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Lomas & Saum Foundation FY2021 filing

Tax-deductible

Gettysburg, PA501(c)(3)Arts & CultureEIN 85-3879534Revenue $356K in FY2021

On file with the IRSlomascenter.org47 Steinwehr Avenue 2nd Floor, 17325-2811 · Gettysburg, PATax-exempt since Apr 2021Publicly supported charity — 170(b)(1)(A)(vi)

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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.

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

Before you give

FY2021 · 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
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
<1 mo
of spending, in cash
Worth a look: 0.8 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $6K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$222K
45% of total assets
Looks good: liabilities are 45% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$356K
Spent
$98K
To programs
96%
Net assets
$268K
By yearFY2021–FY2024
Revenue
$356K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$356K
FY2022$99K
FY2023$123K
FY2024$69K
Net assets
$268K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$268K
FY2022$258K
FY2023$246K
FY2024$191K

From the FY2021 Form 990 · see the original

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You’re viewing the FY2021 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 Apr 2021.

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% · $94K Management & general 4% · $4K

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

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Who runs it and what they're paid

3 people listed on the 990.

Part VII, Section A · reportable compensation
Patrick Falci
Board Member
$0Pt VII · Sec A
Todd King
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
See Lomas & Saum Foundation executive salaries →

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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 15aNo

Programs and updates

Preserves antique musket and artillery collections, offering interactive historical learning experiences.

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Provided by the organization

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1 program · $94K · in their own filed words · FY2021
01

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.

$94Kprogram 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 · FY2025
Adams County Community Foundation INCFY2025$6K
Total grants receivedfrom 1 funder$6K

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$356K
Ln 12
Gifts and grantsLn 1h$291K
Fees for servicesLn 2g$65K
Money outPt IX
$98K
Ln 25
Programscol B$94K
Managementcol C$4K
Owns and owesPt X
$268K
net assets · Ln 32
Cash and savingsLn 1–2$6K
Total assetsLn 16$490K
LiabilitiesLn 26$222K
PeoplePt VI, VII
3
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$291K
Noncash giftsLn 1g$243K
Fees for servicesLn 2g$65K
Total revenueLn 12$356K
Assets in detailPt X, end of year
CashLn 1$6K
Cash and savings togetherLn 1–2$6K
Land, buildings, equipmentLn 10c$484K
Total assetsLn 16$490K
LiabilitiesLn 26$222K
Net assetsLn 32$268K
OperationsPt I, VI
EmployeesI 50
VolunteersI 615
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 FY21End FY21
Cash and savingsLn 1–2$17K$6K
Land, buildings, equipmentLn 10c$3K$484K
Total assetsLn 16$20K$490K
LiabilitiesLn 26$11K$222K
Net assetsLn 32$9K$268K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Legal feesLn 11b$751$751
Accounting feesLn 11c$100$100
Advertising and promotionLn 12$8K$8K
Office expensesLn 13$9$9
OccupancyLn 16$5K$5K
TravelLn 17$494$494
InterestLn 20$887$887
Depreciation, depletion and amortizationLn 22$1K$1K
InsuranceLn 23$727$727
Other expenses (24a–d)Ln 24$82K$80K$2K
Total functional expensesLn 25$98K$94K$4K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $69K$191K 990 PDF
FY2023 $123K$246K 990 PDF
FY2022 $99K$258K 990 PDF
FY2021 Viewing $356K$98K$258K$268K 990 PDF

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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 FY2021 990 (6 parts)
Part I · Summary $356,360 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $24,000$290,960
I-9 Program service revenue$65,400
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenuePrior year $24,000$356,360
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 $14,822$98,003
I-18 Total expensesPrior year $14,822$98,003
I-19 Revenue less expensesPrior year $9,178$258,357
Part VI · Governance 3 of 3 board members independent, 5 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
VI-2 Family or business relationship among officers or directorsYes
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
Part VIII · Statement of revenue $356,360 across 6 lines filed
VIII-1a Federated campaigns$3,557
VIII-1f All other contributions, gifts and grants$287,403
VIII-1g Noncash contributions (included above)$243,403
VIII-1h Total contributions, gifts and grants$290,960
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $65,400$65,400
VIII-12 Total revenueRelated to mission $65,400$356,360
Part IX · Statement of functional expenses $98,003 across 10 lines filed
IX-11b Legal feesManagement $751$751
IX-11c Accounting feesManagement $100$100
IX-12 Advertising and promotionPrograms $7,886$7,886
IX-13 Office expensesManagement $9$9
IX-16 OccupancyPrograms $4,522$4,522
IX-17 TravelManagement $494$494
IX-20 InterestPrograms $887$887
IX-22 Depreciation, depletion and amortizationPrograms $1,025$1,025
IX-23 InsuranceManagement $727$727
IX-24 Other expenses (24a–d)Programs $79,600 · Management $2,002$81,602
IX-25 Total functional expensesPrograms $93,920 · Management $4,083 · Fundraising $0$98,003
Part X · Balance sheet $490,019 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $17,475$6,230
X-10c Land, buildings and equipment, netStart of year $2,704$483,789
X-16 Total assetsStart of year $20,179$490,019
X-25 Other liabilitiesStart of year $11,000$222,483
X-26 Total liabilitiesStart of year $11,000$222,483
X-27 Net assets without donor restrictionsStart of year $9,179$267,536
X-32 Total net assets or fund balancesStart of year $9,179$267,536
X-33 Total liabilities and net assetsStart of year $20,179$490,019
Part XI · Reconciliation of net assets $267,536 net assets at year end
XI-1 Total revenue$356,360
XI-2 Total expenses$98,003
XI-3 Revenue less expenses$258,357
XI-4 Net assets at start of year$9,179
XI-10 Net assets at end of year$267,536

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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