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Nonprofiteer
← PENNSYLVANIA SOCIETY

Form 990 for tax year 2024

Filed by PENNSYLVANIA SOCIETY.

Totals

Total revenue
$939,152
Total expenses
$519,875
Contributions and grants received
$1,485,678
Grants paid
$37,000
Program service revenue
$0
Investment income
$17,212
Other revenue
-$563,738
Total assets, end of year
$1,255,355
Total liabilities, end of year
$7,821
Net assets or fund balances, end of year
$1,247,534
Program services expenses (Part IX)
$306,810
Management and general expenses
$169,602
Fundraising expenses
$43,463
Program service expenses (Part III)
$306,810

Program services were 59.0% 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

    $238,285

  • 1c · Fundraising events

    $1,224,832

  • 1f · All other contributions, gifts and grants

    $22,561

  • 3 · Investment income

    total $17,212 · excluded $17,212

  • 8a · Fundraising events: gross income

    $31,056

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

    $1,224,832

  • 8b · Fundraising events: direct expenses

    $594,794

  • 8c · Net income from fundraising events

    total -$563,738 · excluded -$563,738

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $25,000 · program services $25,000

  • 2 · Grants to domestic individuals

    total $12,000 · program services $12,000

  • 5 · Compensation of officers, directors and key employees

    total $201,662 · program services $110,914 · management and general $70,582 · fundraising $20,166

  • 7 · Other salaries and wages

    total $112,461 · program services $78,723 · management and general $22,493 · fundraising $11,245

  • 8 · Pension plan contributions

    total $5,616 · program services $4,029 · management and general $1,025 · fundraising $562

  • 9 · Other employee benefits

    total $31,000 · program services $21,349 · management and general $6,551 · fundraising $3,100

  • 10 · Payroll taxes

    total $20,811 · program services $12,758 · management and general $5,972 · fundraising $2,081

  • 11b · Fees: legal

    total $1,350 · management and general $1,350

  • 11c · Fees: accounting

    total $16,500 · management and general $16,500

  • 11g · Fees: other

    total $31,400 · program services $3,387 · management and general $27,460 · fundraising $553

  • 13 · Office expenses

    total $32,368 · program services $20,107 · management and general $9,092 · fundraising $3,169

  • 14 · Information technology

    total $1,316 · program services $807 · management and general $378 · fundraising $131

  • 16 · Occupancy

    total $786 · program services $482 · management and general $225 · fundraising $79

  • 17 · Travel

    total $7,707 · program services $4,725 · management and general $2,211 · fundraising $771

  • 22 · Depreciation, depletion and amortization

    total $1,154 · management and general $1,154

  • 24a · Other expenses: CREDIT CARD FEES

    total $16,060 · program services $9,845 · management and general $4,609 · fundraising $1,606

  • 24b · Other expenses: ANNUAL AND MEMBERSHIP E

    total $2,684 · program services $2,684

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $383,690 · end of year $271,108

  • 2 · Savings and temporary cash investments

    beginning of year $431,780 · end of year $697,426

  • 4 · Accounts receivable

    beginning of year $10,099

  • 8 · Inventories for sale or use

    beginning of year $9,258 · end of year $280,036

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

    $22,545

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

    $15,760

  • 10c · Land, buildings and equipment, net

    beginning of year $7,939 · end of year $6,785

  • 17 · Accounts payable and accrued expenses

    beginning of year $14,509 · end of year $7,821

  • 27 · Net assets without donor restrictions

    beginning of year $828,257 · end of year $1,067,534

  • 28 · Net assets with donor restrictions

    end of year $180,000

Mission and programs · 2024

Mission

THE PENNSYLVANIA SOCIETY IS A NON-PROFIT PATRIOTIC AND CHARITABLE ORGANIZATION FOUNDED IN 1899 TO ENCOURAGE THE IDEALS OF WILLIAM PENN AS EXPRESSED IN SERVICE TO THE COMMONWEALTH AND TO PEOPLE EVERYWHERE AND FURTHER TO UNITE ALL PENNSYLVANIANS AT HOME AND AWAY IN BONDS OF FRIENDSHIP AND DEVOTION TO PENNSYLVANIA THROUGH CHARITABLE WORKS

Activities or mission (Part I)

THE PENNSYLVANIA SOCIETY IS A NON-PROFIT PATRIOTIC AND CHARITABLE ORGANIZATION FOUNDED TO ENCOURAGE SERVICE TO THE COMMONWEALTH OF PA AND ITS CITIZENRY BY IMPROVING BONDS OF FRIENDSHIP AND CHARITABLE GOOD WORKS

  • CONTRIBUTIONS TO A CHARITABLE 501(C)(3) ORGANIZATION TO BE USED AS THE RECIPIENT ORGANIZATION DEEMS APPROPRIATE TO ACCOMPLISH THEIR CHARITABLE MISSION

    Expenses $306,810 · Grants $37,000

  • TO UNITE ALL PENNSYLVANIANS AT HOME AND AWAY THROUGH BONDS AND FRIENDSHIP THROUGH CHARITABLE WORKS

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

Listed in Part VII

  • Patricia Wellenbach

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5
  • Evan S Frazier

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2
  • Gregory S Bentley

    SECRETARY

    Total calculated
    $0
    Hours/week
    4
  • Timothy Necastro

    TREASURER

    Total calculated
    $0
    Hours/week
    2
  • Michael Brody

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1
  • Michael Brubaker

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1
  • Louis Denaples Jr

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1
  • Michael Devanney

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1
  • Stephen Fera

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1
  • Elizabeth Havey

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1
  • Maria Sordini Hudacek

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1
  • Michael A Innocenzo

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1
  • Dusty E Kirk

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1
  • Chandra Lalvani

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1
  • John Lawn

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1
  • Keith Leaphart

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1
  • Suzanne Mayes

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1
  • Mike Molewski

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1
  • Lisa Presta

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1
  • Velma A Redmond

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1
  • James Schultz

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1
  • Karen Winner Sed

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1
  • Susie Shah

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1
  • Michelle Singer

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1
  • James Spencer

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1
  • Christine Toretti

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1
  • John Ventura

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1
  • Julien Scranton

    EXEC DIRECTOR UNTIL 03/15/24

    Total calculated
    $79,595
    From this org
    $66,504
    From related orgs
    $0
    Other
    $13,091
    Hours/week
    45
  • Heather Greenleaf

    EXEC DIRECTOR FROM 3/4/24

    Total calculated
    $157,027
    From this org
    $118,711
    From related orgs
    $0
    Other
    $38,316
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $118,711
    Bonus
    $0
    Other
    $0
    Deferred
    $7,123
    Nontaxable benefits
    $31,193
    Filer's total
    $157,027

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

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

Provenance

Return type
form_990
Tax year
2024
Filed
16 February 2026
IRS schema version
2024v5.5
Source object
202630559349301743

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