Skip to content
Nonprofiteer
← LANCASTERHISTORY ORG

Form 990 for tax year 2022

Filed by LANCASTERHISTORY ORG.

Totals

Total revenue
$3,171,786
Total expenses
$2,912,984
Contributions and grants received
$1,751,025
Grants paid
$0
Program service revenue
$133,491
Investment income
$1,246,756
Other revenue
$40,514
Total assets, end of year
$18,119,818
Total liabilities, end of year
$1,319,853
Net assets or fund balances, end of year
$16,799,965
Program services expenses (Part IX)
$2,132,330
Management and general expenses
$569,253
Fundraising expenses
$211,401
Program service expenses (Part III)
$2,132,330

Program services were 73.2% 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.

  • 1c · Fundraising events

    $55,894

  • 1e · Government grants (contributions)

    $365,965

  • 1f · All other contributions, gifts and grants

    $1,329,166

  • 1g · Noncash contributions included above

    $56,013

  • 2a · Program service revenue: EDUCATION AND TRIPS

    total $133,491 · related or exempt $133,491

  • 3 · Investment income

    total $155,851 · excluded $155,851

  • 6a · Gross rents

    real property $11,049

  • 6b · Less rental expenses

    real property $1,477

  • 6c · Rental income or loss

    real property $9,572

  • 6d · Net rental income or loss

    total $9,572 · excluded $9,572

  • 7a · Gross sales of assets other than inventory

    securities $4,733,376

  • 7b · Less cost or other basis and sales expenses

    securities $3,642,471

  • 7c · Gain or loss

    securities $1,090,905

  • 7d · Net gain or loss

    total $1,090,905 · excluded $1,090,905

  • 8a · Fundraising events: gross income

    $24,506

  • 8a · Fundraising events: contributions included on line 1c

    $55,894

  • 8b · Fundraising events: direct expenses

    $34,152

  • 8c · Net income from fundraising events

    total -$9,646 · excluded -$9,646

  • 10a · Gross sales of inventory

    $55,670

  • 10b · Cost of goods sold

    $25,177

  • 10c · Net income from sales of inventory

    total $30,493 · related or exempt $30,493

  • 11a · Other revenue: OTHER INCOME - INSURANCE REIMBURS

    total $8,849 · related or exempt $8,849

  • 11b · Other revenue: MISCELLANEOUS

    total $1,246 · excluded $1,246

  • 11e · Other revenue, total

    $10,095

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $344,118 · program services $27,756 · management and general $143,368 · fundraising $172,994

  • 7 · Other salaries and wages

    total $768,265 · program services $686,092 · management and general $82,173

  • 8 · Pension plan contributions

    total $16,435 · program services $15,847 · management and general $588

  • 9 · Other employee benefits

    total $51,241 · program services $37,343 · management and general $9,883 · fundraising $4,015

  • 10 · Payroll taxes

    total $94,064 · program services $61,142 · management and general $18,813 · fundraising $14,109

  • 11a · Fees: management

    total $500 · management and general $500

  • 11b · Fees: legal

    total $1,829 · management and general $1,829

  • 11c · Fees: accounting

    total $17,325 · management and general $17,325

  • 11f · Fees: investment management

    total $48,550 · management and general $48,550

  • 11g · Fees: other

    total $43,895 · management and general $43,895

  • 12 · Advertising and promotion

    total $38,630 · program services $38,630

  • 13 · Office expenses

    total $38,428 · program services $20,853 · management and general $10,309 · fundraising $7,266

  • 14 · Information technology

    total $57,282 · program services $41,256 · management and general $11,052 · fundraising $4,974

  • 16 · Occupancy

    total $608,950 · program services $594,706 · management and general $14,244

  • 17 · Travel

    total $590 · program services $442 · management and general $74 · fundraising $74

  • 20 · Interest

    total $50,655 · management and general $50,655

  • 22 · Depreciation, depletion and amortization

    total $330,871 · program services $330,871

  • 23 · Insurance

    total $42,297 · program services $25,378 · management and general $16,073 · fundraising $846

  • 24a · Other expenses: REPAIRS AND MAINTENANCE

    total $230,038 · program services $138,023 · management and general $92,015

  • 24b · Other expenses: PROGRAM EXPENSES

    total $55,354 · program services $55,354

  • 24c · Other expenses: ARBORETUM EXPENSES

    total $19,994 · program services $19,994

  • 24d · Other expenses: EDUCATION AND TRIPS

    total $16,086 · program services $9,288 · management and general $4,787 · fundraising $2,011

  • 24e · All other expenses

    total $37,587 · program services $29,355 · management and general $3,120 · fundraising $5,112

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,323 · end of year $3,079

  • 2 · Savings and temporary cash investments

    beginning of year $67,639 · end of year $58,760

  • 10a · Land, buildings and equipment: cost or other basis

    $14,560,748

  • 10b · Land, buildings and equipment: accumulated depreciation

    $4,633,512

  • 10c · Land, buildings and equipment, net

    beginning of year $9,985,973 · end of year $9,927,236

  • 11 · Investments: publicly traded securities

    beginning of year $9,956,390 · end of year $7,149,106

  • 15 · Other assets

    beginning of year $1,277,478 · end of year $981,637

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,807 · end of year $6,322

  • 23 · Secured mortgages and notes payable

    beginning of year $1,549,206 · end of year $1,280,205

  • 25 · Other liabilities

    beginning of year $0 · end of year $33,326

  • 27 · Net assets without donor restrictions

    beginning of year $13,191,441 · end of year $11,702,820

  • 28 · Net assets with donor restrictions

    beginning of year $6,548,349 · end of year $5,097,145

Mission and programs · 2022

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 $2,132,330 · Revenue $172,833

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • J RICHARD GRAY

    CHAIR

    Total calculated
    $0
    Hours/week
    3

  • ELIZABETH M GROFF

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ROSEMARY T KRILL

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT L GLOVER

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • DEBORAH M MARTIN

    TREASURER/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • KENNETH I HUBER

    TREASURER/ASST. SECRETARY-END 5/2022

    Total calculated
    $0
    Hours/week
    1

  • THOMAS BALDRIGE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STACEY MORGAN BRUBAKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WENDELL L FUNK MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • LEROY T HOPKINS JR PHD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOSH NOWAK

    TRUSTEE (BEG. MAY 2022)

    Total calculated
    $0
    Hours/week
    1

  • NELSON POLITE JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ERIKA RIVERA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CONSTANCE D SANTARELLI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL W SCHMID

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LENWOOD SLOAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LAWRENCE F STENGEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVE TAYLOR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH R TIMKO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GERALD WILSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SUZANNE CHAIRSELL WOODARD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • THOMAS RYAN PHD

    PRESIDENT AND CEO

    Total calculated
    $211,003
    From this org
    $205,080
    From related orgs
    $0
    Other
    $5,923
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,080
    Bonus
    $20,000
    Other
    $0
    Deferred
    $5,811
    Nontaxable benefits
    $112
    Filer's total
    $211,003

  • ROBIN SARRATT

    VICE PRESIDENT

    Total calculated
    $133,115
    From this org
    $123,211
    From related orgs
    $0
    Other
    $9,904
    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
2022
Filed
2 November 2023
IRS schema version
2022v5.0
Source object
202343119349302629

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.