Union County Historical Society is located in Lewisburg, PA. The organization was established in 1978. According to its NTEE Classification (A82) the organization is classified as: Historical Societies & Historic Preservation, under the broad grouping of Arts, Culture & Humanities and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Union County 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 12/2023, Union County Historical Society generated $147.0k in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 8.0% each year. All expenses for the organization totaled $84.9k during the year ending 12/2023. While expenses have increased by 0.4% per year over the past 9 years. They've been increasing with an increasing level of total revenue. 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
2023
Describe the Organization's Mission:
Part 3 - Line 1
EDUCATION & PRESERVATION OF HISTORY
Describe the Organization's Program Activity:
Part 3 - Line 4a
FURTHER EDUCATION OF MEMBERSHIP THROUGH NEWSLETTERS, PUBLICATIONS & ANNUAL BANQUET & MONTHLY PROGRAMS WITH HISTORICAL SPEAKERS. RESEARCH OF PUBLICATIONS. LOCAL HISTORY PROGRAMS FOR UNION COUNTY COUNTY SCHOOLS & HISTORICAL COLLECTIONS. RENOVATION OF HISTORICAL BUILDING.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Barb Franck Board Member | Trustee | 1 | $0 |
Mike Molesevich Board Member | Trustee | 1 | $0 |
Sue Rapp Board Member | Trustee | 1 | $0 |
Darren Rhyne Board Member | Trustee | 1 | $0 |
Christine Sperling Board Member | Trustee | 1 | $0 |
Kathy Swope Board Member | Trustee | 1 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $9,168 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $100,384 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $109,552 |
Total Program Service Revenue | $10,200 |
Investment income | $8,678 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $0 |
Net Income from Fundraising Events | $17,040 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $146,964 |
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. | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $0 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $0 |
Payroll taxes | $0 |
Fees for services: Management | $12,498 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $1,363 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $1,154 |
Fees for services: Other | $0 |
Advertising and promotion | $1,129 |
Office expenses | $7,275 |
Information technology | $117 |
Royalties | $0 |
Occupancy | $16,125 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $9,595 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $6,612 |
Insurance | $10,333 |
All other expenses | $5,347 |
Total functional expenses | $84,870 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $0 |
Savings and temporary cash investments | $114,402 |
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 | $67,348 |
Prepaid expenses and deferred charges | $0 |
Net Land, buildings, and equipment | $397,078 |
Investments—publicly traded securities | $148,710 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $28,079 |
Total assets | $755,617 |
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 | $196,967 |
Other liabilities | $0 |
Total liabilities | $196,967 |
Net assets without donor restrictions | $558,650 |
Net assets with donor restrictions | $0 |
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 | $755,617 |