LANCASTERHISTORY ORG: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LANCASTERHISTORY ORG (EIN 23-1365154)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202513159349302331
- Schema version
- 2024v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T10:38:21-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | PO BOX 8408 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176048408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231365154 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANCASTERHISTORYORG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LANC | BusinessNameControlTxt |
| Phone | 7173924633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 NORTH PRESIDENT AVENUE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176033125 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN SARRATT | PersonNm |
| Person Title | CURRENT PRESIDENT & CEO | PersonTitleTxt |
| Phone | 7173924633 | PhoneNum |
| Signature | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BETH L T SAUDER CPA | PreparerPersonNm |
| PTIN | P01474324 | PTIN |
| Phone | 7173945666 | PhoneNum |
| Preparation | 2025-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBIN SARRATT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 NORTH PRESIDENT AVENUE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176033125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,708,113 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LANCASTERHISTORY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1901 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO EDUCATE THE PUBLIC ABOUT THE HERITAGE AND HISTORY OF THE PEOPLE, PLACES, AND EVENTS THAT SHAPED OUR REGION, THE COMMONWEALTH OF PENNSYLVANIA, AND THE UNITED STATES OF AMERICA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 26 | TotalEmployeeCnt |
| Total Volunteers | 450 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,406,201 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,886,589 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $162,757 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $197,349 | CYProgramServiceRevenueAmt |
| PY Investment Income | $465,649 | PYInvestmentIncomeAmt |
| CY Investment Income | $597,560 | CYInvestmentIncomeAmt |
| PY Other Revenue | $53,011 | PYOtherRevenueAmt |
| CY Other Revenue | $13,336 | CYOtherRevenueAmt |
| PY Total Revenue | $5,087,618 | PYTotalRevenueAmt |
| CY Total Revenue | $6,694,834 | 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 | $1,475,179 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,589,326 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $256,571 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,100,262 | PYOtherExpensesAmt |
| CY Other Expenses | $1,452,755 | CYOtherExpensesAmt |
| PY Total Expenses | $2,575,441 | PYTotalExpensesAmt |
| CY Total Expenses | $3,042,081 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,512,177 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,652,753 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,652,558 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,377,531 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $792,025 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,663,941 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,860,533 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,713,590 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO EDUCATE THE PUBLIC ABOUT THE HERITAGE AND HISTORY OF THE PEOPLE, PLACES, AND EVENTS THAT SHAPED OUR REGION, THE COMMONWEALTH OF PENNSYLVANIA AND THE UNITED STATES OF AMERICA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,151,186 | ExpenseAmt |
| Revenue | $218,258 | RevenueAmt |
| Desc | THE ORGANIZATION CARRIES ON VARIOUS PROGRAMS AND EVENTS THAT SUPPORT THEIR MISSION TO EDUCATE THE PUBLIC ABOUT THE HERITAGE AND HISTORY OF THE PEOPLE, PLACES, AND EVENTS THAT SHAPED OUR REGION, THE COMMONWEALTH OF PENNSYLVANIA, AND THE UNITED STATES OF AMERICA.OUTREACH TO APPROXIMATELY 2,400 MEMBERS AND GENERAL PUBLIC THROUGH OUR JOURNAL AND NEWSLETTER AND 125,000 THROUGH THE WORLD WIDE WEB.ACQUISITIONS-LIBRARY, ARCHIVAL, AND MUSEUM ITEMS FOR PUBLIC DISPLAY AND HISTORICAL RESEARCH SERVED AN ESTIMATED 14,000 ADULTS, COLLEGE, AND SECONDARY STUDENTS.SPECIAL EVENTS-LIVING HISTORY CIVIL WAR AND WWII ENCAMPMENTS, LECTURES, FILMS, TRIPS, COLLOQUIA AND SYMPOSIA. BROUGHT HISTORY EVENTS TO ABOUT 8,800 PEOPLE.RESPONSIBLE FOR THE FUTURE DEVELOPMENT OF A MUSEUM AND INTERPRETIVE CENTER OF THE THADDEUS STEVENS AND LYDIA HAMILTON SMITH HISTORIC SITE LOCATED IN LANCASTER CITY.NEH FELLOWSHIP | Desc |
| Total Program Service Expenses | $2,151,186 | 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 | 0 | 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 | 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 | Yes (1) | 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 | Yes (1) | 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 |
| IRP Document | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 26 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | 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 | 0 | 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 |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN SARRATT VICE PRESIDENT | PersonNm |
| Phone | 7173924633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 NORTH PRESIDENT AVENUE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176033125 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| J RICHARD GRAY | ||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROSEMARY T KRILL | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS BALDRIGE | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KENNETH I HUBER | ||||||
| TREASURER/ASST. SECRETARY- | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUZANNE CHAIRSELL WOODARD | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STACEY MORGAN BRUBAKER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CRAIG COLEMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL ABEL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN J GEISENBERGER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARLOS GRAUPERA | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH M GROFF | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEROY HOPKINS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH M MARTIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSH NOWAK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NELSON POLITE JR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIKA RIVERA | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL W SCHMID | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LENWOOD SLOAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAWRENCE F STENGEL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVE TAYLOR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA WILSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GERALD WILSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS RYAN PHD | ||||||
| PRESIDENT AND CEO | 40.00 | Yes (X) | $221,570 | $0 | $6,178 | |
| ROBIN SARRATT | ||||||
| VICE PRESIDENT | 40.00 | Yes (X) | $127,365 | $0 | $8,674 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $348,935 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $14,852 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BENCHMARK CONSTRUCTION COMPANY INC | |||||
| PO BOX 806 | BROWNSTOWN | PA | 17508 | CONSTRUCTION ON STEVENS/SMITH CENTER | $7,659,975 |
| CENTERBROOK ARCHITECHTS & PLANNERS | |||||
| 67 MAIN STREET PO BOX 955 | CENTERBROOK | CT | 06409 | CONSTRUCTION ON STEVENS/SMITH CENTER | $671,558 |
| DIG STUDIOS LLC | |||||
| 840 EAST 37TH STREET | LONG BEACH | CA | 90807 | CONSTRUCTION ON STEVENS/SMITH CENTER | $622,839 |
| RALPH APPELBAUM ASSOCIATES | |||||
| 88 PINE STREET | NEW YORK | NY | 10005 | CONSTRUCTION ON STEVENS/SMITH CENTER | $210,453 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $65,125 | FundraisingAmt |
| Government Grants | $261,009 | GovernmentGrantsAmt |
| All Other Contributions | $5,560,455 | AllOtherContributionsAmt |
| Noncash Contributions | $170,861 | NoncashContributionsAmt |
| Total Contributions | $5,886,589 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATION AND TRIPS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $197,349 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $197,349 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $197,349 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $208,985 | TotalRevenueColumnAmt |
| Exclusion | $208,985 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,554 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,554 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,554 | TotalRevenueColumnAmt |
| Exclusion | $11,554 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,281,011 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $892,436 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $388,575 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $388,575 | TotalRevenueColumnAmt |
| Exclusion | $388,575 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $28,065 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $65,125 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $53,038 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$24,973 | TotalRevenueColumnAmt |
| Exclusion | -$24,973 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $88,674 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $67,805 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,869 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,869 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,886 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $5,846 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,886 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,694,834 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $218,258 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $589,987 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,788 | TotalAmt |
| Program Services | $29,577 | ProgramServicesAmt |
| Management And General | $147,884 | ManagementAndGeneralAmt |
| Fundraising | $186,327 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,025,354 | TotalAmt |
| Program Services | $864,763 | ProgramServicesAmt |
| Management And General | $132,232 | ManagementAndGeneralAmt |
| Fundraising | $28,359 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,354 | TotalAmt |
| Program Services | $9,369 | ProgramServicesAmt |
| Management And General | $17,985 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,322 | TotalAmt |
| Program Services | $16,814 | ProgramServicesAmt |
| Management And General | $40,508 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,508 | TotalAmt |
| Program Services | $75,080 | ProgramServicesAmt |
| Management And General | $23,102 | ManagementAndGeneralAmt |
| Fundraising | $17,326 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $475 | TotalAmt |
| Management And General | $475 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,441 | TotalAmt |
| Management And General | $7,441 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,534 | TotalAmt |
| Management And General | $86,534 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,641 | TotalAmt |
| Management And General | $49,641 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,544 | TotalAmt |
| Program Services | $42,544 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,475 | TotalAmt |
| Program Services | $29,598 | ProgramServicesAmt |
| Management And General | $14,590 | ManagementAndGeneralAmt |
| Fundraising | $5,287 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,055 | TotalAmt |
| Program Services | $42,417 | ProgramServicesAmt |
| Management And General | $9,685 | ManagementAndGeneralAmt |
| Fundraising | $5,953 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,318 | TotalAmt |
| Program Services | $159,775 | ProgramServicesAmt |
| Management And General | $18,543 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,737 | TotalAmt |
| Program Services | $1,303 | ProgramServicesAmt |
| Management And General | $217 | ManagementAndGeneralAmt |
| Fundraising | $217 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,333 | TotalAmt |
| Program Services | $210,333 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,079 | TotalAmt |
| Program Services | $299,079 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,277 | TotalAmt |
| Program Services | $31,366 | ProgramServicesAmt |
| Management And General | $19,865 | ManagementAndGeneralAmt |
| Fundraising | $1,046 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | $187,553 | $135,113 | $52,440 | |
| MISCELLANEOUS EXPENSES | $73,503 | $60,743 | $10,774 | $1,986 |
| PROGRAM EXPENSES | $58,845 | $58,845 | ||
| DUES AND LICENSES | $32,667 | $31,054 | $267 | $1,346 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,278 | TotalAmt |
| Program Services | $53,413 | ProgramServicesAmt |
| Management And General | $2,141 | ManagementAndGeneralAmt |
| Fundraising | $8,724 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,042,081 | TotalAmt |
| Program Services | $2,151,186 | ProgramServicesAmt |
| Management And General | $634,324 | ManagementAndGeneralAmt |
| Fundraising | $256,571 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,156,021 | BOYAmt |
| EOY | $1,031,186 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,841 | BOYAmt |
| EOY | $154,551 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $25,695,221 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,210,114 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,406,522 | BOYAmt |
| EOY | $20,485,107 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,958,576 | BOYAmt |
| EOY | $6,648,491 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,051,598 | BOYAmt |
| EOY | $1,058,196 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,652,558 | BOYAmt |
| EOY | $29,377,531 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,999 | BOYAmt |
| EOY | $7,506 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $786,026 | BOYAmt |
| EOY | $5,656,435 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $792,025 | BOYAmt |
| EOY | $5,663,941 | 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 | $13,102,280 | BOYAmt |
| EOY | $16,728,126 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,758,253 | BOYAmt |
| EOY | $6,985,464 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,860,533 | BOYAmt |
| EOY | $23,713,590 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,652,558 | BOYAmt |
| EOY | $29,377,531 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,652,753 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $313,605 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$113,301 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| 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 | $1,278,095 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,222,664 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,751,025 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,406,201 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,886,589 | CurrentTaxYearAmt |
| Total | $14,544,574 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $81,217 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $263,247 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $198,010 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $259,874 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $286,063 | CurrentTaxYearAmt |
| Total | $1,088,411 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,666 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,752 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,285 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,911 | CurrentTaxYearAmt |
| Total | $136,214 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,381,912 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,498,577 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,974,787 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,707,360 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,206,563 | CurrentTaxYearAmt |
| Total | $15,769,199 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $135,218 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $120,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $140,557 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $276,136 | CurrentTaxYearAmt |
| Total | $686,911 | 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 | $135,218 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $120,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $140,557 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $276,136 | CurrentTaxYearAmt |
| Total | $686,911 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $15,082,288 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $234,772 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $196,993 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $166,900 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $184,159 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $220,539 | CurrentTaxYearAmt |
| Total | $1,003,363 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $234,772 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $196,993 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $166,900 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $184,159 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $220,539 | CurrentTaxYearAmt |
| Total | $1,003,363 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,616,684 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,695,570 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,141,687 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,891,519 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,427,102 | CurrentTaxYearAmt |
| Total | $16,772,562 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.89920 | PublicSupportCY509Pct |
| Public Support PY509 | 0.88040 | PublicSupportPY509Pct |
| Investment Income CY | 0.05980 | InvestmentIncomeCYPct |
| Investment Income PY | 0.08100 | 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
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $678,812 | 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 | $7,703,364 | BeginningYearBalanceAmt |
| Contributions | $148,480 | ContributionsAmt |
| Investment Earnings Or Losses | $809,673 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,199,593 | OtherExpendituresAmt |
| Administrative Expenses | $39,662 | AdministrativeExpensesAmt |
| End Year Balance | $7,422,262 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,830,938 | BeginningYearBalanceAmt |
| Contributions | $87,544 | ContributionsAmt |
| Investment Earnings Or Losses | $996,099 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,169,937 | OtherExpendituresAmt |
| Administrative Expenses | $41,280 | AdministrativeExpensesAmt |
| End Year Balance | $7,703,364 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,815,122 | BeginningYearBalanceAmt |
| Contributions | $35,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,733,578 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,197,062 | OtherExpendituresAmt |
| Administrative Expenses | $48,544 | AdministrativeExpensesAmt |
| End Year Balance | $7,830,938 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,083,515 | BeginningYearBalanceAmt |
| Contributions | $61,055 | ContributionsAmt |
| Investment Earnings Or Losses | $1,371,782 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $634,151 | OtherExpendituresAmt |
| Administrative Expenses | $67,079 | AdministrativeExpensesAmt |
| End Year Balance | $10,815,122 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,942,843 | BeginningYearBalanceAmt |
| Contributions | $137,830 | ContributionsAmt |
| Investment Earnings Or Losses | $1,112,144 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,052,954 | OtherExpendituresAmt |
| Administrative Expenses | $56,348 | AdministrativeExpensesAmt |
| End Year Balance | $10,083,515 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.23965 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.19000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.57035 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $245,000 | OtherCostOrOtherBasisAmt |
| Book Value | $245,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,797,729 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,012,060 | DepreciationAmt |
| Book Value | $19,785,669 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $62,211 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,698 | DepreciationAmt |
| Book Value | $513 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,110,782 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,088,663 | DepreciationAmt |
| Book Value | $22,119 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $479,499 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,693 | DepreciationAmt |
| Book Value | $431,806 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,485,107 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,966,340 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $313,605 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $7,542 | OtherRevenueAmt |
| Revenue Not Reported | $321,147 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,645,193 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $49,641 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $49,641 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,694,834 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,113,283 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $120,843 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $120,843 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,992,440 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $49,641 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $49,641 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,042,081 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE HISTORICAL LANDMARKS OF THE ORGANIZATION HAVE BEEN CAPITALIZED AND ARE RECORDED AS COMPONENTS OF LAND AND IMPROVEMENTS, BUILDING AND IMPROVEMENTS, AND FURNITURE AND EQUIPMENT. THE MAJORITY OF THESE VALUES WERE DETERMINED BY MANAGEMENT IN 1985. PRIOR TO DECEMBER 31, 1988, CERTAIN EXPENDITURES FOR FIXED ASSETS WERE NOT TRACKED IN DETAIL AND WERE THEREFORE NOT CAPITALIZED. THE ORGANIZATION'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE. EXCEPT FOR REAL ESTATE, ASSETS OF HISTORICAL VALUE ARE NOT RECORDED IN THE FINANCIAL STATEMENTS. PURCHASES OF COLLECTIONS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. |
| PART III, LINE 4: | COLLECTIONS CONSIST PRIMARILY OF BOOKS, OBJECTS, AND MANUSCRIPT ITEMS THAT EXPLORE THE HISTORY OF LANCASTER COUNTY AND THE PRESIDENCY OF JAMES BUCHANAN, AND THE LIFE AND LEGACY OF CONGRESSMAN THADDEUS STEVENS. |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE USED TO FURTHER THE PURPOSES AND MISSION OF THE ORGANIZATION WHILE HONORING DONOR'S INTENDED USE OF FUNDS. |
| PART X, LINE 2: | THE ORGANIZATION IS A NOT-FOR-PROFIT ENTITY AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM INCOME TAXES ON RELATED ACTIVITIES PURSUANT TO SECTION 509(A) OF THE IRC. THE ORGANIZATION FOLLOWS THE STANDARDS FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ACCORDING TO THE PRINCIPLES OF ASC 740, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATION 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: | PURCHASES OF COLLECTIONS/HISTORICAL TREASURES -85,610. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT AND PERPETUAL TRUSTS 98,990. BOOK/TAX DIFFERENCE ON SALE OF INVESTMENTS -126,681. FUNDRAISING EXPENSES 53,038. BOOKSTORE EXPENSES 67,805. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BOOKSTORE EXPENSES 67,805. FUNDRAISING EXPENSES 53,038. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | VALENTINE DINNER | Event1Nm |
| Gross Receipts Event1 | $77,750 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $56,625 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $21,125 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,132 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $27,982 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,095 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $7,271 | OtherDirectExpensesEvent1Amt |
| Event2 | ANNUAL DINNER | Event2Nm |
| Gross Receipts Event2 | $15,440 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $8,500 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $6,940 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $140 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $10,400 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $1,039 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $979 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $93,190 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $65,125 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $28,065 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $140 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $11,532 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $29,021 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,095 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,250 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $53,038 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$24,973 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS RYAN PHD | PersonNm |
| Title | PRESIDENT AND CEO | TitleTxt |
| Base Compensation Filing Org | $221,570 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $6,178 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $227,748 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $170,861 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK QUOTE | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 27 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt |
|---|---|---|---|
| Yes (X) | AUDIO/VISUAL ITEMS | 23 | $0 |
| Yes (X) | PAPER-BASED ITEMS | 61 | $0 |
| 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 33: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION RECEIVED CONTRIBUTIONS OF ITEMS THAT WERE NOT REQUIRED TO BE REPORTED AS REVENUE OR CAPITALIZED AS ALLOWED UNDER ASC 958-360-25. THESE ITEMS INCLUDE COLLECTIBLES, BOOKS/PUBLICATIONS AND AUDIO/VISUAL ITEMS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ROBIN SARRATT, PRESIDENT, AND TOM RYAN, THE FORMER PRESIDENT, HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | ALL MEMBERS ARE OF A SINGLE CLASS. |
| FORM 990, PART VI, SECTION A, LINE 7A | ALL MEMBERS MAY PLACE NAMES IN NOMINATION AND VOTE ON CANDIDATES TO SERVE AS DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE EXECUTIVE COMMITTEE WILL CONDUCT A REVIEW AT A REGULARLY SCHEDULED MEETING WITH THE ASSISTANCE OF AN OUTSIDE AUDITOR/ACCOUNTING FIRM. AT A REGULAR BOARD MEETING THE BOARD WILL BE INFORMED THAT COPIES OF THE 990 ARE AVAILABLE FOR REVIEW UPON REQUEST. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD CHAIR, ON A REGULAR BASIS, REMINDS DIRECTORS AND EXECUTIVE STAFF TO BE VIGILANT IN EFFORTS TO IDENTIFY POTENTIAL OR ACTUAL CONFLICTS. ALL DIRECTORS AND EXECUTIVE STAFF ARE COVERED. DETERMINATIONS MAY BE MADE AT ANY LEVEL AND ARE SUBJECT TO REVIEW BY THE BOARD OF DIRECTORS EITHER THROUGH THE EXECUTIVE COMMITTEE OR THE FULL BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | REVIEW AND APPROVAL OF COMPENSATION FOR CEO AND KEY EMPLOYEES IS CONDUCTED BY THE EXECUTIVE COMMITTEE USING COMPARABILITY DATA FROM THREE INDEPENDENT PUBLIC SOURCES. IT IS DONE IN THE YEAR THAT CONTRACT RENEWALS ARE NEGOTIATED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND/OR FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN THE VALUE OF SPLIT INTEREST AGREEMENTS AND PERPETUAL TRUSTS 98,990. PURCHASE OF COLLECTIONS AND HISTORICAL TREASURES -85,610. BOOK/TAX DIFFERENCE ON SALE OF INVESTMENTS -126,681. |
| FORM 990 PART XII, LINE 1 | THE ORGANIZATION'S FINANCIAL STATEMENTS WERE PREPARED ON THE MODIFIED CASH BASIS OF ACCOUNTING, WHICH IS A COMPREHENSIVE BASIS OF ACCOUNTING OTHER THAN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. THE MODIFIED CASH BASIS OF ACCOUNTING DIFFERS FROM ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA IN THAT RECEIVABLES AND PAYABLES, INVENTORIES, CERTAIN ASSETS AND LIABILITIES SUCH AS ACCRUED INCOME AND EXPENSES, AND DEFERRED EXPENSES ARE NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. |
| FORM 990 PART XII LINE 2C | THE ORGANIZATION HAS AN EXECUTIVE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE COMMITTEE PROVIDES OVERSIGHT BY VOTING FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT AND BY SIGNING MANAGEMENT ENGAGEMENT LETTERS AS WELL AS ASSISTING ACCOUNTANTS WITH AUDITS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Comments