HISTORICAL SOCIETY OF BERKS COUNTY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HISTORICAL SOCIETY OF BERKS COUNTY (EIN 23-1421917)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201321349349300792
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-05-14T09:00:55-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232108173 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REINSEL KUNTZ LESHER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 BROADCASTING ROAD PO BOX 7008 | AddressLine1 |
| City | WYOMISSING | City |
| State | PA | State |
| ZIP Code | 196106008 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231421917 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORICAL SOCIETY OF BERKS COUNTY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HIST | NameControl |
| Phone | 6103754375 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 CENTRE AVENUE | AddressLine1 |
| City | READING | City |
| State | PA | State |
| ZIP Code | 19601 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM G KOCH SR | Name |
| Title | TREASURER | Title |
| Phone | 6103754375 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN B CARMAN | Name |
| PTIN | P01266253 | PTIN |
| Phone | 6103761595 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WILLIAM G KOCH SR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 CENTRE AVENUE | AddressLine1 |
| City | READING | City |
| State | PA | State |
| ZIP Code | 19601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1768645 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BERKSHISTORY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1869 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | TO FOCUS ATTENTION ON THE UNIQUE LOCAL HISTORY, THE VAST MATERIAL CULTURAL HERITAGE OF BERKS COUNTY BY PRESERVING, ARCHIVING AND PROMOTING THIS MATERIAL TO INSTILL IN OUR CITIZENS OF ALL AGES AND ETHNIC GROUPS AN AWARENESS OF THIS GROWING TREASURE TROVE OF INFORMATION. THIS ALLOWS HSBC TO BE A MAJOR CULTURAL MAGNET, DRAWING PEOPLE TO THE COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 12 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | 24179 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 389196 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 450343 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 177637 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 167416 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 52156 | InvestmentIncomePriorYear |
| Investment Income Current Year | 115245 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 51815 | OtherRevenuePriorYear |
| Other Revenue Current Year | 68454 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 670804 | TotalRevenuePriorYear |
| Total Revenue Current Year | 801458 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 367175 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 393520 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 56238 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 490447 | OtherExpensePriorYear |
| Other Expenses Current Year | 509448 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 857622 | TotalExpensesPriorYear |
| Total Expenses Current Year | 902968 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -186818 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -101510 | RevenuesLessExpensesCY |
| Total Assets BOY | 9316158 | TotalAssetsBOY |
| Total Assets EOY | 8975846 | TotalAssetsEOY |
| Total Liabilities BOY | 387586 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 359315 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8928572 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8616531 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO FOCUS ATTENTION ON THE UNIQUE LOCAL HISTORY, THE VAST MATERIAL CULTURAL HERITAGE OF BERKS COUNTY BY PRESERVING, ARCHIVING AND PROMOTING THIS MATERIAL TO INSTILL IN OUR CITIZENS OF ALL AGES AND ETHNIC GROUPS AN AWARENESS OF THIS GROWING TREASURE TROVE OF INFORMATION. THIS ALLOWS HSBC TO BE A MAJOR CULTURAL MAGNET, DRAWING PEOPLE TO THE COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 697340 | Expense |
| Revenue | 143237 | Revenue |
| Description | HISTORIC PRESERVATION, RESEARCH AND EDUCATION ABOUT THE HISTORY OF BERKS COUNTY AND ITS PEOPLE, CARRIED OUT THROUGH DIVERSE SELECTION OF PROGRAMS, MUSEUM, LIBRARY AND MAGAZINE. | Description |
| Total Program Service Expense | 697340 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 12 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY SMITH FINANCIAL SECRETARY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6103754375 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 CENTRE AVENUE | AddressLine1 |
| City | READING | City |
| State | PA | State |
| ZIP Code | 19601 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| BEULAH B FEHR | ||||||
| PRESIDENT | 10.00 | X | X | 0 | 0 | 0 |
| O CHRISTOPHER MILLER | ||||||
| VICE-PRESIDENT | 5.00 | X | X | 0 | 0 | 0 |
| WILLIAM G KOCH CPA | ||||||
| TREASURER | 10.00 | X | X | 0 | 0 | 0 |
| DIANN M CONNOR | ||||||
| SECRETARY | 10.00 | X | X | 0 | 0 | 0 |
| CHARLES ADAMS | ||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |
| TADD KELBY CASNER | ||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |
| BRENT ATKINS | ||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |
| TIFFANY A FISK-WATTS | ||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |
| BARBARA GOODLING | ||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |
| LORAH HOPKINS | ||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |
| STEPHANIE KINDIG | ||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |
| ROBERT NELSON | ||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |
| ALBERT A STALLONE | ||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |
| MARGARET SCHUMO | ||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |
| MARY LOU SCALESE | ||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |
| BRAD KISSAM | ||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |
| PAT PERFECT | ||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |
| BARRY L KAUFFMAN | ||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |
| WILLIAM C LONG | ||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |
| DAVID M KOZLOFF ESQ | ||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |
| FRANKLIN M BROWN | ||||||
| HONORARY TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| BRUCE L DIETRICH | ||||||
| HONORARY TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| RICHARD M LEVENGOOD | ||||||
| HONORARY TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| PAULA FLIPPIN | ||||||
| HONORARY TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| VIVIAN PALMER | ||||||
| HONORARY TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| GEORGE M MEISER IX | ||||||
| PRESIDENT EMERITUS | 0.00 | X | 0 | 0 | 0 | |
| SIME BERTOLET | ||||||
| EXEC. DIRECTOR | 40.00 | X | 65637 | 0 | 12985 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 65637 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 12985 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 42075 | MembershipDues |
| Fundraising Events | 30665 | FundraisingEvents |
| Government Grants | 15000 | GovernmentGrants |
| All Other Contributions | 362603 | AllOtherContributions |
| Noncash Contributions | 11262 | NoncashContributions |
| Total Contributions | 450343 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | 92573 | 92573 | |
| PUBLICATIONS | 511120 | 24179 | 24179 | |
| LIBRARY | 713990 | 14529 | 14529 | |
| EDUCATION | 611710 | 11451 | 11451 | |
| PILGRIMAGES | 611710 | 9260 | 9260 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15424 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15424 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 167416 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 59378 | TotalRevenueColumn |
| Exclusion | $59,378 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 924379 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 868512 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 55867 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 55867 | TotalRevenueColumn |
| Exclusion | $55,867 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 53553 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 30665 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 30992 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22561 | TotalRevenueColumn |
| Exclusion | $22,561 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 113576 | GrossSalesOfInventory |
| Cost Of Goods Sold | 67683 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 45893 | TotalRevenueColumn |
| Exclusion | $45,893 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 801458 | TotalRevenueColumn |
| Related Or Exempt Function Income | 143237 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 24179 | UnrelatedBusinessRevenue |
| Exclusion | $183,699 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77011 | Total |
| Program Services | 26066 | ProgramServices |
| Management And General | 17306 | ManagementAndGeneral |
| Fundraising | 33639 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250614 | Total |
| Program Services | 164915 | ProgramServices |
| Management And General | 67764 | ManagementAndGeneral |
| Fundraising | 17935 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10090 | Total |
| Program Services | 6842 | ProgramServices |
| Management And General | 2739 | ManagementAndGeneral |
| Fundraising | 509 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29640 | Total |
| Program Services | 28158 | ProgramServices |
| Management And General | 1482 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26165 | Total |
| Program Services | 15044 | ProgramServices |
| Management And General | 6966 | ManagementAndGeneral |
| Fundraising | 4155 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11500 | Total |
| Management And General | 11500 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11819 | Total |
| Management And General | 11819 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5497 | Total |
| Management And General | 5497 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4000 | Total |
| Program Services | 4000 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5326 | Total |
| Program Services | 3462 | ProgramServices |
| Management And General | 1864 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30282 | Total |
| Program Services | 16324 | ProgramServices |
| Management And General | 13958 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1846 | Total |
| Program Services | 1532 | ProgramServices |
| Management And General | 314 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129937 | Total |
| Program Services | 123440 | ProgramServices |
| Management And General | 6497 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8260 | Total |
| Program Services | 8260 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121389 | Total |
| Program Services | 121389 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19992 | Total |
| Program Services | 18992 | ProgramServices |
| Management And General | 1000 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| PUBLISHING COSTS | 51624 | 51624 |
| HENDEL HOUSE | 38847 | 38847 |
| EDUCATION & PROGRAM COM | 17817 | 17817 |
| MUSEUM COMMITTEE | 14906 | 14906 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36406 | Total |
| Program Services | 35722 | ProgramServices |
| Management And General | 684 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 902968 | Total |
| Program Services | 697340 | ProgramServices |
| Management And General | 149390 | ManagementAndGeneral |
| Fundraising | 56238 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 325 | BOY |
| EOY | 325 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 506588 | BOY |
| EOY | 470881 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61237 | BOY |
| EOY | 54434 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15440 | BOY |
| EOY | 13654 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4748583 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2010997 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2796985 | BOY |
| EOY | 2737586 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1498744 | BOY |
| EOY | 1319565 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4436839 | BOY |
| EOY | 4379401 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9316158 | BOY |
| EOY | 8975846 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61056 | BOY |
| EOY | 28684 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45323 | BOY |
| EOY | 50372 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250000 | BOY |
| EOY | 250000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31207 | BOY |
| EOY | 30259 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 387586 | BOY |
| EOY | 359315 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6434707 | BOY |
| EOY | 6156736 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38316 | BOY |
| EOY | 62434 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2455549 | BOY |
| EOY | 2397361 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8928572 | BOY |
| EOY | 8616531 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9316158 | BOY |
| EOY | 8975846 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -101510 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -210531 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 515924 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 824793 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 491489 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 389196 | CurrentTaxYearMinus1Year |
| Current Tax Year | 450343 | CurrentTaxYear |
| Total | 2671745 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 243997 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 242308 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 365252 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 333105 | CurrentTaxYearMinus1Year |
| Current Tax Year | 334545 | CurrentTaxYear |
| Total | 1519207 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 759921 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1067101 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 856741 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 722301 | CurrentTaxYearMinus1Year |
| Current Tax Year | 784888 | CurrentTaxYear |
| Total | 4190952 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12952 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33491 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 56388 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 47245 | CurrentTaxYearMinus1Year |
| Current Tax Year | 201199 | CurrentTaxYear |
| Total | 351275 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12952 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33491 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 56388 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 47245 | CurrentTaxYearMinus1Year |
| Current Tax Year | 201199 | CurrentTaxYear |
| Total | 351275 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 3839677 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 83588 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 57253 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 62410 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 36462 | CurrentTaxYearMinus1Year |
| Current Tax Year | 59378 | CurrentTaxYear |
| Total | 299091 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 83588 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 57253 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 62410 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 36462 | CurrentTaxYearMinus1Year |
| Current Tax Year | 59378 | CurrentTaxYear |
| Total | 299091 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 843509 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1124354 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 919151 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 758763 | CurrentTaxYearMinus1Year |
| Current Tax Year | 844266 | CurrentTaxYear |
| Total | 4490043 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.85520 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.87470 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.06660 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.06710 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 3340934 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1373945 | BeginningOfYearBalance |
| Contributions | 6250 | Contributions |
| Investment Earnings Or Losses | 1058 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1381253 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1367445 | BeginningOfYearBalance |
| Contributions | 6500 | Contributions |
| End Of Year Balance | 1373945 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1349758 | BeginningOfYearBalance |
| Contributions | 15000 | Contributions |
| Investment Earnings Or Losses | 2687 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1367445 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1181116 | BeginningOfYearBalance |
| Contributions | 168642 | Contributions |
| End Of Year Balance | 1349758 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.01620 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.98380 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 208529 | OtherCostOrOtherBasis |
| Book Value | 208529 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4086510 | OtherCostOrOtherBasis |
| Depreciation | 1652197 | Depreciation |
| Book Value | 2434313 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 453544 | OtherCostOrOtherBasis |
| Depreciation | 358800 | Depreciation |
| Book Value | 94744 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2737586 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| MUSEUM AND LIBRARY COLLECTION | 3340934 |
| BENEFICIAL INTERESTS IN PERPETUAL TRUSTS | 1016109 |
| CASH SURRENDER VALUE OF LIFE INSURANCE | 22358 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 4379401 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO 1776 CLUB | $178 |
| DUE TO TRUST BENEFICIARY | $9,393 |
| AGENCY FUNDS | $20,688 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 30259 | TotalOfAmounts |
| Total Revenue | 801458 | TotalRevenue |
| Total Expenses | 902968 | TotalExpenses |
| Excess Or Deficit For Year | -101510 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -146093 | NetUnrealizedGLOnInvestments |
| Other | -$64,438 | OtherAmount |
| Total Adjustments | -210531 | TotalAdjustments |
| Excess Or Deficit Per FS | -312041 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 702287 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -146093 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 24816 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 34237 | OtherRevenues |
| Revenue Not Rptd F990 | -87040 | RevenueNotRptdF990 |
| Revenue Subtotal | 789327 | RevenueSubtotal |
| Investment Expenses Not Included | 5497 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 6634 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 12131 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 801458 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1014328 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 24816 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 98675 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 123491 | ExpensesNotRptdF990 |
| Expenses Subtotal | 890837 | ExpensesSubtotal |
| Other Expenses Not Included | 12131 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 12131 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 902968 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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: | 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 IS 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, 2012 AND 2011, 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, 2008. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CHANGE IN PERPETUAL TRUST -65,496. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE 1,058. TOTAL TO SCHEDULE D, PART XI, LINE 8: -64,438. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| COST OF GOODS SOLD (LINE 10B) 67,683. DIRECT FUNDRAISING EXPENSES (LINE 8B) 30,992. CHANGE IN PERPETUAL TRUSTS -65,496. APPRECIATION IN CSV LIFE INS 1,058. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| PILGRIMAGE EXPENSES 6,634. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| COST OF GOODS SOLD (LINE 10B) 67,683. DIRECT FUNDRAISING EXPENSES (LINE 8B) 30,992. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| INVESTMENT MANAGEMENT FEES 5,497. PILGRIMAGE EXPENSES 6,634. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | TOUR | NameOfEvent1 |
| Gross Receipts Event1 | 31793 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 13600 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 18193 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 2155 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 2712 | OtherDirectExpensesEvent1 |
| Name Of Event2 | ANNUAL FUNDRAISER | NameOfEvent2 |
| Gross Receipts Event2 | 52425 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 17065 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 35360 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 3993 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 15251 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 2000 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 4881 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 84218 | GrossReceiptsTotal |
| Charitable Contributions Total | 30665 | CharitableContributionsTotal |
| Gross Revenue Total Events | 53553 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 3993 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 17406 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 2000 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 7593 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 30992 | DirectExpenseSummaryEvents |
| Net Income Summary | 22561 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DID THE ORGANIZATION COMPLY WITH BACKUP WITHHOLDING RULES | 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 11 | THE BOARD DELEGATES THE REVIEW TO WILLIAM G. KOCH, CPA, A TRUSTEE, AND HE PASSES THE FINAL COPY ELECTRONICALLY ONTO THE PORTAL FOR REVIEW AND DISCUSSION AT THE MAY BOARD MEETING. | |
| 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 REVEIW AT OUR OFFICE. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -146,093. CHANGE IN PERPETUAL TRUST -65,496. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE 1,058. TOTAL TO FORM 990, PART XI, LINE 5: -210,531. |
| 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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