Civic Intelligence

Historic Schaefferstown Inc

EIN 23-6463356 • 501(c)3 • Schaefferstown, PA

Profile

Mission is the collection, preservation, study, and dissemination of the history and folk culture of the pennsylvania germans in south central pennsylvania, with particular focus on schaefferstown, pennsylvania.

111 North Market Street Box 307Schaefferstown, PA 17088-0307

hsimuseum.org

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

37th percentile

0.00x

Higher debt load relative to revenue than 37% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

61st percentile

11%

Higher net margin than 61% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

51st percentile

3.9%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2025

Revenue Growth

45th percentile

4.2%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2025

Assets

Up

$926,331

Up $5,076 (+0.6%) from 2024

Liabilities

Down

$213

Down $39,562 (-99%) from 2024

Net Assets

Up

$926,118

Up $44,638 (+5.1%) from 2024

Revenue

Down

$132,875

Down $16,758 (-11%) from 2024

Expenses

Down

$118,922

Down $6,456 (-5.1%) from 2024

Net Income

Down

$13,953

Down $10,302 (-42%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $467,445Liabilities 2010: $0Net Assets 2010: $467,4452010Assets 2011: $460,776Liabilities 2011: $0Net Assets 2011: $460,7762011Assets 2013: $558,699Liabilities 2013: $20,921Net Assets 2013: $537,7782013Assets 2014: $621,758Liabilities 2014: $0Net Assets 2014: $621,7582014Assets 2015: $589,391Liabilities 2015: $0Net Assets 2015: $589,3912015Assets 2016: $689,479Liabilities 2016: $0Net Assets 2016: $689,4792016Assets 2017: $659,247Liabilities 2017: $0Net Assets 2017: $659,2472017Assets 2018: $667,430Liabilities 2018: $0Net Assets 2018: $667,4302018Assets 2019: $697,020Liabilities 2019: $0Net Assets 2019: $697,0202019Assets 2020: $683,374Liabilities 2020: $13,161Net Assets 2020: $670,2132020Assets 2021: $808,464Liabilities 2021: $182Net Assets 2021: $808,2822021Assets 2022: $825,877Liabilities 2022: $3,403Net Assets 2022: $822,4742022Assets 2023: $953,634Liabilities 2023: $96,409Net Assets 2023: $857,2252023Assets 2024: $921,255Liabilities 2024: $39,775Net Assets 2024: $881,4802024Assets 2025: $926,331Liabilities 2025: $213Net Assets 2025: $926,1182025

Highlighted filing

2025

Assets$926,331
Liabilities$213
Net Assets$926,118

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $119,3322010Expenses 2011: $80,0862011Expenses 2013: $101,0222013Revenue 2014: $180,737Expenses 2014: $96,757Net Income 2014: $83,9802014Revenue 2015: $95,328Expenses 2015: $127,695Net Income 2015: -$32,3672015Revenue 2016: $217,792Expenses 2016: $117,704Net Income 2016: $100,0882016Revenue 2017: $105,815Expenses 2017: $136,047Net Income 2017: -$30,2322017Revenue 2018: $106,507Expenses 2018: $98,324Net Income 2018: $8,1832018Revenue 2019: $110,090Expenses 2019: $80,500Net Income 2019: $29,5902019Revenue 2020: $87,295Expenses 2020: $114,102Net Income 2020: -$26,8072020Revenue 2021: $192,399Expenses 2021: $86,958Net Income 2021: $105,4412021Revenue 2022: $117,392Expenses 2022: $77,170Net Income 2022: $40,2222022Revenue 2023: $153,722Expenses 2023: $118,971Net Income 2023: $34,7512023Revenue 2024: $149,633Expenses 2024: $125,378Net Income 2024: $24,2552024Revenue 2025: $132,875Expenses 2025: $118,922Net Income 2025: $13,9532025

Highlighted filing

2025

Revenue$132,875
Expenses$118,922
Net Income$13,953

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.26$0.00$9.26$1.33$1.19$0.14
2024Detailed filing. Detailed filing data is available for this year.$9.21$0.40$8.81$1.50$1.25$0.24
2023Detailed filing. Detailed filing data is available for this year.$9.54$0.96$8.57$1.54$1.19$0.35
2022Detailed filing. Detailed filing data is available for this year.$8.26$0.03$8.22$1.17$0.77$0.40
2021Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$1.92$0.87$1.05
2020Detailed filing. Detailed filing data is available for this year.$6.83$0.13$6.70$0.87$1.14$0.27
2019Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$1.10$0.81$0.30
2018Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$1.07$0.98$0.08
2017Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$1.06$1.36$0.30
2016Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.89$2.18$1.18$1.00
2015Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.95$1.28$0.32
2014Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$1.81$0.97$0.84
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.59$0.21$5.38$1.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.61$0.00$4.61$0.80
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.67$0.00$4.67$1.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Jan 22, 2026
Return Version
2024v5.2
Gross Receipts
$132,875
Mission and Program Overview

Mission

Mission is the collection, preservation, study, and dissemination of the history and folk culture of the pennsylvania germans in south central pennsylvania, with particular focus on schaefferstown, pennsylvania.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$539,473$547,419▲ $7,946
Land, Buildings, and Equipment, Net$347,501$357,502▲ $10,001
Cash and Non-Interest-Bearing Accounts$34,281$21,410▼ $12,871
Total Assets$921,255$926,331▲ $5,076
Liabilities
Accounts Payable and Accrued Expenses$39,775$213▼ $39,562
Total Liabilities$39,775$213▼ $39,562
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$554,738$589,358▲ $34,620
Net Assets With Donor Restrictions$326,742$336,760▲ $10,018
Total Net Assets Fund Balance$881,480$926,118▲ $44,638
Total Liabilities and Net Assets / Fund Balance$921,255$926,331▲ $5,076

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$355,002-$355,002
Equipment$2,500-$2,500
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lynn WengerPresident
Brenda Morrow1st Vice President
Michael Elmer2nd Vice President
Amber Axon-GoodDirector
Sarah EdrisDirector
Sue DeckDirector
Tristan McGettrickDirector
Gregory MoyerSecretary
Donna MoyerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$103,328
Program Service Revenue
$0
Investment Income
$22,129
Other Revenue
$7,418
All Other Contributions
$82,326
Change in Net Assets
$13,953

Audited Revenue Reconciliation

Revenue per Audited Statements
$142,893
Total Revenue per Audited Statements
$142,893
Total Revenue per Form 990
$142,893
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$111,159
Salaries, Compensation, and Employee Benefits$7,763
Total Fundraising Expense$125
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$16,903--$16,903
Insurance$15,441--$15,441
Fees for Services Accounting$5,918$1,900-$7,818
Other Salaries and Wages$7,188--$7,188
All Other Expenses$4,080--$4,080
Office Expenses$3,924--$3,924
Advertising$1,447--$1,447
Other Expenses$850--$850
Payroll Taxes$575--$575
Fees for Services Other--$125$125
Information Technology$106--$106
Total Functional Expenses$116,897$1,900$125$118,922

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$110,268
Total Expenses per Audited Statements$110,268
Total Expenses per Form 990$110,268
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
Audit committee
Yes
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 governing body review Part VI line 11

The irs 990 and the audited financial statements are made available for review by the finance committee and must be approved prior to submission to the irs. The finance committee has been empowered to take the necessary actions related to financial reporting requirements for the organization.

Conflict of interest policy compliance Part VI line 12C

conflict of interest policy is addressed and signed by board members annually

Governing documents etc available to public Part VI line 19

Documents subject to public review are made available to the public upon request to a board member.

Filing and Contact Details

Filer

Filer Name
Historic Schaefferstown Inc
EIN
23-6463356
In Care Of
% Lynn Wenger
Phone
7179492244
Address
111 NORTH MARKET STREET BOX 307, SCHAEFFERSTOWN, PA 17088-0307

Signing Officer

Name
Lynn Wenger
Title
President
Phone
7176797107
Signed
2026-01-22
Discuss with paid preparer
No

Organization Details

Formed
1965
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
1
Volunteers
22

Preparer

Firm
Ellis Lee Hostetter & Co Pc
Address
1810 S 5TH AVENUE, LEBANON, PA 17042
Preparer
Nick Reis Ea
Phone
7172738197
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

In Tax Year 2025, Net Assets were released from Restriction due to Prior Year Adjustments. $10,018 was released from restriction from the Money Market Account.

List of other expenses Part IX line 24E

Additional program expenses - devon cattle $6315

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherExpensesGrp/Desc2REPAIRS AND RESTORATIONS
IRS990/OtherExpensesGrp/Desc3POSTAGE
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IRS990/OtherExpensesGrp/ProgramServicesAmt229146
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IRS990/OtherExpensesGrp/TotalAmt229146
IRS990/OtherExpensesGrp/TotalAmt3850
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IRS990/OtherSalariesAndWagesGrp/TotalAmt07188
IRS990/OtherWebsiteInd0X
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IRS990/PayrollTaxesGrp/ProgramServicesAmt0575
IRS990/PayrollTaxesGrp/TotalAmt0575
IRS990/PoliticalCampaignActyInd0false
IRS990/PriorPeriodAdjustmentsAmt020667
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0112201
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0547419
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt038085
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt028877
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt027868
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07756
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0-22152
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IRS990ScheduleD/TotalRevenuePerForm990Amt0142893
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE IRS 990 AND THE AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR REVIEW BY THE FINANCE COMMITTEE AND MUST BE APPROVED PRIOR TO SUBMISSION TO THE IRS. THE FINANCE COMMITTEE HAS BEEN EMPOWERED TO TAKE THE NECESSARY ACTIONS RELATED TO FINANCIAL REPORTING REQUIREMENTS FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1conflict of interest policy is addressed and signed by board members annually
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS SUBJECT TO PUBLIC REVIEW ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST TO A BOARD MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3In Tax Year 2025, Net Assets were released from Restriction due to Prior Year Adjustments. $10,018 was released from restriction from the Money Market Account.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADDITIONAL PROGRAM EXPENSES - DEVON CATTLE $6315
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4List of other expenses Part IX line 24e
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0132875
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0hsimuseum.org
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IRS990/WrittenPolicyOrProcedureInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNN WENGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07176797107
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HISTORIC SCHAEFFERSTOWN INC
ReturnHeader/Filer/BusinessNameControlTxt0HIST
ReturnHeader/Filer/EIN0236463356
ReturnHeader/Filer/InCareOfNm0% Lynn Wenger
ReturnHeader/Filer/PhoneNum07179492244
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 NORTH MARKET STREET BOX 307
ReturnHeader/Filer/USAddress/CityNm0SCHAEFFERSTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0170880307

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