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Lower Merion Historical Society

  • Bala Cynwyd, PA
  • Tax-exempt since May 1988
  • EIN: 23-6643469

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$30.7k (2023)

Expenses
$43.5k (2023)

Total Assets
$298k (2023)

Total Liabilities
$4.3k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$30,748
Expenses
$43,456
Net Income
-$12,708
Net Assets
$293,214
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,221
7.2%
Program Services $0
Investment Income $42
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $28,445
92.5%
Assets/Debt
Total Assets $297,515
Total Liabilities $4,301
Net Assets $293,214
Compensation
Key Employees and Officers Compensation Other
Kim Andrews (Board Member) $0 $0
Jamie Singer (Board Member) $0 $0
Elizabeth Laurant (Board Member) $0 $0
Scott Reynolds (Board Member) $0 $0
Brad Upp (Board Member) $0 $0
Dennis Montagna (Board Member) $0 $0
Kate Jiggins (President) $0 $0
Erin Betley (Vice President) $0 $0
Linda Tasker (Secretary) $0 $0
Craig C Whitney (Treasurer) $0 $0
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Document Links

990-EZ
Filed on Nov. 15, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$32,544
Expenses
$9,177
Net Income
$23,367
Net Assets
$305,922
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,150
6.6%
Program Services $14,224
43.7%
Investment Income $43
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $13,298
40.9%
Assets/Debt
Total Assets $310,223
Total Liabilities $4,301
Net Assets $305,922
Compensation
Key Employees and Officers Compensation Other
Kim Andrews (Board Member) $0 $0
Jamie Singer (Board Member) $0 $0
Elizabeth Laurant (Board Member) $0 $0
Scott Reynolds (Board Member) $0 $0
Brad Upp (Board Member) $0 $0
Dennis Montagna (Board Member) $0 $0
Chad Henneberry (Board Member) $0 $0
Kate Jiggins (President) $0 $0
Erin Betley (Vice President) $0 $0
Linda Tasker (Secretary) $0 $0
Craig C Whitney (Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 15, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$138,904
Expenses
$17,046
Net Income
$121,858
Net Assets
$282,555
Notable Sources of Revenue Percent of Total Revenue
Contributions $117,052
84.3%
Program Services $0
Investment Income $363
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $13,301
9.6%
Assets/Debt
Total Assets $284,306
Total Liabilities $1,751
Net Assets $282,555
Compensation
Key Employees and Officers Compensation Other
Gerald Francis (Former President) $2,600 $0
George Lonsdorf (Board Member) $0 $0
Rachel Wolgemuch (Board Member) $0 $0
Martha Moffatt (Board Member) $0 $0
Carole Strickland (Board Member) $0 $0
Brad Upp (Board Member) $0 $0
Perrin Hamilton (President) $0 $0
Ross Mitchell (Treasurer) $0 $0
Christina Fink (Vice President) $0 $0
Gary Brock (Recording Secretary) $0 $0
Ken Brier (Corresponding Secretary) $0 $0
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990-EZ
Filed on Nov. 14, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$118,791
Expenses
$31,448
Net Income
$87,343
Net Assets
$160,705
Notable Sources of Revenue Percent of Total Revenue
Contributions $102,317
86.1%
Program Services $0
Investment Income $1,155
1.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $15,319
12.9%
Assets/Debt
Total Assets $162,953
Total Liabilities $2,248
Net Assets $160,705

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$19,234
Expenses
$21,633
Net Income
-$2,399
Net Assets
$71,866
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,673
19.1%
Program Services $0
Investment Income $179
0.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $15,382
80.0%
Assets/Debt
Total Assets $74,122
Total Liabilities $2,256
Net Assets $71,866
Compensation
Key Employees and Officers Compensation Other
Gerald Francis (President) $7,800 $0
Barbara Mc Elory (Recording Secetary) $0 $0
Ted Goldsborough (Immediate Past President) $0 $0
Max Buten (Director) $0 $0
Leon Levine (Treasurer) $0 $0
Carol Strickland (Director) $0 $0
Ken Brier (Vice President) $0 $0
Joanne Murray (Director) $0 $0
Perrin Hamilton (Recording Sec) $0 $0
Martha Moffat (Director) $0 $0
Gary Brock (Director) $0 $0
Christina Fink (Director) $0 $0
Ross Mitchell (Director) $0 $0
Brad Upp (Director) $0 $0
Rachel Wolgemuth (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on July 8, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$24,849
Expenses
$26,334
Net Income
-$1,485
Net Assets
$74,265
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,740
51.3%
Program Services $0
Investment Income $191
0.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $11,918
48.0%
Assets/Debt
Total Assets $75,867
Total Liabilities $1,602
Net Assets $74,265
Compensation
Key Employees and Officers Compensation Other
Gerald Francis (President) $7,800 $0
Barbara Mc Elory (Recording Secetary) $0 $0
Ted Goldsborough (Immediate Past President) $0 $0
Max Buten (Director) $0 $0
Leon Levine (Treasurer) $0 $0
Carol Strickland (Director) $0 $0
Ken Brier (Vice President) $0 $0
Joanne Murray (Director) $0 $0
Perrin Hamilton (Recording Sec) $0 $0
Martha Moffat (Director) $0 $0
Gary Brock (Director) $0 $0
Christina Fink (Director) $0 $0
Ross Mitchell (Director) $0 $0
Brad Upp (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on March 6, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$27,770
Expenses
$28,475
Net Income
-$705
Net Assets
$75,750
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,167
22.2%
Investment Income $197
0.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $11,875
42.8%
Assets/Debt
Total Assets $77,171
Total Liabilities $1,421
Net Assets $75,750
Compensation
Key Employees and Officers Compensation Other
Gerald Francis (President) $7,800 $0
Barbara Mc Elory (Recording Secetary) $0 $0
Ted Goldsborough (Immediate Past President) $0 $0
Max Buten (Director) $0 $0
Leon Levine (Treasurer) $0 $0
Carole Strickland (Director) $0 $0
Ken Brier (Vice President) $0 $0
Joanne Murray (Director) $0 $0
Perrin Hamilton (Recording Sec) $0 $0
Martha Moffat (Director) $0 $0
Gary Brock (Director) $0 $0
Christina Fink (Director) $0 $0
Ross Mitchell (Director) $0 $0
Brad Upp (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Sept. 17, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$20,065
Expenses
$21,370
Net Income
-$1,305
Net Assets
$76,455
Notable Sources of Revenue Percent of Total Revenue
Contributions $788
3.9%
Program Services $0
Investment Income $180
0.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $258
1.3%
Other Revenue $13,498
67.3%
Assets/Debt
Total Assets $77,884
Total Liabilities $1,429
Net Assets $76,455
Compensation
Key Employees and Officers Compensation Other
Gerald Francis (President) $7,800 $0
Barbara Mc Elory (Recording Secetary) $0 $0
Ted Goldsborough (Immediate Past President) $0 $0
Max Buten (Director) $0 $0
Leon Levine (Treasurer) $0 $0
Pete Hoskins (Director) $0 $0
Ken Brier (Vice President) $0 $0
Joanne Murray (Director) $0 $0
Perrin Hamilton (Director) $0 $0
Martha Moffat (Director) $0 $0
Louis Barson (Director) $0 $0
Patrick Doyle Sr (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on April 14, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$20,673
Expenses
$17,373
Net Income
$3,300
Net Assets
$77,760
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,290
6.2%
Program Services $53
0.3%
Investment Income $173
0.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $628
3.0%
Other Revenue $13,600
65.8%
Assets/Debt
Total Assets $79,211
Total Liabilities $1,451
Net Assets $77,760

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$21,852
Expenses
$17,072
Net Income
$4,780
Net Assets
$74,460
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,585
16.4%
Program Services $236
1.1%
Investment Income $141
0.6%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales -$1,092
Other Revenue $13,531
61.9%
Assets/Debt
Total Assets $75,260
Total Liabilities $800
Net Assets $74,460
Compensation
Key Employees and Officers Compensation Other
Gerald Francis (President) $0 $0
Stephen Selinger (Corresponding Secretary) $0 $0
Barbara Mc Elory (Recording Secetary) $0 $0
Ted Goldsborough (Immediate Past President) $0 $0
Max Buten (Director) $0 $0
Leon Levine (Treasurer) $0 $0
Pete Hoskins (Director) $0 $0
Ken Brier (Vice President) $0 $0
Joanne Murray (Director) $0 $0
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Document Links

990-EZ
Filed on July 8, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$29,224
Expenses
$16,589
Net Income
$12,635
Net Assets
$69,680
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,386
45.8%
Program Services $658
2.3%
Investment Income $178
0.6%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $531
1.8%
Other Revenue $10,261
35.1%
Assets/Debt
Total Assets $70,480
Total Liabilities $800
Net Assets $69,680
Compensation
Key Employees and Officers Compensation Other
Gerald Francis (President) $0 $0
Stephen Selinger (Corresponding Secretary) $0 $0
Barbara Mc Elory (Recording Secetary) $0 $0
Ted Goldsborough (Immediate Past President) $0 $0
Max Buten (Director) $0 $0
Leon Levine (Treasurer) $0 $0
Pete Hoskins (Director) $0 $0
Ken Brier (Vice President) $0 $0
Joanne Murray (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on June 5, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$59,807
Expenses
$44,669
Net Income
$15,138
Net Assets
$57,045
Notable Sources of Revenue Percent of Total Revenue
Contributions $43,438
72.6%
Program Services $400
0.7%
Investment Income $145
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $661
1.1%
Other Revenue $9,963
16.7%
Assets/Debt
Total Assets $58,093
Total Liabilities $1,048
Net Assets $57,045

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$37,882
Expenses
$24,359
Net Income
$13,523
Net Assets
$41,907
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,387
48.5%
Program Services $0
Investment Income $9,747
25.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $2,048
5.4%
Other Revenue $0
Assets/Debt
Total Assets $42,953
Total Liabilities $1,046
Net Assets $41,907

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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