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Nonprofiteer
← PENNSYLVANIA HERITAGE FOUNDATION

Form 990 for tax year 2023

Filed by PENNSYLVANIA HERITAGE FOUNDATION.

Totals

Total revenue
$331,028
Total expenses
$323,142
Contributions and grants received
$72,681
Grants paid
$0
Program service revenue
$221,129
Investment income
$33,618
Other revenue
$3,600
Total assets, end of year
$826,009
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$826,009
Program services expenses (Part IX)
$221,726
Management and general expenses
$42,038
Fundraising expenses
$59,378
Program service expenses (Part III)
$221,726

Program services were 68.6% 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.

  • 1f · All other contributions, gifts and grants

    $72,681

  • 2a · Program service revenue: MEMBERSHIP FEES

    total $98,155 · related or exempt $98,155

  • 2b · Program service revenue: CONTRACT WORK

    total $96,694 · related or exempt $96,694

  • 2c · Program service revenue: ART OF THE STATE

    total $22,645 · related or exempt $22,645

  • 2d · Program service revenue: MANAGEMENT FEES

    total $3,635 · related or exempt $3,635

  • 3 · Investment income

    total $29,759 · excluded $29,759

  • 7a · Gross sales of assets other than inventory

    securities $10,000

  • 7b · Less cost or other basis and sales expenses

    securities $6,141

  • 7c · Gain or loss

    securities $3,859

  • 7d · Net gain or loss

    total $3,859 · related or exempt $3,859

  • 8a · Fundraising events: gross income

    $10,131

  • 8b · Fundraising events: direct expenses

    $6,631

  • 8c · Net income from fundraising events

    total $3,500

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $100 · related or exempt $100

  • 11e · Other revenue, total

    $100

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $27,415 · program services $19,191 · management and general $2,741 · fundraising $5,483

  • 7 · Other salaries and wages

    total $163,300 · program services $114,310 · management and general $16,330 · fundraising $32,660

  • 11a · Fees: management

    total $4,146 · program services $4,146

  • 11c · Fees: accounting

    total $43,100 · program services $20,713 · management and general $11,193 · fundraising $11,194

  • 11g · Fees: other

    total $12,099 · program services $12,099

  • 12 · Advertising and promotion

    total $468 · fundraising $468

  • 13 · Office expenses

    total $25,817 · program services $12,909 · management and general $6,453 · fundraising $6,455

  • 14 · Information technology

    total $12,413 · program services $8,689 · management and general $1,241 · fundraising $2,483

  • 17 · Travel

    total $1,043 · program services $730 · management and general $313

  • 19 · Conferences, conventions and meetings

    total $760 · program services $380 · management and general $380

  • 23 · Insurance

    total $2,803 · program services $701 · management and general $2,102

  • 24a · Other expenses: PROJECTS

    total $17,202 · program services $17,202

  • 24b · Other expenses: EVENTS

    total $6,631 · program services $6,631

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $3,406 · program services $2,755 · management and general $651

  • 24d · Other expenses: EDUCATION & TRAINING

    total $2,500 · program services $1,250 · management and general $625 · fundraising $625

  • 24e · All other expenses

    total $39 · program services $20 · management and general $9 · fundraising $10

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $246,926 · end of year $26,224

  • 2 · Savings and temporary cash investments

    end of year $212,728

  • 11 · Investments: publicly traded securities

    beginning of year $459,771 · end of year $496,869

  • 15 · Other assets

    beginning of year $80,220 · end of year $90,188

  • 27 · Net assets without donor restrictions

    beginning of year $470,249 · end of year $415,472

  • 28 · Net assets with donor restrictions

    beginning of year $316,668 · end of year $410,537

Listed in Part VII

  • DONNA L FISHER

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3.75

  • MARK A MARKOSKY

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    0.75

  • DEMIELO LUCKETTE

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • CYNTHIA PRITCHARD

    TREASURER

    Total calculated
    $0
    Hours/week
    1.5

  • MARY ZANOLINI

    ASSISTANT TR

    Total calculated
    $0
    Hours/week
    0.5

  • GLENN HOLLIMAN

    PAST PRESIDE

    Total calculated
    $0
    Hours/week
    0.5

  • SAMANTHA FREISE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • C JAMES HOLLIMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • TUCKER R HULL ESQ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • CHRISTOPHER W KINDER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • NANCY A LENNINGTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • GEORGE L LYTER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JIM NEWMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • LAURA C RICKETTS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • SUSAN SHERWOOD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • ANNE YELLOTT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • FREDERICK C POWELL

    DIRECTOR EME

    Total calculated
    $0
    Hours/week
    0.5

  • WILLIAM V LEWIS

    PHMC COMMISS

    Total calculated
    $0
    Hours/week
    0.5

  • FRANKLIN L KURY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • SAMUEL SWEET

    EXECUTIVE DI

    Total calculated
    $27,415
    From this org
    $25,615
    From related orgs
    $0
    Other
    $1,800
    Hours/week
    40

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
22 March 2025
IRS schema version
2023v6.0
Source object
202510979349300706

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