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Nonprofiteer
← ARCH STREET MEETING HOUSE PRESERVATION TRUST

Form 990 for tax year 2024

Filed by ARCH STREET MEETING HOUSE PRESERVATION TRUST.

Totals

Total revenue
$2,608,271
Total expenses
$1,645,548
Contributions and grants received
$2,394,669
Grants paid
$1,110,269
Program service revenue
$203,217
Investment income
$10,385
Other revenue
$0
Total assets, end of year
$1,714,332
Total liabilities, end of year
$288,691
Net assets or fund balances, end of year
$1,425,641
Program services expenses (Part IX)
$1,501,911
Management and general expenses
$141,382
Fundraising expenses
$2,255
Program service expenses (Part III)
$1,501,911

Program services were 91.3% 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.

  • 1d · Related organizations

    $200,000

  • 1f · All other contributions, gifts and grants

    $2,194,669

  • 1g · Noncash contributions included above

    $11,546

  • 2a · Program service revenue: EVENTS AND PROGRAM FEES

    total $203,217 · related or exempt $203,217

  • 3 · Investment income

    total $10,385 · excluded $10,385

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,110,269 · program services $1,110,269

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $248,706 · program services $224,984 · management and general $23,722

  • 8 · Pension plan contributions

    total $22,286 · program services $16,714 · management and general $5,572

  • 9 · Other employee benefits

    total $48,885 · program services $48,885

  • 10 · Payroll taxes

    total $21,984 · program services $21,984

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $260 · management and general $260

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $439 · management and general $439

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $24,313 · management and general $23,490 · fundraising $823

  • 14 · Information technology

    total $7,159 · program services $6,074 · management and general $1,085

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $82,009 · management and general $82,009

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24a · Other expenses: EVENTS AND PROGRAM EXPENSES

    total $68,593 · program services $68,278 · fundraising $315

  • 24b · Other expenses: MERCHANT AND BANK FEES

    total $5,922 · management and general $4,805 · fundraising $1,117

  • 24c · Other expenses: MISCELLANEOUS EXPENSES

    total $3,507 · program services $3,507

  • 24d · Other expenses: TRAINING

    total $1,216 · program services $1,216

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $755,021 · end of year $1,569,357

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $134,590 · end of year $144,975

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $61,993

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $426,693 · end of year $226,698

  • 27 · Net assets without donor restrictions

    beginning of year $134,917 · end of year $422,133

  • 28 · Net assets with donor restrictions

    beginning of year $328,001 · end of year $1,003,508

Mission and programs · 2024

Mission

ARCH STREET MEETING HOUSE PRESERVATION TRUST PRESERVES, OPERATES, AND INTERPRETS THE MEETING HOUSE AND GROUNDS WHICH WILL SERVE TO INCREASE PUBLIC UNDERSTANDING OF THE IMPACT AND CONTINUED RELEVANCE OF QUAKERS AND QUAKER HISTORY.

  • TO PROVIDE SUPPORT TO PHILADELPHIA YEARLY MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS THROUGH ACTIVITIES WHICH INCLUDE: PUBLISHING AND DISSEMINATION OF MATERIALS, PROVISION OF PROGRAMS, EXHIBITS AND EDUCATION ABOUT THE HISTORY AND USE OF THE HISTORIC PROPERTY, CONDUCTING FIELD TRIPS, EDUCATION PROGRAMS AND VISITOR SERVICE PROGRAMS IN ALIGNMENT WITH HISTORIC SITE OPERATIONS, THE RAISING OF FUNDS FOR, AND THE FINANCING OF, ANY OR ALL OF THE FOREGOING, AND DOING ANYTHING NECESSARY OR DESIRABLE TO CARRY OUT THE FOREGOING PURPOSES.

    Expenses $1,501,911 · Revenue $203,217

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • CHRISTIE DUNCAN-TESSMER

    EX-OFFICIO

    Total calculated
    $165,000
    From this org
    $0
    From related orgs
    $165,000
    Other
    $0
    Hours/week
    35 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $165,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $165,000 related

  • LINELL MCCURRY

    CHIEF FINANCIAL OFF (til 5/25)

    Total calculated
    $118,767
    From this org
    $0
    From related orgs
    $118,767
    Other
    $0
    Hours/week
    35 + 1 related

  • SEAN CONNOLLY

    EXECUTIVE DIRECTOR

    Total calculated
    $87,277
    From this org
    $0
    From related orgs
    $87,277
    Other
    $0
    Hours/week
    35 + 1 related

  • LISA H OGLETREE

    CHIEF PRESIDING OFFICER

    Total calculated
    $0
    Hours/week
    2

  • DAVID WICKARD

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • JACQUELINE S ZEMAITIS

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • SAMUEL T FREEMAN III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • HEATH MEYERS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LUCY STRACKHOUSE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • HAZELE GOODRIDGE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GEORGE MCNEELY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVID UNKOVIC

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Lisa Parry

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Janet Braker

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PHIL COOKE

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • HENRY BRYANS

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • David Park

    Chief Financial Off (eff 5/25)

    Total calculated
    $0
    Hours/week
    35 + 1 related

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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

Part I, Line 3:
All W-2s are issued by related organization, Philadelphia Yearly Meeting of the Religious Society of Friends. Arch Street Meeting House Preservation Trust and Philadelphia Yearly Meeting of the Religious Society of Friends have a shared services agreement that outlines the requirements and obligations of each organization related to the sharing of paid employees.

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

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.

Provenance

Return type
form_990
Tax year
2024
Filed
17 June 2026
IRS schema version
2024v5.2
Source object
202611739349300331

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