2024-07-25T15:43:21-05:00 2023-09-30 236410283 ISDANER & COMPANY LLC ONE BALA PLAZA SUITE 502 BALA CYNWYD PA 19004 990 2022-10-01 236253966 PHILA SOCIETY FOR THE PRESERVATION OF LANDMARKS PHIL 2159252251 321 SOUTH 4TH STREET PHILADELPHIA PA 19106 GREGORY P MONTANARO CHAIR 2159252251 2024-07-15 1 GREGORY MONTANARO 999009999 0 EDWARD W DORAN CPA P00841330 6106684200 2024-07-15 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z GREGORY P MONTANARO 321 SOUTH 4TH STREET PHILADELPHIA PA 19106 2492692 0 X WWW.PHILALANDMARKS.ORG X 1931 PA THE MISSION OF THE PHILADELPHIA SOCIETY FOR THE PRESERVATION OF LANDMARKS IS TO INSPIRE PEOPLE TO ENGAGE WITH HISTORY BY PROTECTING ITS UNIQUE HISTORICAL SITES AND BY PROVIDING RELATED HISTORICAL, CULTURAL AND EDUCATIONAL PROGRAMMING. 20 20 8 90 73555 1294 249469 531085 1370767 1473060 99247 113592 357692 349793 2077175 2467530 0 0 0 0 328394 301598 0 0 57098 1577927 1755203 1906321 2056801 170854 410729 4504085 4901421 428026 402528 4076059 4498893 THE MISSION OF THE PHILADELPHIA SOCIETY FOR THE PRESERVATION OF LANDMARKS IS TO INSPIRE PEOPLE TO ENGAGE WITH HISTORY BY PROTECTING ITS UNIQUE HISTORICAL SITES AND BY PROVIDING RELATED HISTORICAL, CULTURAL AND EDUCATIONAL PROGRAMMING. 0 0 501725 26811 EDUCATION, EXHIBITIONS, JOINT PROGRAMING, RE-BRANDING, CAPITAL IMPROVEMENTS AND COMMUNITY RELATIONS. 1240519 1373468 TRAVEL, LODGING AND ADMISSION AND OTHER PROGRAM COSTS INCURRED IN CONNECTION WITH LANDMARK'S ROAD SCHOLAR PROGRAM. LANDMARK'S ROAD SCHOLAR IS THE PHILADELPHIA SPONSOR OF THE INTERNATIONAL ROAD SCHOLAR PROGRAM AND SEEKS TO BRING OVER 200 VISITORS TO THE PHILADELPHIA AREA EVERY YEAR. 1742244 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 55 0 1 8 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 0 0 0 PA X KAYLA ANTHONY EXECUTIVE DIRECTOR 2159252251 321 SOUTH FOURTH STREET PHILADELPHIA PA 191064218 GREGORY MONTANARO CHAIRMAN 2.00 X X 0 0 0 JOHN VENTURA VICE CHAIR 2.00 X X 0 0 0 TIMOTHY M ALLES TREASURER 2.00 X X 0 0 0 DAWN M TANCREDI ESQ SECRETARY 2.00 X X 0 0 0 CHARLES P KEATES ESQ CHAIR EMERITUS 2.00 X X 0 0 0 JONATHAN BITTING AT LARGE 1.00 X 0 0 0 LORI COHEN AT LARGE 1.00 X 0 0 0 GREGORY CRANFORD AIA AT LARGE 1.00 X 0 0 0 P JUSTIN DETWILER AT LARGE 1.00 X 0 0 0 BISHOP DAVID G EVANS AT LARGE 1.00 X 0 0 0 FRANK GIORDANO AT LARGE 1.00 X 0 0 0 THOMAS HEMMERICK AT LARGE 1.00 X 0 0 0 ROBIN KOSLO-STAHL AT LARGE 1.00 X 0 0 0 STEPHEN S LEE AT LARGE 1.00 X 0 0 0 MARGARET LONZETTA AT LARGE 1.00 X 0 0 0 NORMAN MARCUS AT LARGE 1.00 X 0 0 0 ROBERT A MARSHALL ESQ AT LARGE 1.00 X 0 0 0 CAROLINE MILLS AT LARGE 1.00 X 0 0 0 ELIZABETH STREITZ POWEL AT LARGE 1.00 X 0 0 0 ROBERT POWELESQ AT LARGE 1.00 X 0 0 0 BECKY SITARCHUK AT LARGE 1.00 X 0 0 0 CORTRIGHT WETHERILL III AT LARGE 1.00 X 0 0 0 KAYLA ANTHONY EXECUTIVE DIRECTOR 40.00 X 85000 0 4575 85000 0 4575 0 0 0 0 0 15347 56002 120938 338798 531085 ROAD SCHOLAR 721000 1373468 1373468 COMMISSIONS 721000 73555 73555 PROGRAM ACTIVITIES 711190 15571 15571 ADMISSIONS 711190 10466 10466 1473060 63929 63929 346974 0 346974 346974 346974 49663 0 49663 49663 49663 21504 56002 25162 -3658 -3658 774 0 774 774 OTHER INCOME 900099 5703 5703 5703 2467530 1752956 73555 109934 X 95800 28740 38320 28740 169607 87700 68057 13850 9600 6926 1826 848 26591 14568 8650 3373 56613 56613 91042 61992 29050 16045 1272 14572 201 2562 2485 77 68437 64005 2378 2054 98232 98232 61011 44314 14867 1830 LODGING 561665 561665 FOOD SERVICES 204684 203611 1073 TRANSPORTATION 189702 181703 2382 5617 PROGRAM COORDINATOR 116120 116120 289090 268911 19671 508 2056801 1742244 257459 57098 1119413 527482 90423 831906 3563 3562 9560 98 42051 48002 3998080 1488343 2327095 2509737 911980 980634 4504085 4901421 120617 101254 151722 69342 27922 132502 127765 99430 428026 402528 X 2976736 3119411 1099323 1379482 4076059 4498893 4504085 4901421 410729 12105 0 X X 0 1 X 1 0 X 418461 418521 356132 249469 531085 1973668 418461 418521 356132 249469 531085 1973668 120076 1853592 412278 331885 448336 387851 410903 1991253 11471 11471 6554 1748 5812 5703 19817 3996209 4936345 0.46380 0.45880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 911980 1000 86508 18854 980634 1088340 -176360 911980 948011 140329 1088340 899580 48431 948011 843072 56508 899580 0.84020 0.15980 0 0 110645 110645 2227870 598190 1629680 1415907 801145 614762 127117 89008 38109 116541 116541 2509737 DEPOSITS 99430 99430 X 2633624 12105 153989 166094 2467530 0 2467530 2210790 153989 153989 2056801 0 2056801 PART III, LINE 1A: IN ACCORDANCE WITH THE PROVISIONS OF FASB ASC 958, ACCOUNTING FOR CONTRIBUTIONS RECEIVED AND MADE, LANDMARKS DOES NOT CAPITALIZE DONATED COLLECTIONS OR RECOGNIZE THEM AS REVENUES OR GAINS. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS A DECREASE IN UNRESTRICTED NET ASSETS. THAT STATEMENT PROVIDES THAT SUCH DONATIONS NEED NOT BE RECOGNIZED IF THEY ARE ADDED TO COLLECTIONS THAT ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN; ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR,AND PRESERVED; AND ARE SUBJECT TO A POLICY THAT REQUIRES THE PROCEEDS FROM SALES OF COLLECTION ITEMS TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. PART III, LINE 4: ORGANIZATION MAINTAINS 4 HISTORICAL HOUSE MUSEUMS INCLUDING FURNISHINGS PART X, LINE 2: PHILALANDMARKS IS EXEMPT FROM TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. PURSUANT TO FASB ASC TOPIC 740, PHILALANDMARKS RECOGNIZES TAX BENEFITS ONLY IF IT IS MORE LIKELY THAN NOT A TAX POSITION (INCLUDING PHILALANDMARKS' ASSERTION THAT ITS INCOME IS EXEMPT FROM TAX) WILL BE SUSTAINED UPON EXAMINATION. NO LIABILITY FOR UNCERTAIN TAX POSITIONS WAS RECORDED AS OF SEPTEMBER 30, 2023 OR 2022. HOLIDAY PARTY 77506 56002 21504 25162 77506 56002 21504 25162 25162 -3658 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF LANDMARKS SHALL BE SUCH PERSONS AS SHALL APPLY FOR MEMBERSHIP AND PAY THE DUES OR AS SHALL BE ELECTED HONORABLY MEMBERS BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF LANDMARKS SHALL HAVE AUTHORITY TO VOTE FOR THE ELECTION OF TRUSTEES FORM 990, PART VI, SECTION A, LINE 7B MEMBERS OF LANDMARKS SHALL HAVE AUTHORITY TO VOTE ON ANY SALE OF PROPERTY, TO VOTE ON ANY PROPOSAL OF MERGER, CONSOLIDATION OR DISSOLUTION, AND TO VOTE ON THE SALE OF SUBSTANTIALLY ALL OF THE ASSETS OF LANDMARKS, AND ANY OTHER POWER RESERVED TO THEM UNDER THE PENNSYLVANIA NON-PROFIT CORPORATION LAW (THE 'NPIC'), LANDMARK'S ARTICLES OF INCORPORATION OR BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND APPROVED BY THE TREASURER, BOARD CHAIR, AND EXECUTIVE DIRECTOR BEFORE FILING FORM 990, PART VI, SECTION B, LINE 12C PHILALANDMARKS' CONFLICT OF INTEREST POLICY IS OUTLINED IN THE TRUSTEE HANDBOOK. WHEN A CONFLICT OF INTEREST ARISES, THE BOARD OF TRUSTEES ARE REQUIRED TO DISCLOSE IT TO THE EXECUTIVE COMMITTEE AND EXCUSE THEMSELVES FROM VOTING ON THE MATTER IN QUESTION. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATION PUBLISHES FINANCIAL INFORMATION ON THE PA CULTURAL DATA PRODUCTION WEBSITE FORM 990, PART IX, LINE 24E ADMISSIONS: PROGRAM SERVICE EXPENSES 103,674. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 103,674. SPEAKERS: PROGRAM SERVICE EXPENSES 39,941. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,941. REPAIR AND MAINTENANCE: PROGRAM SERVICE EXPENSES 38,214. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,214. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 14,120. MANAGEMENT AND GENERAL EXPENSES 6,473. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,593. TIPS: PROGRAM SERVICE EXPENSES 19,585. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,585. TELEPHONE: PROGRAM SERVICE EXPENSES 9,953. MANAGEMENT AND GENERAL EXPENSES 6,476. FUNDRAISING EXPENSES 508. TOTAL EXPENSES 16,937. SUPPLIES: PROGRAM SERVICE EXPENSES 11,005. MANAGEMENT AND GENERAL EXPENSES 3,861. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,866. GARDENING SERVICES: PROGRAM SERVICE EXPENSES 13,343. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,343. PROGRAM EXPENSES: PROGRAM SERVICE EXPENSES 8,144. MANAGEMENT AND GENERAL EXPENSES 2,861. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,005. SECURITY: PROGRAM SERVICE EXPENSES 10,932. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,932. FORM 990 PART XII LINE 2C PROCESS HAS NOT CHANGED FROM PRIOR YEAR