Historical Society Of Western Pennsylvania in Pittsburgh, Pennsylvania (PA)

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Historical Society Of Western Pennsylvania
Employer Identification Number (EIN)250965391
Name of OrganizationHistorical Society Of Western Pennsylvania
Address1212 Smallman St, Pittsburgh, PA 15222-4200
ActivitiesHistorical site, records or reenactment
SubsectionCharitable Organization
Ruling Date08/1949
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2014
Assets$50,000,000 to greater
Income$10,000,000 to $49,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$63,560,533
Amount of Income$40,128,895
Form 990 Revenue Amount$14,363,112
National Taxonomy of Exempt Entities (NTEE)Arts, Culture and Humanities: Historical Societies, Related Historical Activities


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Amount of income in 2014: $40,128,895
This organization: 

 $40,128,895
Other organizations performing similar types of work: 

 $218,607

Assets in 2014: $63,560,533
Historical Society Of Western Pennsylvania: 

 $63,560,533
Other organizations performing similar types of work: 

 $961,312

Expenses in 2013: $10,580,734
Historical Society Of Western Pennsylvania: 

 $10,580,734
Other organizations performing similar types of work: 

 $159,230

Income to expenses ratio in 2013: 3.8
Historical Society Of Western Pennsylvania: 

 3.8
Other organizations performing similar types of work: 

 1.3

Expenses allocated to program services in 2007: 71.0%
Historical Society Of Western Pennsylvania: 

 71.0%
Other organizations performing similar types of work: 

 74.7%

Number of employees in 2013: 167
This organization: 

 167
Other organizations performing similar types of work: 

 4

Employees paid over $100,000 in 2013: 3.6%
This organization: 

 3.6%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 67.4%
This organization: 

 67.4%
Other organizations performing similar types of work: 

 29.9%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?YesYes
Is the organization required to complete Schedule B, Schedule of Contributors?YesYes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?YesYes
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?YesYes
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?YesYes
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?NoNo
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNo
Did the organization report an amount for other liabilities?NoNo
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?YesYes
Did the organization obtain separate, independent audited financial statements for the tax year?YesYes
Was the organization included in consolidated, independent audited financial statements for the tax year?NoNo
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?YesYes
Did the organization report more than $15,000 total of fundraising event gross income and contributions?YesYes
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?YesYes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?NoYes
Did the organization receive more than $25,000 in non-cash contributions?YesYes
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?YesYes
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNo
Was the organization related to any tax-exempt or taxable entity?YesYes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?NoNo
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 10966763
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesYes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return200167
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?NoNoNo
Has it filed a Form 990-T for this year?NoNo
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?YesYes
Did the organization notify the donor of the value of the goods or services provided?YesYes
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$369,146$379,389
Total reportable compensation from related organizations$0$0
Total estimated amount of other compensation from the organization and related organizations$19,634$22,118
Total number of individuals who received more than $100,000 of reportable compensation from the organization12
Total number of independent contractors who received more than $100,000 of compensation from the organization44
Statement of Revenue
201120122013
Total revenue$8,317,680$10,319,230$8,715,416
Contributions, Gifts, Grants and Other Similar Amounts$5,579,035$8,852,551$5,871,582
Program Service Revenue$1,989,217$1,489,667$2,052,195
900099$640,913$962,043
532000$628,286$789,000
900099$220,468$301,152
All other program service revenue$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$479,370$378,272$409,125
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$0$0$0
Net rental income$0$0$0
Net gain/loss from sales of assets other than inventory$-40,816$-283,707$214,075
Gross amount from sales of assets other than inventory (Securities / Other)$21,064,340 / $0$19,677,969 / $0$21,206,142 / $0
Less: cost or other basis and sales expenses (Securities / Other)$21,105,156 / $0$19,961,676 / $0$20,992,067 / $0
Gain or (loss) (Securities / Other)$-40,816 / $0$-283,707 / $0$214,075 / $0
Net income/loss from fundraising events$89,655$-172,759$-66,749
Gross income from fundraising events$317,903$97,584$109,971
Less: direct expenses$228,248$270,343$176,720
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$221,219$55,206$235,188
Gross sales of inventory, less returns and allowances$415,201$340,256$441,537
Less: cost of goods sold$193,982$285,050$206,349
Miscellaneous Revenue$0$0$0
Statement of Functional Expenses
201120122013
Total functional expenses$9,968,689$9,197,698$10,580,734
Grants and other assistance to domestic organizations and domestic governments$0$0
Grants and other assistance to domestic individuals$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$383,499$383,499$392,199
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$3,437,341$3,202,706$3,694,574
Pension plan accruals and contributions$0$37,961
Other employee benefits$418,316$412,929
Payroll taxes$371,090$336,472$406,027
Fees for services (non-employees)
Management$0$0
Legal$12,466$17,733
Accounting$61,577$65,261
Lobbying$12,259$24,201
Professional fundraising services$266,634$213,541$91,056
Investment management fees$37,192$114,568
Other$152,376$146,006
Advertising and promotion$61,652$385,162
Office expenses$377,270$395,987
Information technology$72,451$132,538
Royalties$0$0
Occupancy$797,092$761,880
Travel$56,318$66,259
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$28,907$24,027
Interest$168,243$150,497
Payments to affiliates$0$0
Depreciation, depletion, and amortization$1,503,634$1,581,848
Insurance$139,110$175,692
Other expenses$594,431$681,492
Other expenses$177,565$354,761
Other expenses$113,830$262,212
Other expenses$72,276$91,701
Other expenses$204,515$114,163
Balance Sheet
201120122013
Total assets$54,285,633$55,680,678$57,274,847
Cash - non-interest-bearing$33,005$52,804
Savings and temporary cash investments$3,861,076$3,050,354
Pledges and grants receivable, net$4,517,891$3,310,606
Accounts receivable, net$130,777$122,374
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$0$0
Inventories for sale or use$242,748$301,092
Prepaid expenses and deferred charges$121,905$56,491
Land, buildings, and equipment: cost or other basis$29,585,769$31,200,514
Investments - publicly traded securities$15,509,386$17,489,257
Investments - other securities$1,678,121$1,691,355
Investments - program-related$0$0
Intangible assets$0$0
Other assets$0$0
Total liabilities$2,618,890$3,347,468$5,040,489
Accounts payable and accrued expenses$387,116$840,262
Grants payable$0$0
Deferred revenue$872,073$625,992
Tax-exempt bond liabilities$0$0$0
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$2,119,434$969,168$2,508,656
Unsecured notes and loans payable to unrelated third parties$90,000$1,119,111$1,065,579
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$0$0
Total net assets or fund balances$51,666,743$52,333,210$52,234,358
Unrestricted net assets$26,626,842$25,701,757
Temporarily restricted net assets$3,179,928$3,790,075
Permanently restricted net assets$22,526,440$22,742,526
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi)
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2009 - 2013)
2009 - 2013 Total
Public Support$27,979,449
Subtotal Support$32,993,229
Gifts, grants, contributions, and membership fees received$31,373,229
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$1,620,000
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) that exceeds 2% of the total support$5,013,780
Total Support$35,076,523
Public Support$32,993,229
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$2,083,294
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income. Do not include gain or loss from the sale of capital assets$0
Gross receipts from related activities, etc.$10,923,653
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004200520062007
Total revenue$6,905,454$6,778,913$16,334,584$7,607,490$9,733,089$8,317,918$9,845,393$14,710,828
Contributions, gifts, grants, and similar amounts received$5,230,642$5,711,126$15,294,483$6,241,812$7,295,477$5,494,407$6,467,399$9,399,795
Contributions to donor advised funds$0$0
Direct public support$4,299,971$4,761,104$5,197,414$5,800,807$5,876,047$2,450,568$4,522,149$9,088,890
Indirect public support$0$0$0$0$0$0$0$0
Government contributions (grants)$930,671$950,022$10,097,069$441,005$1,419,430$3,043,839$1,945,250$310,905
Program service revenue including government fees and contracts$400,786$361,859$622,741$576,410$887,812$1,087,745$1,158,834$1,279,766
Membership dues and assessments$321,461$314,852$322,427$330,229$290,631$315,093$286,542$346,528
Interest on savings and temporary cash investments$27,223$6,596$7,098$5,400$18,466$8,607$29,116$20,229
Dividends and interest from securities$432,015$413,577$351,977$311,162$338,485$398,095$379,571$424,924
Net rental income or (loss)$0$0$117,815$114,394$0$0$0$0
Gross rents$0$0$117,815$114,394$0$0$0$0
Less: rental expenses$0$0$0$0$0$0$0$0
Other investment income$0$0$0$0$0$0$0$0
Gain or (loss) from sales of assets other than inventory$128,478$-457,990$-728,454$-42,586$927,973$1,060,264$1,327,158$2,768,150
Gross amount from sales of assets other than inventory$712,575$1,270,125$8,844,151$309,978$15,281,333$13,538,160$13,579,255$51,365,644
Less: cost or other basis and sales expenses$584,097$1,728,115$9,572,605$352,564$14,353,360$12,477,896$12,252,097$48,597,494
Net income or (loss) from special events and activities$203,784$292,833$231,980$-53,994$-134,472$-161,853$74,495$325,379
Gross revenue$350,830$413,281$335,951$62,998$207,887$64,638$332,198$656,911
Less: direct expenses other than fundraising expenses$147,046$120,448$103,971$116,992$342,359$226,491$257,703$331,532
Gross profit or (loss) from sales of inventory$158,845$108,364$114,517$124,663$108,717$115,560$122,278$146,057
Gross sales of inventory, less returns and allowances$315,366$238,117$239,519$228,869$189,678$235,476$248,954$309,406
Less: cost of goods sold$156,521$129,753$125,002$104,206$80,961$119,916$126,676$163,349
Other revenue$2,220$27,696$0$0$0$0$0$0
Total expenses$6,119,920$6,449,938$6,922,978$6,995,713$10,351,441$7,838,243$8,425,720$8,344,516
Program services$4,098,298$4,234,247$4,606,912$4,651,863$8,259,004$5,353,951$5,912,977$5,921,734
Management and general$1,399,402$1,520,054$1,766,927$1,784,158$1,502,616$1,954,556$1,137,143$1,162,701
Fundraising$622,220$695,637$549,139$559,692$589,821$529,736$1,361,419$1,260,081
Payments to affiliates$0$0$0$0$0$0$14,181$0
Net assets or fund balances at end of year$38,848,000$38,371,213$48,345,215$50,378,499$49,646,260$49,998,323$51,782,992$54,289,979
Excess or (deficit) for the year$785,534$328,975$9,411,606$611,777$-618,352$479,675$1,419,673$6,366,312
Net assets or fund balances at beginning of year$38,844,523$38,848,000$38,371,213$48,345,215$50,378,499$49,646,260$49,412,837$51,987,021
Other changes in net assets or fund balances$-782,057$-805,762$562,396$1,421,507$-113,887$-127,612$950,482$-4,063,354
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$8,344,516$5,921,734$1,162,701$1,260,081
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$397,400$132,469$132,466$132,465
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$2,437,800$1,913,151$386,855$137,794
Pension plan contributions not included above$62,802$50,250$6,929$5,623
Employee benefits not included above$344,009$156,640$184,755$2,614
Payroll taxes$274,432$209,445$41,404$23,583
Professional fundraising fees$0$0$0$0
Accounting fees$0$0$0$0
Legal fees$98,155$7,104$78,525$12,526
Supplies$67,408$39,378$24,364$3,666
Telephone$51,176$7,968$43,208$0
Postage and shipping$65,111$52,666$885$11,560
Occupancy$727,057$144,388$17,178$565,491
Equipment rental and maintenance$93,922$49,429$31,541$12,952
Printing and publications$205,860$145,148$1,131$59,581
Travel$109,211$78,746$12,795$17,670
Conferences, conventions, and meetings$28,484$23,345$1,940$3,199
Interest$178,601$169,961$8,640$0
Depreciation, depletion, etc.$1,168,591$1,168,591$0$0
Other expenses not covered above$2,034,497$1,573,055$190,085$271,357
Balance Sheets
20002001200220032004200520062007
Total assets$39,396,834$38,605,989$48,871,177$58,531,265$56,202,825$53,999,933$54,847,025$57,254,252
Cash - non-interest-bearing$26,607$16,128$16,620$11,987$14,899$13,180$19,402$29,313
Savings and temporary cash investments$861,000$1,049,768$638,847$1,191,955$990,230$492,831$431,466$955,288
Accounts receivable less allowance for doubtful accounts$102,508$113,014$112,658$66,353$147,092$96,585$129,764$174,058
Pledges receivable less allowance for doubtful accounts$2,503,757$2,322,169$13,073,482$12,807,224$5,552,834$4,103,574$3,700,038$5,741,302
Grants receivable$0$0$0$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Inventories for sale or use$215,603$230,833$227,308$255,648$289,260$238,736$224,806$368,685
Prepaid expenses and deferred charges$0$27,258$51,734$68,824$48,022$52,131$57,490$59,334
Investments - publicly-traded securities$17,507,385$13,344,930
Investments - other securities$13,466,061$13,459,827$13,455,816$15,157,867$16,049,559$15,745,327$211,311$2,876,382
Investments - land, buildings, and equipment less accumulated depreciation$0$0$21,294,712$28,971,407$0$0$0$0
Investments - other$0$0$0$0$0$997,638$1,134,777$2,028,950
Land, buildings, and equipment less accumulated depreciation$22,221,298$21,386,992$0$0$33,110,929$32,259,931$31,430,586$31,676,010
Other assets, including program-related investments$0$0$0$0$0$0$0$0
Total liabilities$548,834$234,776$525,962$8,152,766$6,556,565$4,001,610$3,064,033$2,964,273
Accounts payable and accrued expenses$219,280$215,780$502,401$2,248,325$781,158$380,671$377,418$531,733
Grants payable$0$0$0$0$0$0$0$0
Deferred revenue$19,554$18,996$13,104$111,897$86,418$104,187$94,730$184,625
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0$0$0$0$0
Mortgages and other notes payable$310,000$0$10,457$5,792,544$5,688,989$3,516,752$2,591,885$2,247,915
Other liabilities$0$0$0$0$0$0$0$0
Total liabilities and net assets/fund balances$39,396,834$38,605,989$48,871,177$58,531,265$56,202,825$53,999,933$54,847,025$57,254,252
Total net assets or fund balances$38,848,000$38,371,213$48,345,215$50,378,499$49,646,260$49,998,323$51,782,992$54,289,979
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004200520062007
Total revenue$6,123,397$6,778,913$16,334,584$7,607,490$9,733,089$8,317,918$9,845,393$14,710,828
Total revenue, gains, and other support per audited financial statements$6,279,918$6,908,666$17,486,281$9,724,019$10,416,827$8,923,659$11,558,221$11,470,487
Other expenses$156,521$129,753$1,151,697$2,116,529$683,738$605,741$1,712,828$-3,240,341
Net unrealized gains on investments$0$0$562,396$1,421,507$-113,887$-127,612$1,001,690$-4,063,354
Donated services and use of facilities$0$0$360,328$418,419$374,305$386,946$326,759$328,132
Recoveries of prior year grants$0$0$0$0$0$0$0$0
Other$156,521$129,753$228,973$276,603$423,320$346,407$384,379$494,881
Other revenue$0$0$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004200520062007
Total expenses$6,119,920$6,449,938$6,922,978$6,995,713$10,351,441$7,838,243$8,425,720$8,344,516
Total expenses and losses per audited financial statements$6,276,441$6,579,691$7,512,279$7,690,735$11,149,066$8,571,596$9,188,066$9,167,529
Other revenue$156,521$129,753$589,301$695,022$797,625$733,353$762,346$823,013
Donated services and use of facilities$0$0$360,328$418,419$374,305$386,946$326,759$328,132
Prior year adjustments$0$0$0$0$0$0$0$0
Losses$0$0$0$0$0$0$0$0
Other$156,521$129,753$228,973$276,603$423,320$346,407$435,587$494,881
Other expenses$0$0$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
40$275,000$8,850$0
40$103,000$10,550$0
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings55
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?Yes
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?No
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 2006100
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$3,919,796$1,391,237
Program service revenue
Program service revenue 1000000$0Section 501(c)(3) organization - Income from an activity carried on primarily for the convenience of the organization's members, students, patients, visitors, officers, or employees (hospital parking lot or museum cafeteria, for example) (section 513(a)(2))$706,493$0
Program service revenue 2000000$000$0$480,447
Program service revenue 3000000$000$0$92,826
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$346,528
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$20,229$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$424,924$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$2,768,150$0
Net income or (loss) from special events000000$000$0$325,379
Gross profit or (loss) from sales of inventory000000$000$0$146,057
Other revenue000000$000$0$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$72,000$1,850$0
$70,000$3,501$0
$70,000$0$0
$60,250$7,762$0
$64,500$3,226$0
Total number of other employees paid over $50,0002
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$18,495
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that receives a substantial part of its support from a governmental unit or from the general public
Support Schedule
19992000200120022003200420052006
Total$11,105,427$6,905,454$6,808,010$16,838,245$8,375,610$16,402,087$9,103,828$9,007,664
Gifts, grants, and contributions received$9,378,895$5,230,642$5,711,126$15,294,483$6,554,375$14,469,128$6,994,174$6,572,449
Membership fees received$318,130$321,461$314,852$322,427$330,229$290,631$315,093$286,542
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$795,272$765,635$361,859$862,260$1,060,050$1,285,377$1,387,859$1,739,986
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$613,130$587,716$420,173$359,075$430,956$356,951$406,702$408,687
Net income from unrelated business activities not included above$0$0$0$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0$0$0$0
Other income$0$0$0$0$0$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
Unrelated Trade or Business Income (for 2008)
IncomeExpensesNet
Total$0$0$0
Gross receipts or sales less returns and allowances$0$0$0
Cost of goods sold$0$0$0
Gross profit$0$0$0
Capital gain net income$0$0$0
Net gain$0$0$0
Capital loss deduction for trusts$0$0$0
Income (loss) from partnerships and S corporations$0$0$0
Rent income$0$0$0
Unrelated debt-financed income$0$0$0
Interest, annuities, royalties, and rents from controlled organizations$0$0$0
Investment income of a section 501(c)(7), (9), or (17) organization$0$0$0
Exploited exempt activity income$0$0$0
Advertising income$0$0$0
Other income$0$0$0
Deductions Not Taken Elsewhere (for 2008)
Total deductions$0
Compensation of officers, directors, and trustees$0
Salaries and wages$0
Repairs and maintenance$0
Bad debts$0
Interest$0
Taxes and licenses$0
Charitable contributions$0
Depreciation$0
Depletion$0
Contributions to deferred compensation plans$0
Employee benefit programs$0
Excess exempt expenses$0
Excess readership costs$0
Other deductions$0
Unrelated business taxable income$0
Unrelated business taxable income before net operating loss deduction$0
Net operating loss deduction$0
Unrelated business taxable income before specific deduction$0
Specific deduction$1,000
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Historical Society Of Western Pennsylvania1212 Smallman St, Pittsburgh, PA 15222-4200PA1949-08$40,128,895
2Historical Society Of Pennsylvania1300 Locust St, Philadelphia, PA 19107-5661PA1928-12$10,143,431
3Pennsylvania Society808 Bethlehem Pike Ste 1, Erdenheim, PA 19038-8110PA1986-03$957,682
4Braddock Carnegie Library Association419 Library St, Braddock, PA 15104-1609PA1978-04$607,936
5Pennsylvania Railroad Technical & Historical SocietyPO BOX 220, Mill Hall, PA 17751-0220PA1975-07$225,079
6Yamhill County Historical SocietyPO BOX 484, Lafayette, OR 97127-0484OR1971-01$153,941
7Washington County Historical And Fine Arts Tr Inc135 W Washington St, Hagerstown, MD 21740-4709MD1977-05$122,791
8Washington County Historical Society49 E Maiden St, Washington, PA 15301-4941PA1996-03$114,968
9National Society Of The Colonial Dames Of America Inthe Commonwealh, Pennsylvania State Socirety Colonial Dames Of The Seventh Century34 White Birch Road, Dalton, PA 18414PA1973-01$1,271,269
10Woodlands Trust For Historic Preservation4000 Woodland Ave, Philadelphia, PA 19104-4560PA1998-10$500,144
11Rowland Theatre Inc127 N Front St, Philipsburg, PA 16866-1603PA1991-10$123,654
12Spring-Ford Area Historical SocietyPO BOX 312, Royersford, PA 19468-0312PA1992-12$27,462
13Wallenpaupack Historical Society IncPO BOX 345, Paupack, PA 18451-0345PA1998-04$16,643
14Lewis Johnson Family Cemetery Association603 W 1st St, Oil City, PA 16301-3025PA2000-08$1
15Bethlehem Steelworkers Memorial Committee10 E Church Street, Bethlehem, PA 18018PA2000-04$0
16Historical Advancement Association1609 Cecil B Moore Ave # 11, Philadelphia, PA 19121-3209PA1999-08$0
17National Society Of The Sons Of The American Revolution236 Winners Circle Drive, Red Lion, PA 17356PA1944-08$0
18Paoli Battlefield Preservation TrPo Box 173, Malvern, PA 19355PA1996-08$0
19Roaring Creek And Catawissa Valley Historical Study GroupPo Box 161, Numidia, PA 17858PA2000-01$0
20Washington County Historical Society, Amwell Twp Historical SocietyPo Box 231, Amity, PA 15311PA1996-03$0
Number of organizations performing similar types of work
Alaska3
Alabama6
Arkansas5
Arizona5
California30
Colorado6
Connecticut17
District of Columbia13
Delaware5
Florida11
Georgia14
Hawaii4
Iowa10
Idaho1
Illinois15
Indiana13
Kansas8
Kentucky11
Louisiana7
Massachusetts20
Maryland12
Maine11
Michigan9
Minnesota7
Missouri13
Mississippi7
Montana3
North Carolina14
North Dakota1
Nebraska2
New Hampshire4
New Jersey10
New Mexico2
New York53
Ohio24
Oklahoma5
Oregon10
Pennsylvania33
Rhode Island8
South Carolina7
South Dakota3
Tennessee9
Texas30
Utah3
Virginia26
Vermont7
Washington11
Wisconsin12
West Virginia8
Total548

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