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Nonprofit · EIN 23-1352322

HISTORICAL SOCIETY OF PENNSYLVANIA

Tax-exempt · PHILADELPHIA, PA 19107

Financials

$4.7M$3.7M2022$4M$4M2023$3.2M$3.8M2024
Revenue Expenses · by fiscal year end
Financials of HISTORICAL SOCIETY OF PENNSYLVANIA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$3,209,740$3,814,111-$604,371$31,782,765$389,490$31,393,275
June 30, 2024990$3,997,902$3,970,501$27,401$31,145,362$359,591$30,785,771
June 30, 2023990$4,650,125$3,681,513$968,612$31,218,256$1,126,489$30,091,767
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,868,661
of which government grants
$150,000
Program service revenue
$89,443
Investment income
$695,268
Royalties
$93,881
Net rental income
$48,420
Net gain from sales of assets
$376,997
Net income from fundraising events
-$30,898
Other revenue
$556,368

Expenses

Grants and similar amounts paid
$25,500
Compensation of officers, directors and key employees
$915,346
Other salaries and wages
$986,259
Salaries, compensation and benefits (total)
$2,224,415
Professional fundraising fees
$0
Legal fees
$9,077
Accounting fees
$47,395
Occupancy
$298,557
Travel
$28,836
Depreciation
$521,182
Program services (functional)
$2,560,762
Management and general (functional)
$804,544
Fundraising (functional)
$448,805

Balance sheet and other

Total assets, start of year
$31,145,362
Total assets, end of year
$31,782,765
Total liabilities, end of year
$389,490
Net assets, end of year
$31,393,275
Land, buildings and equipment
$7,725,352
Publicly traded securities
$12,887,975
Net assets without donor restrictions
$4,814,202
Net assets with donor restrictions
$26,579,073
Gross receipts
$5,846,744
Employees
32
Volunteers
59
Year formed
1824
State of legal domicile
PA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
David BrighamPresident & CEO
Officer
40$367,010$27,056
Bernadette VerebChief Administrative Officer
Officer
40$153,210$8,894
Cliff CoombsDirector of Information Tech.
Officer
40$95,169$19,458
Jon-Chris HatalskiChief Development Officer
Officer
40$102,712$6,214
Justina BarrettChief Learning & Engmt. Off.
Officer
40$72,327$12,231
Eric W NollBoard Chair
Trustee or director, Officer
5$0$0
J Rudy LewisExecutive Vice-Chair
Trustee or director, Officer
2$0$0
Jay RoseTreasurer
Trustee or director, Officer
2$0$0
Elizabeth MilroySecretary
Trustee or director, Officer
2$0$0
Liron Anderson-BellCouncilor
Trustee or director
1$0$0
Lori CohenCouncilor
Trustee or director
2$0$0
Paul CummingsCouncilor
Trustee or director
1$0$0
H Richard Dietrich IIICouncilor
Trustee or director
1$0$0
Theresa GaviganCouncilor
Trustee or director
1$0$0
Alice GeorgeCouncilor
Trustee or director
5$0$0
14 more people on this return
NameTitleHours / weekCompensation
Curlee HoltonCouncilor
Trustee or director
1$0
Martha Hutson-SaxtonCouncilor
Trustee or director
1$0
Walter LichtCouncilor
Trustee or director
1$0
John McMeekinCouncilor
Trustee or director
2$0
Georgiana NollCouncilor
Trustee or director
2$0
David OthmerCouncilor
Trustee or director
2$0
Tom RileyCouncilor
Trustee or director
1$0
Paul RobertsCouncilor
Trustee or director
1$0
Timothy SchantzCouncilor
Trustee or director
1$0
Henry SmithCouncilor
Trustee or director
1$0
Denise SmylerCouncilor
Trustee or director
1$0
Thomas HiscottCouncilor (Til 03/25)
Trustee or director
1$0
Ashley CookCouncilor
Trustee or director
1$0
Kate JigginsCouncilor
Trustee or director
1$0
990 for the year ended June 30, 2024: 31 people
NameTitleHours / weekCompensationOther / benefits
David BrighamPresident & CEO
Officer
40$354,790$39,318
Jon-Chris HatalskiChief Development Officer
Officer
40$98,765$5,042
Justina BarrettChief Learning & Engmt. Off.
Officer
40$70,016$17,002
Bernadette VerebChief Administrative Officer
Officer
40$62,694$8,864
Cliff CoombsDirector of Information Tech.
Officer
40$64,657$5,605
Eric W NollBoard Chair
Trustee or director, Officer
5$0$0
J Rudy LewisExecutive Vice-Chair
Trustee or director, Officer
2$0$0
Jay RoseTreasurer
Trustee or director, Officer
2$0$0
Elizabeth MilroySecretary
Trustee or director, Officer
2$0$0
Liron Anderson-BellCouncilor
Trustee or director
1$0$0
Lori CohenCouncilor
Trustee or director
2$0$0
Paul CummingsCouncilor
Trustee or director
1$0$0
H Richard Dietrich IIICouncilor
Trustee or director
1$0$0
Theresa GaviganCouncilor
Trustee or director
1$0$0
Alice GeorgeCouncilor
Trustee or director
5$0$0
Dale HeistCouncilor (thru 12/31/23)
Trustee or director
2$0$0
Curlee HoltonCouncilor
Trustee or director
1$0$0
Martha Hutson-SaxtonCouncilor
Trustee or director
1$0$0
Walter LichtCouncilor
Trustee or director
1$0$0
John McMeekinCouncilor
Trustee or director
2$0$0
Georgiana NollCouncilor
Trustee or director
2$0$0
David OthmerCouncilor
Trustee or director
2$0$0
Tom RileyCouncilor
Trustee or director
1$0$0
Paul RobertsCouncilor
Trustee or director
1$0$0
Timothy SchantzCouncilor
Trustee or director
1$0$0
Henry SmithCouncilor
Trustee or director
1$0$0
Denise SmylerCouncilor
Trustee or director
1$0$0
Kalela WilliamsCouncilor
Trustee or director
1$0$0
Thomas HiscottCouncilor
Trustee or director
1$0$0
Ashley CookCouncilor
Trustee or director
1$0$0
Kate JigginsCouncilor
Trustee or director
1$0$0
990 for the year ended June 30, 2023: 26 people
NameTitleHours / weekCompensationOther / benefits
DAVID BRIGHAMPRESIDENT & CEO
Officer
40$346,310$38,894
LEE ARNOLDCOO (UNTIL 8/31/22)
Officer
40$105,220$19,735
ANJEZA XHEMALICAO (UNTIL 2/25/23)
Officer
40$104,055$6,633
ERIC W NOLLBOARD CHAIR
Trustee or director, Officer
5$0$0
J RUDY LEWISEXECUTIVE VICE-CHAIR
Trustee or director, Officer
2$0$0
JAY ROSETREASURER
Trustee or director, Officer
2$0$0
ELIZABETH MILROYSECRETARY
Trustee or director, Officer
2$0$0
LIRON ANDERSON-BELLCOUNCILOR
Trustee or director
1$0$0
LORI COHENCOUNCILOR
Trustee or director
2$0$0
PAUL CUMMINGSCOUNCILOR
Trustee or director
1$0$0
H RICHARD DIETRICH IIICOUNCILOR
Trustee or director
1$0$0
TERESA GAVIGANCOUNCILOR
Trustee or director
1$0$0
ALICE GEORGECOUNCILOR
Trustee or director
5$0$0
DALE HEISTCOUNCILOR
Trustee or director
2$0$0
CURLEE HOLTONCOUNCILOR
Trustee or director
1$0$0
MARTHA HUTSON-SAXTONCOUNCILOR
Trustee or director
1$0$0
WALTER LICHTCOUNCILOR
Trustee or director
1$0$0
JOHN MCMEEKINCOUNCILOR
Trustee or director
1$0$0
GEORGIANA NOLLCOUNCILOR
Trustee or director
2$0$0
DAVID OTHMERCOUNCILOR
Trustee or director
2$0$0
TOM RILEYCOUNCILOR
Trustee or director
1$0$0
PAUL ROBERTSCOUNCILOR
Trustee or director
1$0$0
TIMOTHY SCHANTZCOUNCILOR
Trustee or director
1$0$0
HENRY SMITHCOUNCILOR
Trustee or director
1$0$0
DENISE SMYLERCOUNCILOR
Trustee or director
1$0$0
KALELA WILLIAMSCOUNCILOR
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
1300 LOCUST ST, PHILADELPHIA, PA 19107-5661
In care of
% DAVID BRIGHAM PRESIDENT & C
Principal officer (990 for 2024)
DAVID BRIGHAM, 1300 Locust Street, Philadelphia, PA 19107
Signed the 990
DAVID BRIGHAM, PRESIDENT & CEO
Phone
(215) 732-6200
Return prepared by
WITHUMSMITHBROWN PC

Mission

TO INSPIRE INDIVIDUALS AND ORGANIZATIONS TO CREATE A BETTER FUTURE THROUGH HISTORICAL UNDERSTANDING.

990 for the year ended June 30, 2025

Program accomplishments

  • HISTORY & HISTORICAL PROGRAMS, GENERAL/OTHER OPERATION OF A PREEMINENT UNITED STATES ARCHIVE AND RESEARCH LIBRARY WITH COLLECTIONS FROM 1682 TO THE PRESENT, PRESENTING EXHIBITS, EDUCATIONAL PROGRAMS AND PUBLICATIONS ON THE HISTORY AND CHANGING DIVERSITY OF OUR NATION.
    Expenses $1,862,404 · revenue $137,863
  • THE HISTORICAL SOCIETY OF PENNSYLVANIA SERVES AUDIENCES THROUGH A VARIETY OF EDUCATIONAL PROGRAMMING AND RESEARCH SERVICES, ALL STEMMING FROM ITS NATIONALLY SIGNIFICANT ARCHIVAL COLLECTION. PROGRAMS INCLUDE K-12 CURRICULAR MATERIAL/FIELD TRIPS, GENEALOGY WORKSHOPS, PANEL DISCUSSIONS, AND OTHER SCHOLARLY PROGRAMS. RESEARCH SERVICES INCLUDE READING ROOM RESEARCH HOURS, RESEARCH BY MAIL, RIGHTS AND REPRODUCTIONS, ONLINE COLLECTION CONTENT, RESEARCH FELLOWSHIPS, AND MORE.
    Expenses $698,358 · grants $25,500

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
23-1352322
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1928
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$31,782,765
Income (IRS master file)
$5,846,744

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$3,209,740$3,814,111$31,782,765IRS
990June 2024$3,997,902$3,970,501$31,145,362IRS
990June 2023$4,650,125$3,681,513$31,218,256XML
990June 2022$5,864,620$3,457,189$29,519,223IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-1352322).

Questions about HISTORICAL SOCIETY OF PENNSYLVANIA

What is the EIN of HISTORICAL SOCIETY OF PENNSYLVANIA?
The employer identification number (EIN) of HISTORICAL SOCIETY OF PENNSYLVANIA is 23-1352322.
Is HISTORICAL SOCIETY OF PENNSYLVANIA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1928.
Are donations to HISTORICAL SOCIETY OF PENNSYLVANIA tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HISTORICAL SOCIETY OF PENNSYLVANIA file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of HISTORICAL SOCIETY OF PENNSYLVANIA due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HISTORICAL SOCIETY OF PENNSYLVANIA last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of HISTORICAL SOCIETY OF PENNSYLVANIA?
The 990 for the year ended June 30, 2025 names DAVID BRIGHAM.
Who are the officers and directors of HISTORICAL SOCIETY OF PENNSYLVANIA?
The 990 for the year ended June 30, 2025 lists 29 people; 5 received compensation from the organization, the highest $367,010 (David Brigham, President & CEO).
How much revenue does HISTORICAL SOCIETY OF PENNSYLVANIA have?
On its 990 for the year ended June 30, 2025 it reported revenue of $3,209,740, expenses of $3,814,111 and total assets of $31,782,765 at year end.

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