Civic Intelligence

Chester County Historical Society

EIN 23-1371942 • 501(c)3 • West Chester, PA

Profile

To preserve the history of chester county and southeastern pa

225 North High StreetWest Chester, PA 19380

www.chestercohistorical.org

Siviq Scores

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

Liabilities / Assets

55th percentile

0.22x

Higher debt load relative to assets than 55% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

1.89x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

13th percentile

-16%

Higher net margin than 13% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

21st percentile

$95,511

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

37th percentile

0.8%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

19%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$10,186,814

Up $79,235 (+0.8%) from 2023

Liabilities

Up

$2,235,618

Up $89,345 (+4.2%) from 2023

Net Assets

Down

$7,951,196

Down $10,110 (-0.1%) from 2023

Revenue

Up

$1,181,315

Up $190,692 (+19%) from 2023

Expenses

Down

$1,374,025

Down $201,588 (-13%) from 2023

Net Income

Up

-$192,710

Up $392,280 (+67%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $9,869,749Liabilities 2010: $1,001,900Net Assets 2010: $8,867,8492010Assets 2011: $9,460,594Liabilities 2011: $1,020,455Net Assets 2011: $8,440,1392011Assets 2012: $9,269,595Liabilities 2012: $1,055,423Net Assets 2012: $8,214,1722012Assets 2013: $10,170,701Liabilities 2013: $977,915Net Assets 2013: $9,192,7862013Assets 2014: $10,593,355Liabilities 2014: $1,197,187Net Assets 2014: $9,396,1682014Assets 2015: $13,378,885Liabilities 2015: $1,167,740Net Assets 2015: $12,211,1452015Assets 2016: $12,847,043Liabilities 2016: $1,133,169Net Assets 2016: $11,713,8742016Assets 2017: $11,738,077Liabilities 2017: $1,197,625Net Assets 2017: $10,540,4522017Assets 2018: $10,989,484Liabilities 2018: $1,391,815Net Assets 2018: $9,597,6692018Assets 2019: $11,290,834Liabilities 2019: $1,379,032Net Assets 2019: $9,911,8022019Assets 2020: $11,277,520Liabilities 2020: $1,601,814Net Assets 2020: $9,675,7062020Assets 2021: $11,285,683Liabilities 2021: $1,642,758Net Assets 2021: $9,642,9252021Assets 2022: $10,083,447Liabilities 2022: $1,826,491Net Assets 2022: $8,256,9562022Assets 2023: $10,107,579Liabilities 2023: $2,146,273Net Assets 2023: $7,961,3062023Assets 2024: $10,186,814Liabilities 2024: $2,235,618Net Assets 2024: $7,951,1962024

Highlighted filing

2024

Assets$10,186,814
Liabilities$2,235,618
Net Assets$7,951,196

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,591,3032010Expenses 2011: $1,532,6072011Expenses 2012: $1,570,1362012Revenue 2013: $2,291,196Expenses 2013: $1,546,206Net Income 2013: $744,9902013Revenue 2014: $1,780,786Expenses 2014: $1,500,046Net Income 2014: $280,7402014Revenue 2015: $4,647,711Expenses 2015: $1,590,276Net Income 2015: $3,057,4352015Revenue 2016: $954,271Expenses 2016: $1,568,402Net Income 2016: -$614,1312016Revenue 2017: $1,293,821Expenses 2017: $1,460,255Net Income 2017: -$166,4342017Revenue 2018: $1,132,553Expenses 2018: $1,533,047Net Income 2018: -$400,4942018Revenue 2019: $1,277,465Expenses 2019: $1,474,405Net Income 2019: -$196,9402019Revenue 2020: $991,198Expenses 2020: $1,411,962Net Income 2020: -$420,7642020Revenue 2021: $1,489,670Expenses 2021: $1,635,692Net Income 2021: -$146,0222021Revenue 2022: $1,116,306Expenses 2022: $1,660,080Net Income 2022: -$543,7742022Revenue 2023: $990,623Expenses 2023: $1,575,613Net Income 2023: -$584,9902023Revenue 2024: $1,181,315Expenses 2024: $1,374,025Net Income 2024: -$192,7102024

Highlighted filing

2024

Revenue$1,181,315
Expenses$1,374,025
Net Income-$192,710

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$2.24$7.95$1.18$1.37$0.19
2023Summary only. Only limited summary data is available for this year.$10.1$2.15$7.96$0.99$1.58$0.58
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$1.83$8.26$1.12$1.66$0.54
2021Summary only. Only limited summary data is available for this year.$11.3$1.64$9.64$1.49$1.64$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$1.60$9.68$0.99$1.41$0.42
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$1.38$9.91$1.28$1.47$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$1.39$9.60$1.13$1.53$0.40
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$1.20$10.5$1.29$1.46$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$1.13$11.7$0.95$1.57$0.61
2015Detailed filing. Detailed filing data is available for this year.$13.4$1.17$12.2$4.65$1.59$3.06
2014Detailed filing. Detailed filing data is available for this year.$10.6$1.20$9.40$1.78$1.50$0.28
2013Detailed filing. Detailed filing data is available for this year.$10.2$0.98$9.19$2.29$1.55$0.74
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.27$1.06$8.21$1.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.46$1.02$8.44$1.53
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.87$1.00$8.87$1.59
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 23, 2025
Return Version
2024v5.2
Gross Receipts
$1,328,584
Mission and Program Overview

Mission

To preserve the history of chester county and southeastern pa

To inspire, inform and build the chester county community identity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,711,811$2,832,705▲ $120,894
Investments in Publicly Traded Securities$1,140,547$2,302,285▲ $1,161,738
Land, Buildings, and Equipment, Net$1,776,498$1,646,622▼ $129,876
Savings and Temporary Cash Investments$2,348,200$1,285,706▼ $1,062,494
Cash and Non-Interest-Bearing Accounts$557,992$584,797▲ $26,805
Prepaid Expenses and Deferred Charges$19,865$24,453▲ $4,588
Pledges and Grants Receivable$6,423$19,410▲ $12,987
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$10,107,579$10,186,814▲ $79,235
Other Assets Total$1,546,243$1,490,836▼ $55,407
Liabilities
Other Liabilities$1,679,092$1,800,817▲ $121,725
Mortgage Notes Payable Secured by Investment Property$300,400$298,073▼ $2,327
Accounts Payable and Accrued Expenses$129,345$131,468▲ $2,123
Deferred Revenue$37,436$5,260▼ $32,176
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$2,146,273$2,235,618▲ $89,345
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,404,861$4,663,141▲ $258,280
Net Assets Without Donor Restrictions$3,556,445$3,288,055▼ $268,390
Total Net Assets Fund Balance$7,961,306$7,951,196▼ $10,110
Total Liabilities and Net Assets / Fund Balance$10,107,579$10,186,814▲ $79,235

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,590,619$607,785$2,198,404
Equipment$42,756$125,261$168,017
Leasehold Improvements$13,247$779$14,026
Other Assets Org$1,490,836--
Other Securities$2,832,705--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,262,577-▲ $121,949$28,689$1,355,837
2023$1,186,879-▲ $97,489$21,791$1,262,577
2022$1,383,151-▼ $161,012$35,260$1,186,879
2021$1,278,576-▲ $170,032$65,457$1,383,151
2020$1,148,260-▲ $142,547$12,231$1,278,576
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Conor HeppPresidentFT$90,606$4,905$95,511

Board Members and Trustees

NameTitle
Holly StoviakChair
Cuyler WalkerTrustee
Damon SinclairTrustee
Holly GrossTrustee
John SilverthorneTrustee
Mary BrooksTrustee
Mary-ellen H AllenTrustee
Patrick MckennaTrustee
Robert VosburghTrustee
Robert Vosburgh Jr EsqTrustee
DIANE D'ARCANGELO EDDTrustee (eff 05/24)
Kalia M Reynolds EddTrustee (eff 07/24)
Vernet C Spence-brownTrustee (eff 07/24)
Andrew DinnimanTrustee (term 01/24)
Dr Mian Jan Facc FscaiTrustee (term 01/24)
Todd PrideTrustee (term 01/24)
Charles H WhiteTrustee (term 06/24)
Jeff GroffTrustee (term 06/24)
Rebecca HuntTrustee (term 11/24)
Anne SkillmanTrustee/sec
Andrew GordonTrustee/VP
Matt Mckeon EsqSecretary (term 01/24)
DOMENIC D'GINTOTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$569,603
Program Service Revenue
$317,755
Investment Income
$305,110
Other Revenue
$-11,153
All Other Contributions
$392,994
Change in Net Assets
$-192,710

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,314,853
Revenue Not Reported on Financial Statements
$-133,538
Revenue Not Reported on Form 990
$182,600
Other Revenue Adjustments
$-147,269
Total Revenue per Audited Statements
$1,497,453
Total Revenue per Form 990
$1,181,315
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$774,945
Other Expenses$599,080
Total Fundraising Expense$230,845
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$402,104$61,418$126,960$590,482
Occupancy$178,884$22,649$2,578$204,111
Depreciation Depletion$148,197$5,110$1,703$155,010
Current Officers, Directors, Trustees, and Key Employees$65,038$9,932$20,541$95,511
Fees for Services Accounting$1,868$73,346$14,798$90,012
Office Expenses$19,129$4,323$33,101$56,553
Payroll Taxes$32,985$5,016$10,480$48,481
Other Employee Benefits$27,535$4,188$8,748$40,471
Fees for Services Other$532$20,874$4,212$25,618
Fees for Service Investment Mgmnt Fees-$13,731-$13,731
Insurance$8,908$1,353$2,817$13,078
Interest-$7,897-$7,897
Advertising$2,469$3,461$973$6,903
Travel$959$2,269$2,420$5,648
Other Expenses$509$915$250$509
Total Functional Expenses$895,927$247,253$230,845$1,374,025

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,507,563
Total Expenses per Form 990$1,374,025
Expenses per Audited Statements$1,360,294
Expenses Not Reported on Form 990$147,269
Expenses Not Reported on Financial Statements$13,731
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$51,642
Fundraising Gross Income$51,642
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Antiques Show$32,186---
History Makers$48,532$32,132$9,522$22,610
Total Events$109,828$51,642$51,642-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liabilities$1,800,817
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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 finance committee and presented to the board prior to filing.

FORM 990, PART VI, SECTION B, LINE 12C:

Board members, staff and certain volunteers of the organization ("interested parties") are required to disclose any actual or potential conflict of interest as soon as it is known, or reasonably should be known. Interested parties are required to provide an annual questionnaire to the board president and in the absence of the board president, to the secretary. Copies of these questionnaires are also provided to the president. This questionnaire is used to fully and completely disclose the facts about any actual or potential conflicts. An additional disclosure statement will be completed if an actual or potential conflict arises. If an actual or potential conflict arises between the organization and an interested party, the board or directors shall determine the appropriate response to that conflict. If a conflict exists, the organization will refrain from completing that action until the conflict has been addressed. Failure to disclosure possible conflicts of interest will be addressed and investigated by the board of directors and appropriate disciplinary or corrective action will be taken at that time.

FORM 990, PART VI, SECTION B, LINE 15A:

The salary of the president is subject to annual review and approval by the board of directors.

FORM 990, PART VI, SECTION C, LINE 19:

Governing documents, conflict of interest policy and financial statements are made available upon request.

Filing and Contact Details

Filer

Filer Name
Chester County Historical Society
EIN
23-1371942
In Care Of
% THE ORGANIZATION
Phone
6106924800
Address
225 North High Street, West Chester, PA 19380

Signing Officer

Name
Conor Hepp
Title
President
Phone
6106924800
Signed
2025-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Conor Hepp
Formed
1945
Legal Domicile
Pa
Voting Board Members
14
Independent Board Members
14
Employees
28
Volunteers
120

Preparer

Firm
Withumsmithbrown Pc
Address
1835 MARKET STREET 300, PHILADELPHIA, PA 19103-2945
Preparer
Richard Ruvelson
Phone
2155462140
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9 CHANGES IN NET ASSETS:

Change in value of split interest agreements 120,894

Financial Statement Notes

PART III, LINE 1A:

Collection items acquired either through purchase or donation are not capitalized. Accordingly, the cost of collection items purchased is reported as a decrease in net assets and proceeds from the sale of collection items are reported as an increase in net assets.

PART III, LINE 4:

The chester county historical society (cchs) inspires, informs, and builds community identity by preserving and sharing the remarkable story of chester county and its people. Representing more than three centuries of regional history, our collections include objects, manuscripts, published resources, and photographic archives. Museum collections include but are not limited to agricultural, industrial and domestic artifacts; decorative and fine art items including paintings, prints, ceramics and glass, furniture, and metals; prehistoric and native american artifacts (adhering to the nagpra act of 1990); clothing and textiles; and dolls and toys. Library collections include but are not limited to books, pamphlets, manuscripts including personal papers, archives, business records, diaries, scrapbooks, broadsides and posters, maps, architectural drawings, ephemera, and chester county historical society archives. Photo archives collections include images produced from the 1840s to the present such as: portraits, landscapes, the built environment and local events. The subjects may be casual or formal. This area also contains negatives and transparencies, audiovisual materials such as oral histories, muscial recordings by local composers or musicians, videos of events, and digital recordings.

PART V, LINE 4:

The organization's endowment funds are used to support various programs based on the spending policy as determined by the board of directors.

PART X, LINE 2:

U.s. Gaap requires entities to evaluate, measure, recognize and disclose any uncertain income tax positions taken on their tax returns. Gaap prescribes a minimum threshold that a tax position is required to meet in order to be recognized in the financial statements. The society believes that it had no uncertain tax positions as defined in u.s. Gaap.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in value of split interest agreements 120,894

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Museum sales cost of goods sold -9,125 fundraising expenses -51,642 rental expenses -86,502 total to schedule d, part xi, line 4b -147,269

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Museum sales cost of goods sold 9,125 fundraising expenses 51,642 rental expenses 86,502 total to schedule d, part xii, line 4b 147,269

Raw XML AppendixShowing 400 of 839 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.

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IRS990/MissionDesc0THE CHESTER COUNTY HISTORICAL SOCIETY (THE "SOCIETY") IS A NONPROFIT ORGANIZATION ESTABLISHED TO INSPIRE, INFORM AND BUILD COMMUNITY IDENTITY BY PRESERVING AND SHARING THE REMARKABLE STORY OF CHESTER COUNTY AND ITS PEOPLE. THE SOCIETY PROVIDES PUBLIC ACCESS TO THE IDEAS, ISSUES AND PROCESSES OF THE PAST THAT HAVE SHAPED THE PRESENT. ITS EXHIBITION, RESEARCH, SERVICES AND PROGRAMS SHARE THIS ACCESS WITH PEOPLE OF ALL AGES SEEKING TO UNDERSTAND OUR SHARED HERITAGE.
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