Liabilities / Assets
90th percentile
Higher debt load relative to assets than 90% of similar nonprofits.
Lomas & Saum Foundation
990EZ • Fiscal year 2023 • EIN 85-3879534
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.47x
Liabilities / Revenue
97th percentile
Higher debt load relative to revenue than 97% of similar nonprofits.
Net Margin
28th percentile
Higher net margin than 28% 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
42nd percentile
Faster asset growth than 42% of similar nonprofits.
Revenue Growth
69th percentile
Faster revenue growth than 69% of similar nonprofits.
Balance Sheet
Assets
Down$460,352
Down $12,294 (-2.6%) from 2022
Net Assets
Down$245,932
Down $11,759 (-4.6%) from 2022
Liabilities
Down$214,420
Down $535 (-0.2%) from 2022
Revenue And Expenses
Revenue
Up$122,937
Up $24,229 (+25%) from 2022
Expenses
Up$134,696
Up $26,143 (+24%) from 2022
Net Income
Down-$11,759
Down $1,914 (-19%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2023 to Dec 31, 2023
- Signed
- Nov 11, 2024
- Return Version
- 2023v5.0
- Gross Receipts
- $122,937
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. | - | $94,342 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| SUSAN SAUM WICKLEIN | President | PT | $0 | - | - |
| GEORGE MARGUGLIO | Treasurer | - | $0 | - | - |
| PATRICK FALCI | Board Member | - | $0 | - | - |
| ROBERDEAU WHEAT | Board Member | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Lomas & Saum Foundation
- EIN
- 85-3879534
- Phone
- 7173608805
- Address
- 47 STEINWEHR AVE - SECOND FLOOR, GETTYSBURG, PA 17325
Signing Officer
- Name
- Susan Saum Wicklein
- Title
- President
- Phone
- 7173609406
- Signed
- 2024-11-11
- 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 9,121 travel 1,790 interest 14,107 insurance 1,538 contract labor 48,950 museum supplies 1,396 security expense 4,385 bank fees 400 dues & subscriptions 195 mailing service 87 telephone 3,007 wages 20,016 office 212 payroll taxes 2,118 insurance 3,484 equipment rental 1,075 non-investment depreciation 12,698 total 124,579”
Form 990-ez, Part II, Line 24
“438,314 439,460 less accumulated depreciation 13,000 25,698 total 425,314 413,762”
Form 990-ez, Part II, Line 26
“Mortgage payable 214,955 214,420”
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 Appendix148 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 | 832 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 90 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 99865 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -11759 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 3120 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 472646 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 460352 |
| IRS990EZ/GrossReceiptsAmt | 0 | 122937 |
| 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 | 257691 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 245932 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 257691 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 245932 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 6997 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | SUSAN SAUM WICKLEIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | GEORGE MARGUGLIO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | PATRICK FALCI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ROBERDEAU WHEAT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | BOARD MEMBER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 425314 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 413762 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 124579 |
| 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 | 23072 |
| 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 | 94342 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | PA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 214955 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 214420 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 134696 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 94342 |
| IRS990EZ/TotalRevenueAmt | 0 | 122937 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.LOMASCENTER.ORG |
| IRS990ScheduleA/First5Years509Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 99865 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 85578 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 290960 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 24000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 500403 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 23072 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 13130 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 65400 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 101602 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 602005 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 122937 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 98708 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 356360 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 24000 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 602005 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 122937 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 98708 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 356360 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 24000 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 602005 |
| 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 9,121 TRAVEL 1,790 INTEREST 14,107 INSURANCE 1,538 CONTRACT LABOR 48,950 MUSEUM SUPPLIES 1,396 SECURITY EXPENSE 4,385 BANK FEES 400 DUES & SUBSCRIPTIONS 195 MAILING SERVICE 87 TELEPHONE 3,007 WAGES 20,016 OFFICE 212 PAYROLL TAXES 2,118 INSURANCE 3,484 EQUIPMENT RENTAL 1,075 NON-INVESTMENT DEPRECIATION 12,698 TOTAL 124,579 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 438,314 439,460 LESS ACCUMULATED DEPRECIATION 13,000 25,698 TOTAL 425,314 413,762 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | MORTGAGE PAYABLE 214,955 214,420 |
| 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 | 2024-10-15 13:58:12Z |
| 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 | 2024-11-11 |
| 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 - SECOND FLOOR |
| 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 | 2024-11-11 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | RICHARD A FINKENBINER JR CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2024-11-12T16:33:21-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-12-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $460,352
- Liabilities
- $214,420
- Net assets
- $245,932
- Revenue
- $122,937
- Expenses
- $134,696
- Net income
- -$11,759