2021-11-10T17:06:56-06:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE SUITE 400 PLYMOUTH MEETING PA 19462 990 2020-07-01 231885448 GREATER PHILADELPHIA CULTURAL ALLIANCE GREA 2155577811 1315 WALNUT STREET NO 732 PHILADELPHIA PA 19107 PRISCILLA M LUCE INTERIM PRESIDENT AND CEO 2155577811 2021-11-08 1 PRISCILLA LUCE 999009999 WILLIAM A LOUGHERY P01603932 2156433900 2021-11-08 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z PRISCILLA M LUCE 1315 WALNUT STREET NO 732 PHILADELPHIA PA 19107 2196078 0 X WWW.PHILACULTURE.ORG X 1972 PA LEAD, STRENGTHEN & AMPLIFY THE VOICES OF A CULTURAL COMMUNITY THAT IS ESSENTIAL IN A HEALTHY REGION 25 25 15 28 0 0 2296552 1675823 456872 328622 13706 820 6024 190813 2773154 2196078 1593122 448123 0 0 846569 1005013 0 0 244676 932692 708119 3372383 2161255 -599229 34823 2089619 2137622 283129 296309 1806490 1841313 X TO LEAD, STRENGTHEN AND AMPLIFY THE VOICES OF A CULTURAL COMMUNITY THAT IGNITES CREATIVITY, INSPIRES PEOPLE AND IS ESSENTIAL FOR A HEALTHY REGION. 0 1 1616379 448123 328622 THE CULTURAL ALLIANCE IS THE REGION'S PREMIERE LEADERSHIP, ADVOCACY AND MARKETING SUPPORT ORGANIZATION FOR ARTS AND CULTURE. MORE THAN 430 NONPROFITS ARE MEMBERS, BUT THE ALLIANCE'S WORK BENEFITS THE ENTIRE CULTURAL COMMUNITY, SOME 2,000 ORGANIZATIONS. PROGRAMS INCLUDE: RESEARCH ON THE IMPACT OF ARTS AND CULTURE UPON THE COMMUNITY AND THE HEALTH OF ARTS AND CULTURE; ADVOCATING FOR FAVORABLE POLICY AND COORDINATING CULTURAL ACTIVITIES TO ENHANCE THE PRIORITIES OF GOVERNMENT, BUSINESS AND FOUNDATIONS; REGIONAL RE-GRANTING OF PENNSYLVANIA COUNCIL ON THE ARTS FUNDING; MARKETING TO ENGAGE AUDIENCES TO INCREASE AWARENESS AND ATTENDANCE AT GREATER PHILADELPHIA CULTURAL INSTITUTIONS; AND INCREASING THE CAPACITY OF NONPROFITS TO MANAGE EFFICIENTLY AND EFFECTIVELY. 1616379 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 25 0 15 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X PRISCILLA M LUCE 2155577811 1315 WALNUT STREET NO 732 PHILADELPHIA PA 19107 MAUD MARGARET LYON PRESIDENT TO JUL 2020 40.00 X 222455 0 8091 STUART ADAIR CHIEF OFFICER FOR FINANCE & ADMIN 40.00 X 90000 0 18704 PRISCILLA M LUCE INTERIM PRESIDENT & CEO 40.00 X 60000 0 0 CATHERINE M CAHILL CHAIR 2.00 X X 0 0 0 ANGELA VAL VICE CHAIR 2.00 X X 0 0 0 PATRICIA WELLENBACH VICE CHAIR 2.00 X X 0 0 0 JAMIE J BRUNSON SECRETARY 2.00 X X 0 0 0 CECELIA FITZGIBBON TREASURER 2.00 X X 0 0 0 DAVID ACOSTA MEMBER 1.00 X 0 0 0 JENNIFER ALLEVA MEMBER 1.00 X 0 0 0 JENNIFER BOHNENBERGER MEMBER 1.00 X 0 0 0 GWEN BOROWSKY MEMBER 1.00 X 0 0 0 DAVID BRIGHAM MEMBER 1.00 X 0 0 0 JOSEPH CONYERS MEMBER 1.00 X 0 0 0 CARMEN FEBO-SAN MIGUEL MD MEMBER 1.00 X 0 0 0 KIM E FRAITES-DOW MEMBER 1.00 X 0 0 0 SUZANNE MCFADDEN MEMBER 1.00 X 0 0 0 HUGH MCSTRAVICK MEMBER 1.00 X 0 0 0 VENIECE NEWTON MEMBER 1.00 X 0 0 0 JESSICA POWERS MEMBER 1.00 X 0 0 0 MATTHEW RADER MEMBER 1.00 X 0 0 0 PAUL B REDMAN MEMBER 1.00 X 0 0 0 ROSALIND REMER MEMBER 1.00 X 0 0 0 WILLIAM RHOADS MEMBER 1.00 X 0 0 0 IVY SILVER MEMBER 1.00 X 0 0 0 STANFORD THOMPSON MEMBER 1.00 X 0 0 0 GERALD VEASLEY MEMBER 1.00 X 0 0 0 RACHEL ZIMMERMAN MEMBER 1.00 X 0 0 0 JOHN BRADY MEMBER TO DEC 2020 1.00 X 0 0 0 PATRICIA WILSON ADEN VICE CHAIR TO SEP 2020 2.00 X X 0 0 0 KEN METZNER VICE CHAIR TO MAY 2021 2.00 X X 0 0 0 372455 0 26795 1 0 1 0 0 428225 1247598 1675823 MEMBERSHIP 900099 221700 221700 PROMOTION ASSISTANCE 900099 62180 62180 HEALTH SERVICE FEES 900099 30000 30000 PUBLICATIONS/SEMINARS 900099 14023 14023 TICKET FEES 900099 719 719 328622 820 820 FORGIVENESS PPP/EIDL 900099 184513 184513 SUBLEASING REVENUE 900099 6300 6300 190813 2196078 328622 0 191633 X 448123 448123 370336 214649 116172 39515 503683 349048 41127 113508 1463 1065 51 347 71225 51318 4223 15684 58306 37946 9953 10407 3425 2229 584 612 17601 11454 3004 3143 329886 277029 48367 4490 70085 37439 22373 10273 51997 30597 15389 6011 62648 40769 10692 11187 100543 65430 17160 17953 8627 5614 1473 1540 7814 7557 159 98 24496 15940 4182 4374 7956 5178 1358 1420 EQUIPMENT 16738 10892 2857 2989 DUES & SUBSCRIPTIONS 6303 4102 1076 1125 2161255 1616379 300200 244676 57027 538 1586928 1740868 333500 160000 18267 32106 54501 189210 119606 104706 39396 14900 2089619 2137622 64993 39249 17758 68019 188300 174650 12078 14391 283129 296309 X 1266210 1102639 540280 738674 1806490 1841313 2089619 2137622 34823 0 X 0 1 X 1 0 X 1697369 1333464 1988537 2296552 1675823 8991745 1697369 1333464 1988537 2296552 1675823 8991745 2737276 6254469 5296 11032 19426 13706 820 50280 4003 3752 3524 6024 190813 208116 9250141 2581992 0.67610 0.69270 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 24. 2019 AMOUNT: $ 24. SUBLEASING REVENUE - 2016 AMOUNT: $ 4,003. 2017 AMOUNT: $ 3,752. 2018 AMOUNT: $ 3,500. 2019 AMOUNT: $ 6,000. 2020 AMOUNT: $ 6,300. FORGIVENESS PPP/EIDL - 2020 AMOUNT: $ 184,513. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38606 63968 102574 2058681 2161255 258063 64516 0 0 260908 264868 318619 258063 1102458 1653687 10190 3684 18925 102574 135373 65227 66217 79655 64516 275615 413423 10190 2187 2312 38606 53295 119606 104706 14900 14900 DEFERRED RENT 14391 14391 X 2206878 10800 10800 2196078 0 2196078 2172055 10800 10800 2161255 0 2161255 PART X, LINE 2: THE ALLIANCE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ALLIANCE FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THIS STANDARD HAS NO IMPACT ON THE ALLIANCE'S FINANCIAL STATEMENTS. THE ALLIANCE'S INFORMATIONAL TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AUTHORITIES. THE ALLIANCE IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. 1 PHILADELPHIA INDUSTRIAL DEVELOPMENT CORPORATION 1500 MARKET STREET SUITE 3500 PHILADELPHIA PA 19102 232889102 501(C)(3) 77622 0 ARTS AID PHILADELPHIA 1 0 PART I, LINE 2: ALL PENNSYLVANIA PARTNERS IN THE ARTS GRANTEES ARE REQUIRED TO SUBMIT A FINAL NARRATIVE AND FINANCIAL REPORT AT THE END OF EACH GRANT CYCLE, SIGNED AND CERTIFIED BY AN EXECUTIVE OFFICER. THE REPORT INCLUDES A NARRATIVE DESCRIPTION OF FUNDED ACTIVITIES AND A FINANCIAL REPORT LISTING ITEMIZED EXPENDITURES RELATING TO THEIR FUNDED PROJECT. BECAUSE ARTS AID PHILADELPHIA WAS A RELIEF FUND, GRANTEES ARE NOT REQUIRED TO SUBMIT A REPORT. X X X 1 0 0 0 0 0 0 0 0 MAUD MARGARET LYON PRESIDENT TO JUL 2020 93333 0 0 0 129122 0 4667 0 3424 0 230546 0 0 0 PART I, LINE 4A MAUD MARGARET LYON, PRESIDENT TO JULY 2020, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $122,971. THIS AMOUNT WAS REPORTED ON HER 2020 FORM W-2 AND IS INCLUDED IN THE AMOUNT REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III). FORM 990, PART III, LINE 3 THE STAMP TEEN PROGRAM, WHICH PROVIDED FREE ADMISSION TO 20 MUSEUMS IN THE REGION, WAS ENDED. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR, VICE CHAIR(S), SECRETARY, TREASURER, PRESIDENT (NON-VOTING) AND SUCH OTHER MEMBERS OF THE BOARD AS THE DIRECTORS SELECT. THE EXECUTIVE COMMITTEE SHALL HAVE POWER TO ACT ON BEHALF OF THE CORPORATION BETWEEN MEETINGS OF THE BOARD, SUBJECT TO THE POWER OF THE BOARD TO RESCIND, REVERSE, MOLLIFY OR OTHERWISE CHANGE SUCH ACTION, AND SHALL ACT AS THE PLANNING GROUP FOR THE CORPORATION IN THE ABSENCE OF A BOARD PLANNING COMMITTEE. NO COMMITTEE, INCLUDING THE EXECUTIVE COMMITTEE, SHALL HAVE ANY POWER OR AUTHORITY AS TO THE FOLLOWING: (A) THE FILLING OF VACANCIES ON THE BOARD. (B) THE ADOPTION, AMENDMENT OR REPEAL OF THE BYLAWS. (C) THE AMENDMENT OR REPEAL OF ANY RESOLUTION OF THE BOARD. THESE THREE ACTIONS MUST BE APPROVED BY THE FULL BOARD. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED, EFFECTIVE MAY 7, 2021. SIGNIFICANT CHANGES ARE AS FOLLOWS: (1) MEMBERS MAY NOW INCLUDE ORGANIZATIONS PRINCIPALLY ENGAGED IN THE CREATION, PRESENTATION, TEACHING, RESEARCH, DISSEMINATION, SUPPORT OR PROMOTION OF ARTS AND CULTURE, BROADLY DEFINED, IN THE GREATER PHILADELPHIA REGION (COLLECTIVELY "ARTS AND CULTURE ORGANIZATIONS"), OR ORGANIZATIONS, OR OPERATIONS OR PROGRAMS OF ORGANIZATIONS, THAT REGULARLY SERVE ARTS AND CULTURE ORGANIZATIONS OR THEIR STAKEHOLDERS. PREVIOUSLY, MEMBERS WERE LIMITED TO ARTS OR CULTURAL ORGANIZATIONS IN THE GREATER PHILADELPHIA REGION PRINCIPALLY ENGAGED IN THE GREATER PHILADELPHIA REGION IN OPERATING A MUSEUM OR LIBRARY, PRESENTING VISUAL OR PERFORMING ARTS, CONDUCTING CULTURAL EDUCATION OR RESEARCH, TEACHING ARTS OR ARTS ADMINISTRATION, OR SCIENTIFIC, HORTICULTURAL OR HISTORIC PRESERVATION OR APPRECIATION ENDEAVORS, AS WELL AS DIVISIONS OR PARTICULAR OPERATIONS OF LARGER INSTITUTIONS THAT ARE LOCATED IN OR HAVE PRINCIPAL OPERATIONS IN THE GREATER PHILADELPHIA REGION, AND ORGANIZATIONS THAT REGULARLY PROVIDE SERVICES OR RESOURCES TO OTHER MEMBERS. (2) THE MINIMUM NUMBER OF DIRECTORS WAS DECREASED FROM 26 TO 23. THE MAXIMUM NUMBER OF DIRECTORS WAS INCREASED FROM 30 TO 33. (3) THE FOLLOWING CHANGES WERE MADE TO THE TWO CLASSES OF DIRECTORS: - A MEMBER DIRECTOR WAS PREVIOUSLY CALLED AN INSTITUTIONAL DIRECTOR. A MEMBER DIRECTOR IS NOW DEFINED AS AN INDIVIDUAL WHO IS A SENIOR-LEVEL STAFF MEMBER OF A MEMBER IN GOOD STANDING. PREVIOUSLY, AN INSTITUTIONAL DIRECTOR WAS EXCLUSIVELY THE CHIEF EXECUTIVE OFFICER OR A SENIOR EXECUTIVE OFFICER OF A MEMBER IN GOOD STANDING. A MEMBER DIRECTOR MAY NOW BE INVITED BY THE BOARD TO COMPLETE HIS/HER REMAINING TERM AS A CIVIC LEADER DIRECTOR, IF SUCH MEMBER DIRECTOR CEASES TO BE A SENIOR-LEVEL STAFF MEMBER OF THE MEMBER AT WHICH HE/SHE WAS EMPLOYED AT THE TIME OF ELECTION OR SUCH MEMBER CEASES TO BE A MEMBER IN GOOD STANDING. THIS COULD OCCUR IF THE DIRECTOR IS IN GOOD STANDING. PREVIOUSLY, THERE WAS NO SUCH PROVISION. A MAJORITY OF THE DIRECTORS MUST BE MEMBER DIRECTORS. PREVIOUSLY, THE REQUIRED NUMBER OF INSTITUTIONAL DIRECTORS WAS BETWEEN 16 AND 20. - A CIVIC LEADER DIRECTOR WAS PREVIOUSLY CALLED A COMMUNITY DIRECTOR. (4) THE NUMBER OF CONSECUTIVE YEARS THAT A DIRECTOR MAY SERVE WITHOUT A LAPSE OF AT LEAST ONE YEAR WAS DECREASED FROM EIGHT TO SIX. FORM 990, PART VI, SECTION A, LINE 6 THERE IS ONE CLASS OF VOTING MEMBERS COMPRISED OF: (A) ORGANIZATIONS PRINCIPALLY ENGAGED IN THE CREATION, PRESENTATION, PRESERVATION, TEACHING, RESEARCH, DISSEMINATION, SUPPORT, OR PROMOTION OF ARTS AND CULTURE, BROADLY DEFINED, IN THE GREATER PHILADELPHIA REGION (COLLECTIVELY "ARTS AND CULTURE ORGANIZATIONS), (B) ORGANIZATIONS, OR OPERATIONS OR PROGRAMS OF ORGANIZATIONS, THAT REGULARLY SERVE ARTS AND CULTURE ORGANIZATIONS OR THEIR STAKEHOLDERS. THE GREATER PHILADELPHIA REGION INCLUDES SOUTHEASTERN PENNSYLVANIA, SOUTHERN NEW JERSEY, AND NORTHERN DELAWARE. FORM 990, PART VI, SECTION A, LINE 7A BOARD DIRECTORS ARE ELECTED BY THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE GOVERNING DOCUMENTS MAY ONLY BE AMENDED WITH THE APPROVAL BY A MAJORITY OF A QUORUM OF MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B ONCE THE IRS FORM 990 IS PREPARED BY INDEPENDENT ACCOUNTANTS, IT GOES THROUGH THREE LEVELS OF REVIEW. INITIALLY IT IS REVIEWED BY THE FINANCE STAFF, AND PROCEEDS TO EXECUTIVE STAFF AND THE FULL BOARD. THE DRAFT OF THE 990 IS SENT BY E-MAIL TO THE FULL BOARD PRIOR TO ITS FILING WITH THE IRS, AND AN APPROPRIATE AMOUNT OF TIME IS OFFERED FOR COMMENTS/CHANGES. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD AND KEY STAFF MEMBERS ARE ASKED TO SIGN A CONFLICT OF INTEREST FORM EACH YEAR. THE BOARD LIAISON MAINTAINS THE FILE OF THE SIGNED CONFLICT OF INTEREST FORMS AND ENSURES THEIR TIMELY COMPLIANCE. FORMS ARE REVIEWED BY THE PRESIDENT AND ALL IDENTIFIED CONFLICTS ARE NOTED. IF A CONFLICT ARISES, THE PRESIDENT THEN PRESENTS THE CONFLICT TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, FOR DETERMINATION OF WHETHER THE CONFLICT IS PERMISSIBLE. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE PRESIDENT IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AT THE TIME OF THE ANNUAL REVIEW. THE ORGANIZATION ENGAGED A COMPENSATION AND BENEFITS SPECIALIST ON A VOLUNTEER BASIS TO REVIEW ALL STAFF SALARIES AND BENEFITS INCLUDING THE PRESIDENT. THE DELIBERATION AND FINAL DECISION ARE DOCUMENTED IN A TIMELY MANNER AS PART OF THE ANNUAL REVIEW OF STAFF COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE GREATER PHILADELPHIA CULTURAL ALLIANCE PUBLISHES ITS FINANCIAL STATEMENTS ON ITS PUBLIC WEBSITE, WWW.PHILACULTURE.ORG. ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 275,597. MANAGEMENT AND GENERAL EXPENSES 47,991. FUNDRAISING EXPENSES 4,098. TOTAL EXPENSES 327,686. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 1,432. MANAGEMENT AND GENERAL EXPENSES 376. FUNDRAISING EXPENSES 392. TOTAL EXPENSES 2,200.