Lancasterhistory Org FY2020 filing

Tax-deductible

Lancaster, PA501(c)(3)Since 1901Arts & CultureEIN 23-1365154Revenue $2.6M in FY2020

On file with the IRSlancasterhistory.org230 N President Ave, 17603-3125 · Lancaster, PATax-exempt since Jul 1924Publicly supported charity — 170(b)(1)(A)(vi)

This page gets seen. Tell your story. Claim this org.

To educate the public about the heritage and history of the people, places, and events that shaped our region, the commonwealth of pennsylvania, and the united states of america.

501(c)(3) charity; gifts are tax-deductible.
70¢ of each $1 spent went to programs.
$298K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $1.2M a year · 32% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
70%
of spending
Fine: 70% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$298K
to officers and key staff · 12% of spending
Looks good: pay to officers and key staff is 12% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.2 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
12
named funders · $1.0M
Looks good: 12 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$1.7M
8% of total assets
Looks good: liabilities are 8% of assets; 50% or less.
Pt X · Ln 26
Independent board members
21
of 21 voting members
Looks good: 21 of 21 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.6M
Spent
$2.6M
To programs
70%
Net assets
$19.2M
By yearFY2020–FY2024
Revenue
$2.6M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$2.6M
FY2021$1.9M
FY2022$3.2M
FY2023$5.1M
FY2024$6.7M
Expenses
$2.6M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$2.6M
FY2021$2.3M
FY2022$2.9M
FY2023$2.6M
FY2024$3.0M
Net assets
$19.2M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$19.2M
FY2021$19.7M
FY2022$16.8M
FY2023$19.9M
FY2024$23.7M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1924.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

70 cents of each dollar spent went to programs.

Program services 70% · $1.8M Management & general 24% · $602K Fundraising 7% · $177K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

28 people listed on the 990; $298K paid to officers and key staff.

Part VII, Section A · reportable compensation
President and CEO
$185,080Pt VII · Sec A
Vice President
$113,000Pt VII · Sec A
Vice Chair-Beg. 5/2020
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer & Asst. Secretary
$0Pt VII · Sec A
Sec. Beg. 5/2020; Chair Ended 5/2020
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee Beg. 5/2020
$0Pt VII · Sec A

Thomas Ryan PHD’s $222K as President and CEO is at the 89th percentile of top reported officer pay among 3924 $1–10M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Thomas Ryan PHD$221,570$231,843$205,080$200,335$185,080
Robin Sarratt$127,365$123,592$123,211$110,370$113,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Lancasterhistory Org executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Educates the public about the heritage and history that shaped Pennsylvania and the USA.

Questions for Lancasterhistory Org

Tap to ask. Lancasterhistory Org sees how many people are interested.

Your first name shows with your question. Lancasterhistory Org answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $1.8M · in their own filed words · FY2020
01

The organization temporarily closed to the public due to the COVID-19 pandemic and has since reopened. Prior to temporarily closing, the organization normally carried on various programs and events that support their mission to educate the public about the heritage and history of the people, places, and events that shaped our region, the…

$1.8Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 12 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$2.6M
Ln 12
Investment incomeLn 3$1.3M
Gifts and grantsLn 1h$1.3M
Other incomeLn 4–11$43K
Money outPt IX
$2.6M
Ln 25
Programscol B$1.8M
Managementcol C$602K
Fundraisingcol D$177K
Owns and owesPt X
$19.2M
net assets · Ln 32
Cash and savingsLn 1–2$34K
Total assetsLn 16$20.8M
LiabilitiesLn 26$1.7M
PeoplePt VI, VII
28
listed · VII A
PaidVII A2
Voting boardVI 1a21
IndependentVI 1b21
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.3M
Government grantsLn 1e$430K
Noncash giftsLn 1g$19K
Fundraising eventsLn 1c$61K
Fees for servicesLn 2g$25K
Investment incomeLn 3$1.3M
Other incomeLn 4–11$43K
Gains on assetsLn 7$1.1M
Total revenueLn 12$2.6M
Assets in detailPt X, end of year
CashLn 1$10K
SavingsLn 2$24K
Cash and savings togetherLn 1–2$34K
InvestmentsLn 11–13$9.3M
Land, buildings, equipmentLn 10c$10.3M
Other assetsLn 15$1.2M
Total assetsLn 16$20.8M
LiabilitiesLn 26$1.7M
Net assetsLn 32$19.2M
OperationsPt I, VI
EmployeesI 521
VolunteersI 6375
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$83K$34K
InvestmentsLn 11–13$9.2M$9.3M
Land, buildings, equipmentLn 10c$10.6M$10.3M
Total assetsLn 16$21.1M$20.8M
LiabilitiesLn 26$1.8M$1.7M
Net assetsLn 32$19.3M$19.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$314K$25K$139K$150K
Other salaries and wagesLn 7$677K$610K$67K
Pension plan contributionsLn 8$17K$3K$14K
Other employee benefitsLn 9$75K$13K$62K
Payroll taxesLn 10$71K$46K$14K$11K
Legal feesLn 11b$4K$4K
Accounting feesLn 11c$14K$14K
Investment management feesLn 11f$56K$56K
Other fees for servicesLn 11g$32K$32K
Advertising and promotionLn 12$23K$23K
Office expensesLn 13$32K$17K$9K$6K
Information technologyLn 14$70K$52K$13K$6K
OccupancyLn 16$172K$162K$10K
TravelLn 17$921$691$115$115
InterestLn 20$54K$54K
Depreciation, depletion and amortizationLn 22$331K$331K
InsuranceLn 23$35K$21K$13K$710
Other expenses (24a–d)Ln 24$556K$460K$95K$2K
All other expensesLn 24e$25K$18K$5K$2K
Total functional expensesLn 25$2.6M$1.8M$602K$177K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $6.7M$3.0M$3.7M$23.7M 990 PDF
FY2023 $5.1M$2.6M$2.5M$19.9M 990 PDF
FY2022 $3.2M$2.9M$259K$16.8M 990 PDF
FY2021 $1.9M$2.3M−$331K$19.7M 990 PDF
FY2020 Viewing $2.6M$2.6M$70K$19.2M 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $2,630,517 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,659,984$1,278,095
I-9 Program service revenuePrior year $186,356$24,606
I-10 Investment incomePrior year $456,446$1,284,759
I-11 Other revenuePrior year $22,707$43,057
I-12 Total revenuePrior year $2,325,493$2,630,517
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,138,776$1,153,884
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,545,915$1,406,554
I-18 Total expensesPrior year $2,684,691$2,560,438
I-19 Revenue less expensesPrior year −$359,198$70,079
Part VI · Governance 21 of 21 board members independent, 2 to look at
VI-1a Voting members of the governing body21
VI-1b Independent voting members21
VI-2 Family or business relationship among officers or directorsYes
VI-14 Document retention and destruction policyNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,630,517 across 12 lines filed
Lines not itemized here account for $3,566 of total revenue; see the IRS return.
VIII-1c Fundraising events$60,950
VIII-1e Government grants$429,856
VIII-1f All other contributions, gifts and grants$787,289
VIII-1g Noncash contributions (included above)$19,211
VIII-1h Total contributions, gifts and grants$1,278,095
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $24,606$24,606
VIII-3 Investment incomeExcluded from tax $221,093$221,093
VIII-6 Net rental income or lossExcluded from tax $11,844$11,844
VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,063,666$1,063,666
VIII-8 Net income from fundraising eventsExcluded from tax −$14,637−$14,637
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $42,284$42,284
VIII-12 Total revenueRelated to mission $70,456 · Unrelated business $0 · Excluded from tax $1,281,966$2,630,517
Part IX · Statement of functional expenses $2,560,438 across 19 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $25,242 · Management $138,743 · Fundraising $150,148$314,133
IX-7 Other salaries and wagesPrograms $609,620 · Management $67,343$676,963
IX-8 Pension plan contributionsPrograms $3,385 · Management $14,017$17,402
IX-9 Other employee benefitsPrograms $12,574 · Management $62,131$74,705
IX-10 Payroll taxesPrograms $45,943 · Management $14,136 · Fundraising $10,602$70,681
IX-11b Legal feesManagement $3,632$3,632
IX-11c Accounting feesManagement $14,500$14,500
IX-11f Investment management feesManagement $56,349$56,349
IX-11g Other fees for servicesManagement $32,025$32,025
IX-12 Advertising and promotionPrograms $22,784$22,784
IX-13 Office expensesPrograms $16,692 · Management $8,612 · Fundraising $6,307$31,611
IX-14 Information technologyPrograms $51,570 · Management $13,101 · Fundraising $5,509$70,180
IX-16 OccupancyPrograms $162,394 · Management $10,056$172,450
IX-17 TravelPrograms $691 · Management $115 · Fundraising $115$921
IX-20 InterestManagement $54,475$54,475
IX-22 Depreciation, depletion and amortizationPrograms $330,871$330,871
IX-23 InsurancePrograms $21,285 · Management $13,481 · Fundraising $710$35,476
IX-24 Other expenses (24a–d)Programs $460,363 · Management $94,532 · Fundraising $1,552$556,447
IX-24e All other expensesPrograms $17,581 · Management $5,030 · Fundraising $2,222$24,833
IX-25 Total functional expensesPrograms $1,780,995 · Management $602,278 · Fundraising $177,165$2,560,438
Part X · Balance sheet $20,837,045 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $15,329$10,460
X-2 Savings and temporary cash investmentsStart of year $67,890$23,872
X-10c Land, buildings and equipment, netStart of year $10,647,715$10,316,844
X-11 Publicly traded securitiesStart of year $9,182,616$9,277,049
X-15 Other assetsStart of year $1,147,138$1,208,820
X-16 Total assetsStart of year $21,060,688$20,837,045
X-17 Accounts payable and accrued expensesStart of year $19,597$5,247
X-26 Total liabilitiesStart of year $1,804,202$1,683,380
X-27 Net assets without donor restrictionsStart of year $13,687,786$13,200,427
X-28 Net assets with donor restrictionsStart of year $5,568,700$5,953,238
X-32 Total net assets or fund balancesStart of year $19,256,486$19,153,665
X-33 Total liabilities and net assetsStart of year $21,060,688$20,837,045
Part XI · Reconciliation of net assets $19,153,665 net assets at year end
XI-1 Total revenue$2,630,517
XI-2 Total expenses$2,560,438
XI-3 Revenue less expenses$70,079
XI-4 Net assets at start of year$19,256,486
XI-5 Net unrealized gains (losses) on investments−$218,779
XI-9 Other changes in net assets$45,879
XI-10 Net assets at end of year$19,153,665

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.