Civic Intelligence

Historic Preservation Trust of Berks County Pennsylvania

990 • Fiscal year 2015 • EIN 23-6412247

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 09, 2016

Organization ProfileWWW.HISTORICPRESERVATIONTRUST.ORG
31 Old Philadelphia Pike PO Box 245Douglassville, PA 19518

(610) 385-4762

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

98th percentile

87%

Higher net margin than 98% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

89th percentile

41%

Faster asset growth than 89% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

98th percentile

295%

Faster revenue growth than 98% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,663,926

Up $482,971 (+41%) from 2014

Net Assets

Up

$1,663,926

Up $482,972 (+41%) from 2014

Liabilities

Down

$0

Down $1 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin98th percentile

Revenue

Up

$553,383

Up $413,220 (+295%) from 2014

Expenses

Down

$70,411

Down $90,515 (-56%) from 2014

Net Income

Up

$482,972

Up $503,735 (+2426%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2015

Assets$1,663,926
Liabilities$0
Net Assets$1,663,926
Open 2015 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$553,383
Expenses$70,411
Net Income$482,972
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 9, 2016
Return Version
2015v2.1
Gross Receipts
$558,540
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$1,040,734$1,070,125▲ $29,391
Savings and Temporary Cash Investments$103,553$557,911▲ $454,358
Investments Other Securities$31,851$31,487▼ $364
Inventories for Sale or Use$4,817$4,403▼ $414
Total Assets$1,180,955$1,663,926▲ $482,971
Liabilities
Accounts Payable and Accrued Expenses$1--
Total Liabilities$1$0▼ $1
Net Assets / Fund Balance
Permanently Rstr Net Assets$967,311$967,311→ $0
Unrestricted Net Assets$145,315$628,287▲ $482,972
Temporarily Rstr Net Assets$68,328$68,328→ $0
Total Net Assets Fund Balance$1,180,954$1,663,926▲ $482,972
Total Liabilities and Net Assets / Fund Balance$1,180,955$1,663,926▲ $482,971

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,024,009$34,976$1,058,985
Leasehold Improvements$41,081$15,307$56,388
Equipment$5,035$28,901$33,936
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
John HibschmanPresident
Bradford KissamVice President
S John MeinhartFinancial Secretary
Lauren ArchibaldRecording Secretary
S John MeinhartTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$537,075
Program Service Revenue
$0
Investment Income
$1,239
Other Revenue
$15,069
All Other Contributions
$526,682
Change in Net Assets
$482,972
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$70,411
Total Fundraising Expense$3,066
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance$19,879$1,104$1,104$22,087
Occupancy$18,252--$18,252
Depreciation Depletion$6,193--$6,193
Fees for Services Accounting-$4,900-$4,900
Office Expenses$1,958$556$1,358$3,872
Fees for Services Other$2,749$343$344$3,436
Fees for Service Investment Mgmnt Fees-$2,606-$2,606
Fees for Services Legal-$1,047-$1,047
Advertising$200$560$260$1,020
Interest$375--$375
Other Expenses$726$364-$364
Total Functional Expenses$55,865$11,480$3,066$70,411
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$17,139
Fundraising Direct Expenses$5,157
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Christmas Tea$7,750$7,750$2,531$5,219
Open Hearth Dinner$4,500$4,500$1,348$3,152
Total Events$17,139$17,139$5,157$11,982
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Phil PendletonDirectorFiling of Application for National Monument Status for Keim House.Yes$4,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
Yes
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, Part VI, Section A, Line 6

“This organization has members.”

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

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

Form 990, Part VI, Section B, Line 11

“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, Part VI, Section C, Line 18

“The 990 is available upon request at the trust offices and at the guidestar website”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Historic Preservation Trust of
EIN
23-6412247
Phone
6103854762
Address
31 OLD PHILADELPHIA PIKE PO BOX 245, DOUGLASSVILLE, PA 19518

Signing Officer

Name
John Hibschman
Title
Treasurer
Phone
6103854762
Signed
2016-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
S John Meinhart
Formed
1964
Legal Domicile
Pa
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
0

Preparer

Firm
Long Barrell & Co Ltd
Address
135 NORTH PROSPECT STREET, READING, PA 19606
Preparer
Edward J Peifer CPA
Phone
6107796000
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01024009
IRS990ScheduleD/BuildingsGrp/DepreciationAmt034976
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01058985
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt00
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt00
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt014148
IRS990ScheduleD/EquipmentGrp/BookValueAmt05035
IRS990ScheduleD/EquipmentGrp/DepreciationAmt028901
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt033936
IRS990ScheduleD/ExpensesIncurredEnforcementAmt00
IRS990ScheduleD/HistoricLandAreaInd0X
IRS990ScheduleD/HistoricStrctrEasementsAftrCnt00
IRS990ScheduleD/HistoricStructureEasementsCnt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt041081
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt015307
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt056388
IRS990ScheduleD/ModifiedEasementsCnt00
IRS990ScheduleD/Section170hRqrStsfdInd01
IRS990ScheduleD/StaffHoursSpentEnforcementCnt010.00
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/TotalAcreageCnt020.15
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01070125
IRS990ScheduleD/TotalEasementsCnt01
IRS990ScheduleD/WrittenPolicyMonitoringInd01
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05157
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHRISTMAS TEA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OPEN HEARTH DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt04500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt04889
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017139
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt04889
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017139
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011982
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01278
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05157
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02531
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01348
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0PHIL PENDLETON
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd01
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt04000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0FILING OF APPLICATION FOR NATIONAL MONUMENT STATUS FOR KEIM HOUSE.
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0FILING OF APPLICATION FOR NATIONAL MONUMENT STATUS FOR KEIM HOUSE.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART IV, COLUMN D
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THIS 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 990 IS AVAILABLE UPON REQUEST AT THE TRUST OFFICES AND AT THE GUIDESTAR WEBSITE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt068328
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt068328
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01180955
IRS990/TotalAssetsEOYAmt01663926
IRS990/TotalAssetsGrp/BOYAmt01180955
IRS990/TotalAssetsGrp/EOYAmt01663926
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0537075
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03066
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011480
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt055865
IRS990/TotalFunctionalExpensesGrp/TotalAmt070411
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt01
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01180954
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01663926
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt055865
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt013221
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03087
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0553383
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01180955
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01663926
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0145315
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0628287
IRS990/USAddress/AddressLine1Txt031 OLD PHILADELPHIA PIKE
IRS990/USAddress/CityNm0DOUGLASSVILLE
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019518
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WebsiteAddressTxt0WWW.HISTORICPRESERVATIONTRUST.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN HIBSCHMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06103854762
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HISTORIC PRESERVATION TRUST OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BERKS COUNTY
ReturnHeader/Filer/BusinessNameControlTxt0HIST
ReturnHeader/Filer/EIN0236412247
ReturnHeader/Filer/PhoneNum06103854762
ReturnHeader/Filer/USAddress/AddressLine1Txt031 OLD PHILADELPHIA PIKE PO BOX 245
ReturnHeader/Filer/USAddress/CityNm0DOUGLASSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019518
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232321121

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,663,926
Liabilities
$0
Net assets
$1,663,926
Revenue
$553,383
Expenses
$70,411
Net income
$482,972
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.72$0.00$2.72$0.42$0.13$0.28
2023Detailed filing. Detailed filing data is available for this year.$2.44$0.01$2.43$0.24$0.10$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.11$0.08$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.08$0.07$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.06$0.08$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.12$0.08$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.13$0.07$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.08$0.06$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.40$0.07$0.33
2015Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.55$0.07$0.48
2014Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.14$0.16$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.03$1.01$0.08