Civic Intelligence

Historical Society of Dauphin County

EIN 23-1396832 • 501(c)3 • Harrisburg, PA

Profile

The mission of the historical society of dauphin county is to collect, preserve, exhibit, publish, and promote interest in the history of dauphin county for the education, enjoyment and benefit of the public.

219 South Front StreetHarrisburg, PA 17104

www.dauphincountyhistory.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

35th percentile

-1.3%

Higher net margin than 35% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

42nd percentile

0.7%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

62nd percentile

15%

Faster revenue growth than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,593,231

Up $17,742 (+0.7%) from 2023

Liabilities

Up

$144

Up $129 (+860%) from 2023

Net Assets

Up

$2,593,087

Up $17,613 (+0.7%) from 2023

Revenue

Up

$232,010

Up $30,656 (+15%) from 2023

Expenses

Up

$235,041

Up $5,442 (+2.4%) from 2023

Net Income

Up

-$3,031

Up $25,214 (+89%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,925,146Liabilities 2011: $1,982Net Assets 2011: $1,923,1642011Assets 2012: $2,211,610Liabilities 2012: $3,443Net Assets 2012: $2,208,1672012Assets 2013: $2,378,829Liabilities 2013: $99,026Net Assets 2013: $2,279,8032013Assets 2014: $2,501,084Liabilities 2014: $98,187Net Assets 2014: $2,402,8972014Assets 2015: $2,855,318Liabilities 2015: $93,011Net Assets 2015: $2,762,3072015Assets 2016: $2,753,989Liabilities 2016: $89,444Net Assets 2016: $2,664,5452016Assets 2017: $2,674,548Liabilities 2017: $86,492Net Assets 2017: $2,588,0562017Assets 2018: $2,619,343Liabilities 2018: $2,612Net Assets 2018: $2,616,7312018Assets 2019: $2,610,450Liabilities 2019: $2,724Net Assets 2019: $2,607,7262019Assets 2020: $2,574,797Liabilities 2020: $18,631Net Assets 2020: $2,556,1662020Assets 2021: $2,656,394Liabilities 2021: $17,163Net Assets 2021: $2,639,2312021Assets 2022: $2,581,969Liabilities 2022: $41Net Assets 2022: $2,581,9282022Assets 2023: $2,575,489Liabilities 2023: $15Net Assets 2023: $2,575,4742023Assets 2024: $2,593,231Liabilities 2024: $144Net Assets 2024: $2,593,0872024

Highlighted filing

2024

Assets$2,593,231
Liabilities$144
Net Assets$2,593,087

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $172,909Expenses 2011: $205,462Net Income 2011: -$32,5532011Expenses 2012: $217,3832012Expenses 2013: $290,3092013Revenue 2014: $226,075Expenses 2014: $213,577Net Income 2014: $12,4982014Revenue 2015: $587,407Expenses 2015: $224,039Net Income 2015: $363,3682015Revenue 2016: $299,846Expenses 2016: $255,780Net Income 2016: $44,0662016Revenue 2017: $196,668Expenses 2017: $186,892Net Income 2017: $9,7762017Revenue 2018: $191,280Expenses 2018: $176,660Net Income 2018: $14,6202018Revenue 2019: $200,605Expenses 2019: $209,610Net Income 2019: -$9,0052019Revenue 2020: $168,340Expenses 2020: $219,900Net Income 2020: -$51,5602020Revenue 2021: $194,279Expenses 2021: $216,371Net Income 2021: -$22,0922021Revenue 2022: $219,158Expenses 2022: $206,550Net Income 2022: $12,6082022Revenue 2023: $201,354Expenses 2023: $229,599Net Income 2023: -$28,2452023Revenue 2024: $232,010Expenses 2024: $235,041Net Income 2024: -$3,0312024

Highlighted filing

2024

Revenue$232,010
Expenses$235,041
Net Income-$3,031

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$0.00$2.59$0.23$0.24$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.00$2.58$0.20$0.23$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.00$2.58$0.22$0.21$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$0.02$2.64$0.19$0.22$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.02$2.56$0.17$0.22$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.00$2.61$0.20$0.21$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$0.00$2.62$0.19$0.18$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.09$2.59$0.20$0.19$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.75$0.09$2.66$0.30$0.26$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.86$0.09$2.76$0.59$0.22$0.36
2014Detailed filing. Detailed filing data is available for this year.$2.50$0.10$2.40$0.23$0.21$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.38$0.10$2.28$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.21$0.00$2.21$0.22
2011Summary only. Only limited summary data is available for this year.$1.93$0.00$1.92$0.17$0.21$0.03
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$304,480
Mission and Program Overview

Mission

The mission of the Historical Society of Dauphin County is to collect, preserve, exhibit, publish, and promote interest in the history of Dauphin County for the education, enjoyment and benefit of the public.

To collect, preserve, exhibit, publish interest in the history of dauphin county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,382,572$2,384,508▲ $1,936
Investments in Publicly Traded Securities$292,370$279,772▼ $12,598
Cash and Non-Interest-Bearing Accounts$138,779$51,410▼ $87,369
Total Assets$2,855,318$2,753,989▼ $101,329
Other Assets Total$41,597$38,299▼ $3,298
Liabilities
Mortgage Notes Payable Secured by Investment Property$91,014$87,548▼ $3,466
Other Liabilities$1,997$1,896▼ $101
Total Liabilities$93,011$89,444▼ $3,567
Net Assets / Fund Balance
Unrestricted Net Assets$2,326,240$2,283,504▼ $42,736
Permanently Rstr Net Assets$333,967$318,071▼ $15,896
Temporarily Rstr Net Assets$102,100$62,970▼ $39,130
Total Net Assets Fund Balance$2,762,307$2,664,545▼ $97,762
Total Liabilities and Net Assets / Fund Balance$2,855,318$2,753,989▼ $101,329

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,356,046$145,119$2,501,165
Equipment$28,462$73,665$102,127

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$334,539---$334,539
2014$337,926-▼ $3,387-$334,539
2013$282,852$48,095▲ $22,580-$337,926
2012$276,693-▲ $6,159-$282,852
2011$35,373$248,285▼ $418-$276,693
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Nicole SmithExecutive DirectorFT$40,000$40,000

Board Members and Trustees

NameTitle
John K RobinsonPresident
Erik FasickVice President
Barbara BarksdaleDirector
Calobe Jackson JrDirector
David BiserDirector
James FranklinDirector
Jason ReimerDirector
Jeb StuartDirector
Joseph MacriDirector
Marcia B GobrechtDirector
Michael BartonDirector
Nancy MendesDirector
Thomas GackiDirector
Ruthann Hubbert-kemperSecretary
Paul FisherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$181,127
Program Service Revenue
$26,047
Investment Income
$81,460
Other Revenue
$11,212
All Other Contributions
$173,299
Change in Net Assets
$44,066

Audited Revenue Reconciliation

Revenue per Audited Statements
$304,480
Revenue Not Reported on Financial Statements
$-4,634
Revenue Not Reported on Form 990
$-141,828
Other Revenue Adjustments
$-4,634
Total Revenue per Audited Statements
$162,652
Total Revenue per Form 990
$299,846
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$141,111
Salaries, Compensation, and Employee Benefits$114,669
Total Fundraising Expense$3,114
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$50,586$13,892-$64,478
Current Officers, Directors, Trustees, and Key Employees$30,530$8,384$3,114$42,028
Occupancy$29,417--$29,417
Depreciation Depletion$15,766--$15,766
Office Expenses$1,479$12,589-$14,068
Payroll Taxes$6,404$1,759-$8,163
Fees for Services Accounting-$7,654-$7,654
Information Technology-$4,920-$4,920
Insurance-$3,957-$3,957
Advertising-$1,692-$1,692
Other Expenses$4,412$1,495-$1,495
Total Functional Expenses$196,324$56,342$3,114$255,780

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$260,414
Expenses per Audited Statements$255,780
Total Expenses per Form 990$255,780
Expenses Not Reported on Form 990$4,634
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$14,490
Fundraising Direct Expenses$3,898
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Deck the Halls$22,318$14,490$1,798$12,692
Total Events$22,318$14,490$3,898$10,592
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sales Tax Payable$1,022
Payroll Withholdings and Tax$874
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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 11

The form 990 is prepared in draft for review by the governing board before it is filed.

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

Conflicts are disclosed and reviewed annually.

Form 990, Part VI, Section B, Line 15A

Compensation is based on annual performance reviews and determined by the board of directors.

Form 990, Part VI, Section C, Line 19

The organization's organizing documents and 990 are available upon request.

Filing and Contact Details

Filer

Filer Name
Historical Society of Dauphin County
EIN
23-1396832
Phone
7172333462
Address
219 SOUTH FRONT STREET, HARRISBURG, PA 17104

Signing Officer

Name
Paul Fisher Treasurer
Title
Treasurer
Phone
7172333462
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Fisher
Formed
1869
Legal Domicile
Pa
Voting Board Members
15
Independent Board Members
15
Employees
6
Volunteers
50

Preparer

Firm
Baker Tilly Virchow Krause Llp
Address
1027 MUMMA RD, WORMLEYSBURG, PA 17043-1118
Preparer
Julius C Green CPA
Phone
7177610211
Supplemental Narrative

Financial Statement Notes

PART III, LINE 1A:

The mansion building is considered a historic treasure, and is recorded and reported on the balance sheet. Collections and exhibits purchased and donated may be excluded from teh statement of assets, liabilities and net assets

PART X, LINE 2:

The society is exempt from federal income taxes as an organization described under the internal revenue code (irc) section 501(c)(3), except for net income derived from unrelated business activities, if any. The society's open audit periods are 2013 through 2015. Asc no. 740-10, "income taxes," prescribes a comprehensive model for how an organization should measure, recognize, present, and disclose uncertain tax positions taken on its tax returns. The society believes that it has appropriate support for tax positions taken and, as such, does not have any uncertain tax positions that are material to the financial statements. The society's policy is to recognize interest related to unrecognized tax benefits in interest expense and penalties in operation expenses. There was no unrecognized tax benefits recorded during the periods presented in the accompanying financial statements.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Changes in value of trusts and investments -12,598. Perpetual trust -3,298. Impairment of long-lived assets -125,932.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Fundraising expenses -3,898. Gift shop expense -736.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses 3,898. Gift shop expense 736.

Raw XML AppendixShowing 400 of 532 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/AccountantCompileOrReviewInd01
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO COLLECT, PRESERVE, EXHIBIT, PUBLISH INTEREST IN THE HISTORY OF DAUPHIN COUNTY.
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IRS990/AdvertisingGrp/TotalAmt01692
IRS990/AllOtherContributionsAmt0173299
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IRS990/BooksInCareOfDetail/PersonNm0NICOLE SMITH EXECUTIVE DIRECTOR
IRS990/BooksInCareOfDetail/PhoneNum07172333462
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0219 SOUTH FRONT STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0HARRISBURG
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd017104
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IRS990/Desc0MAINTAIN THE JOHN HARRIS-SIMON CAMERON MANSION. THE GEORGIAN STYLE VERNACULAR STONE HOUSE WAS BUILT C. 1766 BY JOHN HARRIS, JR., WHOSE FATHER WAS AN EARLY SETTLER IN THE REGION. BOTH FATHER AND SON WERE TAVERN-KEEPERS, TRADERS, AND FERRY OPERATORS. THE HOUSE PASSED OUT OF THE HARRIS FAMILY IN THE EARLY 19TH CENTURY, WHEN IT SERVED AS A HOME FOR A DISTINGUISHED CITIZEN OF THE CITY AND LATER HAS THE PENNSYLVANIA FEMALE COLLEGE. IN 1863, SIMON CAMERON, LINCOLN'S FIRST SECRETARY OF WAR AND FORMER AMBASSADOR TO RUSSIA, PURCHASED THE HOUSE AND TRANSFORMED IT INTO THE VICTORIAN HOME WE SEE TODAY. THE HOUSE IS A NATIONAL HISTORIC LANDMARK AND IS USED FOR PUBLIC AND PRIVATE EVENTS, PROGRAMS, TOURS, AND EXHIBITIONS OF COLLECTIONS (WHICH NUMBER APPROXIMATELY 15,000 ITEMS). IN RECENT YEARS NEARLY $500,000 HAS BEEN RAISED AND EXPENDED ON EXTENSIVE EXTERIOR (AND SOME INTERIOR) RESTORATION. IN 2016 THE 250TH ANNIVERSARY OF THE HOUSE WAS CELEBRATED THROUGH NUMEROUS PROGRAMS AND EVENTS CENTERING ON THE SETTLEMENT KNOWN AS HARRIS' FERRY.
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IRS990/Form990PartVIISectionAGrp/PersonNm1ERIK FASICK
IRS990/Form990PartVIISectionAGrp/PersonNm2PAUL FISHER
IRS990/Form990PartVIISectionAGrp/PersonNm3RUTHANN HUBBERT-KEMPER
IRS990/Form990PartVIISectionAGrp/PersonNm4BARBARA BARKSDALE
IRS990/Form990PartVIISectionAGrp/PersonNm5MICHAEL BARTON
IRS990/Form990PartVIISectionAGrp/PersonNm6DAVID BISER
IRS990/Form990PartVIISectionAGrp/PersonNm7JAMES FRANKLIN
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IRS990/Form990PartVIISectionAGrp/PersonNm9MARCIA B GOBRECHT
IRS990/Form990PartVIISectionAGrp/PersonNm10CALOBE JACKSON JR
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IRS990/Form990PartVIISectionAGrp/PersonNm13JEB STUART
IRS990/Form990PartVIISectionAGrp/PersonNm14JASON REIMER
IRS990/Form990PartVIISectionAGrp/PersonNm15NICOLE SMITH
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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
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IRS990/MissionDesc0THE MISSION OF THE HISTORICAL SOCIETY OF DAUPHIN COUNTY IS TO COLLECT, PRESERVE, EXHIBIT, PUBLISH, AND PROMOTE INTEREST IN THE HISTORY OF DAUPHIN COUNTY FOR THE EDUCATION, ENJOYMENT AND BENEFIT OF THE PUBLIC.
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IRS990/PrincipalOfficerNm0PAUL FISHER
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IRS990/ProgSrvcAccomActy2Grp/Desc0CURATORIAL AND ARCHIVAL PROGRAM. THE ARCHIVES, GROWING FOR OVER 130 YEARS, CONTAINS 20,000 ITEMS IN COLLECTIONS OF HISTORICAL RECORDS OF INDIVIDUALS AND FAMILIES, BUSINESSES, AGENCIES, ORGANIZATIONS, INSTITUTIONS, SCHOOLS, CHURCHES, MILITARY UNITS, AND OTHER ENTITIES LOCATED IN DAUPHIN COUNTY. THE PHOTO ARCHIVES CONTAINS MORE THAN ONE MILLION IMAGES DATING FROM THE 1850S TO THE PRESENT, INCLUDING COLLECTIONS FROM PROMINENT FAMILIES AND PHOTOGRAPHERS, AND THE ALLIED PIX NEWSPAPER COLLECTION OF 1952-1994. THE ARCHIVES IS OVERSEEN BY THE CURATOR OF ARCHIVES AND COLLECTIONS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0ALEXANDER FAMILY RESEARCH LIBRARY. THE LIBRARY, HOUSED WITH THE ARCHIVES IN AN ADAPTED 1890 BRICK STABLE BUILT BY GEN. SIMON CAMERON ADJACENT TO THE MANSION, CONTAINS 3,700 BOOKS ON LOCAL HISTORY AND GENEALOGICAL DATA RELATED TO DAUPHIN COUNTY. ALL SORTS OF ENCYCLOPEDIAS, COMMUNITY HISTORIES, GENEALOGIES, CHURCH, MARRIAGE, AND DEATH INFORMATION ARE FOUND HERE, AS WELL AS CIVIL WAR REGIMENTAL HISTORIES, AND BOOKS RELATING TO NATIVE AMERICANS, TRANSPORTATION HISTORY, AND LOCAL BUILDINGS AND BUSINESSES. RECENTLY, A GROWING COLLECTION OF HIGH SCHOOL AND OTHER YEARBOOKS HAS GARNERED A LOT OF INTEREST FROM LIBRARY PATRONS SEEKING TO LEARN MORE ABOUT THEIR FAMILIES. THE LIBRARY IS OPEN TO MEMBERS AND THE GENERAL PUBLIC FOUR AFTERNOONS A WEEK AND TWO SUNDAYS A MONTH.
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