Civic Intelligence

Harriton Association

EIN 23-1654636 • 501(c)3 • Bryn Mawr, PA

Profile

The harriton association was established for the purpose of preserving, restoring, and administering the harriton house, a historical house.

PO Box 1364Bryn Mawr, PA 19010

harritonhouse.org

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

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

Liabilities / Revenue

46th percentile

0.06x

Higher debt load relative to revenue than 46% of similar nonprofits.

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

Net Margin

14th percentile

-21%

Higher net margin than 14% of similar nonprofits.

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

Top Officer Pay

66th percentile

$60,000

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 32.2% of source-year revenue.

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

Asset Growth

34th percentile

-1.1%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

48th percentile

6.1%

Faster revenue growth than 48% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$2,682,537

Down $31,077 (-1.1%) from 2023

Liabilities

Up

$11,297

Up $7,962 (+239%) from 2023

Net Assets

Down

$2,671,240

Down $39,039 (-1.4%) from 2023

Operations
Liabilities / Revenue46th percentileNet Margin14th percentile

Revenue

Up

$186,399

Up $10,765 (+6.1%) from 2023

Expenses

Down

$225,438

Down $5,833 (-2.5%) from 2023

Net Income

Up

-$39,039

Up $16,598 (+30%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,749,219Liabilities 2011: $155,489Net Assets 2011: $2,593,7302011Assets 2012: $2,695,283Liabilities 2012: $122,237Net Assets 2012: $2,573,0462012Assets 2013: $2,678,984Liabilities 2013: $87,848Net Assets 2013: $2,591,1362013Assets 2014: $2,661,717Liabilities 2014: $62,099Net Assets 2014: $2,599,6182014Assets 2015: $2,659,568Liabilities 2015: $26,722Net Assets 2015: $2,632,8462015Assets 2016: $2,719,031Liabilities 2016: $13,098Net Assets 2016: $2,705,9332016Assets 2017: $2,748,269Liabilities 2017: $14,216Net Assets 2017: $2,734,0532017Assets 2018: $2,730,792Liabilities 2018: $11,236Net Assets 2018: $2,719,5562018Assets 2019: $2,773,689Liabilities 2019: $7,610Net Assets 2019: $2,766,0792019Assets 2020: $2,786,041Liabilities 2020: $3,585Net Assets 2020: $2,782,4562020Assets 2021: $2,831,117Liabilities 2021: $4,951Net Assets 2021: $2,826,1662021Assets 2022: $2,773,072Liabilities 2022: $7,156Net Assets 2022: $2,765,9162022Assets 2023: $2,713,614Liabilities 2023: $3,335Net Assets 2023: $2,710,2792023Assets 2024: $2,682,537Liabilities 2024: $11,297Net Assets 2024: $2,671,2402024

Highlighted filing

2024

Assets$2,682,537
Liabilities$11,297
Net Assets$2,671,240
Open 2024 Filing

Operations Trend

Revenue Growth48th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $194,245Expenses 2011: $202,273Net Income 2011: -$8,0282011Revenue 2012: $157,690Expenses 2012: $179,066Net Income 2012: -$21,3762012Revenue 2013: $184,400Expenses 2013: $168,830Net Income 2013: $15,5702013Revenue 2014: $178,985Expenses 2014: $169,529Net Income 2014: $9,4562014Revenue 2015: $212,179Expenses 2015: $175,002Net Income 2015: $37,1772015Revenue 2016: $259,004Expenses 2016: $190,050Net Income 2016: $68,9542016Revenue 2017: $209,260Expenses 2017: $179,515Net Income 2017: $29,7452017Revenue 2018: $223,827Expenses 2018: $213,565Net Income 2018: $10,2622018Revenue 2019: $183,469Expenses 2019: $165,691Net Income 2019: $17,7782019Revenue 2020: $209,706Expenses 2020: $179,814Net Income 2020: $29,8922020Revenue 2021: $232,736Expenses 2021: $189,026Net Income 2021: $43,7102021Revenue 2022: $194,354Expenses 2022: $254,604Net Income 2022: -$60,2502022Revenue 2023: $175,634Expenses 2023: $231,271Net Income 2023: -$55,6372023Revenue 2024: $186,399Expenses 2024: $225,438Net Income 2024: -$39,0392024

Highlighted filing

2024

Revenue$186,399
Expenses$225,438
Net Income-$39,039
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
$2,682,537
Liabilities
$11,297
Net assets
$2,671,240
Revenue
$186,399
Expenses
$225,438
Net income
-$39,039
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.68$0.01$2.67$0.19$0.23$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.00$2.71$0.18$0.23$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.77$0.01$2.77$0.19$0.25$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.83$0.00$2.83$0.23$0.19$0.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.00$2.78$0.21$0.18$0.03
2019Summary only. Only limited summary data is available for this year.$2.77$0.01$2.77$0.18$0.17$0.02
2018Summary only. Only limited summary data is available for this year.$2.73$0.01$2.72$0.22$0.21$0.01
2017Summary only. Only limited summary data is available for this year.$2.75$0.01$2.73$0.21$0.18$0.03
2016Summary only. Only limited summary data is available for this year.$2.72$0.01$2.71$0.26$0.19$0.07
2015Summary only. Only limited summary data is available for this year.$2.66$0.03$2.63$0.21$0.18$0.04
2014Summary only. Only limited summary data is available for this year.$2.66$0.06$2.60$0.18$0.17$0.01
2013Summary only. Only limited summary data is available for this year.$2.68$0.09$2.59$0.18$0.17$0.02
2012Summary only. Only limited summary data is available for this year.$2.70$0.12$2.57$0.16$0.18$0.02
2011Summary only. Only limited summary data is available for this year.$2.75$0.16$2.59$0.19$0.20$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.0
Gross Receipts
$236,780
Mission and Program Overview

Mission

The harriton association was established for the purpose of preserving, restoring, and administering the harriton house, a historical house.

The harriton association was established for the purpose of preserving, restoring, and administering the harriton house, a historical house built in 1704. The association maintains the house on behalf of lower merion township, montgomery county, pennsylvania. Lower merion township is the owner of the house and grounds. The building is a public museum.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,704,855$1,659,915▼ $44,940
Savings and Temporary Cash Investments$183,251$201,683▲ $18,432
Investments in Publicly Traded Securities$168,258$195,327▲ $27,069
Cash and Non-Interest-Bearing Accounts$114,877$61,739▼ $53,138
Total Assets$2,713,614$2,682,537▼ $31,077
Other Assets Total$542,373$563,873▲ $21,500
Liabilities
Other Liabilities$3,335$11,297▲ $7,962
Total Liabilities$3,335$11,297▲ $7,962
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,531,753$2,494,804▼ $36,949
Net Assets With Donor Restrictions$178,526$176,436▼ $2,090
Total Net Assets Fund Balance$2,710,279$2,671,240▼ $39,039
Total Liabilities and Net Assets / Fund Balance$2,713,614$2,682,537▼ $31,077

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$844,545$962,962$1,507,991
Land$815,370-$595,568
Other Assets Org$6,427--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$10,000---$10,000
2023$10,000---$10,000
2022$10,000---$10,000
2021$10,000---$10,000
2020$10,000---$10,000
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Laura Carpenter MyersExecutive DiFT$60,000$60,000

Board Members and Trustees

NameTitle
Trina VauxPresident
See Attached List of DirectorsDirectors
Cliffe ChestonSecretary
Robert CollinsTreasurer
Elizabeth VandiverVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$73,701
Program Service Revenue
$37,986
Investment Income
$22,339
Other Revenue
$52,373
All Other Contributions
$73,701
Change in Net Assets
$-39,039

Audited Revenue Reconciliation

Revenue per Audited Statements
$186,399
Revenue Not Reported on Form 990
$50,381
Total Revenue per Audited Statements
$236,780
Total Revenue per Form 990
$186,399
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$119,369
Salaries, Compensation, and Employee Benefits$106,069
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$15,000$39,000-$54,000
Other Salaries and Wages$10,326$32,791-$43,117
Depreciation Depletion-$43,107-$43,107
Office Expenses-$11,835-$11,835
Insurance-$10,949-$10,949
Fees for Services Accounting-$9,000-$9,000
Payroll Taxes$2,335$6,617-$8,952
All Other Expenses-$5,092-$5,092
Other Expenses$8,613$3,073-$3,073
Advertising-$1,112-$1,112
Fees for Services Legal-$360-$360
Total Functional Expenses$36,274$189,164$0$225,438

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$275,819
Expenses per Audited Statements$225,438
Total Expenses per Form 990$225,438
Expenses Not Reported on Form 990$50,381
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$21,766
Fundraising Direct Expenses$9,502
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fair$21,766$21,766$9,502$12,264
Total Events$21,766$21,766$9,502$12,264
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$7,600
Credit Card Payable$3,697
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
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
No
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, Page 6, Part VI, Line 6

“The organization is a membership corporation where an annual meeting is held for the election or reelection of board members.”

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

“All board members have the right to vote at each annual election meeting.”

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

“Form 990 will be reviewed by the board before the form is filed.”

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

“The association's president reviews board compliance with conflict of interest policy on an annual basis, verifying that acknowledgement forms have been signed, submitted, and retained by the association.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Harriton Association
EIN
23-1654636
Phone
6105250201
Address
PO BOX 1364, BRYN MAWR, PA 19010

Signing Officer

Name
Robert Collins
Title
Treasurer
Phone
6105250201
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Collins
Formed
1962
Legal Domicile
Pa
Voting Board Members
16
Independent Board Members
16
Employees
5
Volunteers
87

Preparer

Firm
Fischer Cunnane & Associates Ltd
Address
11 TURNER LN, WEST CHESTER, PA 19380-4805
Preparer
Richard Giordano CPA
Phone
6104311003
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Rental expenses 40,879 direct expenses from fundraising events 9,502 rental expenses -40,879 direct expenses from fundraising activities -9,502”

Financial Statement Notes

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

“Rental expenses 40,879 direct expenses from fundraising events 9,502”

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

“Rental expenses 40,879 direct expenses from fundraising activities 9,502”

Raw XML AppendixShowing 400 of 470 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/OtherExpensesGrp/Desc3INFORMATION TECHNOLOGY
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE HARRITON ASSOCIATION, PER ITS ARTICLES OF INCORPORATION, STATES THAT ITS PRIMARY PURPOSE IS FOR "...CHARITABLE, LITERARY AND EDUCATIONAL ORGANIZATION, NOT FOR PROFIT, AND PARTICULARLY TO PROMOTE AND SUPPORT THE PRESERVATION, RESTORATION, FURNISHING, MAINTENANCE AND OPERATION OF "HARRITON", AN HISTORICAL RESIDENCE IN THE TOWNSHIP OF LOWER MERION, MONTGOMERY COUNTY, PENNSYLVANIA..." THE HARRITON ASSOCIATION HAS AN AGREEMENT WITH THE TOWNSHIP OF LOWER MERION THAT HAS BEEN IN PLACE SINCE 1962, AMENDED IN 1975 AND CONTINUES TO THIS DAY. THEREFORE, THE ARTICLES OF INCORPORATION DO NOT DIRECTLY STATE THAT THE ASSOCIATION SUPPORTS LOWER MERION TOWNSHIP, BUT IT SPECIFICALLY NAMES THE HISTORICAL RESIDENCE IT SUPPORTS FOR ITS NOT FOR PROFIT PURPOSE AND THERE IS A WRITTEN AGREEMENT WITH THE TOWNSHIP OF LOWER MERION IN PLACE REGARDING THE EXACT CHARITABLE FUNCTION PROVIDED TO THE TOWNSHIP.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1NOT ONLY DOES THE HARRITON ASSOCIATION PERFORM SPECIFIC FUNCTIONS FOR THE TOWNSHIP OF LOWER MERION BASED ON ITS LONG STANDING AGREEMENT, BUT THERE IS AN APPOINTEE, APPOINTED BY THE TOWNSHIP OF LOWER MERION, WHO ATTENDS ALL BOARD MEETINGS FOR THE HARRITON ASSOCIATION AS A REPRESENTATIVE FOR THE TOWNSHIP. THIS REPRESENTATIVE DOES NOT HAVE ANY VOTING POWER, BUT DOES ACT AS A CONDUIT FOR THE TOWNSHIP IN RELATION TO THE SERVICES PROVIDED BY THE HARRITON ASSOCIATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2PER THE ARTICLES OF INCORPORATION AND THE WRITTEN AGREEMENT WITH THE TOWNSHIP OF LOWER MERION, THE HARRITON ASSOCIATION PROVIDES SERVICES TO PROMOTE AND SUPPORT THE PRESERVATION, RESTORATION, FURNISHING, MAINTENANCE AND OPERATIONS OF "HARRITON", AN HISTORICAL RESIDENCE AND HISTORICAL PARK LOCATED IN THE TOWNSHIP OF LOWER MERION. THE ASSOCIATION HAS PERFORMED THESE SERVICES SINCE ITS INCEPTION IN 1962 AND HAS CONTINUED TO MAINTAIN THESE SERVICES THROUGHOUT ITS EXISTENCE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 1C
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0962962
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ANTIQUE COLLECTION
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CONSTRUCTION IN PROCESS
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IRS990ScheduleD/RevenueSubtotalAmt0186399
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0RENTAL EXPENSES 40,879 DIRECT EXPENSES FROM FUNDRAISING EVENTS 9,502
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RENTAL EXPENSES 40,879 DIRECT EXPENSES FROM FUNDRAISING ACTIVITIES 9,502
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021766
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021766
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A MEMBERSHIP CORPORATION WHERE AN ANNUAL MEETING IS HELD FOR THE ELECTION OR REELECTION OF BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS HAVE THE RIGHT TO VOTE AT EACH ANNUAL ELECTION MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 WILL BE REVIEWED BY THE BOARD BEFORE THE FORM IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ASSOCIATION'S PRESIDENT REVIEWS BOARD COMPLIANCE WITH CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS, VERIFYING THAT ACKNOWLEDGEMENT FORMS HAVE BEEN SIGNED, SUBMITTED, AND RETAINED BY THE ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RENTAL EXPENSES 40,879 DIRECT EXPENSES FROM FUNDRAISING EVENTS 9,502 RENTAL EXPENSES -40,879 DIRECT EXPENSES FROM FUNDRAISING ACTIVITIES -9,502
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LOWER MERION TOWNSHIP
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0170B1A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0GOVERNMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt075 EAST LANCASTER AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ARDMORE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd019003
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
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