2024-09-03T10:55:21-05:00 2023-06-30 232108173 RKL LLP 102 PICKERING WAY STE 300 EXTON PA 19341 990 2022-07-01 231421917 HISTORICAL SOCIETY OF BERKS COUNTY HIST 6103754375 940 CENTRE AVENUE READING PA 19601 KIM RESSLER TREASURER 6103754375 2024-08-28 1 0 STEPHANIE E KANE CPA P01275157 4848742200 2024-08-28 2022 2024-08-08 14:25:15Z X BERKS HISTORY CENTER KIM RESSLER 940 CENTRE AVENUE READING PA 19601 2033220 0 X WWW.BERKSHISTORY.ORG X 1869 PA EDUCATIONAL CENTER THAT SERVES TO ENGAGE AND EXCITE OUR COMMUNITY BY ITS UNIQUE PAST TO FUTURE. 22 22 10 80 11015 0 514931 1724130 142512 192008 113769 104574 8781 6956 779993 2027668 0 0 0 0 409706 428178 0 82429 216091 536003 530208 945709 1040815 -165716 986853 8891552 10067619 87106 65799 8804446 10001820 BERKS HISTORY CENTER, LEADS THE WAY IN TELLING THE 300-YEAR STORY OF BERKS COUNTY AND ITS PEOPLE, WITH THE AIM OF BUILDING AN UNDERSTANDING OF OUR UNIQUE HISTORY, STRENGTHENING OUR SENSE OF COMMUNITY AND INSPIRING OUR COMMUNITY'S PROGRESS IN THE YEARS TO COME. 0 0 633563 184739 HISTORIC PRESERVATION AND EXHIBITING OF 3 DIMENTIONAL ARTIFACTS THAT DEPICTS THE HISTORIC LEGACY OF BERKS COUNTY. THE PRESERVATION OF HISTORIC RECORDS RELATING TO BERKS COUNTY WITH THE INTENT OF MAKING THEM AVAILABLE TO THE COMMUNITY AND THOSE THAT VISIT FROM ALL 50 STATES AND ABROAD. THE BERKS HISTORY CENTER PROVIDES EDUCATIONAL OPPORTUNITIES FOR ALL AGES RELATING TO THE HISTORY AND CULTURE OF BERKS COUNTY AND ITS PEOPLE, CARRIED OUT THROUGH A DIVERSE SELECTION OF PROGRAMS, MUSEUM EXHIBITS, ITS LIBRARY, AND ITS QUARTERLY JOURNAL. 633563 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 10 0 1 10 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X AMY SMITH FINANCIAL ADMINISTRATOR 6103754375 940 CENTRE AVENUE READING PA 19601 FLOYD TURNER PRESIDENT 8.00 X X 0 0 0 LINDA KELLEHER SECRETARY 3.00 X X 0 0 0 JONATHAN DEL COOLLO VICE PRESIDENT 3.00 X X 0 0 0 ALEX BOLLINGER TREASURER 3.00 X X 0 0 0 CHERYL ALLERTON ESQ SECRETARY 2.00 X X 0 0 0 LORI MUHLENBERG MEMBER 2.00 X 0 0 0 CORRIE CRUPI-ZANA MEMBER 2.00 X 0 0 0 CHARLES J ADAMS III MEMBER 2.00 X 4000 0 0 KEVIN S BARNHARDT MEMBER 2.00 X 0 0 0 BRIAN C ENGELHARDT MEMBER 2.00 X 0 0 0 JEFFREY GORRIN MEMBER 2.00 X 0 0 0 BARRY KAUFFMAN MEMBER 2.00 X 0 0 0 SUSAN WEISER MEMBER 2.00 X 0 0 0 RICHARD POLITYKA MEMBER 2.00 X 0 0 0 KIM L RESSLER MEMBER 2.00 X 0 0 0 DAVID WAGAMAN MEMBER 2.00 X 0 0 0 AMY RESH MEMBER 2.00 X 0 0 0 DONNA REED MEMBER 2.00 X 0 0 0 MONICA WILLETT MEMBER 2.00 X 0 0 0 EDWIN L STOCK ESQ MEMBER 2.00 X 0 0 0 BRADFORD KISSAM MEMBER 2.00 X 0 0 0 RONALD M KOZAK MEMBER 2.00 X 0 0 0 CHAD SCHLANGER MEMBER 2.00 X 0 0 0 BENJAMIN NEELY EXEC. DIRECTOR 40.00 X 85944 0 0 89944 0 0 0 0 0 0 0 35290 8010 22212 1658618 250 1724130 PILGRIMAGES 611710 81800 81800 MEMBERSHIP DUES 900099 66044 66044 PROGRAM 900099 23144 23144 PUBLICATIONS 513120 11015 11015 EDUCATION 611710 5852 5852 4153 4153 192008 71574 71574 33000 0 33000 33000 33000 5100 8010 3319 1781 1781 3662 2233 1429 1429 MISCELLANEOUS REVENUE 900099 3746 3746 3746 2027668 184739 11015 107784 85943 27624 19732 38587 294628 196858 52664 45106 17952 17952 29655 17241 5739 6675 20722 20722 82429 82429 12689 12689 35251 29330 5921 28972 14486 14486 22429 18616 3813 93382 89122 4260 86429 56179 30250 16069 13930 2139 PILGRIMAGE EXPENSE 77381 77381 EDUCATION AND PROGRAMS 50037 50037 BAD DEBT EXPENSE 43294 43294 PUBLISHING COSTS 37492 18746 18746 6061 6061 1040815 633563 191161 216091 320 320 308073 1050273 0 389644 26208 25652 29920 38271 4126575 2950379 1250329 1176196 2542599 2632699 4734103 4754564 8891552 10067619 40454 19556 46652 46243 87106 65799 X 5692488 5573713 3111958 4428107 8804446 10001820 8891552 10067619 X 986853 190060 20461 X X 0 1 X 1 0 X 402847 467929 593490 514931 1724130 3703327 175635 108098 74337 129317 180480 667867 77295 29196 13112 11440 8762 139805 655777 605223 680939 655688 1913372 4510999 7880 57963 9782 13805 16700 106130 0 7880 57963 9782 13805 16700 106130 4404869 43414 45789 68047 67369 71574 296193 43414 45789 68047 67369 71574 296193 11015 11015 16 319 110 6941 3746 11132 699207 651331 749096 729998 1999707 4829339 0.91210 0.89710 0.06130 0.07170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 3528434 X X X X 0 1699436 0 765 1700201 1698680 756 1699436 1689910 6000 2770 1698680 1682119 7000 791 1689910 1676256 5000 863 1682119 0.00000 1.00000 0.00000 0 0 169680 169680 3516383 2523246 993137 440512 427133 13379 1176196 MUSEUM AND LIBRARY COLLECTION 3528434 BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 1139189 CASH SURRENDER VALUE OF LIFE INSURANCE 34359 BENEFICIAL INTERESTS IN CHARITABLE TRUSTS 52582 4754564 X 2152494 190060 24836 214896 1937598 12689 77381 90070 2027668 955120 4375 4375 950745 12689 77381 90070 1040815 PART III, LINE 4: THE HSBC HAS A VAST COLLECTION OF OBJECTS, PAINTINGS, BOOKS, AND PHOTOGRAPHS WHICH ARE PART OF THE HISTORY OF BERKS COUNTY. THE MUSEUM AND LIBRARY ARE AVAILABLE TO THE PUBLIC. THIS COLLECTION HELPS TO PRESERVE THE HISTORY OF BERKS COUNTY AND TO PROVIDE LEARNING OPPORTUNITIES FOR THE PUBLIC. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS WILL BE USED TO PROVIDE SUPPORT TO PROGRAM SERVICES. PART X, LINE 2: AS A NOT-FOR-PROFIT ORGANIZATION, THE SOCIETY IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SOCIETY IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON UNRELATED BUSINESS INCOME. THE SOCIETY RECOGNIZES PENALTIES AND INTEREST ACCRUED RELATED TO INCOME TAX LIABILITIES IN THE PROVISION (BENEFIT) FOR INCOME TAXES IN ITS STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS. FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, THERE WAS NO ACCRUAL FOR THE PAYMENT OF PENALTIES AND INTEREST. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE SOCIETY, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE SOCIETY HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE SOCIETY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD (INCLUDED IN LINE 10B) 1,056. DIRECT FUNDRAISING EXPENSES (LINE 8B) 3,319. CHANGE IN PERPETUAL TRUSTS 16,974. APPRECIATION IN CSV LIFE INS 765. CHANGE IN BENEFICIAL INTEREST IN TRUST 2,722. PART XI, LINE 4B - OTHER ADJUSTMENTS: PILGRIMAGE EXPENSES 77,381. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD (INCLUDED IN LINE 10B) 1,056. DIRECT FUNDRAISING EXPENSES (LINE 8B) 3,319. PART XII, LINE 4B - OTHER ADJUSTMENTS: PILGRIMAGE EXPENSES 77,381. X X X X X 1 RICHARD R BLAIN & ASSOCIATES 30 MASSACHUSETTS AVENUE NORTH ANDOVER MA 01845 CAPITAL CAMPAIGN, MAJOR GIFT SOLICITATION, COMMUNITY-WIDE FU 0 0 78000 -78000 78000 -78000 PA SCHEDULE G, PART I, LINE 2B, COLUMN (V) A SIGNED AGREEMENT FOR 16 MONTHS OF $4,875 MONTHLY PAYMENTS TO ASSIST WITH CAPITAL CAMPAIGN, MAJOR DONOR SOLICIATION AND COMMUNITY WIDE SOLITICATIONS BEGINNING APRIL 2022. FORM 990, PART V, LINE 1C THE ORGANIZATION DID NOT HAVE ANY INSTANCES WHERE BACKUP WITHHOLDING WAS REQUIRED; HOWEVER, IF THE SITUATION WOULD ARISE, THE ORGANIZATION IS AWARE OF THE REPORTING REQUIREMENTS AND WOULD HANDLE THAT ACCORDINGLY. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS THAT HAVE THE RIGHT TO ELECT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE ORGANIZATION IN GOOD STANDING HAVE THE RIGHT TO ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B AMY SMITH PASSES A COPY OF THIS 990 ELECTRONICALLY ONTO THE BOARD FOR REVIEW AND DISCUSSION BEFORE FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY WAS REVIEWED BY THE NOMINATING/TRUSTEESHIP COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 FINANCE AND PERSONNEL COMMITTEE REVIEW AND APPROVE COMPENSATION FOR EXECUTIVE DIRECTOR AND EXECUTIVE DIRECTOR ANNUALLY REVIEWS STAFF. FORM 990, PART VI, SECTION C, LINE 18 UPON REQUEST, FORM 990 AND AUDITED FINANCIAL REPORTS ARE AVAILABLE FOR REVIEW AT OUR OFFICE. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW AT OUR OFFICE. FORM 990, PART XI, LINE 9: CHANGE IN PERPETUAL TRUST 16,974. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE 765. CHANGE IN BENEFICIAL INTEREST IN TRUST 2,722. FORM 990, PART XI, LINE 2C THE OVERSIGHT PROCESS OF THE AUDIT OF FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEARS.