BETA

HISTORIC PHILADELPHIA INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
HISTORIC PHILADELPHIA INC (EIN 23-2764558)
Tax period
2015-04-01 to 2016-03-31
Filed
2017-02-14
IRS object ID
201740459349302439
Schema version
2015v3.0
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)
Return2017-02-14T13:34:59-06:00ReturnTs
Tax Period End2016-03-31TaxPeriodEndDt

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 Begin2015-04-01TaxPeriodBeginDt

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 Line1150 S INDEPENDENCE MALL WEST NO 550AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19106ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAMY NEEDLEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2156295801PhoneNum
Signature2017-02-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES D KEISER IIIPreparerPersonNm
PTINP00718732PTIN
Phone2157852600PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAMY NEEDLEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 S INDEPENDENCE MALL WEST SUITEAddressLine1Txt
Address Line2550AddressLine2Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19006ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,936,994GrossReceiptsAmt
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 Body25VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee149TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,295,793PYContributionsGrantsAmt
CY Contributions Grants$1,663,340CYContributionsGrantsAmt
PY Program Service Revenue$1,928,419PYProgramServiceRevenueAmt
CY Program Service Revenue$2,088,545CYProgramServiceRevenueAmt
PY Investment Income$275PYInvestmentIncomeAmt
CY Investment Income$235CYInvestmentIncomeAmt
PY Other Revenue$24,252PYOtherRevenueAmt
CY Other Revenue$71,517CYOtherRevenueAmt
PY Total Revenue$3,248,739PYTotalRevenueAmt
CY Total Revenue$3,823,637CYTotalRevenueAmt
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$1,174,505PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,139,438CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$115,513CYTotalFundraisingExpenseAmt
PY Other Expenses$2,818,601PYOtherExpensesAmt
CY Other Expenses$2,812,327CYOtherExpensesAmt
PY Total Expenses$3,993,106PYTotalExpensesAmt
CY Total Expenses$3,951,765CYTotalExpensesAmt
PY Revenues Less Expenses-$744,367PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$128,128CYRevenuesLessExpensesAmt
Total Assets BOY$8,525,656TotalAssetsBOYAmt
Total Assets EOY$2,266,589TotalAssetsEOYAmt
Total Liabilities BOY$846,602TotalLiabilitiesBOYAmt
Total Liabilities EOY$831,308TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,679,054NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,435,281NetAssetsOrFundBalancesEOYAmt
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$3,334,807ExpenseAmt
Revenue$2,088,545RevenueAmt
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 UPOAN A NATION - UNIQUE HERTIAGE INTITIATIVE, INCORPORATING: A. ACADEMICALLY RESEARCHED INTERPRETIVE STORYTELLING AT 10 LOCATIONS IN PHILADELPHIA'S HISTORIC DISTRICT AND TWO LOCATIONS IN VALLLEY FORGE NATIONAL HISTORICAL PARK B. INTERACTIVE WALKING "ADVENTURE TOURS," LED WITHIN PHIALDELPHIA'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 CONTENT2. BETSY ROSS HOUSE - THE PRESERVED, HISTORIC SITE DEDICATED TO TELLING THE STORY OF BETSY ROSS AND COLONIAL MIDDLE-CLASS WOMEN IN PHILADELPHIA3. LIGHTS OF LIBERTY - THE EVENING SOUND AND LIGHT SPECTACULAR, DESIGNED TO INCREASE LENGTH OF VISITATION THROUGH NIGHTTIME PROGRAMMING IN THE HISTROIC DISTRICT.4. FRANKLIN SQUARE - THE REVITALIZED AND TRANSFORMED DESTINATION ESTABLISHING GREEN SPACE, CUMMUNITY PROGRAMMING, AND ATTRACTIONS FOR VISITORS AND AREA RESIDENTS.Desc
Total Program Service Expenses$3,334,807TotalProgramServiceExpensesAmt
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
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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 Document26IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee149EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members25GoverningBodyVotingMembersCnt
Independent Voting Member25IndependentVotingMemberCnt
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 Body0Form990ProvidedToGvrnBodyInd
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 Line1150 SOUTH INDEPENDENCE MALL WESTAddressLine1Txt
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 CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
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
DIRECTOR1.00Yes (X)$0$0$0
KAREN BUTLER
DIRECTOR1.00Yes (X)$0$0$0
JOLLEY BRUCE CHRISTMAN
DIRECTOR1.00Yes (X)$0$0$0
IAN COMISKY
DIRECTOR1.00Yes (X)$0$0$0
FRANK DICICCO
DIRECTOR1.00Yes (X)$0$0$0
LAUREN FELDHAKE
DIRECTOR1.00Yes (X)$0$0$0
JAMES KENNEY
DIRECTOR1.00Yes (X)$0$0$0
THOMAS KNOX
DIRECTOR1.00Yes (X)$0$0$0
MATTHEW KRAUT
DIRECTOR1.00Yes (X)$0$0$0
MERYL LEVITZ
DIRECTOR1.00Yes (X)$0$0$0
DESIREE PETERKIN-BELL
DIRECTOR1.00Yes (X)$0$0$0
EDWARD RENDELL
DIRECTOR1.00Yes (X)$0$0$0
GERALD SEGAL
DIRECTOR1.00Yes (X)$0$0$0
JUHI SAIGAL-SHAH
DIRECTOR1.00Yes (X)$0$0$0
MARK SEQUILLA
DIRECTOR1.00Yes (X)$0$0$0
STEPHEN STARR
DIRECTOR1.00Yes (X)$0$0$0
CAROL TAMBURINO
DIRECTOR1.00Yes (X)$0$0$0
JOSEPH VIGNOLA
DIRECTOR1.00Yes (X)$0$0$0
CORTWRIGHT WETHERILL
DIRECTOR1.00Yes (X)$0$0$0
JOSHUA WOLSON
DIRECTOR1.00Yes (X)$0$0$0
AMY NEEDLE
PRESIDENT & CEO40.00Yes (X)$150,000$0$0Yes (X)
JOSHUA L GRIMES ESQ
SECRETARY1.00Yes (X)$48,684$0$7,665
RICK ODORISIO
TREASURER1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$198,684TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$7,665TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$240,593FundraisingAmt
Government Grants$447,583GovernmentGrantsAmt
All Other Contributions$975,164AllOtherContributionsAmt
Total Contributions$1,663,340TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM REVENUEDesc
Business713990BusinessCd
Total Revenue Column$2,088,545TotalRevenueColumnAmt
Related Or Exempt Func Income$2,088,545RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,088,545TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$235TotalRevenueColumnAmt
Related Or Exempt Func Income$235RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$240,593ContriRptFundraisingEventAmt
Fundraising Direct Expenses$113,357FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$113,357TotalRevenueColumnAmt
Exclusion-$113,357ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RETAIL COMMISSION452000$174,074$174,074
MISCELLANEOUS REVENUE900099$10,800$10,800
FieldValueIRS element (for citing)
Other Revenue Total$184,874OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,823,637TotalRevenueColumnAmt
Related Or Exempt Func Income$2,273,654RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$113,357ExclusionAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$912,271TotalAmt
Program Services$742,473ProgramServicesAmt
Management And General$73,245ManagementAndGeneralAmt
Fundraising$96,553FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$136,174TotalAmt
Program Services$124,431ProgramServicesAmt
Management And General$8,499ManagementAndGeneralAmt
Fundraising$3,244FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$90,993TotalAmt
Program Services$77,374ProgramServicesAmt
Management And General$5,950ManagementAndGeneralAmt
Fundraising$7,669FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$61,833TotalAmt
Management And General$61,833ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$94,520TotalAmt
Management And General$94,520ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$104,376TotalAmt
Program Services$78,293ProgramServicesAmt
Management And General$22,539ManagementAndGeneralAmt
Fundraising$3,544FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$52,438TotalAmt
Program Services$52,438ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$51,418TotalAmt
Program Services$2,255ProgramServicesAmt
Management And General$48,918ManagementAndGeneralAmt
Fundraising$245FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$139,558TotalAmt
Management And General$139,558ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,424TotalAmt
Program Services$5,886ProgramServicesAmt
Management And General$1,276ManagementAndGeneralAmt
Fundraising$262FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,753TotalAmt
Program Services$517ProgramServicesAmt
Management And General$2,080ManagementAndGeneralAmt
Fundraising$156FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$471,578TotalAmt
Program Services$468,418ProgramServicesAmt
Management And General$3,160ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$119,316TotalAmt
Program Services$98,836ProgramServicesAmt
Management And General$20,480ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM EXPENSES$1,630,393$1,627,219$1,094$2,080
BANK CHARGES$54,634$51,755$2,879$0
MAINTENANCE & REPAIRS$11,043$0$11,043$0
DUES & SUBSCRIPTION$6,423$3,793$870$1,760

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,620TotalAmt
Program Services$1,119ProgramServicesAmt
Management And General$3,501ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,951,765TotalAmt
Program Services$3,334,807ProgramServicesAmt
Management And General$501,445ManagementAndGeneralAmt
Fundraising$115,513FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$338,840BOYAmt
EOY$963,084EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$34,253BOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$133,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$37,755BOYAmt
EOY$23,234EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$8,328BOYAmt
EOY$8,328EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,550BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$7,258,689LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,122,436LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,097,240BOYAmt
EOY$1,136,253EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,690BOYAmt
EOY$2,690EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,525,656BOYAmt
EOY$2,266,589EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$545,780BOYAmt
EOY$324,490EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$300,822BOYAmt
EOY$506,818EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$846,602BOYAmt
EOY$831,308EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,540,083BOYAmt
EOY$840,359EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$138,971BOYAmt
EOY$594,922EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,679,054BOYAmt
EOY$1,435,281EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,525,656BOYAmt
EOY$2,266,589EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$128,128ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$6,115,646OtherChangesInNetAssetsAmt
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$1,780,733CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,631,521CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,790,653CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,295,793CurrentTaxYearMinus1YearAmt
Current Tax Year$1,663,340CurrentTaxYearAmt
Total$8,162,040TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,780,733CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,631,521CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,790,653CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,295,793CurrentTaxYearMinus1YearAmt
Current Tax Year$1,663,340CurrentTaxYearAmt
Total$8,162,040TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$8,162,040PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,094CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$222CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$132CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$26CurrentTaxYearMinus1YearAmt
Current Tax Year$235CurrentTaxYearAmt
Total$2,709TotalAmt
FieldValueIRS element (for citing)
Total Support$8,164,749TotalSupportAmt
Gross Receipts Rltd Activities$8,198,678GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99970PublicSupportCY170Pct
Public Support PY1700.99980PublicSupportPY170Pct
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 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$6,874,913OtherCostOrOtherBasisAmt
Depreciation$5,969,917DepreciationAmt
Book Value$904,996BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$383,776OtherCostOrOtherBasisAmt
Depreciation$152,519DepreciationAmt
Book Value$231,257BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,136,253TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$4,123,435TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$186,440DonatedServicesAndUseFcltsAmt
Other Revenue$113,357OtherRevenueAmt
Revenue Not Reported$299,797RevenueNotReportedAmt
Revenue Subtotal$3,823,638RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,823,638TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,251,562TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$186,440DonatedServicesUseFcltsAmt
Other Expenses Included$113,357OtherExpensesIncludedAmt
Expenses Not Reported$299,797ExpensesNotReportedAmt
Expenses Subtotal$3,951,765ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,951,765TotalExpensesPerForm990Amt

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

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)LABOR1$70,000FAIR MARKET VALUE
Yes (X)OTHER MISC ITEMS4$39,668FAIR MARKET VALUE
Yes (X)FOOD AND DRINK - AUCTION EVENT2$30,830FAIR MARKET VALUE
Yes (X)AUCTION ITEMS27$28,330FAIR 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 (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11MEMBERS 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.
FORM 990, PART XI, LINE 9:WRITE OFF OF ABANDONED LEASEHOLD IMPROVEMENTS -6,115,646.
FORM 990, PART XI, LINE 9IN 2016, THE ORGANIZATION MADE THE DECISION TO CLOSE IT OPERATIONS AT THE HISTORIC PHILADELPHIA CENTER. ALTHOUGH THE CENTER SERVED AS ITS "HUB" FOR OPERATIONS AND TICKETING FOR THE ORGANIZATION, IT WAS A FINANCIAL BURDEN OF THE ORGANIZATION. THE RENT OF THE SPACE AND CONSTANT UPGRADES OF EQUIPMENT PROVED TOO COSTLY. THESE EXPENSES CAME AT A TIME WHEN THE ORGANIZATION LOST ITS STATE FUNDING DUE TO THE CHANGE IN ADMINISTRATION IN HARRISBURG. ALTHOUGH NUMEROUS EFFORTS IN MARKETING, PROGRAMMING, SIGNAGE, PROMOTIONS WERE MADE TO GROW ATTENDANCE TO THE SPACE THE OVERHEAD JUST REMAINED TOO HIGH. CLOSING THE CENTER MEANT THAT THE ORGANIZATION COULD FOCUS ITS ATTENTIONS AND FUNDING ON ITS FREE PROGRAMMING AND EDUCATIONAL OUTREACH PROGRAMS THAT CONTINUE TO ENHANCE THE VISITOR EXPERIENCE. THE ORGANIZATION INCURRED A LOSS OF $6,115,646. THIS IS A DIRECT RESULT IN ABANDONMENT OF IMPROVEMENTS MADE TO CENTER AND A WRITE OFF OF THE COSTS INCURRED FOR THE L360 SHOW AND EXPLORATION OF THE OUTDOOR SHOW.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.