2026-02-13T08:49:20-06:00 2025-03-31 231386942 CAMPBELL RAPPOLD & YURASITS LLP 1033 S CEDAR CREST BLVD ALLENTOWN PA 181035443 990 2024-04-01 236394211 LEHIGH COUNTY HISTORICAL SOCIETY LEHI 6104351074 432 WALNUT STREET ALLENTOWN PA 18102 ALAN C FRANCE TREASURER 6104351074 2026-02-12 1 0 JASON L SERFASS CPA P01230026 6104357489 2026-02-12 2024 2025-03-06 01:10:19Z JIM HIGGINS 432 WALNUT STREET ALLENTOWN PA 18102 985929 0 X WWW.LCHS.MUSEUM X 1907 PA THE LEHIGH COUNTY HISTORICAL SOCIETY IS THE OFFICIAL HISTORICAL SOCIETY OF LEHIGH COUNTY, PA. WE MAINTAIN AND PRESERVE 4 HISTORICAL SITES. OUR TROXELL-STECKEL FARM MUSEUM IN WHITEHALL TOWNSHIP, PA WAS BUILT IN 1756. OUR 1770 COLONIAL STONE MANSION, KNOWN AS HISTORIC TROUT HALL IN ALLENTOWN, OUR ONE-ROOM 1893 SCHOOLHOUSE IN CLAUSSVILLE, PA, AND OUR HEADQUARTERS MUSEUM, THE 30,000 SQ. FT. LEHIGH VALLEY HERITAGE MUSEUM ARE AT THE HEART OF OUR MISSION. WE ALSO ADMINISTER TOURS AND PROGRAMS AT 3 COUNTY OWNED PROPERTIES: HAINES MILL MUSEUM, LOCKRIDGE FURNACE MUSEUM AND SAYLOR CEMENT MUSEUM. EACH YEAR WE INTERACT WITH AND EDUCATE MORE THAN 50,000 VISITORS AT ALL 7 OF THESE MUSEUM PROPERTIES. WE MAINTAIN AN ARCHIVE IN EXCESS OF 3,000,000 DOCUMENTS RELEVANT TO LEHIGH COUNTY, PENNSYLVANIA. WE CARE FOR 85,000 VINTAGE PHOTOGRAPHS AND THOUSANDS OF THREE-DIMENSIONAL OBJECTS RELATING TO THE HISTORY OF OUR REGION. WE ARE THE LEADING PROVIDER OF PUBLIC HISTORY PROGRAMS IN OUR REGION. 17 16 12 15 0 0 1039064 751498 26572 31908 196404 157808 36613 41298 1298653 982512 0 0 0 0 399557 423831 0 0 30477 581238 509064 980795 932895 317858 49617 8860017 9079011 54468 34819 8805549 9044192 TO COLLECT, PRESERVE & PUBLISH THE HISTORY & HISTORICAL DATA RELATIVE TO LEHIGH COUNTY FOR THE EDUCATION OF THE GENERAL PUBLIC 0 0 355542 27102 COLLECTIONS & EXHIBITS - TO MAINTAIN A HERITAGE CENTER AS WELL AS HISTORICAL PROPERTIES. 230019 38529 LIBRARY & ARCHIVES-MAINTAIN A LIBRARY WITH THE PURPOSE OF THE COLLECTION AND PRESERVATION OF THE HISTORY AND HISTORICAL DATA RELATIVE TO LEHIGH COUNTY FOR THE EDUCATION OF THE GENERAL PUBLIC. 152483 EDUCATION - EDUCATING PERSONS ABOUT HISTORY OF THE LEHIGH VALLEY 738044 1 1 0 0 0 0 0 1 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X SHEILA YOUST DIRECTOR OF ACCOUNTING 6104351074 432 WALNUT STREET ALLENTOWN PA 18102 ALAN FRANCE TREASURER 2.00 X X 0 0 0 DR MICHAEL GRAY TRUSTEE 2.00 X 0 0 0 MYRON YODER TRUSTEE 2.00 X 0 0 0 STEPHEN GEHRINGER 1ST VICE PRESIDENT 2.00 X X 0 0 0 ROBERT M MCGOVERN JR ASSISTANT SECRETARY 2.00 X X 0 0 0 ERIK OLSON SECRETARY 2.00 X X 0 0 0 ARDITH HILLIARD PRESIDENT 2.00 X X 0 0 0 JOHN SERVIS ASSISTANT TREASURER 2.00 X X 0 0 0 DAVID BAUSCH TRUSTEE 2.00 X 0 0 0 PHOEBE HARRIS TRUSTEE 2.00 X 0 0 0 RAYMOND ALLAMONG TRUSTEE 2.00 X 0 0 0 FREDERICK MONTGOMERY 2ND VICE PRESIDENT 2.00 X X 0 0 0 DR JAMES KINTZEL TRUSTEE 2.00 X 0 0 0 CHARLES SMITH TRUSTEE 2.00 X 0 0 0 MITZA MORALES TRUSTEE 2.00 X 0 0 0 JEFFREY DUTT EX-OFFICIO 2.00 X 0 0 0 JOSEPH GARRERA EXECUTIVE DIRECTOR (UNTIL 12/31/24) 60.00 X 110206 0 3285 JAMES HIGGINS EXECUTIVE DIRECTOR (BEGIN 1/1/25) 40.00 X 26829 0 0 137035 0 3285 1 0 0 0 0 66278 140024 545196 751498 ADMISSIONS AND TOURS 900099 24729 24729 RESEARCH FEES 900099 7179 7179 31908 157808 157808 7575 0 7575 7575 7575 5790 3417 2373 2373 SALE OF DONATED ITEMS 900099 31350 31350 31350 982512 65631 0 165383 162522 98677 41287 22558 218231 215632 2089 510 4179 4179 9631 6672 2136 823 29268 24298 3219 1751 2023 2023 33173 33173 3805 1050 2755 13650 13355 295 40338 31523 8753 62 8707 8707 51382 41596 8972 814 8424 4753 3671 200845 162589 35068 3188 51482 42216 8495 771 REPAIRS & RENOVATIONS 59026 59026 COLLECTION PURCHASES 15670 15670 HOSPITALITY 12649 12278 371 OTHER EXPENSES 6576 3291 3285 1314 1239 75 932895 738044 164374 30477 360954 231403 36806 260185 15738 24123 11750 11100 2597 3219 3091 4601 8457195 4613354 4020882 3843841 3278437 3577748 1129762 1122791 8860017 9079011 54468 34819 54468 34819 X 6613129 6898040 2192420 2146152 8805549 9044192 8860017 9079011 X 49617 195997 -6971 X X 0 1 X 1 0 X 408706 429188 475338 797826 611474 2722532 408706 429188 475338 797826 611474 2722532 792863 1929669 93994 126171 144197 226322 165383 756067 3303 1001 4304 3482903 120464 0.55400 0.57190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 0 0 861072 35170 896242 813227 47845 861072 874429 -61202 813227 851612 22817 874429 608708 242904 851612 0.47284 0.52716 0 1 0 41033 41033 7523898 3739335 3784563 493104 493103 1 377134 358890 18244 22026 22026 0 3843841 INVESTMENTS 3577748 F 3577748 OUTSIDE PERPETUAL TRUSTS 1122791 1122791 X 1171538 195997 -6971 189026 982512 0 982512 932895 0 932895 0 932895 PART III, LINE 1A: THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ORGANIZATION'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASE 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 IN THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THEIR SALES TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS OR FOR THE PRESERVATION OF EXISTING COLLECTIONS. PART III, LINE 4: THE ORGANIZATION'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE, SCIENTIFIC SPECIMENS, AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. AS PART OF ITS COLLECTIONS, THE ORGANIZATION HOLDS TITLE TO THE FOLLOWING PROPERTIES: CLAUSSVILLE SCHOOL HOUSE, TROXELL-STECKEL HOUSE, GRUBER HOUSE, RENINGER HOUSE, TROUT HALL AND ALLEN PARK. PART V, LINE 4: THE ORGANIZATION INVESTS THE ENDOWMENT FUNDS TO PRODUCE LONG-TERM CAPITAL GROWTH GENERATING COMPARABLE RETURNS TO CURRENT MARKET INDICES. THE ORGANIZATION IS PERMITTED TO SPEND THE EARNINGS OF THE FUND AT ITS DISCRETION. PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ACCOUNTING STANDARD FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFITS FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ORGANIZATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR LIABILITIES RECORDED FOR THE FISCAL YEARS 2025 AND 2024. THE ORGANIZATION FILES ITS 990 WITH THE UNITED STATES INTERNAL REVENUE SERVICE AND WITH THE BUREAU OF CHARITABLE ORGANIZATIONS IN PENNSYLVANIA. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF OUTSIDE PERPETUAL TRUSTS -6,971. FORM 990, PART VI, SECTION A, LINE 6 INDIVIDUALS AND BUSINESS MEMBERS OF THE COMMUNITY MAY PURCHASE MEMBERSHIPS ON AN ANNUAL BASIS. WITH THEIR MEMBERSHIP, THE MEMBERS ARE ENTITLED TO VOTE FOR BOARD MEMBERS AND ARE PERMITTED ADMITTANCE TO THE MUSEUM WITHOUT CHARGE. FORM 990, PART VI, SECTION A, LINE 7A AN ANNUAL MEETING IS HELD WHERE THE BOARD OF DIRECTORS ARE ELECTED. MEMBERS ARE INVITED TO ATTEND AND PARTICIPATE IN THE ELECTION OF OFFICERS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE 990 WILL BE SENT TO MEMBERS OF THE FINANCE COMMITTEE FOR COMMENTS. THE FORM WILL BE PROVIDED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE MONITORED BY THE EXECUTIVE COMMITTEE AND PRESIDENT FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE AND PERSONNEL COMMITTEE CONDUCTS A REVIEW EACH DECEMBER OF EXECUTIVE DIRECTOR COMPENSATION. OTHER KEY EMPLOYEES COMPENSATION IS ALSO REVIEWED BY THE EXECUTIVE AND PERSONNEL COMMITTEES. THE COMMITTEES DETERMINE FAIR COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF OUTSIDE PERPETUAL TRUSTS -6,971. PART XII, LINE 2C THE FINANCE COMMITTEE IS CHARGED WITH OVERSIGHT OF THE AUDIT.