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Nonprofit · EIN 23-1979461

HIGHLANDS HISTORICAL SOCIETY

Tax-exempt · FT WASHINGTON, PA 19034

Financials

$301K$324K2022$8.7M$582K2023$533K$543K2024
Revenue Expenses · by fiscal year end
Financials of HIGHLANDS HISTORICAL SOCIETY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$532,634$543,282-$10,648$11,388,968$35,609$11,353,359
June 30, 2024990$8,724,774$582,118$8,142,656$11,445,202$81,195$11,364,007
June 30, 2023990$301,090$323,972-$22,882$3,268,052$46,701$3,221,351
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$103,383
Program service revenue
$355,937
Investment income
$73,314
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$72,064
Salaries, compensation and benefits (total)
$77,220
Professional fundraising fees
$0
Accounting fees
$18,629
Depreciation
$34,684
Program services (functional)
$398,192
Management and general (functional)
$145,090

Balance sheet and other

Total assets, start of year
$11,445,202
Total assets, end of year
$11,388,968
Total liabilities, end of year
$35,609
Net assets, end of year
$11,353,359
Land, buildings and equipment
$9,249,163
Publicly traded securities
$1,872,297
Net assets without donor restrictions
$3,024,137
Net assets with donor restrictions
$8,329,222
Gross receipts
$532,634
Employees
1
Volunteers
276
Year formed
1975
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 / weekCompensation
Dana DorseyExecutive Director
Key employee, Highest-paid employee
40$72,064
Matt ShearonInterim President
Trustee or director, Officer
1$0
George A Smith JrTreasurer
Trustee or director, Officer
1$0
Lucy DisstonBoard Member
Trustee or director, Officer
1$0
Andy RookeFacilities Chair
Trustee or director
1$0
Wendie SteffensBoard Member
Trustee or director
1$0
Edmond ShinnVice President
Trustee or director, Officer
1$0
Rich WilliamsonBoard Member
Trustee or director
1$0
Lori GriswoldSecretary
Trustee or director, Officer
1$0
John FarrisBoard Member
Trustee or director
1$0
Jessica ScullyBoard Member
Trustee or director
1$0
990 for the year ended June 30, 2024: 11 people
NameTitleHours / weekCompensation
Dana DorseyExecutive Director
Key employee, Highest-paid employee
40$72,096
Matt ShearonInterim President
Trustee or director, Officer
1$0
George A Smith JrTreasurer
Trustee or director, Officer
1$0
Lucy DisstonBoard Member
Trustee or director, Officer
1$0
Andy RookeFacilities Chair
Trustee or director
1$0
Wendie SteffensBoard Member
Trustee or director
1$0
Edmond ShinnVice President
Trustee or director, Officer
1$0
Rich WilliamsonBoard Member
Trustee or director
1$0
Lori GriswoldSecretary
Trustee or director, Officer
1$0
John FarrisBoard Member
Trustee or director
1$0
Jessica ScullyBoard Member
Trustee or director
1$0
990 for the year ended June 30, 2023: 15 people
NameTitleHours / weekCompensation
Dana DorseyExecutive Director
Trustee or director, Key employee
40$58,333
Edmund ShinnVice President
Trustee or director, Officer
1$0
John DePaulBoard Member
Trustee or director
1$0
William ThompsonPresident
Trustee or director, Officer
1$0
Katie MoultonBoard Member
Trustee or director
1$0
Linda RobertsBoard Member
Trustee or director
1$0
Wendie SteffensBoard Member
Trustee or director
1$0
George Anthony Smith JrTreasurer
Trustee or director, Officer
1$0
Lucy DisstonBoard Member
Trustee or director
1$0
Lori GriswoldSecretary
Trustee or director, Officer
1$0
Rich WilliamsonBoard Member
Trustee or director
1$0
Matthew ShearonVice President
Trustee or director, Officer
1$0
John FarrisBoard Member
Trustee or director
1$0
Jose RamosBoard Member
Trustee or director
1$0
Jessica ScullyBoard Member
Trustee or director
1$0

Address and contacts

Address (IRS master file)
7001 SHEAFF LN, FT WASHINGTON, PA 19034-2005
Principal officer (990 for 2024)
George A Smith JR, 7001 Sheaff Lane, Fort Washington, PA 19034
Signed the 990
George A Smith JR, Treasurer
Phone
(215) 641-2687
Return prepared by
Michael Rosen & Company

Mission

The Highlands Historical Society formed to preserve, restore and interpret the historic mansion and grounds from 1794 to the present.

990 for the year ended June 30, 2025

Program accomplishments

  • In accordance with the mission to enhance and protect the historical site, the Highlands Historical Society 1. Conducts tours of the mansion and gardens. Telling the story of the development of the property and the three intriguing families who lived at the Highlands from 1796-1970. 2. Provides educational programs customized to suit any particular grade level and the programs meet state educational standards. 3. Serves as a venue for private rentals to raise funds to support the preservation of the Highlands. The Highlands Historical Society is also restoring the 2 acre formal garden, known as the Sinkler Garden, to its appearance C. 1925-1935.
    Expenses $398,192

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025Check at the IRS
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
23-1979461
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
1976
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$11,388,968
Income (IRS master file)
$532,634

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$532,634$543,282$11,388,968IRS
990June 2024$8,724,774$582,118$11,445,202IRS
990June 2023$301,090$323,972$3,268,052XML
990June 2022$3,325,992$268,267$3,272,809IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990-EZJune 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 23-1979461).

Questions about HIGHLANDS HISTORICAL SOCIETY

What is the EIN of HIGHLANDS HISTORICAL SOCIETY?
The employer identification number (EIN) of HIGHLANDS HISTORICAL SOCIETY is 23-1979461.
Is HIGHLANDS HISTORICAL SOCIETY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
Are donations to HIGHLANDS HISTORICAL SOCIETY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HIGHLANDS HISTORICAL SOCIETY 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 HIGHLANDS HISTORICAL SOCIETY due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HIGHLANDS HISTORICAL SOCIETY 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 HIGHLANDS HISTORICAL SOCIETY?
The 990 for the year ended June 30, 2025 names George A Smith JR.
Who are the officers and directors of HIGHLANDS HISTORICAL SOCIETY?
The 990 for the year ended June 30, 2025 lists 11 people; 1 received compensation from the organization, the highest $72,064 (Dana Dorsey, Executive Director).
How much revenue does HIGHLANDS HISTORICAL SOCIETY have?
On its 990 for the year ended June 30, 2025 it reported revenue of $532,634, expenses of $543,282 and total assets of $11,388,968 at year end.

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