LEHIGH COUNTY HISTORICAL SOCIETY Charity Report

Public IRS 990 nonprofit record

LEHIGH COUNTY HISTORICAL SOCIETY

EIN 23-6394211 · Arts, Culture & Humanities (A82Z)

What they do

THE LEHIGH COUNTY HISTORICAL SOCIETY is THE OFFICIAL HISTORICAL SOCIETY of LEHIGH COUNTY, PA. WE MAINTAIN and PRESERVE 4 HISTORICAL SITES. OUR TROXELL-STECKEL FARM MUSEUM IN WHITEHALL TOWNSHIP, PA WAS BUILT IN 1756. OUR 1770 COLONIAL STONE MANSION, KNOWN AS HISTORIC TROUT HALL IN ALLENTOWN, OUR ONE-ROOM 1893 SCHOOLHOUSE IN CLAUSSVILLE, PA, and OUR HEADQUARTERS MUSEUM, THE 30,000 SQ. FT. LEHIGH VALLEY HERITAGE MUSEUM ARE AT THE HEART of OUR MISSION. WE ALSO ADMINISTER TOURS and PROGRAMS AT 3 COUNTY OWNED PROPERTIES: HAINES MILL MUSEUM, LOCKRIDGE FURNACE MUSEUM and SAYLOR CEMENT MUSEUM. EACH YEAR WE INTERACT WITH and EDUCATE MORE THAN 50,000 VISITORS AT ALL 7 of THESE MUSEUM PROPERTIES. WE MAINTAIN AN ARCHIVE IN EXCESS of 3,000,000 DOCUMENTS RELEVANT to LEHIGH COUNTY, PENNSYLVANIA. WE CARE for 85,000 VINTAGE PHOTOGRAPHS and THOUSANDS of THREE-DIMENSIONAL OBJECTS RELATING to THE HISTORY of OUR REGION. WE ARE THE LEADING PROVIDER of PUBLIC HISTORY PROGRAMS IN OUR REGION.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $79.10 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders18 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

75.12%of revenue went to mission work79.1% of expenses · Program services

3.10%of revenue went to fundraising3.3% of expenses

$94.95spent for every $100 of revenueRevenue covered expenses this year.

16.73%of revenue went to management and office costs17.6% of expenses

$9.73in assets for every $1 spent this yearSome assets cannot be spent right away.

76.5%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $113,491 for JOSEPH GARRERA (EXECUTIVE DIRECTOR (UNTIL 12/31/24)). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$982,512

Mission workProgram services$738,04475.12% of revenue79.1% of expenses

ManagementOffice and general costs$164,37416.73% of revenue17.6% of expenses

FundraisingAsking for donations$30,4773.10% of revenue3.3% of expenses

Revenue left after expensesReported annual surplus$49,6175.05% of revenueShown in gray on the chart

Total expenses$932,89594.95% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 79.1% mission · 17.6% management · 3.3% fundraisingTotal expenses: 94.95% of revenue

2023Expense mix: 79.6% mission · 16.8% management · 3.6% fundraisingTotal expenses: 75.52% of revenue

2022Expense mix: 77.8% mission · 18.0% management · 4.2% fundraisingTotal expenses: 190.29% of revenue

2021Expense mix: 76.4% mission · 19.6% management · 4.0% fundraisingTotal expenses: 108.64% of revenue

2020Expense mix: 74.2% mission · 21.6% management · 4.2% fundraisingTotal expenses: 98.81% of revenue

2019Expense mix: 76.2% mission · 20.0% management · 3.7% fundraisingTotal expenses: 116.81% of revenue

2018Expense mix: 74.5% mission · 21.1% management · 4.4% fundraisingTotal expenses: 120.21% of revenue

2017Expense mix: 73.9% mission · 21.4% management · 4.7% fundraisingTotal expenses: 116.50% of revenue

Money in and money out

Revenue$982,512

Expenses$932,895

Annual surplus $49,617 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$738,044 · 79.1% of expenses

Management and office costs$164,374 · 17.6% of expenses

Fundraising$30,477 · 3.3% of expenses

See all reported dollar amounts

Revenue$982,512

Expenses$932,895

Assets$9,079,011

Income$985,929

Contributions$751,498

Mission work (program services)$738,044

Fundraising$30,477

Management and general$164,374

Executive compensation (total)$94,328

Accounting fees$33,173

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JOSEPH GARRERAEXECUTIVE DIRECTOR (UNTIL 12/31/24) · 60 hrs/week $113,491Base $110,206 · Other $3,285

JAMES HIGGINSEXECUTIVE DIRECTOR (BEGIN 1/1/25) · 40 hrs/week $26,829

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (18)

JOSEPH GARRERAEXECUTIVE DIRECTOR (UNTIL 12/31/24)

JAMES HIGGINSEXECUTIVE DIRECTOR (BEGIN 1/1/25)

JEFFREY DUTTEX-OFFICIO

STEPHEN GEHRINGER1ST VICE PRESIDENT

ROBERT M MCGOVERN JRASSISTANT SECRETARY

RAYMOND ALLAMONGTRUSTEE

PHOEBE HARRISTRUSTEE

MYRON YODERTRUSTEE

MITZA MORALESTRUSTEE

JOHN SERVISASSISTANT TREASURER

ALAN FRANCETREASURER

FREDERICK MONTGOMERY2ND VICE PRESIDENT

ERIK OLSONSECRETARY

DR MICHAEL GRAYTRUSTEE

DR JAMES KINTZELTRUSTEE

DAVID BAUSCHTRUSTEE

CHARLES SMITHTRUSTEE

ARDITH HILLIARDPRESIDENT

About this charity

Recognized since: January 1964
Location: 432 WALNUT STREET, ALLENTOWN, PA 18102
County: Lehigh
In care of: ALAN C FRANCE
Primary officer: ALAN C FRANCE, TREASURER

How to reach them

WebsiteVisit the charity’s website Phone(610) 435-1074

Filing and classification

Latest tax year: 2024
Tax period began: April 1, 2024
Return type: 990
Tax preparer: CAMPBELL RAPPOLD & YURASITS LLP
NTEE classification: Arts, Culture & Humanities (A82Z)
IRS tax category: Historical Sites