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← PRESERVATION ALLIANCE FOR GREATER PHILADELPHIA

Form 990 for tax year 2023

Filed by PRESERVATION ALLIANCE FOR GREATER PHILADELPHIA.

Totals

Total revenue
$1,593,749
Total expenses
$931,154
Contributions and grants received
$1,482,010
Grants paid
$0
Program service revenue
$54,582
Investment income
$30,509
Other revenue
$26,648
Total assets, end of year
$1,907,884
Total liabilities, end of year
$438,046
Net assets or fund balances, end of year
$1,469,838
Program services expenses (Part IX)
$509,954
Management and general expenses
$133,370
Fundraising expenses
$287,830
Program service expenses (Part III)
$509,954

Program services were 54.8% 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

    $286,537

  • 1c · Fundraising events

    $312,400

  • 1f · All other contributions, gifts and grants

    $883,073

  • 2a · Program service revenue: Walking Tours

    total $16,155 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Other programs

    total $38,427 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $30,509 · unrelated business $0 · excluded $30,509

  • 8a · Fundraising events: gross income

    $101,156

  • 8a · Fundraising events: contributions included on line 1c

    $312,400

  • 8b · Fundraising events: direct expenses

    $74,508

  • 8c · Net income from fundraising events

    total $26,648 · unrelated business $0 · excluded $26,648

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $187,326 · program services $102,358 · management and general $10,622 · fundraising $74,346

  • 7 · Other salaries and wages

    total $272,864 · program services $150,543 · management and general $15,709 · fundraising $106,612

  • 9 · Other employee benefits

    total $37,246 · program services $18,492 · management and general $1,807 · fundraising $16,947

  • 10 · Payroll taxes

    total $34,373 · program services $18,935 · management and general $1,994 · fundraising $13,444

  • 11a · Fees: management

    total $3,375 · program services $0 · management and general $3,375 · fundraising $0

  • 11b · Fees: legal

    total $9,137 · program services $9,137 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $42,446 · program services $0 · management and general $42,446 · fundraising $0

  • 11g · Fees: other

    total $81,430 · program services $52,890 · management and general $13,972 · fundraising $14,568

  • 12 · Advertising and promotion

    total $5,000 · program services $5,000 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $88,742 · program services $34,486 · management and general $25,118 · fundraising $29,138

  • 16 · Occupancy

    total $52,109 · program services $28,329 · management and general $3,000 · fundraising $20,780

  • 17 · Travel

    total $7,173 · program services $4,850 · management and general $828 · fundraising $1,495

  • 19 · Conferences, conventions and meetings

    total $3,946 · program services $2,846 · management and general $880 · fundraising $220

  • 20 · Interest

    total $4,125 · program services $0 · management and general $4,125 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $7,214 · program services $3,922 · management and general $415 · fundraising $2,877

  • 23 · Insurance

    total $10,303 · program services $1,286 · management and general $8,107 · fundraising $910

  • 24a · Other expenses: Events

    total $84,345 · program services $76,880 · management and general $972 · fundraising $6,493

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $382,635 · end of year $128,591

  • 2 · Savings and temporary cash investments

    beginning of year $501,590 · end of year $1,474,627

  • 3 · Pledges and grants receivable

    beginning of year $84,285 · end of year $101,682

  • 4 · Accounts receivable

    beginning of year $3,838 · end of year $21,732

  • 9 · Prepaid expenses and deferred charges

    beginning of year $22,424 · end of year $11,958

  • 10a · Land, buildings and equipment: cost or other basis

    $144,761

  • 10b · Land, buildings and equipment: accumulated depreciation

    $122,020

  • 10c · Land, buildings and equipment, net

    beginning of year $6,969 · end of year $22,741

  • 11 · Investments: publicly traded securities

    beginning of year $20,536 · end of year $31,041

  • 15 · Other assets

    beginning of year $22,664 · end of year $115,512

  • 17 · Accounts payable and accrued expenses

    beginning of year $77,225 · end of year $185,874

  • 23 · Secured mortgages and notes payable

    beginning of year $150,000 · end of year $150,000

  • 25 · Other liabilities

    beginning of year $8,462 · end of year $102,172

  • 27 · Net assets without donor restrictions

    beginning of year $630,014 · end of year $1,281,356

  • 28 · Net assets with donor restrictions

    beginning of year $179,240 · end of year $188,482

Mission and programs · 2023

Mission

Historic Preservation - To actively promote the appreciation, protection, and appropriate use and development of the Philadelphia regions historic buildings communities and landscapes. (See complete Mission statement in Schedule O)

  • Historic Preservation Promotion: Various initiatives and projects actively promote the appreciation, protection and appropriate use and development of historic buildings, communities and landscapes, through advocacy, education, and surveying of historic resources in the City. This program also includes Architectural Walking Tours, Young Friends of the Preservation Alliance the Preservation Achievement Awards program, Extant magazine, newsletter, and certain portions of the Alliance website, which showcases current issues and best practices.

    Expenses $357,392 · Revenue $38,427

  • Preservation Easement Program: The Alliance accepts preservation easements on historic properties and sites to ensure protection of those properties and sites in perpetuity. The easement program has been employed throughout the Philadelphia region since 1979. The organization currently holds 243 easements in Pennsylvania, Connecticut, New Jersey and Maryland; most are in the Philadelphia area.

    Expenses $106,909

  • Neighborhood Walking Tours: The Preservation Alliances guided walking tours interpret the past, present and future of the Philadelphia region as expressed through architecture design and social history. The tour program is comprised of regularly scheduled architectural walking tours, private tours, and one- time special events showcasing locations that normally are not accessible. The Architectural Walking tour program offers 60 different tours, with over 100 tours offered per season by approximately 30 volunteer guides. Approximately 1000 people a year take the tours.

    Expenses $45,653 · Revenue $16,155

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Robert Powers

    Board Chair

    Total calculated
    $0
    Hours/week
    4

  • Francesca Ammon

    Co Vice Chair

    Total calculated
    $0
    Hours/week
    4

  • Ian Smith

    Co Vice Chair

    Total calculated
    $0
    Hours/week
    4

  • Joseph W Schick

    Treasurer

    Total calculated
    $0
    Hours/week
    4

  • David Brownlee

    Secretary

    Total calculated
    $0
    Hours/week
    4

  • Stephanie Craighead

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • William CumbyJr

    Board Member (until June23)

    Total calculated
    $0
    Hours/week
    2

  • Gregory L DeShields

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Barbara Eberlein

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Nancy Goldenberg

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • John M Hanson

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Donna Ann Harris

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Russell H Harris

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Doug Jordan

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Kevin T King Jr

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Marian Kornilowicz

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Labaron Lenard-Palmer

    Board Member (until June23)

    Total calculated
    $0
    Hours/week
    2

  • Betty Marmon

    Board Member (until June23)

    Total calculated
    $0
    Hours/week
    2

  • Sylvia Watts McKinney

    Board Member (until June23)

    Total calculated
    $0
    Hours/week
    2

  • Christopher Miller

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Anthony Naccarato

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Carolina Pena

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Alyssa Pizzi

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Allyson Schwartz

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Leah Silverstein

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Yue Wu

    Board Member (until Jan23)

    Total calculated
    $0
    Hours/week
    2

  • Paul Steinke

    Executive Director

    Total calculated
    $187,327
    From this org
    $169,362
    From related orgs
    $0
    Other
    $17,965
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,362
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $17,965
    Filer's total
    $187,327

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

  • 2 · Substantiation required before reimbursing expenses

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
5 November 2024
IRS schema version
2023v5.1
Source object
202433109349302883

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