2025-11-05T15:45:02-06:00 2024-12-31 233018514 DUNLAPSLK PC 1300 HORIZON DRIVE SUITE 106 CHALFONT PA 18914 990 2024-01-01 231371952 THE BUCKS COUNTY HISTORICAL SOCIETY INC BUCK 2153450210 84 SOUTH PINE STREET DOYLESTOWN PA 18901 KYLE MCKOY EXECUTIVE DIRECTOR 2153450210 2025-10-30 1 0 JULIA L DAVIS P00163568 2675943755 2025-10-30 2024 2025-03-06 01:10:19Z KYLE MCKOY 84 SOUTH PINE STREET DOYLESTOWN PA 18901 4162633 0 X WWW.MERCERMUSEUM.ORG X 1942 PA PRESERVE ARTIFACTS FOR EDUCATION. 26 26 84 188 0 0 1321741 1518920 636850 636080 786428 809703 48421 54232 2793440 3018935 0 0 0 0 2079758 2129611 0 0 405475 2136751 2389163 4216509 4518774 -1423069 -1499839 21520121 20837274 2189363 2799131 19330758 18038143 X INSPIRED BY THE VISION AND CREATIVITY OF HENRY C. MERCER, IT IS THE MISSION OF THE BUCKS COUNTY HISTORICAL SOCIETY TO CULTIVATE AMONG ITS MANY AUDIENCES A BROAD APPRECIATION AND AWARENESS OF THE PAST, HELPING PEOPLE FIND STORIES AND MEANINGS THAT BOTH SUSTAIN THEM IN THE PRESENT AND AID THEM IN APPROACHING THE FUTURE. 0 0 396590 6292 LIBRARY - PRESERVATION OF HISTORICAL MATERIAL ON BUCKS COUNTY - NEWSPAPER, COUNTY RECORDS, MANUSCRIPTS, MAPS AND OTHER SOURCES OF RESEARCH MATERIAL. 1199619 506888 MUSEUM - HOUSING, PRESERVING, AND LABELING ARTIFACTS FOR DISPLAY TO THE PUBLIC. 989472 122900 EDUCATION - TO EDUCATE THE PUBLIC ABOUT BUCKS COUNTY HISTORY AND TOOLS AND ARTIFACTS OF THE PAST. 2585681 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 34 0 84 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X MUSEUM ACCOUNTING DEPARTMENT 2153450210 84 S PINE STREET DOYLESTOWN PA 18901 KYLE MCKOY PRESIDENT & EXECUTIVE DIRE 33.00 7.00 X X 160327 0 20574 MARJAN SHIRZAD CHIEF OPERATING OFFICER 40.00 X 125443 0 25337 CHERYL MOYER FINANCE DIRECTOR 40.00 X 113243 0 0 PAMELA BUTKUS TRUSTEE 0.50 X 0 0 0 PETER CHIOVAROU TRUSTEE 0.50 X 0 0 0 KELLEY CWIKLINSKI TRUSTEE 0.50 X 0 0 0 JERRY FRITZ TRUSTEE 0.50 X 0 0 0 TRACY JACKSON-BENSON TRUSTEE 0.50 X 0 0 0 SUSAN KANE TRUSTEE 0.50 X 0 0 0 SUE LONERGAN TRUSTEE 0.50 X 0 0 0 BRIAN MCLEOD TRUSTEE 0.50 X 0 0 0 SEAN NEWMAN TRUSTEE 0.50 X 0 0 0 SARAH PETERS TRUSTEE 0.50 X 0 0 0 JOE PHILLIPS TRUSTEE 0.50 X 0 0 0 LISA PRETECRUM TRUSTEE 0.50 X 0 0 0 RYAN PUTMAN TRUSTEE 0.50 X 0 0 0 MICHAEL RAPHAEL TRUSTEE 0.50 X 0 0 0 SUSAN SMITH TRUSTEE 0.50 X 0 0 0 RON STROUSE TRUSTEE 0.50 X 0 0 0 PATRICIA TAGLIOLINI TRUSTEE 0.50 X 0 0 0 THOMAS THOMAS MCK DECEASED 1224 TRUSTEE 0.50 X 0 0 0 MICHELLE PEDERSEN TRUSTEE 0.50 X 0 0 0 LEON CONRAD TRUSTEE 0.50 X 0 0 0 TRISH MAXSON TRUSTEE 0.50 X 0 0 0 THOMSAS MACLIN TRUSTEE 0.50 X 0 0 0 WILLIAM SCHUTT TREASURER 0.50 X X 0 0 0 MAUREEN CARLTON SECRETARY 0.50 X X 0 0 0 LINDA HODGDON CHAIR 0.50 X X 0 0 0 THOMAS HEBEL VICE-CHAIR 0.50 X X 0 0 0 GUSTAVO PEREA VICE-CHAIR 0.50 X X 0 0 0 399013 0 45911 3 0 1 0 GILMORE & ASSOCIATES INC 65 EAST BUTLER AVENUE SUITE 100 NEW BRITAIN PA 18901 ENGINEERING 203606 ART GUILD INCORPORATED 300 WOLF DRIVE WEST DEPTFORD NJ 08086 MARKETING 190613 PHILLIPS & DONOVAN ARCHITECTS LLC PO BOX 160 BEDMINSTER PA 18910 ARCHITECTURE 102374 3 98154 1420766 1518920 MUSEUM ADMISSIONS 713990 506888 506888 MUSEUM OPERATIONS 713990 129192 129192 636080 267382 267382 30073 4000 26073 26073 26073 1574157 575 1024654 7757 549503 -7182 542321 542321 13711 98154 51521 -37810 -37810 121735 55766 65969 65969 3018935 636080 0 863935 X 371518 125656 194016 51846 1481985 861321 513636 107028 34027 18399 13680 1948 119627 62080 47663 9884 122454 65694 47124 9636 12530 12530 18320 18320 30000 30000 526394 287486 238908 85800 19 4074 81707 146529 49844 24365 72320 1477 1477 763285 597861 127215 38209 241 53 27 161 103615 103615 504953 409012 95941 30040 26736 1802 1502 BANK CHARGES 38710 38710 PROGRAMS AND OTHER SERV 48805 24865 3706 20234 ACQUISITIONS AND EXHIBI 35045 35045 MEMBERSHIPS AND SUBSCRI 20753 9944 10809 22666 11666 11000 4518774 2585681 1527618 405475 29342 63565 95475 144397 573047 834488 30792 38057 69013 61005 18613069 8268050 10798350 10345019 9354465 8768996 217751 216379 351886 365368 21520121 20837274 209521 289313 5050 19619 1931678 2362982 43114 127217 2189363 2799131 X 17644644 16083207 1686114 1954936 19330758 18038143 21520121 20837274 X -1499839 186100 21124 X X 0 1 X 1 0 X 1415406 1403885 1100173 1206915 1518920 6645299 1415406 1403885 1100173 1206915 1518920 6645299 6645299 262259 302275 263855 321631 267382 1417402 8062701 0.82420 0.80170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X USE IN EDUCATIONAL PROGRAMS 0 8905899 909625 1571699 8243825 8897549 1297492 1289142 8905899 11581574 50000 -1828444 905581 8897549 11219942 1299999 938367 11581574 10735678 1587527 1103263 11219942 0.99090 0.00910 0 0 1149533 1149533 16681210 7573999 9107211 782326 694051 88275 10345019 OPERATING LEASE LIABILITY 26914 DUE TO RELATED PARTY 50303 DEPOSIT 50000 127217 X 3251680 186100 76645 262745 2988935 30000 30000 3018935 4544295 55521 55521 4488774 30000 30000 4518774 PART III, LINE 1A: IN CONFORMITY WITH THE PRACTICE ADOPTED BY MANY MUSEUMS AND IN ACCORDANCE WITH THE PROVISIONS OF FASB ASC 958, THE SOCIETY DOES NOT CAPITALIZE DONATED WORKS OF ART AND COLLECTIONS OR RECOGNIZE THEM AS REVENUES OR GAINS. FASB ASC 958 PROVIDES THAT SUCH DONATIONS NEED NOT BE RECOGNIZED IF THEY ARE ADDED TO COLLECTIONS THAT ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR PROTECTED UNENCUMBERED, CARED FOR, AND PRESEVERVED AND ARE SUBJECT TO A POLICY THAT REQUIRES THE PROCEEDS FROM SALES OF COLLECTION ITEMS TO BE USED TO ACQUIRE OR CARE FOR OTHER ITEMS OR COLLECTIONS. THE COST OF ALL OBJECTS PURCHASED IS REPORTED AS A SEPARATE PROGRAM EXPENSES. PART III, LINE 4: TOOLS FROM BEFORE 1850 - PRESERVATION OF U.S. HISTORY AND EDUCATION PART V, LINE 4: THE FUNDS ARE TO BE USED FOR THE PRESERVATION OF THE BUCKS COUNTY HISTORICAL SOCIETY AND ITS ASSETS AS DIRECTED BY THE BOARD OF TRUSTEES. PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN THE CURRENT OR PRIOR YEAR. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 51,521. BENEFICIAL INTEREST IN PERPETUAL TRUST 21,124. RENTAL EXPENSES 4,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 51,521. RENTAL EXPENSES 4,000. COCKTAILS AT THE CASTLE 111865 98154 13711 29552 10958 2500 8511 111865 98154 13711 29552 10958 2500 8511 51521 -37810 X X 0 0 0 0 0 0 0 0 0 KYLE MCKOY PRESIDENT & EXECUTIVE DIRE 160327 0 0 0 0 0 8250 0 12324 0 180901 0 0 0 MARJAN SHIRZAD CHIEF OPERATING OFFICER 125443 0 0 0 0 0 6375 0 18962 0 150780 0 0 0 PART I, LINE 3 PEER DATA IS USED TO HELP DETERMINE COMPENSATION FOR NEW EMPLOYEES FORM 990, PART VI, SECTION B, LINE 11B AFTER THE ACCOUNTANT PREPARES THE FORM 990, A DRAFT IS REVIEWED BYTHE DIRECTOR OF FINANCE AND THE BOARD. ONCE THE DRAFT IS REVIEWED THE RETURN IS FILED ELECTRONICALLY WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN A WRITTEN CONFLICT OF INTEREST STATEMENT WHEN JOINING THE BOARD, THEN DISCUSS CONFLICTS OF INTEREST ON AN ANNUAL BASIS OR MORE FREQUENTLY IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 FOR EXISTING EMPLOYEES, COMPENSATION IS ADJUSTED ANNUALLY FOR COST OF LIVING. FOR NEW EMPLOYEES, THE BOARD AND EXECUTIVE DIRECTOR USE PEER DATA TO DETERMINE COMPENSATION AND DOCUMENT CONCLUSIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 287,486. MANAGEMENT AND GENERAL EXPENSES 125,714. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 413,200. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 11,814. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,814. PROJECT CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 101,380. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 101,380. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 21,124. FORM 990, PART XII, LINE 2C THERE IS NO CHANGE IN THE AUDIT OVERSIGHT PROCESS FROM THE PRIOR YEAR. TRUSTEES OF THE MERCER FONTHILL MUSEUM 84 S PINE STREET DOYLESTOWN PA 18901 231976299 TO OPERATE, MAINTAIN, AND CONSERVE THE MUSEUM AND ITS ASSETS PA SECTION 501(C)(3) PF 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 TRUSTEES OF THE MERCER FONTHILL MUSEUM O 173931 COST TRUSTEES OF THE MERCER FONTHILL MUSEUM P 98905 COST TRUSTEES OF THE MERCER FONTHILL MUSEUM Q 314187 COST