HISTORIC PHILADELPHIA INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HISTORIC PHILADELPHIA INC (EIN 23-2764558)
Tax period
2020-04-01 to 2021-03-31
Filed
2022-02-08
IRS object ID
202210399349301466
Schema version
2020v4.1
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)
Return2022-02-08T14:09:48-06:00ReturnTs
Tax Period End2021-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN233099625PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GIORDANO & ASSOC CPAS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE NORTH WILSON AVENUE-SUITE 2AddressLine1Txt
CityBRISTOLCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19007ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-04-01TaxPeriodBeginDt

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 NO 130EAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19106ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAMY NEEDLEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2156295801PhoneNum
Signature2022-02-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAMYPersonFirstNm
Person LastNEEDLEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES D KEISER IIIPreparerPersonNm
PTINP00718732PTIN
Phone2157852600PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$1,916,989GrossReceiptsAmt
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 Body23VotingMembersGoverningBodyCnt
Voting Members Independent23VotingMembersIndependentCnt
Total Employee119TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,099,185PYContributionsGrantsAmt
CY Contributions Grants$1,356,629CYContributionsGrantsAmt
PY Program Service Revenue$2,487,101PYProgramServiceRevenueAmt
CY Program Service Revenue$422,338CYProgramServiceRevenueAmt
PY Investment Income$1,200PYInvestmentIncomeAmt
CY Investment Income$10CYInvestmentIncomeAmt
PY Other Revenue$21,837PYOtherRevenueAmt
CY Other Revenue$125,786CYOtherRevenueAmt
PY Total Revenue$3,609,323PYTotalRevenueAmt
CY Total Revenue$1,904,763CYTotalRevenueAmt
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$1,375,221PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$780,195CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$98,022CYTotalFundraisingExpenseAmt
PY Other Expenses$2,333,412PYOtherExpensesAmt
CY Other Expenses$1,104,489CYOtherExpensesAmt
PY Total Expenses$3,708,633PYTotalExpensesAmt
CY Total Expenses$1,884,684CYTotalExpensesAmt
PY Revenues Less Expenses-$99,310PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$20,079CYRevenuesLessExpensesAmt
Total Assets BOY$3,154,796TotalAssetsBOYAmt
Total Assets EOY$3,229,388TotalAssetsEOYAmt
Total Liabilities BOY$699,155TotalLiabilitiesBOYAmt
Total Liabilities EOY$753,668TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,455,641NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,475,720NetAssetsOrFundBalancesEOYAmt
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$1,472,044ExpenseAmt
Revenue$422,338RevenueAmt
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$1,472,044TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
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 Assets0ReportOtherAssetsInd
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 Required0ScheduleJRequiredInd
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 ContriYes (1)DeductibleNonCashContriInd
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 Document16IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee119EmployeeCnt
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 ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
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 Members23GoverningBodyVotingMembersCnt
Independent Voting Member23IndependentVotingMemberCnt
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
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
WILLIAM HAINES IV
CHAIRMAN1.00Yes (X)Yes (X)$0$0$0
WILLIAM AVERY
DIRECTOR1.00Yes (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
JOSEPH HILL
DIRECTOR1.00Yes (X)$0$0$0
MERYL LEVITZ
DIRECTOR1.00Yes (X)$0$0$0
MARC OPPENHEIMER
DIRECTOR1.00Yes (X)$0$0$0
EDWARD RENDELL
DIRECTOR1.00Yes (X)$0$0$0
JUHI SAIGAL-SHAH
DIRECTOR1.00Yes (X)$0$0$0
MARK SEQUILLA
DIRECTOR1.00Yes (X)$0$0$0
JOE VOLPE
DIRECTOR1.00Yes (X)$0$0$0
CAROL TAMBURINO
DIRECTOR1.00Yes (X)$0$0$0
SHEILA HESS
DIRECTOR1.00Yes (X)$0$0$0
JENNIFER SCHWARTZ
DIRECTOR1.00Yes (X)$0$0$0
JOSHUA WOLSON
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
JOSHUA L GRIMES ESQ
SECRETARY1.00Yes (X)$0$0$0
AMY NEEDLE
PRESIDENT40.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$154,893FundraisingAmt
All Other Contributions$1,201,736AllOtherContributionsAmt
Total Contributions$1,356,629TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM REVENUEDesc
Business713990BusinessCd
Total Revenue Column$422,338TotalRevenueColumnAmt
Related Or Exempt Func Income$422,338RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$422,338TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$10TotalRevenueColumnAmt
Exclusion$10ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$154,893ContriRptFundraisingEventAmt
Fundraising Direct Expenses$12,226FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$12,226TotalRevenueColumnAmt
Exclusion-$12,226ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MISCELLANEOUS REVENUE900099$135,773$135,773
RETAIL COMMISSION452000$2,239$2,239
FieldValueIRS element (for citing)
Other Revenue Total$138,012OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,904,763TotalRevenueColumnAmt
Related Or Exempt Func Income$560,350RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$12,216ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$780,195TotalAmt
Program Services$634,106ProgramServicesAmt
Management And General$54,591ManagementAndGeneralAmt
Fundraising$91,498FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$175,067TotalAmt
Program Services$94,116ProgramServicesAmt
Management And General$76,429ManagementAndGeneralAmt
Fundraising$4,522FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,361TotalAmt
Program Services$5,431ProgramServicesAmt
Management And General$5,895ManagementAndGeneralAmt
Fundraising$35FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$205,491TotalAmt
Program Services$59,505ProgramServicesAmt
Management And General$145,986ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$402TotalAmt
Program Services$402ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$734TotalAmt
Program Services$734ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$144,915TotalAmt
Program Services$144,915ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$133,178TotalAmt
Program Services$119,420ProgramServicesAmt
Management And General$13,758ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM EXPENSES$403,422$391,787$9,668$1,967
MERCHANT CHARGES$26,035$19,498$6,537
DUES & SUBSCRIPTION$3,246$2,130$1,116
MISCELLANEOUS$638$638

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,884,684TotalAmt
Program Services$1,472,044ProgramServicesAmt
Management And General$314,618ManagementAndGeneralAmt
Fundraising$98,022FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$218,799BOYAmt
EOY$559,123EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$50,459BOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$111,710BOYAmt
EOY$49,153EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$6,473BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,619BOYAmt
EOY$4,528EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$9,151,944LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,559,238LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,735,858BOYAmt
EOY$2,592,706EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$23,878BOYAmt
EOY$23,878EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,154,796BOYAmt
EOY$3,229,388EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$381,689BOYAmt
EOY$119,480EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$235,943BOYAmt
EOY$102,525EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$81,523BOYAmt
EOY$531,663EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$699,155BOYAmt
EOY$753,668EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,267,141BOYAmt
EOY$2,312,553EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$188,500BOYAmt
EOY$163,167EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,455,641BOYAmt
EOY$2,475,720EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,154,796BOYAmt
EOY$3,229,388EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$20,079ReconcilationRevenueExpnssAmt
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$1,445,396CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,043,027CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,228,264CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,099,185CurrentTaxYearMinus1YearAmt
Current Tax Year$1,356,629CurrentTaxYearAmt
Total$7,172,501TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,445,396CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,043,027CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,228,264CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,099,185CurrentTaxYearMinus1YearAmt
Current Tax Year$1,356,629CurrentTaxYearAmt
Total$7,172,501TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$7,172,501PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$44CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,518CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,593CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,200CurrentTaxYearMinus1YearAmt
Current Tax Year$10CurrentTaxYearAmt
Total$4,365TotalAmt
FieldValueIRS element (for citing)
Total Support$7,176,866TotalSupportAmt
Gross Receipts Rltd Activities$10,545,399GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99940PublicSupportCY170Pct
Public Support PY1700.99940PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule D IRS990ScheduleD

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

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,718,350OtherCostOrOtherBasisAmt
Depreciation$6,235,614DepreciationAmt
Book Value$2,482,736BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$433,594OtherCostOrOtherBasisAmt
Depreciation$323,624DepreciationAmt
Book Value$109,970BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,592,706TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
DEFERRED RENT LIABILITY$96,305
CURRENT PORTION OF LONG TERM DEBT$9,167
LOAN PAYABLE - PAYROLL PROTECTION PROGRAM$235,358
LONGTERM DEBT - LESS CURRENT$190,833
FieldValueIRS element (for citing)
Total Liability$531,663TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$1,916,989TotalRevEtcAuditedFinclStmtAmt
Other Revenue$12,226OtherRevenueAmt
Revenue Not Reported$12,226RevenueNotReportedAmt
Revenue Subtotal$1,904,763RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,904,763TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,896,910TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$12,226OtherExpensesIncludedAmt
Expenses Not Reported$12,226ExpensesNotReportedAmt
Expenses Subtotal$1,884,684ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,884,684TotalExpensesPerForm990Amt

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 HOUSES 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 BETSYS 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 BETSYS 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 NATIONS 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 NATIONS CHARACTER. THROUGH THE CAREFUL PRESERVATION AND INTERPRETATION OF THESE OBJECTS, BETSYS 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$154,893GrossReceiptsEvent1Amt
Charitable Contri Event1$154,893CharitableContriEvent1Amt
Other Direct Expenses Event1$12,226OtherDirectExpensesEvent1Amt
Gross Receipts Total$154,893GrossReceiptsTotalAmt
Charitable Contributions Tot$154,893CharitableContributionsTotAmt
Oth Direct Expnss Total Events$12,226OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$12,226DirectExpenseSummaryEventsAmt
Net Income Summary-$12,226NetIncomeSummaryAmt

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)FOOD AND DRINK - AUCTION EVENT2$0FAIR MARKET VALUE
Yes (X)AUCTION ITEMS27$0FAIR MARKET VALUE
Yes (X)OTHER MISC ITEMS4$0FAIR MARKET VALUE
Yes (X)LABOR1$0FAIR MARKET VALUE
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

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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