Preservation Alliance For Greater Philadelphia in Philadelphia, Pennsylvania (PA)

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Preservation Alliance For Greater Philadelphia
Employer Identification Number (EIN)232106589
Name of OrganizationPreservation Alliance For Greater Philadelphia
Address1608 Walnut St Ste 1300, Philadelphia, PA 19103-5407
ActivitiesOther activity aimed t combating community deterioration
SubsectionCharitable Organization
Ruling Date09/1979
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$500,000 to $999,999
Income$500,000 to $999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$564,344
Amount of Income$845,443
Form 990 Revenue Amount$810,026
National Taxonomy of Exempt Entities (NTEE)Arts, Culture and Humanities: Historical Societies, Related Historical Activities


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Amount of income in 2013: $845,443 (it was $1,059,125 in 2012)
This organization: 

 $845,443
Other organizations performing similar types of work: 

 $53,995

Assets in 2013: $564,344 (it was $719,289 in 2012)
Preservation Alliance For Greater Philadelphia: 

 $564,344
Other organizations performing similar types of work: 

 $153,432

Expenses in 2013: $921,757
This organization: 

 $921,757
Other organizations performing similar types of work: 

 $45,737

Income to expenses ratio in 2013: 0.9
Preservation Alliance For Greater Philadelphia: 

 0.9
Other organizations performing similar types of work: 

 1.0

Grants share in income in 2013: 86.0%
Preservation Alliance For Greater Philadelphia: 

 86.0%
Other organizations performing similar types of work: 

 48.4%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?YesYes
Is the organization required to complete Schedule B, Schedule of Contributors?YesYes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?NoNo
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?YesYes
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?NoNo
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?NoNo
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNo
Did the organization report an amount for other liabilities?NoNo
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?NoNo
Did the organization obtain separate, independent audited financial statements for the tax year?YesYes
Was the organization included in consolidated, independent audited financial statements for the tax year?NoNo
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?YesYes
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?YesYes
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?NoYes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?YesNo
Did the organization receive more than $25,000 in non-cash contributions?NoNo
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?YesNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNo
Was the organization related to any tax-exempt or taxable entity?NoNo
Did the organization have a controlled entity within the meaning of section 512(b)(13)?NoNo
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
2010201120122013
The number reported in Box 3 of Form 1096201526
The number of Forms W-2G000
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?NoYesYes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return1178
Did the organization file all required federal employment tax returns?YesYesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?NoNoNoNo
Has it filed a Form 990-T for this year?NoNoNo
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoNoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNoNo
Did the organization file Form 8886-T?NoNoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?YesYesYes
Did the organization notify the donor of the value of the goods or services provided?YesYesYes
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNoNo
Initiation fees and capital contributions$0$0$0$0
Gross receipts for public use of club facilities $0$0$0$0
Gross income from members or shareholders$0$0$0$0
Gross income from other sources$0$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNoNo
The amount of tax-exempt interest received or accrued during the year$0$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0$0
The amount of reserves on hand$0$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNoNo
Has it filed a Form 720 to report these payments?NoNoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$103,000$105,764
Total reportable compensation from related organizations$0$0
Total estimated amount of other compensation from the organization and related organizations$5,000$9,150
Total number of individuals who received more than $100,000 of reportable compensation from the organization10
Total number of independent contractors who received more than $100,000 of compensation from the organization00
Statement of Revenue
2010201120122013
Total revenue$2,024,276$814,150$1,022,529$810,026
Contributions, Gifts, Grants and Other Similar Amounts$1,529,945$463,758$859,756$696,544
Program Service Revenue$481,626$344,979$152,068$64,497
Other Activities Related to Real Estate $198,631$44,127$49,270
Other Activities Related to Real Estate $95,332$87,482$10,977
Other Activities Related to Real Estate $36,042$7,500$4,250
All other program service revenue$0$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$2,760$1,595$2,181$1,347
Income from investment of tax-exempt bond proceeds$0$0$0$0
Royalties$0$0$0$0
Net rental income$0$0$0$5,500
Gross rents (Real / Personal)$0 / $0$0 / $0$0 / $0$5,500 / $0
Less: rental expenses (Real / Personal)$0 / $0$0 / $0$0 / $0$0 / $0
Rental income or (loss) (Real / Personal)$0 / $0$0 / $0$0 / $0$5,500 / $0
Net gain/loss from sales of assets other than inventory$0$0$0$0
Net income/loss from fundraising events$9,945$3,818$8,524$12,583
Gross income from fundraising events$60,000$41,750$45,120$48,000
Less: direct expenses$50,055$37,932$36,596$35,417
Net income/loss from gaming activities$0$0$0$0
Net income/loss from sales of inventory$0$0$0$0
Miscellaneous Revenue$0$0$0$29,555
999999$0$0$29,555
All other revenue$0$0$0
Statement of Functional Expenses
2010201120122013
Total functional expenses$1,265,772$1,162,735$1,008,813$921,757
Grants and other assistance to domestic organizations and domestic governments$79,686$125,296$118,691
Grants and other assistance to domestic individuals$0$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0$0
Benefits paid to or for members$0$0$0
Compensation of current officers, directors, trustees, and key employees$192,577$118,600$108,000$100,596
Compensation not included above, to disqualified persons$0$0$0
Other salaries and wages$296,513$305,453$251,069$260,849
Pension plan accruals and contributions$0$0$0
Other employee benefits$51,011$40,348$55,130
Payroll taxes$32,136$37,956$31,273$31,967
Fees for services (non-employees)
Management$0$0$0
Legal$14,570$3,568$3,808
Accounting$10,230$10,032$12,580
Lobbying$0$0$0
Professional fundraising services$0$0$0$0
Investment management fees$0$0$0
Other$148,311$216,882$170,007
Advertising and promotion$3,355$375$95
Office expenses$81,964$79,275$65,972
Information technology$5,588$19,669$6,468
Royalties$0$0$0
Occupancy$60,007$52,260$48,065
Travel$4,866$7,454$4,071
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0$0
Conferences, conventions, and meetings$1,625$9,155$5,143
Interest$6,119$0$0
Payments to affiliates$0$0$0
Depreciation, depletion, and amortization$666$72$0
Insurance$4,200$4,400$7,948
Other expenses$191,450$40,309$9,900
Other expenses$37,078$9,376$20,467
Balance Sheet
2010201120122013
Total assets$1,032,015$729,990$719,289$564,344
Cash - non-interest-bearing$14,407$81,501$44,508
Savings and temporary cash investments$546,747$423,205$468,937
Pledges and grants receivable, net$57,000$116,428$33,700
Accounts receivable, net$100,022$83,229$1,000
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0$0
Notes and loans receivable, net$0$0$0
Inventories for sale or use$0$0$0
Prepaid expenses and deferred charges$9,816$4,845$6,118
Land, buildings, and equipment: cost or other basis$72$0$0
Investments - publicly traded securities$0$0$0
Investments - other securities$0$0$0
Investments - program-related$0$0$0
Intangible assets$0$0$0
Other assets$1,926$10,081$10,081
Total liabilities$143,362$189,922$64,615$21,401
Accounts payable and accrued expenses$89,032$64,615$21,401
Grants payable$0$0$0
Deferred revenue$0$0$0
Tax-exempt bond liabilities$0$0$0$0
Escrow or custodial account liability$0$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0$0
Secured mortgages and notes payable to unrelated third parties$0$0$0$0
Unsecured notes and loans payable to unrelated third parties$95,179$100,890$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$0$0$0
Total net assets or fund balances$888,653$540,068$654,674$542,943
Unrestricted net assets$-212,583$-15,130$72,062
Temporarily restricted net assets$752,651$669,804$470,881
Permanently restricted net assets$0$0$0
Capital stock or trust principal, or current funds$0$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi)
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2009 - 2013)
2009 - 2013 Total
Public Support$2,300,084
Subtotal Support$3,985,679
Gifts, grants, contributions, and membership fees received$3,985,679
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) that exceeds 2% of the total support$1,685,595
Total Support$3,998,773
Public Support$3,985,679
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$13,094
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income. Do not include gain or loss from the sale of capital assets$0
Gross receipts from related activities, etc.$1,432,773
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Historic Bethlehem Partnership Incorporated74 W Broad St Ste 260, Bethlehem, PA 18018-5878PA1994-02$1,481,100
2Saucon Valley Conservancy IncPO BOX 3, Hellertown, PA 18055-0003PA1995-07$13,127
3Whitehall Historical Preservation SocietyPo Box 39, Whitehall, PA 18052-0039PA1993-06$12,990
4Smicksburg Area Heritage SocietyPO BOX 89, Smicksburg, PA 16256-0089PA1996-12$5,721
5The Dith Pran Holocaust Awareness Project IncPO BOX 331, Longhorne, PA 19047-0331PA1996-02$1,496
6Apollo Area Historical SocietyPo Box 434, Apollo, PA 15613PA1998-03$0
7Carbon County Historical Society54 Broadway, Jim Thorpe, PA 18229PA1991-11$0
8Great American Civil War Society2449 Heidlersburg Rd, Gettysburg, PA 17325-7683PA1997-04$0
9Head House Conservancy324 Delancey Street, Philadelphia, PA 19106PA1991-05$0
10Hermitage Historical Society Inc5465 E State St, Hermitage, PA 16148PA1998-11$0
11Historians Of Sterling TownshipP O Box 48, Sterling, PA 18463PA1998-10$0
12Hivel Und Dahl Preservation SocietyPo Box 416, Old Zionsville, PA 18068PA1993-08$0
13Murrysville Historical Preservation Society IncC/O Municipality Of Murrysville 410, Murrysville, PA 15668PA1988-06$0
14Nazareth Area FoundationPO BOX 173, Nazareth, PA 18064-0173PA1993-02$0
15Portage Area Historical SocietyPO BOX 45, Portage, PA 15946PA1992-01$0
16Richland One Room School Historical Society130 Richlandtown Pike, Quakertown, PA 18951PA1997-08$0
17Supreme Court Of Pennsylvania Historical Society106 Seneca Dr, Pittsburgh, PA 15228-1029PA1993-08$0
18The Civil War Roundtable Of Eastern Pennsylvania IncPo Box 333, Allentown, PA 18105PA1994-01$0
19The Harry T Burleigh Society545 West 7th St, Erie, PA 16502PA1994-07$0
20Tulpehocken Associators Inc1659 Wrightstown Road, Newton, PA 18940PA1994-06$0
Number of organizations performing similar types of work
Alaska1
Alabama7
Arkansas6
Arizona5
California17
Colorado5
Connecticut5
District of Columbia3
Delaware2
Florida12
Georgia9
Iowa10
Idaho2
Illinois19
Indiana11
Kansas8
Kentucky2
Louisiana6
Massachusetts15
Maryland6
Maine8
Michigan22
Minnesota13
Missouri6
Mississippi1
Montana3
North Carolina9
North Dakota2
Nebraska8
New Hampshire4
New Jersey13
New Mexico1
Nevada2
New York32
Ohio25
Oklahoma8
Oregon6
Pennsylvania25
Rhode Island4
South Carolina4
South Dakota1
Tennessee5
Texas26
Utah1
Virginia14
Vermont3
Washington3
Wisconsin11
West Virginia12
Wyoming1
Total424

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