Historical & Genealogical Society of Somerset County
Nonprofit profile at a glance
- EIN
- 237322243
- IRS 990 coverage
- 2011–2024
- Forms available
- Form 990 2024
- Location
- Somerset, PA, USA
- Phone
- 8144456077
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Historical Societies & Historic Preservation
Reported finances
- Revenue
- $286,648
- Expenses
- $251,775
- Assets
- $1,964,587
- Liabilities
- $2,829
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- CHRIS ZANONI (PRESIDENT)
People named in this filing
- CHRIS ZANONI (PRESIDENT)
- IAN MAPES (TREASURER)
- RON MUSSER (VICE PRESIDE)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The historical and genealogical society of somerset county is the steward of the cultural heritage of somerset county through its historical collections, educational programs, and genealogical archives.
What it reported doing in 2024
Mountain craft days - a three day traditional craft and trades festival featuring over 125 artisans, entertainers, historical interpreters, and mountain foods of the region. Participants must demonstrate their craft skills and knowledge with visitors as they sell their wares. New artisans are added each year while some artisans have a long tradition of participation. An auction of craftsman's wares each year provides some funding to artisans currently participating or someone who is interested in developing a new craft demonstration to perpetuate traditional craft skills. The festival features a wide variety of artisans from textiles to wood, iron, leather, log hewing, stone cutting and more. The festival attracts over 7,000 visitors annually and is presented amid a forest and meadow setting. Friday is dedicated to student education and artisans cater their demonstrations accordingly. On-site and satellite educational programs - staff and volunteers present hands-on educational programs to students visiting the somerset historical center. They learn about being a pioneer in the wilderness of western Pennsylvania, cooking and food preparation, farming practices, log construction, and fashion a tin/wood scoop to take home. Staff and volunteers take programs into kindergarten through 2nd grades throughout the somerset county region. The society's educational programs reach over 2,000 students per year. School of coopering - the craft of coopering is taught during this three day class using only traditional methods and hand tools. Up to 12 participants learn the history of the craft, various types of coopering, especially the type practiced in the maple sugar region of somerset county, safe tool usage, as they fashion a maple sugar bucket (keeler) that they take home upon completion. The class has been taught for over 15 years with over 150 participants.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and liabilities are high compared with assets.
Rating breakdown
- Financial Efficiency: 78
- Transparency & Controls: 92
- Accountability: 82
- Sustainability: 70
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 85.5%; rating input score 85
- Program expense ratio: 93.3%; rating input score 93
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 4 of 7 controls in place; rating input score 57
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Fail
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 12.2%; rating input score 63; 63rd percentile among comparable filings
- Total-asset coverage ratio: 7.8; rating input score 86; 86th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 55; 55th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings
Growth
- Program expense growth: 3.5% per year; rating input score 100; 47th percentile among comparable filings
- Revenue growth: 2.7% per year; rating input score 100; 39th percentile among comparable filings
- Asset growth: 5.4% per year; rating input score 100; 49th percentile among comparable filings
Details
- Where the money goes: 85.5% of revenue deployed · 93.3% of spending went to programs
- Governance: 357 of 357 board members independent · 4 of 7 filing controls reported
- Programs: 1 filed program accomplishment · $235K in reported program spending
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 21 of 21 current checks pass
- Schedules: 4 filed schedules · includes major donors
- Filing history: 12 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Accountability: Governance controls: 3 of 7 not reported.
- Review — Sustainability: Liabilities to assets ratio scored 55/100.