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HISTORIC PHILADELPHIA INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
HISTORIC PHILADELPHIA INC (EIN 23-2764558)
Tax period
2013-04-01 to 2014-03-31
Filed
2015-02-09
IRS object ID
201540409349300754
Schema version
2013v4.0
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)
Return2015-02-09T08:53:14-06:00ReturnTs
Tax Period End2014-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN233099625PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GIORDANO & ASSOC CPAS PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE NORTH WILSON AVENUE-SUITE 2AddressLine1
CityBRISTOLCity
StatePAState
ZIP Code19007ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232764558EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HISTORIC PHILADELPHIA INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlHISTBusinessNameControlTxt
Phone2156295801PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 SOUTH INDEPENDENCE MALL WEST NOAddressLine1
Address Line2550AddressLine2
CityPHILADELPHIACity
StatePAState
ZIP Code19106ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAMY NEEDLEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2156295801PhoneNum
Signature2015-02-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES D KEISER IIIPreparerPersonNm
PTINP00718732PTIN
Phone2157852600PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAMY NEEDLEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 S INDEPENDENCE MALL WEST SUITEAddressLine1
Address Line2550AddressLine2
CityPHILADELPHIACity
StatePAState
ZIP Code19006ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$3,372,012GrossReceiptsAmt
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 Employee120TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,631,521PYContributionsGrantsAmt
CY Contributions Grants$1,891,703CYContributionsGrantsAmt
PY Program Service Revenue$1,261,221PYProgramServiceRevenueAmt
CY Program Service Revenue$1,306,827CYProgramServiceRevenueAmt
PY Investment Income$222PYInvestmentIncomeAmt
CY Investment Income$928CYInvestmentIncomeAmt
PY Other Revenue$15,744PYOtherRevenueAmt
CY Other Revenue$12,252CYOtherRevenueAmt
PY Total Revenue$2,908,708PYTotalRevenueAmt
CY Total Revenue$3,211,710CYTotalRevenueAmt
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$1,277,167PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,222,965CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$207,656CYTotalFundraisingExpenseAmt
PY Other Expenses$2,623,622PYOtherExpensesAmt
CY Other Expenses$2,854,326CYOtherExpensesAmt
PY Total Expenses$3,900,789PYTotalExpensesAmt
CY Total Expenses$4,077,291CYTotalExpensesAmt
PY Revenues Less Expenses-$992,081PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$865,581CYRevenuesLessExpensesAmt
Total Assets BOY$9,990,364TotalAssetsBOYAmt
Total Assets EOY$9,117,320TotalAssetsEOYAmt
Total Liabilities BOY$701,362TotalLiabilitiesBOYAmt
Total Liabilities EOY$693,899TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,289,002NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,423,421NetAssetsOrFundBalancesEOYAmt
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$3,386,878ExpenseAmt
Revenue$1,306,827RevenueAmt
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$3,386,878TotalProgramServiceExpensesAmt
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
Employee120EmployeeCnt
Employment Tax Returns Filed0EmploymentTaxReturnsFiledInd
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 Line1MANAGEMENTBusinessNameLine1
FieldValueIRS element (for citing)
Phone2156295801PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 SOUTH INDEPENDENCE MALL WESTAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19106ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (3 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
AMY NEEDLE
PRESIDENT & CEO40.00Yes (X)$150,000$0$0Yes (X)
JOSHUA L GRIMES ESQ
SECRETARY1.00Yes (X)$36,923$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$186,923TotalReportableCompFromOrgAmt
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$309,925FundraisingAmt
Government Grants$371,952GovernmentGrantsAmt
All Other Contributions$1,209,826AllOtherContributionsAmt
Noncash Contributions$101,050NoncashContributionsAmt
Total Contributions$1,891,703TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM REVENUEDesc
Business713990BusinessCd
Total Revenue Column$1,306,827TotalRevenueColumnAmt
Related Or Exempt Func Income$1,306,827RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,306,827TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$132TotalRevenueColumnAmt
Exclusion$132ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$10,932SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$10,136SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$796SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$796TotalRevenueColumnAmt
Related Or Exempt Func Income$796RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$309,925ContriRptFundraisingEventAmt
Fundraising Direct Expenses$150,166FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$150,166TotalRevenueColumnAmt
Exclusion-$150,166ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RETAIL COMMISSION452000$145,174$145,174
MISCELLANEOUS REVENUE900099$17,244$17,244
FieldValueIRS element (for citing)
Other Revenue Total$162,418OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,211,710TotalRevenueColumnAmt
Related Or Exempt Func Income$1,470,041RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$150,034ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,222,965TotalAmt
Program Services$887,777ProgramServicesAmt
Management And General$150,170ManagementAndGeneralAmt
Fundraising$185,018FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$36,923TotalAmt
Management And General$36,923ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$72,863TotalAmt
Program Services$19,730ProgramServicesAmt
Management And General$48,200ManagementAndGeneralAmt
Fundraising$4,933FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$133,964TotalAmt
Program Services$104,573ProgramServicesAmt
Management And General$17,785ManagementAndGeneralAmt
Fundraising$11,606FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$202,851TotalAmt
Program Services$202,062ProgramServicesAmt
Fundraising$789FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$19,590TotalAmt
Program Services$4,373ProgramServicesAmt
Management And General$14,696ManagementAndGeneralAmt
Fundraising$521FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$164,548TotalAmt
Program Services$346ProgramServicesAmt
Management And General$164,202ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,671TotalAmt
Program Services$2,879ProgramServicesAmt
Management And General$5,986ManagementAndGeneralAmt
Fundraising-$1,194FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,961TotalAmt
Program Services$1,894ProgramServicesAmt
Management And General$4,479ManagementAndGeneralAmt
Fundraising$588FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$497,728TotalAmt
Program Services$491,095ProgramServicesAmt
Management And General$6,633ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$114,335TotalAmt
Program Services$95,819ProgramServicesAmt
Management And General$18,516ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM EXPENSES$1,531,521$1,527,213$475$3,833
BANK CHARGES$46,011$42,438$3,573$0
DUES & SUBSCRIPTION$10,161$5,819$2,985$1,357
MAINTENANCE & REPAIRS$5,344$5,344

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,855TotalAmt
Program Services$860ProgramServicesAmt
Management And General$2,790ManagementAndGeneralAmt
Fundraising$205FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,077,291TotalAmt
Program Services$3,386,878ProgramServicesAmt
Management And General$482,757ManagementAndGeneralAmt
Fundraising$207,656FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$506,397BOYAmt
EOY$423,707EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$75,029BOYAmt
EOY$48,741EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$272,139BOYAmt
EOY$30,251EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$278,266BOYAmt
EOY$30,068EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$13,014BOYAmt
EOY$3,908EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$16,140,532LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$7,562,883LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,837,405BOYAmt
EOY$8,577,649EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$5,118BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

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

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,990,364BOYAmt
EOY$9,117,320EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$221,428BOYAmt
EOY$384,674EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$474,916BOYAmt
EOY$309,225EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$5,018BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$701,362BOYAmt
EOY$693,899EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,823,525BOYAmt
EOY$8,188,914EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$465,477BOYAmt
EOY$234,507EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,289,002BOYAmt
EOY$8,423,421EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,990,364BOYAmt
EOY$9,117,320EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$865,581ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
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$7,718,959CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,776,091CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,780,733CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,631,521CurrentTaxYearMinus1YearAmt
Current Tax Year$1,790,653CurrentTaxYearAmt
Total$23,697,957TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,718,959CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,776,091CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,780,733CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,631,521CurrentTaxYearMinus1YearAmt
Current Tax Year$1,790,653CurrentTaxYearAmt
Total$23,697,957TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$23,697,957PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$772CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,613CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,094CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$222CurrentTaxYearMinus1YearAmt
Current Tax Year$132CurrentTaxYearAmt
Total$4,833TotalAmt
FieldValueIRS element (for citing)
Total Support$23,702,790TotalSupportAmt
Gross Receipts Rltd Activities$6,775,318GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99980PublicSupportCY170Pct
Public Support PY1700.99970PublicSupportPY170Pct
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$7,438,529DepreciationAmt
Book Value$8,317,434BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$384,569OtherCostOrOtherBasisAmt
Depreciation$124,354DepreciationAmt
Book Value$260,215BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$8,577,649TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$3,361,448TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$428NetUnrealizedGainsInvstAmt
Other Revenue$150,166OtherRevenueAmt
Revenue Not Reported$149,738RevenueNotReportedAmt
Revenue Subtotal$3,211,710RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,211,710TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,227,457TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$150,166OtherExpensesIncludedAmt
Expenses Not Reported$150,166ExpensesNotReportedAmt
Expenses Subtotal$4,077,291ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,077,291TotalExpensesPerForm990Amt

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 FUNDRAISNG EXPENSES
PART XII, LINE 2D - OTHER ADJUSTMENTS:DIRECT FUNDRAISING EXPENSES

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1FRANKLIN SQUARE EVENTNameOfEvent1Amt
Gross Receipts Event1$238,851GrossReceiptsEvent1Amt
Charitable Contri Event1$238,851CharitableContriEvent1Amt
Other Direct Expenses Event1$91,341OtherDirectExpensesEvent1Amt
Name Of Event2PUMPKINFESTNameOfEvent2Amt
Gross Receipts Event2$20,024GrossReceiptsEvent2Amt
Charitable Contri Event2$20,024CharitableContriEvent2Amt
Other Direct Expenses Event2$7,775OtherDirectExpensesEvent2Amt
Gross Receipts Total$258,875GrossReceiptsTotalAmt
Charitable Contributions Tot$258,875CharitableContributionsTotAmt
Oth Direct Expnss Total Events$99,116OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$99,116DirectExpenseSummaryEventsAmt
Net Income Summary-$99,116NetIncomeSummaryAmt

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)LABOR2$50,000FAIR MARKET VALUE
Yes (X)FOOD AND DRIN2$37,150FAIR MARKET VALUE
Yes (X)OTHER MISC IT4$13,900FAIR MARKET VALUE
Yes (X)AUCTION ITEMS27$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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