Civic Intelligence

Yardley Historical Assn Inc

EIN 23-1966266 • 501(c)3 • Yardley, PA

Profile

The Yardley Historical Association preserves, maintains, and shares the 1878 Old Library by Lake Afton and its collections of books, documents, and ephemera related to Yardley's history. Research, programs, publications, and activities, such as walking tours, are undertaken to educate the public about the significance of the town and surrounding area's past.

P O Box 212Yardley, PA 19067

www.yardleyhistory.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

$442,606

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$442,606

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin97th percentile

Revenue

$152,992

No earlier filing loaded for comparison.

Expenses

$14,593

No earlier filing loaded for comparison.

Net Income

$138,399

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2024: $442,606Liabilities 2024: $0Net Assets 2024: $442,6062024

Highlighted filing

2024

Assets$442,606
Liabilities$0
Net Assets$442,606
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0Revenue 2024: $152,992Expenses 2024: $14,593Net Income 2024: $138,3992024

Highlighted filing

2024

Revenue$152,992
Expenses$14,593
Net Income$138,399
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$442,606
Liabilities
$0
Net assets
$442,606
Revenue
$152,992
Expenses
$14,593
Net income
$138,399
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$1.53$0.15$1.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.0
Gross Receipts
$154,994
Mission and Program Overview

Mission

The Yardley Historical Association preserves, maintains, and shares the 1878 Old Library by Lake Afton and its collections of books, documents, and ephemera related to Yardley's history. Research, programs, publications, and activities, such as walking tours, are undertaken to educate the public about the significance of the town and surrounding area's past.

The Yardley Historical Association preserves, maintains, and shares the 1878 Old Library by Lake Afton and its collections of books, documents, and ephemera related to Yardley's history. Research, programs, publications, and activities, such as walking tours, are undertaken to educate the public about the significance of the town and wider area's past.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$196,262$340,349▲ $144,087
Savings and Temporary Cash Investments$74,958$96,213▲ $21,255
Cash and Non-Interest-Bearing Accounts$7,438$6,044▼ $1,394
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$278,658$442,606▲ $163,948
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$196,262$340,349▲ $144,087
Net Assets Without Donor Restrictions$82,396$102,257▲ $19,861
Total Net Assets Fund Balance$278,658$442,606▲ $163,948
Total Liabilities and Net Assets / Fund Balance$278,658$442,606▲ $163,948

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$524,000$524,000
Equipment$0$22,000$22,000
Other Land Buildings$0$0$0
Land$0-$0
Leasehold Improvements$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$196,262$115,245▲ $33,160$4,313$340,354
2023$164,445$6,267▲ $25,550$0$196,262
2022$183,327$10,775▼ $29,657$0$164,445
2021$155,411$11,450▲ $23,841$7,375$183,327
2020$134,363$175▲ $20,873$0$155,411
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Susan TaylorPresident
Dean DicksonVice President
Charles ThomfordeDirector
Cheryl ClerDirector
Emily BedardDirector
Leslie JordanDirector
Lynn GordonDirector
Susan CrookSecretary
Lee KirtsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$140,475
Program Service Revenue
$0
Investment Income
$10,498
Other Revenue
$2,019
All Other Contributions
$135,705
Change in Net Assets
$138,399
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$14,593
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Information Technology$4,596$1,187$0$5,783
Occupancy$4,848$0$0$4,848
Advertising$802$526$0$1,328
Office Expenses$790$447$0$1,237
Insurance-$776$0$776
Fees for Services Legal$0$585$0$585
Other Expenses$15$21$0$36
Total Functional Expenses$11,051$3,542$0$14,593
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“A person may choose to become a member of the organization by making an annual donation. This donation entitles the person to vote in the election of members of the Board of Directors or vote on changes to the bylaws.”

Form 990, Part VI, Section A, Line 7A

“Members have the right to vote in the election of members of the Board of Directors.”

Form 990, Part VI, Section A, Line 7B

“The Bylaws may be changed only upon an affirmative vote by members.”

Form 990, Part VI, Section A, Line 8B

“The Yardley Historical Association has no committees and none that could act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The draft 990 is provided to the Board members and the members are required to acknowledge receipt and provide comment by a "reply to all" e-mail.”

Form 990, Part VI, Section C, Line 19

“The documents are available by scheduling an appointment to review them at the Old LIbrary by Lake Afton, the Yardley Historical Association headquarters.”

Filing and Contact Details

Filer

Filer Name
Yardley Historical Assn Inc
EIN
23-1966266
Phone
2152081154
Address
P O Box 212, Yardley, PA 19067

Signing Officer

Name
Susan Taylor
Title
President
Phone
2152081154
Signed
2025-05-09

Organization Details

Principal Officer
Susan Taylor
Formed
1966
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
32
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4

“Maintain the physical structure of the Old Library by Lake Afton and its immediate surroundings. Support the ongoing activities of the Yardley Historical Association with periodic, strategic infrastructure assistance.”

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IRS990/MissionDesc0The Yardley Historical Association preserves, maintains, and shares the 1878 Old Library by Lake Afton and its collections of books, documents, and ephemera related to Yardley's history. Research, programs, publications, and activities, such as walking tours, are undertaken to educate the public about the significance of the town and surrounding area's past.
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IRS990/PrincipalOfficerNm0Susan Taylor
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IRS990/ProgSrvcAccomActy2Grp/Desc0Preservation, maintenance and improvement of the Yardley history collections.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Educating the public about the significance and details of Yardley's history through programs, activities, internet, and social media.
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