Nonprofit · EIN 85-3879534
LOMAS & SAUM FOUNDATION
Tax-exempt · GETTYSBURG, PA 17325
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $69,224 | $123,832 | -$54,608 | $450,381 | $259,057 | $191,324 |
| December 31, 2023 | 990-EZ | $122,937 | $134,696 | -$11,759 | $460,352 | $214,420 | $245,932 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $58,006
- Program service revenue
- $11,218
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $4,378
- Occupancy
- $11,807
- Other expenses
- $107,647
- Program services (functional)
- $98,052
Balance sheet and other
- Total assets, start of year
- $460,352
- Total assets, end of year
- $450,381
- Total liabilities, end of year
- $259,057
- Net assets, end of year
- $191,324
- Cash, savings and investments
- $1,761
- Land and buildings
- $46,500
- Gross receipts
- $69,224
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-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN SAUM WICKLEIN | PRESIDENT | 10 | $0 |
| GEORGE MARGUGLIO | TREASURER | 2 | $0 |
| PATRICK FALCI | BOARD MEMBER | 2 | $0 |
| ROBERDEAU WHEAT | BOARD MEMBER | 1 | $0 |
990-EZ for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN SAUM WICKLEIN | PRESIDENT | 10 | $0 |
| GEORGE MARGUGLIO | TREASURER | 2 | $0 |
| PATRICK FALCI | BOARD MEMBER | 1 | $0 |
| ROBERDEAU WHEAT | BOARD MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 47 STEINWEHR AVENUE 2ND FLOOR, GETTYSBURG, PA 17325-2811
- Mailing address (990-N for 2020)
- 47 STEINWEHR AVENUE, GETTYSBURG PA 17325
- Principal officer (990-N for 2020)
- Susan k Saum-Wicklein, 47 STEINWEHR AVENUE, GETTYSBURG PA 17325
- Signed the 990-EZ
- SUSAN SAUM WICKLEIN, PRESIDENT
- Phone
- (717) 360-8805
- Website
- WWW.LOMASCENTER.ORG
- Return prepared by
- RAFFENSPERGER MARTIN & FINKENBINER LLC
Mission
THE LOMAS & SAUM FOUNDATION IS A NON-PROFIT FOUNDATION THAT PRESERVES, CONSERVES, AND PROVIDES THE PUBLIC ACCESS TO SEE HISTORICAL ANTIQUE MUSKET & ARTILLERY SHELL COLLECTIONS. IT PROVIDES A SPACE THAT ENCOURAGES LEARNING AND EXPLORATION OF UNITED STATES HISTORY FOR VISITORS OF ALL AGES THROUGH INTERACTIVE AND HANDS ON SMALL GROUP LEARNING EXPERIENCES THROUGH THE SCOPE OF THE BATTLE OF GETTYSBURG, THE AMERICAN CIVIL WAR, AND THE ROLE OF GETTYSBURG IN OTHER MOMENTS IN HISTORY.
Program accomplishments
- OPERATES THE LOMAS LOMAS CENTER, WHICH PROVIDES LEARNING OPPORTUNITIES TO STUDENTS AND LIFELONG LEARNERS IN THE COMMUNITY TO EXPLORE AND DEVELOP PERSONAL MEANING FROM HISTORY.Expenses $98,052
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 85-3879534
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A54)
- Assets (IRS master file)
- $450,381
- Income (IRS master file)
- $69,224
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $69,224 | $123,832 | $450,381 | XML |
| 990-EZ | December 2023 | $122,937 | $134,696 | $460,352 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-N for 2020 Officer: Susan k Saum-Wicklein | December 31, 2020 | ≤ $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 85-3879534).
Questions about LOMAS & SAUM FOUNDATION
- What is the EIN of LOMAS & SAUM FOUNDATION?
- The employer identification number (EIN) of LOMAS & SAUM FOUNDATION is 85-3879534.
- Is LOMAS & SAUM FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to LOMAS & SAUM FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LOMAS & SAUM FOUNDATION 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 LOMAS & SAUM FOUNDATION 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 LOMAS & SAUM FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who is the principal officer of LOMAS & SAUM FOUNDATION?
- The 990-N for 2020 names Susan k Saum-Wicklein.
- Who are the officers and directors of LOMAS & SAUM FOUNDATION?
- The 990-EZ for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does LOMAS & SAUM FOUNDATION have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $69,224, expenses of $123,832 and total assets of $450,381 at year end.
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