Civic Intelligence

Historical Society of Upper St Clair

EIN 25-1832381 • 501(c)3 • Upper St Clair, PA

Profile

The historical society of upper st. Clair (hsusc) exists to operate, restore and preserve the gilfillan farm, a mid-late 1800s working farm designated as a national historical place by the united states department of the interior, for general public educational, historical and cultural purposes and collect, catalogue, preserve, scan and make available to the general public historical photographs and documents related to the historical development of the upper st. Clair area and events, as well as the individuals and families involved that history. The beneficiaries of its efforts are both school children and the general public.

PO Box 12681Upper St Clair, PA 15241

www.hsusc.org

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

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.

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

Net Margin

84th percentile

36%

Higher net margin than 84% of similar nonprofits.

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.

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

Asset Growth

53rd percentile

4.7%

Faster asset growth than 53% of similar nonprofits.

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

Revenue Growth

51st percentile

7.8%

Faster revenue growth than 51% of similar nonprofits.

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

Assets

Up

$3,530,747

Up $159,916 (+4.7%) from 2023

Liabilities

Up

$1,890

Up $848 (+81%) from 2023

Net Assets

Up

$3,528,857

Up $159,068 (+4.7%) from 2023

Revenue

Up

$301,833

Up $22,234 (+8.0%) from 2023

Expenses

Up

$192,794

Up $24,771 (+15%) from 2023

Net Income

Down

$109,039

Down $2,537 (-2.3%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $2,825,414Liabilities 2012: $7,186Net Assets 2012: $2,818,2282012Assets 2013: $2,906,521Liabilities 2013: $0Net Assets 2013: $2,906,5212013Assets 2014: $2,975,987Liabilities 2014: $523Net Assets 2014: $2,975,4642014Assets 2015: $2,897,690Liabilities 2015: $293Net Assets 2015: $2,897,3972015Assets 2016: $2,918,472Liabilities 2016: $115Net Assets 2016: $2,918,3572016Assets 2018: $2,969,225Liabilities 2018: $1,149Net Assets 2018: $2,968,0762018Assets 2019: $3,193,774Liabilities 2019: $20Net Assets 2019: $3,193,7542019Assets 2020: $3,314,861Liabilities 2020: $808Net Assets 2020: $3,314,0532020Assets 2021: $3,553,177Liabilities 2021: $209Net Assets 2021: $3,552,9682021Assets 2022: $3,134,597Liabilities 2022: $17,003Net Assets 2022: $3,117,5942022Assets 2023: $3,370,831Liabilities 2023: $1,042Net Assets 2023: $3,369,7892023Assets 2024: $3,530,747Liabilities 2024: $1,890Net Assets 2024: $3,528,8572024

Highlighted filing

2024

Assets$3,530,747
Liabilities$1,890
Net Assets$3,528,857

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2012: $124,5022012Revenue 2013: $106,177Expenses 2013: $111,612Net Income 2013: -$5,4352013Revenue 2014: $141,900Expenses 2014: $125,538Net Income 2014: $16,3622014Revenue 2015: $101,082Expenses 2015: $136,709Net Income 2015: -$35,6272015Revenue 2016: $144,387Expenses 2016: $103,941Net Income 2016: $40,4462016Revenue 2018: $151,404Expenses 2018: $109,892Net Income 2018: $41,5122018Revenue 2019: $116,118Expenses 2019: $96,603Net Income 2019: $19,5152019Revenue 2020: $165,876Expenses 2020: $114,069Net Income 2020: $51,8072020Revenue 2021: $222,705Expenses 2021: $111,671Net Income 2021: $111,0342021Revenue 2022: $175,820Expenses 2022: $156,027Net Income 2022: $19,7932022Revenue 2023: $279,599Expenses 2023: $168,023Net Income 2023: $111,5762023Revenue 2024: $301,833Expenses 2024: $192,794Net Income 2024: $109,0392024

Highlighted filing

2024

Revenue$301,833
Expenses$192,794
Net Income$109,039

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.53$0.00$3.53$0.30$0.19$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$0.00$3.37$0.28$0.17$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.13$0.02$3.12$0.18$0.16$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.55$0.00$3.55$0.22$0.11$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.31$0.00$3.31$0.17$0.11$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.19$0.00$3.19$0.12$0.10$0.02
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.97$0.00$2.97$0.15$0.11$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$0.00$2.92$0.14$0.10$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.90$0.00$2.90$0.10$0.14$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.14$0.13$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.11$0.11$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.83$0.01$2.82$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Dec 11, 2025
Return Version
2024v5.2
Gross Receipts
$584,922
Mission and Program Overview

Mission

The historical society of upper st. Clair (hsusc) exists to operate, restore and preserve the gilfillan farm, a mid-late 1800s working farm designated as a national historical place by the united states department of the interior, for general public educational, historical and cultural purposes and collect, catalogue, preserve, scan and make available to the general public historical photographs and documents related to the historical development of the upper st. Clair area and events, as well as the individuals and families involved that history. The beneficiaries of its efforts are both school children and the general public.

Operates a working pa farm to provide historical, cultural or related resources to the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,965,575$2,009,716▲ $44,141
Land, Buildings, and Equipment, Net$1,359,962$1,470,683▲ $110,721
Cash and Non-Interest-Bearing Accounts$45,294$50,348▲ $5,054
Total Assets$3,370,831$3,530,747▲ $159,916
Liabilities
Accounts Payable and Accrued Expenses$1,042$1,890▲ $848
Total Liabilities$1,042$1,890▲ $848
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,726,042$1,825,508▲ $99,466
Net Assets With Donor Restrictions$1,643,747$1,703,349▲ $59,602
Total Net Assets Fund Balance$3,369,789$3,528,857▲ $159,068
Total Liabilities and Net Assets / Fund Balance$3,370,831$3,530,747▲ $159,916

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$344,216$289,081$633,297
Leasehold Improvements$478,224$17,866$496,090
Land$450,000-$450,000
Other Land Buildings$198,243-$198,243
Equipment$0$77,093$77,093
Other Securities$306,366--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rachel H CarlsonPresident
Bruce FifeDirector
Dr Timothy WagnerDirector
Haley RobertsDirector
Roger W HeinsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$251,722
Program Service Revenue
$0
Investment Income
$49,930
Other Revenue
$181
All Other Contributions
$171,640
Change in Net Assets
$109,039
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$192,794
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$26,161--$26,161
Insurance$22,776--$22,776
Fees for Services Accounting-$12,672-$12,672
Occupancy$12,545--$12,545
Office Expenses-$5,391-$5,391
Other Expenses$3,732--$3,732
Fees for Services Legal-$1,331-$1,331
Total Functional Expenses$173,400$19,394$0$192,794
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$39,006
Fundraising Gross Income$39,006
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Barnyard Beer Benefit$108,263$29,169$29,169$0
Garden Fete$10,825$9,837$9,837$0
Total Events$119,088$39,006$39,006$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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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 2

Rachel h. Carlson president roger w. Heins treasurer

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

Elections of members and their rights amended and restated bylaws were adopted august 10, 2008.

Form 990, Part VI, Section A, Line 8A

Documentation by governing body minutes and books are maintained.

Form 990, Part VI, Section A, Line 8B

Documentation by committee minutes and minute book are maintained.

Form 990, Part VI, Section B, Line 11B

Financial statement review.

Form 990, Part VI, Section B, Line 12C

See conflict of interest and disclosure questionnaire.

Form 990, Part VI, Section C, Line 19

Historical records contributed to or otherwise acquired by the society for public access, research & use are stored at the gilfillan farm (1950 washington road, upper st. Clair, pa 15241) & are available upon request.

Filing and Contact Details

Filer

Filer Name
Historical Society of Upper St Clair
EIN
25-1832381
Phone
4128352050
Address
PO BOX 12681, UPPER ST CLAIR, PA 15241

Signing Officer

Name
Roger W Heins
Title
Treasurer
Phone
4128352050
Signed
2025-12-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rachel H Carlson
Formed
1999
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
50

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
20 STANWIX STREET, PITTSBURGH, PA 15222
Preparer
Jeffrey J Spengler
Phone
4126976400
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in value of beneficial interest in trust 59,602.

Form 990, Part III, Line 4A

The society operates a model working farm & late 1900 farmhouse for purposes of historical, educational & cultural tours. Limited crops grown on the property are donated to local food banks. The society is also engaged in providing publications & a repository of historical photographs (1800's & early 1900's) of area & former residents, documents, antiques (tools, equipment, houseware, memorabilia) for display & historical research. The farm is surrounded by a local walking/jogging trail that is used by hundreds of people each day & the workings of the farm are on display from both the trail & local roads. During 2022, the society worked to transition to horses on the farm in conjunction with horses with hope. It also provides genealogical data for families trying to trace their family backgrounds. The preservation of the buildings & maintenance of the natural surroundings of this "designated national historic place" is an asset to the community & its natural heritage.

Form 990, Page 1, Section B

This amendment is to correct for the following items: 1. Schedule a, part ii, line 5 - removed pennsylvania historical and museum commission as they are a governmental agency and should not be presented in this calculation. 2. Schedule g, part ii, column b - added garden fete to properly present income (previously reported on form 990, part viii, line 1f) and related expenses (previously reported on schedule g, part ii, line 9, column a) as a second fundraising event. 3. Form 990, page 10, part ix, line 24b - added additional farm expenses (previously reported on schedule g, part ii, line 9, column a). 4. Schedule g, part ii, line 2, column a - updated the amount of contribution from fundraising events. 5. Schedule a, part ii, column d - updated for 2023 amended form 990 6. Schedule a, part ii, line 15 - updated for 2023 amended form 990 7. Form 990, part i - updated for 2023 amended form 990

Financial Statement Notes

PART X, LINE 2:

Hsusc accounts for uncertainty in income taxes using a recognition threshold of more-likely-than not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold is met. Management determined there were no uncertainties that met the recognition threshold in the current tax year. Hsusc holds historic farm buildings, related antique furnishings, and certain antique farm equipment. These assets are valued based on appraised values at the date they were donated to hsusc. No depreciation is taken on these assets, in accordance with accounting principles generally accepted in the united states of america, because hsusc intends to preserve these assets in perpetuity.

Raw XML AppendixShowing 400 of 436 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
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IRS990/MissionDesc0THE HISTORICAL SOCIETY OF UPPER ST. CLAIR (HSUSC) EXISTS TO OPERATE, RESTORE AND PRESERVE THE GILFILLAN FARM, A MID-LATE 1800S WORKING FARM DESIGNATED AS A NATIONAL HISTORICAL PLACE BY THE UNITED STATES DEPARTMENT OF THE INTERIOR, FOR GENERAL PUBLIC EDUCATIONAL, HISTORICAL AND CULTURAL PURPOSES AND COLLECT, CATALOGUE, PRESERVE, SCAN AND MAKE AVAILABLE TO THE GENERAL PUBLIC HISTORICAL PHOTOGRAPHS AND DOCUMENTS RELATED TO THE HISTORICAL DEVELOPMENT OF THE UPPER ST. CLAIR AREA AND EVENTS, AS WELL AS THE INDIVIDUALS AND FAMILIES INVOLVED THAT HISTORY. THE BENEFICIARIES OF ITS EFFORTS ARE BOTH SCHOOL CHILDREN AND THE GENERAL PUBLIC. ADDITIONALLY HSUSC OPERATES APPLICATIONS THAT ARE EXAMPLES OF A WORKING FARM FOR EDUCATIONAL PURPOSES.
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt140
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt140
IRS990/OtherRevenueTotalAmt0181
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RACHEL H CARLSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0DURING THE CURRENT TAX YEAR, THERE WAS GARDEN FETE TO RAISE CAPITAL FUNDS FOR RESTORATION PROJECTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt09837
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0COLLECT, CATALOG, PERSERVE, SCAN & MAKE AVAILABLE TO THE PUBLIC, HISTORICAL PHOTOGRAPHS AND DOCUMENTS RELATED TO THE GILFILLAN FAMILY AND OTHER FAMILIES INVOLVED IN THE HISTORICAL DEVELOPMENT.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt04278
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OPERATION AND MAINTENANCE
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt061891
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0181
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherRevenueAmt032
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IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0168023
IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0109039
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0240672
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0171771
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0212273
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0159559
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01035997
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt016850
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07686
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0778
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt096118
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01484
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt09
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt067246
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.43810
IRS990ScheduleA/PublicSupportPY170Pct00.40670
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0251722
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0212273
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0159559
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01035997
IRS990ScheduleA/TotalSupportAmt01199361
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0344216
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0289081
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0633297
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt077093
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt077093
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/HeldWorksArtGrp/AssetsIncludedAmt0626243
IRS990ScheduleD/LandGrp/BookValueAmt0450000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0450000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0478224
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt017866
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0496090
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0198243
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0198243
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01703350
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1306366
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BENEFICIAL INTEREST IN TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc1MARKETABLE SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0HSUSC ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN THE CURRENT TAX YEAR. HSUSC HOLDS HISTORIC FARM BUILDINGS, RELATED ANTIQUE FURNISHINGS, AND CERTAIN ANTIQUE FARM EQUIPMENT. THESE ASSETS ARE VALUED BASED ON APPRAISED VALUES AT THE DATE THEY WERE DONATED TO HSUSC. NO DEPRECIATION IS TAKEN ON THESE ASSETS, IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, BECAUSE HSUSC INTENDS TO PRESERVE THESE ASSETS IN PERPETUITY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01470683
IRS990ScheduleD/TotalBookValueSecuritiesAmt02009716
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt080082
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt079094
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt0988
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt039006
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BARNYARD BEER BENEFIT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GARDEN FETE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0108263
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010825
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0119088
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029169
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09837
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039006
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt039006
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt029169
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09837
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RACHEL H. CARLSON PRESIDENT ROGER W. HEINS TREASURER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ELECTIONS OF MEMBERS AND THEIR RIGHTS AMENDED AND RESTATED BYLAWS WERE ADOPTED AUGUST 10, 2008.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTATION BY GOVERNING BODY MINUTES AND BOOKS ARE MAINTAINED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTATION BY COMMITTEE MINUTES AND MINUTE BOOK ARE MAINTAINED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FINANCIAL STATEMENT REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SEE CONFLICT OF INTEREST AND DISCLOSURE QUESTIONNAIRE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6HISTORICAL RECORDS CONTRIBUTED TO OR OTHERWISE ACQUIRED BY THE SOCIETY FOR PUBLIC ACCESS, RESEARCH & USE ARE STORED AT THE GILFILLAN FARM (1950 WASHINGTON ROAD, UPPER ST. CLAIR, PA 15241) & ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 59,602.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE SOCIETY OPERATES A MODEL WORKING FARM & LATE 1900 FARMHOUSE FOR PURPOSES OF HISTORICAL, EDUCATIONAL & CULTURAL TOURS. LIMITED CROPS GROWN ON THE PROPERTY ARE DONATED TO LOCAL FOOD BANKS. THE SOCIETY IS ALSO ENGAGED IN PROVIDING PUBLICATIONS & A REPOSITORY OF HISTORICAL PHOTOGRAPHS (1800'S & EARLY 1900'S) OF AREA & FORMER RESIDENTS, DOCUMENTS, ANTIQUES (TOOLS, EQUIPMENT, HOUSEWARE, MEMORABILIA) FOR DISPLAY & HISTORICAL RESEARCH. THE FARM IS SURROUNDED BY A LOCAL WALKING/JOGGING TRAIL THAT IS USED BY HUNDREDS OF PEOPLE EACH DAY & THE WORKINGS OF THE FARM ARE ON DISPLAY FROM BOTH THE TRAIL & LOCAL ROADS. DURING 2022, THE SOCIETY WORKED TO TRANSITION TO HORSES ON THE FARM IN CONJUNCTION WITH HORSES WITH HOPE. IT ALSO PROVIDES GENEALOGICAL DATA FOR FAMILIES TRYING TO TRACE THEIR FAMILY BACKGROUNDS. THE PRESERVATION OF THE BUILDINGS & MAINTENANCE OF THE NATURAL SURROUNDINGS OF THIS "DESIGNATED NATIONAL HISTORIC PLACE" IS AN ASSET TO THE COMMUNITY & ITS NATURAL HERITAGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9THIS AMENDMENT IS TO CORRECT FOR THE FOLLOWING ITEMS: 1. SCHEDULE A, PART II, LINE 5 - REMOVED PENNSYLVANIA HISTORICAL AND MUSEUM COMMISSION AS THEY ARE A GOVERNMENTAL AGENCY AND SHOULD NOT BE PRESENTED IN THIS CALCULATION. 2. SCHEDULE G, PART II, COLUMN B - ADDED GARDEN FETE TO PROPERLY PRESENT INCOME (PREVIOUSLY REPORTED ON FORM 990, PART VIII, LINE 1F) AND RELATED EXPENSES (PREVIOUSLY REPORTED ON SCHEDULE G, PART II, LINE 9, COLUMN A) AS A SECOND FUNDRAISING EVENT. 3. FORM 990, PAGE 10, PART IX, LINE 24B - ADDED ADDITIONAL FARM EXPENSES (PREVIOUSLY REPORTED ON SCHEDULE G, PART II, LINE 9, COLUMN A). 4. SCHEDULE G, PART II, LINE 2, COLUMN A - UPDATED THE AMOUNT OF CONTRIBUTION FROM FUNDRAISING EVENTS. 5. SCHEDULE A, PART II, COLUMN D - UPDATED FOR 2023 AMENDED FORM 990 6. SCHEDULE A, PART II, LINE 15 - UPDATED FOR 2023 AMENDED FORM 990 7. FORM 990, PART I - UPDATED FOR 2023 AMENDED FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PAGE 1, SECTION B
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
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IRS990/SubjectToProxyTaxInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalContributionsAmt0251722
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019394
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IRS990/UponRequestInd0X
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