Civic Intelligence

Union County Historical Society

EIN 23-2136493 • 501(c)3 • Lewisburg, PA

Profile

Education & preservation of history

103 S 2nd StreetLewisburg, PA 17837

www.unioncountyhistoricalsociety.org

Siviq Scores

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

Liabilities / Assets

78th percentile

0.26x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

1.26x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

72nd percentile

19%

Higher net margin than 72% of similar nonprofits.

501(c)3 • $500k-$1M 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

36th percentile

-1.5%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

44th percentile

3.9%

Faster revenue growth than 44% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$744,253

Down $11,364 (-1.5%) from 2023

Liabilities

Down

$192,168

Down $4,799 (-2.4%) from 2023

Net Assets

Down

$552,085

Down $6,565 (-1.2%) from 2023

Revenue

Up

$152,646

Up $5,682 (+3.9%) from 2023

Expenses

Up

$123,237

Up $38,367 (+45%) from 2023

Net Income

Down

$29,409

Down $32,685 (-53%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $496,937Net Assets 2011: $496,9372011Assets 2012: $502,429Liabilities 2012: $0Net Assets 2012: $502,4292012Assets 2013: $493,453Net Assets 2013: $493,4532013Assets 2014: $503,592Liabilities 2014: $0Net Assets 2014: $503,5922014Assets 2015: $488,850Liabilities 2015: $0Net Assets 2015: $488,8502015Assets 2016: $499,312Liabilities 2016: $0Net Assets 2016: $499,3122016Assets 2017: $441,446Liabilities 2017: $0Net Assets 2017: $441,4462017Assets 2018: $429,067Liabilities 2018: $0Net Assets 2018: $429,0672018Assets 2019: $429,929Liabilities 2019: $0Net Assets 2019: $429,9292019Assets 2020: $482,873Liabilities 2020: $0Net Assets 2020: $482,8732020Assets 2021: $507,637Liabilities 2021: $0Net Assets 2021: $507,6372021Assets 2022: $488,852Liabilities 2022: $0Net Assets 2022: $488,8522022Assets 2023: $755,617Liabilities 2023: $196,967Net Assets 2023: $558,6502023Assets 2024: $744,253Liabilities 2024: $192,168Net Assets 2024: $552,0852024

Highlighted filing

2024

Assets$744,253
Liabilities$192,168
Net Assets$552,085

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $66,311Expenses 2011: $61,962Net Income 2011: $4,3492011Expenses 2012: $72,1872012Revenue 2013: $98,417Expenses 2013: $100,181Net Income 2013: -$1,7642013Revenue 2014: $77,626Expenses 2014: $67,186Net Income 2014: $10,4402014Revenue 2015: $73,820Expenses 2015: $82,193Net Income 2015: -$8,3732015Revenue 2016: $85,851Expenses 2016: $67,691Net Income 2016: $18,1602016Revenue 2017: $53,137Expenses 2017: $73,959Net Income 2017: -$20,8222017Revenue 2018: $64,773Expenses 2018: $77,152Net Income 2018: -$12,3792018Revenue 2019: $76,974Expenses 2019: $76,112Net Income 2019: $8622019Revenue 2020: $74,794Expenses 2020: $65,260Net Income 2020: $9,5342020Revenue 2021: $91,047Expenses 2021: $73,714Net Income 2021: $17,3332021Revenue 2022: $102,569Expenses 2022: $84,448Net Income 2022: $18,1212022Revenue 2023: $146,964Expenses 2023: $84,870Net Income 2023: $62,0942023Revenue 2024: $152,646Expenses 2024: $123,237Net Income 2024: $29,4092024

Highlighted filing

2024

Revenue$152,646
Expenses$123,237
Net Income$29,409

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.44$1.92$5.52$1.53$1.23$0.29
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.56$1.97$5.59$1.47$0.85$0.62
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.89$0.00$4.89$1.03$0.84$0.18
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.08$0.00$5.08$0.91$0.74$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.83$0.00$4.83$0.75$0.65$0.10
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.30$0.00$4.30$0.77$0.76$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.29$0.00$4.29$0.65$0.77$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.41$0.00$4.41$0.53$0.74$0.21
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.99$0.00$4.99$0.86$0.68$0.18
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.89$0.00$4.89$0.74$0.82$0.08
2014Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.78$0.67$0.10
2013Detailed filing. Detailed filing data is available for this year.$4.93$4.93$0.98$1.00$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.02$0.00$5.02$0.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.97$4.97$0.66$0.62$0.04
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$102,569
Mission and Program Overview

Mission

Education & preservation of history

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$236,726$227,408▼ $9,318
Investments in Publicly Traded Securities$215,911$200,694▼ $15,217
Inventories for Sale or Use$55,000$55,000→ $0
Other Notes and Loans Receivable, Net-$5,750-
Total Assets$507,637$488,852▼ $18,785
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$507,637$488,852▼ $18,785
Total Net Assets Fund Balance$507,637$488,852▼ $18,785
Total Liabilities and Net Assets / Fund Balance$507,637$488,852▼ $18,785
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bruce TeeplePresident
Barb FranckBoard Member
Bethany SlearBoard Member
Christine SperlingBoard Member
Darren RhyneBoard Member
Mike MolesevichBoard Member
Sue RappBoard Member
Matthew WagnerSecretary
Phyllis DyerTreasurer
Bill BrobstVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$49,098
Program Service Revenue
$35,715
Investment Income
$9,756
Other Revenue
$8,000
All Other Contributions
$30,946
Change in Net Assets
$18,121
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$84,448
Total Fundraising Expense$251
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$26,899$1,265$251$28,415
Advertising$24,614--$24,614
Insurance$8,022--$8,022
All Other Expenses$4,427--$4,427
Fees for Services Accounting-$2,325-$2,325
Other Expenses$2,136--$2,136
Office Expenses$200$1,503-$1,703
Fees for Service Investment Mgmnt Fees$19$20-$39
Information Technology-$19-$19
Total Functional Expenses$79,065$5,132$251$84,448
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Management duties delegated
No

Governance Explanations

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

Board meets to discuss and review form 990 for accuracy.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Union County Historical Society
EIN
23-2136493
Phone
5705248666
Address
103 S 2ND STREET, LEWISBURG, PA 17837

Signing Officer

Name
Bruce Teeple
Title
President
Signed
2023-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Teeple
Formed
1964
Legal Domicile
Pa
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
25

Preparer

Firm
Douglas G Parker CPA Pc
Address
129 MARKET ST, LEWISBURG, PA 17837
Preparer
Douglas G Parker CPA
Phone
5705237335
Raw XML Appendix388 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
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ReturnHeader/ReturnTs02023-11-11T00:50:36-05:00
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ReturnHeader/TaxPeriodEndDt02022-12-31
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