Civic Intelligence

Historical Society of Moorestown

EIN 22-1898269 • 501(c)3 • Moorestown, NJ

Profile

Maintain historical home & various historical documents

PO Box 477Moorestown, NJ 08057

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

115%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$481,270

Up $49,518 (+11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$481,270

Up $49,518 (+11%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin76th percentile

Revenue

Up

$99,273

Up $53,026 (+115%) from 2023

Expenses

Up

$77,019

Up $5,118 (+7.1%) from 2023

Net Income

Up

$22,254

Up $47,908 (+187%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $241,617Liabilities 2011: $262011Assets 2012: $247,050Liabilities 2012: $02012Assets 2013: $282,987Liabilities 2013: $02013Assets 2014: $305,206Liabilities 2014: $0Net Assets 2014: $305,2062014Assets 2015: $309,900Liabilities 2015: $0Net Assets 2015: $309,9002015Assets 2016: $329,715Liabilities 2016: $0Net Assets 2016: $329,7152016Assets 2017: $372,232Liabilities 2017: $0Net Assets 2017: $372,2322017Assets 2018: $338,161Liabilities 2018: $0Net Assets 2018: $338,1612018Assets 2019: $415,671Liabilities 2019: $0Net Assets 2019: $415,6712019Assets 2020: $443,656Liabilities 2020: $0Net Assets 2020: $443,6562020Assets 2021: $501,485Liabilities 2021: $0Net Assets 2021: $501,4852021Assets 2022: $422,907Liabilities 2022: $0Net Assets 2022: $422,9072022Assets 2023: $431,752Liabilities 2023: $0Net Assets 2023: $431,7522023Assets 2024: $481,270Liabilities 2024: $0Net Assets 2024: $481,2702024

Highlighted filing

2024

Assets$481,270
Liabilities$0
Net Assets$481,270
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $48,555Expenses 2011: $25,812Net Income 2011: $22,7432011Revenue 2012: $67,292Expenses 2012: $61,833Net Income 2012: $5,4592012Revenue 2013: $91,096Expenses 2013: $55,159Net Income 2013: $35,9372013Revenue 2014: $35,737Expenses 2014: $45,714Net Income 2014: -$9,9772014Revenue 2015: $110,620Expenses 2015: $21,966Net Income 2015: $88,6542015Revenue 2016: $32,992Expenses 2016: $28,291Net Income 2016: $4,7012016Revenue 2017: $34,022Expenses 2017: $31,145Net Income 2017: $2,8772017Revenue 2018: $31,969Expenses 2018: $36,206Net Income 2018: -$4,2372018Revenue 2019: $48,259Expenses 2019: $30,525Net Income 2019: $17,7342019Revenue 2020: $20,006Expenses 2020: $28,241Net Income 2020: -$8,2352020Revenue 2021: $31,635Expenses 2021: $28,227Net Income 2021: $3,4082021Revenue 2022: $56,288Expenses 2022: $50,431Net Income 2022: $5,8572022Revenue 2023: $46,247Expenses 2023: $71,901Net Income 2023: -$25,6542023Revenue 2024: $99,273Expenses 2024: $77,019Net Income 2024: $22,2542024

Highlighted filing

2024

Revenue$99,273
Expenses$77,019
Net Income$22,254
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$481,270
Liabilities
$0
Net assets
$481,270
Revenue
$99,273
Expenses
$77,019
Net income
$22,254
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.81$0.00$4.81$0.99$0.77$0.22
2023Summary only. Only limited summary data is available for this year.$4.32$0.00$4.32$0.46$0.72$0.26
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.23$0.00$4.23$0.56$0.50$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.01$0.00$5.01$0.32$0.28$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.44$0.00$4.44$0.20$0.28$0.08
2019Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.48$0.31$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.00$3.38$0.32$0.36$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.34$0.31$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$0.00$3.30$0.33$0.28$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.10$0.00$3.10$1.11$0.22$0.89
2014Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.36$0.46$0.10
2013Summary only. Only limited summary data is available for this year.$2.83$0.00$0.91$0.55$0.36
2012Summary only. Only limited summary data is available for this year.$2.47$0.00$0.67$0.62$0.05
2011Summary only. Only limited summary data is available for this year.$2.42$0.00$0.49$0.26$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.1
Gross Receipts
$111,988
Mission and Program Overview

Mission

Maintain historical home & various historical documents

Maintain historical home & various historical documents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$418,606$445,233▲ $26,627
Cash and Non-Interest-Bearing Accounts$13,146$36,037▲ $22,891
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$431,752$481,270▲ $49,518
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$431,752$481,270▲ $49,518
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$431,752$481,270▲ $49,518
Total Liabilities and Net Assets / Fund Balance$431,752$481,270▲ $49,518
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Lenny WagnerPresident
Linda ViziVice President
Anne MatlackTrustee
Gary EllTrustee
Hunter BetzTrustee
John WatsonTrustee
Josh BernsteinTrustee
Julia MaravichTrustee
Lisa KnellTrustee
Mary BerardiTrustee
Mickey DiCamilloTrustee
Nancy ChumneyTrustee
Paul CantonTrustee
Stephanie HerzTrustee
Danielle ThomasTrustee (eff. 11/24)
Kevin KramarskiTrustee (eff. 9/24)
Jill WeissCorresponding Secretary
Liz RosenthalRecording Secretary
Catherine HartleyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$42,064
Program Service Revenue
$37,226
Investment Income
$19,294
Other Revenue
$689
All Other Contributions
$11,395
Change in Net Assets
$22,254
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$76,169
Grants and Similar Amounts Paid$850
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$26,309--$26,309
Insurance$11,889--$11,889
Fees for Services Other$10,440--$10,440
Office Expenses$7,827--$7,827
Information Technology$4,916--$4,916
Grants to Domestic Individuals$850--$850
Advertising$271--$271
Other Expenses$115--$115
Total Functional Expenses$77,019$0$0$77,019
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the organization's treasurer prior to filing.”

Form 990, Part VI, Section C, Line 18

“The organization makes its form 990 available upon request.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and other documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Historical Society of Moorestown
EIN
22-1898269
In Care Of
% CATHERINE HARTLEY
Phone
8562350353
Address
PO BOX 477, MOORESTOWN, NJ 08057

Signing Officer

Name
Catherine Hartley
Title
Treasurer
Phone
8562350353
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Catherine Hartley
Formed
1969
Legal Domicile
Nj
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
19

Preparer

Firm
Withumsmithbrown Pc
Address
1835 MARKET STREET SUITE 1710, PHILADELPHIA, PA 19103-2945
Preparer
Richard Ruvelson
Phone
2155462140
Supplemental Narrative

Additional Explanations

Form 990 Part IX Line 11G

“Description:consulting fee total fees:10440”

Raw XML AppendixShowing 400 of 566 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0MAINTAIN HISTORICAL HOME & VARIOUS HISTORICAL DOCUMENTS.
IRS990/AdvertisingGrp/ProgramServicesAmt0271
IRS990/AdvertisingGrp/TotalAmt0271
IRS990/AllOtherContributionsAmt011395
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0CATHERINE HARTLEY
IRS990/BooksInCareOfDetail/PhoneNum08562350353
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt012 HIGH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0MOORESTOWN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd008057
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IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
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IRS990/CostOfGoodsSoldAmt0480
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IRS990/CYContributionsGrantsAmt042064
IRS990/CYGrantsAndSimilarPaidAmt0850
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IRS990/CYOtherExpensesAmt076169
IRS990/CYOtherRevenueAmt0689
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IRS990/CYTotalRevenueAmt099273
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IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0To preserve and teach the history of the township of Moorestown and Burlington County, to maintain the historical headquarters of the organization located at 12 High St, including artifacts, documents, maps, and other significant items.
IRS990/DescribedInSection501c3Ind0true
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IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
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IRS990/EscrowAccountLiabilityGrp/BOYAmt00
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IRS990/ExpenseAmt077019
IRS990/FamilyOrBusinessRlnInd0false
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IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt010440
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IRS990/ForeignActivitiesInd0false
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IRS990/Form990PartVIISectionAGrp/PersonNm0Lenny Wagner
IRS990/Form990PartVIISectionAGrp/PersonNm1Linda Vizi
IRS990/Form990PartVIISectionAGrp/PersonNm2Catherine Hartley
IRS990/Form990PartVIISectionAGrp/PersonNm3Jill Weiss
IRS990/Form990PartVIISectionAGrp/PersonNm4Liz Rosenthal
IRS990/Form990PartVIISectionAGrp/PersonNm5Mary Berardi
IRS990/Form990PartVIISectionAGrp/PersonNm6Josh Bernstein
IRS990/Form990PartVIISectionAGrp/PersonNm7Hunter Betz
IRS990/Form990PartVIISectionAGrp/PersonNm8Paul Canton
IRS990/Form990PartVIISectionAGrp/PersonNm9Nancy Chumney
IRS990/Form990PartVIISectionAGrp/PersonNm10Mickey DiCamillo
IRS990/Form990PartVIISectionAGrp/PersonNm11Gary Ell
IRS990/Form990PartVIISectionAGrp/PersonNm12Stephanie Herz
IRS990/Form990PartVIISectionAGrp/PersonNm13Lisa Knell
IRS990/Form990PartVIISectionAGrp/PersonNm14Kevin Kramarski
IRS990/Form990PartVIISectionAGrp/PersonNm15Julia Maravich
IRS990/Form990PartVIISectionAGrp/PersonNm16Anne Matlack
IRS990/Form990PartVIISectionAGrp/PersonNm17Danielle Thomas
IRS990/Form990PartVIISectionAGrp/PersonNm18John Watson
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