Totals
- Total revenue
- $6,694,834
- Total expenses
- $3,042,081
- Contributions and grants received
- $5,886,589
- Grants paid
- $0
- Program service revenue
- $197,349
- Investment income
- $597,560
- Other revenue
- $13,336
- Total assets, end of year
- $29,377,531
- Total liabilities, end of year
- $5,663,941
- Net assets or fund balances, end of year
- $23,713,590
- Program services expenses (Part IX)
- $2,151,186
- Management and general expenses
- $634,324
- Fundraising expenses
- $256,571
- Program service expenses (Part III)
- $2,151,186
Program services were 70.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$65,125
-
1e · Government grants (contributions)
$261,009
-
1f · All other contributions, gifts and grants
$5,560,455
-
1g · Noncash contributions included above
$170,861
-
2a · Program service revenue: EDUCATION AND TRIPS
total $197,349 · related or exempt $197,349
-
3 · Investment income
total $208,985 · excluded $208,985
-
6a · Gross rents
real property $11,554
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $11,554
-
6d · Net rental income or loss
total $11,554 · excluded $11,554
-
7a · Gross sales of assets other than inventory
securities $1,281,011
-
7b · Less cost or other basis and sales expenses
securities $892,436
-
7c · Gain or loss
securities $388,575
-
7d · Net gain or loss
total $388,575 · excluded $388,575
-
8a · Fundraising events: gross income
$28,065
-
8a · Fundraising events: contributions included on line 1c
$65,125
-
8b · Fundraising events: direct expenses
$53,038
-
8c · Net income from fundraising events
total -$24,973 · excluded -$24,973
-
10a · Gross sales of inventory
$88,674
-
10b · Cost of goods sold
$67,805
-
10c · Net income from sales of inventory
total $20,869 · related or exempt $20,869
-
11a · Other revenue: MISCELLANEOUS
total $5,886 · related or exempt $40 · excluded $5,846
-
11e · Other revenue, total
$5,886
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $363,788 · program services $29,577 · management and general $147,884 · fundraising $186,327
-
7 · Other salaries and wages
total $1,025,354 · program services $864,763 · management and general $132,232 · fundraising $28,359
-
8 · Pension plan contributions
total $27,354 · program services $9,369 · management and general $17,985
-
9 · Other employee benefits
total $57,322 · program services $16,814 · management and general $40,508
-
10 · Payroll taxes
total $115,508 · program services $75,080 · management and general $23,102 · fundraising $17,326
-
11a · Fees: management
total $475 · management and general $475
-
11b · Fees: legal
total $7,441 · management and general $7,441
-
11c · Fees: accounting
total $86,534 · management and general $86,534
-
11f · Fees: investment management
total $49,641 · management and general $49,641
-
12 · Advertising and promotion
total $42,544 · program services $42,544
-
13 · Office expenses
total $49,475 · program services $29,598 · management and general $14,590 · fundraising $5,287
-
14 · Information technology
total $58,055 · program services $42,417 · management and general $9,685 · fundraising $5,953
-
16 · Occupancy
total $178,318 · program services $159,775 · management and general $18,543
-
17 · Travel
total $1,737 · program services $1,303 · management and general $217 · fundraising $217
-
20 · Interest
total $210,333 · program services $210,333
-
22 · Depreciation, depletion and amortization
total $299,079 · program services $299,079
-
23 · Insurance
total $52,277 · program services $31,366 · management and general $19,865 · fundraising $1,046
-
24a · Other expenses: REPAIRS AND MAINTENANCE
total $187,553 · program services $135,113 · management and general $52,440
-
24b · Other expenses: MISCELLANEOUS EXPENSES
total $73,503 · program services $60,743 · management and general $10,774 · fundraising $1,986
-
24c · Other expenses: PROGRAM EXPENSES
total $58,845 · program services $58,845
-
24d · Other expenses: DUES AND LICENSES
total $32,667 · program services $31,054 · management and general $267 · fundraising $1,346
-
24e · All other expenses
total $64,278 · program services $53,413 · management and general $2,141 · fundraising $8,724
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,156,021 · end of year $1,031,186
-
2 · Savings and temporary cash investments
beginning of year $79,841 · end of year $154,551
-
10a · Land, buildings and equipment: cost or other basis
$25,695,221
-
10b · Land, buildings and equipment: accumulated depreciation
$5,210,114
-
10c · Land, buildings and equipment, net
beginning of year $11,406,522 · end of year $20,485,107
-
11 · Investments: publicly traded securities
beginning of year $6,958,576 · end of year $6,648,491
-
15 · Other assets
beginning of year $1,051,598 · end of year $1,058,196
-
17 · Accounts payable and accrued expenses
beginning of year $5,999 · end of year $7,506
-
23 · Secured mortgages and notes payable
beginning of year $786,026 · end of year $5,656,435
-
27 · Net assets without donor restrictions
beginning of year $13,102,280 · end of year $16,728,126
-
28 · Net assets with donor restrictions
beginning of year $6,758,253 · end of year $6,985,464
Mission and programs · 2024
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.
Activities or mission (Part I)
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.
-
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
Expenses $2,151,186 · Revenue $218,258
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
J Richard GrayJ RICHARD GRAY
CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Rosemary T KrillROSEMARY T KRILL
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas BaldrigeTHOMAS BALDRIGE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Kenneth I HuberKENNETH I HUBER
TREASURER/ASST. SECRETARY-
- Total calculated
- $0
- Hours/week
- 1
-
Suzanne Chairsell WoodardSUZANNE CHAIRSELL WOODARD
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Stacey Morgan BrubakerSTACEY MORGAN BRUBAKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Craig ColemanCRAIG COLEMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michael AbelMICHAEL ABEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Steven J GeisenbergerSTEVEN J GEISENBERGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Carlos GrauperaCARLOS GRAUPERA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth M GroffELIZABETH M GROFF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Leroy HopkinsLEROY HOPKINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Deborah M MartinDEBORAH M MARTIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Josh NowakJOSH NOWAK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Nelson Polite JrNELSON POLITE JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Erika RiveraERIKA RIVERA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michael W SchmidMICHAEL W SCHMID
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Lenwood SloanLENWOOD SLOAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Lawrence F StengelLAWRENCE F STENGEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dave TaylorDAVE TAYLOR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Barbara WilsonBARBARA WILSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Gerald WilsonGERALD WILSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Thomas Ryan PhDTHOMAS RYAN PHD
PRESIDENT AND CEO
- Total calculated
- $227,748
- From this org
- $221,570
- From related orgs
- $0
- Other
- $6,178
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $221,570
- Bonus
- $0
- Other
- $0
- Deferred
- $6,178
- Nontaxable benefits
- $0
- Filer's total
- $227,748
-
Robin SarrattROBIN SARRATT
VICE PRESIDENT
- Total calculated
- $136,039
- From this org
- $127,365
- From related orgs
- $0
- Other
- $8,674
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 5 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513159349302331
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