What is the EIN of HISTORICAL SOCIETY OF BERKS COUNTY?

The employer identification number (EIN) of HISTORICAL SOCIETY OF BERKS COUNTY is 23-1421917.

Is HISTORICAL SOCIETY OF BERKS COUNTY tax-exempt?

Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1939.

Are donations to HISTORICAL SOCIETY OF BERKS COUNTY tax-deductible?

Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).

When is the next return of HISTORICAL SOCIETY OF BERKS COUNTY 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 BERKS COUNTY 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 BERKS COUNTY?

The 990 for the year ended June 30, 2025 names FRED SHEELER.

Who are the officers and directors of HISTORICAL SOCIETY OF BERKS COUNTY?

The 990 for the year ended June 30, 2025 lists 22 people; 2 received compensation from the organization, the highest $93,728 (BENJAMIN NEELY, EXEC. DIRECTOR).

How much revenue does HISTORICAL SOCIETY OF BERKS COUNTY have?

On its 990 for the year ended June 30, 2025 it reported revenue of $631,718, expenses of $990,260 and total assets of $10,294,641 at year end.

Nonprofit · EIN 23-1421917

HISTORICAL SOCIETY OF BERKS COUNTY

Tax-exempt · READING, PA 19601

Financials

Revenue Expenses · by fiscal year end

Financials of HISTORICAL SOCIETY OF BERKS COUNTY by year, from its e-filed returns
Year ended	Form	Revenue	Expenses	Net income	Total assets	Liabilities	Net assets
June 30, 2025	990	$631,718	$990,260	-$358,542	$10,294,641	$166,539	$10,128,102
June 30, 2024	990	$1,173,506	$976,033	$197,473	$10,392,245	$106,025	$10,286,220
June 30, 2023	990 (amended)	$2,027,668	$1,040,815	$986,853	$10,067,619	$65,799	$10,001,820

Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants: $298,358
of which government grants: $36,502
Program service revenue: $143,243
Investment income: $131,385
Net gain from sales of assets: $19,422
Net income from fundraising events: $3,019
Net income from sales of inventory: $4,040
Other revenue: $58,732

Expenses

Grants and similar amounts paid: $0
Compensation of officers, directors and key employees: $92,864
Other salaries and wages: $305,552
Salaries, compensation and benefits (total): $449,168
Professional fundraising fees: $63,814
Occupancy: $112,067
Depreciation: $73,481
Program services (functional): $580,481
Management and general (functional): $296,751
Fundraising (functional): $113,028

Balance sheet and other

Total assets, start of year: $10,392,245
Total assets, end of year: $10,294,641
Total liabilities, end of year: $166,539
Net assets, end of year: $10,128,102
Land, buildings and equipment: $1,027,463
Publicly traded securities: $2,509,122
Net assets without donor restrictions: $7,470,207
Net assets with donor restrictions: $2,657,895
Gross receipts: $642,044
Employees: 6
Volunteers: 70
Year formed: 1869
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.

Name	Title	Hours / week	Compensation
BENJAMIN NEELY	EXEC. DIRECTOR Officer	40	$93,728
CHARLES J ADAMS III	MEMBER Trustee or director	2	$4,000
FREDERICK SHEELER	PRESIDENT Trustee or director, Officer	8	$0
STEVE YARNELL	VICE PRESIDENT Trustee or director, Officer	2	$0
LINDA KELLEHER	SECRETARY Trustee or director, Officer	2	$0
KIM RESSLER	TREASURER Trustee or director, Officer	4	$0
LORI MUHLENBERG	ASSISTANT SECRETARY Trustee or director, Officer	2	$0
BRIAN C ENGELHARDT	ASSISTANT TREASURER Trustee or director, Officer	3	$0
CORRIE CRUPI-ZANA	MEMBER Trustee or director	2	$0
DONNA REED	MEMBER Trustee or director	2	$0
EDWIN L STOCK ESQ	MEMBER Trustee or director	2	$0
BRADFORD KISSAM	MEMBER Trustee or director	3	$0
RONALD M KOZAK	MEMBER Trustee or director	2	$0
CHAD SCHLANGER	MEMBER Trustee or director	2	$0
ALEX BOLLINGER	MEMBER Trustee or director	2	$0

7 more people on this return

Name	Title	Hours / week	Compensation
BRUCE COHEN	MEMBER Trustee or director	2	$0
AMANDA FUNK	MEMBER Trustee or director	2	$0
HASSAN GOURAMA	MEMBER Trustee or director	2	$0
NANCY OMAHA BOY	MEMBER Trustee or director	2	$0
M CATHERINE SHEARER	MEMBER Trustee or director	2	$0
ALAN SHUMAN	MEMBER Trustee or director	8	$0
ELAM STOLTZFUS	MEMBER Trustee or director	2	$0

990 for the year ended June 30, 2024: 22 people

Name	Title	Hours / week	Compensation
BENJAMIN NEELY	EXEC. DIRECTOR Officer	40	$91,796
CHARLES J ADAMS III	MEMBER Trustee or director	2	$4,000
FREDERICK SHEELER	PRESIDENT Trustee or director, Officer	8	$0
LINDA KELLEHER	SECRETARY Trustee or director, Officer	3	$0
STEVE YARNELL	VICE PRESIDENT Trustee or director, Officer	3	$0
KIM RESSLER	TREASURER Trustee or director, Officer	3	$0
LORI MUHLENBERG	ASSISTANT SECRETARY Trustee or director, Officer	2	$0
CORRIE CRUPI-ZANA	MEMBER Trustee or director	2	$0
BRIAN C ENGELHARDT	ASSISTANT TREASURER Trustee or director, Officer	2	$0
DONNA REED	MEMBER Trustee or director	2	$0
EDWIN L STOCK ESQ	MEMBER Trustee or director	2	$0
BRADFORD KISSAM	MEMBER Trustee or director	2	$0
RONALD M KOZAK	MEMBER Trustee or director	2	$0
CHAD SCHLANGER	MEMBER Trustee or director	2	$0
ALEX BOLLINGER	MEMBER Trustee or director	2	$0
BRUCE COHEN	MEMBER Trustee or director	2	$0
AMANDA FUNK	MEMBER Trustee or director	2	$0
GOURAMA HASSAN	MEMBER Trustee or director	2	$0
NANCY OMAHA BOY	MEMBER Trustee or director	2	$0
M CATHERINE SHEARER	MEMBER Trustee or director	2	$0
ALAN SHUMAN	MEMBER Trustee or director	2	$0
ELAM STOLTZFUS	MEMBER Trustee or director	2	$0

990 for the year ended June 30, 2023: 24 people

Name	Title	Hours / week	Compensation
BENJAMIN NEELY	EXEC. DIRECTOR Officer	40	$85,944
CHARLES J ADAMS III	MEMBER Trustee or director	2	$4,000
FLOYD TURNER	PRESIDENT Trustee or director, Officer	8	$0
LINDA KELLEHER	SECRETARY Trustee or director, Officer	3	$0
JONATHAN DEL COOLLO	VICE PRESIDENT Trustee or director, Officer	3	$0
ALEX BOLLINGER	TREASURER Trustee or director, Officer	3	$0
CHERYL ALLERTON ESQ	SECRETARY Trustee or director, Officer	2	$0
LORI MUHLENBERG	MEMBER Trustee or director	2	$0
CORRIE CRUPI-ZANA	MEMBER Trustee or director	2	$0
KEVIN S BARNHARDT	MEMBER Trustee or director	2	$0
BRIAN C ENGELHARDT	MEMBER Trustee or director	2	$0
JEFFREY GORRIN	MEMBER Trustee or director	2	$0
BARRY KAUFFMAN	MEMBER Trustee or director	2	$0
SUSAN WEISER	MEMBER Trustee or director	2	$0
RICHARD POLITYKA	MEMBER Trustee or director	2	$0
KIM L RESSLER	MEMBER Trustee or director	2	$0
DAVID WAGAMAN	MEMBER Trustee or director	2	$0
AMY RESH	MEMBER Trustee or director	2	$0
DONNA REED	MEMBER Trustee or director	2	$0
MONICA WILLETT	MEMBER Trustee or director	2	$0
EDWIN L STOCK ESQ	MEMBER Trustee or director	2	$0
BRADFORD KISSAM	MEMBER Trustee or director	2	$0
RONALD M KOZAK	MEMBER Trustee or director	2	$0
CHAD SCHLANGER	MEMBER Trustee or director	2	$0

Address and contacts

Address (IRS master file): 940 CENTRE AVE, READING, PA 19601-2106
Principal officer (990 for 2024): FRED SHEELER, 940 CENTRE AVENUE, READING, PA 19601
Signed the 990: FRED SHEELER, PRESIDENT
Phone: (610) 375-4375
Website: WWW.BERKSHISTORY.ORG
Return prepared by: RKL LLP

Mission

BERKS HISTORY CENTER LEADS THE WAY IN TELLING THE UNIQUE STORY OF BERKS COUNTY & ITS DIVERSE PEOPLE, WITH THE AIM OF BUILDING AN INCLUSIVE UNDERSTANDING OF OUR IMPACT ON NATIONAL HISTORY, STRENGTHENING OUR COMMUNITY & INSPIRING AUDIENCES NOW & IN THE FUTURE.
990 for the year ended June 30, 2025

Program accomplishments

HISTORIC PRESERVATION AND EXHIBITING OF 3 DIMENTIONAL ARTIFACTS THAT DEPICTS THE HISTORIC LEGACY OF BERKS COUNTY. THE PRESERVATION OF HISTORIC RECORDS RELATING TO BERKS COUNTY WITH THE INTENT OF MAKING THEM AVAILABLE TO THE COMMUNITY AND THOSE THAT VISIT FROM ALL 50 STATES AND ABROAD. THE BERKS HISTORY CENTER PROVIDES EDUCATIONAL OPPORTUNITIES FOR ALL AGES RELATING TO THE HISTORY AND CULTURE OF BERKS COUNTY AND ITS PEOPLE, CARRIED OUT THROUGH A DIVERSE SELECTION OF PROGRAMS, MUSEUM EXHIBITS, ITS LIBRARY, AND ITS QUARTERLY JOURNAL.
Expenses $580,481 · revenue $151,229

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 year	Year ended	Due	IRS public records
2025	June 30, 2026	November 16, 2026	Not due yet
2024	June 30, 2025	November 17, 2025	990 on file
2023	June 30, 2024	November 15, 2024	990 on file

IRS record

EIN: 23-1421917
Tax-exempt status: 501(c)(3): Charitable, religious, educational or scientific organization
Foundation status: Publicly supported organization (509(a)(2))
Donations deductible (Pub 78): Public charity, 50% deduction limit
Exempt since: 1939
Accounting year ends: June
Files: Form 990 or 990-EZ
Category (NTEE): Arts, culture and humanities (A82Z)
Assets (IRS master file): $10,294,641
Income (IRS master file): $642,044

Filing history

Form	Year ended	Revenue	Expenses	Assets	Return
990	June 2025	$631,718	$990,260	$10,294,641	IRS
990-T	June 2025	–	–	–	IRS
990	June 2024	$1,173,506	$976,033	$10,392,245	IRS
990-T	June 2024	–	–	–	IRS
990	June 2023	$2,027,668	$1,040,815	$10,067,619	XML
990-T	June 2023	–	–	–	IRS
990	June 2022	$779,993	$945,709	$8,891,552	IRS
990-T	June 2022	–	–	–	IRS
990	June 2021	–	–	–	IRS
990-T	June 2021	–	–	–	IRS
990	June 2020	–	–	–	IRS
990	June 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 23-1421917).

Questions about HISTORICAL SOCIETY OF BERKS COUNTY

What is the EIN of HISTORICAL SOCIETY OF BERKS COUNTY?: The employer identification number (EIN) of HISTORICAL SOCIETY OF BERKS COUNTY is 23-1421917.
Is HISTORICAL SOCIETY OF BERKS COUNTY tax-exempt?: Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1939.
Are donations to HISTORICAL SOCIETY OF BERKS COUNTY tax-deductible?: Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HISTORICAL SOCIETY OF BERKS COUNTY 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 BERKS COUNTY 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 BERKS COUNTY 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 BERKS COUNTY?: The 990 for the year ended June 30, 2025 names FRED SHEELER.
Who are the officers and directors of HISTORICAL SOCIETY OF BERKS COUNTY?: The 990 for the year ended June 30, 2025 lists 22 people; 2 received compensation from the organization, the highest $93,728 (BENJAMIN NEELY, EXEC. DIRECTOR).
How much revenue does HISTORICAL SOCIETY OF BERKS COUNTY have?: On its 990 for the year ended June 30, 2025 it reported revenue of $631,718, expenses of $990,260 and total assets of $10,294,641 at year end.