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Historic Erie Preservation Trust

Erie, PA · EIN 84-6785153 · 501(c)(3) · Supporting organization, Type I
Latest filing: Form 990 for calendar year 2024 (tax year 2024) · View the filing · Correct or respond

Historic Erie Preservation Trust reported $11.5 million in revenue and $1.5 million in expenses for calendar year 2024. Of every $100 it spent, $93.12 went to program services, $6.88 to management and general costs and $0.00 to fundraising. Its largest source of revenue was contributions and grants: 89.5% of the total. Revenue rose 377% between 2020 and 2024. Source: Form 990, 2024.

Where $100 of spending went

Calendar year 2024 · Form 990, Part IX, line 25 · total expenses $1.5M

For context, the median across 1,001 covered philanthropy, voluntarism & grantmaking charities: $91.65 programs, $6.50 management, $1.85 fundraising (medians computed separately, so they may not sum to $100).

Where $100 of revenue came from

Calendar year 2024 · Form 990, Part VIII · total revenue $12M

The 990 scorecard · same measures for every charity, no grades

2024 filing. Median across 1,001 covered charities in this category, from their latest filings.
Measure2024Median
Program services
Part IX 25(B) ÷ 25(A)
93.1%90.2%
Management & general
Part IX 25(C) ÷ 25(A)
6.9%6.4%
Fundraising
Part IX 25(D) ÷ 25(A)
0.0%1.8%
Fundraising cost per $1 of contributions
Part IX 25(D) ÷ Part VIII 1h
$0.00$0.02
Contributions & grants share of revenue
Part VIII 1h ÷ 12
89.5%79.9%
Government grants share of revenue
Part VIII 1e ÷ 12
0.0%0.0%
Program service revenue share
Part VIII 2g ÷ 12
1.7%0.0%
Highest reported compensation
Part VII-A, columns D–F
Not reported$325,675
Highest compensation as share of expenses
Part VII-A ÷ Part IX 25(A)
Not reported1.56%
People paid over $100,000
Part VII, line 2
Not reported3
Net assets, in months of expenses
Part X 33(B) ÷ monthly expenses
180.456.6
Independent voting board members
Part VI 1a–1b
1 of 3100.0%

A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.

What the money paid for, in its own words

2024 · Form 990, Part III · the three largest programs by expense
$1.4M expenses · 100.0% of program spending · revenue $200K

The organization was formed to provide support for the erie community foundation of erie pennsylvania, an exempt organization. Specific programs supported include those aimed at the acquisition, restoration, preservation, maintenance and operation of historically important or architechturely significant houses, buildings, and other structures located in erie county, pennsylvania. During the tax year, the organization has acquired several such properties

5 years of filings

Form 990, Parts I, VII, IX and X · each row is that year's own filing, linked
RevenueExpenses
$0$5.0M$10M$15M$20M20202021202220232024$12M$1.5M
FilingRevenueExpensesProgramsNet assetsTop pay
2024 ⓘ$12M$1.5M93.1%$22M—
2023 ⓘ$9.5M$605K89.6%$12M—
2022 ⓘ$608K$344K89.3%$3.1M—
2021 ⓘ$1.1M$432K89.6%$2.8M—
2020 ⓘ$2.4M$295K90.5%$2.1M—

Governance answers, as filed

2024 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means
  • Voting board members, and how many are independent Part VI, lines 1a–1b3 · 1 independent
  • Audited financial statements Part XII 2bNo
  • Conflict-of-interest policy Part VI 12aYes
  • Whistleblower policy Part VI 13No
  • Document retention policy Part VI 14No
  • Independent process for top executive pay Part VI 15aNo
  • Board given the 990 before filing Part VI 11aYes
  • Family or business ties among insiders Part VI 2Yes
  • Aware of a significant diversion of assets Part VI 5No
  • Excess benefit transaction with an insider Part IV 25aNo
  • Loans to or from insiders outstanding Part IV 26No
  • Lobbying, or a 501(h) election in effect Part IV 4No
  • Over $15,000 of professional fundraising services Part IV 18No
  • Over $10,000 of activity outside the U.S. Part IV 14bNo
  • Employees Part I, line 50

Largest outside contractors

2024 · Form 990, Part VII, Section B · businesses only
KIDDER JEFFERYS CONSTRUCTION
Construction
$5,523,893
KIDDER ARCHITECTS
Architect
$521,272
RICHARDS & ASSOCIATES
Legal
$385,834

Individuals listed as contractors are left out. 3 contractors were paid more than $100,000 in all.

Correct a figure or respond

Every number above is copied from Historic Erie Preservation Trust's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for Historic Erie Preservation Trust, you can publish a response that is linked from this page.

Similar-sized charities in this cause

All philanthropy, voluntarism & grantmaking charities · Largest charities in Pennsylvania

Questions people ask

How much of Historic Erie Preservation Trust's spending goes to programs?

In calendar year 2024, Historic Erie Preservation Trust reported that 93.1% of its $1.5 million in expenses went to program services, 6.9% to management and general and 0.0% to fundraising (Form 990, Part IX).

Where does Historic Erie Preservation Trust get its money?

Of $11.5 million in revenue in calendar year 2024, 89.5% came from contributions and grants and 1.7% from program service revenue (Form 990, Part VIII).

Is Historic Erie Preservation Trust a registered charity?

The IRS lists EIN 84-6785153 as a 501(c)(3) organization (supporting organization, type i), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.

Sources

  • 2024: Form 990 for calendar year 2024, object 202513189349302671 · read the filing · XML
  • 2023: Form 990 for calendar year 2023, object 202413189349300546 · read the filing
  • 2022: Form 990 for calendar year 2022, object 202313189349307471 · read the filing
  • 2021: Form 990 for calendar year 2021, object 202243189349310674 · read the filing
  • 2020: Form 990 for calendar year 2020, object 202133159349305733 · read the filing

All filings for EIN 84-6785153: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.