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Historical Society Of The Episcopal Church

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.

Category: Arts, Culture and Humanities / Historical Societies, Related Historical Activities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$135k (2024)

Expenses
$162k (2024)

Total Assets
$1.94M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

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.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$134,997
Expenses
$162,337
Net Income
-$27,340
Net Assets
$1,943,602
Notable Sources of Revenue Percent of Total Revenue
Contributions $27,053
20.0%
Program Services $10,518
7.8%
Investment Income $86,469
64.1%
Bond Proceeds $0
Royalties $10,417
7.7%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $540
0.4%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,943,602
Total Liabilities $0
Net Assets $1,943,602
Compensation
Key Employees and Officers Compensation Related Other
Lachlan Hassman (Director) $0 $0 $0
Julia Randle (Director) $0 $0 $0
Gardiner Shattuck (Director) $0 $0 $0
Qiana Johnson (Director) $0 $0 $0
Jonathan Lofft (Director) $0 $0 $0
Hannah Matis (Director) $0 $0 $0
Valerie Bailey Fischer (Director) $0 $0 $0
Benjamin Guyer (Director) $0 $0 $0
Yein Kim (Ewhp Representative) $0 $0 $0
Jeannie Terepka (Neha Representative) $0 $0 $0
John Runkle (1st Vice President) $0 $0 $0
Robyn Neville (2nd Vice President) $0 $0 $0
Susan Stonesifer (Secretary) $0 $0 $0
George De Filippi (Treasurer) $0 $0 $0
Sheryl Kujawa Holbrook (Historiographer) $0 $0 $0
Al Moss (Aaehc Co Chair) $0 $0 $0
J Michael Utzinger (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$139,989
Expenses
$170,008
Net Income
-$30,019
Net Assets
$1,843,633
Notable Sources of Revenue Percent of Total Revenue
Contributions $28,119
20.1%
Program Services $14,211
10.2%
Investment Income $88,099
62.9%
Bond Proceeds $0
Royalties $8,670
6.2%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $190
0.1%
Other Revenue $700
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,843,633
Total Liabilities $0
Net Assets $1,843,633
Compensation
Key Employees and Officers Compensation Related Other
Gardiner Shattuck (Director) $0 $0 $0
Julia Randle (Director) $0 $0 $0
Lachlan Hassman (Director) $0 $0 $0
Qiana Johnson (Director) $0 $0 $0
Jonathan Lofft (Director) $0 $0 $0
Hannah Matis (Director) $0 $0 $0
Lee Jefferson (Director) $0 $0 $0
Valerie Bailey Fischer (Director) $0 $0 $0
Benjamin Guyer (Director) $0 $0 $0
Michael Barlowe (Historiographer) $0 $0 $0
Jo Ann Barker (Ewhp Representative) $0 $0 $0
Jeannie Terepka (Neha Representative) $0 $0 $0
J Michael Utzinger (President) $0 $0 $0
John Runkle (1st Vice President) $0 $0 $0
Robyn Neville (2nd Vice President) $0 $0 $0
Susan Stonesifer (Secretary) $0 $0 $0
George De Filippi (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$130,115
Expenses
$146,173
Net Income
-$16,058
Net Assets
$1,739,666
Notable Sources of Revenue Percent of Total Revenue
Contributions $25,353
19.5%
Program Services $11,911
9.2%
Investment Income $82,059
63.1%
Bond Proceeds $0
Royalties $10,657
8.2%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $135
0.1%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,739,666
Total Liabilities $0
Net Assets $1,739,666
Compensation
Key Employees and Officers Compensation Related Other
Gardiner Shattuck (Trustee) $0 $0 $0
Julia Randle (Trustee) $0 $0 $0
Lachlan Hassman (Trustee) $0 $0 $0
Daniel Joslyn Siemiatkoski (Trustee) $0 $0 $0
Jonathan Musser (Trustee) $0 $0 $0
William Stafford (Trustee) $0 $0 $0
Lee Jefferson (Trustee) $0 $0 $0
Valerie Bailey Fischer (Trustee) $0 $0 $0
Benjamin Guyer (Trustee) $0 $0 $0
Michael Barlowe (Historiographer) $0 $0 $0
Jo Ann Barker (Ewhp Representative) $0 $0 $0
Jeannie Terepka (Neha Representative) $0 $0 $0
J Michael Utzinger (President) $0 $0 $0
John Runkle (1st Vice President) $0 $0 $0
Robyn Neville (2nd Vice President) $0 $0 $0
Susan Stonesifer (Secretary) $0 $0 $0
George De Filippi (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$122,754
Expenses
$112,274
Net Income
$10,480
Net Assets
$2,227,065
Notable Sources of Revenue Percent of Total Revenue
Contributions $23,432
19.1%
Program Services $11,750
9.6%
Investment Income $77,577
63.2%
Bond Proceeds $0
Royalties $9,960
8.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $35
0.0%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,227,065
Total Liabilities $0
Net Assets $2,227,065
Compensation
Key Employees and Officers Compensation Related Other
Gardiner Shattuck (Trustee) $0 $0 $0
Julia Randle (Trustee) $0 $0 $0
Lauren Winner (Trustee) $0 $0 $0
Daniel Joslyn Siemiatkoski (Trustee) $0 $0 $0
Jonathan Musser (Trustee) $0 $0 $0
William Stafford (Trustee) $0 $0 $0
Lee Jefferson (Trustee) $0 $0 $0
Valerie Bailey Fischer (Trustee) $0 $0 $0
Benjamin Guyer (Trustee) $0 $0 $0
R Bruce Mullin (Historiographer) $0 $0 $0
Jeannie Terepka (Neha Representative) $0 $0 $0
Jo Ann Barker (Ewhp Representative) $0 $0 $0
Robyn M Neville (President) $0 $0 $0
J Michael Utzinger (1st Vice President) $0 $0 $0
John Runkle (2nd Vice President) $0 $0 $0
Pamela Cochran (Secretary) $0 $0 $0
George De Filippi (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$119,131
Expenses
$94,660
Net Income
$24,471
Net Assets
$2,117,442
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,869
15.8%
Program Services $14,461
12.1%
Investment Income $76,552
64.3%
Bond Proceeds $0
Royalties $9,239
7.8%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $10
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,117,442
Total Liabilities $0
Net Assets $2,117,442
Compensation
Key Employees and Officers Compensation Related Other
Charles Farrar (Director) $0 $0 $0
Julia Randle (Director) $0 $0 $0
Gardiner Shattuck (Director) $0 $0 $0
Lauren Winner (Director) $0 $0 $0
Daniel Joslyn Siemiatkoski (Director) $0 $0 $0
Jonathan Musser (Director) $0 $0 $0
William Stafford (Director) $0 $0 $0
Robert Bruce Mullin (Historiographer, Tec) $0 $0 $0
Alfred Moss (Chair, Aaehc) $0 $0 $0
Jeannie Terepka (President Pro Tem, Neha) $0 $0 $0
Jo Ann Barker (President, Ewhp) $0 $0 $0
Robyn M Neville (President) $0 $0 $0
J Michael Utzinger (First Vice President) $0 $0 $0
Robert W Prichard (Second Vice President) $0 $0 $0
Pamela Cochran (Secretary) $0 $0 $0
Robert Tobin (Director) $0 $0 $0
John Runkle (Director) $0 $0 $0
George De Filippi (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$157,481
Expenses
$138,649
Net Income
$18,832
Net Assets
$1,799,446
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,455
9.8%
Program Services $38,365
24.4%
Investment Income $95,172
60.4%
Bond Proceeds $0
Royalties $8,489
5.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,799,446
Total Liabilities $0
Net Assets $1,799,446
Compensation
Key Employees and Officers Compensation Related Other
Daniel Joslyn Siemiatkoski (Director) $0 $0 $0
Jonathan Musser (Director) $0 $0 $0
William Stafford (Director) $0 $0 $0
Robert Tobin (Director) $0 $0 $0
John Runkle (Director) $0 $0 $0
Charles Farrar (Director) $0 $0 $0
Julia Randle (Director) $0 $0 $0
Gardiner Shattuck (Director) $0 $0 $0
Lauren Winner (Director) $0 $0 $0
Robert Bruce Mullin (Historiographer, Tec) $0 $0 $0
Alfred Moss (Chair, Aaehc) $0 $0 $0
Jeannie Terepka (President Pro Tem, Neha) $0 $0 $0
Jo Ann Barker (President, Ewhp) $0 $0 $0
Robyn M Neville (President) $0 $0 $0
J Michael Utzinger (First Vice President) $0 $0 $0
Robert W Prichard (Second Vice President) $0 $0 $0
Pamela Cochran (Secretary) $0 $0 $0
Bob Panfil (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$89,591
Expenses
$112,609
Net Income
-$23,018
Net Assets
$1,556,539
Notable Sources of Revenue Percent of Total Revenue
Contributions $17,954
20.0%
Program Services $8,117
9.1%
Investment Income $55,490
61.9%
Bond Proceeds $0
Royalties $7,968
8.9%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $62
0.1%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,556,539
Total Liabilities $0
Net Assets $1,556,539
Compensation
Key Employees and Officers Compensation Related Other
Nancy Hurn (Director) $0 $0 $0
Sylvia Sweeney (Director) $0 $0 $0
Lauren Winner (Director) $0 $0 $0
Jonathan Musser (Director) $0 $0 $0
Daniel Joslyn Siemiatkoski (Director) $0 $0 $0
William Stafford (Director) $0 $0 $0
Robert Tobin (Director) $0 $0 $0
Terrence A Walker (Director) $0 $0 $0
Jo Ann Barker (President, Ewhp) $0 $0 $0
Susan Stonesifer (President, Neha) $0 $0 $0
Robyn M Neville (President) $0 $0 $0
J Michael Utzinger (First Vice President) $0 $0 $0
Robert W Prichard (Second Vice President) $0 $0 $0
Pamela Cochran (Secretary) $0 $0 $0
Bob Panfil (Treasurer) $0 $0 $0
Robert Bruce Mullin (Historiographer, Tec) $0 $0 $0
Alfred Moss (Chair, Aaehc) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$101,649
Expenses
$97,456
Net Income
$4,193
Net Assets
$1,763,166
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,680
15.4%
Program Services $6,599
6.5%
Investment Income $71,515
70.4%
Bond Proceeds $27
0.0%
Royalties $7,738
7.6%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $90
0.1%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,763,166
Total Liabilities $0
Net Assets $1,763,166
Compensation
Key Employees and Officers Compensation Related Other
Nancy Hurn (Director) $0 $0 $0
Sylvia Sweeney (Director) $0 $0 $0
Lauren Winner (Director) $0 $0 $0
Jonathan Musser (Director) $0 $0 $0
Daniel Joslyn Siemiatkoski (Director) $0 $0 $0
William Stafford (Director) $0 $0 $0
Suzanne G Bowles (Director) $0 $0 $0
Robert Tobin (Director) $0 $0 $0
Susan Stonesifer (President, Neha) $0 $0 $0
Jo Ann Barker (President, Ewhp) $0 $0 $0
Terrence A Walker (Director) $0 $0 $0
Robyn M Neville (President) $0 $0 $0
J Michael Utzinger (First Vice President) $0 $0 $0
Robert W Prichard (Second Vice President) $0 $0 $0
Pamela Cochran (Secretary) $0 $0 $0
Bob Panfil (Treasurer) $0 $0 $0
Robert Bruce Mullin (Historiographer, Tec) $0 $0 $0
Alfred Moss (Chair, Aaehc) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$97,444
Expenses
$101,836
Net Income
-$4,392
Net Assets
$1,563,306
Notable Sources of Revenue Percent of Total Revenue
Contributions $20,040
20.6%
Program Services $19,114
19.6%
Investment Income $51,979
53.3%
Bond Proceeds $0
Royalties $6,106
6.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $205
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,563,306
Total Liabilities $0
Net Assets $1,563,306
Compensation
Key Employees and Officers Compensation Related Other
Nicholas M Beasley (Director) $0 $0 $0
Benjamin John King (Director) $0 $0 $0
Jonathan Musser (Director) $0 $0 $0
Luisa E Bonillas (Director) $0 $0 $0
Robert Tobin (Director) $0 $0 $0
Nancy Hurn (Director) $0 $0 $0
Sylvia Sweeney (Director) $0 $0 $0
Lauren Winner (Director) $0 $0 $0
Alfred Moss (Chair, Aaehc) $0 $0 $0
Susan Stonesifer (President, Neha) $0 $0 $0
Matilda Dunn (President, Ewhp) $0 $0 $0
Robert Bruce Mullin (Historiographer, Tec) $0 $0 $0
Robyn M Neville (President) $0 $0 $0
J Michael Utzinger (First Vice President) $0 $0 $0
Robert W Prichard (Second Vice President) $0 $0 $0
Pamela Cochran (Secretary) $0 $0 $0
Bob Panfil (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$78,922
Expenses
$98,826
Net Income
-$19,904
Net Assets
$1,569,918
Notable Sources of Revenue Percent of Total Revenue
Contributions $17,736
22.5%
Program Services $8,158
10.3%
Investment Income $49,084
62.2%
Bond Proceeds $0
Royalties $3,944
5.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,569,918
Total Liabilities $0
Net Assets $1,569,918
Compensation
Key Employees and Officers Compensation Related Other
Edward Bond (Editor) $10,000 $0 $0
Robert W Prichard (President) $0 $0 $0
Pamela Cochran (Vice President) $0 $0 $0
J Michael Utzinger (Secretary) $0 $0 $0
Bob Panfil (Treasurer) $0 $0 $0
Lauren Winner (Director) $0 $0 $0
Nancy Hurn (Director) $0 $0 $0
Sylvia Sweeney (Director) $0 $0 $0
Nicholas M Beasley (Director) $0 $0 $0
Benjamin John King (Director) $0 $0 $0
Cordelia A Moyse (Director) $0 $0 $0
Luisa E Bonillas (Director) $0 $0 $0
Robyn M Neville (Director) $0 $0 $0
Robert Tobin (Director) $0 $0 $0
Alfred Moss (Chair, Aaehc) $0 $0 $0
Susan Stonesifer (President, Neha) $0 $0 $0
Matilda Dunn (President, Ewhp) $0 $0 $0
Robert Bruce Mullin (Historiographer, Tec) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$92,259
Expenses
$92,373
Net Income
-$114
Net Assets
$1,677,947
Notable Sources of Revenue Percent of Total Revenue
Contributions $21,413
23.2%
Program Services $6,467
7.0%
Investment Income $63,082
68.4%
Bond Proceeds $0
Royalties $1,297
1.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $23,916
25.9%
Assets/Debt
Total Assets $1,677,947
Total Liabilities $0
Net Assets $1,677,947

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$92,350
Expenses
$98,893
Net Income
-$6,543
Net Assets
$1,642,867
Notable Sources of Revenue Percent of Total Revenue
Contributions $19,350
21.0%
Program Services $867
0.9%
Investment Income $67,844
73.5%
Bond Proceeds $0
Royalties $4,289
4.6%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $10,000
10.1%
Assets/Debt
Total Assets $1,643,064
Total Liabilities $197
Net Assets $1,642,867

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$98,490
Expenses
$93,295
Net Income
$5,195
Net Assets
$1,445,436
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,731
16.0%
Program Services $172
0.2%
Investment Income $76,049
77.2%
Bond Proceeds $0
Royalties $6,537
6.6%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $10,000
10.7%
Assets/Debt
Total Assets $1,445,573
Total Liabilities $137
Net Assets $1,445,436

Document Links

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.

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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 »

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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.
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