Civic Intelligence

Historic Preservation Trust of Berks County Pennsylvania

990 • Fiscal year 2018 • EIN 23-6412247

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileWWW.HISTORICPRESERVATIONTRUST.ORG
31 Old Philadelphia PikeDouglassville, PA 19518

(610) 385-4762

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

54th percentile

2.0%

Faster asset growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

68%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$2,102,150

Up $41,366 (+2.0%) from 2017

Net Assets

Up

$2,102,150

Up $41,366 (+2.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin90th percentile

Revenue

Up

$128,124

Up $51,844 (+68%) from 2017

Expenses

Up

$69,527

Up $9,694 (+16%) from 2017

Net Income

Up

$58,597

Up $42,150 (+256%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2018

Assets$2,102,150
Liabilities$0
Net Assets$2,102,150
Open 2018 Filing

Operations Trend

Revenue Growth91st 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

2018

Revenue$128,124
Expenses$69,527
Net Income$58,597
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$210,263
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$1,145,868$1,249,498▲ $103,630
Investments in Publicly Traded Securities$365,443$670,313▲ $304,870
Savings and Temporary Cash Investments$545,070$177,936▼ $367,134
Inventories for Sale or Use$4,403$4,403→ $0
Total Assets$2,060,784$2,102,150▲ $41,366
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,628,821--
Temporarily Rstr Net Assets$245,738$1,210,024▲ $964,286
Unrestricted Net Assets$186,225$892,126▲ $705,901
Total Net Assets Fund Balance$2,060,784$2,102,150▲ $41,366
Total Liabilities and Net Assets / Fund Balance$2,060,784$2,102,150▲ $41,366

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,199,576$1,465$1,201,041
Other Land Buildings$46,823$65,654$49,788
Equipment$3,099$30,837$33,936
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
John HibschmanPresident
Amanda MachikDirector
Jessica KernsDirector
Jim LewarsDirector
Michelle LynchDirector
Peter HammondDirector
Phil PendletonDirector
Sue Miller SperosDirector
Thomas KeimDirector
Vickie MoyerDirector
Vicky HeffnerDirector
Zachary LongDirector
Lauren ArchibaldRecording Se
S John MeinhartTreasurer
Bradford KissamVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$97,115
Program Service Revenue
$1,216
Investment Income
$12,126
Other Revenue
$17,667
All Other Contributions
$88,912
Change in Net Assets
$58,597
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$69,527
Total Fundraising Expense$6,915
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$17,423$330$330$18,083
Insurance$16,029$891$891$17,811
Depreciation Depletion$5,920$156$156$6,232
Fees for Services Accounting-$4,900-$4,900
Office Expenses$1,303$2,256$628$4,187
Fees for Service Investment Mgmnt Fees-$3,442-$3,442
Information Technology$3,115--$3,115
Other Expenses$1,600$2,200$339$1,600
Advertising--$455$455
Total Functional Expenses$48,098$14,514$6,915$69,527
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,142
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
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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 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
John Hibschman
Title
President
Phone
6103854762
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Hibschman
Formed
1964
Legal Domicile
Pa
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
30

Preparer

Firm
William G Koch & Associates
Address
2650 WESTVIEW DR, WYOMISSING, PA 19610-1187
Preparer
Christopher a Spang
Phone
6106789700
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 1, Part II, Line 5

“There is a written monitoring and enforcement policy.”

Raw XML AppendixShowing 400 of 458 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0HISTORIC 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/AdvertisingGrp/FundraisingAmt0455
IRS990/AdvertisingGrp/TotalAmt0455
IRS990/AllOtherContributionsAmt088912
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0OFFICERS
IRS990/BooksInCareOfDetail/PhoneNum06103854762
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt031 OLD PHILADELPHIA PIKE
IRS990/BooksInCareOfDetail/USAddress/CityNm0DOUGLASSVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019518
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0true
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0true
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt02305
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt097115
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt012126
IRS990/CYOtherExpensesAmt069527
IRS990/CYOtherRevenueAmt017667
IRS990/CYProgramServiceRevenueAmt01216
IRS990/CYRevenuesLessExpensesAmt058597
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt069527
IRS990/CYTotalFundraisingExpenseAmt06915
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0128124
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt0156
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0156
IRS990/DepreciationDepletionGrp/ProgramServicesAmt05920
IRS990/DepreciationDepletionGrp/TotalAmt06232
IRS990/Desc0THE TRUST PRESERVES AND RESTORES THE SEVEN TRUST-OWNED PROPERTIES AND WORKS WITH THE LOCAL COMMUNITY TO PROVIDE GUIDANCE AND DEVELOP REALISTIC APPROACHES FOR PROTECTING AND PRESERVING LOCAL HISTORY. BEGINNING IN 2009, THE TRUST HAS BEEN DIGITALLY ARCHIVING DOCUMENTS AND PHOTOS RELATING TO THE HISTORIC PROPERTIES OWNED BY THE TRUST.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt048098
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04900
IRS990/FeesForServicesAccountingGrp/TotalAmt04900
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt03442
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03442
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN HIBSCHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1BRADFORD KISSAM
IRS990/Form990PartVIISectionAGrp/PersonNm2S JOHN MEINHART
IRS990/Form990PartVIISectionAGrp/PersonNm3LAUREN ARCHIBALD
IRS990/Form990PartVIISectionAGrp/PersonNm4PETER HAMMOND
IRS990/Form990PartVIISectionAGrp/PersonNm5VICKY HEFFNER
IRS990/Form990PartVIISectionAGrp/PersonNm6THOMAS KEIM
IRS990/Form990PartVIISectionAGrp/PersonNm7JESSICA KERNS
IRS990/Form990PartVIISectionAGrp/PersonNm8JIM LEWARS
IRS990/Form990PartVIISectionAGrp/PersonNm9ZACHARY LONG
IRS990/Form990PartVIISectionAGrp/PersonNm10MICHELLE LYNCH
IRS990/Form990PartVIISectionAGrp/PersonNm11AMANDA MACHIK
IRS990/Form990PartVIISectionAGrp/PersonNm12VICKIE MOYER
IRS990/Form990PartVIISectionAGrp/PersonNm13PHIL PENDLETON
IRS990/Form990PartVIISectionAGrp/PersonNm14SUE MILLER SPEROS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3RECORDING SE
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt02305
IRS990/FundraisingDirectExpensesAmt01142
IRS990/GainOrLossGrp/SecuritiesAmt0-2507
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt078490
IRS990/GrossReceiptsAmt0210263
IRS990/GrossRentsGrp/RealAmt08101
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt015
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt03115
IRS990/InformationTechnologyGrp/TotalAmt03115
IRS990/InsuranceGrp/FundraisingAmt0891
IRS990/InsuranceGrp/ManagementAndGeneralAmt0891
IRS990/InsuranceGrp/ProgramServicesAmt016029
IRS990/InsuranceGrp/TotalAmt017811
IRS990/InventoriesForSaleOrUseGrp/BOYAmt04403
IRS990/InventoriesForSaleOrUseGrp/EOYAmt04403
IRS990/InvestmentIncomeGrp/ExclusionAmt014633
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014633
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0365443
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0670313
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt097956
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01145868
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01249498
IRS990/LandBldgEquipCostOrOtherBssAmt01347454
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt080997
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt05898
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/NetAssetsOrFundBalancesBOYAmt02060784
IRS990/NetAssetsOrFundBalancesEOYAmt02102150
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-2507
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2507
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-1142
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt08101
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt08101
IRS990/NetUnrlzdGainsLossesInvstAmt0-17231
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt0330
IRS990/OccupancyGrp/ManagementAndGeneralAmt0330
IRS990/OccupancyGrp/ProgramServicesAmt017423
IRS990/OccupancyGrp/TotalAmt018083
IRS990/OfficeExpensesGrp/FundraisingAmt0628
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02256
IRS990/OfficeExpensesGrp/ProgramServicesAmt01303
IRS990/OfficeExpensesGrp/TotalAmt04187
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0SPECIAL ACTIVITIES
IRS990/OtherExpensesGrp/Desc1CONSULTANT
IRS990/OtherExpensesGrp/Desc2BRANDYWINE HISTORIC SERVI
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt04116
IRS990/OtherExpensesGrp/FundraisingAmt1339
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0339
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12200
IRS990/OtherExpensesGrp/ProgramServicesAmt02708
IRS990/OtherExpensesGrp/ProgramServicesAmt11600
IRS990/OtherExpensesGrp/TotalAmt04116
IRS990/OtherExpensesGrp/TotalAmt13386
IRS990/OtherExpensesGrp/TotalAmt22200
IRS990/OtherExpensesGrp/TotalAmt31600
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0INSURANCE PROCEEDS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010708
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010708
IRS990/OtherRevenueTotalAmt010708
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01628821
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOHN HIBSCHMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0TOUR / EDUCATIONAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01216
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01216
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt062686
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt03535
IRS990/PYOtherExpensesAmt059833
IRS990/PYOtherRevenueAmt010059
IRS990/PYRevenuesLessExpensesAmt016447
IRS990/PYTotalExpensesAmt059833
IRS990/PYTotalRevenueAmt076280
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt058597
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt08101
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01216
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0545070
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0177936
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt097115
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt062686
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt028125
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0537750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0127368
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0853044
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt022734
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt018505
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt013164
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt015633
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012795
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt082831
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt019585
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91150
IRS990ScheduleA/PublicSupportPY170Pct00.90930
IRS990ScheduleA/PublicSupportTotal170Amt0853044
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt097115
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt062686
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt028125
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0537750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0127368
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0853044
IRS990ScheduleA/TotalSupportAmt0935875
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/AssetsIncludedAmt01201041
IRS990ScheduleD/BuildingsGrp/BookValueAmt01199576
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01465
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01201041
IRS990ScheduleD/EquipmentGrp/BookValueAmt03099
IRS990ScheduleD/EquipmentGrp/DepreciationAmt030837
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt033936
IRS990ScheduleD/HistoricLandAreaInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt046823
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt065654
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt062689
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt049788
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/StaffHoursSpentEnforcementCnt010.00
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THERE IS A WRITTEN MONITORING AND ENFORCEMENT POLICY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 1, PART II, LINE 5
IRS990ScheduleD/TotalAcreageCnt020.15
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01249498
IRS990ScheduleD/TotalEasementsCnt01
IRS990ScheduleD/WrittenPolicyMonitoringInd0true
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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
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 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0245738
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01210024
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02060784
IRS990/TotalAssetsEOYAmt02102150
IRS990/TotalAssetsGrp/BOYAmt02060784
IRS990/TotalAssetsGrp/EOYAmt02102150
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt097115
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt06915
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014514
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt048098
IRS990/TotalFunctionalExpensesGrp/TotalAmt069527
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,102,150
Liabilities
$0
Net assets
$2,102,150
Revenue
$128,124
Expenses
$69,527
Net income
$58,597
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