Berwick Historical Society
- Assets
- $1.6m
- Revenue
- $273.4k
- Investments
- $0.0
- Employees
- 2
- Location
- Berwick, PA
- Founding
- 01/2004
- Data as of
- 03/2024
- EIN
- 23-2019266
Organization Overview
Berwick Historical Society is located in Berwick, PA. The organization was established in 2004. According to its NTEE Classification (A80) the organization is classified as: Historical Organizations, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 03/2024, Berwick Historical Society employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Berwick Historical Society is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 03/2024, Berwick Historical Society generated $273.4k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 2.9% each year. All expenses for the organization totaled $210.5k during the year ending 03/2024. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2024
Describe the Organization's Mission:
Part 3 - Line 1
IDENTIFY AND ENCOURAGE THE PRESERVATION OF HISTORICAL SITES AND BUILDINGS; TO COLLECT RECORDS, DOCUMENTS AND ARTIFACTS THAT PERTAIN TO THE HISTORY OF THE BERWICK, PA AREA; TO COLLECT AND PRESERVE DOCUMENTS AND RECORDS SIGNIFICANT TO THE RESEARCH IN GENEAOLGY; TO ENCOURAGE RESEARCH IN THE HISTORY OF THE AREA AND THE WRITING AND PUBLICATION OF THE RESULTS OF SUCH RESEARCH.
Describe the Organization's Program Activity:
Part 3 - Line 4a
IDENTIFY AND ENCOURAGE THE PRESERVATION OF HISTORICAL SITES AND BUILDINGS; TO COLLECT RECORDS, DOCUMENTS AND ARTIFACTS THAT PERTAIN TO THE HISTORY OF THE BERWICK, PA AREA; TO COLLECT AND PRESERVE DOCUMENTS AND RECORDS SIGNIFICANT TO THE RESEARCH IN GENEAOLGY; TO ENCOURAGE RESEARCH IN THE HISTORY OF THE AREA AND THE WRITING AND PUBLICATION OF THE RESULTS OF SUCH RESEARCH.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Catherine Mentrikoski President | OfficerTrustee | 1 | $0 |
Tracy Guerriero Vice President | OfficerTrustee | 1 | $0 |
Joe Cappelloni Secretary And Treasurer | OfficerTrustee | 4 | $12,000 |
Joanne Bower Director | Trustee | 1 | $0 |
Robert A Bull Director | Trustee | 1 | $0 |
Julie Crispin Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $172,560 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $172,560 |
| Total Program Service Revenue | $16,450 |
| Investment income | $24,024 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $34,605 |
| Net Income from Fundraising Events | $18,671 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $3,958 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $273,374 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $66,530 |
| Compensation of current officers, directors, key employees. | $19,959 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $21,225 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $7,199 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $2,726 |
| Fees for services: Other | $0 |
| Advertising and promotion | $5,712 |
| Office expenses | $3,416 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $50,578 |
| Travel | $4,456 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $11,155 |
| Insurance | $10,166 |
| All other expenses | $634 |
| Total functional expenses | $210,504 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $70,411 |
| Savings and temporary cash investments | $80,767 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $21,522 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $582,490 |
| Investments—publicly traded securities | $264,772 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $572,438 |
| Total assets | $1,592,400 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $6,301 |
| Total liabilities | $6,301 |
| Net assets without donor restrictions | $1,104,813 |
| Net assets with donor restrictions | $481,286 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,592,400 |