Form 990 for tax year 2023
Filed by THE NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA IN PA.
Totals
- Total revenue
- $1,032,151
- Total expenses
- $1,411,501
- Contributions and grants received
- $549,488
- Grants paid
- $0
- Program service revenue
- $99,286
- Investment income
- $312,334
- Other revenue
- $71,043
- Total assets, end of year
- $7,046,659
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $7,046,659
- Program services expenses (Part IX)
- $1,075,588
- Management and general expenses
- $311,324
- Fundraising expenses
- $24,589
- Program service expenses (Part III)
- $1,075,588
Program services were 76.2% 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
$18,165
-
1f · All other contributions, gifts and grants
$531,323
-
2a · Program service revenue: MEMBERSHIP DUES & ASSESSMENTS
total $90,569 · related or exempt $90,569
-
2b · Program service revenue: MEETINGS & LINEAGE
total $4,382 · related or exempt $4,382
-
2c · Program service revenue: ADMISSIONS
total $4,335 · related or exempt $4,335
-
3 · Investment income
total $155,706 · excluded $155,706
-
6a · Gross rents
real property $67,121
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $67,121
-
6d · Net rental income or loss
total $67,121 · excluded $67,121
-
7a · Gross sales of assets other than inventory
securities $1,890,370
-
7b · Less cost or other basis and sales expenses
securities $1,733,742
-
7c · Gain or loss
securities $156,628
-
7d · Net gain or loss
total $156,628 · excluded $156,628
-
8a · Fundraising events: gross income
$2,675
-
8a · Fundraising events: contributions included on line 1c
$18,165
-
8b · Fundraising events: direct expenses
$11,052
-
8c · Net income from fundraising events
total -$8,377 · excluded -$8,377
-
10a · Gross sales of inventory
$1,067
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $1,067 · excluded $1,067
-
11a · Other revenue: OTHER MISC REVENUE
total $11,232 · excluded $11,232
-
11e · Other revenue, total
$11,232
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $446,876 · program services $317,854 · management and general $118,457 · fundraising $10,565
-
8 · Pension plan contributions
total $8,409 · program services $2,565 · management and general $5,759 · fundraising $85
-
9 · Other employee benefits
total $5,672 · program services $4,111 · management and general $1,424 · fundraising $137
-
10 · Payroll taxes
total $35,707 · program services $25,875 · management and general $8,972 · fundraising $860
-
11b · Fees: legal
total $927 · management and general $927
-
11c · Fees: accounting
total $39,288 · management and general $39,288
-
11f · Fees: investment management
total $27,102 · management and general $27,102
-
11g · Fees: other
total $14,847 · management and general $14,847
-
13 · Office expenses
total $45,982 · program services $28,927 · management and general $17,055
-
14 · Information technology
total $10,585 · management and general $10,585
-
16 · Occupancy
total $25,767 · management and general $25,767
-
19 · Conferences, conventions and meetings
total $12,275 · program services $10,286 · management and general $1,989
-
21 · Payments to affiliates
total $16,360 · program services $16,360
-
23 · Insurance
total $29,801 · program services $4,434 · management and general $25,367
-
24a · Other expenses: CAPITAL PROJECTS
total $426,628 · program services $426,628
-
24b · Other expenses: REPAIRS & MAINTENANCE
total $116,528 · program services $112,017 · management and general $4,511
-
24c · Other expenses: STENTON EDUCATION PROG.
total $104,126 · program services $104,126
-
24d · Other expenses: PATRIOTIC SERVICES
total $11,551 · program services $11,551
-
24e · All other expenses
total $33,070 · program services $10,854 · management and general $9,274 · fundraising $12,942
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $118,967 · end of year $20,517
-
2 · Savings and temporary cash investments
beginning of year $37,426 · end of year $48,076
-
11 · Investments: publicly traded securities
beginning of year $6,718,435 · end of year $6,832,410
-
15 · Other assets
beginning of year $140,114 · end of year $145,656
-
27 · Net assets without donor restrictions
beginning of year $3,013,321 · end of year $2,978,964
-
28 · Net assets with donor restrictions
beginning of year $4,001,621 · end of year $4,067,695
Mission and programs · 2023
Mission
THE NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA IN THE COMMONWEALTH OF PENNSYLVANIA (NSCDA/PA) IS DEDICATED TO FURTHERING AN APPRECIATION OF OUR NATIONAL HERITAGE THROUGH HISTORIC PRESERVATION, PATRIOTIC SERVICE AND EDUCATIONAL PROJECTS.
Activities or mission (Part I)
RECOGNITION OF NATIONAL HERITAGE VIA HISTORIC PRESERVATION, PATRIOTIC SERVICE & EDUCATIONAL PROJECTS.
-
THE NSCDA/PA IS AN ORGANIZATION OF WOMEN THAT ACTIVELY PROMOTES AN APPRECIATION OF AMERICA'S HERITAGE THROUGH PRESERVATION, PATRIOTIC SERVICE, AND EDUCATIONAL PROJECTS. SINCE 1899, THE NSCDA/PA HAS ADMINISTERED STENTON, THE C.1730 HOME OF WILLIAM PENN'S SECRETARY, JAMES LOGAN. TODAY, STENTON IS WHERE MANY OF THE SOCIETY'S EXCITING PUBLIC AND SCHOOL-AGE PROGRAMS TAKE PLACE, INCLUDING THE NATIONAL AWARD-WINNING HISTORY HUNTERS PROGRAM, WHICH SERVES OVER 3,000 PHILADELPHIA SCHOOLCHILDREN EACH YEAR. A MEMBER OF HISTORIC GERMANTOWN, STENTON WORKS CLOSELY WITH THIS PARTNERSHIP OF 16 EXTRAORDINARY HISTORIC HOUSES AND DESTINATIONS TO PROTECT, PRESERVE, AND SHARE SOME OF PHILADELPHIA'S MOST IMPORTANT HISTORICAL ASSETS. (CONTINUED ON SCHEDULE O.)THE SOCIETY ALSO SUPPORTS WOODVILLE, A HISTORIC HOUSE MUSEUM LOCATED NEAR PITTSBURGH, AND PROVIDES SUPPORT FOR PROJECTS RELATING TO PATRIOTIC SERVICE AND OTHER EDUCATIONAL INITIATIVES, SUCH AS NATIONAL HISTORY DAY.
Expenses $1,075,588 · Revenue $99,286
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Dennis S PickeralDENNIS S PICKERAL
DIRECTOR STENTON
- Total calculated
- $113,651
- From this org
- $106,605
- From related orgs
- $0
- Other
- $7,046
- Hours/week
- 40
-
Mary Ann B WirtsMARY ANN B WIRTS
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Margaret M ConverMARGARET M CONVER
FIRST VICE-PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Elise W CarrELISE W CARR
SECOND VICE-PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Michele Lw ThackrahMICHELE LW THACKRAH
RECORDING SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Virginia J WhelanVIRGINIA J WHELAN
CORRESPONDING SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Barbara S WoodBARBARA S WOOD
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Michelle Mickey L HerrMICHELLE MICKEY L HERR
REGISTRAR
- Total calculated
- $0
- Hours/week
- 1
-
Lucy M StrackhouseLUCY M STRACKHOUSE
HISTORIAN
- Total calculated
- $0
- Hours/week
- 1
-
Margaret H SentmanMARGARET H SENTMAN
ASSISTANT TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Susan BrostromSUSAN BROSTROM
ASSOCIATE STATES REGISTRAR
- Total calculated
- $0
- Hours/week
- 1
-
Lisa S ToddLISA S TODD
ALLEGHENY COUNTY CMTE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Joanne Y CalvertJOANNE Y CALVERT
LANCASTER/DAUPHIN/YORK CMTE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Kelsey E SkicKELSEY E SKIC
PROGRAM CMTE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Alice Lea TasmanALICE LEA TASMAN
DEVELOPMENT CMTE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth MacLean LaurentELIZABETH MACLEAN LAURENT
HEADQUARTERS CMTE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Amanda QuinnAMANDA QUINN
MEMBERSHIP CMTE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Dora L RogersDORA L ROGERS
MUSEUM ALLIANCE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Gwendolyn W BryantGWENDOLYN W BRYANT
PATRIOTIC SVCS/HIST ACTIVITIES CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Colleen H McCauleyCOLLEEN H MCCAULEY
GOVERNANCE CMTE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Marion T LaneMARION T LANE
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
Lynn R SalvoLYNN R SALVO
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
Ms Lee GuertinMS LEE GUERTIN
SECOND VICE-PRESIDENT TO MAY 2023
- Total calculated
- $0
- Hours/week
- 1
-
Julia S ForbesJULIA S FORBES
PATRIOTIC SERV CMTE CHR TO MAY 2023
- Total calculated
- $0
- Hours/week
- 1
-
Suzanne S UllrichSUZANNE S ULLRICH
PROGRAM CMTE CHAIR TO MAY 2023
- Total calculated
- $0
- Hours/week
- 1
-
Mary V OdomMARY V ODOM
ALLEGHENY CTY CMTE CHAIR TO MAY 2023
- Total calculated
- $0
- Hours/week
- 1
-
Carolyn Louise HoltCAROLYN LOUISE HOLT
LANC/DAUPH/YORK CMTE CHR TO MAR 2024
- Total calculated
- $0
- Hours/week
- 1
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
- 7 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202500669349300440
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