Nonprofit · EIN 23-7002514
HISTORICAL SOCIETY OF THE COCALICO VALLEY
Tax-exempt · EPHRATA, PA 17522
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $167,931 | $151,805 | $16,126 | $1,957,499 | $14,730 | $1,942,769 |
| December 31, 2024 | 990 | $198,456 | $133,128 | $65,328 | $1,871,516 | $13,361 | $1,858,155 |
| December 31, 2023 | 990 | $181,753 | $139,209 | $42,544 | $1,812,982 | $15,034 | $1,797,948 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $94,721
- Membership dues
- $7,695
- Program service revenue
- $16,350
- Investment income
- $54,899
- Net gain from sales of assets
- $22,955
- Net income from fundraising events
- $1,961
- Other revenue
- $1,961
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $31,013
- Salaries, compensation and benefits (total)
- $2,508
- Professional fundraising fees
- $0
- Accounting fees
- $6,360
- Occupancy
- $23,652
- Depreciation
- $28,751
- Program services (functional)
- $131,448
- Management and general (functional)
- $19,098
- Fundraising (functional)
- $1,259
Balance sheet and other
- Total assets, start of year
- $1,871,516
- Total assets, end of year
- $1,957,499
- Total liabilities, end of year
- $14,730
- Net assets, end of year
- $1,942,769
- Land, buildings and equipment
- $576,819
- Publicly traded securities
- $932,045
- Net assets without donor restrictions
- $1,786,094
- Net assets with donor restrictions
- $156,675
- Gross receipts
- $353,469
- Employees
- 1
- Volunteers
- 43
- Year formed
- 1957
- State of legal domicile
- PA
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOANNE L BENDER | RECORDING SE Trustee or director, Officer | – | $0 |
| ELAINE H BOWMAN | TRUSTEE Trustee or director | – | $0 |
| BRIAN CHELTON | TRUSTEE Trustee or director | – | $0 |
| FRED FLINCHBAUGH | TRUSTEE Trustee or director | – | $0 |
| G DOUGLAS GEHR | TRUSTEE Trustee or director | – | $0 |
| JIM KIMMEL | TRUSTEE Trustee or director | – | $0 |
| JEAN KULP | TRUSTEE Trustee or director | – | $0 |
| ROBERT LAUSCH | TRUSTEE Trustee or director | – | $0 |
| PENNY L LYBA | CORRESPONDIN Trustee or director, Officer | – | $0 |
| GABRIEL MINK | TRUSTEE Trustee or director | – | $0 |
| DELORES NEUBER | TRUSTEE Trustee or director | – | $0 |
| JODI SHOWALTER | TRUSTEE Trustee or director | – | $0 |
| ROBERT SNADER | TREASURER Trustee or director, Officer | – | $0 |
| ANGELA STEWART | PRESIDENT Trustee or director, Officer | – | $0 |
| DANIEL S SWEIGART | TRUSTEE Trustee or director | – | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID WISE | TRUSTEE Trustee or director | – | $0 |
| PATRICIA WOLF | VICE PRESIDE Trustee or director, Officer | – | $0 |
990 for the year ended December 31, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOANNE L BENDER | RECORDING SECRETARY Trustee or director, Officer | 8 | $0 |
| JAMES E BRUBAKER | OUTGOING TREASURER Trustee or director, Officer | 20 | $0 |
| G ROBERT EBERLY | TRUSTEE Trustee or director | 4 | $0 |
| ELAINE H BOWMAN | TRUSTEE Trustee or director | 2 | $0 |
| BRIAN CHELTON | TRUSTEE Trustee or director | 2 | $0 |
| PENNY L LYBA | CORRESPONDING SECRETARY Trustee or director, Officer | 16 | $0 |
| ROBERT SNADER | INCOMING TREASURER Trustee or director, Officer | 20 | $0 |
| DANIEL S SWEIGART | TRUSTEE Trustee or director | 2 | $0 |
| ANGELA STEWART | VICE PRESIDENT Trustee or director, Officer | 10 | $0 |
| PATRICIA WOLF | PRESIDENT Trustee or director, Officer | 20 | $0 |
| DELORES NEUBER | TRUSTEE Trustee or director | 2 | $0 |
| JEAN KULP | TRUSTEE Trustee or director | 2 | $0 |
| G DOUGLAS GEHR | TRUSTEE Trustee or director | 2 | $0 |
| DENISE HARTER | TRUSTEE Trustee or director | 2 | $0 |
| ROBERT LAUSCH | TRUSTEE Trustee or director | 2 | $0 |
| JON PRICE | TRUSTEE Trustee or director | 2 | $0 |
| JIM KIMMEL | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOANNE L BENDER | RECORDING SECRETARY Trustee or director, Officer | 8 | $0 |
| JAMES E BRUBAKER | TREASURER Trustee or director, Officer | 20 | $0 |
| G ROBERT EBERLY | TRUSTEE Trustee or director | 4 | $0 |
| ELAINE H BOWMAN | TRUSTEE Trustee or director | 2 | $0 |
| BRIAN CHELTON | TRUSTEE Trustee or director | 2 | $0 |
| PENNY L LYBA | CORRESPONDING SECRETARY Trustee or director, Officer | 16 | $0 |
| RANDY NEWCOMER | TRUSTEE Trustee or director | 4 | $0 |
| DANIEL S SWEIGART | TRUSTEE Trustee or director | 2 | $0 |
| ANGELA STEWART | TRUSTEE Trustee or director | 2 | $0 |
| PATRICIA WOLF | PRESIDENT Trustee or director, Officer | 20 | $0 |
| DELORES NEUBER | TRUSTEE Trustee or director | 2 | $0 |
| CHAD WEAVER | TRUSTEE Trustee or director | 2 | $0 |
| G DOUGLAS GEHR | TRUSTEE Trustee or director | 2 | $0 |
| DENISE HARTER | TRUSTEE Trustee or director | 2 | $0 |
| ROBERT LAUSCH | TRUSTEE Trustee or director | 2 | $0 |
| JON PRICE | TRUSTEE Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 193, EPHRATA, PA 17522-0193
- Principal officer (990 for 2025)
- ROBERT SNADER, PO BOX 193, EPHRATA, PA 17522
- Signed the 990
- ROBERT SNADER, TREASURER
- Return prepared by
- PENNOPTIC CPAS AND STRATEGIC PARTNERS
Mission
MAINTAIN A HISTORICAL LIBRARY AND A MUSEUM HOUSING A COLLECTION OF ARTIFACTS WHICH ARE INDIGENOUS TO THE AREA.
Program accomplishments
- OPERATION OF HISTORICAL LIBRARY AND MUSEUM, THE PURPOSE OF WHICH IS TO DISCOVER, GATHER, AND PRESERVE HISTORICAL MATERIAL AND DATA RELATIVE TO THE HERITAGE OF THE COCALICO VALLEY LOCATED IN NORTHEASTERN LANCASTER COUNTY, PENNSYLVANIA.Expenses $131,448
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7002514
- 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
- 1969
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82Z)
- Assets (IRS master file)
- $1,957,499
- Income (IRS master file)
- $353,469
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $167,931 | $151,805 | $1,957,499 | XML |
| 990 | December 2024 | $198,456 | $133,128 | $1,871,516 | XML |
| 990 | December 2023 | $181,753 | $139,209 | $1,812,982 | XML |
| 990 | December 2022 | $206,050 | $161,157 | $1,752,380 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | 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 23-7002514).
Questions about HISTORICAL SOCIETY OF THE COCALICO VALLEY
- What is the EIN of HISTORICAL SOCIETY OF THE COCALICO VALLEY?
- The employer identification number (EIN) of HISTORICAL SOCIETY OF THE COCALICO VALLEY is 23-7002514.
- Is HISTORICAL SOCIETY OF THE COCALICO VALLEY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to HISTORICAL SOCIETY OF THE COCALICO VALLEY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HISTORICAL SOCIETY OF THE COCALICO VALLEY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HISTORICAL SOCIETY OF THE COCALICO VALLEY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HISTORICAL SOCIETY OF THE COCALICO VALLEY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of HISTORICAL SOCIETY OF THE COCALICO VALLEY?
- The 990 for the year ended December 31, 2025 names ROBERT SNADER.
- Who are the officers and directors of HISTORICAL SOCIETY OF THE COCALICO VALLEY?
- The 990 for the year ended December 31, 2025 lists 17 people; 0 received compensation from the organization.
- How much revenue does HISTORICAL SOCIETY OF THE COCALICO VALLEY have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $167,931, expenses of $151,805 and total assets of $1,957,499 at year end.
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