2025-05-15T09:43:25-05:00 2024-06-30 390758449 WIPFLI LLP 170 N RADNOR-CHESTER RD SUITE 200 RADNOR PA 19087 990 2023-07-01 521173474 FREE LIBRARY OF PHILADELPHIA FOUNDATION FREE 2155675948 1901 VINE STREET PHILADELPHIA PA 191031189 MONIQUE MOORE EXECUTIVE DIRECTOR 2155675948 2025-05-08 1 0 SOLOMON MARDAKHAEV P01806552 6105653930 2025-05-08 2023 2025-03-06 01:10:19Z MONIQUE MOORE 1901 VINE STREET PHILADELPHIA PA 191031189 11696527 0 X WWW.FREELIBRARY.ORG X 1891 PA TO PROVIDE RESOURCES AND ADVOCACY TO ADVANCE THE MISSION OF THE FREE LIBRARY OF PHILADELPHIA WHILE STEWARDING AND PROMOTING OUR SPECIAL COLLECTIONS FOR THE BENEFIT OF ALL PHILADELPHIANS AND BEYOND. 26 26 127 162 0 0 13274316 10054005 603764 299654 968141 1006119 184502 336749 15030723 11696527 0 0 0 0 5744515 5172953 201207 276930 2044109 5170338 8655540 11116060 14105423 3914663 -2408896 45902665 46623503 3141966 3770382 42760699 42853121 X TO PROVIDE RESOURCES AND ADVOCACY TO ADVANCE THE MISSION OF THE FREE LIBRARY OF PHILADELPHIA WHILE STEWARDING AND PROMOTING OUR SPECIAL COLLECTIONS FOR THE BENEFIT OF ALL PHILADELPHIANS AND BEYOND. 0 0 4680425 0 271379 PUBLIC PROGRAMS: TO PROVIDE SUPPORT FOR LITERACY, CULTURAL AND EDUCATIONAL PROGRAMMING ON BEHALF OF THE FREE LIBRARY OF PHILADELPHIA. EXAMPLES OF SUCH PROGRAMS INCLUDE: THE LITERACY ENRICHMENT AFTER-SCHOOL PROGRAM (LEAP), ONE BOOK ONE PHILADELPHIA, SCIENCE IN THE SUMMER, TEEN PROGRAMMING, CULINARY LITERACY, CHRONICLING RESISTANCE, THE AUTHOR LECTURE SERIES, AND SUMMER READING PROGRAM. 4245931 0 0 FACILITIES RENOVATIONS: PRIMARILY TO MAKE RENOVATIONS TO THE BRANCH LIBRARIES. 592365 0 28275 COLLECTIONS AND PRESERVATION: TO ENHANCE THE LIBRARY'S PROMINENT RESEARCH COLLECTIONS, SUCH AS THE FLEISHER COLLECTION, DICKENS COLLECTION, POE COLLECTION, MEDIEVAL MANUSCRIPTS, ETC. 448400 0 0 LIBRARY CAPITAL PROJECTS: TO RENOVATE AND ENHANCE THE CENTRAL BRANCH OF THE LIBRARY. 195208 0 0 TECHNOLOGY: TO SUPPLEMENT THE LIBRARY'S TECHNOLOGICAL NEEDS SUCH AS WEBSITE DESIGN, DEVELOP INFRASTRUCTURE OF THE LIBRARY'S NETWORK, AND COMPUTER SERVICES FOR THE CHILDREN'S DEPARTMENT. 643608 0 0 10162329 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 133 0 127 1 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA NJ X FREE LIBRARY OF PHILADELPHIA FOUNDATION 2155675948 1901 VINE STREET PHILADELPHIA PA 19103 KELLY RICHARDS PRESIDENT & DIRECTOR 1.00 X X 0 0 0 D JEFFERY BENOLIEL BOD MEMBER - CHAIR 10.00 X X 0 0 0 JUDE TUMA BOD MEMBER - 1ST VICE CHAIR 1.00 1.00 X X 0 0 0 LYNN CHARYTAN BOD MEMBER - 2ND VICE CHAIR (THRU 11/23) 1.00 X X 0 0 0 JAMES BILES BOD MEMBER - TREASURER 1.00 X X 0 0 0 RICHARD A GREENAWALT BOD MEMBER - SECRETARY 1.00 X X 0 0 0 FOLASADE A OLANIPEKUN-LEWIS BOD MEMBER - VICE CHAIR, E 1.00 X X 0 0 0 CYNTHIA AFFLECK BOD MEMBER 1.00 X 0 0 0 CAROL BANFORD BOD MEMBER 1.00 X 0 0 0 JOHANNA B BAEK BOD MEMBER 1.00 X 0 0 0 BENITO CACHINERO-SANCHEZ BOD MEMBER 1.00 3.00 X 0 0 0 AMY COES BOD MEMBER 1.00 3.00 X 0 0 0 JEFFREY COOPER BOD MEMBER 1.00 X 0 0 0 TOBEY GORDON DICHTER BOD MEMBER 1.00 X 0 0 0 DONALD GENERALS BOD MEMBER 1.00 X 0 0 0 MELISSA GRIMM BOD MEMBER 1.00 X 0 0 0 JANET HAAS MD BOD MEMBER 1.00 X 0 0 0 ROBERT HEIM BOD MEMBER 1.00 X 0 0 0 JOHN F HOLLOWAY BOD MEMBER (THRU 11/23) 1.00 X 0 0 0 RENEE CARDWELL HUGHES BOD MEMBER 1.00 X 0 0 0 CHARLES P KEATES ESQ BOD MEMBER 1.00 X 0 0 0 SUSAN B MULLER BOD MEMBER 1.00 X 0 0 0 PETER NALLE BOD MEMBER 1.00 3.00 X 0 0 0 BARBARA SUTHERLAND BOD MEMBER 1.00 X 0 0 0 KARLA TROTMAN BOD MEMBER 1.00 X 0 0 0 JOE H TUCKER JR ESQ BOD MEMBER 1.00 X 0 0 0 DICK WEBSTER BOD MEMBER 1.00 X 0 0 0 JAY WEINSTEIN BOD MEMBER 1.00 X 0 0 0 PETER WOLF BOD MEMBER (THRU 11/23) 1.00 X 0 0 0 CHRISTINE RYDER CHIEF FINANCIAL OFFICER 37.50 X 173943 0 7132 MONIQUE MOORE EXECUTIVE DIRECTOR 37.50 X 98976 0 5756 SHARA POLLIE S.V.P. DEVELOPMENT 37.50 X 263700 0 18861 JAMES PECORA V.P. PROPERTY MANAGEMENT 37.50 X 179936 0 22720 KARYN LYMAN A.V.P. MAJOR AND PLANNED G 37.50 X 115112 0 21707 JENNY BOGONI EXECUTIVE DIRECTOR, READ! 37.50 X 135554 0 25550 ANDREW KAHAN DIRECTOR, AUTHOR EVENTS 37.50 X 118429 0 14906 ALIX GERZ V.P. COMMUNICATIONS 37.50 X 104166 0 16575 1189816 0 133207 7 0 1 0 MJ SETTELEN CONSTRUCTION 230 S BROAD ST 1100 PHILADELPHIA PA 19102 CONSTRUCTION 1222500 ALLEGIANCE FUNDRAISING LLC PO BOX 9132 FARGO ND 581069132 FUNDRAISING 276930 ASSOCIATED SPECIALTY CONTRACTING INC 98 LACRUE AVE SUITE 110 GLEN MILLS PA 19342 CONSTRUCTION 145285 WIPFLI PO BOX 3160 MILWAUKEE WI 532013160 AUDIT SERVICES 125575 BLACKBAUD 65 FAIRCHILD ST CHARLESTON SC 29492 CLOUD COMPUTING & SOFTWARE 110483 6 304000 3764441 5985564 167473 10054005 LECTURE SERIES 900099 261348 261348 FREE LIBRARY SERVICES 900099 28197 28197 SALES-BOOKS & PUBLIC 900099 8283 8283 1826 1826 299654 1006119 1006119 203985 203985 VENDED SYSTEMS 900099 100610 100610 OTHER INCOME 900099 32154 32154 132764 11696527 299654 0 1342868 X 930099 480083 295391 154625 3077618 1581284 982659 513675 109872 61863 31185 16824 251128 141396 71278 38454 804236 177694 50187 576355 155412 21500 133152 760 32000 32000 276930 276930 112898 55454 57444 5428024 5050634 285336 92054 297539 270892 26647 506739 312024 105908 88807 108863 87050 21783 30 22842 12001 6935 3906 142505 70696 19286 52523 39564 39564 3466 3466 79476 1875 73851 3750 PROGRAMS AND EXHIBITS 885146 877416 330 7400 MISCELLANEOUS EXPENSES 505324 179438 135588 190298 LIBRARY MATERIALS 235411 235411 DUES & PUBLICATIONS 53185 30386 21728 1071 47146 443668 -396522 14105423 10162329 1898985 2044109 32731 84775 4067895 3903306 5872674 4687311 948745 1527014 98305 112452 284291 263810 23947 20481 30530551 34152897 4327817 2135267 45902665 46623503 1126585 1938864 500000 500000 1515381 1331518 3141966 3770382 X 586887 2960582 42173812 39892539 42760699 42853121 45902665 46623503 X -2408896 2817748 -316430 X 0 1 X 1 0 X 12765482 13356624 10101885 13274316 9931446 59429753 12765482 13356624 10101885 13274316 9931446 59429753 7390518 52039235 619958 607243 1121626 887373 1332663 4568863 251380 24874 29243 42791 132767 481055 64479671 2413422 0.80710 0.76630 X PART II SECTION B LINE 10 OTHER INCOME INCLUDES MISCELLANEOUS REVENUE AS REPORTED IN PART VIII STATEMENT OF REVENUE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32000 32000 12029313 12061313 753066 188267 0 0 705792 637055 554389 753066 2650302 3975453 63000 28000 44000 32000 167000 176448 159264 138597 188267 662576 993864 X X 0 41867194 1346874 4664433 2601574 45276927 35746134 4809597 3114500 1803037 41867194 40980532 2314280 -5950953 1597725 35746134 33009510 997252 8760516 1786746 40980532 32582919 1091124 1105852 1770385 33009510 0.17900 0.45060 0.37040 0 1 1 154649 134168 20481 129642 129642 0 20481 OPERATING LEASE LIABILITY 1247724 SPLIT INTEREST LIABILITIES 83794 1331518 X 14595067 2817748 510120 3327868 11267199 112898 316430 429328 11696527 14502645 510120 510120 13992525 112898 112898 14105423 PART III, LINE 1A: THE FOUNDATION OWNS AND MAINTAINS COLLECTIONS OF RARE BOOKS, MANUSCRIPTS, MAPS, PAINTINGS, PRINTS, MUSIC, ETC., MOST OF WHICH HAVE BEEN ACQUIRED THROUGH INDIVIDUAL GIFTS AND BEQUESTS. THE ROSENBACH CONTRIBUTED COLLECTION ITEMS INCLUDE RARE BOOKS, MANUSCRIPTS, FINE AND DECORATIVE ARTS AND PERIOD FINISHINGS. A FINE ARTS INSURANCE POLICY WITH COVERAGE UP TO $13,000,000 IS CARRIED ON THE COLLECTIONS. IN THE OPINION OF MANAGEMENT, THIS REPRESENTS ONLY A FRACTION OF THE PRESENT FAIR VALUE OF THE ITEMS, MANY OF WHICH ARE IRREPLACEABLE. THE FOUNDATION HAS NOT ASSIGNED A VALUE TO THE COLLECTIONS FOR ACCOUNTING PURPOSES, SINCE IT IS NOT PRACTICAL TO DETERMINE THE COST, THE FAIR VALUE AT DATE OF ACQUISITION OR THE NET REALIZABLE VALUE OF THESE COLLECTIONS. PART III, LINE 4: SPECIAL COLLECTIONS ENHANCE THE EDUCATIONAL MISSION OF THE FREE LIBRARY BY ASSEMBLING AND MAKING ACCESSIBLE HISTORIC MATERIALS THAT PROMOTE UNDERSTANDING OF OUR SHARE CULTURAL HERITAGE. PART V, LINE 4: THE ENDOWMENT OF THE FOUNDATION CONSISTS OF 75 FUNDS ESTABLISHED BY DONORS FOR VARIOUS PURPOSES. THE ENDOWMENT OF THE ROSENBACH CONSISTS OF 25 FUNDS ESTABLISHED BY DONORS FOR VARIOUS PURPOSES. AS REQUIRED BY UNITED STATES GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENT, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: THE FOUNDATION HAS OBTAINED A FAVORABLE DETERMINATION THAT IT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS AN ORGANIZATION THAT IS OTHER THAN A PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS REVIEWED TAX POSITIONS TAKEN IN FILINGS WITH FEDERAL AND STATE JURISDICTIONS AND BELIEVES THOSE POSITIONS WOULD BE SUSTAINED SHOULD THE FILINGS BE EXAMINED BY THE RELEVANT TAXING AUTHORITY. OPEN PERIODS SUBJECT TO AUDIT FOR FEDERAL PURPOSES ARE GENERALLY THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 316,430. X X X X X X 1 ALLEGIANCE FUNDRAISING LLC 3064 49TH ST S FARGO ND 58104 DIRECT MAIL SERVICES - PLANNING, ADVISING, AND CONSULTING 0 0 276390 -276390 276390 -276390 PA NJ X X 1 0 0 0 0 0 0 0 0 SHARA POLLIE S.V.P. DEVELOPMENT 220887 0 0 0 42813 0 12086 0 6775 0 282561 0 0 0 JAMES PECORA V.P. PROPERTY MANAGEMENT 157595 0 0 0 22341 0 8906 0 13814 0 202656 0 0 0 CHRISTINE RYDER CHIEF FINANCIAL OFFICER 169951 0 0 0 3992 0 0 0 7132 0 181075 0 0 0 JENNY BOGONI EXECUTIVE DIRECTOR, READ! 122163 0 0 0 13391 0 6367 0 19183 0 161104 0 0 0 PART I, LINE 4A KARYN LYMAN, HIGHEST COMPENSATED EMPLOYEE, RECEIVED SEVERANCE PAY OF $13,554. X 16 167473 SELLING PRICE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I, COLUMN (B). PART I, LINE 32B: THE DEVELOPMENT OFFICE WILL RECEIVE ALL CONTRIBUTIONS AND (I) VERIFY THE INTENT, RESTRICTIONS OR PURPOSES OF EACH ONTRIBUTION; (II) PREPARE BATCHES FOR DEPOSITS AND GIFT RECONCILIATION BY FINANCE; (III) RECORD DONATIONS IN ITS GIFT ACCOUNTING SYSTEM (RAISER'S EDGE); (IV) ACKNOWLEDGE CONTRIBUTIONS FOR STEWARDSHIP AND TAX PURPOSES; (V) PROVIDE PROPER STEWARDSHIP INCLUDING DONOR RECOGNITION PROGRAMS SUCH AS THE GEORGE S. PEPPER SOCIETY AND, FOR PLANNED GIFTS, THE D. JACQUES BENOLIEL SOCIETY; AND (VI) MAINTAIN ELECTRONIC AND/OR PAPER RECORDS ON DONORS AND THEIR CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND IS THEN MADE AVAILABLE TO THE ORGANIZATION'S GOVERNING BODY BEFORE BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CHIEF FINANCIAL OFFICER IS RESPONSIBLE FOR REVIEWING ALL CONTRACTS AS WELL AS IDENTIFYING ANY POSSIBLE CONFLICTS OF INTEREST. POTENTIAL CONFLICTS OF INTEREST ARE IDENTIFIED APPLYING THE PRESCIBED PROCEDURES. THE BOARD OF DIRECTORS MUST ANNUALLY CERTIFY THEIR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT AND DIRECTOR ARE COMPENSATED BY THE CITY OF PHILADELPHIA AND ALL SALARY DECISIONS ARE MADE BY THE BOARD OF TRUSTEES OF THE FREE LIBRARY OF PHILADELPHIA. REGARDING OTHER KEY OFFICERS, ANNUALLY THE FOUNDATION BOARD OF DIRECTORS APPROVES THE COLLECTIVE SALARY RATE INCREASE FOR ALL EMPLOYEES OF THE ORGANIZATION FOR THE UPCOMING FISCAL YEAR. INDIVIDUAL RATE INCREASES ARE THEN REVIEWED AND APPROVED BY THE DIRECTOR, CHIEF FINANCIAL OFFICER AND THE HR MANAGER. IN ADDITION, COMPARABLE SALARY DATA FROM ORGANIZATIONS OF SIMILAR SIZE AND PURPOSE FOR SIMILARLY QUALIFIED INDIVIDUALS IS USED TO DETERMINE THE APPROPRIATE SALARY FOR NEW HIRES. THE SOURCES OF THAT INFORMATION ARE HR PROFESSIONAL ASSOCIATIONS, AND SURVEY DATA FROM VARIOUS OTHER SOURCES SUCH AS UNIVERSITIES AND EMPLOYMENT AGENCIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSERVATION & PRESERVATION: PROGRAM SERVICE EXPENSES 293,639. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 293,639. TEMPORARY SERVICES: PROGRAM SERVICE EXPENSES 30,950. MANAGEMENT AND GENERAL EXPENSES 87,697. FUNDRAISING EXPENSES 5,938. TOTAL EXPENSES 124,585. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 13,256. MANAGEMENT AND GENERAL EXPENSES 15,513. FUNDRAISING EXPENSES 69. TOTAL EXPENSES 28,838. RECRUITING: PROGRAM SERVICE EXPENSES 1,997. MANAGEMENT AND GENERAL EXPENSES 1,533. FUNDRAISING EXPENSES 973. TOTAL EXPENSES 4,503. PAYROLL SERVICE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 25,874. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,874. CONSULTING: PROGRAM SERVICE EXPENSES 345,642. MANAGEMENT AND GENERAL EXPENSES 154,719. FUNDRAISING EXPENSES 85,074. TOTAL EXPENSES 585,435. CAPITAL RENOVATION: PROGRAM SERVICE EXPENSES 4,365,150. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,365,150. FORM 990, PART XI, LINE 9: BAD DEBT LOSS -316,430. THE ROSENBACH OF THE FREE LIBRARY OF PHILADELPHIA FOUNDATION 2010 DELANCEY PLACE PHILADELPHIA PA 19103 231425055 OPERATION OF MUSEUM AND LIBRARY PA 501(C)(3) LINE 7 THE FREE LIBRARY OF PHILADELPHIA FOUNDATION 1 PHILADELPHIA CITY INSTITUTE - DBA PCI BOARD OF TRUSTEES 1905 LOCUST STREET PHILADELPHIA PA 19103 237142182 SUPPORTING ORGANIZATION OF FREE LIBRARY OF PHILADELPHIA FOUNDATION PA 501(C)(3) LINE 12D, III-O 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 THE ROSENBACH OF THE FREE LIBRARY OF PHILADELPHIA FOUNDATION D 861841 BOOK VALUE