Civic Intelligence

Cumberland County Historical

EIN 23-1522656 • 501(c)3 • Carlisle, PA

Profile

The mission of the society is to collect, preserve, interpret and promote research and education about the history of cumberland county, pennsylvania. The vision of the society is to become a national model for demonstrating how history, story-telling, material culture and preservation promotes social well-being, service and citizen engagement with local resources.

21 N Pitt StreetCarlisle, PA 17013

www.historicalsociety.com

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

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

Liabilities / Revenue

10th percentile

0.01x

Higher debt load relative to revenue than 10% of similar nonprofits.

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

Net Margin

79th percentile

27%

Higher net margin than 79% of similar nonprofits.

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

Top Officer Pay

17th percentile

$50,979

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

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

Asset Growth

64th percentile

8.7%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

87th percentile

62%

Faster revenue growth than 87% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$14,652,132

Up $1,171,139 (+8.7%) from 2023

Liabilities

Up

$10,795

Up $9,842 (+1033%) from 2023

Net Assets

Up

$14,641,337

Up $1,161,297 (+8.6%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin79th percentile

Revenue

Up

$1,492,978

Up $570,181 (+62%) from 2023

Expenses

Up

$1,082,971

Up $166,192 (+18%) from 2023

Net Income

Up

$410,007

Up $403,989 (+6713%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$15M$10M$5.0M$0Assets 2011: $9,922,507Liabilities 2011: $19,747Net Assets 2011: $9,902,7602011Assets 2012: $10,391,531Liabilities 2012: $18,997Net Assets 2012: $10,372,5342012Assets 2013: $11,123,297Liabilities 2013: $55,920Net Assets 2013: $11,067,3772013Assets 2014: $11,256,784Liabilities 2014: $22,339Net Assets 2014: $11,234,4452014Assets 2015: $11,112,125Liabilities 2015: $44,553Net Assets 2015: $11,067,5722015Assets 2016: $11,205,870Liabilities 2016: $2,293Net Assets 2016: $11,203,5772016Assets 2017: $12,124,560Liabilities 2017: $110,289Net Assets 2017: $12,014,2712017Assets 2018: $10,985,490Liabilities 2018: $88,409Net Assets 2018: $10,897,0812018Assets 2019: $12,309,302Liabilities 2019: $82,519Net Assets 2019: $12,226,7832019Assets 2020: $13,026,270Liabilities 2020: $25,552Net Assets 2020: $13,000,7182020Assets 2021: $14,521,755Liabilities 2021: $13,398Net Assets 2021: $14,508,3572021Assets 2022: $12,453,470Liabilities 2022: $750Net Assets 2022: $12,452,7202022Assets 2023: $13,480,993Liabilities 2023: $953Net Assets 2023: $13,480,0402023Assets 2024: $14,652,132Liabilities 2024: $10,795Net Assets 2024: $14,641,3372024

Highlighted filing

2024

Assets$14,652,132
Liabilities$10,795
Net Assets$14,641,337
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $973,558Expenses 2011: $753,839Net Income 2011: $219,7192011Revenue 2012: $728,011Expenses 2012: $809,066Net Income 2012: -$81,0552012Revenue 2013: $1,028,825Expenses 2013: $873,878Net Income 2013: $154,9472013Revenue 2014: $899,728Expenses 2014: $805,414Net Income 2014: $94,3142014Revenue 2015: $1,099,258Expenses 2015: $845,008Net Income 2015: $254,2502015Revenue 2016: $790,985Expenses 2016: $872,644Net Income 2016: -$81,6592016Revenue 2017: $906,181Expenses 2017: $891,121Net Income 2017: $15,0602017Revenue 2018: $852,625Expenses 2018: $858,570Net Income 2018: -$5,9452018Revenue 2019: $729,081Expenses 2019: $879,994Net Income 2019: -$150,9132019Revenue 2020: $765,568Expenses 2020: $780,211Net Income 2020: -$14,6432020Revenue 2021: $1,516,752Expenses 2021: $761,612Net Income 2021: $755,1402021Revenue 2022: $841,653Expenses 2022: $871,267Net Income 2022: -$29,6142022Revenue 2023: $922,797Expenses 2023: $916,779Net Income 2023: $6,0182023Revenue 2024: $1,492,978Expenses 2024: $1,082,971Net Income 2024: $410,0072024

Highlighted filing

2024

Revenue$1,492,978
Expenses$1,082,971
Net Income$410,007
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,652,132
Liabilities
$10,795
Net assets
$14,641,337
Revenue
$1,492,978
Expenses
$1,082,971
Net income
$410,007
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.7$0.01$14.6$1.49$1.08$0.41
2023Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$0.92$0.92$0.01
2022Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$0.84$0.87$0.03
2021Detailed filing. Detailed filing data is available for this year.$14.5$0.01$14.5$1.52$0.76$0.76
2020Detailed filing. Detailed filing data is available for this year.$13.0$0.03$13.0$0.77$0.78$0.01
2019Detailed filing. Detailed filing data is available for this year.$12.3$0.08$12.2$0.73$0.88$0.15
2018Detailed filing. Detailed filing data is available for this year.$11.0$0.09$10.9$0.85$0.86$0.01
2017Detailed filing. Detailed filing data is available for this year.$12.1$0.11$12.0$0.91$0.89$0.02
2016Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.79$0.87$0.08
2015Detailed filing. Detailed filing data is available for this year.$11.1$0.04$11.1$1.10$0.85$0.25
2014Summary only. Only limited summary data is available for this year.$11.3$0.02$11.2$0.90$0.81$0.09
2013Summary only. Only limited summary data is available for this year.$11.1$0.06$11.1$1.03$0.87$0.15
2012Summary only. Only limited summary data is available for this year.$10.4$0.02$10.4$0.73$0.81$0.08
2011Summary only. Only limited summary data is available for this year.$9.92$0.02$9.90$0.97$0.75$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.0
Gross Receipts
$2,441,102
Mission and Program Overview

Mission

The mission of the society is to collect, preserve, interpret and promote research and education about the history of cumberland county, pennsylvania. The vision of the society is to become a national model for demonstrating how history, story-telling, material culture and preservation promotes social well-being, service and citizen engagement with local resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,218,942$4,332,947▲ $114,005
Land, Buildings, and Equipment, Net$2,516,075$2,913,163▲ $397,088
Cash and Non-Interest-Bearing Accounts$2,116$651,499▲ $649,383
Savings and Temporary Cash Investments$526,546$92,723▼ $433,823
Total Assets$13,480,993$14,652,132▲ $1,171,139
Other Assets Total$6,217,314$6,661,800▲ $444,486
Liabilities
Other Liabilities-$7,595-
Accounts Payable and Accrued Expenses$953$3,200▲ $2,247
Total Liabilities$953$10,795▲ $9,842
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,719,226$7,499,094▲ $779,868
Net Assets With Donor Restrictions$6,760,814$7,142,243▲ $381,429
Total Net Assets Fund Balance$13,480,040$14,641,337▲ $1,161,297
Total Liabilities and Net Assets / Fund Balance$13,480,993$14,652,132▲ $1,171,139

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,254,248$2,591,629$4,845,877
Other Land Buildings$275,619$217,378$492,997
Equipment$48,946$360,454$409,400
Land$334,350-$334,350
Other Assets Org$6,661,800--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$4,218,942-▲ $630,804$296,468$4,529,094
2023$3,763,402$15,580▲ $596,032$134,425$4,218,942
2022$4,411,556$2,330▼ $492,976$135,565$3,763,402
2021$3,529,106$424,559▲ $616,237$137,640$4,411,556
2020$3,330,809$58,572▲ $394,714$238,894$3,529,106
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shawn GladdenFormer ExecFT$46,154$4,825$50,979
Lindsay VarnerCurrent ExecFT$4,327-$4,327

Board Members and Trustees

NameTitle
Pat FerrisPresident
Alison RossDirector
Alvin BlitzDirector
Don Paul ShearerDirector
Ek WeitzelDirector
James CarmenDirector
Julie YoungDirector
Kate ThiemerDirector
Mckenzie ClarkDirector
Merri Lou SchaumannDirector
Randy HeishmanDirector
Tad MillerDirector
David SmithSecretary
Tom CoolidgeTreasurer
Kevin HessVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Rs Mowery & Sons INCConstruction1000 BENT CREEK BLVD, Mechanicsburg, PA 17050$458,331
Revenue and Support

Revenue Composition

Contributions and Grants
$996,992
Program Service Revenue
$33,643
Investment Income
$324,175
Other Revenue
$138,168
All Other Contributions
$920,975
Change in Net Assets
$410,007

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,468,794
Revenue Not Reported on Financial Statements
$24,184
Revenue Not Reported on Form 990
$821,045
Total Revenue per Audited Statements
$2,289,839
Total Revenue per Form 990
$1,492,978
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$612,242
Salaries, Compensation, and Employee Benefits$470,729
Total Fundraising Expense$124,496
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$284,258$35,829$47,704$367,791
Depreciation Depletion$133,907$16,879$22,472$173,258
Office Expenses$61,477$11,446$3,254$76,177
Current Officers, Directors, Trustees, and Key Employees$42,745$5,388$7,173$55,306
Occupancy$39,749$5,010$6,670$51,429
Fees for Services Other$29,053$3,662$4,876$37,591
Payroll Taxes$24,731$3,117$4,150$31,998
Insurance$24,241$3,056$4,068$31,365
Information Technology$24,399$1,559$2,075$28,033
Fees for Service Investment Mgmnt Fees-$24,184-$24,184
Other Employee Benefits$12,083$1,523$2,028$15,634
Other Expenses$7,159$903$1,202$9,264
Advertising$4,378-$487$4,865
Total Functional Expenses$832,147$126,328$124,496$1,082,971

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,128,542
Total Expenses per Form 990$1,082,971
Expenses per Audited Statements$1,058,787
Expenses Not Reported on Form 990$69,755
Expenses Not Reported on Financial Statements$24,184
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$74,720
Fundraising Direct Expenses$51,194
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$30,445$30,445$17,249$13,196
Mcclain Festiva$18,365$18,365$4,616$13,749
Total Events$60,575$60,575$21,865$38,710
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Hoh Consignments$6,845
Security Deposits$750
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“1000 memberships that meet annually, represented by a board of trustees, members vote on a slate of trustees presented at the annual meeting.”

Form 990, Page 6, Part VI, Line 7A

“The annual meeting of the members of the society shall be held for the purpose of electing members of the board of directors.”

Form 990, Page 6, Part VI, Line 7B

“The members vote on the selection of the board of directors.”

Form 990, Page 6, Part VI, Line 11B

“The form 990 is provided to the board of directors to review in detail and to approve prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“The board of directors considers and monitors all conflict of interest issues. Each member of the board of directors signs a conflict of interest statement. The staff, according to the personnel policy under the professional ethics section, must disclose conflicts of interest. If there is a conflict of interest the board dicusses the situation and resolves the issue by recommending appropriate action to take.”

Form 990, Page 6, Part VI, Line 15A

“Executive director's salary is reviewed annually by the board of trustees in comparison to similar arts and culture markets and the american alliance of museums salary studies.”

Form 990, Page 6, Part VI, Line 15B

“Salaries of staff are reviewed by the executive director and the personnel committee with appropriate compensation forms filed annually.”

Form 990, Page 6, Part VI, Line 18

“Governing documents are made available to the public upon request.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Cumberland County Historical
EIN
23-1522656
Phone
7172497610
Address
21 N PITT STREET, CARLISLE, PA 17013

Signing Officer

Name
Lindsay Varner
Title
Current Exec Director
Phone
7172497610
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lindsay Varner
Formed
1874
Legal Domicile
Pa
Voting Board Members
15
Independent Board Members
15
Employees
16
Volunteers
30

Preparer

Firm
Hamilton & Musser Pc Cpas
Address
176 CUMBERLAND PARKWAY, MECHANICSBURG, PA 17055
Preparer
Matthew a Witmer CPA
Phone
7176973888
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The mission of the society is to collect, preserve, interpret and promote research and education about the history of cumberland county, pennsylvania. The vision of the society is to become a national model for demonstrating how history, story-telling, material culture and preservation promotes social well-being, service and citizen engagement with local resources.”

Form 990, Part XI, Line 9

“Shop purchases 18,561 special event expense 51,194 shop purchases -18,561 special event expenses -51,194”

Financial Statement Notes

Schedule D, Page 3, Part X

“Management evaluated the tax positions taken and concluded that the association had taken no uncertain tax positions that require recognition or disclosure in the financial statements. No provision or benefit for income taxes has been included in these financial statements. With few exceptions, the association is no longer subject to income tax examinations by the u.s. Federal, state or local tax authorities for years before december 31, 2021.”

Schedule D, Page 4, Part XI, Line 2D

“Shop purchases 18,561 special event expense 51,194”

Schedule D, Page 4, Part XII, Line 2D

“Shop purchases 18,561 special event expenses 51,194”

Raw XML AppendixShowing 400 of 591 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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