2026-04-20T16:10:39-05:00 2025-12-31 WITHUMSMITHBROWNPC 200 S ORANGE AVESTE 1200 ORLANDO FL 328013400 990 2025-01-01 822062953 Philadelphia Hospitality Investment Levy % JOSHUA RUEKHEIM PHIL 2155571992 1617 John F Kennedy Blvd Suite 810 PHILADELPHIA PA 19103 JOSHUA RUEKHEIM FINANCE DIRECTOR 4078491569 2026-04-15 true ERIK A HALLUSKA CPA P01954172 4078491569 2026-02-28 2025 2025-03-06 01:10:19Z JOSHUA RUEKHEIM 1617 John F Kennedy Blvd810 PHILADELPHIA PA 19103 17071539 false X WWW.PHLINVESTMENTLEVY.ORG X 2017 PA TO PROMOTE THE COMMON INTERESTS OF, AND IMPROVE BUSINESS CONDITIONS FOR, PHILADELPHIA HOTELS. 15 15 0 31 0 0 0 0 6081147 6302906 1002113 1426931 0 0 7083260 7729837 3283493 5957899 0 0 0 0 0 0 0 660033 651073 3943526 6608972 3139734 1120865 23272432 25323866 0 0 23272432 25323866 X TO PROMOTE THE COMMON INTERESTS OF, AND IMPROVE BUSINESS CONDITIONS FOR, PHILADELPHIA HOTELS THROUGH THE DEVELOPMENT AND OPERATION OF THE PHILADELPHIA HOSPITALITY IMPROVEMENT LEVY DISTRICT (PHIL DISTRICT) AND OTHER PROGRAMS AND INTIATIVES. false false PHIL GRANTS - GRANTS PROVIDED TO ORGANIZATION IN ORDER TO INCREASE OVERNIGHT ROOM DEMAND IN PHILADELPHIA, PRIMARILY THROUGH FUNDING MAJOR CONVENTIONS AND CITY-WIDE EVENTS. false false false false false false false false false false false false false false true true false false false false false false false false false false true false false false false false true false false false false false false false false false false true 0 0 0 false false false false false false false false X 15 15 false true false false true true false true true false false true true true true true true false false false X JOSHUA RUEKHEIM 4078491569 1617 JOHN F KENNEDY BLVD NO 810 PHILADELPHIA PA 19103 X EDWARD GROSE PRESIDENT & CEO - NON VOTING 1.0 0.0 X X 0 0 0 LEONARD BUCKLEY BOARD MEMBER 1.0 0.0 X 0 0 0 Angela val BOARD MEMBER - NON VOTING 1.0 0.0 X 0 0 0 REGINALD ARCHAMBAULT BOARD MEMBER 1.0 0.0 X 0 0 0 JAMES ADAMSON BOARD MEMBER 1.0 0.0 X 0 0 0 JO ANN BONGART BOARD MEMBER 1.0 0.0 X 0 0 0 SEBASTIEN PLOSS BOARD MEMBER 1.0 0.0 X 0 0 0 MATT NELSON BOARD MEMBER 1.0 0.0 X 0 0 0 DARRYLL ADAMS BOARD MEMBER 1.0 0.0 X 0 0 0 KEN REED BOARD MEMBER 1.0 0.0 X 0 0 0 DEREK BECKMAN BOARD MEMBER 1.0 0.0 X 0 0 0 KEN LANIGAN BOARD MEMBER 1.0 0.0 X 0 0 0 JIM SALVO BOARD MEMBER 1.0 0.0 X 0 0 0 CHARLES GOLDBERG Board Member 1.0 0.0 X 0 0 0 ALBA MARTINEZ Board Member 1.0 0.0 X 0 0 0 GREGG CAREN board member - NON VOTING 1.0 0.0 X 0 0 0 John J Mcnichol board member - NON VOTING 1.0 0.0 X 0 0 0 GEORGE ADEL LIMON BOARD MEMBER (Eff. 11/22/2025) 1.0 0.0 X 0 0 0 MICHEAL CAMASSA BOARD MEMBER (EFF. 11/12/2025) 1.0 0.0 X 0 0 0 ED BATEN BOARD MEMBER (THRU 09/05/2025) 1.0 0.0 X 0 0 0 MICHAEL RYAN BOARD MEMBER (THRU 05/30/2025) 1.0 0.0 X 0 0 0 JOSHUA RUECKHEIM FINANCE DIRECTOR 1.0 0.0 X 0 0 0 0 0 0 0 false false false ALTA MANAGEMENT SERVICES INC 1617 JOHN F KENNEDY BLVD 810 PHILADELPHIA PA 19103 MANAGEMENT SERVICES 516547 1 0 HOTEL FEES 900099 6302906 6302906 6302906 546778 546778 0 0 0 0 0 10221855 9341702 880153 880153 880153 0 0 0 0 0 0 0 0 0 0 7729837 6302906 1426931 5957899 0 0 0 0 0 0 0 0 0 516547 138 16224 0 0 93506 5634 3387 1415 0 0 0 1040 0 0 0 0 0 2078 TAXES AND LICENSES 11104 6608972 0 0 0 X 0 0 1307699 3724908 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 21964733 21598958 0 0 0 0 0 0 0 0 23272432 25323866 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 23272432 25323866 0 0 23272432 25323866 23272432 25323866 1120865 930569 X X false true X true false 0 0 X 8566900 930569 930569 7636331 93506 93506 7729837 6515466 6515466 93506 93506 6608972 PART X, LINE 2: The Organization is exempt from federal income tax under Section 501(c)(6) of the Internal Revenue Code (the"Code") and exempt from state income taxes under state law. Income generated by activities that would be considered unrelated to the Organization's mission would be subject to tax, which, if incurred, would be recognized as an expense. No such tax has been recognized as of December 31, 2025 and 2024. true Philadelphia Convention & Visitors Bureau 1601 Market Street Suite 200 PHILADELPHIA PA 19103 230969325 501(C)(6) 4175000 FMV SUPPORT CITY-WIDE CONVENTION AND EVENTS East Coast Volleyball 425 Woodward St AUSTIN TX 78704 232881618 501(C)(3) 90000 FMV SUPPORT CITY-WIDE CONVENTION AND EVENTS Achieving the Dream Inc 8484 Georgia Avenue Suite 500 Silver Spring MD 20910 271635830 501(C)(3) 100000 FMV SUPPORT CITY-WIDE CONVENTION AND EVENTS Alpha Phi Alpha Fraternity Inc 2313 Saint Paul Street Baltimore MD 21218 362105176 501(c)(7) 125000 FMV SUPPORT CITY-WIDE CONVENTION AND EVENTS American Bus Association Inc 111 K Street NE 9th Floor washington DC 20002 530114680 501(c)(6) 181899 FMV SUPPORT CITY-WIDE CONVENTION AND EVENTS American Contract Bridge League Inc 6575 Windchase Blvd Horn Lake MS 386371523 130430330 501(c)(4) 25000 FMV SUPPORT CITY-WIDE CONVENTION AND EVENTS American Occupational Therapy Association 7501 Wisconsin Avenue Suite 510E BETHESDA MD 208146519 131526422 501(c)(6) 100000 FMV SUPPORT CITY-WIDE CONVENTION AND EVENTS Association of Chamber of Commerce Executives 277 S Washington St Suite 210 Alexandria VA 22314 521022025 501(c)(6) 70000 FMV SUPPORT CITY-WIDE CONVENTION AND EVENTS Greater Philadelphia Tourism Corp DBA Visit Phil 2005 Market Street Suite 3700 Philadelphia PA 19103 232847538 501(c)(3) 500000 FMV SUPPORT CITY-WIDE CONVENTION AND EVENTS National Association of Colleges and Employers PO Box 411055 Boston MA 022411055 231270546 501(c)(4) 150000 FMV SUPPORT CITY-WIDE CONVENTION AND EVENTS National Council for Behav Health DBA NCFMW PO Box 745709 Atlanta GA 303745709 237092671 501(c)(3) 150000 FMV SUPPORT CITY-WIDE CONVENTION AND EVENTS National Science Teaching Association 405 E Laburnum Ave Ste 3 Richmond VA 23222 526055229 501(c)(3) 124000 FMV SUPPORT CITY-WIDE CONVENTION AND EVENTS Presido Networked Solutions Incorporated 10 Sixth Road Woburn MA 01801 581667655 N/A 42000 FMV SUPPORT CITY-WIDE CONVENTION AND EVENTS RELX Inc DBA Reed Exhibitions 401 Merritt 7 NORWALK CT 06851 521471842 N/A 25000 FMV SUPPORT CITY-WIDE CONVENTION AND EVENTS World Federation of Orthodontists 401 N Lindbergh Blvd St Louis MO 63141 431753710 501(c)(6) 100000 FMV SUPPORT CITY-WIDE CONVENTION AND EVENTS 5 10 PART I, LINE 2: GRANTS ARE USED TO FUND MAJOR EVENTS IN THE CITY OF PHILADELPHIA THAT CREATE SIGNIFICANT OVERNIGHT ROOM-NIGHT DEMAND. IF THE EVENT OCCURS, THE GRANT IS ISSUED. GRANTS ARE DECIDED BASED ON A VOTE FROM 14 VOTING MEMBERS AFTER A REVIEW AND RECOMMENDATION FROM AN ADVISORY COMMITTEE THAT INCLUDES 4 INDEPENDENT HOTEL REVENUE AND SALES EXPERTS. THE ADVISORY COMMITTEE LOOKS AT BOOKING HISTORY, CUSTOMER PROJECTIONS, HISTORICAL PERFORMANCE FOR THE CITY, HISTORICAL PERFORMANCE OF THE GROUP, BOOKING PACE FOR THE CITY, AND MANY OTHER ATTRIBUTES WHILE EVALUATING EACH GRANT. ALTA MANAGEMENT SERVICES EDWARD R. GROSE PRESIDENT OF THE ORGANIZATION AND PREWSIDENT OF AMS 516547 AMS PROVIDES MNGT SERVICES false SCH L, PART IV, BUSINESS TRANSACTION INVOLVING INTERESTED PERSONS (A) NAME OF THE PERSON: ALTA MANAGEMENT SERVICES, INC. (AMS) (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: EDWARD R. GROSE IS AN OFFICER OF THE ORGANIZATION AND PRESIDENT OF AMS (C) AMOUNT OF TRANSACTION $516,547. (D) DESCRIPTION OF TRANSACTION: AMS PROVIDES MANAGEMENT SERVICES TO THE ORGANIZATION. THROUGHOUT THE YEAR THE ORGANIZATION INCURRED EXPENSES TOTALLING $516,547 FOR THE SERVICES PROVIDED BY AMS. (E) SHARING OF ORGANIZATION REVENUES? = NO. FORM 990 PART VI, SECTION A, LINE 3: MANAGEMENT SERVICES ARE PERFORMED BY ALTA MANAGEMENT SERVICES, INC. (AMS). THEY PROVIDE ALL PERSONNEL, OFFICE SPACE, AND TOOLS TO RUN ALL PROGRAMMING AND DAY TO DAY ACTIVITIES OF THE FUND. THEY WERE PAID $516,547 DURING 2025 FOR THESE SERVICES. THE PRESIDENT OF THE PHIL, EDWARD R. GROSE IS THE PRESIDENT OF AMS AND IS NOT PAID A SALARY BY AMS FOR BEING THE PRESIDENT OF PHIL. FORM 990, PART VI, SECTI9ON A, LINE 6: THERE SHALL BE ONE CLASS OF MEMBERS, HOTEL MEMBER. A HOTEL MEMBER SHALL BE ANY HOTEL ASSESSED BY THE PHIL, WHICH HAS BEEN DULY ADMITTED TO MEMBERSHIP. ALL HOTEL MEMBERS MUST SUBMIT, UPON DEMAND BY THE BOARD, EVIDENCE OF COMPLIANCE WITH THE PHIL ASSESSMENT. FORM 990, PART VI, SECTION, LINE 7A: THE FOLLOWING ARE ELECTED/APPOINTED BY THE HOTEL MEMBER THEY REPRESENT ONE DIRECTOR REPRESENTING THE COMMERCE DIRECTOR OF THE CITY OF PHILADELPHIA (PERMANENT SEAT) FOUR DIRECTORS SHALL HAVE A PERMANENT SEAT ON THE BOARD, AND THEY SHALL BE THOSE REPRESENTING CONVENTION LODGING PROPERTIES: THE DOWNTOWN MARRIOTT, LOEWS, DOWNTOWN SHERATON, AND ELEMENT LODGING PROPERTIES THE FOLLOWING ARE ELECTED/APPOINTED BY THE PHIL MEMBER HOTELS: SIX DIRECTORS REPRESENTING CENTER CITY (NON-CONVENTION) LODGING PROPERTIES ONE DIRECTOR REPRESENTING WATERFRONT/UNIVERSITY CITY LODGING PROPERTIES ONE DIRECTOR REPRESENTING CITY AVENUE/NORTHEAST PHILADELPHIA LODGING PROPERTIES. TWO DIRECTORS REPRESENTING NAVY YARD/AIRPORT LODGING PROPERTIES. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE (IRS). THE DRAFT 990 IS SENT TO THE BOARD OF DIRECTORS FOR REVIEW WITH A REQUEST TO BRING UP ANY CONCERNS BEFORE A SPECIFIC DATE. IF NO CONCERNS ARE BROUGHT FORWARD BY THAT DATE, THE FORM 990 IS CONSIDERED APPROVED. FORM 990, PART VI, SECTION B, LINE 12C: ANY DIRECTOR, PRINCIPAL OFFICER, KEY EMPLOYEE, OR MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS, WHO HAS A DIRECT MATERIAL FINANCIAL INTEREST, IS AN INTERESTED PERSON. KEY EMPLOYEE MEANS THE EXECUTIVE DIRECTOR AND ANY OTHER MANAGERIAL STAFF WHO DIRECTLY REPORT TO THE BOARD OF DIRECTORS. EACH DIRECTOR, OFFICER, AND KEY EMPLOYEE OF THE PHIL SHALL PROMPTLY DISCLOSE ANY MATERIAL FINANCIAL INTEREST THAT HE OR SHE HAS OR REASONABLY EXPECTS TO HAVE IN ANY PROPOSED OR EXISTING ARRANGEMENT WITH THE PHIL PRIOR TO THE START OF ANY DISCUSSIONS WITH RESPECT TO SUCH MATTER. A. DIRECTORS, OFFICERS, AND KEY EMPLOYEES WILL ANNUALLY COMPLETE A DISCLOSURE STATEMENT DETAILING KNOWN MATERIAL FINANCIAL INTERESTS WITH CURRENT AND RECENT PHIL CONTRACTORS. DISCLOSURE STATEMENTS WILL BE UPDATED AT ANY TIME A MATERIAL FINANCIAL INTEREST BECOMES APPARENT. THE DISCLOSURE STATEMENTS ARE PROVIDED TO THE INDEPENDENT BOARD OF DIRECTORS FOR EVALUATION. B. THE INTERESTED DIRECTOR MUST LEAVE THE ROOM UNTIL AFTER THE DISCUSSION VOTE, AND ANY OTHER DISPOSITION OF THE MATTER IS CONCLUDED, UNLESS THE MATTER HAS BEEN PLACED ON THE PORTION OF THE AGENDA RESERVED FOR UNCONTESTED MATTERS. C. THE CHAIR OF THE BOARD OR COMMITTEE SHALL IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. D. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE PHIL CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. E. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST. THE BOARD OR COMMITTEE SHALL DECIDE WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT FORM 990, PART VI, SECTION B, LINE 15: AT THIS TIME THE ORGANIZATION DOES NOT COMPENSATE ANY INDIVIDUAL THAT MEETS THE IRS DEFINITION OF OFFICER OR KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19: THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.