Civic Intelligence

Historic Preservation Trust Of

EIN 23-6412247 • 501(c)3 • Douglassville, PA

Profile

Historic preservation of seven properties in berks county, the promotion of historical preservation goals, and digitally archiving historical materials relating to each of the properties that it owns.

31 Old Philadelphia PikeDouglassville, PA 19518

www.historicpreservationtrust.org

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

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

Liabilities / Revenue

19th percentile

0.00x

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

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

Net Margin

94th percentile

68%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $1M-$5M 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

65th percentile

9.8%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

92nd percentile

98%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Assets

Up

$2,723,689

Up $287,960 (+12%) from 2023

Liabilities

Down

$0

Down $7,888 (-100%) from 2023

Net Assets

Up

$2,723,689

Up $295,848 (+12%) from 2023

Revenue

Up

$418,088

Up $182,214 (+77%) from 2023

Expenses

Up

$134,348

Up $30,707 (+30%) from 2023

Net Income

Up

$283,740

Up $151,507 (+115%) 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 2010: $1,034,447Liabilities 2010: $29,201Net Assets 2010: $1,005,2462010Assets 2014: $1,180,955Liabilities 2014: $1Net Assets 2014: $1,180,9542014Assets 2015: $1,663,926Liabilities 2015: $0Net Assets 2015: $1,663,9262015Assets 2016: $1,991,891Liabilities 2016: $2,175Net Assets 2016: $1,989,7162016Assets 2017: $2,060,784Liabilities 2017: $0Net Assets 2017: $2,060,7842017Assets 2018: $2,102,150Liabilities 2018: $0Net Assets 2018: $2,102,1502018Assets 2019: $2,211,384Liabilities 2019: $0Net Assets 2019: $2,211,3842019Assets 2020: $2,212,075Liabilities 2020: $0Net Assets 2020: $2,212,0752020Assets 2021: $2,300,837Liabilities 2021: $2,149Net Assets 2021: $2,298,6882021Assets 2022: $2,258,163Liabilities 2022: $2,150Net Assets 2022: $2,256,0132022Assets 2023: $2,435,729Liabilities 2023: $7,888Net Assets 2023: $2,427,8412023Assets 2024: $2,723,689Liabilities 2024: $0Net Assets 2024: $2,723,6892024

Highlighted filing

2024

Assets$2,723,689
Liabilities$0
Net Assets$2,723,689

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $80,2012010Revenue 2014: $140,163Expenses 2014: $160,926Net Income 2014: -$20,7632014Revenue 2015: $553,383Expenses 2015: $70,411Net Income 2015: $482,9722015Revenue 2016: $399,043Expenses 2016: $72,511Net Income 2016: $326,5322016Revenue 2017: $76,280Expenses 2017: $59,833Net Income 2017: $16,4472017Revenue 2018: $128,124Expenses 2018: $69,527Net Income 2018: $58,5972018Revenue 2019: $116,694Expenses 2019: $76,924Net Income 2019: $39,7702019Revenue 2020: $56,318Expenses 2020: $76,138Net Income 2020: -$19,8202020Revenue 2021: $75,008Expenses 2021: $73,844Net Income 2021: $1,1642021Revenue 2022: $106,140Expenses 2022: $84,339Net Income 2022: $21,8012022Revenue 2023: $235,874Expenses 2023: $103,641Net Income 2023: $132,2332023Revenue 2024: $418,088Expenses 2024: $134,348Net Income 2024: $283,7402024

Highlighted filing

2024

Revenue$418,088
Expenses$134,348
Net Income$283,740

Filings

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
$682,053
Mission and Program Overview

Mission

Historic preservation of seven properties in berks county, the promotion of historic preservation goals, and digitally archiving historical materials relating to each of the properties that it owns.

Historic preservation of seven properties in berks county, the promotion of historical preservation goals, and digitally archiving historical materials relating to each of the properties that it owns.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,502,824$1,502,848▲ $24
Investments in Publicly Traded Securities$872,702$1,006,291▲ $133,589
Pledges and Grants Receivable-$130,618-
Savings and Temporary Cash Investments$55,800$79,529▲ $23,729
Inventories for Sale or Use$4,403$4,403→ $0
Total Assets$2,435,729$2,723,689▲ $287,960
Liabilities
Accounts Payable and Accrued Expenses$7,888--
Total Liabilities$7,888$0▼ $7,888
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,421,181$2,420,970▼ $211
Net Assets With Donor Restrictions$6,660$302,719▲ $296,059
Total Net Assets Fund Balance$2,427,841$2,723,689▲ $295,848
Total Liabilities and Net Assets / Fund Balance$2,435,729$2,723,689▲ $287,960

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,462,101$1,465$1,463,566
Other Land Buildings$35,720$47,700$83,420
Equipment$5,027$32,645$37,672

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$774,939$173,400▲ $78,902-$1,022,094
2023$697,774$18,125▲ $63,248-$774,939
2022$664,278$82,992▼ $45,430-$697,774
2021$582,655-▲ $95,671$9,929$664,278
2020$563,106-▲ $32,764$9,657$582,655
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Amanda MachikDirectorPT$1,540$1,540

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$347,596
Program Service Revenue
$0
Investment Income
$66,892
Other Revenue
$3,600
All Other Contributions
$338,509
Change in Net Assets
$283,740
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$132,808
Salaries, Compensation, and Employee Benefits$1,540
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$86,486$1,323-$87,809
Insurance$19,389$1,020-$20,409
Fees for Services Accounting-$6,405-$6,405
Fees for Service Investment Mgmnt Fees-$5,147-$5,147
Depreciation Depletion$4,126$106-$4,232
Office Expenses$2,670$1,060-$3,730
Fees for Services Other$2,508--$2,508
Current Officers, Directors, Trustees, and Key Employees$1,078$462-$1,540
Information Technology$475$1,028-$1,503
Advertising$567--$567
Other Expenses$48--$48
Total Functional Expenses$117,797$16,551$0$134,348
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
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
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The organization has members.

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

The members of the organization can elect or appoint members of the governing body. This is done during board meetings.

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

Before the 990 is finalized, it is presented to and reviewed by the treasurer. The treasurer then presents it to the entire governing board.

Form 990, Page 6, Part VI, Line 19

Governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Historic Preservation Trust of
EIN
23-6412247
Phone
6103854762
Address
31 OLD PHILADELPHIA PIKE, DOUGLASSVILLE, PA 19518

Signing Officer

Name
Laurence Ward
Title
Financial Secretary
Phone
6106702770
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laurence Ward
Formed
1964
Legal Domicile
Pa
Voting Board Members
17
Independent Board Members
17
Employees
0

Preparer

Firm
William G Koch & Associates
Address
2650 WESTVIEW DR, WYOMISSING, PA 19610-1187
Preparer
Patrick G Carr CPA
Phone
6106789700
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

Endowment funds used to purchase and restore historic properties.

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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt09087
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0HISTORIC PRESERVATION OF SEVEN PROPERTIES IN BERKS COUNTY, THE PROMOTION OF HISTORICAL PRESERVATION GOALS, AND DIGITALLY ARCHIVING HISTORICAL MATERIALS RELATING TO EACH OF THE PROPERTIES THAT IT OWNS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02427841
IRS990/NetAssetsOrFundBalancesEOYAmt02723689
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt039107
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt039107
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt03600
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt03600
IRS990/NetUnrlzdGainsLossesInvstAmt012108
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02421181
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02420970
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt01323
IRS990/OccupancyGrp/ProgramServicesAmt086486
IRS990/OccupancyGrp/TotalAmt087809
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01060
IRS990/OfficeExpensesGrp/ProgramServicesAmt02670
IRS990/OfficeExpensesGrp/TotalAmt03730
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/ProgramServicesAmt0450
IRS990/OtherExpensesGrp/ProgramServicesAmt148
IRS990/OtherExpensesGrp/TotalAmt0450
IRS990/OtherExpensesGrp/TotalAmt148
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0130618
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0LAURENCE WARD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0138496
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt093778
IRS990/PYOtherExpensesAmt0102261
IRS990/PYOtherRevenueAmt03600
IRS990/PYRevenuesLessExpensesAmt0132233
IRS990/PYSalariesCompEmpBnftPaidAmt01380
IRS990/PYTotalExpensesAmt0103641
IRS990/PYTotalRevenueAmt0235874
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0283740
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt03600
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt055800
IRS990/SavingsAndTempCashInvstGrp/EOYAmt079529
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0347596
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0138496
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt080394
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt054951
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt041071
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0662508
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt031385
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt020764
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt018441
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt020758
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012582
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0103930
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86440
IRS990ScheduleA/PublicSupportPY170Pct00.81120
IRS990ScheduleA/PublicSupportTotal170Amt0662508
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0347596
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0138496
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt080394
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt054951
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt041071
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0662508
IRS990ScheduleA/TotalSupportAmt0766438
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt01463566
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.85000
IRS990ScheduleD/BuildingsGrp/BookValueAmt01462101
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01465
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01463566
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt05147
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0774939
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0173400
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01022094
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt078902
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04208
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0697774
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt018125
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0774939
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt063248
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt04066
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0664278
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt082992
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0697774
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-45430
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt04119
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0582655
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0664278
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt095671
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt09929
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt03558
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0563106
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0582655
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt032764
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt09657
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt05027
IRS990ScheduleD/EquipmentGrp/DepreciationAmt032645
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt037672
IRS990ScheduleD/HistoricLandAreaInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt035720
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt047700
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt083420
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/StaffHoursSpentEnforcementCnt010.00
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT FUNDS USED TO PURCHASE AND RESTORE HISTORIC PROPERTIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.15000
IRS990ScheduleD/TotalAcreageCnt020.15
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01502848
IRS990ScheduleD/TotalEasementsCnt01
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THE ORGANIZATION CAN ELECT OR APPOINT MEMBERS OF THE GOVERNING BODY. THIS IS DONE DURING BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BEFORE THE 990 IS FINALIZED, IT IS PRESENTED TO AND REVIEWED BY THE TREASURER. THE TREASURER THEN PRESENTS IT TO THE ENTIRE GOVERNING BOARD.

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