HISTORIC PHILADELPHIA INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
HISTORIC PHILADELPHIA INC (EIN 23-2764558)
Tax period
2023-04-01 to 2024-03-31
Filed
2025-02-10
IRS object ID
202500419349301405
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-02-10T10:18:47-06:00ReturnTs
Tax Period End2024-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN233099625PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KEISER GIORDANO CPA'S PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1141 FRIENDS LANEAddressLine1Txt
CityNEWTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18940ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232764558EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HISTORIC PHILADELPHIA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHISTBusinessNameControlTxt
Phone2156295801PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 WALNUT STREET 130EAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19106ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAMY NEEDLEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2156295801PhoneNum
Signature2025-02-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES D KEISER IIIPreparerPersonNm
PTINP00718732PTIN
Phone2157852600PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAMY NEEDLEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 WALNUT STREET SUITE 130EAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19006ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,038,131GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HISTORICPHILADELPHIA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1994FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionHISTORIC PHILADELPHIA, INC MAKES OUR NATION'S HISTORY RELEVANT AND REAL THROUGH INTERPRETATION, INTERACTION AND EDUCATION, STRENGTHENING GREATER PHILADELPHIA'S ROLE AS THE DESTINATION TO EXPERIENCE AMERICAN HISTORY.ActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee89TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,850,666PYContributionsGrantsAmt
CY Contributions Grants$1,151,375CYContributionsGrantsAmt
PY Program Service Revenue$2,270,814PYProgramServiceRevenueAmt
CY Program Service Revenue$2,555,263CYProgramServiceRevenueAmt
PY Investment Income$7,108PYInvestmentIncomeAmt
CY Investment Income$29,194CYInvestmentIncomeAmt
PY Other Revenue$251,697PYOtherRevenueAmt
CY Other Revenue$263,745CYOtherRevenueAmt
PY Total Revenue$4,380,285PYTotalRevenueAmt
CY Total Revenue$3,999,577CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,837,145PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,560,332CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$227,106CYTotalFundraisingExpenseAmt
PY Other Expenses$1,911,620PYOtherExpensesAmt
CY Other Expenses$2,511,689CYOtherExpensesAmt
PY Total Expenses$3,748,765PYTotalExpensesAmt
CY Total Expenses$4,072,021CYTotalExpensesAmt
PY Revenues Less Expenses$631,520PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$72,444CYRevenuesLessExpensesAmt
Total Assets BOY$5,009,687TotalAssetsBOYAmt
Total Assets EOY$4,670,759TotalAssetsEOYAmt
Total Liabilities BOY$1,709,637TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,443,153TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,300,050NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,227,606NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionHISTORIC PHILADELPHIA, INC MAKES OUR NATION'S HISTORY RELEVANT AND REAL THROUGH INTERPRETATION, INTERACTION AND EDUCATION, STRENGTHENING GREATER PHILADELPHIA'S ROLE AS THE DESTINATION TO EXPERIENCE AMERICAN HISTORY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,196,389ExpenseAmt
Revenue$2,687,841RevenueAmt
DescHISTORIC PHILADELPHIA, INC. (HPI) IS CHARGED WITH ENHANCING THE VISITOR EXPERIENCE AND HELPING TO STRENGTHEN PHILADELPHIA'S TOURISM INDUSTRY THROUGH INTERPRETATION AND INTERACTION, MAKING OUR NATION'S HISTORY RELEVANT AND REAL. HPI REACHES HUNDREDS OF THOUSANDS OF PEOPLE ANNUALLY THROUGH ITS SIGNATURE PROGRAMS, WHICH INCLUDE:1. ONCE UPON A NATION - UNIQUE HERITAGE INITIATIVE, INCORPORATING: A. ACADEMICALLY RESEARCHED INTERPRETIVE STORYTELLING AT 10 LOCATIONS IN PHILADELPHIA'S HISTORIC DISTRICT AND TWO LOCATIONS IN VALLEY FORGE NATIONAL HISTORICAL PARK B. INTERACTIVE WALKING "ADVENTURE TOURS," LED WITHIN PHILADELPHIA'S HISTORIC DISTRICT AND VALLEY FORGE NATIONAL HISTORICAL PARK, AND ENGAGING EVENING PERFORMANCES C. COLONIAL INTERPRETIVE PERFORMANCES THROUGHOUT PHILADELPHIA'S HISTORIC DISTRICT D. BENSTITUTE, AN INTENSIVE TRAINING FOR ALL SEASONAL EMPLOYEES THAT ADDRESSES HISTORICAL, THEATRICAL, AND TOURISM CONTENT E. EDUCATIONAL PROGRAMS CREATED BY CLASSROOM EDUCATORS, FOR CLASSROOM EDUCATORS, SPECIFICALLY DESIGNED FOR A WIDE RANGE OF LEARNERS WITH A VARIETY OF INTERESTS AND LEARNING STYLES.2. BETSY ROSS HOUSE - THE PRESERVED, HISTORIC SITE DEDICATED TO TELLING THE STORY OF BETSY ROSS AND COLONIAL MIDDLE-CLASS WOMEN IN PHILADELPHIA3. FRANKLIN SQUARE - THE REVITALIZED AND TRANSFORMED DESTINATION ESTABLISHING GREEN SPACE, COMMUNITY PROGRAMMING, AND ATTRACTIONS FOR VISITORS AND AREA RESIDENTS.Desc
Total Program Service Expenses$3,196,389TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document22IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee89EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MANAGEMENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2156295801PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 WALNUT STREET SUITE 130EAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19106ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JOSHUA WOLSON
CHAIRMAN1.00Yes (X)Yes (X)$0$0$0
GEORGE BEACH
DIRECTOR1.00Yes (X)$0$0$0
FLORA BECKER
DIRECTOR0.00Yes (X)$0$0$0
KAREN BUTLER
DIRECTOR1.00Yes (X)$0$0$0
IAN COMISKY
DIRECTOR1.00Yes (X)$0$0$0
LAUREN FELDHAKE
DIRECTOR1.00Yes (X)$0$0$0
MERYL LEVITZ
DIRECTOR1.00Yes (X)$0$0$0
MARC OPPENHEIMER
VICE CHAIRMAN1.00Yes (X)Yes (X)$0$0$0
EDWARD RENDELL
DIRECTOR1.00Yes (X)$0$0$0
MARK SEQUILLA
DIRECTOR1.00Yes (X)$0$0$0
JOE VOLPE
DIRECTOR1.00Yes (X)$0$0$0
SHEILA HESS
DIRECTOR1.00Yes (X)$0$0$0
JENNIFER SCHWARTZ
DIRECTOR1.00Yes (X)$0$0$0
WILLIAM HAINES IV
DIRECTOR1.00Yes (X)$0$0$0
RICK ODORISIO
TREASURER1.00Yes (X)Yes (X)$0$0$0
ROB GHORMOZ
DIRECTOR1.00Yes (X)$0$0$0
JOSEPH PERNA
DIRECTOR1.00Yes (X)$0$0$0
CAROL ZACNEY
DIRECTOR1.00Yes (X)$0$0$0
CHRISTOPHER NANASINKAM
DIRECTOR1.00Yes (X)$0$0$0
AMY NEEDLE
PRESIDENT40.00Yes (X)Yes (X)$182,960$0$0
JESSICA CLARK
DIRECTOR1.00Yes (X)$0$0$0
JOHN ESTEY
DIRECTOR1.00Yes (X)$0$0$0
SIM LOH
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL OKENQUIST
DIRECTOR1.00Yes (X)$0$0$0
WENDY VERNA
DIRECTOR1.00Yes (X)$0$0$0
JOSHUA L GRIMES ESQ
SECRETARY1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$182,960TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,151,375AllOtherContributionsAmt
Total Contributions$1,151,375TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM REVENUEDesc
Business713990BusinessCd
Total Revenue Column$2,555,263TotalRevenueColumnAmt
Related Or Exempt Func Income$2,555,263RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,555,263TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,194TotalRevenueColumnAmt
Related Or Exempt Func Income$29,194RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$196,619FundraisingGrossIncomeAmt
Fundraising Direct Expenses$38,554FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$158,065TotalRevenueColumnAmt
Exclusion$158,065ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
RETAIL COMMISSION455000$103,384$103,384
MISCELLANEOUS REVENUE900099$2,296$2,296
FieldValueIRS element (for citing)
Other Revenue Total$105,680OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,999,577TotalRevenueColumnAmt
Related Or Exempt Func Income$2,687,841RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$160,361ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$182,959TotalAmt
Program Services$18,296ProgramServicesAmt
Management And General$91,479ManagementAndGeneralAmt
Fundraising$73,184FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,095,666TotalAmt
Program Services$889,855ProgramServicesAmt
Management And General$86,455ManagementAndGeneralAmt
Fundraising$119,356FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$6,721TotalAmt
Management And General$6,721ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$166,524TotalAmt
Program Services$138,344ProgramServicesAmt
Management And General$14,243ManagementAndGeneralAmt
Fundraising$13,937FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$108,462TotalAmt
Program Services$76,391ProgramServicesAmt
Management And General$23,252ManagementAndGeneralAmt
Fundraising$8,819FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$71,466TotalAmt
Management And General$71,466ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$98,280TotalAmt
Management And General$98,280ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$10,000TotalAmt
Fundraising$10,000FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$172,691TotalAmt
Program Services$155,878ProgramServicesAmt
Management And General$16,813ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$192,088TotalAmt
Program Services$13,640ProgramServicesAmt
Management And General$178,448ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,557TotalAmt
Program Services$7,490ProgramServicesAmt
Management And General$40ManagementAndGeneralAmt
Fundraising$27FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$18,105TotalAmt
Program Services$12,201ProgramServicesAmt
Management And General$5,904ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$4,426TotalAmt
Management And General$4,426ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$153,871TotalAmt
Program Services$153,871ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$180,851TotalAmt
Program Services$180,851ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM EXPENSES$1,469,527$1,467,474$1,056$997
MERCHANT CHARGES$74,448$70,316$4,132
TELEPHONE AND INTERNET$34,117$2,410$31,707
MISCELLANEOUS$14,448$4,607$9,841

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$9,814TotalAmt
Program Services$4,765ProgramServicesAmt
Management And General$4,263ManagementAndGeneralAmt
Fundraising$786FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,072,021TotalAmt
Program Services$3,196,389ProgramServicesAmt
Management And General$648,526ManagementAndGeneralAmt
Fundraising$227,106FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$516,809BOYAmt
EOY$1,131,647EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$945,818BOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$115,694BOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$86,947BOYAmt
EOY$257,280EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$25,652BOYAmt
EOY$33,565EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$9,471,354LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,996,705LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,415,303BOYAmt
EOY$2,474,649EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$903,464BOYAmt
EOY$773,618EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,009,687BOYAmt
EOY$4,670,759EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$343,391BOYAmt
EOY$268,847EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$174,565BOYAmt
EOY$125,027EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,191,681BOYAmt
EOY$1,049,279EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,709,637BOYAmt
EOY$1,443,153EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,408,817BOYAmt
EOY$2,451,441EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$891,233BOYAmt
EOY$776,165EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,300,050BOYAmt
EOY$3,227,606EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,009,687BOYAmt
EOY$4,670,759EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$72,444ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,099,185CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,356,629CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,956,744CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,025,455CurrentTaxYearMinus1YearAmt
Current Tax Year$1,347,994CurrentTaxYearAmt
Total$8,786,007TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,099,185CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,356,629CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,956,744CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,025,455CurrentTaxYearMinus1YearAmt
Current Tax Year$1,347,994CurrentTaxYearAmt
Total$8,786,007TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$8,786,007PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,200CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$7,108CurrentTaxYearMinus1YearAmt
Current Tax Year$29,194CurrentTaxYearAmt
Total$37,512TotalAmt
FieldValueIRS element (for citing)
Total Support$8,823,519TotalSupportAmt
Gross Receipts Rltd Activities$8,226,474GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99570PublicSupportCY170Pct
Public Support PY1700.99920PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Political Expenditures$10,000PoliticalExpendituresAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Solicited Assets Sale0SolicitedAssetsSaleInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$9,471,354InvestmentCostOrOtherBasisAmt
Depreciation$6,996,705DepreciationAmt
Book Value$2,474,649BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,474,649TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
OTHER ASSETS$23,878
OTHER ASSETS$749,740
FieldValueIRS element (for citing)
Total Book Value Other Assets$773,618TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
CURRENT PORTION OF LONG TERM DEBT$10,000
LOAN PAYABLE - PAYROLL PROTECTION PROGRAM$7,927
LONGTERM DEBT - LESS CURRENT$160,833
OPERATING LEASE LIABILITY$870,519
FieldValueIRS element (for citing)
Total Liability$1,049,279TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$4,038,131TotalRevEtcAuditedFinclStmtAmt
Other Revenue$38,554OtherRevenueAmt
Revenue Not Reported$38,554RevenueNotReportedAmt
Revenue Subtotal$3,999,577RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,999,577TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,110,575TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$38,554OtherExpensesIncludedAmt
Expenses Not Reported$38,554ExpensesNotReportedAmt
Expenses Subtotal$4,072,021ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,072,021TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4:THE ORGANIZATION MAINTAINS A COLLECTION AT THE BETSY ROSS HOUSE FOR THE CITY OF PHILADELPHIA. SCOPE OF THE COLLECTIONS THE THREE-DIMENSIONAL OBJECT AND ARCHIVAL COLLECTIONS OF THE BETSY ROSS HOUSE (HEREAFTER BRH) FIT THE FOLLOWING CRITERIA: OBJECTS, DOCUMENTS AND WORKS OF ART WITH DOCUMENTED PROVENANCE TO BETSY ROSS, FROM ANY PERIOD OF HER LIFETIME. OBJECTS, DOCUMENTS AND WORKS OF ART WITH DOCUMENTED PROVENANCE TO THE CHILDREN, CLOSE RELATIVES OR OTHER DESCENDENTS OF BETSY ROSS. APPROPRIATE 18TH-CENTURY OBJECTS AND REPRODUCTIONS OF 18TH-CENTURY OBJECTS TO FURNISH AND FURTHER THE INTERPRETATION OF THE BRH, A MIDDLING CLASS URBAN ROW HOME AND UPHOLSTERY SHOP. OBJECTS, DOCUMENTS AND WORKS OF ART THAT RECORD OR ILLUSTRATE BETSY ROSS, AND/OR THE DEVELOPMENT OF THE BETSY ROSS STORY FROM THE 18TH-CENTURY THROUGH THE PRESENT. OBJECTS, DOCUMENTS AND WORKS OF ART THAT RECORD OR ILLUSTRATE THE FLAGS OF THE AMERICAN COLONIES AND THE AMERICAN FLAGS THAT WERE IN USE DURING THE LIFETIME OF BETSY ROSS (1752 TO 1836). OBJECTS, DOCUMENTS AND WORKS OF ART THAT RECORD OR ILLUSTRATE THE HISTORY OF THE HOUSE AT 239 ARCH STREET, FROM THE YEAR IT WAS BUILT (C. 1740), THROUGH THE PRESENT. OBJECTS, DOCUMENTS AND WORKS OF ART THAT RECORD OR ILLUSTRATE THE HISTORY OF THE AMERICAN FLAG HOUSE AND BETSY ROSS MEMORIAL ASSOCIATION, THE ORGANIZATION THAT FOUNDED THE BRH. MISSION STATEMENT THE AMERICAN FLAG HOUSE AND BETSY ROSS MEMORIAL, ALSO KNOWN AS THE BETSY ROSS HOUSE, IS DEDICATED TO THE PRESERVATION, MAINTENANCE AND ADMINISTRATION OF THIS HISTORIC SITE AND ACKNOWLEDGES THE SIGNIFICANCE OF BETSY ROSS IN AMERICAN HISTORY. THROUGH INTERPRETATION AND SCHOLARSHIP, OUR GOAL IS TO EDUCATE THE PUBLIC CONCERNING THE ROLE PLAYED BY BETSY ROSS, A COLONIAL MIDDLE-CLASS WOMAN IN PHILADELPHIA. FURTHERMORE, THIS SITE WILL BE RECOGNIZED AS AN INTEGRAL PART OF THE OLD CITY NEIGHBORHOOD, THE HISTORIC DISTRICT AND THE MUSEUM COMMUNITY. STATEMENT OF IMPORTANCE OF COLLECTIONS AT THE BETSY ROSS HOUSE THE OBJECTS IN THE PERMANENT COLLECTION AT THE BETSY ROSS HOUSE ARE AN INTEGRAL PART OF THE EDUCATIONAL INTERPRETATION THAT THE HOUSE PROVIDES TO THE PUBLIC. THE OBJECTS ARE PRESERVED IN PUBLIC TRUST IN PERPETUITY FOR FUTURE GENERATIONS TO SEE, EXAMINE, RESEARCH AND EXPLORE. THE BETSY ROSS HOUSE?S NEWLY CREATED ARCHIVES OFFERS THE PROFESSIONAL RESEARCHER A CHANCE TO THOROUGHLY EXAMINE ITS HOLDINGS, INCLUDING DOCUMENTS RELATED TO THE FOUNDING OF THE MUSEUM, THE INITIAL CHARTERS, LETTERS TO AND FROM THE FIRST CURATOR, BLUEPRINTS OF THE HISTORIC RESTORATION OF THE BUILDING, ETC. WELCOMING OVER 200,000 VISITORS A YEAR, MANY OF WHOM ARE SCHOOLCHILDREN, THE BETSY ROSS HOUSE STAFF STRIVES TO INTERPRET THE LIFE OF BETSY ROSS THROUGH OBJECT-BASED EPISTEMOLOGY. ONLY BY STANDING IN THE HOUSE THAT BETSY LIVED IN WHEN SHE MADE THE AMERICAN NATIONAL FLAG, AND SEEING THE OBJECTS THAT WERE VITAL TO ITS CREATION - LIKE BETSY'S PERSONAL EYEGLASSES ? CAN THE VISITOR BEGIN TO FEEL THE MAGIC OF THE AUTHENTIC MUSEUM EXPERIENCE. IN ADDITION, THE PERMANENT COLLECTION HOLDS SUCH EXCEPTIONAL OBJECTS AS FLAGS CREATED BY BETSY'S DAUGHTERS AND GRANDDAUGHTERS, FURNITURE BETSY OWNED INCLUDING A CHIPPENDALE CHAIR, A HIGHBOY, AND A FAMILY BIBLE. THESE OBJECTS ARE IRREPLACEABLY UNIQUE AND UNEQUIVOCALLY IMPORTANT TO PRESERVE FOR FUTURE GENERATIONS HOPING TO UNDERSTAND THE LIFE OF A MIDDLE CLASS WIDOW WHO UNDERTOOK THE CREATION OUR NATION'S MOST SIGNIFICANT NATIONAL SYMBOL. NOT ONLY DO THE OBJECTS TELL THE STORY OF BETSY ROSS, BUT THEY ALSO SPEAK OF THE TRIALS OF WOMEN IN HISTORY, OF CLASS STRUGGLE IN EARLY AMERICA, AND OF OUR NATION'S CHARACTER. THROUGH THE CAREFUL PRESERVATION AND INTERPRETATION OF THESE OBJECTS, BETSY'S STORY WILL REMAIN AN ESSENTIAL PART OF OUR NATIONAL IDENTITY. AS STATED IN THE ETHICS POLICY OF THE AMERICAN ASSOCIATION OF MUSEUMS: TAKEN AS A WHOLE, MUSEUM COLLECTIONS AND EXHIBITION MATERIALS REPRESENT THE WORLD'S NATURAL AND CULTURAL COMMON WEALTH. AS STEWARDS OF THAT WEALTH, MUSEUMS ARE COMPELLED TO ADVANCE AN UNDERSTANDING OF ALL NATURAL FORMS AND OF THE HUMAN EXPERIENCE. IT IS INCUMBENT ON MUSEUMS TO BE RESOURCES FOR HUMANKIND AND IN ALL THEIR ACTIVITIES TO FOSTER AN INFORMED APPRECIATION OF THE RICH AND DIVERSE WORLD WE HAVE INHERITED. IT IS ALSO INCUMBENT UPON THEM TO PRESERVE THAT INHERITANCE FOR POSTERITY.
PART XI, LINE 2D - OTHER ADJUSTMENTS:DIRECT FUNDRAISING EXPENSES
PART XII, LINE 2D - OTHER ADJUSTMENTS:DIRECT FUNDRAISING EXPENSES

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FRANKLIN SQUARE EVENTEvent1Nm
Gross Receipts Event1$196,619GrossReceiptsEvent1Amt
Gross Revenue Event1$196,619GrossRevenueEvent1Amt
Food And Beverage Event1$10,000FoodAndBeverageEvent1Amt
Entertainment Event1$1,000EntertainmentEvent1Amt
Other Direct Expenses Event1$27,554OtherDirectExpensesEvent1Amt
Gross Receipts Total$196,619GrossReceiptsTotalAmt
Gross Revenue Total Events$196,619GrossRevenueTotalEventsAmt
Food And Beverage Total Events$10,000FoodAndBeverageTotalEventsAmt
Entertainment Total Events$1,000EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$27,554OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$38,554DirectExpenseSummaryEventsAmt
Net Income Summary$158,065NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Substantiation RequiredYes (1)SubstantiationRequiredInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonAMY NEEDLEPersonNm
TitlePRESIDENTTitleTxt
Base Compensation Filing Org$182,960BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$182,960TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BMEMBERS OF THE GOVERNING BOARD REVIEWS THE 990 PRIOR TO FILING, AND VERIFY THE ACCURACY OF THE INFORMATION WITH SENIOR STAFF OF THE ORGANIZATION.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.

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