| Exclusion | $7,486 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $623,538 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $156,778 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,685 | UnrelatedBusinessRevenueAmt |
| Exclusion | $97,485 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,346 | TotalAmt |
| Program Services | $29,881 | ProgramServicesAmt |
| Management And General | $17,931 | ManagementAndGeneralAmt |
| Fundraising | $34,534 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,663 | TotalAmt |
| Program Services | $148,806 | ProgramServicesAmt |
| Management And General | $53,857 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,185 | TotalAmt |
| Program Services | $11,576 | ProgramServicesAmt |
| Management And General | $609 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,210 | TotalAmt |
| Program Services | $16,617 | ProgramServicesAmt |
| Management And General | $7,122 | ManagementAndGeneralAmt |
| Fundraising | $3,471 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,685 | TotalAmt |
| Management And General | $10,685 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,268 | TotalAmt |
| Management And General | $1,268 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $947 | TotalAmt |
| Program Services | $947 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,308 | TotalAmt |
| Program Services | $12,654 | ProgramServicesAmt |
| Management And General | $12,654 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,586 | TotalAmt |
| Program Services | $3,806 | ProgramServicesAmt |
| Management And General | $780 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,880 | TotalAmt |
| Program Services | $92,306 | ProgramServicesAmt |
| Management And General | $4,574 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,417 | TotalAmt |
| Program Services | $115,417 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,004 | TotalAmt |
| Program Services | $16,004 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PILGRIMAGE EXPENSE | $51,524 | $51,524 | |
| EDUCATION AND PROGRAMS | $40,102 | $40,102 | |
| PUBLISHING COSTS | $24,662 | $12,331 | $12,331 |
| MISCELLANEOUS EXPESE | $6,535 | $6,535 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,334 | TotalAmt |
| Program Services | $4,334 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $722,656 | TotalAmt |
| Program Services | $562,840 | ProgramServicesAmt |
| Management And General | $121,811 | ManagementAndGeneralAmt |
| Fundraising | $38,005 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360 | BOYAmt |
| EOY | $320 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,191 | BOYAmt |
| EOY | $202,724 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,007 | BOYAmt |
| EOY | $29,981 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,411 | BOYAmt |
| EOY | $35,868 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,080,270 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,458,649 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,718,401 | BOYAmt |
| EOY | $1,621,621 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,779,686 | BOYAmt |
| EOY | $1,904,082 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,377,590 | BOYAmt |
| EOY | $5,383,932 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,167,646 | BOYAmt |
| EOY | $9,178,528 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,620 | BOYAmt |
| EOY | $22,507 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,175 | BOYAmt |
| EOY | $54,437 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,323 | BOYAmt |
| EOY | $8,807 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,118 | BOYAmt |
| EOY | $85,751 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,378,958 | BOYAmt |
| EOY | $5,336,680 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $925,612 | BOYAmt |
| EOY | $931,656 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,780,958 | BOYAmt |
| EOY | $2,824,441 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,085,528 | BOYAmt |
| EOY | $9,092,777 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,167,646 | BOYAmt |
| EOY | $9,178,528 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$99,118 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $76,100 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $30,267 | 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 | $525,154 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $482,464 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $348,074 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,069,338 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $363,590 | CurrentTaxYearAmt |
| Total | $2,788,620 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $156,992 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $130,631 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $164,553 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $134,754 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $156,778 | CurrentTaxYearAmt |
| Total | $743,708 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,857 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,183 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $82,945 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,137 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,787 | CurrentTaxYearAmt |
| Total | $248,909 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $734,003 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $666,278 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $595,572 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,240,229 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $545,155 | CurrentTaxYearAmt |
| Total | $3,781,237 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,402 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,885 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,838 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,818 | CurrentTaxYearAmt |
| Total | $111,747 | 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 | $65,402 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,885 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,838 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,818 | CurrentTaxYearAmt |
| Total | $111,747 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $3,669,490 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,695 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $78,067 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,065 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,628 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,859 | CurrentTaxYearAmt |
| Total | $194,314 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,695 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $78,067 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,065 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,628 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,859 | CurrentTaxYearAmt |
| Total | $194,314 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,366 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,468 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $868 | CurrentTaxYearMinus1YearAmt |
| Total | $5,702 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $773,698 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $745,711 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $629,105 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,268,725 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $564,014 | CurrentTaxYearAmt |
| Total | $3,981,253 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92170 | PublicSupportCY509Pct |
| Public Support PY509 | 0.90320 | PublicSupportPY509Pct |
| Investment Income CY | 0.04880 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05060 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $3,483,434 | 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 | $1,658,396 | BeginningYearBalanceAmt |
| Contributions | $17,000 | ContributionsAmt |
| Investment Earnings Or Losses | $860 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,676,256 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,652,154 | BeginningYearBalanceAmt |
| Contributions | $5,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,242 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,658,396 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,678,286 | BeginningYearBalanceAmt |
| Contributions | $5,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$29,897 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,235 | AdministrativeExpensesAmt |
| End Year Balance | $1,652,154 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,609,617 | BeginningYearBalanceAmt |
| Contributions | $7,000 | ContributionsAmt |
| Investment Earnings Or Losses | $64,835 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $3,166 | AdministrativeExpensesAmt |
| End Year Balance | $1,678,286 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,389,291 | BeginningYearBalanceAmt |
| Contributions | $12,000 | ContributionsAmt |
| Investment Earnings Or Losses | $255,785 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $46,188 | OtherExpendituresAmt |
| Administrative Expenses | $1,271 | AdministrativeExpensesAmt |
| End Year Balance | $1,609,617 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | 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 | $3,431,126 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,000,351 | DepreciationAmt |
| Book Value | $1,430,775 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $479,464 | OtherCostOrOtherBasisAmt |
| Depreciation | $458,298 | DepreciationAmt |
| Book Value | $21,166 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,621,621 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| MUSEUM AND LIBRARY COLLECTION | $3,483,434 |
| BENEFICIAL INTERESTS IN PERPETUAL TRUSTS | $1,148,185 |
| CASH SURRENDER VALUE OF LIFE INSURANCE | $28,414 |
| BENEFICIAL INTERESTS IN CHARITABLE TRUSTS | $723,899 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,383,932 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO 1776 CLUB | $282 |
| DUE TO TRUST BENEFICIARY | $8,525 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,807 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $720,008 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $76,100 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $27,139 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $46,023 | OtherRevenueAmt |
| Revenue Not Reported | $149,262 | RevenueNotReportedAmt |
| Revenue Subtotal | $570,746 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,268 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $51,524 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $52,792 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $623,538 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $712,759 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $27,139 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $15,756 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $42,895 | ExpensesNotReportedAmt |
| Expenses Subtotal | $669,864 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $52,792 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $52,792 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $722,656 | 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 MAY BE 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 STATEMENTS OF ACTIVITIES. FOR THE YEARS ENDED JUNE 30, 2018 AND 2017, THERE WAS NO ACCRUAL FOR THE PAYMENT OF PENALTIES AND INTEREST. WHEN TAX RETURNS ARE FILED, IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD ULTIMATELY BE SUSTAINED. THE BENEFIT OF A TAX POSITION IS RECOGNIZED IN THE FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. TAX POSITIONS TAKEN ARE NOT OFFSET OR AGGREGATED WITH OTHER POSITIONS. TAX POSITIONS THAT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50% LIKELY OF BEING REALIZED UPON SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITY. THE PORTION OF THE BENEFITS ASSOCIATED WITH TAX POSITIONS TAKEN THAT EXCEEDS THE AMOUNT MEASURED AS DESCRIBED ABOVE IS REFLECTED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. THE SOCIETY FILES TAX RETURNS IN THE U. S. FEDERAL JURISDICTION. THE SOCIETY'S INCOME TAX RETURNS ARE NOT SUBJECT TO EXAMINATION THROUGH THE YEAR ENDED JUNE 30, 2014. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD (INCLUDED IN LINE 10B) 3,843. DIRECT FUNDRAISING EXPENSES (LINE 8B) 11,913. CHANGE IN PERPETUAL TRUSTS 25,623. APPRECIATION IN CSV LIFE INS 860. CHANGE IN BENEFICIAL INTEREST IN TRUST 3,784. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | PILGRIMAGE EXPENSES 51,524. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD (INCLUDED IN LINE 10B) 3,843. DIRECT FUNDRAISING EXPENSES (LINE 8B) 11,913. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES 1,268. PILGRIMAGE EXPENSES 51,524. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | TOUR | Event1Nm |
| Gross Receipts Event1 | $23,441 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $18,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $5,441 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $1,250 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $3,466 | OtherDirectExpensesEvent1Amt |
| Event2 | ANNUAL FUNDRAISER | Event2Nm |
| Gross Receipts Event2 | $21,129 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $13,112 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $8,017 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $7,197 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $44,570 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $31,112 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $13,458 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $1,250 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $10,663 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $11,913 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $1,545 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 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 2 | BETH HARTMAN AND CHRIS HARTMAN - BETH AND CHRIS ARE BROTHER-IN-LAW AND SISTER-IN-LAW. |
| 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 | AMY SMITH 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 25,623. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE 860. CHANGE IN BENEFICIAL INTEREST IN TRUST 3,784. |
| 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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