2025-11-14T09:45:41-06:00 2024-12-31 231909723 MCKONLY & ASBURY LLP 415 FALLOWFIELD ROAD CAMP HILL PA 17011 990 2024-01-01 232208061 PUBLIC LIBRARY FOR UNION COUNTY PUBL 5705231172 255 REITZ BLVD LEWISBURG PA 17837 ALEX T SCHWARTZMAN DIRECTOR 5705231172 2025-11-14 1 1 JAMES P SHELLENBERGER P02449735 7177617910 2025-11-14 X 2024 2025-03-06 01:10:19Z ALEX T SCHWARTZMAN 255 REITZ BLVD LEWISBURG PA 17837 2276378 0 X WWW.UNIONCOUNTYLIBRARIES.ORG X 1982 PA THE PUBLIC LIBRARY FOR UNION COUNTY OFFERS FREE, PUBLIC ACCESS TO ALL OF ITS LIBRARY RESOURCES. THE LIBRARY'S COLLECTIONS AND SERVICES ARE DEVELOPED AND MAINTAINED FOR THE EDUCATION, INTELLECTUAL STIMULATION, AND PLEASURE OF ALL RESIDENTS OF THE SURROUNDING COMMUNITIES. LIBRARY MATERIALS AND PROGRAMS REFLECT A COMMITMENT TO ENRICHING AND ENHANCING THE LIVES OF ALL PATRONS. 12 12 19 102 0 0 337352 374157 21523 25987 210525 261511 121241 123662 690641 785317 0 0 0 0 518898 551470 0 0 32654 390172 380569 909070 932039 -218429 -146722 7826829 7953928 21726 61643 7805103 7892285 X THE PUBLIC LIBRARY FOR UNION COUNTY OFFERS FREE, PUBLIC ACCESS TO ALL OF ITS LIBRARY RESOURCES. THE LIBRARY'S COLLECTIONS AND SERVICES ARE DEVELOPED AND MAINTAINED FOR THE EDUCATION, INTELLECTUAL STIMULATION, AND PLEASURE OF ALL RESIDENTS OF THE SURROUNDING COMMUNITIES. LIBRARY MATERIALS AND PROGRAMS REFLECT A COMMITMENT TO ENRICHING AND ENHANCING THE LIVES OF ALL PATRONS. 0 0 677096 27448 THE PUBLIC LIBRARY FOR UNION COUNTY OFFERS FREE PUBLIC ACCESS TO ITS COLLECTION OF BOOKS, PERIODICALS, AUDIO-VISUAL MATERIALS AND RESEARCH DATABASES. IN ADDITION, THE LIBRARY ADMINISTERS EDUCATIONAL PROGRAMS AND COMMUNITY OUTREACH SERVICES DESIGNED TO IMPROVE THE OVERALL LITERARY EDUCATION AND QUALITY OF LIFE OF CITIZENS RESIDING IN SURROUNDING COMMUNITIES. 677096 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X ALEX T SCHWARTZMAN 5705231172 255 REITZ BLVD LEWISBURG PA 17837 BECKY PEREZ PRESIDENT 2.00 X X 0 0 0 ILENE LADD VICE PRESIDENT 2.00 X X 0 0 0 BOB FORTUNA TREASURER 2.00 X X 0 0 0 DIANE MEIXELL SECRETARY 2.00 X X 0 0 0 DAVID FLETCHER DIRECTOR 2.00 X 0 0 0 JILL FRANKLIN DIRECTOR 2.00 X 0 0 0 AMY HENSCHEL DIRECTOR 2.00 X 0 0 0 LOUISE KNIGHT DIRECTOR 2.00 X 0 0 0 SHARON KOPPEL DIRECTOR 2.00 X 0 0 0 MICHAEL MCCORMACK DIRECTOR 2.00 X 0 0 0 MARYJEAN MOSER DIRECTOR 2.00 X 0 0 0 KATHY PAUL DIRECTOR 2.00 X 0 0 0 RACHEL REEHER DIRECTOR 2.00 X 0 0 0 ROB SIECZKIEWICZ DIRECTOR 2.00 X 0 0 0 SUE ELLEN SPOTTS DIRECTOR 2.00 X 0 0 0 STEVE STANKO DIRECTOR 2.00 X 0 0 0 ALEX SCHWARTZMAN LIBRARY DIRECTOR 26.25 8.75 X 77853 0 11401 77853 0 11401 0 0 0 0 0 2815 250998 120344 374157 LIBRARY ACTIVITIES 900099 25987 25987 25987 89208 89208 1636136 1463833 172303 172303 172303 144723 26369 118354 118354 2320 859 1461 1461 MISCELLANEOUS 900099 3847 3847 3847 785317 27448 0 383712 66941 8033 47528 11380 358945 298179 57666 3100 90377 64981 22324 3072 35207 25314 8697 1196 11960 11960 24188 24188 5787 5787 1760 1408 176 176 744 744 113995 85496 22799 5700 10521 8416 1052 1053 COLLECTION MATERIALS 79600 79600 REPAIRS & MAINTENANCE 44151 35320 6622 2209 UTILITIES 33292 26634 4994 1664 COMPUTER EXPENSES 25151 20121 2515 2515 29420 22850 5981 589 932039 677096 222289 32654 95733 163756 44136 30660 71391 12974 8362 8126 5270749 2418663 2934648 2852086 3395303 3478827 1277256 1407499 7826829 7953928 21726 61643 21726 61643 X 7441856 7559724 363247 332561 7805103 7892285 7826829 7953928 X -146722 168982 64922 X 0 1 X 0 0 X 851924 1563568 412923 181688 218363 3228466 179388 182770 176282 155664 155794 849898 1031312 1746338 589205 337352 374157 4078364 599947 3478417 53505 49958 72774 82799 89208 348244 11552 13658 20780 21523 25987 93500 4520108 0.76950 0.75110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 308514 17295 15976 309053 307708 16782 15976 308514 307285 15693 15270 307708 305294 16640 14649 307285 302813 16311 13830 305294 0.00000 1.00000 0.00000 1 0 163932 163932 4667964 2010951 2657013 105833 93159 12674 333020 314553 18467 2852086 ASSETS HELD IN CHARITABLE REMAINDER TRUST 1342178 F FIRST COMMUNITY FOUNDATION PARTNERSHIP 65321 F 1407499 X 995033 168982 64922 233904 761129 24188 24188 785317 907851 0 907851 24188 24188 932039 PART V, LINE 4: ENDOWED FUNDS ARE TO BE USED TO SUPPORT THE LIBRARY'S OPERATIONS PART X, LINE 2: THE LIBRARY IS ESTABLISHED AS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON ITS EXEMPT INCOME UNDER SECTION 501(A) OF THE CODE. THE LIBRARY ADHERES TO THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES (ASC 740). ASC 740 ESTABLISHES RULES FOR RECOGNIZING AND MEASURING TAX POSITIONS IN AN INCOME TAX RETURN, INCLUDING DISCLOSURES OF UNCERTAIN TAX POSITIONS (UTPS). ASC 740 MANDATES THAT ORGANIZATIONS EVALUATE ALL MATERIAL INCOME TAX POSITIONS FOR PERIODS THAT REMAIN OPEN UNDER APPLICABLE STATUTES OF LIMITATION, AS WELL AS POSITIONS EXPECTED TO BE TAKEN IN FUTURE RETURNS. THE UTP RULES THEN IMPOSE A RECOGNITION THRESHOLD ON EACH TAX POSITION. AN ORGANIZATION CAN RECOGNIZE AN INCOME TAX BENEFIT ONLY IF THE POSITION HAS A "MORE LIKELY THAN NOT" (I.E. MORE THAN 50 PERCENT) CHANCE OF BEING SUSTAINED ON ITS TECHNICAL MERITS. DURING 2024 AND 2023, THE LIBRARY HAS TAKEN NO MATERIAL TAX POSITIONS ON ITS APPLICABLE TAX FILINGS THAT DO NOT MEET THE MORE LIKELY THAN NOT THRESHOLD. AS A RESULT, NO AMOUNT FOR UTPS HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. THE LIBRARY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE LIBRARY BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF ASSETS HELD IN CHARITABLE REMAINDER TRUST 64,922. X X X X 0 AUCTION 71111 71111 15742 BOOK SALE EVENT 24975 24975 1571 96086 96086 17313 17313 78773 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN ENTIRETY BY THE LIBRARY DIRECTOR AND BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES ARE REQUIRED TO ANNUALLY COMPLETE A CONFLICT-OF-INTEREST QUESTIONNAIRE. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE LIBRARY'S DIRECTOR IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES AND IS BASED ON COMPENSATION OF COMPARABLE POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE LIBRARY'S FORM 990 AND OTHER ORGANIZATION DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE LIBRARY'S OFFICE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF ASSETS HELD IN CHARITABLE REMAINDER TRUST 64,922. UNION COUNTY LIBRARY SYSTEM 255 REITZ BOULEVARD LEWISBURG PA 17837 232952095 PASS THROUGH FUNDING / REIMB OF EXPENSES PA 501C3 LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 UNION COUNTY LIBRARY SYSTEM C 253813 AMOUNT RECEIVED UNION COUNTY LIBRARY SYSTEM O 124477 AMOUNT PAID UNION COUNTY LIBRARY SYSTEM Q 60882 AMOUNT PAID