HISTORIC PHILADELPHIA INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HISTORIC PHILADELPHIA INC (EIN 23-2764558)
Tax period
2024-04-01 to 2025-03-31
Filed
2026-02-02
IRS object ID
202620339349301327
Schema version
2024v5.5
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)
Return2026-02-02T16:40:50-06:00ReturnTs
Tax Period End2025-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN233099625PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KEISER GIORDANO CPA'S PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1780 NEWTOWN YARDLEY ROAD SUITE 321AddressLine1Txt
CityNEWTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18940ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-04-01TaxPeriodBeginDt

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 Line1601 WALNUT STREET 130EAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19106ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAMY NEEDLEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2156295801PhoneNum
Signature2026-02-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES D KEISER IIIPreparerPersonNm
PTINP00718732PTIN
Phone2157852600PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAMY NEEDLEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 WALNUT STREET SUITE 130EAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19006ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,301,156GrossReceiptsAmt
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.'S (HPI) MISSION IS TO MAKE OUR NATION'S HISTORY RELEVANT, REAL, AND FUN BY ENLIVENING HISTORIC SITES THROUGH STORYTELLING, INTERACTIONS, AND EDUCATION.ActivityOrMissionDesc
Voting Members Governing Body23VotingMembersGoverningBodyCnt
Voting Members Independent23VotingMembersIndependentCnt
Total Employee123TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,151,375PYContributionsGrantsAmt
CY Contributions Grants$1,083,343CYContributionsGrantsAmt
PY Program Service Revenue$2,555,263PYProgramServiceRevenueAmt
CY Program Service Revenue$2,872,802CYProgramServiceRevenueAmt
PY Investment Income$29,194PYInvestmentIncomeAmt
CY Investment Income$18,608CYInvestmentIncomeAmt
PY Other Revenue$263,745PYOtherRevenueAmt
CY Other Revenue$289,167CYOtherRevenueAmt
PY Total Revenue$3,999,577PYTotalRevenueAmt
CY Total Revenue$4,263,920CYTotalRevenueAmt
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$1,560,332PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,793,524CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$262,229CYTotalFundraisingExpenseAmt
PY Other Expenses$2,511,689PYOtherExpensesAmt
CY Other Expenses$2,968,983CYOtherExpensesAmt
PY Total Expenses$4,072,021PYTotalExpensesAmt
CY Total Expenses$4,762,507CYTotalExpensesAmt
PY Revenues Less Expenses-$72,444PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$498,587CYRevenuesLessExpensesAmt
Total Assets BOY$4,670,759TotalAssetsBOYAmt
Total Assets EOY$4,816,512TotalAssetsEOYAmt
Total Liabilities BOY$1,443,153TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,087,493TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,227,606NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,729,019NetAssetsOrFundBalancesEOYAmt
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$3,847,664ExpenseAmt
Revenue$2,872,802RevenueAmt
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:HISTORIC PHILADELPHIA, INC.'S (HPI) MISSION IS TO MAKE OUR NATION'S HISTORY RELEVANT, REAL, AND FUN BY ENLIVENING HISTORIC SITES THROUGH STORYTELLING, INTERACTIONS, AND EDUCATION. 1. ONCE UPON A NATION - UNIQUE HERITAGE INITIATIVE, INCORPORATING: A. ACADEMICALLY RESEARCHED INTERPRETIVE STORYTELLING AT 10 LOCATIONS IN PHILADELPHIA'S HISTORIC DISTRICT AND TWO LOCATIONS IN VALLEY FORGE NATIONAL HISTORICAL PARK B. INTERACTIVE WALKING "ADVENTURE TOURS," LED WITHIN PHILADELPHIA'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 CONTENT E. EDUCATIONAL PROGRAMS CREATED BY CLASSROOM EDUCATORS, FOR CLASSROOM EDUCATORS, SPECIFICALLY DESIGNED FOR A WIDE RANGE OF LEARNERS WITH A VARIETY OF INTERESTS AND LEARNING STYLES.THROUGH ONCE UPON A NATION, HPI ENGAGES VISITORS WITH FIRST-PERSON HISTORICAL INTERPRETATION AND STORYTELLING THAT BRINGS AMERICAN HISTORY TO LIFE AND STRENGTHENS PHILADELPHIA'S ROLE AS A LEADING DESTINATION FOR CULTURAL AND EDUCATIONAL TOURISM IN PHILADELPHIA'S HISTORIC DISTRICT AND VALLEY FORGE.2. BETSY ROSS HOUSE - THE PRESERVED, HISTORIC SITE DEDICATED TO TELLING THE STORY OF BETSY ROSS AND COLONIAL MIDDLE-CLASS WOMEN IN PHILADELPHIAHISTORIC PHILADELPHIA, INC. OPERATES THE BETSY ROSS HOUSE, WHICH WELCOMES OVER 80,000 VISITORS ANNUALLY AND INTERPRETS THE LIFE OF BETSY ROSS AND COLONIAL-ERA WOMEN THROUGH TOURS, LIVING HISTORY, AND PUBLIC PROGRAMS.3. FRANKLIN SQUARE - THE REVITALIZED AND TRANSFORMED DESTINATION ESTABLISHING GREEN SPACE, COMMUNITY PROGRAMMING, AND ATTRACTIONS FOR VISITORS AND AREA RESIDENTS.HISTORIC PHILADELPHIA, INC. (HPI) OPERATES FRANKLIN SQUARE, A 7.5-ACRE PUBLIC PARK SERVING MORE THAN 700,000 VISITORS ANNUALLY. IT IS THE LARGEST PUBLIC GREEN SPACE SERVING OLD CITY, CALLOWHILL, AND THE CHINATOWN COMMUNITY. FRANKLIN SQUARE PROVIDES FAMILY ATTRACTIONS AND MORE THAN 50 FREE PUBLIC PROGRAMS EACH YEAR..Desc
Total Program Service Expenses$3,847,664TotalProgramServiceExpensesAmt
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
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
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 RequiredYes (1)ScheduleJRequiredInd
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 With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
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
Employee123EmployeeCnt
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members23GoverningBodyVotingMembersCnt
Independent Voting Member23IndependentVotingMemberCnt
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 BodyYes (1)Form990ProvidedToGvrnBodyInd
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 Line1601 WALNUT STREET SUITE 130EAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19106ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JOSHUA WOLSON
CHAIRMAN1.00Yes (X)Yes (X)$0$0$0
BRIAN ROMANI
DIRECTOR1.00Yes (X)$0$0$0
FLORA BECKER
DIRECTOR1.00Yes (X)$0$0$0
KAREN BUTLER
DIRECTOR1.00Yes (X)$0$0$0
IAN COMISKY
DIRECTOR1.00Yes (X)$0$0$0
LAUREN FELDHAKE
DIRECTOR1.00Yes (X)$0$0$0
MERYL LEVITZ
DIRECTOR1.00Yes (X)$0$0$0
MARC OPPENHEIMER
VICE CHAIRMAN1.00Yes (X)Yes (X)$0$0$0
EDWARD RENDELL
DIRECTOR1.00Yes (X)$0$0$0
BEN ARMSTRONG
DIRECTOR1.00Yes (X)$0$0$0
JOE VOLPE
DIRECTOR1.00Yes (X)$0$0$0
SHEILA HESS
DIRECTOR1.00Yes (X)$0$0$0
JENNIFER SCHWARTZ
DIRECTOR1.00Yes (X)$0$0$0
WILLIAM HAINES IV
DIRECTOR1.00Yes (X)$0$0$0
RICK ODORISIO
TREASURER1.00Yes (X)Yes (X)$0$0$0
ROB GHORMOZ
DIRECTOR1.00Yes (X)$0$0$0
JOSEPH PERNA
DIRECTOR1.00Yes (X)$0$0$0
JAZELLE JONES
DIRECTOR1.00Yes (X)$0$0$0
CHRISTOPHER NANASINKAM
DIRECTOR1.00Yes (X)$0$0$0
AMY NEEDLE
PRESIDENT40.00Yes (X)Yes (X)$182,960$0$0
JOHN ESTEY
DIRECTOR1.00Yes (X)$0$0$0
SIM LOH
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL OKENQUIST
DIRECTOR1.00Yes (X)$0$0$0
WENDY VERNA
DIRECTOR1.00Yes (X)$0$0$0
JOSHUA L GRIMES ESQ
SECRETARY1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$182,960TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PJ DICK INCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 NORTH SHORE DRIVEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15212ZIPCd
FieldValueIRS element (for citing)
ServicesCONSTRUCTIONServicesDesc
Compensation$647,976CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Government Grants$570,095GovernmentGrantsAmt
All Other Contributions$513,248AllOtherContributionsAmt
Total Contributions$1,083,343TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM REVENUEDesc
Business713990BusinessCd
Total Revenue Column$2,872,802TotalRevenueColumnAmt
Related Or Exempt Func Income$2,872,802RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,872,802TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,608TotalRevenueColumnAmt
Related Or Exempt Func Income$18,608RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$163,440FundraisingGrossIncomeAmt
Fundraising Direct Expenses$37,236FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$126,204TotalRevenueColumnAmt
Exclusion$126,204ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RETAIL COMMISSION455000$162,788$162,788
MISCELLANEOUS REVENUE900099$175$175
FieldValueIRS element (for citing)
Other Revenue Total$162,963OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,263,920TotalRevenueColumnAmt
Related Or Exempt Func Income$3,054,373RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$126,204ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$182,960TotalAmt
Program Services$18,296ProgramServicesAmt
Management And General$91,480ManagementAndGeneralAmt
Fundraising$73,184FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,241,282TotalAmt
Program Services$1,053,105ProgramServicesAmt
Management And General$65,289ManagementAndGeneralAmt
Fundraising$122,888FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$32,689TotalAmt
Program Services$1,241ProgramServicesAmt
Management And General$31,448ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$217,154TotalAmt
Program Services$185,265ProgramServicesAmt
Management And General$13,321ManagementAndGeneralAmt
Fundraising$18,568FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$119,439TotalAmt
Program Services$90,056ProgramServicesAmt
Management And General$14,383ManagementAndGeneralAmt
Fundraising$15,000FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$63,755TotalAmt
Management And General$63,755ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$98,775TotalAmt
Management And General$98,775ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$30,000TotalAmt
Fundraising$30,000FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$202,886TotalAmt
Program Services$175,671ProgramServicesAmt
Management And General$27,215ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$122,770TotalAmt
Program Services$122,204ProgramServicesAmt
Management And General$566ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$13,026TotalAmt
Program Services$3,511ProgramServicesAmt
Management And General$8,519ManagementAndGeneralAmt
Fundraising$996FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$180,441TotalAmt
Program Services$4,101ProgramServicesAmt
Management And General$176,340ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$12,004TotalAmt
Program Services$10,430ProgramServicesAmt
Management And General$1,574ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$11,286TotalAmt
Program Services$6,658ProgramServicesAmt
Management And General$4,628ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$4,432TotalAmt
Program Services$4,354ProgramServicesAmt
Management And General$78ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$157,294TotalAmt
Program Services$157,294ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$228,340TotalAmt
Program Services$228,240ProgramServicesAmt
Management And General$100ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM EXPENSES$1,583,053$1,578,624$3,386$1,043
MERCHANT CHARGES$184,029$179,107$4,922
TELEPHONE AND INTERNET$47,772$15,608$32,164
MISCELLANEOUS$15,235$2,570$12,415$250

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$13,885TotalAmt
Program Services$11,329ProgramServicesAmt
Management And General$2,256ManagementAndGeneralAmt
Fundraising$300FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,762,507TotalAmt
Program Services$3,847,664ProgramServicesAmt
Management And General$652,614ManagementAndGeneralAmt
Fundraising$262,229FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,131,647BOYAmt
EOY$500,820EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$350,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$257,280BOYAmt
EOY$65,735EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$33,565BOYAmt
EOY$14,201EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$10,362,092LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$7,153,099LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,474,649BOYAmt
EOY$3,208,993EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$773,618BOYAmt
EOY$676,763EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,670,759BOYAmt
EOY$4,816,512EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$268,847BOYAmt
EOY$972,932EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$125,027BOYAmt
EOY$178,198EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,049,279BOYAmt
EOY$936,363EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,443,153BOYAmt
EOY$2,087,493EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,451,441BOYAmt
EOY$2,348,606EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$776,165BOYAmt
EOY$380,413EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,227,606BOYAmt
EOY$2,729,019EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,670,759BOYAmt
EOY$4,816,512EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$498,587ReconcilationRevenueExpnssAmt
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$1,356,629CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,956,744CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,025,455CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,347,994CurrentTaxYearMinus1YearAmt
Current Tax Year$1,246,783CurrentTaxYearAmt
Total$8,933,605TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,356,629CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,956,744CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,025,455CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,347,994CurrentTaxYearMinus1YearAmt
Current Tax Year$1,246,783CurrentTaxYearAmt
Total$8,933,605TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$8,933,605PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$7,108CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,194CurrentTaxYearMinus1YearAmt
Current Tax Year$18,608CurrentTaxYearAmt
Total$54,920TotalAmt
FieldValueIRS element (for citing)
Total Support$8,988,525TotalSupportAmt
Gross Receipts Rltd Activities$8,641,024GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99390PublicSupportCY170Pct
Public Support PY1700.99570PublicSupportPY170Pct
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)
Investment Cost Or Other Basis$9,909,860InvestmentCostOrOtherBasisAmt
Depreciation$6,999,912DepreciationAmt
Book Value$2,909,948BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$368,032InvestmentCostOrOtherBasisAmt
Depreciation$129,229DepreciationAmt
Book Value$238,803BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$84,200InvestmentCostOrOtherBasisAmt
Depreciation$23,958DepreciationAmt
Book Value$60,242BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,208,993TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
OTHER ASSETS$23,878
OTHER ASSETS$652,885
FieldValueIRS element (for citing)
Total Book Value Other Assets$676,763TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
CURRENT PORTION OF LONG TERM DEBT$14,035
LOAN PAYABLE - PAYROLL PROTECTION PROGRAM$610
LONGTERM DEBT - LESS CURRENT$146,798
OPERATING LEASE LIABILITY$774,920
FieldValueIRS element (for citing)
Total Liability$936,363TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$4,301,156TotalRevEtcAuditedFinclStmtAmt
Other Revenue$37,236OtherRevenueAmt
Revenue Not Reported$37,236RevenueNotReportedAmt
Revenue Subtotal$4,263,920RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,263,920TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,799,743TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$37,236OtherExpensesIncludedAmt
Expenses Not Reported$37,236ExpensesNotReportedAmt
Expenses Subtotal$4,762,507ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,762,507TotalExpensesPerForm990Amt

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 HOUSE?S 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 BETSY'S 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 BETSY'S 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 NATION'S 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 NATION'S CHARACTER. THROUGH THE CAREFUL PRESERVATION AND INTERPRETATION OF THESE OBJECTS, BETSY'S 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$163,440GrossReceiptsEvent1Amt
Gross Revenue Event1$163,440GrossRevenueEvent1Amt
Other Direct Expenses Event1$37,236OtherDirectExpensesEvent1Amt
Gross Receipts Total$163,440GrossReceiptsTotalAmt
Gross Revenue Total Events$163,440GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$37,236OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$37,236DirectExpenseSummaryEventsAmt
Net Income Summary$126,204NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Substantiation RequiredYes (1)SubstantiationRequiredInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonAMY NEEDLEPersonNm
TitlePRESIDENTTitleTxt
Base Compensation Filing Org$182,960BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$182,960TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BMEMBERS OF THE GOVERNING BOARD REVIEWS THE 990 PRIOR TO FILING, AND VERIFY THE ACCURACY OF THE INFORMATION WITH SENIOR STAFF OF THE ORGANIZATION.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.

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