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Union County Historical Society

Tax-deductible

Lewisburg, PA501(c)(3) EIN 23-2136493Revenue $153K in FY2024Latest return filed Nov 11, 2025

On file with the IRSunioncopahistory.comLewisburg, PATax-exempt since Jun 1978Publicly supported — 509(a)(2)

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Education & preservation of history

501(c)(3) charity; gifts are tax-deductible.
96¢ of each $1 spent went to programs.
Run by 25 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · 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
5 of 5
filings with a surplus
Average surplus $27K a year · 24% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
96%
of spending
Looks good: 96% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
10 mo
of spending, in cash
Plus $164K in investments, Pt X · Ln 11–13
Looks good: 9.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$192K
26% of total assets
Looks good: liabilities are 26% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$153K
+4% vs prior year
Spent
$123K
To programs
96%
Net assets
$552K
By yearFY2020–FY2024
Revenue
$153K
FY2024▲ +4%
Tap a bar for its year
Revenue by fiscal year
FY2020$75K
FY2021$91K
FY2022$103K
FY2023$147K
FY2024$153K
Expenses
$123K
FY2024▲ +45%
Tap a bar for its year
Expenses by fiscal year
FY2020$65K
FY2021$74K
FY2022$84K
FY2023$85K
FY2024$123K
Net assets
$552K
FY2024▼ -1%
Tap a bar for its year
Net assets by fiscal year
FY2020$483K
FY2021$508K
FY2022$489K
FY2023$559K
FY2024$552K

From the FY2024 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 1978.

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

Where the money goes

96 cents of each dollar spent went to programs.

Program services 96% · $119K Management & general 3% · $4K Fundraising 0% · $604

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

Something off? Claim to add context

Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation
Bill Brobst
Board Member
$0Pt VII · Sec A
Mike Molesevich
Board Member
$0Pt VII · Sec A
Darren Rhyne
Board Member
$0Pt VII · Sec A
Bethany Slear
Board Member
$0Pt VII · Sec A
Matthew C Wagner
Board Member
$0Pt VII · Sec A
Phyllis Dyer
Treasurer
$0Pt VII · Sec A
Sue Rapp
Secretary
$0Pt VII · Sec A
Christine Sperling
Vice Preside
$0Pt VII · Sec A
See Union County Historical Society executive salaries →

Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Educates and preserves history for future generations.

Questions for Union County Historical Society

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Your first name shows with your question. Union County Historical Society answers here, for everyone.

1 program · $119K · in their own filed words · FY2024
01

Further education of membership through newsletters, publications & annual banquet & monthly programs with historical speakers. Research of publications. Local history programs for union county county schools & historical collections. Renovation of historical building.

$119Kprogram expense

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$153K
Ln 12
Gifts and grantsLn 1h$78K
Investment incomeLn 3$46K
Other incomeLn 4–11$15K
Money outPt IX
$123K
Ln 25
Programscol B$119K
Managementcol C$4K
Fundraisingcol D$604
Owns and owesPt X
$552K
net assets · Ln 32
Cash and savingsLn 1–2$98K
Total assetsLn 16$744K
LiabilitiesLn 26$192K
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$78K
Government grantsLn 1e$30K
Fees for servicesLn 2g$14K
Investment incomeLn 3$46K
Other incomeLn 4–11$15K
Gains on assetsLn 7$40K
Total revenueLn 12$153K
Assets in detailPt X, end of year
CashLn 1$25K
SavingsLn 2$74K
Cash and savings togetherLn 1–2$98K
Inventories for sale or useLn 8$67K
Land, buildings, equipmentLn 10c$387K
InvestmentsLn 11–13$164K
Other assetsLn 15$28K
Total assetsLn 16$744K
LiabilitiesLn 26$192K
Net assetsLn 32$552K
OperationsPt I, VI
EmployeesI 50
VolunteersI 625
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$114K$98K
InvestmentsLn 11–13$149K$164K
Land, buildings, equipmentLn 10c$397K$387K
Total assetsLn 16$756K$744K
LiabilitiesLn 26$197K$192K
Net assetsLn 32$559K$552K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$13K$13K
Accounting feesLn 11c$2K$2K
Investment management feesLn 11f$20$20
Advertising and promotionLn 12$369$369
Office expensesLn 13$9K$8K$872
Information technologyLn 14$2K$2K$235
OccupancyLn 16$36K$36K
InterestLn 20$15K$15K
Depreciation, depletion and amortizationLn 22$11K$11K
InsuranceLn 23$14K$14K
Other expenses (24a–d)Ln 24$18K$18K
All other expensesLn 24e$4K$4K
Total functional expensesLn 25$123K$119K$4K$604

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest ViewingFiled with the IRS Nov 11, 2025 $153K$123K$29K$552K 990 PDF
FY2023Filed with the IRS Nov 14, 2024 $147K$85K$62K$559K 990 PDF
FY2022Filed with the IRS Nov 11, 2023 $103K$84K$18K$489K 990 PDF
FY2021Filed with the IRS Oct 13, 2022 $91K$74K$17K$508K 990 PDF
FY2020Filed with the IRS Nov 8, 2021 $75K$65K$10K$483K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $152,646 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $109,552$78,280
I-9 Program service revenuePrior year $10,200$13,600
I-10 Investment incomePrior year $8,678$46,033
I-11 Other revenuePrior year $18,534$14,733
I-12 Total revenuePrior year $146,964$152,646
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $84,870$123,237
I-18 Total expensesPrior year $84,870$123,237
I-19 Revenue less expensesPrior year $62,094$29,409
Part VI · Governance 9 of 9 board members independent, 4 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $152,646 across 10 lines filed
Lines not itemized here account for $548 of total revenue; see the IRS return.
VIII-1b Membership dues$8,205
VIII-1e Government grants$29,659
VIII-1f All other contributions, gifts and grants$40,416
VIII-1h Total contributions, gifts and grants$78,280
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $7,000 · Excluded from tax $6,600$13,600
VIII-3 Investment incomeRelated to mission $6,300$6,300
VIII-7 Net gain or loss on sales of assetsRelated to mission $39,733$39,733
VIII-8 Net income from fundraising eventsExcluded from tax $10,192$10,192
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $3,993$3,993
VIII-12 Total revenueRelated to mission $50,574 · Unrelated business $7,000 · Excluded from tax $16,792$152,646
Part IX · Statement of functional expenses $123,237 across 12 lines filed
IX-11a Management feesPrograms $13,336$13,336
IX-11c Accounting feesManagement $1,638$1,638
IX-11f Investment management feesManagement $20$20
IX-12 Advertising and promotionFundraising $369$369
IX-13 Office expensesPrograms $7,860 · Management $872$8,732
IX-14 Information technologyManagement $1,500 · Fundraising $235$1,735
IX-16 OccupancyPrograms $35,526$35,526
IX-20 InterestPrograms $15,285$15,285
IX-22 Depreciation, depletion and amortizationPrograms $10,839$10,839
IX-23 InsurancePrograms $13,683$13,683
IX-24 Other expenses (24a–d)Programs $17,954$17,954
IX-24e All other expensesPrograms $4,120$4,120
IX-25 Total functional expensesPrograms $118,603 · Management $4,030 · Fundraising $604$123,237
Part X · Balance sheet $744,253 assets, 12 lines filed
X-1 Cash, non-interest-bearing$24,706
X-2 Savings and temporary cash investmentsStart of year $114,402$73,662
X-8 Inventories for sale or useStart of year $67,348$67,348
X-10c Land, buildings and equipment, netStart of year $397,078$386,674
X-11 Publicly traded securitiesStart of year $148,710$163,784
X-15 Other assetsStart of year $28,079$28,079
X-16 Total assetsStart of year $755,617$744,253
X-24 Unsecured notes and loans payableStart of year $196,967$192,168
X-26 Total liabilitiesStart of year $196,967$192,168
X-27 Net assets without donor restrictionsStart of year $558,650$552,085
X-32 Total net assets or fund balancesStart of year $558,650$552,085
X-33 Total liabilities and net assetsStart of year $755,617$744,253
Part XI · Reconciliation of net assets $552,085 net assets at year end
XI-1 Total revenue$152,646
XI-2 Total expenses$123,237
XI-3 Revenue less expenses$29,409
XI-4 Net assets at start of year$558,650
XI-5 Net unrealized gains (losses) on investments−$30,902
XI-8 Prior period adjustments−$5,072
XI-10 Net assets at end of year$552,085

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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