SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA (EIN 23-1352676)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202541359349315979
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T17:35:03-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 N RADNOR-CHESTER RD SUITE 200 | AddressLine1Txt |
| City | RADNOR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352676 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SETT | BusinessNameControlTxt |
| Phone | 2153202600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 416 QUEEN STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19147 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELEN EATON | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 2153202600 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SOLOMON MARDAKHAEV | PreparerPersonNm |
| PTIN | P01806552 | PTIN |
| Phone | 6105653930 | PhoneNum |
| Preparation | 2025-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HELEN EATON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 416 QUEEN STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19147 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,630,848 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SETTLEMENTMUSIC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1908 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | SETTLEMENT MUSIC SCHOOL'S MISSION IS TO PROVIDE THE HIGHEST QUALITY INSTRUCTION IN MUSIC AND THE RELATED ARTS TO CHILDREN AND ADULTS, WITHOUT REGARD TO AGE, RACE OR FINANCIAL CIRCUMSTANCES. SETTLEMENT'S BROAD RANGE OF PROGRAMS, TAUGHT BY HIGHLY CREDENTIALED AND DEDICATED FACULTY, HELP STUDENTS OF ALL AGES ACHIEVE ARTISTIC, EDUCATIONAL, AND SOCIAL GOALS. SETTLEMENT OFFERS MORE THAN 12,000 WEEKLY SERVICES OF MUSIC AND ARTS INSTRUCTION IN MORE THAN 20 INSTRUMENTS, GROUP CLASSES, CHOIRS, CHAMBER GROUPS, JAZZ ENSEMBLES, ORCHESTRA, ARTS THERAPY, DANCE, AND CREATIVE MOVEMENT, BOTH ONSITE AND ONLINE AT FIVE COMMUNITY BRANCHES AND ONLINE, AND WITH MORE THAN 70 COMMUNITY PARTNERSHIPS. WE ARE LEADING THE NATION IN INCREASING ACCESS TO MUSIC EDUCATION AND PIONEERING TOOLS TO EDUCATE TOMORROW'S CHILDREN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 316 | TotalEmployeeCnt |
| Total Volunteers | 78 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,925,494 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,598,512 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,717,550 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,992,860 | CYProgramServiceRevenueAmt |
| PY Investment Income | $209,070 | PYInvestmentIncomeAmt |
| CY Investment Income | $648,549 | CYInvestmentIncomeAmt |
| PY Other Revenue | $205,985 | PYOtherRevenueAmt |
| CY Other Revenue | $253,289 | CYOtherRevenueAmt |
| PY Total Revenue | $12,058,099 | PYTotalRevenueAmt |
| CY Total Revenue | $13,493,210 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,909,545 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,991,494 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,546,365 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,874,749 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $36,893 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $696,154 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,204,780 | PYOtherExpensesAmt |
| CY Other Expenses | $3,302,625 | CYOtherExpensesAmt |
| PY Total Expenses | $13,660,690 | PYTotalExpensesAmt |
| CY Total Expenses | $14,205,761 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,602,591 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$712,551 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,840,693 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,209,025 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,509,975 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,429,729 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,330,718 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $30,779,296 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SETTLEMENT MUSIC SCHOOL'S MISSION IS TO PROVIDE THE HIGHEST QUALITY INSTRUCTION IN MUSIC AND THE RELATED ARTS TO CHILDREN AND ADULTS, WITHOUT REGARD TO AGE, RACE OR FINANCIAL CIRCUMSTANCES. SETTLEMENT'S BROAD RANGE OF PROGRAMS, TAUGHT BY HIGHLY CREDENTIALED AND DEDICATED FACULTY, HELP STUDENTS OF ALL AGES ACHIEVE ARTISTIC, EDUCATIONAL, AND SOCIAL GOALS. SETTLEMENT OFFERS MORE THAN 12,000 WEEKLY SERVICES OF MUSIC AND ARTS INSTRUCTION IN MORE THAN 20 INSTRUMENTS, GROUP CLASSES, CHOIRS, CHAMBER GROUPS, JAZZ ENSEMBLES, ORCHESTRA, ARTS THERAPY, DANCE, AND CREATIVE MOVEMENT, BOTH ONSITE AND ONLINE AT FIVE COMMUNITY BRANCHES AND ONLINE, AND WITH MORE THAN 70 COMMUNITY PARTNERSHIPS. WE ARE LEADING THE NATION IN INCREASING ACCESS TO MUSIC EDUCATION AND PIONEERING TOOLS TO EDUCATE TOMORROW'S CHILDREN. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,460,014 | ExpenseAmt |
| Grant | $994,642 | GrantAmt |
| Revenue | $6,962,671 | RevenueAmt |
| Desc | SETTLEMENT'S FINANCIAL AID PROGRAM IS THE VEHICLE THROUGH WHICH UNDERSERVED CHILDREN GAIN ACCESS TO THE SCHOOL'S PROGRAMS. THE SCHOOL ANNUALLY PROVIDES APPROXIMATELY $3 MILLION IN FINANCIAL AID AND SCHOLARSHIPS ACROSS ALL PROGRAMS TO NEARLY 60% OF ITS STUDENTS. SETTLEMENT HAS BEEN SUCCESSFUL IN RECRUITING AND RETAINING CREDENTIALED AND EXPERIENCED FACULTY. THIS FACULTY PROVIDES 12,000 WEEKLY MUSIC AND ARTS RELATED PROGRAMS AND SERVICES TO ALL THE COMMUNITIES THAT THE SCHOOL SERVES, INCLUDING LOW-INCOME AND UNDERSERVED COMMUNITIES. SETTLEMENT EMPLOYS APPROXIMATELY 260 FACULTY, MAKING IT ONE OF THE LARGEST EMPLOYERS OF MUSIC EDUCATORS IN PENNSYLVANIA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,702,220 | ExpenseAmt |
| Grant | $1,576,980 | GrantAmt |
| Revenue | $1,022,605 | RevenueAmt |
| Desc | THE KALEIDOSCOPE PROGRAM USES THE ARTS TO PREPARE 114 LOW-INCOME PRESCHOOL STUDENTS FOR ACADEMIC SUCCESS. THE PROGRAM HAS A PROVEN RECORD OF SUCCESS, WITH PARTICIPANT'S SCHOOL READINESS SCORES THREE TIMES HIGHER THAN PEERS IN NON-ARTS ENRICHED PROGRAMS. 90% OF THE STUDENTS IN THE KALEIDOSCOPE PROGRAM QUALIFY FOR HEAD START FUNDING DUE TO FAMILY INCOME OR SPECIAL NEEDS AND ATTEND TUITION-FREE. THE INNOVATION AND QUALITY OF KALEIDOSCOPE HAS HELPED IT BECOME A NATIONAL MODEL OF ARTS-BASED PRESCHOOL EDUCATION. THE BUDGET FOR KALEIDOSCOPE IS OVER $1 MILLION, REPRESENTING APPROXIMATELY 13% OF THE SCHOOL'S BUDGET. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $531,336 | ExpenseAmt |
| Grant | $419,872 | GrantAmt |
| Revenue | $7,584 | RevenueAmt |
| Desc | SETTLEMENT'S MUSIC EDUCATION PATHWAYS PROGRAM IS AN AFTERSCHOOL PROGRAM AT SEVEN PHILADELPHIA SCHOOLS, IN OPERATION SINCE 2012, SERVING OVER 250 STUDENTS WITH OVER 130 HOURS OF ENSEMBLE AND GROUP LESSONS IN BAND, ORCHESTRA, AND CHOIR. RESEARCH HAS SHOWN STUDENTS LIVING IN POVERTY TO EXPERIENCE GAINS IN SOCIO-EMOTIONAL LEARNING WHILE ENGAGED IN THIS PROGRAM. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $0 | $0 | $0 | SETTLEMENT IS THE LEAD PARTNER OF THE PMAY ARTISTS INITIATIVE, A $5 MILLION, SIX-YEAR PROGRAM FUNDED BY THE MELLON FOUNDATION TO SUPPORT A COHORT OF NINE YOUTH AND MUSIC ORGANIZATIONS TO INCREASE DIVERSITY IN THE PROFESSIONAL CLASSICAL MUSIC FIELD. SETTLEMENT IS PROUD TO SERVE THE INITIATIVE AS A LEAD PARTNER AND RE-GRANTOR FOR THIS WORK. WE SUPPORT A COHORT OF STUDENTS, WHO ARE IN FIFTH THROUGH TWELFTH GRADE FROM UNDERREPRESENTED COMMUNITIES AND FINANCIALLY DISADVANTAGED BACKGROUNDS, ON THEIR PATHS TO BECOMING PROFESSIONAL CLASSICAL MUSICIANS. SINCE ITS INCEPTION, PMAY ARTISTS HAVE RECEIVED EXTENSIVE AUDITION, LESSON, AND INSTRUMENT LOAN ASSISTANCE THAT HAS ENABLED THEM TO BE ACCEPTED INTO TOP MUSIC SCHOOLS AND CONSERVATORIES, INCLUDING CARNEGIE MELLON UNIVERSITY, NEW ENGLAND CONSERVATORY OF MUSIC, CLEVELAND INSTITUTE OF MUSIC, AND BOSTON UNIVERSITY, WITH SCHOLARSHIP OFFERS OF UP TO $8 MILLION. |
| $0 | $0 | $0 | THE KARDON CENTER AT SETTLEMENT MUSIC SCHOOL OFFERS MUSIC, ART, AND DANCE/MOVEMENT THERAPY SERVICES TO INDIVIDUALS WITH DIVERSE NEEDS AT SETTLEMENT BRANCHES AND AT OTHER LOCATIONS IN OUR COMMUNITY. CREATIVE ARTS THERAPY IS A FORM OF NON-VERBAL PSYCHOTHERAPY USING THE SENSES TO OPEN NEW CHANNELS OF COMMUNICATION BETWEEN PARTICIPANTS AND THEIR THERAPISTS, FAMILIES, AND COMMUNITIES. CREATIVE ARTS THERAPY USES THE ARTS IN ORDER TO ACHIEVE THERAPEUTIC GOALS. GOALS FOR CREATIVE ARTS THERAPY ARE TAILORED TO EACH PARTICIPANT, AND BENEFITS MAY INCLUDE IMPROVEMENT IN SOCIAL SKILLS, PSYCHOLOGICAL FACTORS, COGNITION, LANGUAGE, AND PHYSICAL SKILLS. 17 CERTIFIED CREATIVE ARTS THERAPISTS DELIVER SERVICES ONSITE AND AT MULTIPLE COMMUNITY BRANCHES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $12,693,570 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 67 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 316 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2153202600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 416 QUEEN STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19147 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ELLEN S FRIEDELL | ||||||||
| CHAIR | 4.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRUCE LETO | ||||||||
| ASSISTANT TREASURER, PRESIDENT | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BARBARA MENIN | ||||||||
| VICE PRESIDENT (WGB) | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARY BETH KRAMER | ||||||||
| VICE PRESIDENT (KNE) | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NATE BRONSTEIN | ||||||||
| VICE PRESIDENT (MLC) | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GUISSOU DABIRI | ||||||||
| VICE PRESIDENT (WFB) | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KEN WEINER | ||||||||
| VICE PRESIDENT (GTN) | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KEVIN CUNNINGHAM | ||||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRIAN PINHEIRO | ||||||||
| ASSISTANT TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANDREW EISENSTEIN | ||||||||
| SECRETARY | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID CONNOR | ||||||||
| ASSISTANT SECRETARY | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DANA BROWN | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN GLEEKSMAN | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE GREENFIELD | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JUSTIN KLEIN | ||||||||
| PRESIDENT, TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY LEVINSOHN | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY MARGOLIES | ||||||||
| TRUSTEE (FROM JULY 2023) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANCES MCNEAL | ||||||||
| TRUSTEE (FROM JULY 2023) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM RIESENBACH | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN ROTHENBERG | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CRYSTLE ROYE-GILL | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP N RUSSO | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBIN SHAPIRO | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOEL SMITH | ||||||||
| TRUSTEE (FROM NOV 2023) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RACHEL VANCE | ||||||||
| TRUSTEE (FROM JULY 2023) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEANNINE WEBBER | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM WHITTON | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HELEN EATON | ||||||||
| CHIEF EXECUTIVE OFFICER | 65.00 | 5.00 | Yes (X) | $257,087 | $0 | $11,918 | ||
| VERONICA PLOUSIS | ||||||||
| CFO/COO (THRU DEC 2023) | 65.00 | 5.00 | Yes (X) | $152,767 | $0 | $11,918 | ||
| LOLA ODUNSI | ||||||||
| CFO/COO (FROM JUNE 2024) | 65.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK LEITER | ||||||||
| CHIEF INFORMATION OFFICER | 55.00 | $156,105 | $0 | $0 | Yes (X) | |||
| AMELIA SCHMERTZ | ||||||||
| CHIEF ADVANCEMENT OFFICER | 55.00 | $126,900 | $0 | $2,548 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $692,859 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $26,384 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUR PART-TIME CONTROLLER LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 MARKET STREET SUITE 3425 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INTERIM CFO, ACCOUNTING, AUDIT PREP SERV | ServicesDesc |
| Compensation | $155,654 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $50,000 | FederatedCampaignsAmt |
| Fundraising | $32,868 | FundraisingAmt |
| All Other Contributions | $4,515,644 | AllOtherContributionsAmt |
| Total Contributions | $4,598,512 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION REG/AUDITION | Desc |
| Business | 711190 | BusinessCd |
| Total Revenue Column | $7,943,592 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,943,592 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,268 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,268 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,992,860 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $369,966 | TotalRevenueColumnAmt |
| Exclusion | $369,966 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $30,974 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $30,974 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,974 | TotalRevenueColumnAmt |
| Exclusion | $30,974 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,301,449 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,022,866 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $278,583 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $278,583 | TotalRevenueColumnAmt |
| Exclusion | $278,583 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $336,342 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $32,868 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $114,027 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $222,315 | TotalRevenueColumnAmt |
| Exclusion | $222,315 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $745 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $745 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,493,210 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,992,860 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $901,838 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,991,494 | TotalAmt |
| Program Services | $2,991,494 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,573 | TotalAmt |
| Program Services | $352,805 | ProgramServicesAmt |
| Management And General | $55,258 | ManagementAndGeneralAmt |
| Fundraising | $21,510 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,509,863 | TotalAmt |
| Program Services | $5,814,147 | ProgramServicesAmt |
| Management And General | $308,332 | ManagementAndGeneralAmt |
| Fundraising | $387,384 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $404,553 | TotalAmt |
| Program Services | $363,653 | ProgramServicesAmt |
| Management And General | $18,476 | ManagementAndGeneralAmt |
| Fundraising | $22,424 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $530,760 | TotalAmt |
| Program Services | $480,585 | ProgramServicesAmt |
| Management And General | $21,414 | ManagementAndGeneralAmt |
| Fundraising | $28,761 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,222 | TotalAmt |
| Program Services | $22,222 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,349 | TotalAmt |
| Program Services | $75,349 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,893 | TotalAmt |
| Fundraising | $36,893 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,517 | TotalAmt |
| Management And General | $51,517 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,895 | TotalAmt |
| Program Services | $465,722 | ProgramServicesAmt |
| Management And General | $12,745 | ManagementAndGeneralAmt |
| Fundraising | $73,428 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,188 | TotalAmt |
| Program Services | $8,954 | ProgramServicesAmt |
| Management And General | $27,889 | ManagementAndGeneralAmt |
| Fundraising | $3,345 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,774 | TotalAmt |
| Program Services | $46,264 | ProgramServicesAmt |
| Management And General | $47,864 | ManagementAndGeneralAmt |
| Fundraising | $20,646 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,925 | TotalAmt |
| Program Services | $177,934 | ProgramServicesAmt |
| Management And General | $94,702 | ManagementAndGeneralAmt |
| Fundraising | $49,289 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,489 | TotalAmt |
| Program Services | $432,755 | ProgramServicesAmt |
| Management And General | $18,734 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,740 | TotalAmt |
| Program Services | $12,798 | ProgramServicesAmt |
| Management And General | $37,155 | ManagementAndGeneralAmt |
| Fundraising | $787 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,256 | TotalAmt |
| Program Services | $23,089 | ProgramServicesAmt |
| Management And General | $19,611 | ManagementAndGeneralAmt |
| Fundraising | $3,556 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,740 | TotalAmt |
| Program Services | $78,308 | ProgramServicesAmt |
| Management And General | $2,206 | ManagementAndGeneralAmt |
| Fundraising | $1,226 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $798,227 | TotalAmt |
| Program Services | $798,227 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,426 | TotalAmt |
| Program Services | $138,320 | ProgramServicesAmt |
| Management And General | $106 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM SUPPLIES | $377,358 | $326,389 | $11,995 | $38,974 |
| SERVICES CHARGES | $150,760 | $75,619 | $75,141 | |
| DUES & PUBLICATIONS | $21,847 | $3,626 | $11,292 | $6,929 |
| OTHER EXPENSES | $7,912 | $5,310 | $1,600 | $1,002 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,205,761 | TotalAmt |
| Program Services | $12,693,570 | ProgramServicesAmt |
| Management And General | $816,037 | ManagementAndGeneralAmt |
| Fundraising | $696,154 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $721,185 | BOYAmt |
| EOY | $1,153,843 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,128,103 | BOYAmt |
| EOY | $588,443 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,807,601 | BOYAmt |
| EOY | $3,169,534 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,560 | BOYAmt |
| EOY | $24,928 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,587 | BOYAmt |
| EOY | $108,762 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $29,598,763 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,596,351 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,725,329 | BOYAmt |
| EOY | $14,002,412 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,802,903 | BOYAmt |
| EOY | $13,764,672 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,304,425 | BOYAmt |
| EOY | $1,396,431 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,840,693 | BOYAmt |
| EOY | $34,209,025 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,657 | BOYAmt |
| EOY | $313,806 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,995 | BOYAmt |
| EOY | $547,466 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,683,372 | BOYAmt |
| EOY | $2,472,026 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,951 | BOYAmt |
| EOY | $96,431 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,509,975 | BOYAmt |
| EOY | $3,429,729 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,567,944 | BOYAmt |
| EOY | $15,678,294 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,762,774 | BOYAmt |
| EOY | $15,101,002 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,330,718 | BOYAmt |
| EOY | $30,779,296 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,840,693 | BOYAmt |
| EOY | $34,209,025 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$712,551 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $958,319 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $27,263 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $175,547 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,509,607 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,509,607 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $825,480 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $206,370 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $691,548 | CurrentYearMinus3Amt |
| Current Year Minus2 | $738,781 | CurrentYearMinus2Amt |
| Current Year Minus1 | $799,060 | CurrentYearMinus1Amt |
| Current Year | $825,480 | CurrentYearAmt |
| Total | $3,054,869 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,582,304 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $172,887 | CurrentYearMinus3Amt |
| Current Year Minus2 | $184,695 | CurrentYearMinus2Amt |
| Current Year Minus1 | $199,765 | CurrentYearMinus1Amt |
| Current Year | $206,370 | CurrentYearAmt |
| Total | $763,717 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,145,576 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,913,925 | BeginningYearBalanceAmt |
| Contributions | $2,015,903 | ContributionsAmt |
| Investment Earnings Or Losses | $1,523,787 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,250,000 | OtherExpendituresAmt |
| End Year Balance | $15,203,615 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,916,406 | BeginningYearBalanceAmt |
| Contributions | $488,143 | ContributionsAmt |
| Investment Earnings Or Losses | $1,095,480 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $586,104 | OtherExpendituresAmt |
| End Year Balance | $12,913,925 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,663,370 | BeginningYearBalanceAmt |
| Contributions | $2,491,239 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,617,203 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $621,000 | OtherExpendituresAmt |
| End Year Balance | $11,916,406 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,705,651 | BeginningYearBalanceAmt |
| Contributions | $1,815,751 | ContributionsAmt |
| Investment Earnings Or Losses | $1,986,968 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $785,000 | OtherExpendituresAmt |
| Administrative Expenses | $60,000 | AdministrativeExpensesAmt |
| End Year Balance | $11,663,370 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,806,434 | BeginningYearBalanceAmt |
| Contributions | $158,089 | ContributionsAmt |
| Investment Earnings Or Losses | $66,127 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $325,000 | OtherExpendituresAmt |
| End Year Balance | $8,705,651 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.29183 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.70817 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,575,918 | OtherCostOrOtherBasisAmt |
| Book Value | $1,575,918 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,375,553 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,834,809 | DepreciationAmt |
| Book Value | $11,540,744 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,014 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,014 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,626,278 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,740,528 | DepreciationAmt |
| Book Value | $885,750 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,002,412 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $96,431 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $96,431 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,561,664 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $958,319 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | -$27,263 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $180,409 | OtherRevenueAmt |
| Revenue Not Reported | $1,111,465 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,450,199 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $51,517 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $2,991,494 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,043,011 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,493,210 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,108,729 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$54,021 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$54,021 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,162,750 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $51,517 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $2,991,494 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,043,011 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,205,761 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS ARE TO PROVIDE SUPPORT FOR THE PROGRAMS AND OPERATIONS OF THE SCHOOLS. |
| PART X, LINE 2: | GAAP PRESCRIBES A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE SCHOOL BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN THAT STANDARD. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 58,138. COST OF GOODS SOLD 745. CHANGE IN VALUE OF SPLIT INTEREST 121,526. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 2,991,494. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -54,021. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 2,991,494. |
| PART V, LINE 3B: | THE EMILY FAIRCHILD ENDOWMENT IS ADMINISTERED BY BNY MELLON. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE POLICY IS NOTED IN ALL NEWSPAPER ADVERTISEMENTS, PROGRAMS, CATALOGUES AND REGISTRATION FORMS. |
| SCHEDULE E, PART I, LINE 6 | THE SCHOOL RECEIVED FUNDING FROM THE NATIONAL ENDOWMENT FOR THE ARTS (NEA) AND KEYSTONE ARTS (INITIATIVE OF THE PENNSYLVANIA OFFICE OF CHILD DEVELOPMENT AND EARLY LEARNING) TO SUPPORT THE KALEIDOSCOPE PROGRAM. FUNDING IS ALSO RECEIVED FROM THE SCHOOL DISTRICT OF PHILADELPHIA IN SUPPORT OF THE HEAD START PROGRAM. THE PENNSYLVANIA COUNCIL ON THE ARTS AND PHILADELPHIA CULTURAL FUND PROVIDE GENERAL OPERATING GRANT SUPPORT. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| CATCH 3 CONSULTING LLC | ||||||||
| PO BOX 636 | DREXEL HILL | PA | 19026 | FUND DEVELOPMENT SERVICES | 0 | $0 | $28,850 | -$28,850 |
| SCHULTZ & WILLIAMS | ||||||||
| ONE PENN CENTER 1617 JFK BLVD 170 | PHILADELPHIA | PA | 19103 | FUNDRAISING COUNSEL | 0 | $0 | $8,043 | -$8,043 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $36,893 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$36,893 | TotalNetToOrganizationAmt |
| Licensed States | PA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL GALA | Event1Nm |
| Gross Receipts Event1 | $369,210 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $32,868 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $336,342 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $11,290 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $63,285 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $8,030 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $31,422 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $369,210 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $32,868 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $336,342 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $11,290 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $63,285 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $8,030 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $31,422 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $114,027 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $222,315 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL & SCHOLARSHIP AID | GrantTypeTxt |
| Recipient | 2436 | RecipientCnt |
| Cash Grant | $2,991,494 | CashGrantAmt |
| Non Cash Assistance | FINANCIAL AID AND SCHOLARSHIPS ARE AWARDED ANNUALLY TO STUDENTS WHO DEMONSTRATE FINANCIAL NEED. | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | REGRANTING AGENCY FOR MELLON GRANT: SEPERATE BANK ACCOUNT MAINTAINED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HELEN EATON | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $249,421 | $0 | $0 | $0 | $7,666 | $0 | $0 | $0 | $11,918 | $0 | $269,005 | $0 | $0 | $0 |
| VERONICA PLOUSIS | ||||||||||||||
| CFO/COO (THRU DEC 2023) | $138,447 | $0 | $10,000 | $0 | $4,320 | $0 | $0 | $0 | $11,918 | $0 | $164,685 | $0 | $0 | $0 |
| PATRICK LEITER | ||||||||||||||
| CHIEF INFORMATION OFFICER | $156,105 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $156,105 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | SCHEDULE J, PART II, COLUMN (B)(II) REPORTS DISCRETIONARY INCENTIVE AMOUNTS THAT WERE APPROVED BY THE BOARD BASED UPON PERFORMANCE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING OF THE FORM 990, THE AUDIT COMMITTEE WILL REVIEW AND APPROVE THE FORM 990 AND REPORT ITS FINDINGS TO THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES REGULARLY SUPPLY WRITTEN CONFLICT OF INTEREST STATEMENTS THAT ARE REVIEWED BY MANAGEMENT TO ENSURE THAT CONFLICTS DO NOT EXIST. IF A CONFLICT WERE TO OCCUR, THE CONFLICT WOULD BE EVALUATED AND APPROPRIATE ACTION WOULD BE TAKEN. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE OF THE CENTRAL BOARD OF TRUSTEES (CHAIRMAN, PRESIDENT, TREASURER, ASSISTANT TREASURER, SECRETARY AND ASSISTANT SECRETARY) MEETS ANNUALLY TO DETERMINE THE EXECUTIVE DIRECTOR'S SALARY FOR THE NEXT YEAR END. THE COMMITTEE REVIEWS SALARY DATA FOR COMPARABLE POSITIONS IN OTHER ORGANIZATIONS AS PART OF THEIR DELIBERATION, ALONG WITH INTERNAL SCHOOL BUDGET INFORMATION TO MAKE THEIR DETERMINATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN SPLIT INTEREST AGREEMENT 121,526. COST OF BENEFITS TO DONORS 54,021. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|
| SMS COLLABORATIVE MANAGEMENT LLC | |||||||
| 416 QUEEN ST | PHILADEPLHIA | PA | 19147 | 822025542 | TO SUPPORT SMS PRE-K SCHOLARSHIP COLLABORATIVE, LLC. | PA | SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA |
| SETTLEMENT MUSIC SCHOOL PRE-K SCHOLARSHIP COLLABORATIVE LLC | |||||||
| 416 QUEEN ST | PHILADEPLHIA | PA | 19147 | TO PARTICIPATE IN PA EDUCATIONAL IMPROVEMENT SCHOLARSHIP TAX CREDIT PROGRAM | PA | SMS COLLABORATIVE MANAGEMENT LLC | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMDEN SCHOOL OF MUSICAL ARTS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 990 MORGAN BLVD | AddressLine1Txt |
| City | CAMDEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222801774 | EIN |
| Primary Activities | PROVIDE MUSIC & RELATED MUSIC PROGRAMS TO THE CAMDEN AREA AT AFFORDABLE FEES | PrimaryActivitiesTxt |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |