HISTORICAL & GENEALOGICAL SOCIETY OF SOMERSET COUNTY

EIN: 237322243 501(c)(3) Arts, Culture & Humanities

SOMERSET, PA

Total Revenue
$238,835
Total Expenses
$241,794
Total Assets
$1,866,150
Net Assets
$1,863,414
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1959
Legal Domicile
PA
Principal Officer
LISA BITTNER
Phone
8144456077
Tax Period
2023-01-01 to 2023-12-31

HISTORICAL & GENEALOGICAL SOCIETY OF SOMERSET COUNTY, founded in 1959, is a small nonprofit in the Arts, Culture & Humanities sector that reported $239K in total revenue in fiscal year 2023. Revenue fell 32% from the prior year — a significant decline worth monitoring. Net assets of $1.9M represent 94 months of operating reserves.

Mission

THE HISTORICAL AND GENEALOGICAL SOCIETY OF SOMERSET COUNTY IS THE STEWARD OF THE CULTURAL HERITAGE OF SOMERSET COUNTY THROUGH ITS HISTORICAL COLLECTIONS, EDUCATIONAL PROGRAMS, AND GENEALOGICAL ARCHIVES.

Program Service Accomplishments

Program 1
Expenses: $223,815

MOUNTAIN CRAFT DAYS - A THREE DAY TRADITIONAL CRAFT AND TRADES FESTIVAL FEATURING OVER 125 ARTISANS, ENTERTAINERS, HISTORICAL INTERPRETERS, AND MOUNTAIN FOODS OF THE REGION. PARTICIPANTS MUST...

Read more

MOUNTAIN CRAFT DAYS - A THREE DAY TRADITIONAL CRAFT AND TRADES FESTIVAL FEATURING OVER 125 ARTISANS, ENTERTAINERS, HISTORICAL INTERPRETERS, AND MOUNTAIN FOODS OF THE REGION. PARTICIPANTS MUST DEMONSTRATE THEIR CRAFT SKILLS AND KNOWLEDGE WITH VISITORS AS THEY SELL THEIR WARES. NEW ARTISANS ARE ADDED EACH YEAR WHILE SOME ARTISANS HAVE A LONG TRADITION OF PARTICIPATION. AN AUCTION OF CRAFTSMAN'S WARES EACH YEAR PROVIDES SOME FUNDING TO ARTISANS CURRENTLY PARTICIPATING OR SOMEONE WHO IS INTERESTED IN DEVELOPING A NEW CRAFT DEMONSTRATION TO PERPETUATE TRADITIONAL CRAFT SKILLS. THE FESTIVAL FEATURES A WIDE VARIETY OF ARTISANS FROM TEXTILES TO WOOD, IRON, LEATHER, LOG HEWING, STONE CUTTING AND MORE. THE FESTIVAL ATTRACTS OVER 7,000 VISITORS ANNUALLY AND IS PRESENTED AMID A FOREST AND MEADOW SETTING. FRIDAY IS DEDICATED TO STUDENT EDUCATION AND ARTISANS CATER THEIR DEMONSTRATIONS ACCORDINGLY. ON-SITE AND SATELLITE EDUCATIONAL PROGRAMS - STAFF AND VOLUNTEERS PRESENT HANDS-ON EDUCATIONAL PROGRAMS TO STUDENTS VISITING THE SOMERSET HISTORICAL CENTER. THEY LEARN ABOUT BEING A PIONEER IN THE WILDERNESS OF WESTERN PENNSYLVANIA, COOKING AND FOOD PREPARATION, FARMING PRACTICES, LOG CONSTRUCTION, AND FASHION A TIN/WOOD SCOOP TO TAKE HOME. STAFF AND VOLUNTEERS TAKE PROGRAMS INTO KINDERGARTEN THROUGH 2ND GRADES THROUGHOUT THE SOMERSET COUNTY REGION. THE SOCIETY'S EDUCATIONAL PROGRAMS REACH OVER 2,000 STUDENTS PER YEAR. SCHOOL OF COOPERING - THE CRAFT OF COOPERING IS TAUGHT DURING THIS THREE DAY CLASS USING ONLY TRADITIONAL METHODS AND HAND TOOLS. UP TO 12 PARTICIPANTS LEARN THE HISTORY OF THE CRAFT, VARIOUS TYPES OF COOPERING, ESPECIALLY THE TYPE PRACTICED IN THE MAPLE SUGAR REGION OF SOMERSET COUNTY, SAFE TOOL USAGE, AS THEY FASHION A MAPLE SUGAR BUCKET (KEELER) THAT THEY TAKE HOME UPON COMPLETION. THE CLASS HAS BEEN TAUGHT FOR OVER 15 YEARS WITH OVER 150 PARTICIPANTS.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $74,448
Program Service Revenue $120,140
Investment Income $41,284
Other Revenue $2,963
TOTAL REVENUE $238,835

Expense Breakdown

Grants Paid $0
Salaries & Benefits $121,397
Fundraising Expenses $2,230
Program Expenses $223,815
Other Expenses $120,397
TOTAL EXPENSES $241,794

Year-over-Year Comparison

2023 2022 Change
Revenue $238,835 $350,899 -0.3%
Expenses $241,794 $229,875 +0.1%
Net Income $-2,959 $121,024 -1.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
374
Independent Members
374
Employees
6
Volunteers
27

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
4
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHRIS ZANONI SECRETARY 5.00
Officer Director
$0 $0 $0
PAMELA TOKAR-ICKES VICE PRESIDE 5.00
Officer Director
$0 $0 $0
LISA BITTNER PRESIDENT 5.00
Officer Director
$0 $0 $0
DEAN HOTTLE TREASURER 5.00
Officer Director
$0 $0 $0
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
2024 No data No data No data No data
2023 $238,835 $241,794 $1,866,150 $-2,959
2022 $350,899 $229,875 $1,817,878 $121,024
2021 $276,690 $196,811 $1,836,229 $79,879
2020 $186,004 $123,937 $1,666,622 $62,067
2019 $246,853 $211,913 $1,533,314 $34,940
2018 $178,885 $193,995 $1,361,893 $-15,110
Explore More Nonprofits
Top 100 Nonprofits in Pennsylvania Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare HISTORICAL & GENEALOGICAL SOCIETY OF SOMERSET COUNTY with other nonprofits in Pennsylvania and across the country.