HISTORIC PHILADELPHIA INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HISTORIC PHILADELPHIA INC (EIN 23-2764558)
- Tax period
- 2011-04-01 to 2012-03-31
- Filed
- 2013-02-07
- IRS object ID
- 201310389349301101
- Schema version
- 2011v1.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-07T14:12:42-06:00 | Timestamp |
| Tax Period End Date | 2012-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233099625 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIORDANO & ASSOC CPAS PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NORTH WILSON AVENUE-SUITE 2 | AddressLine1 |
| City | BRISTOL | City |
| State | PA | State |
| ZIP Code | 19007 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232764558 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORIC PHILADELPHIA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HIST | NameControl |
| Phone | 2156295801 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 SOUTH INDEPENDENCE MALL WEST NO | AddressLine1 |
| Address Line2 | 550 | AddressLine2 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19106 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMY NEEDLE | Name |
| Title | PRESIDENT | Title |
| Phone | 2156295801 | Phone |
| Date Signed | 2013-02-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES D KEISER III | Name |
| PTIN | P00718732 | PTIN |
| Phone | 2157852600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | AMY NEEDLE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S INDEPENDENCE MALL WEST SUITE | AddressLine1 |
| Address Line2 | 550 | AddressLine2 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19006 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3100085 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HISTORICPHILADELPHIA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | HISTORIC 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 183 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10756023 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1780733 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1049214 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1149093 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1613 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2094 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 53802 | OtherRevenuePriorYear |
| Other Revenue Current Year | 37800 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11860652 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2969720 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2315604 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1332714 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 207125 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3702587 | OtherExpensePriorYear |
| Other Expenses Current Year | 3643520 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6018191 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4976234 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5842461 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2006514 | RevenuesLessExpensesCY |
| Total Assets BOY | 12890800 | TotalAssetsBOY |
| Total Assets EOY | 10883529 | TotalAssetsEOY |
| Total Liabilities BOY | 603203 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 602446 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 12287597 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10281083 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | HISTORIC 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4181755 | Expense |
| Revenue | 1149093 | Revenue |
| Description | HISTORIC 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 13 LOCATIONS IN PHILADELPHIA'S HISTORIC DISTRICT AND FOUR 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. | Description |
| Total Program Service Expense | 4181755 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 30 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 183 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANAGEMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2156295801 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 SOUTH INDEPENDENCE MALL WEST | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19106 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (3 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| WILLIAM HAINES IV | |||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | |
| AMY NEEDLE | |||||||
| PRESIDENT & CEO | 40.00 | X | 139615 | 0 | 0 | X | |
| JOSHUA L GRIMES ESQ | |||||||
| SECRETARY | 5.00 | X | 97977 | 0 | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 237592 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| THE BEZARK COMPANY | |||||
| 111 W VERDUGO AVENUE | BURBANK | CA | 91502 | PROGRAM | 174694 |
| ALLIED BARTON SECURITY SERVICES | |||||
| PO BOX 828854 | PHILADELPHIA | PA | 191828854 | SECURITY | 123423 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 258609 | FundraisingEvents |
| Government Grants | 211650 | GovernmentGrants |
| All Other Contributions | 1310474 | AllOtherContributions |
| Noncash Contributions | 45192 | NoncashContributions |
| Total Contributions | 1780733 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM REVENUE | Description |
| Business Code | 713990 | BusinessCode |
| Total Revenue Column | 1149093 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1149093 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1149093 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2094 | TotalRevenueColumn |
| Exclusion | $2,094 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 258609 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 130365 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -130365 | TotalRevenueColumn |
| Exclusion | -$130,365 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RETAIL COMMISSION | 452000 | 142299 | 142299 |
| MISCELLANEOUS REVENUE | 900099 | 25866 | 25866 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 168165 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2969720 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1317258 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$128,271 | ExclusionAmount |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1332714 | Total |
| Program Services | 999616 | ProgramServices |
| Management And General | 166808 | ManagementAndGeneral |
| Fundraising | 166290 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53084 | Total |
| Management And General | 53084 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93153 | Total |
| Management And General | 93153 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31780 | Total |
| Fundraising | 31780 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108632 | Total |
| Program Services | 84499 | ProgramServices |
| Management And General | 24133 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 357499 | Total |
| Program Services | 355776 | ProgramServices |
| Management And General | 460 | ManagementAndGeneral |
| Fundraising | 1263 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20286 | Total |
| Program Services | 3797 | ProgramServices |
| Management And General | 15519 | ManagementAndGeneral |
| Fundraising | 970 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 180253 | Total |
| Program Services | 2093 | ProgramServices |
| Management And General | 178160 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11463 | Total |
| Program Services | 2440 | ProgramServices |
| Management And General | 9023 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11160 | Total |
| Program Services | 2318 | ProgramServices |
| Management And General | 7388 | ManagementAndGeneral |
| Fundraising | 1454 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2937 | Total |
| Program Services | 60 | ProgramServices |
| Management And General | 2877 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 854675 | Total |
| Program Services | 847638 | ProgramServices |
| Management And General | 7037 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107528 | Total |
| Program Services | 89785 | ProgramServices |
| Management And General | 17743 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROGRAM EXPENSES | 1758397 | 1753315 | 174 | 4908 |
| BANK CHARGES | 37663 | 35595 | 2068 | 0 |
| DUES & SUBSCRIPTION | 6772 | 3297 | 3150 | 325 |
| MAINTENANCE & REPAIRS | 6235 | 1050 | 5185 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2003 | Total |
| Program Services | 476 | ProgramServices |
| Management And General | 1392 | ManagementAndGeneral |
| Fundraising | 135 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4976234 | Total |
| Program Services | 4181755 | ProgramServices |
| Management And General | 587354 | ManagementAndGeneral |
| Fundraising | 207125 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2274784 | BOY |
| EOY | 1727430 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 979280 | BOY |
| EOY | 343395 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24000 | BOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 895168 | BOY |
| EOY | 266317 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1270 | BOY |
| EOY | 535 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62876 | BOY |
| EOY | 6111 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 15125189 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6588138 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8653422 | BOY |
| EOY | 8537051 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2690 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12890800 | BOY |
| EOY | 10883529 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 178815 | BOY |
| EOY | 157194 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 407911 | BOY |
| EOY | 434179 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16477 | BOY |
| EOY | 11073 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 603203 | BOY |
| EOY | 602446 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10331635 | BOY |
| EOY | 8975692 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1955962 | BOY |
| EOY | 1305391 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12287597 | BOY |
| EOY | 10281083 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12890800 | BOY |
| EOY | 10883529 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -2006514 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3693503 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3547761 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7718959 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10776091 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1780733 | CurrentTaxYear |
| Total | 27517047 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3693503 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3547761 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7718959 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10776091 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1780733 | CurrentTaxYear |
| Total | 27517047 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 27517047 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6409 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3642 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 772 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1613 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2094 | CurrentTaxYear |
| Total | 14530 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 27531577 | TotalSupport |
| Gross Receipts From Admissions Etc | 6909044 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99950 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99950 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14939320 | OtherCostOrOtherBasis |
| Depreciation | 6488358 | Depreciation |
| Book Value | 8450962 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 185869 | OtherCostOrOtherBasis |
| Depreciation | 99780 | Depreciation |
| Book Value | 86089 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8537051 | TotalOfBookValueLandBuildings |
| Total Revenue | 2969720 | TotalRevenue |
| Total Expenses | 4976234 | TotalExpenses |
| Excess Or Deficit For Year | -2006514 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -2006514 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3100085 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 130365 | OtherRevenues |
| Revenue Not Rptd F990 | 130365 | RevenueNotRptdF990 |
| Revenue Subtotal | 2969720 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2969720 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5106599 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 130365 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 130365 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4976234 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4976234 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| DIRECT FUNDRAISNG EXPENSES | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| DIRECT FUNDRAISING EXPENSES | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| LOSS ON TERMINATION OF CONTRACT | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FRANKLIN SQUARE EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 219033 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 219033 | CharitableContributionsEvent1 |
| Food And Beverage Event1 | 30103 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 2850 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 44878 | OtherDirectExpensesEvent1 |
| Name Of Event2 | PUMPKINFEST | NameOfEvent2 |
| Gross Receipts Event2 | 39576 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 39576 | CharitableContributionsEvent2 |
| Other Direct Expenses Event2 | 7342 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 258609 | GrossReceiptsTotal |
| Charitable Contributions Total | 258609 | CharitableContributionsTotal |
| Food And Beverage Total Events | 30103 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 2850 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 52220 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 85173 | DirectExpenseSummaryEvents |
| Net Income Summary | -85173 | NetIncomeSummary |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | FOOD AND DRINK - AUCTION EVENT | 2 | 36804 | FAIR MARKET VALUE |
| X | AUCTION ITEMS | 27 | 39675 | FAIR MARKET VALUE |
| X | OTHER MISC ITEMS | 4 | 8388 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | MEMBERS 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 19 | THE ORGANIZATION MAKE IT GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
Comments