2025-07-01T15:31:01-05:00 2024-09-30 236410283 ISDANER & COMPANY LLC ONE BALA PLAZA SUITE 502 BALA CYNWYD PA 19004 990 2023-10-01 236253966 PHILA SOCIETY FOR THE PRESERVATION OF LANDMARKS PHIL 2159252251 321 SOUTH 4TH STREET PHILADELPHIA PA 19106 GREGORY P MONTANARO CHAIR 2159252251 2025-06-23 1 0 EDWARD W DORAN CPA P00841330 6106684200 2025-06-23 2023 2025-03-06 01:10:19Z GREGORY P MONTANARO 321 SOUTH 4TH STREET PHILADELPHIA PA 19106 3063855 0 X WWW.PHILALANDMARKS.ORG X 1931 PA WE INSPIRE PEOPLE TO ENGAGE WITH HISTORY AND BUILD COMMUNITY BY PRESERVING OUR HISTORIC SITES AND PROVIDING RELEVANT HISTORICAL, EDUCATIONAL AND CULTURAL PROGRAMMING 20 20 8 90 61009 0 531085 881121 1473060 1760855 113592 120319 349793 262397 2467530 3024692 0 0 0 0 301598 309403 0 0 51319 1755203 1968006 2056801 2277409 410729 747283 4901421 6069370 402528 666728 4498893 5402642 WE INSPIRE PEOPLE TO ENGAGE WITH HISTORY AND BUILD COMMUNITY BY PRESERVING OUR HISTORIC SITES AND PROVIDING RELEVANT HISTORICAL, EDUCATIONAL AND CULTURAL PROGRAMMING 0 0 520348 35439 EDUCATION, EXHIBITIONS, JOINT PROGRAMING, RE-BRANDING, CAPITAL IMPROVEMENTS AND COMMUNITY RELATIONS. 1489210 1665588 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 900 VISITORS TO THE PHILADELPHIA AREA EVERY YEAR. 2009558 1 1 0 0 0 0 1 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 1 0 0 0 0 0 0 0 1 54 0 1 8 1 1 1 0 0 0 0 1 1 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 1 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 MICHAEL ALLEN AT LARGE 1.00 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 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 ANNELIZA KAUFER 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 ALANNA PISER AT LARGE 1.00 X 0 0 0 ROBERT POWELESQ AT LARGE 1.00 X 0 0 0 HENRY F REICHNER ESQ AT LARGE 1.00 X 0 0 0 BECKY SITARCHUK AT LARGE 1.00 X 0 0 0 ELIZABETH STREITZ POWEL 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 92250 0 4800 92250 0 4800 0 0 0 0 KURTZ CONSTRUCTION 1100 E MERMAID LANE GLENSIDE PA 19038 CONSTRUCTION/ROOF PROJECT 400000 1 15290 53469 279524 532838 6098 881121 ROAD SCHOLAR 721000 1665588 1665588 COMMISSIONS 721000 61009 61009 ADMISSIONS 711190 17965 17965 PROGRAM ACTIVITIES 711190 16293 16293 1760855 90606 90606 259532 0 259532 259532 259532 29713 0 29713 29713 29713 33778 53469 39163 -5385 -5385 1181 0 1181 1181 OTHER INCOME 900099 7069 7069 7069 3024692 1708096 61009 374466 X 101000 30300 40400 30300 171856 117117 42568 12171 9900 7058 1942 900 26647 17274 6013 3360 2299 2299 51398 51398 75003 54207 20796 18892 2460 16202 230 1895 1838 57 64803 59871 2991 1941 119409 119409 62137 47882 12408 1847 LODGING 658080 658080 FOOD SERVICES 254545 253139 1406 TRANSPORTATION 232279 232087 186 6 ADMISSIONS 132416 132416 294850 276420 17923 507 2277409 2009558 216532 51319 527482 640542 831906 1164387 3562 3564 98 48002 48985 4550802 1516770 2509737 3034032 980634 1177860 4901421 6069370 101254 112394 69342 261191 132502 186118 99430 107025 402528 666728 X 3119411 3752680 1379482 1649962 4498893 5402642 4901421 6069370 747283 156466 0 X X 0 1 X 1 0 X 418521 356132 249469 531085 881121 2436328 418521 356132 249469 531085 881121 2436328 354110 2082218 331885 448336 387851 410903 350138 1929113 11471 11471 1748 5812 5703 7069 20332 4397244 5534958 0.47350 0.46380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 2 1 0 10.00 X X 0 980634 2000 213697 18471 1177860 911980 1000 86508 18854 980634 1088340 -176360 911980 948011 140329 1088340 899580 48431 948011 0.16900 0.83100 0 0 110645 110645 2306222 564082 1742140 1836217 856653 979564 146992 96035 50957 150726 150726 3034032 DEPOSITS 107025 107025 X 3335147 156466 153989 310455 3024692 0 3024692 2431398 153989 153989 2277409 0 2277409 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, 2024 OR 2023. HOLIDAY PARTY 87247 53469 33778 39163 87247 53469 33778 39163 39163 -5385 X 1 0 0 0 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 PROGRAM COORDINATOR: PROGRAM SERVICE EXPENSES 128,110. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 128,110. SPEAKERS: PROGRAM SERVICE EXPENSES 44,552. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,552. REPAIR AND MAINTENANCE: PROGRAM SERVICE EXPENSES 28,752. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,752. TIPS: PROGRAM SERVICE EXPENSES 24,215. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,215. SUPPLIES: PROGRAM SERVICE EXPENSES 12,730. MANAGEMENT AND GENERAL EXPENSES 4,461. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,191. TELEPHONE: PROGRAM SERVICE EXPENSES 10,087. MANAGEMENT AND GENERAL EXPENSES 6,300. FUNDRAISING EXPENSES 507. TOTAL EXPENSES 16,894. PROGRAM EXPENSES: PROGRAM SERVICE EXPENSES 9,918. MANAGEMENT AND GENERAL EXPENSES 5,540. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,458. SECURITY: PROGRAM SERVICE EXPENSES 10,839. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,839. GARDENING SERVICES: PROGRAM SERVICE EXPENSES 6,894. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,894. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 323. MANAGEMENT AND GENERAL EXPENSES 1,622. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,945. FORM 990 PART XII LINE 2C PROCESS HAS NOT CHANGED FROM PRIOR YEAR