Form 990 for tax year 2022
Filed by BUCKS COUNTY HISTORICAL SOCIETY MERCER MUSEUM.
Totals
- Total revenue
- $2,177,014
- Total expenses
- $3,415,035
- Contributions and grants received
- $1,100,173
- Grants paid
- $0
- Program service revenue
- $516,159
- Investment income
- $512,013
- Other revenue
- $48,669
- Total assets, end of year
- $21,991,426
- Total liabilities, end of year
- $2,179,908
- Net assets or fund balances, end of year
- $19,811,518
- Program services expenses (Part IX)
- $2,112,258
- Management and general expenses
- $724,137
- Fundraising expenses
- $578,640
- Program service expenses (Part III)
- $2,112,258
Program services were 61.9% 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
$47,546
-
1c · Fundraising events
$99,708
-
1f · All other contributions, gifts and grants
$952,919
-
2a · Program service revenue: MUSEUM ADMISSIONS
total $412,066 · related or exempt $412,066
-
2b · Program service revenue: MUSEUM OPERATIONS
total $104,093 · related or exempt $104,093
-
3 · Investment income
total $235,165 · excluded $235,165
-
6a · Gross rents
real property $28,690
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $28,690
-
6d · Net rental income or loss
total $28,690 · excluded $28,690
-
7a · Gross sales of assets other than inventory
securities $1,007,314
-
7b · Less cost or other basis and sales expenses
securities $730,466
-
7c · Gain or loss
securities $276,848
-
7d · Net gain or loss
total $276,848 · excluded $276,848
-
8a · Fundraising events: gross income
$31,275
-
8a · Fundraising events: contributions included on line 1c
$99,708
-
8b · Fundraising events: direct expenses
$35,710
-
8c · Net income from fundraising events
total -$4,435 · excluded -$4,435
-
10a · Gross sales of inventory
$44,596
-
10b · Cost of goods sold
$20,182
-
10c · Net income from sales of inventory
total $24,414 · excluded $24,414
Functional expenses
Part IX, the statement of functional expenses.
-
6 · Compensation of disqualified persons
total $129,352 · program services $38,807 · management and general $45,273 · fundraising $45,272
-
7 · Other salaries and wages
total $1,348,940 · program services $925,864 · management and general $144,642 · fundraising $278,434
-
8 · Pension plan contributions
total $33,843 · program services $20,071 · management and general $11,435 · fundraising $2,337
-
9 · Other employee benefits
total $146,617 · program services $108,996 · management and general $7,232 · fundraising $30,389
-
10 · Payroll taxes
total $109,636 · program services $67,063 · management and general $29,257 · fundraising $13,316
-
11b · Fees: legal
total $420 · management and general $420
-
11c · Fees: accounting
total $19,265 · management and general $19,265
-
11f · Fees: investment management
total $30,150 · management and general $30,150
-
11g · Fees: other
total $254,646 · management and general $254,412 · fundraising $234
-
12 · Advertising and promotion
total $95,332 · program services $1,750 · fundraising $93,582
-
13 · Office expenses
total $98,523 · program services $41,849 · management and general $35,857 · fundraising $20,817
-
14 · Information technology
total $1,336 · management and general $1,060 · fundraising $276
-
16 · Occupancy
total $396,057 · program services $307,331 · management and general $51,364 · fundraising $37,362
-
17 · Travel
total $4,302 · program services $392 · management and general $3,546 · fundraising $364
-
20 · Interest
total $75,448 · management and general $75,448
-
22 · Depreciation, depletion and amortization
total $511,285 · program services $414,141 · management and general $97,144
-
23 · Insurance
total $49,729 · program services $44,259 · management and general $2,984 · fundraising $2,486
-
24a · Other expenses: SPECIAL PROJECTS AND AC
total $65,159 · program services $32,375 · management and general $6,198 · fundraising $26,586
-
24b · Other expenses: ACQUISITIONS AND EXHIBI
total $36,442 · program services $28,811 · management and general $3 · fundraising $7,628
-
24c · Other expenses: BINDING AND CONSERVATIO
total $34,485 · program services $34,485
-
24d · Other expenses: BAD DEBTS
total $26,612 · program services $26,612
-
24e · All other expenses
total -$52,544 · program services $19,452 · management and general -$91,553 · fundraising $19,557
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $131,142 · end of year $84,372
-
2 · Savings and temporary cash investments
beginning of year $1,197,800 · end of year $579,405
-
3 · Pledges and grants receivable
beginning of year $446,943 · end of year $470,988
-
8 · Inventories for sale or use
beginning of year $28,930 · end of year $29,143
-
9 · Prepaid expenses and deferred charges
beginning of year $45,773 · end of year $53,799
-
10a · Land, buildings and equipment: cost or other basis
$18,581,271
-
10b · Land, buildings and equipment: accumulated depreciation
$7,276,113
-
10c · Land, buildings and equipment, net
beginning of year $11,689,274 · end of year $11,305,158
-
11 · Investments: publicly traded securities
beginning of year $11,940,014 · end of year $9,232,080
-
12 · Investments: other securities
beginning of year $277,908 · end of year $236,481
-
17 · Accounts payable and accrued expenses
beginning of year $107,982 · end of year $196,694
-
19 · Deferred revenue
beginning of year $172,255 · end of year $36,495
-
23 · Secured mortgages and notes payable
beginning of year $1,998,196 · end of year $1,946,719
-
27 · Net assets without donor restrictions
beginning of year $21,828,951 · end of year $18,052,728
-
28 · Net assets with donor restrictions
beginning of year $1,650,400 · end of year $1,758,790
Mission and programs · 2022
Mission
INSPIRED BY THE VISION AND CREATIVITY OF HENRY C. MERCER, IT IS THE MISSION OF THE BUCKS COUNTY HISTORICAL SOCIETY TO CULTIVATE AMONG ITS MANY AUDIENCES A BROAD APPRECIATION AND AWARENESS OF THE PAST, HELPING PEOPLE FIND STORIES AND MEANINGS THAT BOTH SUSTAIN THEM IN THE PRESENT AND AID THEM IN APPROACHING THE FUTURE.
Activities or mission (Part I)
PRESERVE ARTIFACTS FOR EDUCATION.
-
LIBRARY - PRESERVATION OF HISTORICAL MATERIAL ON BUCKS COUNTY - NEWSPAPER, COUNTY RECORDS, MANUSCRIPTS, MAPS AND OTHER SOURCES OF RESEARCH MATERIAL.
Expenses $378,988 · Revenue $7,010
-
MUSEUM - HOUSING, PRESERVING, AND LABELING ARTIFACTS FOR DISPLAY TO THE PUBLIC.
Expenses $895,440 · Revenue $412,066
-
EDUCATION - TO EDUCATE THE PUBLIC ABOUT BUCKS COUNTY HISTORY AND TOOLS AND ARTIFACTS OF THE PAST.
Expenses $837,830 · Revenue $97,083
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Kyle McCoyKYLE MCCOY
PRESIDENT & EXECUTIVE DIRE
- Total calculated
- $161,576
- From this org
- $106,786
- From related orgs
- $35,595
- Other
- $19,195
- Hours/week
- 33 + 7 related
Schedule J breakdown matched by us
- Base
- $106,786 + $35,595 related
- Bonus
- $0
- Other
- $0
- Deferred
- $5,339 + $1,780 related
- Nontaxable benefits
- $9,057 + $3,019 related
- Filer's total
- $121,182 + $40,394 related
-
Peter ChiovarouPETER CHIOVAROU
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Kelley CwiklinskiKELLEY CWIKLINSKI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
David FrankeDAVID FRANKE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Elizabeth GemmillELIZABETH GEMMILL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Christine HarrisonCHRISTINE HARRISON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Tracy Jackson-BensonTRACY JACKSON-BENSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Susan KaneSUSAN KANE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Charles McIlhinney JrCHARLES MCILHINNEY JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Brian McLeodBRIAN MCLEOD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Sean NewmanSEAN NEWMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Jeff PaduanoJEFF PADUANO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Richard D Paynton JrRICHARD D PAYNTON JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Michelle PedersonMICHELLE PEDERSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Lisa PretecrumLISA PRETECRUM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Michael RaphaelMICHAEL RAPHAEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Jonathan ReissJONATHAN REISS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Jack SchmidtJACK SCHMIDT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Susan SmithSUSAN SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Patricia TaglioliniPATRICIA TAGLIOLINI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Thomas ThomasTHOMAS THOMAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Ryan PutmanRYAN PUTMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Ron StrouseRON STROUSE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Maureen CarltonMAUREEN CARLTON
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Linda HodgdonLINDA HODGDON
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Thomas HebelTHOMAS HEBEL
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
William SchuttWILLIAM SCHUTT
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
Gustavo PereaGUSTAVO PEREA
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
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 · Form 990 of other organizations
- 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
The filer's explanations (Part III)
- PART I, LINE 3
- PEER DATA IS USED TO HELP DETERMINE COMPENSATION FOR NEW EMPLOYEES
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.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
TRUSTEES OF THE MERCER FONTHILL MUSEUM
SECTION 501(C)(3) · TO OPERATE, MAINTAIN, AND CONSERVE THE MUSEUM AND ITS ASSETS · PA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 11 September 2023
- IRS schema version
- 2022v5.0
- Source object
- 202332629349301113
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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