Civic Intelligence

The Bucks County Historical Society Inc

EIN 23-1371952 • 501(c)3 • Doylestown, PA

View Organization Page

Profile

Inspired by the vision and creativity of henry c. Mercer, it is the mission of the bucks county historical society to cultivate among its many audiences a broad appreciation and awareness of the past, helping people find stories and meanings that both sustain them in the present and aid them in approaching the future.

84 South Pine StreetDoylestown, PA 18901

www.mercermuseum.org

Siviq Scores

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

Liabilities / Assets

45th percentile

0.13x

Higher debt load relative to assets than 45% of similar nonprofits.

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

Liabilities / Revenue

80th percentile

0.93x

Higher debt load relative to revenue than 80% of similar nonprofits.

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

Net Margin

6th percentile

-50%

Higher net margin than 6% of similar nonprofits.

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

Top Officer Pay

48th percentile

$180,901

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

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

Asset Growth

22nd percentile

-3.2%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

52nd percentile

8.1%

Faster revenue growth than 52% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$20,837,274

Down $682,847 (-3.2%) from 2023

Liabilities

Up

$2,799,131

Up $609,768 (+28%) from 2023

Net Assets

Down

$18,038,143

Down $1,292,615 (-6.7%) from 2023

Operations
Liabilities / Revenue80th percentileNet Margin6th percentile

Revenue

Up

$3,018,935

Up $225,495 (+8.1%) from 2023

Expenses

Up

$4,518,774

Up $302,265 (+7.2%) from 2023

Net Income

Down

-$1,499,839

Down $76,770 (-5.4%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$30M$20M$10M$0Assets 2010: $22,526,647Liabilities 2010: $2,908,946Net Assets 2010: $19,617,7012010Assets 2011: $25,196,172Liabilities 2011: $4,161,682Net Assets 2011: $21,034,4902011Assets 2012: $26,879,019Liabilities 2012: $3,363,435Net Assets 2012: $23,515,5842012Assets 2013: $26,795,580Liabilities 2013: $2,050,467Net Assets 2013: $24,745,1132013Assets 2014: $26,151,813Liabilities 2014: $1,803,396Net Assets 2014: $24,348,4172014Assets 2015: $25,136,164Liabilities 2015: $1,696,795Net Assets 2015: $23,439,3692015Assets 2016: $24,735,410Liabilities 2016: $1,628,773Net Assets 2016: $23,106,6372016Assets 2017: $25,244,663Liabilities 2017: $1,607,480Net Assets 2017: $23,637,1832017Assets 2018: $23,546,226Liabilities 2018: $1,567,626Net Assets 2018: $21,978,6002018Assets 2019: $24,417,887Liabilities 2019: $1,813,258Net Assets 2019: $22,604,6292019Assets 2020: $25,742,924Liabilities 2020: $2,252,383Net Assets 2020: $23,490,5412020Assets 2021: $25,757,784Liabilities 2021: $2,278,433Net Assets 2021: $23,479,3512021Assets 2022: $21,991,426Liabilities 2022: $2,179,908Net Assets 2022: $19,811,5182022Assets 2023: $21,520,121Liabilities 2023: $2,189,363Net Assets 2023: $19,330,7582023Assets 2024: $20,837,274Liabilities 2024: $2,799,131Net Assets 2024: $18,038,1432024

Highlighted filing

2024

Assets$20,837,274
Liabilities$2,799,131
Net Assets$18,038,143
Open 2024 Filing

Operations Trend

Revenue Growth52nd percentile

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

$10M$5.0M$0-$5.0MRevenue 2010: $9,478,085Expenses 2010: $1,464,241Net Income 2010: $8,013,8442010Expenses 2011: $2,146,6182011Expenses 2012: $2,250,7402012Revenue 2013: $2,281,925Expenses 2013: $2,421,553Net Income 2013: -$139,6282013Revenue 2014: $1,576,202Expenses 2014: $2,342,151Net Income 2014: -$765,9492014Revenue 2015: $1,803,282Expenses 2015: $2,535,828Net Income 2015: -$732,5462015Revenue 2016: $2,146,039Expenses 2016: $2,411,132Net Income 2016: -$265,0932016Revenue 2017: $1,440,696Expenses 2017: $2,332,840Net Income 2017: -$892,1442017Revenue 2018: $1,793,518Expenses 2018: $2,379,706Net Income 2018: -$586,1882018Revenue 2019: $2,134,637Expenses 2019: $2,612,264Net Income 2019: -$477,6272019Revenue 2020: $2,019,521Expenses 2020: $2,748,803Net Income 2020: -$729,2822020Revenue 2021: $3,151,386Expenses 2021: $3,101,696Net Income 2021: $49,6902021Revenue 2022: $2,177,014Expenses 2022: $3,415,035Net Income 2022: -$1,238,0212022Revenue 2023: $2,793,440Expenses 2023: $4,216,509Net Income 2023: -$1,423,0692023Revenue 2024: $3,018,935Expenses 2024: $4,518,774Net Income 2024: -$1,499,8392024

Highlighted filing

2024

Revenue$3,018,935
Expenses$4,518,774
Net Income-$1,499,839
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
$20,837,274
Liabilities
$2,799,131
Net assets
$18,038,143
Revenue
$3,018,935
Expenses
$4,518,774
Net income
-$1,499,839
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.8$2.80$18.0$3.02$4.52$1.50
2023Summary only. Only limited summary data is available for this year.$21.5$2.19$19.3$2.79$4.22$1.42
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.0$2.18$19.8$2.18$3.42$1.24
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.8$2.28$23.5$3.15$3.10$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.7$2.25$23.5$2.02$2.75$0.73
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.4$1.81$22.6$2.13$2.61$0.48
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.5$1.57$22.0$1.79$2.38$0.59
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.2$1.61$23.6$1.44$2.33$0.89
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.7$1.63$23.1$2.15$2.41$0.27
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.1$1.70$23.4$1.80$2.54$0.73
2014Detailed filing. Detailed filing data is available for this year.$26.2$1.80$24.3$1.58$2.34$0.77
2013Detailed filing. Detailed filing data is available for this year.$26.8$2.05$24.7$2.28$2.42$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.9$3.36$23.5$2.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.2$4.16$21.0$2.15
2010Summary only. Only limited summary data is available for this year.$22.5$2.91$19.6$9.48$1.46$8.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 30, 2025
Return Version
2024v5.2
Gross Receipts
$4,162,633
Mission and Program Overview

Mission

Inspired by the vision and creativity of henry c. Mercer, it is the mission of the bucks county historical society to cultivate among its many audiences a broad appreciation and awareness of the past, helping people find stories and meanings that both sustain them in the present and aid them in approaching the future.

Preserve artifacts for education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$10,798,350$10,345,019▼ $453,331
Investments in Publicly Traded Securities$9,354,465$8,768,996▼ $585,469
Pledges and Grants Receivable$573,047$834,488▲ $261,441
Investments Other Securities$217,751$216,379▼ $1,372
Savings and Temporary Cash Investments$95,475$144,397▲ $48,922
Cash and Non-Interest-Bearing Accounts$29,342$63,565▲ $34,223
Prepaid Expenses and Deferred Charges$69,013$61,005▼ $8,008
Inventories for Sale or Use$30,792$38,057▲ $7,265
Total Assets$21,520,121$20,837,274▼ $682,847
Other Assets Total$351,886$365,368▲ $13,482
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,931,678$2,362,982▲ $431,304
Accounts Payable and Accrued Expenses$209,521$289,313▲ $79,792
Other Liabilities$43,114$127,217▲ $84,103
Deferred Revenue$5,050$19,619▲ $14,569
Total Liabilities$2,189,363$2,799,131▲ $609,768
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$17,644,644$16,083,207▼ $1,561,437
Net Assets With Donor Restrictions$1,686,114$1,954,936▲ $268,822
Total Net Assets Fund Balance$19,330,758$18,038,143▼ $1,292,615
Total Liabilities and Net Assets / Fund Balance$21,520,121$20,837,274▼ $682,847

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,107,211$7,573,999$16,681,210
Land$1,149,533-$1,149,533
Equipment$88,275$694,051$782,326

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$8,905,899-▲ $909,625$1,571,699$8,243,825
2023$8,897,549-▲ $1,297,492$1,289,142$8,905,899
2022$11,581,574$50,000▼ $1,828,444$905,581$8,897,549
2021$11,219,942-▲ $1,299,999$938,367$11,581,574
2020$10,735,678-▲ $1,587,527$1,103,263$11,219,942
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kyle MckoyPresident & Executive DirePT$160,327$20,574$180,901
Marjan ShirzadChief Operating OfficerFT$125,443$25,337$150,780
Cheryl MoyerFinance DirectorFT$113,243-$113,243

Board Members and Trustees

NameTitle
Linda HodgdonChair
Gustavo PereaVice-chair
Thomas HebelVice-chair
Brian McleodTrustee
Jerry FritzTrustee
Joe PhillipsTrustee
Kelley CwiklinskiTrustee
Leon ConradTrustee
Lisa PretecrumTrustee
Michael RaphaelTrustee
Michelle PedersenTrustee
Pamela ButkusTrustee
Patricia TaglioliniTrustee
Peter ChiovarouTrustee
Ron StrouseTrustee
Ryan PutmanTrustee
Sarah PetersTrustee
Sean NewmanTrustee
Sue LonerganTrustee
Susan KaneTrustee
Susan SmithTrustee
Thomas Thomas Mck Deceased 1224Trustee
Thomsas MaclinTrustee
Tracy Jackson-bensonTrustee
Trish MaxsonTrustee
Maureen CarltonSecretary
William SchuttTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Gilmore & Associates INCEngineering65 EAST BUTLER AVENUE SUITE 100, New Britain, PA 18901$203,606
Art Guild IncorporatedMarketing300 WOLF DRIVE, West Deptford, NJ 08086$190,613
Phillips & Donovan Architects LLCArchitecturePO BOX 160, Bedminster, PA 18910$102,374
Revenue and Support

Revenue Composition

Contributions and Grants
$1,518,920
Program Service Revenue
$636,080
Investment Income
$809,703
Other Revenue
$54,232
All Other Contributions
$1,420,766
Change in Net Assets
$-1,499,839

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,988,935
Revenue Not Reported on Financial Statements
$30,000
Revenue Not Reported on Form 990
$262,745
Total Revenue per Audited Statements
$3,251,680
Total Revenue per Form 990
$3,018,935
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,389,163
Salaries, Compensation, and Employee Benefits$2,129,611
Total Fundraising Expense$405,475
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$861,321$513,636$107,028$1,481,985
Occupancy$597,861$127,215$38,209$763,285
Fees for Services Other$287,486$238,908-$526,394
Depreciation Depletion$409,012$95,941-$504,953
Current Officers, Directors, Trustees, and Key Employees$125,656$194,016$51,846$371,518
Office Expenses$49,844$24,365$72,320$146,529
Payroll Taxes$65,694$47,124$9,636$122,454
Other Employee Benefits$62,080$47,663$9,884$119,627
Interest-$103,615-$103,615
Advertising$19$4,074$81,707$85,800
Pension Plan Contributions$18,399$13,680$1,948$34,027
Insurance$26,736$1,802$1,502$30,040
Fees for Service Investment Mgmnt Fees-$30,000-$30,000
All Other Expenses$11,666-$11,000$22,666
Other Expenses$9,944$10,809$20,234$20,753
Fees for Services Accounting-$18,320-$18,320
Fees for Services Legal-$12,530-$12,530
Information Technology-$1,477-$1,477
Travel$53$27$161$241
Total Functional Expenses$2,585,681$1,527,618$405,475$4,518,774

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,544,295
Total Expenses per Form 990$4,518,774
Expenses per Audited Statements$4,488,774
Expenses Not Reported on Form 990$55,521
Expenses Not Reported on Financial Statements$30,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$51,521
Fundraising Gross Income$13,711
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cocktails at the Castle$111,865$13,711$8,511$5,200
Total Events$111,865$13,711$51,521$-37,810
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$50,303
Deposit$50,000
Operating Lease Liability$26,914
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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

“After the accountant prepares the form 990, a draft is reviewed bythe director of finance and the board. Once the draft is reviewed the return is filed electronically with the irs.”

Form 990, Part VI, Section B, Line 12C

“Board members sign a written conflict of interest statement when joining the board, then discuss conflicts of interest on an annual basis or more frequently if necessary.”

Form 990, Part VI, Section B, Line 15

“For existing employees, compensation is adjusted annually for cost of living. For new employees, the board and executive director use peer data to determine compensation and document conclusions.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Bucks County Historical Society Inc
EIN
23-1371952
Phone
2153450210
Address
84 SOUTH PINE STREET, DOYLESTOWN, PA 18901

Signing Officer

Name
Kyle Mckoy
Title
Executive Director
Phone
2153450210
Signed
2025-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kyle Mckoy
Formed
1942
Legal Domicile
Pa
Voting Board Members
26
Independent Board Members
26
Employees
84
Volunteers
188

Preparer

Firm
Dunlapslk Pc
Address
1300 HORIZON DRIVE SUITE 106, CHALFONT, PA 18914
Preparer
Julia L Davis
Phone
2675943755
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other professional fees: program service expenses 287,486. Management and general expenses 125,714. Fundraising expenses 0. Total expenses 413,200. Payroll services: program service expenses 0. Management and general expenses 11,814. Fundraising expenses 0. Total expenses 11,814. Project consulting: program service expenses 0. Management and general expenses 101,380. Fundraising expenses 0. Total expenses 101,380.”

FORM 990, PART XI, LINE 9:

“Change in value of beneficial interest in perpetual trust 21,124.”

Form 990, Part XII, Line 2C

“There is no change in the audit oversight process from the prior year.”

Financial Statement Notes

PART III, LINE 1A:

“In conformity with the practice adopted by many museums and in accordance with the provisions of fasb asc 958, the society does not capitalize donated works of art and collections or recognize them as revenues or gains. Fasb asc 958 provides that such donations need not be recognized if they are added to collections that are held for public exhibition, education, or protected unencumbered, cared for, and preseverved and are subject to a policy that requires the proceeds from sales of collection items to be used to acquire or care for other items or collections. The cost of all objects purchased is reported as a separate program expenses.”

PART III, LINE 4:

“Tools from before 1850 - preservation of u.s. History and education”

PART V, LINE 4:

“The funds are to be used for the preservation of the bucks county historical society and its assets as directed by the board of trustees.”

PART X, LINE 2:

“The organization accounts for uncertainty in income taxes using a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold is met. Management determined there were no tax uncertainties that met the recognition threshold in the current or prior year.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Special events expense 51,521. Beneficial interest in perpetual trust 21,124. Rental expenses 4,000.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special events expense 51,521. Rental expenses 4,000.”

Raw XML AppendixShowing 400 of 833 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0209521
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0289313
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PRESERVE ARTIFACTS FOR EDUCATION.
IRS990/AdvertisingGrp/FundraisingAmt081707
IRS990/AdvertisingGrp/ManagementAndGeneralAmt04074
IRS990/AdvertisingGrp/ProgramServicesAmt019
IRS990/AdvertisingGrp/TotalAmt085800
IRS990/AllOtherContributionsAmt01420766
IRS990/AllOtherExpensesGrp/FundraisingAmt011000
IRS990/AllOtherExpensesGrp/ProgramServicesAmt011666
IRS990/AllOtherExpensesGrp/TotalAmt022666
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MUSEUM ACCOUNTING DEPARTMENT
IRS990/BooksInCareOfDetail/PhoneNum02153450210
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt084 S PINE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0DOYLESTOWN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd018901
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IRS990/ChangeToOrgDocumentsInd00
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IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt051846
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0371518
IRS990/CompensationFromOtherSrcsInd00
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IRS990/ConservationEasementsInd00
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1NJ
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd018901
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IRS990/ContractorCompensationGrp/ServicesDesc0ENGINEERING
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IRS990/CYTotalRevenueAmt03018935
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt05050
IRS990/DeferredRevenueGrp/EOYAmt019619
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt095941
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IRS990/DepreciationDepletionGrp/TotalAmt0504953
IRS990/Desc0LIBRARY - PRESERVATION OF HISTORICAL MATERIAL ON BUCKS COUNTY - NEWSPAPER, COUNTY RECORDS, MANUSCRIPTS, MAPS AND OTHER SOURCES OF RESEARCH MATERIAL.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
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IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01954936
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt084
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
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IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
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IRS990/MissionDesc0INSPIRED BY THE VISION AND CREATIVITY OF HENRY C. MERCER, IT IS THE MISSION OF THE BUCKS COUNTY HISTORICAL SOCIETY TO CULTIVATE AMONG ITS MANY AUDIENCES A BROAD APPRECIATION AND AWARENESS OF THE PAST, HELPING PEOPLE FIND STORIES AND MEANINGS THAT BOTH SUSTAIN THEM IN THE PRESENT AND AID THEM IN APPROACHING THE FUTURE.
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