LOWER MERION HISTORICAL SOCIETY
EIN 23-6643469 · Historical Societies & Historic Preservation (A82)
What they do
THE LOWER MERION HISTORICAL SOCIETY is AN ORGANIZATION DEDICATED to "PRESERVING OUR PAST for THE FUTURE." THIS is ACCOMPLISHED BY STEWARDSHIP of LOCAL HISTORY, EDUCATION of THE COMMUNITY, PRESERVATION of HISTORIC RESOURCES and OUTREACH to PROMOTE AWARENESS of THE CULTURAL HERITAGE of THE TOWNSHIP of LOWER MERION and THE BOROUGH of NARBERTH.
Should I give to this charity?
Of every $100 spent, about $96.60 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 leaders10 people are listed in the latest report.
You can reach themThey list contact information, so you can ask questions.
Money made simple
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.
Worth asking: Expenses exceeded revenue by $20,577 this year. Ask whether that was planned or caused by a one-time event.
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.
Financial picture
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.
How each $100 of revenue was used
The large number compares each expense with revenue. The smaller number shows its share of total expenses.
Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.
Money in and money out
Reported spending amounts
Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.
See all reported dollar amounts
Leadership and board
Names, titles, time, and compensation below are reported by the organization on its Form 990.
No compensation was reported for these leaders. The complete board and leadership roster is shown below.
Board and leadership roster (10)
BRAD UPPBOARD MEMBER
CRAIG C WHITNEYTREASURER
DENNIS MONTAGNABOARD MEMBER
ELIZABETH LAURANTBOARD MEMBER
ERIN BETLEYVICE PRESIDENT
JAMIE SINGERBOARD MEMBER
KATE JIGGINSPRESIDENT
KIM ANDREWSBOARD MEMBER
LINDA TASKERSECRETARY
SCOTT REYNOLDSBOARD MEMBER
About this charity
- Recognized since
- January 1988
- Location
- 506 BRYN MAWR AVE PO BOX 2602, BALA CYNWYD, PA 19004
- County
- Montgomery
- In care of
- CRAIG WHITNEY
- Primary officer
- CRAIG WHITNEY, TREASURER
How to reach them
Filing and classification
- Latest tax year
- 2024
- Tax period began
- January 1, 2024
- Return type
- 990EZ
- Tax preparer
- FORESIGHT BUSINESS SOLUTIONS LLC
- NTEE classification
- Historical Societies & Historic Preservation (A82)
- IRS tax category
- Historical Societies & Historic Preservation