HISTORICAL AND GENEALOGICAL SOCIETY

EIN: 251355409 501(c)(3)

INDIANA, PA

Total Revenue
$207,580
Total Expenses
$183,145
Total Assets
$1,166,707
Net Assets
$1,164,928
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Financial Trends

Organization Details

Formation Year
1940
Legal Domicile
PA
Principal Officer
JOANNE MCQUILKIN
Phone
7244639600
Tax Period
2024-01-01 to 2024-12-31

HISTORICAL AND GENEALOGICAL SOCIETY, founded in 1940, is a small nonprofit that reported $208K in total revenue in fiscal year 2024. Revenue surged 54% from the prior year, signaling strong growth momentum. Expenses of $183K left a modest 12% surplus.

Mission

THE HISTORICAL AND GENEALOGICAL SOCIETY OF INDIANA COUNTY SEEKS TO PROMOTE A GREATER APPRECIATION OF THE INDIANA COMMUNITY'S RICH HERITAGE AND A BETTER UNDERSTANDING OF LIFE TODAY. THE SOCIETY'S PURPOSE IS TO COLLECT AND PRESERVE MATERIALS ILLUSTRATIVE TO INDIANA COUNTY, ITS FAMILIES, BUSINESSES, ORGANIZATIONS, ETC.

Program Service Accomplishments

Program 1

THE HELMAN LIBRARY HOUSES AN EXCEPTIONAL COLLECTION OF DOCUMENTS AND RESEARCH MATERIAL USED TO INTERPRET LOCAL HISTORY. APPROXIMATELY 1,800 VISITORS YEARLY USE THE COLLECTIONS TO GATHER INFORMATION...

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THE HELMAN LIBRARY HOUSES AN EXCEPTIONAL COLLECTION OF DOCUMENTS AND RESEARCH MATERIAL USED TO INTERPRET LOCAL HISTORY. APPROXIMATELY 1,800 VISITORS YEARLY USE THE COLLECTIONS TO GATHER INFORMATION TO COMPLETE GENEALOGICAL AND OTHER RESEARCH PROJECTS. VOLUNTEERS RESPOND TO APPROXIMATELY 1,200 RESEARCH REQUEST ANNUALLY.

Program 2
Expenses: $70,301

THE INDIANA COUNTY HISTORICAL MUSEUM'S FUNCTION IS TO COLLECT AND PRESERVE LOCAL HISTORAL ARTIFACTS AND TO TELL THE STORY OF OUR COUNTY AND IT'S PEOPLE. VARIOUS TOURS, EVENTS AND PROGRAMS ARE HELD IN...

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THE INDIANA COUNTY HISTORICAL MUSEUM'S FUNCTION IS TO COLLECT AND PRESERVE LOCAL HISTORAL ARTIFACTS AND TO TELL THE STORY OF OUR COUNTY AND IT'S PEOPLE. VARIOUS TOURS, EVENTS AND PROGRAMS ARE HELD IN THE MUSEUM AND IN THE COUNTY'S COMMUNITIES. STUDENTS ARE ACTIVELY INVOLVED AND BENEFIT FROM THEIR EXPERIENCES.

Program 3

PRESERVATION: THE SOCIETY MAINTAINS TWO BUILDINGS, BOTH ON THE NATIONAL REGISTER OF HISTORIC PLACES. THE CLARK HOUSE, BUILT IN 1869, CONTAINS TWO RESTORED PARLORS AND ARCHIVAL STORAGE AND WORK AREAS...

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PRESERVATION: THE SOCIETY MAINTAINS TWO BUILDINGS, BOTH ON THE NATIONAL REGISTER OF HISTORIC PLACES. THE CLARK HOUSE, BUILT IN 1869, CONTAINS TWO RESTORED PARLORS AND ARCHIVAL STORAGE AND WORK AREAS. THE OLD ARMORY, BUILT IN 1922, HOUSES THE ADMINISTRATIVE OFFICES, MUSEUM AND LIBRARY.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $96,619
Program Service Revenue $0
Investment Income $105,228
Other Revenue $5,733
TOTAL REVENUE $207,580

Expense Breakdown

Grants Paid $0
Salaries & Benefits $58,441
Fundraising Expenses $1,893
Program Expenses $70,301
Other Expenses $124,704
TOTAL EXPENSES $183,145

Year-over-Year Comparison

2024 2023 Change
Revenue $207,580 $134,928 +0.5%
Expenses $183,145 $204,693 -0.1%
Net Income $24,435 $-69,765 -1.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
14
Independent Members
14
Employees
3
Volunteers
52

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
2
$0
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOANNE MCQUILKIN PRESIDENT 2.00
Officer Director
$0 $0 $0
JOE HILDEBRAND AT LARGE 1.00
Director
$0 $0 $0
MARY YANITY TREASURER 2.00
Officer Director
$0 $0 $0
ALLEN FIECHUK SECRETARY 10.00
Director
$0 $0 $0
ELAINE MAUDIE PROGRAM 10.00
Director
$0 $0 $0
VINCENT H BEATTY BUILDINGS & 8.00
Director
$0 $0 $0
HERB GLEDITSCH PERSONNEL 1.00
Director
$0 $0 $0
DON LANCASTER LIBRARY 5.00
Director
$0 $0 $0
KATIE GAUDREAU MUSEUM 5.00
Director
$0 $0 $0
MARY ANN WAGNER FUNDRAISING 8.00
Director
$0 $0 $0
ERIC WITMER MEMBERSHIP 1.00
Director
$0 $0 $0
JACKIE WILEY AT LARGE 1.00
Director
$0 $0 $0
GRETA HELSEL AT LARGE 4.00
Director
$0 $0 $0
JONATHAN BOGERT EXECUTIVE DI N/A
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 $207,580 $183,145 $1,166,707 $24,435
2023 $134,928 $204,693 $1,113,666 $-69,765
2022 $144,314 $139,650 $1,110,470 $4,664
2021 $160,831 $138,164 $1,281,528 $22,667
2020 $72,345 $117,723 $1,150,092 $-45,378
2019 $151,685 $115,226 $1,173,825 $36,459
2018 $147,312 $121,517 $1,039,882 $25,795
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