Form 990 for tax year 2024
Filed by WESTMORELAND COUNTY HISTORICAL SOCIETY.
Totals
- Total revenue
- $324,302
- Total expenses
- $350,835
- Contributions and grants received
- $205,530
- Grants paid
- $0
- Program service revenue
- $44,472
- Investment income
- $22,186
- Other revenue
- $52,114
- Total assets, end of year
- $853,942
- Total liabilities, end of year
- $2,770
- Net assets or fund balances, end of year
- $851,172
- Program services expenses (Part IX)
- $253,413
- Management and general expenses
- $76,478
- Fundraising expenses
- $20,944
- Program service expenses (Part III)
- $253,413
Program services were 72.2% 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.
-
1b · Membership dues
$40,304
-
1e · Government grants (contributions)
$25,000
-
1f · All other contributions, gifts and grants
$140,226
-
2a · Program service revenue: ADMISSIONS, TOURS, ETC
total $44,472 · related or exempt $44,472
-
3 · Investment income
total $13,849 · excluded $13,849
-
7a · Gross sales of assets other than inventory
securities $14,266
-
7b · Less cost or other basis and sales expenses
securities $5,929
-
7c · Gain or loss
securities $8,337
-
7d · Net gain or loss
total $8,337 · related or exempt $8,337
-
8a · Fundraising events: gross income
$57,961
-
8b · Fundraising events: direct expenses
$19,354
-
8c · Net income from fundraising events
total $38,607
-
10a · Gross sales of inventory
$27,177
-
10b · Cost of goods sold
$13,948
-
10c · Net income from sales of inventory
total $13,229 · related or exempt $13,229
-
11a · Other revenue: MISCELLANEOUS
total $278 · related or exempt $278
-
11e · Other revenue, total
$278
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $63,552 · program services $31,776 · management and general $22,243 · fundraising $9,533
-
7 · Other salaries and wages
total $146,716 · program services $128,027 · management and general $11,400 · fundraising $7,289
-
9 · Other employee benefits
total $5,679 · program services $3,691 · management and general $1,420 · fundraising $568
-
10 · Payroll taxes
total $17,178 · program services $11,165 · management and general $4,295 · fundraising $1,718
-
11c · Fees: accounting
total $13,475 · management and general $13,475
-
13 · Office expenses
total $9,141 · program services $4,571 · management and general $3,656 · fundraising $914
-
16 · Occupancy
total $11,420 · program services $6,852 · management and general $4,568
-
19 · Conferences, conventions and meetings
total $340 · management and general $340
-
21 · Payments to affiliates
total $468 · program services $234 · management and general $234
-
22 · Depreciation, depletion and amortization
total $14,512 · program services $9,433 · management and general $5,079
-
24a · Other expenses: PROGRAMS AND WORKSHOPS
total $37,770 · program services $37,770
-
24b · Other expenses: PUBLICATIONS-NEWSLETTERS
total $8,999 · program services $8,999
-
24c · Other expenses: MISCELLANEOUS
total $5,771 · management and general $5,771
-
24d · Other expenses: TELEPHONE
total $4,298 · program services $2,149 · management and general $1,719 · fundraising $430
-
24e · All other expenses
total $11,516 · program services $8,746 · management and general $2,278 · fundraising $492
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $153,108 · end of year $155,393
-
2 · Savings and temporary cash investments
beginning of year $56,253 · end of year $21,732
-
3 · Pledges and grants receivable
beginning of year $21,166 · end of year $14,475
-
4 · Accounts receivable
beginning of year $1,701 · end of year $242
-
8 · Inventories for sale or use
beginning of year $23,144 · end of year $19,345
-
10a · Land, buildings and equipment: cost or other basis
$247,922
-
10b · Land, buildings and equipment: accumulated depreciation
$139,244
-
10c · Land, buildings and equipment, net
beginning of year $75,316 · end of year $108,678
-
11 · Investments: publicly traded securities
beginning of year $523,415 · end of year $534,077
-
17 · Accounts payable and accrued expenses
beginning of year $1,874 · end of year $2,770
-
27 · Net assets without donor restrictions
beginning of year $667,346 · end of year $782,980
-
28 · Net assets with donor restrictions
beginning of year $184,883 · end of year $68,192
Mission and programs · 2024
Mission
THE WESTMORELAND COUNTY HISTORICAL SOCIETY IS A NON-PROFIT EDUCATIONAL ORGANIZATION DEDICATED TO ACQUIRING AND MANAGING RESOURCES TO ENCOURAGE A DIVERSE AUDIENCE TO MAKE CONNECTIONS TO THE PAST, DEVELOP AN UNDERSTANDING OF THE PRESENT AND PROVIDE DIRECTION FOR THE FUTURE.
-
THE WESTMORELAND COUNTY HISTORICAL SOCIETY PURSUES ITS MISSION BY: 1. MANAGING A HISTORICAL SITE, HISTORIC HANNA'S TOWN, VISITED BY APPROXIMATELY 25,000 ANNUALLY, INCLUDING PROVIDING GUIDED TOURS, CONDUCTING EDUCATIONAL PROGRAMS AND MAINTAINING ITS ARCHAEOLOGICAL COLLECTION OF OVER 1 MILLION ARTIFACTS. 2. MAINTAINING A 5,000 VOLUME NON-CIRCULATING RESEARCH LIBRARY OF GENEALOGICAL AND LOCAL COUNTY AND REGIONAL MATERIALS. 3. PROVIDING EDUCATIONAL MATERIALS AND PROGRAMS TO SCHOOLS AND TEACHERS, ADULTS, CHILDREN, AND FAMILY PROGRAMS ON A BROAD RANGE OF HISTORCIAL TOPICS. 4. PUBLISHING A BI-ANNUAL JOURNAL WESTMORELAND HISTORY AND OTHER OCCASSIONAL PUBLICATIONS.
Expenses $253,413
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Alice KaylorALICE KAYLOR
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 4
-
Jim ClaytonJIM CLAYTON
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Pete CherelliaPETE CHERELLIA
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Alex MickinakALEX MICKINAK
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Daniel R Dunlap IIIDANIEL R DUNLAP III
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Casey BowserCASEY BOWSER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Scott HenrySCOTT HENRY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tom KlingesmithTOM KLINGESMITH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kim LandisKIM LANDIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Paula MaloneyPAULA MALONEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Marilyn McSparrinMARILYN MCSPARRIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Clinton PiperCLINTON PIPER
BOAR MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
James RitenourJAMES RITENOUR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Bruce TobinBRUCE TOBIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Linda AssardLINDA ASSARD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Linda AustinLINDA AUSTIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Phyllis BertokPHYLLIS BERTOK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Michael CaryMICHAEL CARY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David DelisiDAVID DELISI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Debbie DelisiDEBBIE DELISI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jared KrolJARED KROL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Philip LightPHILIP LIGHT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John MickinakJOHN MICKINAK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mary Ellen MillerMARY ELLEN MILLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robert MyersROBERT MYERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
William RathgebWILLIAM RATHGEB
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Denis ZuzikDENIS ZUZIK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lisa HaysLISA HAYS
EXECUTIVE DI
- Total calculated
- $60,905
- From this org
- $60,905
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
John ColaizziJOHN COLAIZZI
CONTROLLER
- Total calculated
- $2,646
- From this org
- $2,646
- From related orgs
- $0
- Other
- $0
- Hours/week
- 25
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 31 October 2025
- IRS schema version
- 2024v5.0
- Source object
- 202523219349310452
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