Totals
- Total revenue
- $702,739
- Total expenses
- $630,476
- Contributions and grants received
- $1,285,930
- Grants paid
- $37,000
- Program service revenue
- $0
- Investment income
- $20,567
- Other revenue
- -$603,758
- Total assets, end of year
- $842,766
- Total liabilities, end of year
- $14,509
- Net assets or fund balances, end of year
- $828,257
- Program services expenses (Part IX)
- $377,735
- Management and general expenses
- $201,196
- Fundraising expenses
- $51,545
- Program service expenses (Part III)
- $377,735
Program services were 59.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$201,810
-
1c · Fundraising events
$1,077,620
-
1f · All other contributions, gifts and grants
$6,500
-
3 · Investment income
total $20,567 · excluded $20,567
-
8a · Fundraising events: gross income
$46,944
-
8a · Fundraising events: contributions included on line 1c
$1,077,620
-
8b · Fundraising events: direct expenses
$650,702
-
8c · Net income from fundraising events
total -$603,758 · excluded -$603,758
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $25,000 · program services $25,000
-
2 · Grants to domestic individuals
total $12,000 · program services $12,000
-
5 · Compensation of officers, directors and key employees
total $232,912 · program services $128,102 · management and general $81,519 · fundraising $23,291
-
7 · Other salaries and wages
total $123,278 · program services $87,712 · management and general $23,711 · fundraising $11,855
-
8 · Pension plan contributions
total $4,678 · program services $3,594 · management and general $640 · fundraising $444
-
9 · Other employee benefits
total $27,157 · program services $18,672 · management and general $5,858 · fundraising $2,627
-
10 · Payroll taxes
total $22,109 · program services $13,565 · management and general $6,366 · fundraising $2,178
-
11b · Fees: legal
total $6,250 · management and general $6,250
-
11c · Fees: accounting
total $16,000 · management and general $16,000
-
11g · Fees: other
total $33,245 · program services $3,525 · management and general $29,154 · fundraising $566
-
13 · Office expenses
total $31,107 · program services $19,373 · management and general $8,743 · fundraising $2,991
-
14 · Information technology
total $576 · program services $353 · management and general $166 · fundraising $57
-
16 · Occupancy
total $10,514 · program services $6,451 · management and general $3,027 · fundraising $1,036
-
17 · Travel
total $8,901 · program services $5,462 · management and general $2,563 · fundraising $876
-
22 · Depreciation, depletion and amortization
total $758 · management and general $758
-
24a · Other expenses: RECRUITING - EXECUTIVE
total $45,026 · program services $27,626 · management and general $12,965 · fundraising $4,435
-
24b · Other expenses: ANNUAL AND MEMBERSHIP E
total $18,892 · program services $18,892
-
24c · Other expenses: CREDIT CARD FEES
total $12,073 · program services $7,408 · management and general $3,476 · fundraising $1,189
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $293,797 · end of year $383,690
-
2 · Savings and temporary cash investments
beginning of year $413,644 · end of year $431,780
-
4 · Accounts receivable
beginning of year $51,616 · end of year $10,099
-
8 · Inventories for sale or use
beginning of year $4,418 · end of year $9,258
-
10a · Land, buildings and equipment: cost or other basis
$22,545
-
10b · Land, buildings and equipment: accumulated depreciation
$14,606
-
10c · Land, buildings and equipment, net
beginning of year $2,751 · end of year $7,939
-
17 · Accounts payable and accrued expenses
beginning of year $10,232 · end of year $14,509
-
27 · Net assets without donor restrictions
beginning of year $755,994 · end of year $828,257
Mission and programs · 2023
Mission
THE PENNSYLVANIA SOCIETY IS A NON-PROFIT PATRIOTIC AND CHARITABLE ORGANIZATION FOUNDED IN 1899 TO ENCOURAGE THE IDEALS OF WILLIAM PENN AS EXPRESSED IN SERVICE TO THE COMMONWEALTH AND TO PEOPLE EVERYWHERE AND FURTHER TO UNITE ALL PENNSYLVANIANS AT HOME AND AWAY IN BONDS OF FRIENDSHIP AND DEVOTION TO PENNSYLVANIA THROUGH CHARITABLE WORKS
Activities or mission (Part I)
SEE SCHEDULE OTHE PENNSYLVANIA SOCIETY IS A NON-PROFIT PATRIOTIC AND CHARITABLE ORGANIZATION FOUNDED TO ENCOURAGE SERVICE TO THE COMMONWEALTH OF PA AND ITS CITIZENRY BY IMPROVING BONDS OF FRIENDSHIP AND CHARITABLE GOOD WORKS
-
CONTRIBUTIONS TO A CHARITABLE 501(C)(3) ORGANIZATION TO BE USED AS THE RECIPIENT ORGANIZATION DEEMS APPROPRIATE TO ACCOMPLISH THEIR CHARITABLE MISSION
Expenses $377,735 · Grants $37,000
-
TO UNITE ALL PENNSYLVANIANS AT HOME AND AWAY THROUGH BONDS AND FRIENDSHIP THROUGH CHARITABLE WORKS
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Patricia WellenbachPATRICIA WELLENBACH
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Evan S FrazierEVAN S FRAZIER
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Gregory S BentleyGREGORY S BENTLEY
SECRETARY
- Total calculated
- $0
- Hours/week
- 4
-
Timothy NecastroTIMOTHY NECASTRO
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Michael BrodyMICHAEL BRODY
COUNCILOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael BrubakerMICHAEL BRUBAKER
COUNCILOR
- Total calculated
- $0
- Hours/week
- 1
-
Louis Denaples JrLOUIS DENAPLES JR
COUNCILOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael DevanneyMICHAEL DEVANNEY
COUNCILOR
- Total calculated
- $0
- Hours/week
- 1
-
Stephen FeraSTEPHEN FERA
COUNCILOR
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth HaveyELIZABETH HAVEY
COUNCILOR
- Total calculated
- $0
- Hours/week
- 1
-
Maria Sordini HudacekMARIA SORDINI HUDACEK
COUNCILOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael A InnocenzoMICHAEL A INNOCENZO
COUNCILOR
- Total calculated
- $0
- Hours/week
- 1
-
Dusty E KirkDUSTY E KIRK
COUNCILOR
- Total calculated
- $0
- Hours/week
- 1
-
Chandra LalvaniCHANDRA LALVANI
COUNCILOR
- Total calculated
- $0
- Hours/week
- 1
-
John LawnJOHN LAWN
COUNCILOR
- Total calculated
- $0
- Hours/week
- 1
-
Suzanne MayesSUZANNE MAYES
COUNCILOR
- Total calculated
- $0
- Hours/week
- 1
-
Mike MolewskiMIKE MOLEWSKI
COUNCILOR
- Total calculated
- $0
- Hours/week
- 1
-
Lisa PrestaLISA PRESTA
COUNCILOR
- Total calculated
- $0
- Hours/week
- 1
-
Velma A RedmondVELMA A REDMOND
COUNCILOR
- Total calculated
- $0
- Hours/week
- 1
-
Deborah Rice-JohnsonDEBORAH RICE-JOHNSON
COUNCILOR
- Total calculated
- $0
- Hours/week
- 1
-
James SchultzJAMES SCHULTZ
COUNCILOR
- Total calculated
- $0
- Hours/week
- 1
-
Karen Winner SedKAREN WINNER SED
COUNCILOR
- Total calculated
- $0
- Hours/week
- 1
-
Susie ShahSUSIE SHAH
COUNCILOR
- Total calculated
- $0
- Hours/week
- 1
-
Edward J Sheehan JrEDWARD J SHEEHAN JR
COUNCILOR
- Total calculated
- $0
- Hours/week
- 1
-
Michelle SingerMICHELLE SINGER
COUNCILOR
- Total calculated
- $0
- Hours/week
- 1
-
Christine TorettiCHRISTINE TORETTI
COUNCILOR
- Total calculated
- $0
- Hours/week
- 1
-
Leroy S ZimmermanLEROY S ZIMMERMAN
COUNCILOR
- Total calculated
- $0
- Hours/week
- 1
-
Julien ScrantonJULIEN SCRANTON
EXEC DIRECTOR UNTIL 03/15/24
- Total calculated
- $209,442
- From this org
- $176,652
- From related orgs
- $0
- Other
- $32,790
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $176,652
- Bonus
- $0
- Other
- $0
- Deferred
- $10,599
- Nontaxable benefits
- $22,191
- Filer's total
- $209,442
-
Heather GreenleafHEATHER GREENLEAF
EXEC DIRECTOR FROM 3/4/24
- Total calculated
- $0
- Hours/week
- 45
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$25,000
GENERAL OPERATIONS
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 7 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202520419349300942
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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