Liabilities / Assets
90th percentile
Higher debt load relative to assets than 90% of similar nonprofits.
Lomas & Saum Foundation
990EZ • Fiscal year 2024 • EIN 85-3879534
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.58x
Liabilities / Revenue
98th percentile
Higher debt load relative to revenue than 98% of similar nonprofits.
Net Margin
7th percentile
Higher net margin than 7% of similar nonprofits.
Top Officer Pay
79th percentile
Higher top officer pay than 79% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
43rd percentile
Faster asset growth than 43% of similar nonprofits.
Revenue Growth
13th percentile
Faster revenue growth than 13% of similar nonprofits.
Balance Sheet
Assets
Down$450,381
Down $9,971 (-2.2%) from 2023
Net Assets
Down$191,324
Down $54,608 (-22%) from 2023
Liabilities
Up$259,057
Up $44,637 (+21%) from 2023
Revenue And Expenses
Revenue
Down$69,224
Down $53,713 (-44%) from 2023
Expenses
Down$123,832
Down $10,864 (-8.1%) from 2023
Net Income
Down-$54,608
Down $42,849 (-364%) from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Nov 11, 2025
- Return Version
- 2024v5.0
- Gross Receipts
- $69,224
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. | - | $98,052 |
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
- 2025-11-11
- 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 13,385 travel 779 interest 15,510 insurance 3,591 contract labor 46,706 museum supplies 733 security expense 4,301 bank fees 15 dues & subscriptions 100 mailing service 90 telephone 2,688 wages 6,285 office 565 payroll taxes 721 equipment rental 536 non-investment depreciation 11,642 total 107,647”
Form 990-ez, Part II, Line 24
“439,460 439,460 less accumulated depreciation 25,698 37,340 total 413,762 402,120”
Form 990-ez, Part II, Line 26
“Mortgage payable 214,420 199,907 loan payable - board member 0 59,150”
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 Appendix155 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 | 90 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 1761 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 58006 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -54608 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 4378 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 460352 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 450381 |
| IRS990EZ/GrossReceiptsAmt | 0 | 69224 |
| 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 | 245932 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 191324 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 245932 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 191324 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 11807 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| 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 | 413762 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 402120 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 107647 |
| 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 | 11218 |
| 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 | 98052 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | PA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 214420 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 259057 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 123832 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 98052 |
| IRS990EZ/TotalRevenueAmt | 0 | 69224 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.LOMASCENTER.ORG |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 58006 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 99865 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 85578 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 290960 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 24000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 558409 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 11218 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 23072 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 13130 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 65400 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 112820 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 671229 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 69224 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 122937 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 98708 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 356360 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 24000 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 671229 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 69224 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 122937 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 98708 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 356360 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 24000 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 671229 |
| 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 13,385 TRAVEL 779 INTEREST 15,510 INSURANCE 3,591 CONTRACT LABOR 46,706 MUSEUM SUPPLIES 733 SECURITY EXPENSE 4,301 BANK FEES 15 DUES & SUBSCRIPTIONS 100 MAILING SERVICE 90 TELEPHONE 2,688 WAGES 6,285 OFFICE 565 PAYROLL TAXES 721 EQUIPMENT RENTAL 536 NON-INVESTMENT DEPRECIATION 11,642 TOTAL 107,647 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 439,460 439,460 LESS ACCUMULATED DEPRECIATION 25,698 37,340 TOTAL 413,762 402,120 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | MORTGAGE PAYABLE 214,420 199,907 LOAN PAYABLE - BOARD MEMBER 0 59,150 |
| 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 | 2025-03-06 01:10:19Z |
| 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 | 2025-11-11 |
| 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 | 2025-11-11 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | RICHARD A FINKENBINER JR CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2025-11-12T16:58:05-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $450,381
- Liabilities
- $259,057
- Net assets
- $191,324
- Revenue
- $69,224
- Expenses
- $123,832
- Net income
- -$54,608