Nonprofit · EIN 23-6643469
LOWER MERION HISTORICAL SOCIETY
Tax-exempt · BALA CYNWYD, PA 19004
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $49,326 | $69,903 | -$20,577 | $275,838 | $3,201 | $272,637 |
| December 31, 2023 | 990-EZ | $30,748 | $43,456 | -$12,708 | $297,515 | $4,301 | $293,214 |
| December 31, 2022 | 990-EZ | $32,544 | $9,177 | $23,367 | $310,223 | $4,301 | $305,922 |
| December 31, 2021 | 990-EZ | $138,904 | $17,046 | $121,858 | $284,306 | $1,751 | $282,555 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $13,551
- Membership dues
- $4,980
- Investment income
- $41
- Other revenue
- $30,754
Expenses
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $22,338
- Professional fees and payments to contractors
- $7,070
- Occupancy
- $1,496
- Other expenses
- $38,999
Balance sheet and other
- Total assets, start of year
- $297,515
- Total assets, end of year
- $275,838
- Total liabilities, end of year
- $3,201
- Net assets, end of year
- $272,637
- Cash, savings and investments
- $270,600
- Gross receipts
- $49,326
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIM ANDREWS | BOARD MEMBER | 5 | $0 |
| JAMIE SINGER | BOARD MEMBER | 5 | $0 |
| ELIZABETH LAURANT | BOARD MEMBER | 5 | $0 |
| SCOTT REYNOLDS | BOARD MEMBER | 5 | $0 |
| BRAD UPP | BOARD MEMBER | 5 | $0 |
| DENNIS MONTAGNA | BOARD MEMBER | 5 | $0 |
| KATE JIGGINS | PRESIDENT | 20 | $0 |
| ERIN BETLEY | VICE PRESIDENT | 20 | $0 |
| LINDA TASKER | SECRETARY | 20 | $0 |
| CRAIG C WHITNEY | TREASURER | 20 | $0 |
990-EZ for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIM ANDREWS | BOARD MEMBER | 5 | $0 |
| JAMIE SINGER | BOARD MEMBER | 5 | $0 |
| ELIZABETH LAURANT | BOARD MEMBER | 5 | $0 |
| SCOTT REYNOLDS | BOARD MEMBER | 5 | $0 |
| BRAD UPP | BOARD MEMBER | 5 | $0 |
| DENNIS MONTAGNA | BOARD MEMBER | 5 | $0 |
| KATE JIGGINS | PRESIDENT | 20 | $0 |
| ERIN BETLEY | VICE PRESIDENT | 20 | $0 |
| LINDA TASKER | SECRETARY | 20 | $0 |
| CRAIG C WHITNEY | TREASURER | 20 | $0 |
990-EZ for the year ended December 31, 2022: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIM ANDREWS | BOARD MEMBER | 5 | $0 |
| JAMIE SINGER | BOARD MEMBER | 5 | $0 |
| ELIZABETH LAURANT | BOARD MEMBER | 5 | $0 |
| SCOTT REYNOLDS | BOARD MEMBER | 5 | $0 |
| BRAD UPP | BOARD MEMBER | 5 | $0 |
| DENNIS MONTAGNA | BOARD MEMBER | 5 | $0 |
| CHAD HENNEBERRY | BOARD MEMBER | 5 | $0 |
| KATE JIGGINS | PRESIDENT | 20 | $0 |
| ERIN BETLEY | VICE PRESIDENT | 20 | $0 |
| LINDA TASKER | SECRETARY | 20 | $0 |
| CRAIG C WHITNEY | TREASURER | 20 | $0 |
990-EZ for the year ended December 31, 2021: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERALD FRANCIS | FORMER PRESIDENT | 20 | $2,600 |
| GEORGE LONSDORF | BOARD MEMBER | 5 | $0 |
| RACHEL WOLGEMUCH | BOARD MEMBER | 5 | $0 |
| MARTHA MOFFATT | BOARD MEMBER | 5 | $0 |
| CAROLE STRICKLAND | BOARD MEMBER | 5 | $0 |
| BRAD UPP | BOARD MEMBER | 5 | $0 |
| PERRIN HAMILTON | PRESIDENT | 20 | $0 |
| ROSS MITCHELL | TREASURER | 20 | $0 |
| CHRISTINA FINK | VICE PRESIDENT | 20 | $0 |
| GARY BROCK | RECORDING SECRETARY | 20 | $0 |
| KEN BRIER | CORRESPONDING SECRETARY | 20 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2602, BALA CYNWYD, PA 19004-6602
- In care of
- % PERRIN HAMILTON
- Signed the 990-EZ
- CRAIG WHITNEY, TREASURER
- Phone
- (215) 432-9234
- Return prepared by
- FORESIGHT BUSINESS SOLUTIONS LLC
Mission
THE LOWER MERION HISTORICAL SOCIETY IS AN ORGANIZATION DEDICATED TO "PRESERVING OUR PAST FOR THE FUTURE." THIS IS ACCOMPLISHED BY STEWARDSHIP OF LOCAL HISTORY, EDUCATION OF THE COMMUNITY, PRESERVATION OF HISTORIC RESOURCES AND OUTREACH TO PROMOTE AWARENESS OF THE CULTURAL HERITAGE OF THE TOWNSHIP OF LOWER MERION AND THE BOROUGH OF NARBERTH.
Program accomplishments
- PERSERVING OUR PAST FOR THE FUTURE. IN THE FUTURE WILL BE PROGRAMS TO ENHANCE THE HISTORICAL PRESERVATION OF THE COMMUNITY.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 23-6643469
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1988
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $275,838
- Income (IRS master file)
- $49,326
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $49,326 | $69,903 | $275,838 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-EZ | December 2023 | $30,748 | $43,456 | $297,515 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-EZ | December 2022 | $32,544 | $9,177 | $310,223 | XML |
| 990-T | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | $138,904 | $17,046 | $284,306 | XML |
| 990-T | December 2021 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-6643469).
Questions about LOWER MERION HISTORICAL SOCIETY
- What is the EIN of LOWER MERION HISTORICAL SOCIETY?
- The employer identification number (EIN) of LOWER MERION HISTORICAL SOCIETY is 23-6643469.
- Is LOWER MERION HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to LOWER MERION HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LOWER MERION HISTORICAL SOCIETY file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of LOWER MERION HISTORICAL SOCIETY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOWER MERION HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who are the officers and directors of LOWER MERION HISTORICAL SOCIETY?
- The 990-EZ for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does LOWER MERION HISTORICAL SOCIETY have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $49,326, expenses of $69,903 and total assets of $275,838 at year end.
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