HISTORICAL SOCIETY OF BERKS COUNTY

EIN: 231421917 501(c)(3) Arts, Culture & Humanities

READING, PA

Total Revenue
$1,173,506
Total Expenses
$976,033
Total Assets
$10,392,245
Net Assets
$10,286,220
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1869
Legal Domicile
PA
Principal Officer
KIM RESSLER
Phone
6103754375
Tax Period
2023-07-01 to 2024-06-30

HISTORICAL SOCIETY OF BERKS COUNTY, founded in 1869, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.2M in total revenue in fiscal year 2023. Revenue fell 42% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $197K, a strong 17% operating margin.

Mission

EDUCATIONAL CENTER THAT SERVES TO ENGAGE AND EXCITE OUR COMMUNITY BY ITS UNIQUE PAST TO FUTURE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $716,122
Program Service Revenue $134,561
Investment Income $190,898
Other Revenue $131,925
TOTAL REVENUE $1,173,506

Expense Breakdown

Grants Paid $0
Salaries & Benefits $431,094
Fundraising Expenses $109,315
Program Expenses $660,210
Other Expenses $478,163
TOTAL EXPENSES $976,033

Year-over-Year Comparison

2023 2022 Change
Revenue $1,173,506 $2,027,668 -0.4%
Expenses $976,033 $1,040,815 -0.1%
Net Income $197,473 $986,853 -0.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
21
Independent Members
21
Employees
8
Volunteers
80

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$91,796
Total Directors
21
$4,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
FREDERICK SHEELER PRESIDENT 8.00
Officer Director
$0 $0 $0
LINDA KELLEHER SECRETARY 3.00
Officer Director
$0 $0 $0
STEVE YARNELL VICE PRESIDENT 3.00
Officer Director
$0 $0 $0
KIM RESSLER TREASURER 3.00
Officer Director
$0 $0 $0
LORI MUHLENBERG ASSISTANT SECRETARY 2.00
Officer Director
$0 $0 $0
CORRIE CRUPI-ZANA MEMBER 2.00
Director
$0 $0 $0
CHARLES J ADAMS III MEMBER 2.00
Director
$4,000 $0 $4,000
BRIAN C ENGELHARDT ASSISTANT TREASURER 2.00
Officer Director
$0 $0 $0
DONNA REED MEMBER 2.00
Director
$0 $0 $0
EDWIN L STOCK ESQ MEMBER 2.00
Director
$0 $0 $0
BRADFORD KISSAM MEMBER 2.00
Director
$0 $0 $0
RONALD M KOZAK MEMBER 2.00
Director
$0 $0 $0
CHAD SCHLANGER MEMBER 2.00
Director
$0 $0 $0
ALEX BOLLINGER MEMBER 2.00
Director
$0 $0 $0
BRUCE COHEN MEMBER 2.00
Director
$0 $0 $0
AMANDA FUNK MEMBER 2.00
Director
$0 $0 $0
GOURAMA HASSAN MEMBER 2.00
Director
$0 $0 $0
NANCY OMAHA BOY MEMBER 2.00
Director
$0 $0 $0
M CATHERINE SHEARER MEMBER 2.00
Director
$0 $0 $0
ALAN SHUMAN MEMBER 2.00
Director
$0 $0 $0
ELAM STOLTZFUS MEMBER 2.00
Director
$0 $0 $0
BENJAMIN NEELY EXEC. DIRECTOR 40.00
Officer
$91,796 $0 $91,796
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $1,173,506 $976,033 $10,392,245 $197,473
2023 $1,572,145 $996,458 $9,341,186 $575,687
2023 $2,027,668 $1,040,815 $10,067,619 $986,853
2022 $779,993 $945,709 $8,891,552 $-165,716
2021 $780,783 $771,782 $9,875,470 $9,001
2020 $710,858 $690,467 $9,071,484 $20,391
2019 $673,876 $845,805 $9,027,545 $-171,929
2018 $623,538 $722,656 $9,178,528 $-99,118
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