Nonprofit · EIN 23-2019266
BERWICK HISTORICAL SOCIETY
Tax-exempt · BERWICK, PA 18603
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $319,535 | $244,668 | $74,867 | $1,724,330 | $5,226 | $1,719,104 |
| March 31, 2024 | 990 | $273,374 | $210,504 | $62,870 | $1,592,400 | $6,301 | $1,586,099 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $263,717
- Program service revenue
- $14,014
- Investment income
- $22,712
- Net income from fundraising events
- $17,072
- Net income from gaming
- $43
- Other revenue
- $19,092
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $96,610
- Other salaries and wages
- $19,188
- Salaries, compensation and benefits (total)
- $115,798
- Professional fundraising fees
- $0
- Accounting fees
- $9,309
- Occupancy
- $26,653
- Travel
- $1,677
- Depreciation
- $15,459
- Program services (functional)
- $157,787
- Management and general (functional)
- $66,326
- Fundraising (functional)
- $20,555
Balance sheet and other
- Total assets, start of year
- $1,592,400
- Total assets, end of year
- $1,724,330
- Total liabilities, end of year
- $5,226
- Net assets, end of year
- $1,719,104
- Land, buildings and equipment
- $688,711
- Publicly traded securities
- $300,573
- Net assets without donor restrictions
- $1,228,810
- Net assets with donor restrictions
- $490,294
- Gross receipts
- $341,572
- Employees
- 4
- Volunteers
- 80
- Year formed
- 1940
- 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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JIM STOUT | EXECUTIVE DIRECTOR Officer | 50 | $66,748 |
| JOE CAPPELONI | SECRETARY AND TREASURER Trustee or director, Officer | 4 | $12,000 |
| CATHERINE MENTRIKOSKI | PRESIDENT Trustee or director, Officer | 1 | $0 |
| TRACY GUERRIERO | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| JOANNE BOWER | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER ZLOBIK | DIRECTOR Trustee or director | 1 | $0 |
| ANN LINKIMER | DIRECTOR Trustee or director | 1 | $0 |
| BERNADETTE DIPIPPA | DIRECTOR Trustee or director | 1 | $0 |
| DAVE LABOUR | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER NARDI | DIRECTOR Trustee or director | 1 | $0 |
| BETTY NEELY | DIRECTOR Trustee or director | 1 | $0 |
| DANIELLE SADOCK | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended March 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JIM STOUT | EXECUTIVE DIRECTOR Officer | 50 | $54,530 |
| JOE CAPPELLONI | SECRETARY AND TREASURER Trustee or director, Officer | 4 | $12,000 |
| CATHERINE MENTRIKOSKI | PRESIDENT Trustee or director, Officer | 1 | $0 |
| TRACY GUERRIERO | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| JOANNE BOWER | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT A BULL | DIRECTOR Trustee or director | 1 | $0 |
| JULIE CRISPIN | DIRECTOR Trustee or director | 1 | $0 |
| BERNADETTE DIPIPPA | DIRECTOR Trustee or director | 1 | $0 |
| DAVE LABOUR | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER NARDI | DIRECTOR Trustee or director | 1 | $0 |
| BETTY NEELY | DIRECTOR Trustee or director | 1 | $0 |
| DANIELLE SADOCK | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 301, BERWICK, PA 18603-0301
- Mailing address (990-N for 2008)
- 102 EAST SECOND STREET, BERWICK PA 18603
- Principal officer (990 for 2024)
- JOE CAPELLONI, PO BOX 301, BERWICK, PA 18603
- Principal officer (990-N for 2008)
- JAMES STOUT, 102 EAST SECOND STREET, BERWICK PA 18603
- Signed the 990
- JOE CAPELLONI, TREASURER
- Phone
- (570) 759-8020
- Return prepared by
- Sara E Diodata CPA
Mission
IDENTIFY AND ENCOURAGE THE PRESERVATION OF HISTORICAL SITES AND BUILIDNGS; TO COLLECT RECORDS, DOCUMENTS AND ARTIFACTS THAT PERTAIN TO THE HISTORY OF THE BERWICK, PA AREA; TO COLLECT AND PRESERVE DOCUMENTS AND RECORDS SIGNIFICANT TO THE RESEARCH IN GENEALOGY; TO ENCOURAGE RESEARCH IN THE HISTORY OF THE AREA AND THE WRITING AND PUBLICATION OF THE RESULTS OF SUCH RESEARCH.
Program accomplishments
- IDENTIFY AND ENCOURAGE THE PRESERVATION OF HISTORICAL SITES AND BUILDINGS; TO COLLECT RECORDS, DOCUMENTS AND ARTIFACTS THAT PERTAIN TO THE HISTORY OF THE BERWICK, PA AREA; TO COLLECT AND PRESERVE DOCUMENTS AND RECORDS SIGNIFICANT TO THE RESEARCH IN GENEAOLOGY; TO ECOURAGE RESEARCH IN THE HISTORY OF THE AREA AND THE WRITING AND PUBLICATION OF THE RESULTS OF SUCH RESEARCH.Expenses $157,787
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 23-2019266
- 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
- 2004
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A80)
- Assets (IRS master file)
- $1,724,330
- Income (IRS master file)
- $341,572
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $319,535 | $244,668 | $1,724,330 | IRS |
| 990 | March 2024 | $273,374 | $210,504 | $1,592,400 | XML |
| 990 | March 2023 | $227,682 | $249,500 | $1,555,750 | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990-N for 2008 Officer: JAMES STOUT | March 31, 2009 | ≤ $50,000 receipts | – | – | e-Postcard |
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 23-2019266).
Questions about BERWICK HISTORICAL SOCIETY
- What is the EIN of BERWICK HISTORICAL SOCIETY?
- The employer identification number (EIN) of BERWICK HISTORICAL SOCIETY is 23-2019266.
- Is BERWICK HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to BERWICK HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BERWICK 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 BERWICK HISTORICAL SOCIETY due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERWICK HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of BERWICK HISTORICAL SOCIETY?
- The 990 for the year ended March 31, 2025 names JOE CAPELLONI.
- Who are the officers and directors of BERWICK HISTORICAL SOCIETY?
- The 990 for the year ended March 31, 2025 lists 12 people; 2 received compensation from the organization, the highest $66,748 (JIM STOUT, EXECUTIVE DIRECTOR).
- How much revenue does BERWICK HISTORICAL SOCIETY have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $319,535, expenses of $244,668 and total assets of $1,724,330 at year end.
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