Historical Society of the Cocalico Valley

Analysis

Historical Society of the Cocalico Valley is a registered charity in United States, based in Ephrata, PA. It received its IRS tax-exemption ruling in January 1969, 57 years ago. Its declared purposes cover arts, culture and humanities, which this site groups under arts, culture, heritage and science. The IRS classifies it as a publicly supported organisation (gross receipts test) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Historical Society of the Cocalico Valley reported income of $182k and spending of $139k, leaving 23% of income unspent that year. Across the 5 years on record, from December 2019 to December 2023, income fell from $190k to $182k (-4.4%), an average of -1.1% a year. The sharpest change came in the year to December 2020, when income dropped by 30%. Over the whole period it spent 76% of the income it received.

Among 45,478 United States charities whose main cause is arts, culture, heritage and science and that reported income, Historical Society of the Cocalico Valley sits at the 57th percentile: it is larger than about 57% of them. Against every charity in United States with reported income it ranks in the 52nd percentile, and in the 49th percentile within PA. Charities of a similar size with the same main cause include Lantern Publishing & Media Inc ($182k), Festival Opera Association Inc ($182k) and Ipswich Museum Inc ($182k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 61% and program service revenue 6.4% of the total. At year end it held assets of $1.8m against liabilities of $15k, net assets of $1.8m. It reported 1 employees.