Liabilities / Assets
89th percentile
Higher debt load relative to assets than 89% of similar nonprofits.
Lomas & Saum Foundation
990EZ • Fiscal year 2022 • EIN 85-3879534
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.45x
Liabilities / Revenue
97th percentile
Higher debt load relative to revenue than 97% of similar nonprofits.
Net Margin
26th percentile
Higher net margin than 26% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
40th percentile
Faster asset growth than 40% of similar nonprofits.
Revenue Growth
6th percentile
Faster revenue growth than 6% of similar nonprofits.
Balance Sheet
Assets
Down$472,646
Down $17,373 (-3.5%) from 2021
Net Assets
Down$257,691
Down $9,845 (-3.7%) from 2021
Liabilities
Down$214,955
Down $7,528 (-3.4%) from 2021
Revenue And Expenses
Revenue
Down$98,708
Down $257,652 (-72%) from 2021
Expenses
Up$108,553
Up $10,550 (+11%) from 2021
Net Income
Down-$9,845
Down $268,202 (-104%) from 2021
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2022 to Dec 31, 2022
- Signed
- Nov 14, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $98,708
Mission and Program Overview
Mission
The lomas & saum foundation is a non-profit foundation that preserves, conserves, and provides the public access to see historical antique musket & artillery shell collections. It provides a space that encourages learning and exploration of united states history for visitors of all ages through interactive and hands on small group learning experiences through the scope of the battle of gettysburg, the american civil war, and the role of gettysburg in other moments in history.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| OPERATES THE LOMAS LOMAS CENTER, WHICH PROVIDES LEARNING OPPORTUNITIES TO STUDENTS AND LIFELONG LEARNERS IN THE COMMUNITY TO EXPLORE AND DEVELOP PERSONAL MEANING FROM HISTORY. | - | $90,928 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| SUSAN SAUM WICKLEIN | President | PT | $0 | - | - |
| GEORGE MARGUGLIO | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Lomas & Saum Foundation
- EIN
- 85-3879534
- Phone
- 7173608805
- Address
- 47 STEINWEHR AVE, GETTYSBURG, PA 17325
Signing Officer
- Name
- Susan Saum Wicklein
- Title
- President
- Phone
- 7173609406
- Signed
- 2023-11-14
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Raffensperger Martin & Finkenbiner LLC
- Address
- 34 W MIDDLE ST STE 1, GETTYSBURG, PA 17325
- Preparer
- Richard a Finkenbiner Jr CPA
- Phone
- 7173371414
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses advertising & promotion 10,398 office expense 194 travel 2,871 interest 12,998 insurance 5,279 contract labor 31,084 museum supplies 2,680 security expense 4,957 museum repairs 5,169 real estate taxes 13,213 bank fees 150 bco fee 190 dues & subscriptions 165 event expense 580 non-investment depreciation 11,975 total 101,903”
Form 990-ez, Part II, Line 24
“438,314 438,314 less accumulated depreciation 1,025 13,000 total 437,289 425,314”
Form 990-ez, Part II, Line 26
“Mortgage payable 222,483 214,955”
Form 990-ez, Part III
“The lomas & saum foundation is a non-profit foundation that preserves, conserves, and provides the public access to see historical antique musket & artillery shell collections. It provides a space that encourages learning and exploration of united states history for visitors of all ages through interactive and hands on small group learning experiences through the scope of the battle of gettysburg, the american civil war, and the role of gettysburg in other moments in history.”
Raw XML Appendix142 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | SUSAN SAUM WICKLEIN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7173608805 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 248 SOUTH HOWARD AVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | GETTYSBURG |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 17325 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 6230 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 832 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 85578 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -9845 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 3819 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 490019 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 472646 |
| IRS990EZ/GrossReceiptsAmt | 0 | 98708 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 46500 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 46500 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 267536 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 257691 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 267536 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 257691 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 2831 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | SUSAN SAUM WICKLEIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | GEORGE MARGUGLIO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 437289 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 425314 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 101903 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE LOMAS & SAUM FOUNDATION IS A NON-PROFIT FOUNDATION THAT PRESERVES, CONSERVES, AND PROVIDES THE PUBLIC ACCESS TO SEE HISTORICAL ANTIQUE MUSKET & ARTILLERY SHELL COLLECTIONS. IT PROVIDES A SPACE THAT ENCOURAGES LEARNING AND EXPLORATION OF UNITED STATES HISTORY FOR VISITORS OF ALL AGES THROUGH INTERACTIVE AND HANDS ON SMALL GROUP LEARNING EXPERIENCES THROUGH THE SCOPE OF THE BATTLE OF GETTYSBURG, THE AMERICAN CIVIL WAR, AND THE ROLE OF GETTYSBURG IN OTHER MOMENTS IN HISTORY. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 13130 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | OPERATES THE LOMAS LOMAS CENTER, WHICH PROVIDES LEARNING OPPORTUNITIES TO STUDENTS AND LIFELONG LEARNERS IN THE COMMUNITY TO EXPLORE AND DEVELOP PERSONAL MEANING FROM HISTORY. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 90928 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | PA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 222483 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 214955 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 108553 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 90928 |
| IRS990EZ/TotalRevenueAmt | 0 | 98708 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.LOMASCENTER.ORG |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 85578 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 290960 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 24000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 400538 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 13130 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 65400 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 78530 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 479068 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 98708 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 356360 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 24000 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 479068 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 98708 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 356360 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 24000 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 479068 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES ADVERTISING & PROMOTION 10,398 OFFICE EXPENSE 194 TRAVEL 2,871 INTEREST 12,998 INSURANCE 5,279 CONTRACT LABOR 31,084 MUSEUM SUPPLIES 2,680 SECURITY EXPENSE 4,957 MUSEUM REPAIRS 5,169 REAL ESTATE TAXES 13,213 BANK FEES 150 BCO FEE 190 DUES & SUBSCRIPTIONS 165 EVENT EXPENSE 580 NON-INVESTMENT DEPRECIATION 11,975 TOTAL 101,903 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 438,314 438,314 LESS ACCUMULATED DEPRECIATION 1,025 13,000 TOTAL 437,289 425,314 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | MORTGAGE PAYABLE 222,483 214,955 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE LOMAS & SAUM FOUNDATION IS A NON-PROFIT FOUNDATION THAT PRESERVES, CONSERVES, AND PROVIDES THE PUBLIC ACCESS TO SEE HISTORICAL ANTIQUE MUSKET & ARTILLERY SHELL COLLECTIONS. IT PROVIDES A SPACE THAT ENCOURAGES LEARNING AND EXPLORATION OF UNITED STATES HISTORY FOR VISITORS OF ALL AGES THROUGH INTERACTIVE AND HANDS ON SMALL GROUP LEARNING EXPERIENCES THROUGH THE SCOPE OF THE BATTLE OF GETTYSBURG, THE AMERICAN CIVIL WAR, AND THE ROLE OF GETTYSBURG IN OTHER MOMENTS IN HISTORY. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SUSAN SAUM WICKLEIN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7173609406 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-11-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | LOMAS & SAUM FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LOMA |
| ReturnHeader/Filer/EIN | 0 | 853879534 |
| ReturnHeader/Filer/PhoneNum | 0 | 7173608805 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 47 STEINWEHR AVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | GETTYSBURG |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 17325 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 453819215 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | RAFFENSPERGER MARTIN & FINKENBINER LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 34 W MIDDLE ST STE 1 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | GETTYSBURG |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 17325 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7173371414 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-11-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | RICHARD A FINKENBINER JR CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2023-11-14T19:24:28-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | SUSAN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | SAUM WICKLEIN |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $472,646
- Liabilities
- $214,955
- Net assets
- $257,691
- Revenue
- $98,708
- Expenses
- $108,553
- Net income
- -$9,845
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