2018-05-14T12:38:39-05:00 2017-06-30 232108173 RKL LLP 1330 BROADCASTING ROAD PO BOX 7008 WYOMISSING PA 196106008 990 2016-07-01 231421917 HISTORICAL SOCIETY OF BERKS COUNTY HIST 6103754375 940 CENTRE AVENUE READING PA 19601 SIME BERTOLET EXEC. DIRECTOR 6103754375 2018-05-14 1 ALAN B CARMAN P01266253 6103761595 2018-05-14 2016 2022-09-23 18:48:47Z BERKS HISTORY CENTER JAMES MICHALAK 940 CENTRE AVENUE READING PA 19601 1883663 0 X WWW.BERKSHISTORY.ORG X 1869 PA 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. 19 19 10 80 8535 0 348074 1069338 172565 143289 -275510 103215 27692 1003 272821 1316845 0 0 0 0 340548 292660 0 0 36066 465261 444078 805809 736738 -532988 580107 8417687 9167646 107367 82118 8310320 9085528 X 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. 0 0 579022 135622 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. 579022 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 8 0 1 10 1 1 1 0 0 0 0 1 1 0 0 0 0 X 19 19 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X AMY SMITH FINANCIAL SECRETARY 6103754375 940 CENTRE AVENUE READING PA 19601 SUSAN YATRON PRESIDENT 10.00 X X 0 0 0 CHRISTOPHER HARTMAN VICE-PRESIDENT 4.00 X X 0 0 0 SHAWN P MOLIATU TREASURER 4.00 X X 0 0 0 JODI GIBBLE SECRETARY 4.00 X X 0 0 0 RICHARD ANDRONE MEMBER 2.00 X 0 0 0 FOREST CRIGLER MEMBER 2.00 X 0 0 0 KARL E HARMAN MEMBER 2.00 X 0 0 0 BETH HARTMAN MEMBER 2.00 X 0 0 0 CRAIG LUTZ MEMBER 2.00 X 0 0 0 THERESE A MASKULKA MEMBER 2.00 X 0 0 0 JAMES A MICHALAK MEMBER 2.00 X 0 0 0 JAMES T MOYER MEMBER 2.00 X 0 0 0 JOHN E MUIR MEMBER 2.00 X 0 0 0 AMY RESH MEMBER 2.00 X 0 0 0 KATHERINE P RESTREPO MEMBER 2.00 X 0 0 0 CATHERINE SHEARER MEMBER 2.00 X 0 0 0 SCOTT WERT MEMBER 2.00 X 0 0 0 PETER N ZACHARIAS MEMBER 2.00 X 0 0 0 SCOTT ZUIDEMA MEMBER 2.00 X 0 0 0 SIME BERTOLET EXEC. DIRECTOR 40.00 X 74499 0 12315 74499 0 12315 0 0 0 0 0 38970 29144 41476 959748 1069338 MEMBERSHIP DUES 900099 70086 70086 PILGRIMAGES 611710 45005 45005 LIBRARY 713990 9997 9997 PUBLICATIONS 511120 8535 8535 PROGRAM 900099 5274 5274 4392 4392 143289 27628 27628 606403 530816 75587 75587 75587 14697 29144 10833 3864 3864 21440 25169 -3729 -3729 MISCELLANEOUS INCOME 900099 868 868 868 1316845 135622 8535 103350 77836 28063 17085 32688 181883 128210 53673 7360 6992 368 25581 14953 7250 3378 10526 10526 740 740 2804 2804 21138 10569 10569 4984 4137 847 82944 79027 3917 111559 111559 15996 15196 800 EDUCATION AND PROGRAMS 120076 120076 PILGRIMAGE EXPENSE 36236 36236 PUBLISHING COSTS 26143 13072 13071 MISCELLANEOUS EXPESE 6193 6193 4739 4739 736738 579022 121650 36066 365 360 311571 220191 36527 32007 27801 39411 4061633 2343232 1828801 1718401 1658940 1779686 4553682 5377590 8417687 9167646 30640 20620 55190 53175 21537 8323 107367 82118 X 5377067 5378958 221455 925612 2711798 2780958 8310320 9085528 8417687 9167646 X 580107 117943 77158 X X 0 1 X 1 0 X 560782 525154 482464 348074 1069338 2985812 160771 156992 130631 164553 134754 747701 166345 51857 53183 82945 36137 390467 887898 734003 666278 595572 1240229 4123980 91968 65402 21804 7885 7838 194897 0 91968 65402 21804 7885 7838 194897 3929083 44848 39695 78067 30065 27628 220303 44848 39695 78067 30065 27628 220303 1366 3468 868 5702 932746 773698 745711 629105 1268725 4349985 0.90320 0.83410 0.05060 0.06460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3483434 X X X 0 1652154 5000 1242 1658396 1678286 5000 -29897 1235 1652154 1609617 7000 64835 3166 1678286 1389291 12000 255785 46188 1271 1609617 1381253 7000 1038 1389291 1.00000 0.00000 0 0 169680 169680 3414885 1902835 1512050 477068 440397 36671 1718401 MUSEUM AND LIBRARY COLLECTION 3483434 BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 1122562 CASH SURRENDER VALUE OF LIFE INSURANCE 27554 DUE FROM CHARITABLE REMAINDER ANNUITY TRUST HELD BY THIRD PARTIES 10004 BENEFICIAL INTERESTS IN CHARITABLE TRUSTS 734036 5377590 DUE TO 1776 CLUB 128 DUE TO TRUST BENEFICIARY 8195 8323 X 1529159 117943 30709 102702 251354 1277805 2804 36236 39040 1316845 753951 30709 25544 56253 697698 39040 39040 736738 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 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, 2017 AND 2016, 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, 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD (INCLUDED IN LINE 10B) 14,711. DIRECT FUNDRAISING EXPENSES (LINE 8B) 10,833. CHANGE IN PERPETUAL TRUSTS 62,918. APPRECIATION IN CSV LIFE INS 1,242. CHANGE IN BENEFICIAL INTEREST IN TRUST 12,998. PART XI, LINE 4B - OTHER ADJUSTMENTS: PILGRIMAGE EXPENSES 36,236. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD (INCLUDED IN LINE 10B) 14,711. DIRECT FUNDRAISING EXPENSES (LINE 8B) 10,833. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 2,804. PILGRIMAGE EXPENSES 36,236. TOUR 25575 17750 7825 658 3285 ANNUAL FUNDRAISER 18266 11394 6872 1700 5190 43841 29144 14697 658 1700 8475 10833 3864 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 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 62,918. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE 1,242. CHANGE IN BENEFICIAL INTEREST IN TRUST 12,998. 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.