Totals
- Total revenue
- $596,777
- Total expenses
- $612,390
- Contributions and grants received
- $622,975
- Grants paid
- $562,500
- Program service revenue
- $0
- Investment income
- $583
- Other revenue
- -$26,781
- Total assets, end of year
- $355,738
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $355,738
- Program services expenses (Part IX)
- $562,500
- Management and general expenses
- $49,640
- Fundraising expenses
- $250
- Program service expenses (Part III)
- $562,500
Program services were 91.9% 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
$121,139
-
1c · Fundraising events
$196,644
-
1d · Related organizations
$294,561
-
1f · All other contributions, gifts and grants
$10,631
-
3 · Investment income
total $583 · excluded $583
-
8a · Fundraising events: gross income
$32,604
-
8a · Fundraising events: contributions included on line 1c
$196,644
-
8b · Fundraising events: direct expenses
$67,815
-
8c · Net income from fundraising events
total -$35,211 · excluded -$35,211
-
9a · Gaming: gross income
$11,848
-
9b · Gaming: direct expenses
$3,418
-
9c · Net income from gaming
total $8,430 · excluded $8,430
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $562,500 · program services $562,500
-
11a · Fees: management
total $33,600 · management and general $33,600
-
11c · Fees: accounting
total $3,147 · management and general $3,147
-
11g · Fees: other
total $536 · management and general $536
-
12 · Advertising and promotion
total $6,169 · management and general $6,169
-
14 · Information technology
total $4,710 · management and general $4,710
-
16 · Occupancy
total $10 · management and general $10
-
19 · Conferences, conventions and meetings
total $1,468 · management and general $1,468
-
24a · Other expenses: STATE REGISTRATION
total $250 · fundraising $250
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $371,351 · end of year $355,738
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $371,351 · end of year $355,738
Mission and programs · 2022
Mission
TO PROVIDE CHILDREN'S HEALTH AND LIFE SERVICES, SPECIFICALLY MUSIC THERAPY AT THE CHILDREN'S HOSPITAL OF PHILADELPHIA AND OTHER LOCAL HOSPITALS AND NON-PROFIT ORGANIZATIONS WITHIN AMERICAN HERITAGE CREDIT UNION'S WORKPLACE PARTNERSHIP PROGRAM.
Activities or mission (Part I)
TO PROVIDE CHILDREN'S HEALTH AND LIFE SERVICES, SPECIFICALLY MUSIC THERAPY AT THE CHILDREN'S HOSPITAL OF PHILADELPHIA AND OTHER LOCAL HOSPITALS AND NON-PROFIT ORGANIZATIONS WITHIN AMERICAN HERITAGE FCU'S WORKPLACE PARTNERSHIP PROGRAM.
-
TO SUPPORT CHILDREN'S HOSPITAL OF PHILADELPHIA'S MUSIC THERAPY PROGRAM WHICH IS THE PRESCRIBED USE OF MUSIC BY A QUALIFIED PERSON TO EFFECT POSITIVE CHANGES IN THE PSYCHOLOGICAL, PHYSICAL, COGNITIVE, OR SOCIAL FUNCTIONING OF INDIVIDUALS WITH HEALTH OR EDUCATIONAL PROBLEMS.
Expenses $500,000 · Grants $500,000
-
TO SUPPORT GRAND VIEW HEALTH'S VISITING MUSIC PROGRAM AT THEIR CHILDREN'S CENTER.
Expenses $7,500 · Grants $7,500
-
TO SUPPORT THE MUSIC THERAPY PROGRAMS IN PLACE AT JEFFERSON HEALTH FOUNDATION'S FRANKFORD AND TORRESDALE LOCATIONS.
Expenses $10,000 · Grants $10,000
-
ALL OTHER PROGRAM SERVICES INCLUDE DONATIONS TO SPIN, CATHOLIC COMMUNITY SERVICES, CORA SERVICES, KENCREST CENTERS, PROVIDENCE CENTER, ST. MARY MEDICAL CENTER, FEDERAL EARLY LEARNING SERVICES, AND DOYLESTOWN HOSPITAL FOUNDATIONS. INDIVIDUAL DONATIONS RANGED FROM $5,000 TO $7,500 AND ALL SUPORTED MUSIC AND MUSIC THERAPY AT THE LISTED ORGANIZATIONS.
Expenses $45,000 · Grants $45,000
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
BRUCE FOULKE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
BRIAN SCHMITT
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
BRIAN HAHN
CHIEF OPERATING OFFICER
- Total calculated
- $0
- Hours/week
- 1
-
TODD KIMBALL
VICE CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 0.05
-
LISA PERRY HARLEY
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.05
-
ARTHUR JONES
DEVELOPMENT OFFICER
- Total calculated
- $0
- Hours/week
- 0.05
-
EVALEEN DEMARCO
MEMBERSHIP OFFICER
- Total calculated
- $0
- Hours/week
- 0.05
-
JOANNA BARTHOLOMEW
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.05
-
FREDERICK D BAXTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.05
-
KATHLEEN S GORSKI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.05
-
TODD HANNIGAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.05
-
DAVID JACOBS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.05
-
PATRICK J KENNEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.05
-
JARET LYONS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.05
-
MARK MCGRATH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.05
-
SHANNON SPERDUTO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.05
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
-
CHILDREN'S HOSPITAL OF PHILADELPHIA
$500,000
MUSIC THERAPY PROGRAM
-
MUSIC THERAPY
-
$7,500
VISITING MUSIC PROGRAM
-
MUSIC THERAPY
-
PEDIATRIC MUSIC THERAPY
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
AMERICAN HERITAGE FEDERAL CREDIT UNION
501(C)(1) · BANKING · PA
Directly controlled by YES
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 May 2023
- IRS schema version
- 2022v5.0
- Source object
- 202331359349308278
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.