2025-04-03T08:11:04-04:00 2024-12-31 383566176 ROY NOYE AND WARREN CPA PC 2377 S LINDEN RD STE A FLINT MI 485325445 990 2024-01-01 366151680 THE PHILADELPHIA SOCIETY PHIL 5176885111 2000 MADISON AVE SE GRAND RAPIDS MI 49507 DR DAVID STUHR TREASURER 5176885111 2025-03-18 true true ERIC J STURK P01977341 8107204700 2025-03-27 2024 2025-03-06 01:10:19Z DR DAVID STUHR 20 CLEVERDON ROAD HOHOKUS NJ 07423 665729 false X WWW.PHILLYSOC.ORG X 1964 IL EDUCATIONAL PROGRAMS 17 17 3 0 294415 276553 147715 359839 17369 29337 0 459499 665729 32077 56908 0 75409 108356 0 31652 303851 520961 411337 686225 48162 -20496 1081309 1053652 139911 29247 941398 1024405 X EDUCATIONAL PROGRAMS THAT ALLOW FOR THE INTERCHANGE OF IDEAS IN THE INTEREST OF DEEPENING THE INTELLECTUAL FOUNDATION OF A FREE AND ORDERED SOCIETY AND OF BROADENING THE UNDERSTANDING OF ITS BASIC PRINCIPLES AND TRADITIONS. false false 457499 359839 MEETINGS - THE SOCIETY HOLDS TWO CONFERENCES PER YEAR WHERE MEMBERS AND THEIR GUESTS CAN CONGREGATE FOR THE EXCHANGE OF IDEAS. AT THESE SEMINARS, PARTICIPANTS ARE INVITED TO ATTEND LECTURES GIVEN BY DISTINGUISHED SPEAKERS ON TOPICS INCLUDING THOSE THAT ARE ECONOMIC, POLITICAL, CULTURAL, RELIGIOUS, AND PHILOSOPHIC IN NATURE. ATTENDEES ARE ALSO ENCOURAGED TO MEET THEIR FELLOW MEMBERS AND PARTICIPATE IN RELEVANT DISCUSSIONS THROUGHOUT THE PROGRAM. 23202 FUTURE OF FREEDOM - THE FUTURE OF FREEDOM INITIATIVE, SUPPORTED BY THE JOHN WILLIAM POPE FOUNDATION, SEEKS TO REFRESH, REBUILD, AND REVITALIZE AMERICAN CONSERVATISM BY PROVIDING FELLOWSHIPS TO PROMISING YOUNG LEADERS. PARTICIPANTS ATTEND TWO SOCIETY MEETINGS AND ENGAGE IN ONLINE READING AND DISCUSSION GROUPS. 30164 26677 FELLOWSHIPS - THE SOCIETY OFFERS A LIMITED NUMBER OF COMPETITIVE FELLOESHIPS TO ALLOW EXCEPTIONAL YOUNG LEADERS TO ATTEND THE SEMI-ANNUAL CONFERENCES. THE PURPOSE OF THIS PROGRAM IS TO FOSTER INTELLECTUAL VITALITY AND GROWTH FOR THE SOCIETY. AS SUCH, PRIORITY IS GIVEN TO THOSE APPLICANTS WHO DEMONSTRATE INTEREST IN THE INTELLECTUAL RENEWAL OF A SOCIAL ORDER OF FREE AND RESPONSIBLE INDIVIDUALS, POTENTIALLY THROUGH THEIR PROFESSIONAL ACTIVITIES, AND THOSE WHO ARE LIKELY TO JOIN THE SOCIETY IN THE FUTURE. 34290 30231 FOUNDERS' FELLOWS - THE FOUNDERS' FELLOWS PROGRAM BRINGS TOGETHER 12 RISING LEADERS DEDICATED TO ADVANCING THE INTELLECTUAL FOUNDATIONS OF A FREE AND ORDERED SOCIETY. PARTICIPANTS ARE SELECTED FROM A POOL OF DISTINGUISHED CANDIDATES WHO DEMONSTRATE ACADEMIC EXCELLENCE, EXCEPTIONAL LEADERSHIP IN THEIR FIELD, AND A DESIRE TO STUDY AND DEBATE THE ESSENTIAL IDEAS OF THE AMERICAN FOUNDING AND THE FUTURE OF FREEDOM. FELLOWS WILL PARTICIPATE IN A DAY-LONG SOCRATIC DISCUSSION COLLOQUIUM IN ADVANCE OF ATTENDING THE SOCIETY'S SPRING MEETING. DISCUSSION SESSIONS WILL BE LED BY LEADING EXPERTS IN THE LIBERTY MOVEMENT. 34290 30231 545155 true true false false false false false false false false false false false false false false true false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false true 25 0 3 true false false false false false false false false X 17 17 false true false false true true true true true false false true false false false true false false IL X CHARISSA REUL 5176885111 2000 MADISON AVENUE SE GRAND RAPIDS MI 49507 X DR BRADLEY WATSON PRESIDENT 2.00 X X 0 0 0 JOSEPH MORRIS 1ST VICE PRE 2.00 X X 0 0 0 DR MICHAEL MUNGER 2ND VICE PRE 2.00 X X 0 0 0 DR LENORE EALY SECRETARY 10.00 X 0 0 0 DANIEL HALES ASSISTANT SE 2.00 X 0 0 0 DR DAVID STUHR TREASURER 3.00 X 0 0 0 HAL HAYWARD ASSISTANT TR 2.00 X 0 0 0 CLAIRE AGUDA TRUSTEE 2.00 X 0 0 0 ANDREW GRAHAM TRUSTEE 2.00 X 0 0 0 ADAM KISSEL TRUSTEE 2.00 X 0 0 0 RYAN WILLIAMS TRUSTEE 2.00 X 0 0 0 DR JAMES HARTLEY TRUSTEE 2.00 X 0 0 0 DR JASON JEWELL TRUSTEE 2.00 X 0 0 0 MICHAEL MAIBACH TRUSTEE 2.00 X 0 0 0 THOMAS SPENCE TRUSTEE 2.00 X 0 0 0 DR SUSAN MANGELS TRUSTEE 2.00 X 0 0 0 ROBERT NAETHING TRUSTEE 2.00 X 0 0 0 DR JEFFREY NELSON TRUSTEE 2.00 X 0 0 0 JANE SHAW STROUP TRUSTEE 2.00 X 0 0 0 MATTHEW TYRMAND TRUSTEE 2.00 X 0 0 0 false false false 41510 235043 5000 276553 MEETING REGISTRATIONS 189259 189259 SPONSORSHIPS 170580 170580 359839 29337 29337 665729 389176 56908 56908 101351 55962 30186 15203 7005 3502 2452 1051 60000 21000 27000 12000 13978 13978 31376 26521 4626 229 19199 8894 8973 1332 8630 29 8578 23 350947 350848 39 60 1588 1588 TECHNOLOGY 16506 8229 7828 449 BANK FEES 9169 5425 2580 1164 TRUSTEE EXPENSES 6437 6297 140 BARON AWARD 1070 1070 2061 470 1450 141 686225 545155 109418 31652 132041 135733 401729 255082 5005 2080 5512 11248 514422 626909 22600 22600 1081309 1053652 2041 844 137870 28403 139911 29247 X 759936 774731 181462 249674 941398 1024405 1081309 1053652 -20496 103503 X false true X true X 247208 221619 318469 294415 276553 1358264 9871 136124 176952 147715 359839 830501 257079 357743 495421 442130 636392 2188765 2188765 6845 6354 9566 17369 29337 69471 6845 6354 9566 17369 29337 69471 263924 364097 504987 459499 665729 2258236 0.96920 0.97610 0.03000 0.02000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 769232 103503 103503 665729 665729 686225 686225 686225 true FELLOWSHIPS 34 26677 COST FOUNDERS' FELLOWS 12 30231 COST SCHEDULE I, PAGE 1, PART I, LINE 2 THE SOCIETY OFFERS FELLOWSHIPS TO SELECTED INDIVIDUALS FOR THEM TO ATTEND MEETINGS HELD BY THE SOCIETY. AWARDS MAY INCLUDE SOFT CREDITS (WAIVERS) FOR MEETING REGISTRATION COSTS AND/OR DIRECT REIMBURSEMENT OF TRAVEL AND HOTEL EXPENSES. PER THE SOCIETY'S FELLOWSHIP POLICY, RECIPIENTS ARE REQUIRED TO SUBMIT A WRITTEN APPLICATION FOR FUNDING. THE EXECUTIVE DIRECTOR AND THE FELLOWSHIP COMMITTEE REVIEW ALL APPLICATIONS AND SELECT THE BEST CANDIDATES, BASED ON MERIT AND FINANCIAL NEED, FOR THE AWARDS. SELECTED FELLOWSHIP RECIPIENTS ARE NOTIFIED OF THE MONETARY VALUE OF THEIR AWARD, INCLUDING REGISTRATION WAIVER AND FUNDS TO REIMBURSE TRAVEL AND HOTEL EXPENSES. THE VALUE OF FELLOWSHIP AWARDS TYPICALLY RANGES BETWEEN 100 AND 900 PER INDIVIDUAL PER MEETING. FELLOWSHIP RECIPIENTS MUST SUBMIT A WRITTEN REPORT ON THEIR LEARNING AT THE MEETINGS BY A DEADLINE NO LATER THAN 60 DAYS AFTER THE MEETING. A FELLOWSHIP ATTENDEE WHO FAILS TO SUBMIT THE REQUIRED REPORT FORFEITS ANY TRAVEL AND HOTEL EXPENSE REIMBURSEMENT. FORM 990 - ORGANIZATION'S MISSION EDUCATIONAL PROGRAMS THAT ALLOW FOR THE INTERCHANGE OF IDEAS IN THE INTEREST OF DEEPENING THE INTELLECTUAL FOUNDATION OF A FREE AND ORDERED SOCIETY AND OF BROADENING THE UNDERSTANDING OF ITS BASIC PRINCIPLES AND TRADITIONS. FORM 990 MEMBERSHIP DEVELOPMENT EXPENSES TOTALING 36,116 IS INCLUDED IN MANAGEMENT & GENERAL IN PART IX - STATEMENT OF FUNCTIONAL EXPENSES. FORM 990, PAGE 2, PART III, LINE 4D FOUNDERS' FELLOWS - THE FOUNDERS' FELLOWS PROGRAM BRINGS TOGETHER 12 RISING LEADERS DEDICATED TO ADVANCING THE INTELLECTUAL FOUNDATIONS OF A FREE AND ORDERED SOCIETY. PARTICIPANTS ARE SELECTED FROM A POOL OF DISTINGUISHED CANDIDATES WHO DEMONSTRATE ACADEMIC EXCELLENCE, EXCEPTIONAL LEADERSHIP IN THEIR FIELD, AND A DESIRE TO STUDY AND DEBATE THE ESSENTIAL IDEAS OF THE AMERICAN FOUNDING AND THE FUTURE OF FREEDOM. FELLOWS WILL PARTICIPATE IN A DAY-LONG SOCRATIC DISCUSSION COLLOQUIUM IN ADVANCE OF ATTENDING THE SOCIETY'S SPRING MEETING. DISCUSSION SESSIONS WILL BE LED BY LEADING EXPERTS IN THE LIBERTY MOVEMENT. FORM 990, PAGE 6, PART VI, LINE 3 I. NAME OF MANAGEMENT COMPANY THINKITECTURE, INC. II. SERVICES PROVIDED BY THE COMPANY TO THE SOCIETY 1. COMMUNICATE REGULARLY WITH THE SOCIETY'S OFFICERS, TRUSTEES, STAFF, AND VENDORS TO IMPLEMENT BOARD POLICY AND TO COORDINATE AND SUPERVISE ALL PROGRAM AND MANAGEMENT ACTIVITIES OF THE SOCIETY INCLUDING: A. COORDINATING WITH THE OFFICERS AND TRUSTEES TO DEVELOP AND IMPLEMENT EFFECTIVE GOVERNANCE PROCESSES AND POLICIES FOR THE SOCIETY B. OVERSEEING FINANCIAL MANAGEMENT AND LEGAL COMPLIANCE OF THE SOCIETY C. ASSISTING THE BOARD IN PLANNING AND IMPLEMENTING DEVELOPMENT ACTIVITES D. SUPERVISING ALL MEMBERSHIP MANAGEMENT AND COMMUNICATING ACTIVITIES OF THE SOCIETY E. MANAGING ALL AREAS OF PLANNING AND PROGRAM DEVELOPMENT FOR THE ANNUAL SPRING AND FALL MEETINGS OF THE SOCIETY F. MAINTAINING THE SOCIETY'S PULIC WEBSITE AND MANAGING DEVELOPMENT OF NEW EDUCATIONAL PROGRAMS AND PRODUCTS, AND G. NEGOTIATING AND SUPERVISING EXECUTION OF CONTRACTS WITH ALL VENDORS OF THE SOCIETY, WITH APPROVAL OF THE PRESIDENT AND/OR TREASURER OF THE SOCIETY 2. FUFILL ANY OTHER DUTIES REASONABLY REQUESTED BY THE SOCIETY AND AGREED UPON BY THINKITECTURE III. LIST ANY OF THE ORGANIZATION'S CURRENT OFFICERS, DIRECTORS, AND TRUSTEES WHO WERE COMPENSATED BY THE MANAGEMENT COMPANY DURING THE TAX YEAR: LENORE T. EALY IV. LIST THE AMOUNTS OD REPORTABLE COMPENSATION THEY RECEIVED FROM THE MANAGEMENT COMPANY FOR SERVICES PROVIDED: THINKITECTURE COMPENSATED LENORE T. EALY 60,000 FORM 990, PAGE 6, PART VI, LINE 6 IRS REGULATIONS STATE THAT MEMBERSHIP ORGANIZATIONS INCLUDE MEMBERS WITH CERTAIN RIGHTS ONE OF WHICH IS, "THE MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY." THE SOCIETY'S BYLAWS STATE THAT THE MEMBERS SHALL ELECT 5 TO 6 TRUSTEES AT THE ANNUAL MEETING WHICH MEETS IRS DEFINITION. FORM 990, PAGE 6, PART VI, LINE 7A SEE PART VI, LINE 6 ABOVE FORM 990, PAGE 6, PART VI, LINE 7B THE SOCIETY'S BYLAWS STATE (SEC 2.02), "EACH MEMBER SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS." THE MEMBERS OF THE SOCIETY EACH YEAR VOTE TO ELECT 5-6 TRUSTEES TO SERVE 3-YEAR TERMS. THERE ARE NO OTHER SPECIFIC MATTERS OR DECISIONS UPON WHICH THE MEMBERS VOTE REGULARLY. FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF THE DRAFT 990 IS PROVIDED TO STAFF, TREASURER, AND AUDIT COMMITTEE FOR REVIEW AND DISCUSSION WITH THE PREPARER. ONCE COMMENTS ARE IN, THE PREPARER FINALIZES THE 990, WHICH IS THEN PROVIDED TO ALL THE MEMBERS OF THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO SIGNATURE AND FILING. FORM 990, PAGE 6, PART VI, LINE 15A THE FINANCE COMMITTEE OF THE SOCIETY ANNUALLY EVALUATES THE ECONOMIC CONDITIONS OF THE SOCIETY, THE PERFORMANCE OF THE MANAGEMENT COMPANY, AND COMPARABLE CONTRACT ARRANGEMENTS IN ORDER TO MAKE A RECOMMENDATION TO THE BOARD OF TRUSTEES REGARDING THE TERMS OF THE CONTRACT WITH THE MANAGEMENT COMPANY. THE BOARD OF TRUSTEES APPROVES FINAL EXECUTIVE/MANAGEMENT COMPENSATION DURING APPROVAL PROCESS FOR THE ANNUAL BUDGET. FORM 990, PAGE 6, PART VI, LINE 19 THE SOCIETY MAKES SUCH DOCUMENTS AVAILABLE UPON REQUEST.