2024-10-28T09:31:23-07:00 2023-12-31 231682016 WILLIAM E HOWE & CO CPAS 105 CHESLEY DR FIRST FLOOR MEDIA PA 19063 990 2023-01-01 232232675 CLIVEDEN OF THE NATIONAL TRUST INC CLIV 2158481777 6401 GERMANTOWN AVENUE PHILADELPHIA PA 19144 CONRAD PERSON Chairman 2158481777 2024-10-28 true true Herbert I Berkowitz P00517879 6105216556 2023 2024-10-15 13:58:12Z 6401 GERMANTOWN AVENUE PHILADELPHIA PA 19144 628641 false X www.cliveden.org X TO PRESERVE AND EDUCATE PEOPLE ABOUT THE HISTORIC BUILDINGS AND GROUNDS AT 6401 GERMANTOWN AVE., PHILADELPHIA, PA KNOWN AS CLIVEDEN (SITE OF 1777 REVOLUTIONARY WAR BATTLE OF GERMANTOWN). 17 17 13 40 0 403261 330313 27470 37232 14866 16614 239688 244482 685285 628641 0 0 329445 382077 0 58830 341946 286623 671391 668700 13894 -40059 830743 866567 55282 57503 775461 809064 TO PRESERVE AND EDUCATE PEOPLE ABOUT THE HISTORIC BUILDINGS AND GROUNDS AT 6401 GERMANTOWN AVE., PHILADELPHIA, PA KNOWN AS CLIVEDEN (SITE OF 1777 REVOLUTIONARY WAR BATTLE OF GERMANTOWN). false false 442822 628640 TO MANAGE, OPERATE, DEVELOP, PROVIDE FOR, PRESERVE AND DEVOTE THE MANSION HOUSE, CARRIAGE HOUSE, GROUNDS AND OTHER BUILDINGS AND PROPERTIES LOCATED AT 6401 GERMANTOWN AVENUE, PHILADELPHIA, PENNSYLVANIA KNOWN AS CLIVEDEN (SITE OF 1777 REVOLUTIONARY WAR BATTLE OF GERMANTOWN)(10,032 VISITORS). 442822 true true false false false false false true false false true false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 17 0 false 13 true false false false false false false false 0 false false false false false false false X 17 17 false false false false false false false true true false false true true true true true true false false true false PA X NANCY VAN DOLSEN 2158481777 C/O 6401 GERMANTOWN AVENUE PHILADELPHIA PA 19144 NANCY VAN DOLSEN CEO 40.00 0.00 X 92671 0 0 CONRAD PERSON Chairman 0.00 0.00 X X 0 0 0 DARRYL FORD Secretary 0.00 0.00 X X 0 0 0 AHSAN NASTRATULLAH Treasurer 0.00 0.00 X X 0 0 0 92671 0 false false false 0 83913 246400 330313 SEE ATTACHED 37232 37232 37232 16643 16643 0 0 0 -29 -29 -29 -29 0 0 0 SEE ATTACHED 244482 244482 244482 628641 298328 X 0 0 0 0 92671 37069 27801 27801 0 215645 136962 59012 19671 5740 3240 1616 884 42902 24216 12080 6606 25119 14178 7073 3868 0 0 12340 12340 0 0 0 2000 2000 9717 9717 14822 11858 2964 0 0 0 0 0 5144 1715 3429 1568 1568 0 8125 8125 10160 10160 BUILDING MAINTANCE 39494 32453 7041 UTILITIES 35466 28373 7093 LANDSCAPE MAINTANCE 32888 21925 10963 OTHER SPECIAL EVENTS 28116 28116 86783 82875 3908 668700 442822 167048 58830 80 0 41587 1686 0 2550 2550 0 0 0 0 4503 7062 380861 172997 215989 207864 566034 647405 0 0 0 0 830743 866567 25678 31506 2604 27000 25997 55282 57503 X 775461 809064 775461 809064 830743 866567 -40059 73662 X X false true X true false X 458587 389658 373622 642949 574794 2439610 0 0 458587 389658 373622 642949 574794 2439610 150601 2289009 13388 16257 109569 14866 16614 170694 0 0 2610304 0.87690 0.91070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X false 340115 132251 207864 40746 40746 207864 UNIVEST LINE OF CREDIT 25997 25997 X 702303 73662 73662 628641 628641 668700 668700 668700 Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o THE NATIONAL TRUST FOR HISTORIC PRESERVATION, INC OWNS THE WORKS OF ART AND HISTORICAL TREASURES. CLIVEDEN OF THE NATIONAL TRUST, INC. MAINTAINS THEM. THEY ARE HELD FOR PUBLIC EXHIBITION AND EDUCATION. Part X : FIN48 Footnote Note a 10 Income Taxes of the financial statements. Accounting for Uncertainty in Income Taxes prescribes a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. For those benefits to be recognized, a tax position must be more-likely-than-not to be sustained upon examination by taxing authorities. For the year ended December 31, 2023, the Organization has no material uncertain tax positions. The Company recognizes interest and penalties, if any, related to unrecognized tax benefits in interest expense. There were none for the year ended December 31, 2023. Form 990, Part VI, Section B, Line 11b THE DRAFT OF FORM 990 AND ATTACHED SCHEDULES WAS DELIVERED TO THE EXECUTIVE DIRECTOR, TREASURER, AUDIT COMMITTEE, AND THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL BEFORE FILING. Form 990, Part VI, Section B, Line 12c IF ANY PERSON WITH KNOWLEDGE OF ANY RESTRICTED TRANSACTION OR ACTIVITY THAT MAY CONSTITUTE A POTENTIAL CONFLICT OF INTEREST SHALL PROMPTLY AND FULLY DISCLOSE THE TRANSACTION OR ACTIVITY TO THE CHAIRMAN OF THE BOARD OF DIRECTORS. IF THE CHAIR AFTER CONSULTATION WITH THE EXECUTIVE DIRECTOR, VICE CHAIR AND THE CHAIR OF THE GOVERANCE COMMITTEE, DETERMINES THAT A TRANSACTION OR ACTIVITY APPEARS TO BE A CONFLICT THEN THE CHAIR MAY (1) REJECT THE PROPSED TRANSACTION OR ACTIVITY; (2) CONDITION THE PROPOSED TRANSACTION OR ACTIVITY TO ELIMINATE THE POTENTIAL CONFLICT; OR (3) REFER THE MATTER TO THE EXECUTIVE COMMITTEE TO AUTHORIZE THE TRANSACTION OR ACTIVITY AFTER FULL DISCLOSURE AND DETAILED REVIEW. THE EXECUTIVE COMMITTEE MAY AUTHORIZE THE TRANSACTION OR ALLOW THE PROPOSED CONFLICTING ACTIVITY AFTER FULL DISCLOSURE AND DETAILED REVIEW. THE TRANSACTION OR ACTIVITY MAY PROCEED IF APPROVED BY A MAJORITY OF THE MEMBERS OF THE EXECUTIVE COMMITTEE. IF APPROVED, THE TRANSACTION OR ACTIVITY SHALL BE REPORTED TO THE FULL BOARD AT THE NEXT REGULARLY SCHEDULED MEETING OF THE BOARD. Form 990, Part VI, Section C, Line 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATMENTS ARE AVAILABLE TO THE PUBLIC. INQUIRES MAY BE MADE OF THE OFFICERS AND BOARD OF DIRECTORS. Form 990, Part IX, Line 24e : Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e : Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e : Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e : Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e : Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e : Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e : Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e : Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e : Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e : Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e : Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e : Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e CARRIAGE HOUSE RESTORATION: Column (A) - Total = $1350; Column (B) - Program Services = $1350; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e COLLECTIONS ACQUISTIONS: Column (A) - Total = $14777; Column (B) - Program Services = $14777; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e ENGAGING COMMUNITIES: Column (A) - Total = $11313; Column (B) - Program Services = $11313; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e GRANT EXPENSES: Column (A) - Total = $6557; Column (B) - Program Services = $6557; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e HSPV RESEARCH AND PLANNING: Column (A) - Total = $25226; Column (B) - Program Services = $25226; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e I & E RESEARCH: Column (A) - Total = $9064; Column (B) - Program Services = $9064; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e NTHP RACIAL JUSTICE I&E: Column (A) - Total = $564; Column (B) - Program Services = $564; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e OFFICE INTERN: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e PAYROLL SERVICES: Column (A) - Total = $1777; Column (B) - Program Services = $0; Column (C) - Management & General = $1777; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Postage and Shipping: Column (A) - Total = $505; Column (B) - Program Services = $404; Column (C) - Management & General = $101; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e SECURITY: Column (A) - Total = $1562; Column (B) - Program Services = $1250; Column (C) - Management & General = $312; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e TELEPHONE: Column (A) - Total = $8588; Column (B) - Program Services = $6870; Column (C) - Management & General = $1718; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e TRANSCENDING THRESHOLDS: Column (A) - Total = $5500; Column (B) - Program Services = $5500; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part XII, Line 2c The organization has an audit committee to review the audit report, review the auditors findings (if any) and recommendations (if any), implement the auditors recommendations and report to the Board of Directors.