ACADEMY OF NATURAL SCIENCES OF PHILADELPHIA: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ACADEMY OF NATURAL SCIENCES OF PHILADELPHIA (EIN 23-1352000)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201223199349306902
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T17:19:57-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233022325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZELENKOFSKE AXELROD LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2370 YORK ROAD SUITE A-5 | AddressLine1 |
| City | JAMISON | City |
| State | PA | State |
| ZIP Code | 18929 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352000 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ACADEMY OF NATURAL SCIENCES OF PHILADELPHIA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ACAD | NameControl |
| Phone | 2152991000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 BENJAMIN FRANKLIN PARKWAY | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 191031101 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID RUSENKO | Name |
| Title | VP OF FINANCE AND ADMINISTRATION | Title |
| Phone | 2152991000 | Phone |
| Date Signed | 2012-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ZELENKOFSKE AXELROD LLC | Name |
| PTIN | P00671750 | PTIN |
| Phone | 2159182277 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ACADEMY OF NATURAL SCIENCES OF DREXEL UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID RUSENKO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 BENJAMIN FRANKLIN PARKWAY | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 29674160 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ANSP.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1812 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | THE ACADEMY OF NATURAL SCIENCES (ACADEMY) WAS ESTABLISHED IN 1812 AND IS THE OLDEST NATURAL SCIENCE RESEARCH INSTITUTION AND MUSEUM IN THE AMERICAS. IT'S MISSION IS "WE ADVANCE RESEARCH, EDUCATION, AND PUBLIC ENGAGEMENT IN BIODIVERSITY AND ENVIRONMENTAL SCIENCE". THE ACADEMY IS AFFILIATED WITH DREXEL UNIVERSITY AND IS RECOGNIZED INTERNATIONALLY FOR ITS SYSTEMATIC AND ENVIRONMENTAL RESEARCH, DIVERSE NATURAL SCIENCE COLLECTIONS, EXHIBITS AND EDUCATIONAL PROGRAMS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 367 | TotalNbrEmployees |
| Total Nbr Volunteers | 490 | TotalNbrVolunteers |
| Total Gross UBI | -42250 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5430352 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7384123 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3284238 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3205788 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2847857 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6071944 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 813911 | OtherRevenuePriorYear |
| Other Revenue Current Year | 636088 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12376358 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17297943 | 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 | 7470081 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8312292 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 917602 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6267537 | OtherExpensePriorYear |
| Other Expenses Current Year | 6513438 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13737618 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14825730 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1361260 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2472213 | RevenuesLessExpensesCY |
| Total Assets BOY | 76126251 | TotalAssetsBOY |
| Total Assets EOY | 71111666 | TotalAssetsEOY |
| Total Liabilities BOY | 7061441 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8903297 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 69064810 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 62208369 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION IS "WE ADVANCE RESEARCH, EDUCATION, AND PUBLIC ENGAGMEENT IN BIODIVERSITY AND ENVIROMENTAL SCIENCE." THE ACADEMY IMPLEMENTS ITS MISSION THROUGH IMPROVING UNDERSTANDING OF THE DIVERSITY OF LIFE, DEVELOPING AND APPLYING SCIENCE TO PROTECT THE ENVIRONMENT, ADVANCING PUBLIC INTEREST AND ENGAGEMENT OF NATURAL SCIENCE AND ENVIROMENTAL ISSUES, AND PRESERVING THE HERITAGE OF NATURAL SCINECE IN SPECIMENS, IMAGES, WORDS AND NUMBERS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6492639 | Expense |
| Revenue | 2654656 | Revenue |
| Description | RESEARCH - ACADEMY ENVIRONMENTAL SCIENTISTS CONTIUNE TO BE TRAILBLAZERS IN THE USE OF BIOTIC CENSUSES AS INDICATORS OF ENVIRONMENTAL HEALTH, PARTICULARLY IN SURVEYS OF DIATOMS, FISH AND MACROINVERTIBRATES IN AQUATIC SYSTEMS. ACADEMY SYSTEMATIC SCIENTISTS WORK TO UNDERSTAND AND RECORD THE HISTORY OF LIFE, AND TO MAKE THAT KNOWLEDGE ACCESSIBLE TO FELLOW SCIENTISTS AND THE PUBLIC. SCIENTISTS DESCRIBED SEVEN NEW SPECIES AND ADDED 240,000 ITEMS TO THE COLLECTION. ACADEMY SCIENTISTS STUDIED THE POTENTIAL IMPACT OF MARCELLUS SHALE DRILLING ON THE ECOLOGY OF STREAMS IN THE UPPER SUSQUEHANNA AND DELAWARE RIVER BASINS. STAFF CONTINUED MONITORING POLLUTANT CONCENTRATIONS OF FISH COLLECTED FROM NEW JERSEY LAKES AND STREAMS AND STUDIED THE IMPACTS OF LAND USE AND CLIMATE CHANGE ON PENNSYLVANIA'S TINICUM MARSH. THEY ALSO INVESTIGATED ALGAE BLOOMS IN THE EAST CHINA SEA. SCIENTISTS FROM BOTH THE ACADEMY AND DREXEL UNIVERSITY JOINED FORCES TO DESIGN A NEW DEPARTMENT AT DREXEL UNIVERSITY CALLED BIODIVERSITY, EARTH, AND ENVIRONMENTAL SCIENCE (BEES) WHICH WILL ACCEPT ITS FIRST STUDENTS IN FALL 2012 AND OFFER TEACHING OPPORTUNITIES FOR ACADEMY SCIENTISTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4740110 | Expense |
| Revenue | 2382114 | Revenue |
| Description | EDUCATION - EDUCATION IS CENTRAL TO THE MISSION OF THE ACADEMY. ACADEMY STAFF AND VOLUNTEERS PROVIDE A WIDE VARIETY OF SERVICES AND RESOURCES FOR SCHOOLS, HOME SCHOOLING FAMILIES, YOUTH CAMPS AND EDUCATORS. IN ADDITION TO FORMAL PROGRAMS THE PUBLIC MUSEUM OFFERS A VARIETY OF ACTIVITIES AND EVENTS THAT CELEBRATED THE ACADEMY'S CORE STRENGTHS OF COLLECTIONS AND SCIENTIFIC RESEARCH. THE ACADEMY'S EDUCATION DEPARTMENT LAUNCHED SEVERAL NEW PROGRAMS FOR ADULTS AND FAMILIES. NEW FIELDTRIPS AND WORKSHOPS GAVE PARTICIPANTS THE OPPORTUNITY TO WORK DIRECTLY WITH ACADEMY SCIENTISTS AND EXPERTS ON TOPICS RANGING FROM BEGINNING NATURE PHOTOGRAPHY TO GOING BEHIND THE SCENES TO CONNECT WITH THE COLLECTIONS. THE GROW UP GREAT WITH SCIENCE PROGRAM WORKED WITH EARLY CHILDHOOD EDUCATORS TO EVALUATE TEACHING METHODS IN LOW INCOME NEIGHBORHOODS. 1,200 PHILADELPHIA SIXTH THROUGH EIGTH GRADERS AND THEIR TEACHERS CAME TO THE ACADEMY TO LEARN ABOUT CAREER OPPORTUNITIES IN THE SCIENCES DURING TWO CAREER DAYS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1076532 | Expense |
| Revenue | 381068 | Revenue |
| Description | LIBRARY AND ARCHIVES - NUMBERING MORE THAN 200,000 BOOKS AND 250,000 MANUSCRIPTS, MAPS, ARCHIVAL OBJECTS AND WORKS OF ART, THESE HOLDINGS PROIVDE AN UNPARALLELED RESOURCE FOR RESEARCHERS AND EDUCATORS ALIKE. THE ACADEMY'S SCIENTIFIC PUBLICATION "PROCEEDINGS OF THE ACADEMY OF NATURAL SCIENCES" REPRESENTS AMERICA'S LONGEST RUNNING SERIAL PUBLISHING PROGRAM DEVOTED TO THE NATURAL WORLD. THE LIBRARY AND ARCHIVES STAFF CREATED NEARLY 700 HIGH RESOLUTION DIGITAL IMAGES OF RARE BOOK PLATES AND ARCHIVAL ITEMS TO ENHANCE ACCESIBILITY AND INCREASE USE OF THE ITEMS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | 4538232 | Revenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Rev | 4538232 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 12309281 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | 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 | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | 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 | 1 | 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 | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | 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 | 134 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 367 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | EI | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DE | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ID | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NE | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TX | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WY | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID RUSENKO VP OF FINANCE AND AD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2152991000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ANS - 1900 BENJAMIN FRANKLIN | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 191031101 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| GEORGE W GEPHART JR | |||||||
| PRESIDENT AND CEO | 45.00 | X | X | 290643 | 0 | 19303 | |
| CYNTHIA P HECKSHER | |||||||
| BOARD CHAIR | 10.00 | X | X | 0 | 0 | 0 | |
| MICHAEL H REED ESQ | |||||||
| VICE CHAIR OF THE BOARD | 3.00 | X | X | 0 | 0 | 0 | |
| PETER AUSTEN | |||||||
| BOARD TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| HELEN Y BOWMAN | |||||||
| BOARD TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BYRON T CLARK | |||||||
| BOARD TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CARL S CUTLER | |||||||
| BOARD TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ABBIE DEAN | |||||||
| BOARD TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| HARVEY I FORMAN ESQUIRE | |||||||
| BOARD TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN A FRY | |||||||
| BOARD TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARK L GREENBERG | |||||||
| BOARD TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES R MACALEER | |||||||
| BOARD TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SANDRA L MCLEAN | |||||||
| BOARD TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ALLEN J MODEL | |||||||
| BOARD TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ANTHONY K MOORE | |||||||
| BOARD TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| I WISTER MORRIS III | |||||||
| BOARD TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN NYHEIM | |||||||
| BOARD TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PATRICK M OATES PHD | |||||||
| BOARD TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SEYMOUR S PRESTON III | |||||||
| BOARD TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ANN L REED | |||||||
| BOARD TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GERALD B RORER | |||||||
| BOARD TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN J SOROKO | |||||||
| BOARD TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KENNETH J WARRWN ESQUIRE | |||||||
| BOARD TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN F BALES III | |||||||
| BOARD TRUSTEE-EMERITUS | 1.00 | X | 0 | 0 | 0 | ||
| EDWARD A MONTGOMERY JR | |||||||
| BOARD TRUSTEE-EMERITUS | 1.00 | X | 0 | 0 | 0 | ||
| MINTURN T WRIGHT III | |||||||
| BOARD TRUSTEE-EMERITUS | 1.00 | X | 0 | 0 | 0 | ||
| ANDREW LEWIS | |||||||
| BOARD TRUSTEE-HONORARY | 1.00 | X | 0 | 0 | 0 | ||
| RUTH PATRICK | |||||||
| BOARD TRUSTEE-HONORARY | 0.00 | X | 0 | 0 | 0 | ||
| DAVID P LAZAR SR | |||||||
| TREASURER | 3.00 | X | X | 0 | 0 | 0 | |
| JUDITH E SOLTZ ESQ | |||||||
| SECRETARY | 3.00 | X | X | 0 | 0 | 0 | |
| DAVID RUSENKO | |||||||
| STAFF BOARD TRUSTEE | 45.00 | X | 101643 | 0 | 8019 | ||
| SARA A HERTZ | |||||||
| STAFF VP OF STRATEGIC INITIATIVES | 45.00 | 175717 | 0 | 15974 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 568003 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 43296 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| KEYSTONE HEALTH PLAN | |||||
| PO BOX 70250 | PHILADELPHIA | PA | 191760250 | MEDICAL INSURANCE | 512723 |
| JS CORNELL & SON INC | |||||
| 1528 CHERRY STREET | PHILADELPHIA | PA | 19102 | BUILDING CONTACTORS | 390334 |
| ART GUILD INC | |||||
| 300 WOLF DRIVE | WEST DEPTFORD | NJ | 08086 | DESIGN FIRM | 333483 |
| HAMADA ROOFING | |||||
| 2848 FRANKFORD AVE | PHILADELPHIA | PA | 19134 | ROOFING CONTRACTOR | 243400 |
| CLEAN TECH SERVICES INC | |||||
| 114 CHESTNUT ST | PHILADELPHIA | PA | 19106 | CLEANING SERVICES | 233621 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 15 | NumberOfContractorsGT100K |
| Membership Dues | 371628 | MembershipDues |
| Government Grants | 1722316 | GovernmentGrants |
| All Other Contributions | 5290179 | AllOtherContributions |
| Noncash Contributions | 1301682 | NoncashContributions |
| Total Contributions | 7384123 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MUSEUM ADMISSIONS | 900099 | 1160662 | 1160662 |
| ENVIRONMENTAL RESEARCH | 541700 | 1080711 | 1080711 |
| EDUCATION & MUSEUM PRO | 611600 | 837254 | 837254 |
| SYSTEMATIC BIOLOGY RES | 541700 | 105371 | 105371 |
| LIBRARY | 519100 | 21790 | 21790 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3205788 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2977123 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3024163 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -47040 | UnrelatedBusinessRevenue |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 84687 | TotalRevenueColumn |
| Related Or Exempt Function Income | 84687 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15248386 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12153565 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3094821 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3094821 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3094821 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 450524 | GrossSalesOfInventory |
| Cost Of Goods Sold | 222652 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 227872 | TotalRevenueColumn |
| Related Or Exempt Function Income | 223082 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 4790 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EATERY FOR MUSEUM GUES | Description |
| Business Code | 722210 | BusinessCode |
| Total Revenue Column | 102746 | TotalRevenueColumn |
| Related Or Exempt Function Income | 102746 | RelatedOrExemptFunctionIncome |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 220783 | TotalRevenueColumn |
| Related Or Exempt Function Income | 220783 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 323529 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17297943 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9956070 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -42250 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 611299 | Total |
| Management And General | 378894 | ManagementAndGeneral |
| Fundraising | 232405 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6189629 | Total |
| Program Services | 5092906 | ProgramServices |
| Management And General | 847467 | ManagementAndGeneral |
| Fundraising | 249256 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 571615 | Total |
| Program Services | 403420 | ProgramServices |
| Management And General | 112666 | ManagementAndGeneral |
| Fundraising | 55529 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 464753 | Total |
| Program Services | 328002 | ProgramServices |
| Management And General | 91102 | ManagementAndGeneral |
| Fundraising | 45649 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 474996 | Total |
| Program Services | 335231 | ProgramServices |
| Management And General | 92889 | ManagementAndGeneral |
| Fundraising | 46876 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 371565 | Total |
| Program Services | 20893 | ProgramServices |
| Management And General | 350672 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51385 | Total |
| Management And General | 51385 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24000 | Total |
| Fundraising | 24000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68814 | Total |
| Management And General | 68814 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 215249 | Total |
| Program Services | 36383 | ProgramServices |
| Management And General | 176553 | ManagementAndGeneral |
| Fundraising | 2313 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 713936 | Total |
| Program Services | 618130 | ProgramServices |
| Management And General | 10359 | ManagementAndGeneral |
| Fundraising | 85447 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 942061 | Total |
| Program Services | 816978 | ProgramServices |
| Management And General | 98308 | ManagementAndGeneral |
| Fundraising | 26775 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97647 | Total |
| Program Services | 23933 | ProgramServices |
| Management And General | 73714 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34414 | Total |
| Program Services | 34414 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1333140 | Total |
| Program Services | 26468 | ProgramServices |
| Management And General | 1306672 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 293743 | Total |
| Program Services | 277399 | ProgramServices |
| Management And General | 12085 | ManagementAndGeneral |
| Fundraising | 4259 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15746 | Total |
| Program Services | 11398 | ProgramServices |
| Management And General | 2899 | ManagementAndGeneral |
| Fundraising | 1449 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41726 | Total |
| Management And General | 41726 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1308424 | Total |
| Program Services | 32899 | ProgramServices |
| Management And General | 1263414 | ManagementAndGeneral |
| Fundraising | 12111 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162278 | Total |
| Program Services | 37029 | ProgramServices |
| Management And General | 125249 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EXHIBITS AND RESEARCH | 378051 | 340434 | 34497 | 3120 |
| EATERY FOR MUSEUM GUEST | 216916 | 216916 | ||
| BUILDING ALLOCATION | 0 | 1645687 | -1667129 | 21442 |
| ADMINISTRATIVE ALLOCATI | 0 | 1788404 | -1893253 | 104849 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 244343 | Total |
| Program Services | 222357 | ProgramServices |
| Management And General | 19864 | ManagementAndGeneral |
| Fundraising | 2122 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14825730 | Total |
| Program Services | 12309281 | ProgramServices |
| Management And General | 1598847 | ManagementAndGeneral |
| Fundraising | 917602 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 281900 | BOY |
| EOY | 461356 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59497 | BOY |
| EOY | 62858 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 581190 | BOY |
| EOY | 510255 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1270548 | BOY |
| EOY | 1204336 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 217000 | BOY |
| EOY | 152210 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 351553 | BOY |
| EOY | 644686 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 44145652 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 29452048 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15103859 | BOY |
| EOY | 14693604 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32475133 | BOY |
| EOY | 26795888 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18145324 | BOY |
| EOY | 19484285 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7211074 | BOY |
| EOY | 7102188 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 429173 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76126251 | BOY |
| EOY | 71111666 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 626206 | BOY |
| EOY | 599426 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 195740 | BOY |
| EOY | 552226 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1100000 | BOY |
| EOY | 1100000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5139495 | BOY |
| EOY | 6651645 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7061441 | BOY |
| EOY | 8903297 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13641322 | BOY |
| EOY | 8782679 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7850404 | BOY |
| EOY | 7147476 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47573084 | BOY |
| EOY | 46278214 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69064810 | BOY |
| EOY | 62208369 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76126251 | BOY |
| EOY | 71111666 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2472213 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -9328654 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10819590 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6876128 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5810719 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5430352 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7384123 | CurrentTaxYear |
| Total | 36320912 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4168118 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3607442 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3693605 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3975761 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3757189 | CurrentTaxYear |
| Total | 19202115 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14987708 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10483570 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9504324 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9406113 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11141312 | CurrentTaxYear |
| Total | 55523027 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 603069 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 480203 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 612033 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 406589 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1192630 | CurrentTaxYear |
| Total | 3294524 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1551150 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 993097 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 759206 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 636948 | CurrentTaxYearMinus1Year |
| Current Tax Year | 850111 | CurrentTaxYear |
| Total | 4790512 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2154219 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1473300 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1371239 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1043537 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2042741 | CurrentTaxYear |
| Total | 8085036 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 47437991 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2804228 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3240583 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3557521 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3289252 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3061810 | CurrentTaxYear |
| Total | 15953394 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8765 | CurrentTaxYearMinus4Years |
| Total | 8765 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2812993 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3240583 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3557521 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3289252 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3061810 | CurrentTaxYear |
| Total | 15962159 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | -8861428 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -319007 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3094821 | CurrentTaxYear |
| Total | -6085614 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17800701 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13724153 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4200417 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12376358 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17297943 | CurrentTaxYear |
| Total | 65399572 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.72540 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.79010 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.24410 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.24900 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Belongs To Affiliated Group | X | OrgBelongsToAffiliatedGroup |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 25440 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 25440 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 15116962 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 15142402 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 907120 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 226780 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 892371 | CurrentYearMinus3 |
| Current Year Minus2 | 903100 | CurrentYearMinus2 |
| Current Year Minus1 | 854742 | CurrentYearMinus1 |
| Current Year | 907120 | CurrentYear |
| Total | 3557333 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,336,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 147672 | CurrentYearMinus3 |
| Current Year Minus2 | 116280 | CurrentYearMinus2 |
| Current Year Minus1 | 98013 | CurrentYearMinus1 |
| Current Year | 25440 | CurrentYear |
| Total | 387405 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 223093 | CurrentYearMinus3 |
| Current Year Minus2 | 225775 | CurrentYearMinus2 |
| Current Year Minus1 | 213686 | CurrentYearMinus1 |
| Current Year | 226780 | CurrentYear |
| Total | 889334 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,334,001 | GrassrootsCeilingAmount |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | THE ACADEMY IS AN AFFILIATE OF DREXEL UNIVERSITY (EIN 23-1352630). DREXEL IS EXEMPT UNDER 501(C)(3) AND HAS NOT FILED FORM 5768. DREXEL OPERATES ON A JULY 1 TO JUNE 30 FISCAL YEAR. THE TOTAL LOBBYING COSTS FOR THE PERIOD JULY 1, 2010 TO JUNE 30, 2011 WERE $476,290. DREXEL LOBBYING COSTS CONSIST OF $71,295 OF MAILINGS AND $404,995 OF COSTS ASSOCIATED WITH DIRECT CONTACT. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 1 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 50024054 | BeginningOfYearBalance |
| Contributions | 1623397 | Contributions |
| Investment Earnings Or Losses | -776448 | InvestmentEarningsOrLosses |
| Other Expenditures | 5076869 | OtherExpenditures |
| End Of Year Balance | 45794134 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 47438833 | BeginningOfYearBalance |
| Contributions | 374640 | Contributions |
| Investment Earnings Or Losses | 6248863 | InvestmentEarningsOrLosses |
| Other Expenditures | 4038282 | OtherExpenditures |
| End Of Year Balance | 50024054 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 43115074 | BeginningOfYearBalance |
| Contributions | 1428304 | Contributions |
| Investment Earnings Or Losses | 7377655 | InvestmentEarningsOrLosses |
| Other Expenditures | 4418612 | OtherExpenditures |
| Administrative Expenses | 63588 | AdministrativeExpenses |
| End Of Year Balance | 47438833 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.06030 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.85550 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08420 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 33518630 | OtherCostOrOtherBasis |
| Depreciation | 19921006 | Depreciation |
| Book Value | 13597624 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10627022 | OtherCostOrOtherBasis |
| Depreciation | 9531042 | Depreciation |
| Book Value | 1095980 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 14693604 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (12 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MORGAN STANLEY INSTITUTIONAL | 697102 | F |
| GOLDMAN SACHS FUNDS | 5757002 | F |
| MADISON INTERNATIONAL RE | 1837183 | F |
| FIR TREE CAPITAL | 2456005 | F |
| VERDIS REAL ASSETS FUND | 1190069 | F |
| FLAG ENERGY | 214808 | F |
| FLAG REAL ESTATE | 222114 | F |
| OWL CREEK | 829584 | F |
| ADDISON CLARK | 1010608 | F |
| MASON CAPITAL | 1034696 | F |
| CALAMOS INTERNATIONAL | 2406904 | F |
| VARIOUS | 1828210 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 19484285 | TotalOfBookValueSecurities |
Investments Program Related InvestmentsProgramRelated (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| WOODWARD TRUST | 3493372 | F |
| SHARPE TRUST | 3110170 | F |
| CARPENTER TRUST | 375488 | F |
| MORRIS TRUST | 123158 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 7102188 | TotalOfBookValueProgramRelated |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ADDITIONAL MINIMUM LIABILITY-PENSION PLAN | $6,181,466 |
| PAYROLL TAXES AND BENEFITS PAYABLE | $123,941 |
| LIFE INCOME GIFTS | $284,518 |
| OTHER LIABILITIES | $61,720 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6651645 | TotalOfAmounts |
| Total Revenue | 17297943 | TotalRevenue |
| Total Expenses | 14825730 | TotalExpenses |
| Excess Or Deficit For Year | 2472213 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -7119538 | NetUnrealizedGLOnInvestments |
| Other | -$2,209,116 | OtherAmount |
| Total Adjustments | -9328654 | TotalAdjustments |
| Excess Or Deficit Per FS | -6856441 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 10495077 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -7119538 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 1056 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 315616 | OtherRevenues |
| Revenue Not Rptd F990 | -6802866 | RevenueNotRptdF990 |
| Revenue Subtotal | 17297943 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 17297943 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 15142402 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 1056 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 315616 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 316672 | ExpensesNotRptdF990 |
| Expenses Subtotal | 14825730 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14825730 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 1A: | THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ACADEMY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. THE ACADEMY'S COLLECTIONS ARE MADE UP OF LIBRARY HOLDINGS, SCIENTIFIC SPECIMENS, MINERALS, GEMS, EXHIBITS, AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. | |
| PART III, LINE 4: | THE ACADEMY'S COLLECTIONS OF MORE THAN 17 MILLION CATALOGED NATURAL HISTORY SPECIMENS AND ARTIFACTS ARE COLLECTIVELY AMONG THE 10 LARGEST IN THE UNITED STATES. THROUGH ITS THREE MAIN COMPONENTS-RESEARCH, EDUCATION AND MUSEUM-THE ACADEMY WORKS TO SHARE IT SCIENTIFIC KNOWLEDGE GAINED FROM THE COLLECTIONS AND OTHER ORGANIZATIONS, GOVERNMENTS, BUSINESSES, AND INDIVIDUALS TO INSPIRE STEWARDSHIP IN THE ENVIRONMENT AND TO PROMOTE AND ENCOURAGE CONTINUED INVESTMENT IN THE NATURAL SCIENCES. | |
| PART V, LINE 4: | THE ENDOWMENT FUNDS WERE ESTABLISHED TO SUPPORT SPECIFIC COLLECTIONS AND RESEARCH, EDUCATION, PUBLICATIONS, THE LIBRARY, DEPARTMENTAL CHAIRS AND POSITIONS, AND THE OVERALL OPERATION OF THE ACADEMY OF NATURAL SCIENCES. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | PART X-LINE 25: THE ACADEMY DID NOT HAVE A FIN 48 LIABILITY FOR AN UNCERTAIN TAX POSITION IN ITS AUDITED FINANCIAL STATEMENTS. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| EFFECT OF FASB STMT NO 158 CUMULATIVE EFFECT OF CHANGE IN ACCOUNTING PRINC. -2,209,116. BENEFIT RETIREMENT PLAN LIABILITY | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| PART XIII-LINE 2D-EXPENSES OF $92,964 ASSOCIATED WITH GENERATING MISCELLANEOUS REVENUE. COST OF GOODS SOLD $222,652 (SEE PART VIII FORM 990 LINE 10B). |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EAST ASIA & THE PACIFIC | 0 | 0 | PROGRAM SERVICES | RESEARCH / COLLECTING | 72004 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | RESEARCH / COLLECTING | 3213 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | RESEARCH / COLLECTING | 4000 |
| SOUTH AMERICA | 0 | 1 | PROGRAM SERVICES | RESEARCH / COLLECTING | 51502 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 1 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 130719 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 130719 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD USED TO ACCCOUNT FOR EXPENDITURES: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 3: THE EXPENDITURES INCURRED IN ACTIVITIES OUTSIDE THE UNITED STATES ARE TRACKED ON EXPENSE REPORTS SUBMITTED BY THE SCIENTISTS AND EMPLOYEES. THE EXPENSE REPORTS DOCUMENT THE ACTUAL EXPENDITURES AND DISBURSEMENTS MADE WITHIN THE FOREIGN LOCATION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GEORGE W GEPHART JR | |||||||||||||
| 290643 | 0 | 0 | 0 | 0 | 0 | 7265 | 0 | 12038 | 0 | 309946 | 0 | 0 | 0 |
| SARA A HERTZ | |||||||||||||
| 175717 | 0 | 0 | 0 | 0 | 0 | 3936 | 0 | 12038 | 0 | 191691 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| MIGUEL PEREZ-PEREZ | |||
| RELATED TO BOARD MEMBER | 21553 | EMPLOYMENT | 0 |
| PETER AUSTEN | |||
| BOARD MEMBER | 177229 | INSURANCEINSURANCE | 0 |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE L-PART IV-SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | ReturnReference |
| Explanation | THE ACADEMY HAS UTILIZED WILLIS OF PA TO PROVIDE INSURANCE BROKERAGE SERVICES FOR MANY YEARS. IN 2010, PETER AUSTEN JOINED THE ACADEMY'S BOARD OF TRUSTEES. MR. AUSTEN IS THE REGIONAL PARTNER FOR WILLIS NORTH AMERICA, WHICH INCLUDES WILLIS OF PA. WILLIS PROVIDES BROKERAGE SERVICE CONNECTING INSURANCE CARRIERS WITH CLIENTS TO FIND THE BEST COVERAGE AT THE BEST PRICE. WILLIS COLLECTS BOTH THE PREMIUM PAYMENTS FOR THE INSURANCE CARRIERS AND A SERVICE COMMISSION FOR THEIR BROKERAGE AND RISK MANAGEMENT CONSULTING SERVICES. THE $177,229 OF INSURANCE PAYMENTS TO WILLIS OF PA INCLUDES $36,672 OF SERVICE COMMISSION. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 35 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1301682 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenues |
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenues |
Taxidermy Taxidermy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenues |
Scientific Specimens ScientificSpecimens
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | PARKING SPACE | 2 | 0 | N/A |
| X | CARPET | 2 | 0 | N/A |
| X | MICROSCOPE/COMP. | 3 | 0 | N/A |
| X | DENTAL INS, & MODEL | 2 | 0 | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B) NOT THE NUMBER OF ITEMS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | FORM 990, PART VI, SECTION A, LINE 7A: ON SEPTEMBER 30, 2011, THE ACADEMY OF NATURAL SCIENCES OF PHILADELPHIA EXECUTED AN AFFILIATION AGREEMENT WITH DREXEL UNIVERSITY ESTABLISHING THE ACADEMY AS A NON-PROFIT SUBSIDIARY OF DREXEL. NO MENETARY CONSIDERATION WAS EXCHANGED IN THIS TRANSACTION. BOTH THE ACADEMY AND DREXEL RETAIN THEIR SEPARATE CORPORATE IDENTITIES AND MISSIONS. THE ACADEMY REMAINS A SEPARATE 501(C)(3) NON-PROFIT ORGANIZATION WITH ITS OWN BOARD OF TRUSTEES AND RETAINS ITS CORPORATE NAME. DREXEL BECOMES THE SOLE VOTING MEMBER OF THE ACADEMY. THE ACADEMY WILL BE CONVERTING FROM A CALENDAR YEAR ORGANIZATION TO A JULY 1 FISCAL YEAR ORGANIZATION, BEGINNING JULY 1, 2012, MATCHING DREXEL'S FISCAL YEAR. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERSHIP OF THE ACADEMY CONSISTS OF ONE VOTING MEMBER WHICH IS DREXEL UNIVERSITY. | |
| FORM 990, PART VI, SECTION A, LINE 7A | DREXEL UNIVERSITY AS THE SOLE VOTING MEMBER HAS THE AUTHORITY TO APPOINT OR REMOVE AN ACADEMY TRUSTEE. | |
| FORM 990, PART VI, SECTION A, LINE 7B | TO THE FULLEST EXTENT PERMITTED UNDER THE PENNSYLVANIA NON-PROFIT CORPORATION LAW OF 1988, AS AMENDED, CERTAIN CORPORATE ACTIONS REQUIRE THE APPROVAL OF THE MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE DRAFT 990 IS PREPARED INTERNALLY AND REVIEWED BY OUR EXTERNAL AUDITORS ZELENKOFSKE AXELROD LLC. THE DRAFT 990 IS THEN REVIEWED BY THE ACADEMY'S AUDIT COMMITTEE, WITH THE EXTERNAL AUDITORS PRESENT. THE AUDIT COMMITTEE WILL APPROVE THE FINAL VERSION AND DIRECT THE EXTERNAL AUDITORS TO FILE THE RETURN. A COPY OF THE FINAL VERSION IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF TRUSTEES AND POSTED ON THE WEBSITE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL TRUSTEES AND APPROPRIATE ACADEMY STAFF REVIEW AND SIGN A CONFLICT OF INTEREST POLICY EACH YEAR WHICH IS MONITORED FOR COMPLIANCE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE ACADEMY'S CEO WAS RECOMMENDED BY THE ACADEMY'S SEARCH COMMITTEE WORKING WITH AN EXECUTIVE SEARCH FIRM AND APPROVED BY THE BOARD OF TRUSTEES. THE COMPENSATION WAS BASED ON DATA PROVIDED BY THE SEARCH FIRM THAT FACTORED IN THE SPECIFIC INDUSTRY ALONG WITH THE GEOGRAPHIC REGION. THE SEARCH FIRM ALSO PROVIDED DATA ON THE OTHER NON-PROFIT CEO'S WITHIN THE REGION TO HELP RECOMMEND AN APPROPRIATE SALARY RANGE. A THIRD PARTY COMPENSATION SPECIALIST REVIEWED ALL POSITIONS AT THE ACADEMY AND RECOMMENDED A COMPENSATION STRUCTURE BASED ON JOB CLASS, INDUSTRY SECTOR AND GEOGRAPHIC REGION. INDIVIDUAL COMPENSATION LEVELS ARE ESTABLISHED WITHIN THE RANGE FOR THE GIVEN POSITION BASED ON EXPERIENCE AND YEARS OF SERVICE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THROUGH THE ACADEMY PUBLIC WEBSITE THE PUBLIC MAY REQUEST AND PRINT THE ACADEMY'S BY-LAWS, ARTICLES OF INCORPORATION, FORM 990, CODE OF ETHICS AND CONDUCT AND THE CURRENT AUDIT FINANCIAL STATEMENTS. THE ACADEMY WILL ALSO RESPOND TO WRITTEN REQUESTS AS WELL AS PHONE REQUESTS FOR INFORMATION FOR THOSE WITHOUT COMPUTER ACCESS. THE ACADEMY'S 990 ALSO APPEARS ON INDEPENDENT NON-PROFIT WEBSITES LIKE GUIDESTAR AND CHARITY NAVIGATOR. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -7,119,538. EFFECT OF FASB STMT NO 158 CUMULATIVE EFFECT OF CHANGE IN ACCOUNTING PRINC. -2,209,116. BENEFIT RETIREMENT PLAN LIABILITY TOTAL TO FORM 990, PART XI, LINE 5: -9,328,654. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| SCHEDULE L PART IV: INTERESTED PERSONS | MIGUEL PEREZ-PEREZ IS THE SON-IN-LAW OF A MEMBER OF THE ACADEMY'S BOARD OF TRUSTEES. MIGUEL WORKS IN THE BOTANY DEPARTMENT OF THE ACADEMY AS A CURATORIAL ASSISTANT. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DREXEL UNIVERSITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3141 CHESTNUT ST | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352630 | EIN |
| Primary Activities | HIGHER EDUCATION | PrimaryActivities |
| Legal Domicile State | PA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 2 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DREXEL UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 350000 | AmountInvolved |
| Method Of Amt Determination | CASH | MethodOfAmtDetermination |
Comments