2022-07-19T14:56:32-05:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE SUITE 400 PLYMOUTH MEETING PA 19462 990 2021-01-01 810582843 WORLD TRADE CENTER OF GREATER PHILADELPHIA WORL 2155864240 1617 JFK BLVD ONE PENN CTR 1690 PHILADELPHIA PA 19103 LINDA CONLIN PRESIDENT 2155864240 2022-07-19 1 LINDA CONLIN 999009999 CONNIE M LIRA P00481097 2156433900 2022-07-11 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X LINDA CONLIN 1617 JFK BLVD ONE PENN CTR 1690 PHILADELPHIA PA 19103 813607 0 X WWW.WTCPHILA.ORG X 2001 NJ TO BRING GROWTH AND PROSPERITY TO GREATER PHILADELPHIA THROUGH GLOBAL TRADE AND INVESTMENT 17 17 9 39 0 0 902181 733657 100 0 0 0 0 7328 902281 740985 0 0 0 0 678071 537141 75000 150000 216300 271177 282287 1024248 969428 -121967 -228443 693800 462130 194649 191422 499151 270708 X WORLD TRADE CENTER OF GREATER PHILADELPHIA (WTCGP)'S MISSION IS TO BRING GROWTH AND PROSPERITY TO BUSINESSES, COMMUNITIES, AND NEIGHBORHOODS IN GREATER PHILADELPHIA AND WORLDWIDE THROUGH GLOBAL TRADE AND INVESTMENT. WTCGP IS THE REGION'S LEADING NON-PROFIT INTERNATIONAL TRADE SERVICES ORGANIZATION. THE WTCGP BELONGS TO THE WORLD TRADE CENTERS ASSOCIATION OF OVER 300 WORLD TRADE CENTERS IN NEARLY 100 COUNTRIES AND SERVES AS THE COMMONWEALTH OF PENNSYLVANIA'S APPOINTED REGIONAL EXPORT NETWORK REPRESENTATIVE FOR SOUTHEASTERN PENNSYLVANIA. SINCE 2002, WHEN THE WTCGP WAS ESTABLISHED, THE ORGANIZATION HAS HELPED COMPANIES GENERATE IN TOTAL OVER $2.2B IN INCREMENTAL EXPORT SALES, SUPPORTING SOME 28,917 JOBS IN THE GREATER PHILADELPHIA REGION. 0 0 644649 0 0 THE WTCGP HELPS COMPANIES SEEKING TO EXPAND GLOBALLY AND INTERNATIONAL COMPANIES INTERESTED IN DOING BUSINESS IN THE GREATER PHILADELPHIA REGION. THE WTCGP ASSISTS COMPANIES, LARGELY SMALL AND MEDIUM-SIZED EXPORTING BUSINESSES, IN THE FIVE COUNTIES OF SOUTHEASTERN PENNSYLVANIA AND EIGHT COUNTIES OF SOUTHERN NEW JERSEY BY PROVIDING INDIVIDUAL TRADE COUNSELING, MARKET RESEARCH TRADE MISSION SUPPORT, EDUCATIONAL PROGRAMS, BUSINESS NETWORKING EVENTS, AND ACCESS TO POWERFUL WORLDWIDE CONNECTIONS TO CUSTOMERS AND PARTNERS WORLDWIDE. THE WTCGP IS A CRITICAL CATALYST FOR ECONOMIC GROWTH AND JOB CREATION FOR GREATER PHILADELPHIA, SERVING AS A TRUSTED ADVISOR WITH THE INTERNATIONAL EXPERTISE AND WORLDWIDE CONNECTIONS TO INSPIRE AND EMPOWER COMPANIES TO THINK AND SUCCEED GLOBALLY. IN 2021, THE WTCGP PROVIDED TRADE COUNSELING SERVICES TO OVER 81 COMPANIES, LARGELY SMALL AND MEDIUM-SIZED BUSINESSES, AND CONDUCTED 35 EDUCATIONAL EVENTS AND SEMINARS, INCLUDING AN ANNUAL GLOBAL BUSINESS CONFERENCE, ATTRACTING OVER 1,000 PARTICIPANTS. IN 2021, COMPANIES IN PENNSYLVANIA AND NEW JERSEY ASSISTED BY THE WTCGP REPORTED OVER $71M IN INCREMENTAL EXPORT SALES, SUPPORTING 930 JOBS IN THE REGION. IN 2021, SPENDING ON PROGRAMS ACCOUNTING FOR 68% OF TOTAL EXPENSES. EVERY $1 OF WTCGP SPENDING IN 2021 HELPED GENERATE $100 IN EXPORTS BY COMPANIES IN GREATER PHILADELPHIA. 644649 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NJ PA X SUSAN MACDONALD 2155864240 1617 JFK BLVD ONE PENN CTR 1690 PHILADELPHIA PA 19103 LINDA CONLIN PRESIDENT 40.00 X 133250 0 472 GARY P BIEHN ESQ CHAIRMAN 0.20 X X 0 0 0 JOSEPH J SCALIO VICE CHAIRMAN 0.20 X X 0 0 0 STEVEN J BATZER TREASURER 0.20 X X 0 0 0 MARTIN G BELISARIO SECRETARY 0.20 X X 0 0 0 DR JOHN A BENNETT BOARD MEMBER 0.20 X 0 0 0 STEVEN S BRADLEY BOARD MEMBER 0.20 X 0 0 0 EDWARD J BREINER BOARD MEMBER 0.20 X 0 0 0 WALTER D'ALESSIO BOARD MEMBER 0.20 X 0 0 0 DAVID A DELIZZA BOARD MEMBER 0.20 X 0 0 0 ROBERT KRITZER BOARD MEMBER 0.20 X 0 0 0 THOMAS LEONARD BOARD MEMBER 0.20 X 0 0 0 TONY LIEBO BOARD MEMBER 0.20 X 0 0 0 BERNADINE J MUNLEY BOARD MEMBER 0.20 X 0 0 0 ELIZABETH A MURPHY BOARD MEMBER 0.20 X 0 0 0 ROSEANN B ROSENTHAL BOARD MEMBER 0.20 X 0 0 0 MARTY SCHIFFMAN BOARD MEMBER 0.20 X 0 0 0 ANTHONY J SIMONETTA BOARD MEMBER 0.20 X 0 0 0 133250 0 472 1 0 0 0 COMMUNITY COUNSELING SERVICE CO LLC 527 MADISON AVENUE FIFTH FLOOR NEW YORK NY 10022 PROFESSIONAL FUNDRAISING CONSULTING SERV 150000 1 164000 194150 366007 9500 733657 79950 194150 72622 7328 7328 740985 0 0 7328 133722 58838 45465 29419 409401 369483 25785 14133 65168 51577 8440 5151 -71150 -56132 -9321 -5697 49385 38724 6617 4044 24255 20045 2613 1597 150000 150000 10702 7894 1742 1066 11415 8976 1514 925 13796 11441 1462 893 50780 39742 6851 4187 78327 61457 10471 6399 1964 1424 335 205 4125 2940 735 450 6545 4664 1167 714 8796 6269 1568 959 MEMBERSHIP/SUBSCRIPTION 20802 16313 2786 1703 CHARITABLE REGISTRATION 440 314 78 48 955 680 171 104 969428 644649 108479 216300 565822 249537 51692 68049 27500 113528 26464 15239 156838 151061 12322 5777 10000 10000 693800 462130 34549 39422 150000 150000 10100 2000 194649 191422 X 499151 251708 19000 499151 270708 693800 462130 -228443 0 X 0 1 X 1 0 X 591986 943646 881095 902181 733657 4052565 10873 7575 0 100 0 18548 602859 951221 881095 902281 733657 4071113 1750 26800 28550 0 1750 26800 28550 4042563 43741 33756 7204 0 7328 92029 646600 984977 888299 902281 740985 4163142 0.97100 0.93330 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11376 9686 1690 135490 132050 3440 9972 9325 647 5777 REFUNDABLE ADVANCES 2000 2000 X 876973 23000 112988 135988 740985 0 740985 1105416 23000 23000 1082416 -112988 -112988 969428 PART X, LINE 2: WTCGP HAS BEEN GRANTED EXEMPTION FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. FURTHER, WTCGP HAS BEEN GRANTED PUBLIC CHARITY STATUS AND, THEREFORE, IS NOT CONSIDERED A PRIVATE FOUNDATION. WTCGP FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE APPLICATION OF THIS STANDARD HAS NO IMPACT ON WTCGP'S FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: EMPLOYEE RETENTION CREDITS 112,988. PART XII, LINE 4B - OTHER ADJUSTMENTS: EMPLOYEE RETENTION CREDITS -112,988. X X X X 1 COMMUNITY COUNSELLING SERVICE CO LLC 527 MADISON AVENUE FIFTH FLOOR NEW YORK NY 10022 PROFESSIONAL FUNDRAISING CONSULTING SERVICES 0 90500 150000 -150000 90500 150000 -150000 PA NJ WTC DINNER 258850 194150 64700 9396 21924 2000 GBC CONFERENCE 15250 15250 12000 274100 194150 79950 9396 21924 2000 12000 45320 34630 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITEE HAS THE POWER TO ACT FOR THE BOARD OF DIRECTORS AND CONSISTS OF THE OFFICERS OF THE CORPORATION. THE EXECUTIVE COMMITTEE SHALL NOT HAVE ANY POWER OR AUTHORITY AS TO THE FOLLOWING: (A) THE FILLING OF VACANCIES ON THE BOARD OF DIRECTORS (B) THE ADOPTION, AMENDMENT OR REPEAL OF THE BYLAWS (C) THE AMENDMENT OR REPEAL OF ANY RESOLUTION OF THE BOARD OF DIRECTORS (D) ACTION ON OTHER MATTERS COMMITTED BY RESOLUTION OF THE BOARD OF DIRECTORS OR BY PENNSYLVANIA LAW TO THE FULL BOARD OF DIRECTORS OR TO ANOTHER COMMITTEE OF THE BOARD FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. BOTH MANAGEMENT AND THE AUDIT COMMITTEE REVIEW FORM 990 AND STATE FILINGS PRIOR TO SUBMISSION AS A MATTER OF POLICY. THE CFO RECONCILES THE FORM 990 TO INTERNAL FINANCIAL DOCUMENTS AND THE FORM 990 IS PRESENTED FIRST TO THE AUDIT COMMITTEE BY EMAIL AND THEN TO THE FULL BOARD BY EMAIL. THE AUDIT COMMITTEE IS CHAIRED BY A BOARD MEMBER AND THE COMMITTEE HAS BEEN DESIGNATED BY THE BOARD AS A SURROGATE GOVERNING BODY FOR THE PURPOSE OF TAX FILINGS REVIEW. SUMMARY FINDINGS OF THE AUDIT COMMITTEE AND THE FORM 990 ARE REPORTED TO THE FULL BOARD, PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES ARE REQUIRED TO READ AND SIGN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AS A CONDITION OF EMPLOYMENT. MANAGEMENT PERIODICALLY REINFORCES THE IMPORTANCE OF CONFLICT OF INTEREST DISCLOSURE AT STAFF MEETINGS. MANAGEMENT ALSO MONITORS EXTERNAL RELATIONSHIPS TO EVALUATE THE POTENTIAL FOR CONFLICT WITH AN EMPLOYEE. BOARD MEMBERS ARE REQUIRED TO READ AND SIGN A DIRECTOR'S CONFLICT OF INTEREST POLICY ANNUALLY. MANAGEMENT AND THE BOARD CHAIRMAN MONITOR ALL VENDOR AND CLIENT RELATIONSHIPS TO IDENTIFY POTENTIAL CONFLICT AREAS. IN THE EVENT OF ANY IDENTIFIED CONFLICT, A DIRECTOR IS ASKED TO RELEASE HIMSELF OR HERSELF FROM VOTING ON ACTION ITEMS OR RESOLUTIONS THAT ARE CLEAR CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC INQUIRIES ARE DIRECTED TO THE OFFICE MANAGER WHO WILL DISTRIBUTE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS BY MAIL OR ELECTRONIC DISTRIBUTION. FORM 990, SECTION B AMENDED RETURN THE 2021 FORM 990 WAS TIMELY E-FILED ON MAY 11, 2022, BUT IT WAS INTENDED THAT AN EXTENSION AND NOT THE RETURN BE FILED AT THAT TIME. THE AMENDED RETURN IS BEING FILED WITH ALL REQUIRED INFORMATION, TO REPRESENT A COMPLETE AND ACCURATE FILING. THE CHANGES FROM THE ORIGINALLY FILED RETURN ARE AS FOLLOWS: FORM 990, PART I, LINE 8 WAS UPDATED FROM $926,595 TO $733,657. FORM 990, PART I, LINE 11 WAS UPDATED FROM $0 TO $7,328. FORM 990, PART I, LINE 12 WAS UPDATED FROM $926,595 TO $740,985. FORM 990, PART I, LINE 15 WAS UPDATED FROM $650,129 TO $537,141. FORM 990, PART I, LINE 17 WAS UPDATED FROM $354,909 TO $282,287. FORM 990, PART I, LINE 18 WAS UPDATED FROM $1,155,038 TO $969,428. FORM 990, PART I, LINE 20 WAS UPDATED FROM $486,130 TO $462,130. FORM 990, PART I, LINE 21 WAS UPDATED FROM $215,422 TO $191,422. FORM 990, PART III LINE 1 AND LINE 4A NARRATIVES WERE UPDATED. LINE 4A EXPENSES WERE UPDATED TO $644,649. FORM 990, PART IV, LINE 18 WAS UPDATED TO BE MARKED "YES". FORM 990, PART V, LINE 7E AND 7F WAS UPDATED TO BE MARKED "NO". FORM 990, PART VIII, LINE 1C WAS UPDATED FROM $0 TO $194,150. FORM 990, PART VIII, LINE 1E WAS UPDATED FROM $478,995 TO $366,007. FORM 990, PART VIII, LINE 1F WAS UPDATED FROM $283,600 TO $9,500. FORM 990, PART VIII, LINE 1H WAS UPDATED FROM $926,595 TO $733,657. FORM 990, PART VIII, LINE 8A, 8B AND 8C WERE UPDATED FROM $0, $0, $0 TO $79,950, $72,622 AND $7,328. FORM 990, PART VIII, LINE 12 TOTAL REVENUE WAS UPDATED FROM $926,595 TO $740,985 AND FROM $0 TO $7,328 IN COLUMN D. FORM 990, PART IX, LINE 5 WAS UPDATED FROM $133,723, $66,861, $46,80 AND $20,059 TO $133,722, $58,838. $45,465 AND $29,419. FORM 990, PART IX, LINE 7 WAS UPDATED FROM $409,400, $361,488, $24,452 AND $23,460 TO $409,401, $369,483, $25,785 AND $14,133. FORM 990, PART IX, LINE 9 WAS UPDATED FROM $65,168, $51,549, $8,435 AND $5,184 TO $65,168, $51,577, $8,440 AND $5,151. FORM 990, PART IX, LINE10 WAS UPDATED FROM $41,838, $33,007, $5,481 AND $3,350 TO $-71,750, $-56,132, $-9,321 AND $-5,697. FORM 990, PART IX, LINE 11A WAS UPDATED FROM $32,282, $11,842 AND $5,261 TO $38,724 , $6,617 AND $4,044. FORM 990, PART IX, LINE 11C WAS UPDATED FROM $18,005 $4,028 AND $2,222 TO $20,045, $2,613 AND $1,597. FORM 990, PART IX, LINE 11G WAS UPDATED FROM $16,376, $4,898 AND $776 TO $7,894, $1,742 AND $1,066. FORM 990, PART IX, LINE 19 WAS UPDATED FROM $72,622, $85,404, $-14,318 AND $1,536 TO $0, $0, $0 AND $0. FORM 990, PART IX, LINE 20 WAS UPDATED FROM $0, $0, $0 AND $0 TO $4,125, $2,940, $735,AND $450. FORM 990, PART IX, LINE 24E WAS UPDATED FROM $5,080, $3,620, $906 AND $554 TO $955, $680, $171 AND $104. FORM 990, PART IX, LINE 25 WAS UPDATED FROM $1,155,038, $819,192, $108,963 AND $226,883 TO $969,428, $644,649, $108,479 AND $216,300. FORM 990, PART X, LINE 4 AND 16 WAS UPDATED FROM $137,528 AND $486,130 TO $113,528 AND $462,130. FORM 990, PART X, LINE 25 AND 26 WAS UPDATED FROM $26,000 AND $215,422 TO $2,000 AND $191,422. FORM 990, PART X, LINE 27 AND 28 WAS UPDATED FROM $227,708 AND $43,000 TO $251,708 AND $19,000. FORM 990, PART XI, LINE 1 AND 2 WAS UPDATED FROM $926,595 AND $1,155,038 TO $740,985 AND $969,428. FORM 990, SCHEDULE A, PART III, LINE 1E AND 1F WAS UPDATED FROM $876,973 AND $4,195,881 TO $733,657 AND $4,052,565. FORM 990, SCHEDULE A, PART III, LINE 6E AND 6F WAS UPDATED FROM $876,973 AND $4,214,429 TO $733,657 AND $4,071,113. FORM 990, SCHEDULE A, PART III, LINE 7A/C (COLUMN E) AND 7A/C (COLUMN F) WAS UPDATED FROM $0 AND $1,750 TO $26,800 AND $28,550. FORM 990, SCHEDULE A, PART III, LINE 8 WAS UPDATED FROM $4,212,679 TO $4,042,536. FORM 990, SCHEDULE A, PART III, LINE 9E AND 9F WAS UPDATED FROM $876,973 AND $4,214,429 TO $733,657 AND $4,071,113. FORM 990, SCHEDULE A, PART III, LINE 11E AND 11F WAS UPDATED FROM $0 AND $84,701 TO $7,328 AND $92,029. FORM 990, SCHEDULE A, PART III, LINE 13E AND 13F WAS UPDATED FROM $876,973 AND $4,299,130 TO $740,985 AND $4,163,142. FORM 990, SCHEDULE A, PART III, LINE 15 WAS UPDATED FROM 97.99% TO 97.10% FORM 990, SCHEDULE B, PART I, 1 CONTRIBUTOR WAS ADDED FROM THE U.S. SMALL BUSINESS ADMINISTRATION; 409 3RD STREET SW, WASHINGTON, DC 20416; $124,737. FORM 990, SCHEDULE D, PART XI, LINE 2D, 2E, 3 AND 5 WERE UPDATED FROM -$72,622, -$49,622, $926,595 AND $926,595 TO $112,988, $135,988, $740,985 AND $740,985. FORM 990, SCHEDULE D, PART XII, LINE 4B, 4C AND 5 WERE UPDATED FROM $72,622, $72,622 AND $1,155,038 TO -$112,988, -$12,988 AND $969,428. FORM 990, SCHEDULE G, PART I, LINE 2IV FROM $0 TO $90,500. FORM 990, SCHEDULE G, PART II, LINE 1A, 1B AND 1D WERE UPDATED FROM $0, $0 AND $0 TO $258,850, $15,250 AND $274,100. FORM 990, SCHEDULE G, PART II, LINE 2A AND 2D WERE UPDATED FROM $0 AND $0 TO $194,150 AND $194,150. FORM 990, SCHEDULE G, PART II, LINE 3A, 3B AND 3D WERE UPDATED FROM $0, $0 AND $0 TO $64,700, $15,250 AND $79,950. FORM 990, SCHEDULE G, PART II, LINE 6A AND 6D WERE UPDATED FROM $0 AND $0 TO $9,396 AND $9,396. FORM 990, SCHEDULE G, PART II, LINE 7A AND 7D WERE UPDATED FROM $0 AND $0 TO $21,924 AND $21,924. FORM 990, SCHEDULE G, PART II, LINE 8A AND 8D WERE UPDATED FROM $0 AND $0 TO $2,000 AND $2,000. FORM 990, SCHEDULE G, PART II, LINE 9B AND 9D WERE UPDATED FROM $0 AND $0 TO $12,000 AND $12,000. FORM 990, SCHEDULE G, PART II, LINE 10 WERE UPDATED FROM $0 TO $45,320. FORM 990, SCHEDULE G, PART II, LINE 11 WERE UPDATED FROM $0 TO $34,630.