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HISTORIC PHILADELPHIA INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
HISTORIC PHILADELPHIA INC (EIN 23-2764558)
Tax period
2014-04-01 to 2015-03-31
Filed
2016-02-10
IRS object ID
201600419349300900
Schema version
2014v6.0
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)
Return2016-02-10T07:57:31-06:00ReturnTs
Tax Period End2015-03-31TaxPeriodEndDt

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 Begin2014-04-01TaxPeriodBeginDt

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
Signature2016-02-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES D KEISER IIIPreparerPersonNm
PTINP00718732PTIN
Phone2157852600PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

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$3,398,620GrossReceiptsAmt
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 Employee137TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,891,703PYContributionsGrantsAmt
CY Contributions Grants$1,295,793CYContributionsGrantsAmt
PY Program Service Revenue$1,306,827PYProgramServiceRevenueAmt
CY Program Service Revenue$1,928,419CYProgramServiceRevenueAmt
PY Investment Income$928PYInvestmentIncomeAmt
CY Investment Income$275CYInvestmentIncomeAmt
PY Other Revenue$12,252PYOtherRevenueAmt
CY Other Revenue$24,252CYOtherRevenueAmt
PY Total Revenue$3,211,710PYTotalRevenueAmt
CY Total Revenue$3,248,739CYTotalRevenueAmt
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$1,222,965PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,174,505CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$189,779CYTotalFundraisingExpenseAmt
PY Other Expenses$2,854,326PYOtherExpensesAmt
CY Other Expenses$2,818,601CYOtherExpensesAmt
PY Total Expenses$4,077,291PYTotalExpensesAmt
CY Total Expenses$3,993,106CYTotalExpensesAmt
PY Revenues Less Expenses-$865,581PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$744,367CYRevenuesLessExpensesAmt
Total Assets BOY$9,117,320TotalAssetsBOYAmt
Total Assets EOY$8,525,656TotalAssetsEOYAmt
Total Liabilities BOY$693,899TotalLiabilitiesBOYAmt
Total Liabilities EOY$846,602TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$8,423,421NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,679,054NetAssetsOrFundBalancesEOYAmt
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$3,383,297ExpenseAmt
Revenue$1,928,419RevenueAmt
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$3,383,297TotalProgramServiceExpensesAmt
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
Employee137EmployeeCnt
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)$28,681$0$0
RICK ODORISIO
TREASURER1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$178,681TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$242,065FundraisingAmt
Government Grants$665,766GovernmentGrantsAmt
All Other Contributions$387,962AllOtherContributionsAmt
Noncash Contributions$101,050NoncashContributionsAmt
Total Contributions$1,295,793TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM REVENUEDesc
Business713990BusinessCd
Total Revenue Column$1,928,419TotalRevenueColumnAmt
Related Or Exempt Func Income$1,928,419RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,928,419TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$26TotalRevenueColumnAmt
Exclusion$26ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,615SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,366SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$249SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$249TotalRevenueColumnAmt
Related Or Exempt Func Income$249RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$242,065ContriRptFundraisingEventAmt
Fundraising Direct Expenses$144,515FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$144,515TotalRevenueColumnAmt
Exclusion-$144,515ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RETAIL COMMISSION452000$160,717$160,717
MISCELLANEOUS REVENUE900099$8,050$8,050
FieldValueIRS element (for citing)
Other Revenue Total$168,767OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,248,739TotalRevenueColumnAmt
Related Or Exempt Func Income$2,097,435RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$144,489ExclusionAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$1,174,505TotalAmt
Program Services$965,212ProgramServicesAmt
Management And General$81,751ManagementAndGeneralAmt
Fundraising$127,542FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$5,374TotalAmt
Program Services$5,374ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$18,722TotalAmt
Management And General$18,722ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$82,868TotalAmt
Management And General$82,868ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$109,284TotalAmt
Program Services$89,244ProgramServicesAmt
Management And General$15,000ManagementAndGeneralAmt
Fundraising$5,040FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$160,146TotalAmt
Program Services$159,030ProgramServicesAmt
Fundraising$1,116FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$14,915TotalAmt
Program Services$4,191ProgramServicesAmt
Management And General$10,290ManagementAndGeneralAmt
Fundraising$434FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$167,241TotalAmt
Program Services$718ProgramServicesAmt
Management And General$166,443ManagementAndGeneralAmt
Fundraising$80FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$11,252TotalAmt
Program Services$4,837ProgramServicesAmt
Management And General$6,387ManagementAndGeneralAmt
Fundraising$28FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,107TotalAmt
Program Services$2,354ProgramServicesAmt
Management And General$3,259ManagementAndGeneralAmt
Fundraising$494FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$480,407TotalAmt
Program Services$470,971ProgramServicesAmt
Management And General$9,436ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$112,610TotalAmt
Program Services$97,075ProgramServicesAmt
Management And General$15,535ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
PROGRAM EXPENSES$1,578,846$1,525,511$53,335
BANK CHARGES$56,185$53,157$0$3,028
DUES & SUBSCRIPTION$7,577$5,597$1,710$270
MAINTENANCE & REPAIRS$4,204$0$0$4,204

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,863TotalAmt
Program Services$26ProgramServicesAmt
Management And General$2,837ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,993,106TotalAmt
Program Services$3,383,297ProgramServicesAmt
Management And General$420,030ManagementAndGeneralAmt
Fundraising$189,779FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$423,707BOYAmt
EOY$338,840EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$48,741BOYAmt
EOY$34,253EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$30,251BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$30,068BOYAmt
EOY$37,755EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$306BOYAmt
EOY$8,328EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,908BOYAmt
EOY$6,550EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$16,140,532LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$8,043,292LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,577,649BOYAmt
EOY$8,097,240EOYAmt

Other Assets Total OtherAssetsTotalGrp

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

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,117,320BOYAmt
EOY$8,525,656EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$384,674BOYAmt
EOY$545,780EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$309,225BOYAmt
EOY$300,822EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$693,899BOYAmt
EOY$846,602EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,188,914BOYAmt
EOY$7,540,083EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$234,507BOYAmt
EOY$138,971EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,423,421BOYAmt
EOY$7,679,054EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,117,320BOYAmt
EOY$8,525,656EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$744,367ReconcilationRevenueExpnssAmt
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$10,776,091CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,780,733CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,631,521CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,790,653CurrentTaxYearMinus1YearAmt
Current Tax Year$1,295,793CurrentTaxYearAmt
Total$17,274,791TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,776,091CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,780,733CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,631,521CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,790,653CurrentTaxYearMinus1YearAmt
Current Tax Year$1,295,793CurrentTaxYearAmt
Total$17,274,791TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$17,274,791PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,613CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,094CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$222CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$132CurrentTaxYearMinus1YearAmt
Current Tax Year$26CurrentTaxYearAmt
Total$4,087TotalAmt
FieldValueIRS element (for citing)
Total Support$17,278,878TotalSupportAmt
Gross Receipts Rltd Activities$7,310,378GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99980PublicSupportCY170Pct
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$15,755,963OtherCostOrOtherBasisAmt
Depreciation$7,908,189DepreciationAmt
Book Value$7,847,774BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$384,569OtherCostOrOtherBasisAmt
Depreciation$135,103DepreciationAmt
Book Value$249,466BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$8,097,240TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$3,393,254TotalRevEtcAuditedFinclStmtAmt
Other Revenue$144,515OtherRevenueAmt
Revenue Not Reported$144,515RevenueNotReportedAmt
Revenue Subtotal$3,248,739RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,248,739TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,137,621TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$144,515OtherExpensesIncludedAmt
Expenses Not Reported$144,515ExpensesNotReportedAmt
Expenses Subtotal$3,993,106ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,993,106TotalExpensesPerForm990Amt

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$242,065GrossReceiptsEvent1Amt
Charitable Contri Event1$242,065CharitableContriEvent1Amt
Food And Beverage Event1$46,326FoodAndBeverageEvent1Amt
Entertainment Event1$3,300EntertainmentEvent1Amt
Other Direct Expenses Event1$94,889OtherDirectExpensesEvent1Amt
Gross Receipts Total$242,065GrossReceiptsTotalAmt
Charitable Contributions Tot$242,065CharitableContributionsTotAmt
Food And Beverage Total Events$46,326FoodAndBeverageTotalEventsAmt
Entertainment Total Events$3,300EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$94,889OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$144,515DirectExpenseSummaryEventsAmt
Net Income Summary-$144,515NetIncomeSummaryAmt

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)LABOR2$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 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 MAKE IT GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

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