Totals
- Total revenue
- $5,889,912
- Total expenses
- $3,755,905
- Contributions and grants received
- $5,702,685
- Grants paid
- $280,665
- Program service revenue
- $0
- Investment income
- $204,020
- Other revenue
- -$16,793
- Total assets, end of year
- $23,463,115
- Total liabilities, end of year
- $812,111
- Net assets or fund balances, end of year
- $22,651,004
- Program services expenses (Part IX)
- $3,119,720
- Management and general expenses
- $349,845
- Fundraising expenses
- $286,340
- Program service expenses (Part III)
- $3,119,720
Program services were 83.1% 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
$278,867
-
1d · Related organizations
$134,600
-
1f · All other contributions, gifts and grants
$5,289,218
-
1g · Noncash contributions included above
$338,004
-
3 · Investment income
total $342,064 · excluded $342,064
-
7a · Gross sales of assets other than inventory
securities $3,687,655
-
7b · Less cost or other basis and sales expenses
securities $3,825,699
-
7c · Gain or loss
securities -$138,044
-
7d · Net gain or loss
total -$138,044 · excluded -$138,044
-
8a · Fundraising events: gross income
$66,100
-
8a · Fundraising events: contributions included on line 1c
$278,867
-
8b · Fundraising events: direct expenses
$88,756
-
8c · Net income from fundraising events
total -$22,656 · excluded -$22,656
-
11a · Other revenue: OTHER
total $5,863 · related or exempt $5,863
-
11e · Other revenue, total
$5,863
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $280,665 · program services $280,665
-
5 · Compensation of officers, directors and key employees
total $265,358 · program services $215,598 · management and general $21,275 · fundraising $28,485
-
7 · Other salaries and wages
total $500,215 · program services $406,415 · management and general $40,104 · fundraising $53,696
-
9 · Other employee benefits
total $3,130 · program services $2,543 · management and general $251 · fundraising $336
-
10 · Payroll taxes
total $210,075 · program services $170,682 · management and general $16,842 · fundraising $22,551
-
11b · Fees: legal
total $17,809 · program services $14,469 · management and general $1,428 · fundraising $1,912
-
11c · Fees: accounting
total $15,273 · program services $12,409 · management and general $1,225 · fundraising $1,639
-
11f · Fees: investment management
total $69,694 · management and general $69,694
-
11g · Fees: other
total $71,249 · program services $57,888 · management and general $5,713 · fundraising $7,648
-
12 · Advertising and promotion
total $29,887 · program services $24,283 · management and general $2,396 · fundraising $3,208
-
13 · Office expenses
total $99,923 · program services $81,186 · management and general $8,011 · fundraising $10,726
-
16 · Occupancy
total $502,732 · program services $408,460 · management and general $40,306 · fundraising $53,966
-
19 · Conferences, conventions and meetings
total $17,061 · program services $13,862 · management and general $1,368 · fundraising $1,831
-
22 · Depreciation, depletion and amortization
total $94,807 · program services $77,029 · management and general $7,601 · fundraising $10,177
-
24a · Other expenses: COLLECTIONS AND CONSERV
total $1,029,976 · program services $908,950 · management and general $89,693 · fundraising $31,333
-
24b · Other expenses: EDUCATION AND OUTREACH
total $427,622 · program services $347,435 · management and general $34,284 · fundraising $45,903
-
24c · Other expenses: EMERGENCY FUND - REIMBU
total $105,275 · program services $85,534 · management and general $8,440 · fundraising $11,301
-
24d · Other expenses: MISCELLANEOUS
total $15,154 · program services $12,312 · management and general $1,214 · fundraising $1,628
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,394,434 · end of year $2,009,284
-
3 · Pledges and grants receivable
beginning of year $3,562,230 · end of year $4,048,207
-
9 · Prepaid expenses and deferred charges
beginning of year $6,000
-
10a · Land, buildings and equipment: cost or other basis
$4,481,384
-
10b · Land, buildings and equipment: accumulated depreciation
$2,092,335
-
10c · Land, buildings and equipment, net
beginning of year $2,483,856 · end of year $2,389,049
-
11 · Investments: publicly traded securities
beginning of year $12,103,609 · end of year $14,701,754
-
15 · Other assets
beginning of year $283,415 · end of year $314,821
-
17 · Accounts payable and accrued expenses
beginning of year $297,648 · end of year $812,111
-
27 · Net assets without donor restrictions
beginning of year $6,809,498 · end of year $7,624,677
-
28 · Net assets with donor restrictions
beginning of year $12,726,398 · end of year $15,026,327
Mission and programs · 2022
Mission
THE LEGACY FOUNDATION INSPIRES AND EDUCATES LEAGUE MEMBERS, STUDENTS, AND THE GREATER COMMUNITY TO BE ENGAGED AND RESPONSIBLE CITIZENS, GUIDED BY THE UNITED STATES CONSTITUTION AND THE HISTORY AND VALUES OF THE UNION LEAGUE.
Activities or mission (Part I)
INSPIRE & EDUCATE MEMBERS, STUDENTS, & THE COMMUNITY TO BE ENGAGED & RESPONSIBLE CITIZENS
-
COLLECTIONS - THE LEGACY FOUNDATION IS THE STEWARD OF AN EXTENSIVE CIVIL WAR COLLECTION THAT INCLUDES THE ARCHIVES OF THE MILITARY ORDER OF THE LOYAL LEGION OF THE UNITED STATES, THE CIVIL WAR MUSEUM OF PHILADELPHIA AND THE UNION LEAGUE OF PHILADELPHIA. THE COLLECTION IS OPEN TO THE PUBLIC FOR RESEARCH. IT HAS BEEN USED FOR DOZENS OF SCHOLARLY PUBLICATION OVER THE PAST SEVERAL YEARS.
Expenses $1,208,950
-
EDUCATION AND OUTREACH - THE LEGACY FOUNDATION PRESENTS A NUMBER OF EDUCATIONAL PROGRAMS INCLUDING GOOD CITIZEN DAY, TOURS OF THE HISTORIC LEAGUE HOUSE, TREASURES FROM THE ARCHIVES PRESENTATIONS, EXHIBITS, SUPPORT FOR NATIONAL HISTORY DAY PHILADELPHIA, SPEAKER PROGRAMS, CIVICS EDUCATION (INCLUDING GOOD CITIZEN DAY).
Expenses $790,435
-
SCHOLARSHIPS - THE LEGACY FOUNDATION ADMINISTERS TWO SCHOLARSHIP PROGRAMS. THE UNION LEAGUE SCHOLARSHIP PROGRAM PROVIDES SCHOLARSHIPS TO DESERVING YOUNG MEN AND WOMEN FROM THE GREATER PHILADELPHIA REGION WHO PREVIOUSLY WERE AWARDED THE GOOD CITIZENSHIP AWARD. THE ABELE SCHOLARSHIP PROGRAM PROVIDES SCHOLARSHIPS FOR POST-SECONDARY EDUCATION TO CHILDREN/DEPENDENTS OF UNION LEAGUE EMPLOYEES. SCHOLARSHIPS RANGE FROM $750 TO $15,000 PER ANNUM.
Expenses $445,295 · Grants $280,665
-
PRESERVATION AND COLLECTIONS: THE LEGACY FOUNDATION HELPS PRESERVE THE HISTORIC PROPERTIES OF THE UNION LEAGUE OF PHILADELPHIA - THE LEAGUE HOUSE IN CENTER CITY AND GUARD HOUSE IN GLADWYNE. IT IS ALSO THE STEWARD OF AN EXTENSIVE CIVIL WAR COLLECTION THAT INCLUDES THE ARCHIVES OF THE MILITARY ORDER OF THE LOYAL LEGION OF THE UNITED STATES, THE CIVIL WAR MUSEUM OF PHILADELPHIA AND THE UNION LEAGUE OF PHILADELPHIA. THE COLLECTION IS OPEN TO THE PUBLIC FOR RESEARCH. IT HAS BEEN USED FOR DOZENS OF SCHOLARLY PUBLICATION OVER THE PAST SEVERAL YEARS.
Expenses $675,040
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
James P DuniganJAMES P DUNIGAN
CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Michael T PiotrowiczMICHAEL T PIOTROWICZ
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Robert CiaruffoliROBERT CIARUFFOLI
TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
Diane B AllenDIANE B ALLEN
SECRETARY
- Total calculated
- $0
- Hours/week
- 3
-
James CarllJAMES CARLL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Robert M Cavalier EsqROBERT M CAVALIER ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Joseph V Del RasoJOSEPH V DEL RASO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Jeff DentonJEFF DENTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Gary Dorshimer MDGARY DORSHIMER MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Monica Duvall Dilella MDMONICA DUVALL DILELLA MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Frank GiordanoFRANK GIORDANO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Shanna GowenSHANNA GOWEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Charles Kurz IICHARLES KURZ II
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Jack Lieberman Capt UsnrJACK LIEBERMAN CAPT USNR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Gregg MelinsonGREGG MELINSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Yasmina MoukarzelYASMINA MOUKARZEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Michael J PronMICHAEL J PRON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Joyce SandoJOYCE SANDO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Jon SirlinJON SIRLIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Stephen C TargetSTEPHEN C TARGET
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Christopher J ThompsonCHRISTOPHER J THOMPSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
John J Turchi JrJOHN J TURCHI JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Edward A TurzanskiEDWARD A TURZANSKI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
John J Meko JrJOHN J MEKO JR
EXECUTIVE DIRECTOR
- Total calculated
- $199,574
- From this org
- $171,447
- From related orgs
- $0
- Other
- $28,127
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $163,397
- Bonus
- $8,050
- Other
- $0
- Deferred
- $10,315
- Nontaxable benefits
- $17,812
- Filer's total
- $199,574
-
Kira Foley-TuzmanKIRA FOLEY-TUZMAN
CHIEF ADMINISTRATIVE OFFICER
- Total calculated
- $134,823
- From this org
- $121,115
- From related orgs
- $0
- Other
- $13,708
- Hours/week
- 50
-
Christyn MoranCHRISTYN MORAN
DIRECTOR OF DEVELOPMENT
- Total calculated
- $127,644
- From this org
- $118,059
- From related orgs
- $0
- Other
- $9,585
- Hours/week
- 50
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
- 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.
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.
-
THE UNION LEAGUE OF PHILADELPHIA
501(C)(7) · SOCIAL CLUB · PA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202411369349313811
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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