2025-11-11T10:38:21-06:00 2024-12-31 232108173 RKL LLP PO BOX 8408 LANCASTER PA 176048408 990 2024-01-01 231365154 LANCASTERHISTORYORG LANC 7173924633 230 NORTH PRESIDENT AVENUE LANCASTER PA 176033125 ROBIN SARRATT CURRENT PRESIDENT & CEO 7173924633 2025-11-05 1 1 BETH L T SAUDER CPA P01474324 7173945666 2025-11-04 2024 2025-03-06 01:10:19Z ROBIN SARRATT 230 NORTH PRESIDENT AVENUE LANCASTER PA 176033125 7708113 0 X WWW.LANCASTERHISTORY.ORG X 1901 PA 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. 22 22 26 450 0 0 4406201 5886589 162757 197349 465649 597560 53011 13336 5087618 6694834 0 0 0 0 1475179 1589326 0 0 256571 1100262 1452755 2575441 3042081 2512177 3652753 20652558 29377531 792025 5663941 19860533 23713590 X 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. 0 0 2151186 218258 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 2151186 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 31 0 1 26 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 0 1 1 0 PA NY X ROBIN SARRATT VICE PRESIDENT 7173924633 230 NORTH PRESIDENT AVENUE LANCASTER PA 176033125 J RICHARD GRAY CHAIR 3.00 X X 0 0 0 ROSEMARY T KRILL VICE CHAIR 1.00 X X 0 0 0 THOMAS BALDRIGE VICE CHAIR 1.00 X X 0 0 0 KENNETH I HUBER TREASURER/ASST. SECRETARY- 1.00 X X 0 0 0 SUZANNE CHAIRSELL WOODARD SECRETARY 1.00 X X 0 0 0 STACEY MORGAN BRUBAKER TRUSTEE 1.00 X 0 0 0 CRAIG COLEMAN TRUSTEE 1.00 X 0 0 0 MICHAEL ABEL TRUSTEE 1.00 X 0 0 0 STEVEN J GEISENBERGER TRUSTEE 1.00 X 0 0 0 CARLOS GRAUPERA TRUSTEE 1.00 X 0 0 0 ELIZABETH M GROFF TRUSTEE 1.00 X 0 0 0 LEROY HOPKINS TRUSTEE 1.00 X 0 0 0 DEBORAH M MARTIN TRUSTEE 1.00 X 0 0 0 JOSH NOWAK TRUSTEE 1.00 X 0 0 0 NELSON POLITE JR TRUSTEE 1.00 X 0 0 0 ERIKA RIVERA TRUSTEE 1.00 X 0 0 0 MICHAEL W SCHMID TRUSTEE 1.00 X 0 0 0 LENWOOD SLOAN TRUSTEE 1.00 X 0 0 0 LAWRENCE F STENGEL TRUSTEE 1.00 X 0 0 0 DAVE TAYLOR TRUSTEE 1.00 X 0 0 0 BARBARA WILSON TRUSTEE 1.00 X 0 0 0 GERALD WILSON TRUSTEE 1.00 X 0 0 0 THOMAS RYAN PHD PRESIDENT AND CEO 40.00 X 221570 0 6178 ROBIN SARRATT VICE PRESIDENT 40.00 X 127365 0 8674 348935 0 14852 2 0 1 0 BENCHMARK CONSTRUCTION COMPANY INC PO BOX 806 BROWNSTOWN PA 17508 CONSTRUCTION ON STEVENS/SMITH CENTER 7659975 CENTERBROOK ARCHITECHTS & PLANNERS 67 MAIN STREET PO BOX 955 CENTERBROOK CT 06409 CONSTRUCTION ON STEVENS/SMITH CENTER 671558 DIG STUDIOS LLC 840 EAST 37TH STREET LONG BEACH CA 90807 CONSTRUCTION ON STEVENS/SMITH CENTER 622839 RALPH APPELBAUM ASSOCIATES 88 PINE STREET NEW YORK NY 10005 CONSTRUCTION ON STEVENS/SMITH CENTER 210453 4 65125 261009 5560455 170861 5886589 EDUCATION AND TRIPS 900099 197349 197349 197349 208985 208985 11554 0 11554 11554 11554 1281011 892436 388575 388575 388575 28065 65125 53038 -24973 -24973 88674 67805 20869 20869 MISCELLANEOUS 900099 5886 40 5846 5886 6694834 218258 0 589987 363788 29577 147884 186327 1025354 864763 132232 28359 27354 9369 17985 57322 16814 40508 115508 75080 23102 17326 475 475 7441 7441 86534 86534 49641 49641 42544 42544 49475 29598 14590 5287 58055 42417 9685 5953 178318 159775 18543 1737 1303 217 217 210333 210333 299079 299079 52277 31366 19865 1046 REPAIRS AND MAINTENANCE 187553 135113 52440 MISCELLANEOUS EXPENSES 73503 60743 10774 1986 PROGRAM EXPENSES 58845 58845 DUES AND LICENSES 32667 31054 267 1346 64278 53413 2141 8724 3042081 2151186 634324 256571 1156021 1031186 79841 154551 25695221 5210114 11406522 20485107 6958576 6648491 1051598 1058196 20652558 29377531 5999 7506 786026 5656435 792025 5663941 X 13102280 16728126 6758253 6985464 19860533 23713590 20652558 29377531 X 3652753 313605 -113301 X X 0 1 X 1 0 X 1278095 1222664 1751025 4406201 5886589 14544574 81217 263247 198010 259874 286063 1088411 22600 12666 25752 41285 33911 136214 1381912 1498577 1974787 4707360 6206563 15769199 135218 15000 120000 140557 276136 686911 0 135218 15000 120000 140557 276136 686911 15082288 234772 196993 166900 184159 220539 1003363 234772 196993 166900 184159 220539 1003363 1616684 1695570 2141687 4891519 6427102 16772562 0.89920 0.88040 0.05980 0.08100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 678812 X X X X 0 7703364 148480 809673 1199593 39662 7422262 7830938 87544 996099 1169937 41280 7703364 10815122 35000 -1733578 1197062 48544 7830938 10083515 61055 1371782 634151 67079 10815122 9942843 137830 1112144 1052954 56348 10083515 0.23965 0.19000 0.57035 1 0 245000 245000 23797729 4012060 19785669 62211 61698 513 1110782 1088663 22119 479499 47693 431806 20485107 X 6966340 313605 7542 321147 6645193 49641 49641 6694834 3113283 120843 120843 2992440 49641 49641 3042081 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. VALENTINE DINNER 77750 56625 21125 1132 27982 4095 7271 ANNUAL DINNER 15440 8500 6940 140 10400 1039 979 93190 65125 28065 140 11532 29021 4095 8250 53038 -24973 X X X 0 0 0 0 0 0 0 0 0 THOMAS RYAN PHD PRESIDENT AND CEO 221570 0 0 0 0 0 6178 0 0 0 227748 0 0 0 X 8 170861 STOCK QUOTE X 18 0 X 27 0 X AUDIO/VISUAL ITEMS 23 0 X PAPER-BASED ITEMS 61 0 0 0 0 0 PART I, LINE 33: 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. 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.