Totals
- Total revenue
- $1,883,280
- Total expenses
- $1,667,487
- Contributions and grants received
- $1,776,997
- Grants paid
- $0
- Program service revenue
- $96,095
- Investment income
- $40,426
- Other revenue
- -$30,238
- Total assets, end of year
- $5,767,042
- Total liabilities, end of year
- $36,624
- Net assets or fund balances, end of year
- $5,730,418
- Program services expenses (Part IX)
- $891,783
- Management and general expenses
- $556,332
- Fundraising expenses
- $219,372
- Program service expenses (Part III)
- $891,783
Program services were 53.5% 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.
-
1c · Fundraising events
$225,585
-
1e · Government grants (contributions)
$600,000
-
1f · All other contributions, gifts and grants
$951,412
-
2a · Program service revenue: DEVELOPMENT FEE INCOME
total $96,095 · related or exempt $96,095
-
3 · Investment income
total $40,426 · excluded $40,426
-
8a · Fundraising events: gross income
$24,972
-
8a · Fundraising events: contributions included on line 1c
$225,585
-
8b · Fundraising events: direct expenses
$55,210
-
8c · Net income from fundraising events
total -$30,238 · excluded -$30,238
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $255,769 · program services $70,147 · management and general $133,993 · fundraising $51,629
-
11b · Fees: legal
total $8,273 · program services $3,311 · management and general $4,962
-
11c · Fees: accounting
total $12,400 · program services $4,962 · management and general $7,438
-
11d · Fees: lobbying
total $67,500 · program services $32,111 · management and general $25,699 · fundraising $9,690
-
11e · Fees: professional fundraising services
total $75,087 · fundraising $75,087
-
11g · Fees: other
total $93,395 · program services $93,395
-
12 · Advertising and promotion
total $944 · program services $944
-
13 · Office expenses
total $15,801 · program services $1,678 · management and general $7,809 · fundraising $6,314
-
16 · Occupancy
total $407 · management and general $407
-
17 · Travel
total $11,209 · program services $3,074 · management and general $5,872 · fundraising $2,263
-
23 · Insurance
total $8,567 · management and general $8,567
-
24a · Other expenses: OUTSIDE CONTRACT SERVICES
total $553,807 · program services $166,137 · management and general $317,347 · fundraising $70,323
-
24b · Other expenses: PROGRAM EXPENSE
total $527,139 · program services $510,537 · management and general $16,602
-
24c · Other expenses: BAD DEBT EXPENSE
total $21,000 · management and general $21,000
-
24d · Other expenses: PRINTING
total $6,322 · program services $1,030 · management and general $1,270 · fundraising $4,022
-
24e · All other expenses
total $9,867 · program services $4,457 · management and general $5,366 · fundraising $44
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,746,640 · end of year $3,266,543
-
3 · Pledges and grants receivable
beginning of year $602,822 · end of year $222,167
-
13 · Investments: program-related
beginning of year $1,964,100 · end of year $2,278,332
-
17 · Accounts payable and accrued expenses
beginning of year $59,219 · end of year $36,624
-
27 · Net assets without donor restrictions
beginning of year $646,173 · end of year $915,411
-
28 · Net assets with donor restrictions
beginning of year $4,608,170 · end of year $4,815,007
Mission and programs · 2023
Mission
TO RAISE FUNDS TO FULFILL THE MISSION OF INDEPENDENCE NATIONAL HISTORICAL PARK AND PROMOTES ITS HISTORICAL,SCIENTIFIC, EDUCATIONAL AND INTERPRETIVE ACTIVITIES.
Activities or mission (Part I)
TO RAISE FUNDS TO FULFILL THE MISSION OF INDEPENDENCE NATIONAL HISTORICAL PARK.
-
IN 2023, THE ORGANIZATION CLOSED OUT OUR 50TH ANNIVERSARY YEAR AND SUPPORTED INDEPENDENCE NATIONAL HISTORICAL PARK IN CELEBRATING THEIR 75TH ANNIVERSARY. DURING THAT YEAR, THE TRUST ACCOMPLISHED THE FOLLOWING PROGRAMMATIC ACTIVITIES: 1.) FUNDRAISING: COMPLETED A MULTI-YEAR DESIGN PHASE FOR EXHIBITS AT THE FIRST BANK OF THE UNITED STATES THAT WILL INTERPRET THE FIVE PILLARS OF THE EARLY ECONOMY OF OUR NATION FROM THE POINT OF VIEW OF THE CITIZENS. THE EXHIBITS ARE NOW READY TO GO TO FABRICATION ONCE FUNDS HAVE BEEN RAISED. THIS YEAR, THE TRUST BROKE GROUND ON TWO CONSTRUCTION PROJECTS, THE REHABILITATION OF THE FIRST BANK OF THE UNITED STATES AND THE BICENTENNIAL BELL AT THE BENJAMIN RUSH GARDEN. IN PARTNERSHIP WITH THE NATIONAL PARK SERVICE, THE PROJECTS WILL BE COMPLETED IN TIME FOR THE 250TH ANNIVERSARY OF OUR NATION IN 2026. 2.) COMMUNITY OUTREACH: WITH A GOAL TO INCREASE AWARENESS OF THE ORGANIZATION, THE PROGRAMS REACHED OVER 2,000 PEOPLE IN THE COMMUNITY AND WERE OFFERED TO ALL AGE GROUPS AND EVEN SOME DOGS. OVER THE SUMMER OF 2023, THE TRUST, ALONG WITH INDEPENDENCE NATIONAL HISTORICAL PARK WELCOMED 40 DOGS INTO THE COUNTRY-WIDE BARK RANGER PROGRAM WHICH HELPS DOG OWNERS, AND THEIR PETS CONNECT TO THEIR NATIONAL PARK. 3.) EDUCATION: SUPPORTING THE NATIONAL PARK SERVICE'S MISSION TO EDUCATE, THE TRUST SUPPORTED MULTIPLE IN-PERSON AND VIRTUAL PROGRAMS FOR STUDENTS IN 2023. 60 SCHOOLS WITH OVER 4,000 STUDENTS ATTENDED THE EDUCATION PROGRAMS INCLUDE A DAY CALLED HISTORYFEST WHICH BROUGHT TOGETHER MULTIPLE PARTNERS IN THE SOCIAL STUDIES FIELD AND LOCAL STUDENTS FOR A DAY OF LEARNING AND FUN IN THE NATIONAL PARK. 4.) TWILIGHT TOURS: THE TRUST OFFERED FREE, EVENING WALKING TOURS ON THE HISTORY OF THE NATIONAL PARK. OVER 1,500 ATTENDANTS FROM 43 DIFFERENT STATES AND 33 FOREIGN COUNTRIES ATTENDED THE PROGRAM.
Expenses $891,783 · Revenue $96,095
-
LOBBYING EXPENDITURES
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Thomas CaramanicoTHOMAS CARAMANICO
EXECUTIVE DI
- Total calculated
- $0
- Hours/week
- 20
-
William MarrazzoWILLIAM MARRAZZO
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 10
-
Lee James WoolleyLEE JAMES WOOLLEY
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Karen KaufmanKAREN KAUFMAN
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Thomas G SpencerTHOMAS G SPENCER
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Flora L BeckerFLORA L BECKER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Edward D'AlbaEDWARD D'ALBA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Thomas G MorrTHOMAS G MORR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Jon C SirlinJON C SIRLIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Alan MandeloffALAN MANDELOFF
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Adrian MantiniADRIAN MANTINI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Oliver St Clair FranklinOLIVER ST CLAIR FRANKLIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Rosalind RemerROSALIND REMER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Bernard T ShieldsBERNARD T SHIELDS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 21 August 2024
- IRS schema version
- 2023v5.0
- Source object
- 202442349349300819
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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