2024-07-23T06:30:24-05:00 2024-03-31 231909723 MCKONLY & ASBURY LLP 415 FALLOWFIELD ROAD CAMP HILL PA 17011 990 2023-04-01 232019266 BERWICK HISTORICAL SOCIETY BERW 5707598020 PO BOX 301 BERWICK PA 18603 JOE CAPPELLONI SECRETARY / TREASURER 5707598020 2024-07-22 1 JOE CAPPELLONI XXX-XX-XXXX 1 ALYSSA N IRISH P02389116 7177617910 2024-07-22 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z JOE CAPPELLONI PO BOX 301 BERWICK PA 18603 584925 0 X WWW.BERWICKHISTORICALSOCIETY.ORG X 1940 PA IDENTIFY AND ENCOURAGE THE PRESERVATION OF HISTORICAL SITES AND BUILDINGS; TO COLLECT RECORDS, DOCUMENTS AND ARTIFACTS THAT PERTAIN TO THE HISTORY OF THE BERWICK, PA AREA; TO COLLECT AND PRESERVE DOCUMENTS AND RECORDS SIGNIFICANT TO THE RESEARCH IN GENEAOLGY; TO ENCOURAGE RESEARCH IN THE HISTORY OF THE AREA AND THE WRITING AND PUBLICATION OF THE RESULTS OF SUCH RESEARCH. 12 12 2 80 0 0 175756 172560 9226 16450 22387 58629 20313 25735 227682 273374 0 0 0 0 74789 87755 0 0 16314 174711 122749 249500 210504 -21818 62870 1555750 1592400 5073 6301 1550677 1586099 X IDENTIFY AND ENCOURAGE THE PRESERVATION OF HISTORICAL SITES AND BUILDINGS; TO COLLECT RECORDS, DOCUMENTS AND ARTIFACTS THAT PERTAIN TO THE HISTORY OF THE BERWICK, PA AREA; TO COLLECT AND PRESERVE DOCUMENTS AND RECORDS SIGNIFICANT TO THE RESEARCH IN GENEAOLGY; TO ENCOURAGE RESEARCH IN THE HISTORY OF THE AREA AND THE WRITING AND PUBLICATION OF THE RESULTS OF SUCH RESEARCH. 0 0 139188 19556 IDENTIFY AND ENCOURAGE THE PRESERVATION OF HISTORICAL SITES AND BUILDINGS; TO COLLECT RECORDS, DOCUMENTS AND ARTIFACTS THAT PERTAIN TO THE HISTORY OF THE BERWICK, PA AREA; TO COLLECT AND PRESERVE DOCUMENTS AND RECORDS SIGNIFICANT TO THE RESEARCH IN GENEAOLGY; TO ENCOURAGE RESEARCH IN THE HISTORY OF THE AREA AND THE WRITING AND PUBLICATION OF THE RESULTS OF SUCH RESEARCH. 139188 1 1 0 0 0 0 0 1 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 PA X JOSEPH CAPPELLONI 5707598020 PO BOX 301 BERWICK PA 18603 CATHERINE MENTRIKOSKI PRESIDENT 1.00 X X 0 0 0 TRACY GUERRIERO VICE PRESIDENT 1.00 X X 0 0 0 JOE CAPPELLONI SECRETARY AND TREASURER 4.00 X X 12000 0 0 JOANNE BOWER DIRECTOR 1.00 X 0 0 0 ROBERT A BULL DIRECTOR 1.00 X 0 0 0 JULIE CRISPIN DIRECTOR 1.00 X 0 0 0 BERNADETTE DIPIPPA DIRECTOR 1.00 X 0 0 0 DAVE LABOUR DIRECTOR 1.00 X 0 0 0 JENNIFER NARDI DIRECTOR 1.00 X 0 0 0 BETTY NEELY DIRECTOR 1.00 X 0 0 0 DANIELLE SADOCK DIRECTOR 1.00 X 0 0 0 JIM STOUT EXECUTIVE DIRECTOR 50.00 X 54530 0 0 66530 0 0 0 0 0 0 0 172560 172560 MEMBERSHIP DUES & ASSE 900099 11055 11055 HISTORICAL PROGRAMS 900099 5395 5395 16450 24024 24024 326603 291998 34605 34605 34605 32610 13939 18671 18671 9572 5614 3958 3958 MISCELLANEOUS 900099 3106 3106 3106 273374 19556 0 81258 66530 39918 19959 6653 21225 12735 6368 2122 7199 7199 2726 2726 5712 4570 286 856 3416 259 2951 206 50578 45328 2675 2575 4456 4456 11155 10040 558 557 10166 4120 4013 2033 COLLECTION PURCHASES 15047 15047 TELEPHONE AND INTERNET 6527 1305 4243 979 REPAIRS & MAINTENANCE 3295 2965 165 165 MISCELLANEOUS 1838 1838 634 175 291 168 210504 139188 55002 16314 82448 70411 52736 80767 17313 21522 635224 52734 294912 582490 542407 264772 565934 572438 1555750 1592400 5073 6301 5073 6301 X 1066600 1104813 484077 481286 1550677 1586099 1555750 1592400 X 62870 -47952 20504 X 1 X 0 0 0 X 253736 677401 104620 175756 172560 1384073 10378 21500 23522 20451 26022 101873 264114 698901 128142 196207 198582 1485946 32695 2373 6418 3013 17235 61734 38939 540360 45400 50000 55000 729699 71634 542733 51818 53013 72235 791433 694513 15191 14213 25062 26271 24024 104761 15191 14213 25062 26271 24024 104761 16306 16306 1947 8 54 408 3106 5523 297558 713122 153258 222886 225712 1612536 0.43070 0.42720 0.06500 0.06240 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 1,661. 2020 AMOUNT: $ 8. 2021 AMOUNT: $ 54. 2022 AMOUNT: $ 408. 2023 AMOUNT: $ 3,106. ANNUAL MEETING REVENUE - 2019 AMOUNT: $ 286. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 98208 98208 537016 52734 484282 582490 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY GIVING FOUNDATION 155659 FUNDS HELD IN TRUST BY OTHERS 416779 572438 DUE TO BERWICK BOROUGH 2800 OTHER CURRENT LIABILITIES 3501 6301 PART III, LINE 1A: THE ORGANIZATION'S COLLECTIONS CONSIST OF ARTIFACTS OF HISTORICAL SIGNIFICANCE AND ARE HELD FOR EDUCATIONAL AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. IT IS THE ORGANIZATION'S INTENT TO PRESERVE AND MAINTAIN THESE COLLECTIONS IN PERPETUITY WHEN FULFILLING ITS MISSION. COLLECTION ITEMS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THEIR SALES TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. THESE COLLECTIONS WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ORGANIZATION'S INCEPTION, AND ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. PART III, LINE 4: THE ORGANIZATION'S COLLECTIONS CONSIST OF HISTORICAL RECORDS, ANTIQUE FURNITURE, ART, AND OTHER VARIOUS ANTIQUE ITEMS, MANY OF WHICH ARE ON DISPLAY AT A PUBLIC MUSEUM THAT IS OPERATED BY THE BERWICK HISTORICAL SOCIETY TO PROMOTE THE PRESERVATION OF HISTORY AND TO EDUCATE THE PUBLIC ON THE HISTORY OF BERWICK, PENNSYLVANIA. VICTORIAN CHRISTMAS 16933 16933 5796 HAUNTED HISTORY TOURS 6465 6465 965 23398 23398 6761 6761 16637 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE INDIVIDUALS FROM THE BERWICK, PA AREA WHO ARE INTERESTED IN HISTORY AND GENEOLOGY FORM 990, PART VI, SECTION A, LINE 8B MINUTES ARE MAINTAINED OF BOARD MEETINGS FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS AVAILABLE AT THE ORGANIZATION'S OFFICE FOR BOARD DIRECTORS TO REVIEW AT THEIR CONVENIENCE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S BOARD REQUIRES EACH DIRECTOR AND OFFICER TO ANNUALLY REVIEW THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND TO SUBMIT A SIGNED CONFLICT OF INTEREST DISCLOSURE FORM. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 AND OTHER DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: INCREASE IN BENEFICIAL INTEREST 20,177. INCREASE IN VALUE OF PERPETUAL TRUST 327.