Arts, Culture & Humanities (A82Z) IRS Verified DX Registered 990 on File

HISTORICAL SOCIETY OF BERKS COUNTY

EIN: 23-1421917 · READING, PA 19601-2106 · United States · FY 2023 Data

3 out of 5 48 / 100 Based on 2+ years of filings

Financial strength (30%) 66/100

Reliability (20%) 55/100

Effectiveness (25%) 70/100

Impact (25%) No data yet

Financial data: FY 2023 · Scored 9/13/2026

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Mission Statement

Berks History Center leads the way in telling the unique story of Berks County and its diverse people, with the aim of building an inclusive understanding of our impact on national history, strengthening our community, and inspiring our audiences now and in the future.

Financial Overview — FY 2023

$2.0M

Total Revenue

$1.0M

Total Expenses

$10.0M

Net Assets

Employees

Revenue Sources

Expense Breakdown

Program Expense Ratio 60.9%

Fundraising Efficiency 4237.1%

Operating Reserve 115.32x

Liability-to-Asset 0.7%

Revenue Diversification 85.0%

Executive Compensation $86K

Compared with Peers

FY 2023

Compared with 4,647 similar organizations (United States, Arts, Culture & Humanities, $1M–$10M in expenses), FY 2023.

This organization Middle half of peers (P25–P75) Peer median

Ratio	This org	Peer median	Position (P10 → P90)
Program expense ratio Program expenses / total expenses · higher is better	60.9%	77.9%	P10P90	Bottom quarter
Admin expense ratio Management and general / total expenses · lower is better	18.4%	14.6%	P10P90	Below median
Fundraising expense ratio Fundraising expenses / total expenses · lower is better	20.8%	5.5%	P10P90	Bottom quarter
Fundraising efficiency Fundraising expenses / gross fundraising income · lower is better	4237.1%	251.0%	P10P90	Bottom quarter
Operating reserve Months of expenses covered by net assets · higher is better	115.3 mo	16.8 mo	P10P90	Top quarter
Liabilities to assets Total liabilities / total assets · lower is better	0.7%	10.7%	P10P90	Top quarter
Revenue concentration Share of revenue from the largest source · lower is better	85.0%	74.6%	P10P90	Below median
Revenue growth Year over year revenue growth	160.0%	3.5%	P10P90
Expense growth Year over year expense growth	10.1%	13.1%	P10P90
Surplus margin Surplus as a share of revenue	48.7%	-0.9%	P10P90

Financial History

Year	Revenue	Expenses	Net Assets	Program %	Staff
2023	$2.0M	$1.0M	$10.0M	60.9%	10
2022	$780K	$946K	$8.8M	74.1%	10
2021	$781K	$772K	N/A	—	10

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Organization Details

EIN: 23-1421917
State: PA
City: READING
ZIP: 19601-2106
Classification: A82Z
Category: Arts, Culture & Humanities
Rating: 3★
Coverage: A
Last Updated: Aug 2026
Foundation Code: 16
Form 990: On File

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CharityAI™ rates charities from 0 to 100 using public filings (IRS Form 990 and the equivalent registries outside the US) together with the information the charity itself provides on DonationX. Ratings are recalculated every quarter, without human bias, and shown as stars.

Four pillars

Financial strength30%

Program expense ratio, fundraising efficiency, operating reserves, liabilities and revenue diversification, compared with similar organizations.

Reliability20%

Standing with the registry, filing history, verification and how complete the profile is.

Effectiveness25%

How much goes to programs and how consistently the organization delivers them.

Impact25%

The outcomes the charity reports on DonationX: people served, cost per service and results.

Stars

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