Civic Intelligence

Historic Harmony Inc.

990 • Fiscal year 2024 • EIN 23-7089210

Jan 01, 2024 to Dec 31, 2024 • Filed on Sep 23, 2025

218 Mercer StreetHarmony, PA 16037

(724) 452-7341

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

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

Liabilities / Revenue

27th percentile

0.01x

Higher debt load relative to revenue than 27% of similar nonprofits.

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

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

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

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

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

Asset Growth

59th percentile

7.6%

Faster asset growth than 59% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-79%

Faster revenue growth than 2% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,145,707

Up $1,363,228 (+174%) from 2022

Net Assets

Up

$2,143,465

Up $1,364,715 (+175%) from 2022

Liabilities

Down

$2,242

Down $1,487 (-40%) from 2022

Revenue

Up

$284,813

Up $167,145 (+142%) from 2022

Expenses

Up

$143,059

Up $9,690 (+7.3%) from 2022

Net Income

Up

$141,754

Up $157,455 (+1003%) from 2022

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $707,660Liabilities 2010: $1,822Net Assets 2010: $705,8382010Assets 2011: $703,760Liabilities 2011: $1,049Net Assets 2011: $702,7112011Assets 2012: $705,077Liabilities 2012: $2,506Net Assets 2012: $702,5712012Assets 2013: $723,614Liabilities 2013: $3,933Net Assets 2013: $719,6812013Assets 2014: $726,053Liabilities 2014: $5,434Net Assets 2014: $720,6192014Assets 2015: $717,175Liabilities 2015: $5,448Net Assets 2015: $711,7272015Assets 2016: $727,871Liabilities 2016: $4,279Net Assets 2016: $723,5922016Assets 2017: $724,699Liabilities 2017: $3,801Net Assets 2017: $720,8982017Assets 2018: $690,290Liabilities 2018: $4,569Net Assets 2018: $685,7212018Assets 2019: $773,283Liabilities 2019: $24,676Net Assets 2019: $748,6072019Assets 2021: $800,182Liabilities 2021: $5,736Net Assets 2021: $794,4462021Assets 2022: $782,479Liabilities 2022: $3,729Net Assets 2022: $778,7502022Assets 2024: $2,145,707Liabilities 2024: $2,242Net Assets 2024: $2,143,4652024

Highlighted filing

2024

Assets$2,145,707
Liabilities$2,242
Net Assets$2,143,465

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $77,9662010Expenses 2011: $68,3552011Expenses 2012: $81,8162012Revenue 2013: $97,065Expenses 2013: $79,955Net Income 2013: $17,1102013Revenue 2014: $76,979Expenses 2014: $76,041Net Income 2014: $9382014Revenue 2015: $102,271Expenses 2015: $111,163Net Income 2015: -$8,8922015Revenue 2016: $120,783Expenses 2016: $108,915Net Income 2016: $11,8682016Revenue 2017: $107,908Expenses 2017: $110,606Net Income 2017: -$2,6982017Revenue 2018: $71,922Expenses 2018: $107,099Net Income 2018: -$35,1772018Revenue 2019: $170,609Expenses 2019: $107,723Net Income 2019: $62,8862019Revenue 2021: $117,186Expenses 2021: $116,524Net Income 2021: $6622021Revenue 2022: $117,668Expenses 2022: $133,369Net Income 2022: -$15,7012022Revenue 2024: $284,813Expenses 2024: $143,059Net Income 2024: $141,7542024

Highlighted filing

2024

Revenue$284,813
Expenses$143,059
Net Income$141,754
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 23, 2025
Return Version
2024v5.2
Gross Receipts
$386,118
Mission and Program Overview

Mission

To preserve and promote puiblic knowledge of the Harmony area history and heritage through it's Harmony museum collections and outreach activities. Other goals are to foster tourism in southwestern Butler county in cooperation with other organizations and agencies and encourage preservation of historical sources in support of educational, quality of life, economic development and associated community activities.

To preserve and promote public knowledge of the harmony area history and heritage through harmony museum collections and outreach activities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,175,225$1,088,285▼ $86,940
Land, Buildings, and Equipment, Net$677,612$936,825▲ $259,213
Cash and Non-Interest-Bearing Accounts$129,551$114,093▼ $15,458
Inventories for Sale or Use$11,370$6,504▼ $4,866
Total Assets$1,993,758$2,145,707▲ $151,949
Liabilities
Other Liabilities$3,315$2,242▼ $1,073
Total Liabilities$3,315$2,242▼ $1,073
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,183,499$1,093,709▼ $89,790
Net Assets Without Donor Restrictions$806,944$1,049,756▲ $242,812
Total Net Assets Fund Balance$1,990,443$2,143,465▲ $153,022
Total Liabilities and Net Assets / Fund Balance$1,993,758$2,145,707▲ $151,949

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$936,695$75,839$1,012,534
Equipment$130$11,150$11,280
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kathy LuekPresident
Chuck WelshVice President
Andrew OrientDirector
David EngleDirector
Denise RodgersDirector
Lin St ClairDirector
Nancy WilsonDirector
Robert WachinaDirector
Linda PowlusSecretary
Barbara EtterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$182,308
Program Service Revenue
$30,319
Investment Income
$61,357
Other Revenue
$10,829
All Other Contributions
$112,226
Change in Net Assets
$141,754
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$115,786
Total Fundraising Expense$41,800
Salaries, Compensation, and Employee Benefits$27,273
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$18,890$6,297-$25,187
Insurance$22,537--$22,537
Occupancy-$12,118-$12,118
Depreciation Depletion$10,726--$10,726
Fees for Services Accounting-$6,579-$6,579
Other Expenses-$3,515$32,126$3,515
Fees for Services Legal-$3,512-$3,512
Fees for Service Investment Mgmnt Fees-$3,428-$3,428
All Other Expenses-$3,143-$3,143
Payroll Taxes$1,565$521-$2,086
Office Expenses-$1,704-$1,704
Advertising-$757-$757
Total Functional Expenses$53,718$47,541$41,800$143,059
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Xmas Market$44,516$44,516$32,125$12,391
Concessions$15,351$15,351$9,674$5,677
Total Events$59,867$59,867$41,799$18,068
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit$900
Pr Taxes Payable$774
Sales Tax Payable$498
Gift Certificates Sold$70
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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

Draft of 990 return is reviewed and approved by board before filing

Governing documents etc available to public Part VI line 19

Copy of tax return available by request

Filing and Contact Details

Filer

Filer Name
Historic Harmony Inc
EIN
23-7089210
In Care Of
% KATHY LUEK
Phone
7244527341
Address
218 MERCER STREET, HARMONY, PA 16037

Signing Officer

Name
Kathy Luek
Title
President
Phone
7244527341
Signed
2025-09-23
Discuss with paid preparer
No

Organization Details

Formed
1943
Legal Domicile
Pa
Voting Board Members
10
Independent Board Members
10
Employees
4
Volunteers
225

Preparer

Firm
Pfeifer Binder & Alberth PC
Address
PO Box 510, Mars, PA 16046
Preparer
Samuel Alberth
Phone
7246253511
Supplemental Narrative

Additional Explanations

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

ROUNDING - $1

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IRS990/OtherLiabilitiesGrp/EOYAmt02242
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0SALES TAX DISCOUNT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010
IRS990/OtherRevenueTotalAmt010
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt06297
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt018890
IRS990/OtherSalariesAndWagesGrp/TotalAmt025187
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0521
IRS990/PayrollTaxesGrp/ProgramServicesAmt01565
IRS990/PayrollTaxesGrp/TotalAmt02086
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0713990
IRS990/ProgramServiceRevenueGrp/Desc0ADMISSION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt030319
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt030319
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01252209
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt025272
IRS990/PYOtherExpensesAmt0124235
IRS990/PYOtherRevenueAmt068283
IRS990/PYProgramServiceRevenueAmt041417
IRS990/PYRevenuesLessExpensesAmt01211297
IRS990/PYSalariesCompEmpBnftPaidAmt051649
IRS990/PYTotalExpensesAmt0175884
IRS990/PYTotalRevenueAmt01387181
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0141754
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt04121
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0122441
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01252209
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt048963
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt059285
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0108542
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01591440
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt061357
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt025272
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt086649
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt046968
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt066961
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03775
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02363
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01510
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0121577
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt061357
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt025272
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt086649
IRS990ScheduleA/InvestmentIncomeCYPct00.04000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt067867
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt088331
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt064923
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt055532
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt040131
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0316784
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.80940
IRS990ScheduleA/PublicSupportPY509Pct00.83370
IRS990ScheduleA/PublicSupportTotal509Amt01713017
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0169409
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01319170
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt052738
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt061648
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0110052
IRS990ScheduleA/Total509Grp/TotalAmt01713017
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0298633
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01432773
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0117668
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0117186
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0150190
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02116450
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0936695
IRS990ScheduleD/BuildingsGrp/DepreciationAmt075839
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01012534
IRS990ScheduleD/EquipmentGrp/BookValueAmt0130
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011150
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011280
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0774
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt270
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3498
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PR TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SECURITY DEPOSIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2GIFT CERTIFICATES SOLD
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3SALES TAX PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0936825
IRS990ScheduleD/TotalLiabilityAmt02242
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt041799
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0XMAS MARKET
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CONCESSIONS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt044516
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015351
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt059867
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt044516
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015351
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt059867
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018068
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt041799
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt032125
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09674
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DRAFT OF 990 RETURN IS REVIEWED AND APPROVED BY BOARD BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPY OF TAX RETURN AVAILABLE BY REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROUNDING - $1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Explanation of other changes in net assets or fund balances Part XI line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01993758
IRS990/TotalAssetsEOYAmt02145707

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.00$2.14$0.28$0.14$0.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$0.12$0.13$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.01$0.79$0.12$0.12$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.02$0.75$0.17$0.11$0.06
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$0.07$0.11$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$0.11$0.11$0.00
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.00$0.72$0.12$0.11$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.01$0.71$0.10$0.11$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.73$0.01$0.72$0.08$0.08$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.10$0.08$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.00$0.70$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.00$0.70$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.00$0.71$0.08