2023-11-06T16:19:23-06:00 2022-12-31 236410283 ISDANER & COMPANY LLC THREE BALA PLAZA SUITE 501 WEST BALA CYNWYD PA 190043484 990 2022-01-01 236392266 CARPENTERS' COMPANY OF THE CITY AND COUNTY OF PHILADELPHIA CARP 2159250167 320 CHESTNUT ST PHILADELPHIA PA 19106 THOMAS DALEY VICE PRESIDENT 2159250167 2023-11-01 1 THOMAS DALEY 999009999 0 EDWARD W DORAN CPA P00841330 6106684200 2023-11-01 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z THOMAS DALEY 320 CHESTNUT ST PHILADELPHIA PA 19106 2277441 0 X WWW.CARPENTERSHALL.ORG X 1724 PA HISTORICAL LANDMARK PRESERVATION 15 15 8 12 0 0 801809 1554337 199659 226400 78267 40172 8524 -68959 1088259 1751950 0 23000 0 0 312208 306325 0 0 85044 467718 3070030 779926 3399355 308333 -1647405 3265729 2776289 99900 1664385 3165829 1111904 RESTORE AND MAINTAIN HISTORICAL LANDMARK 0 0 2610008 23000 229410 HISTORICAL PRESERVATION 2610008 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 1 8 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X MICHAEL NORRIS 2159250976 320 CHESTNUT ST PHILADELPHIA PA 19106 THOMAS DALEY PRESIDENT 1.00 X X 0 0 0 HOWARD LEBOLD VICE PRESIDENT 1.00 X X 0 0 0 MICHAEL O'BRIEN SECRETARY 1.00 X X 0 0 0 ANTHONY NACCARATO TREASURER 1.00 X X 0 0 0 JOHN DEFAZIO WARDEN 1.00 X 0 0 0 MAURA HESDON WARDEN 1.00 X 0 0 0 CAMILLE PELUSO WARDEN 1.00 X 0 0 0 CHRISTOPHER HAGER DIRECTOR 1.00 X 0 0 0 WILLIAM LONG DIRECTOR 1.00 X 0 0 0 ARAN MCCARTHY DIRECTOR 1.00 X 0 0 0 SAM OLSHIN DIRECTOR 1.00 X 0 0 0 JESSICA SENKER DIRECTOR 1.00 X 0 0 0 MARK THOMPSON DIRECTOR 1.00 X 0 0 0 JAMES UNKEFER DIRECTOR 1.00 X 0 0 0 WILLIAM WARWICK DIRECTOR 1.00 X 0 0 0 MICHAEL NORRIS EXECUTIVE DIRECTOR 40.00 X 111538 0 19168 111538 0 19168 1 0 0 0 0 186051 1368286 1554337 MEMBERSHIP DUES 900099 226400 226400 226400 63967 63967 2350 -2350 -2350 -2350 315582 339377 -23795 -23795 -23795 91638 186051 155425 -63787 -63787 22507 28339 -5832 -5832 MISCELLANEOUS INCOME 900099 3010 3010 3010 1751950 229410 0 -31797 23000 23000 130706 91494 13071 26141 149159 104411 14916 29832 2759 1932 276 551 23701 16591 2370 4740 38003 38003 20473 20473 1389 1389 47644 14299 23131 10214 2663080 2125596 534572 2912 36655 36655 32334 22634 9700 LIBRARY SERVICES 188744 188744 MEMBERS' EXPENSE 35512 21307 3551 10654 MISCELLANEOUS EXPENSE 6196 6196 3399355 2610008 704303 85044 343822 272030 36725 11654 2885182 2492605 3265729 2776289 99900 1664385 99900 1664385 X 2548963 551163 616866 560741 3165829 1111904 3265729 2776289 -1647405 -406520 0 X X 0 1 X 1 0 X 60437 206890 338186 801809 1554337 2961659 510525 433269 262760 292168 343555 1842277 570962 640159 600946 1093977 1897892 4803936 11230 9020 20250 0 11230 9020 20250 4783686 149492 67523 66295 54686 63967 401963 149492 67523 66295 54686 63967 401963 720454 707682 667241 1148663 1961859 5205899 0.91890 0.88070 0.07720 0.11930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 2516163 -336562 2179601 2056457 249288 225228 14810 2516163 1857800 198657 2056457 1599954 3300 354356 99780 30 1857800 1655722 2500 -38734 19534 1599954 0.89210 0.10790 0 0 0 X 1320807 -406520 1850 -404670 1725477 20473 6000 26473 1751950 3374732 1850 1850 3372882 20473 6000 26473 3399355 PART III, LINE 1A: THE ORGANIZATION'S COLLECTIONS ARE MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FOR FINANCIAL GAIN. COLLECTIONS ARE NOT RECOGNIZED AS ASSETS IN THE STATEMENTS OF ASSETS, LIABILITIES, AND NET ASSETS- MODIFIED CASH BASIS; HOWEVER, THEY ARE THE MOST VALUABLE ASSETS OF THE ORGANIZATION AND ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR AND PRESERVED. THE ORGANIZATION'S COLLECTION POLICY PROVIDES THAT NO OBJECT SHALL BE DEACCESSIONED OR DISPOSED OF IN ORDER TO PROVIDE FINANCIAL SUPPORT FOR INSTITUTIONAL OPERATIONS, FACILITIES MAINTENANCE OR ANY REASON OTHER THAN THE ACQUISITION, CONSERVATION OR DIRECT CARE OF THE COLLECTION. THE ORGANIZATION'S BUILDING IS CONSIDERED A PART OF THE COLLECTION AND IS NOT INCLUDED IN PROPERTY AND EQUIPMENT. BUILDING IMPROVEMENTS ARE REPORTED IN THE STATEMENTS OF SUPPORT, REVENUE AND EXPENSES - MODIFIED CASH BASIS IN THE YEAR THE IMPROVEMENTS ARE MADE. OTHER FIXED ASSETS, SUCH AS FURNITURE AND EQUIPMENT, ARE NOT MATERIAL TO THE FINANCIAL STATEMENTS AND ACCORDINGLY, HAVE NOT BEEN RECORDED AS OF DECEMBER 31, 2021. PART III, LINE 4: MISSION OF ORGANIZATION IS TO PRESERVE AND MAINTAIN ITS HISTORIC STRUCTURE IN PHILADELPHIA, PENNSYLVANIA, ITS STRUCTURE BEING PART OF THE COLLECTION. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND THEREFORE HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES. ANY INTEREST OR PENALTIES ASSESSED BY TAXING AUTHORITIES ARE INCLUDED IN OPERATING EXPENSES. NO INTEREST AND PENALTIES HAVE BEEN RECORDED FOR THE YEARS ENDED DECEMBER 31, 2022 OR 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 1,850. PART XI, LINE 4B - OTHER ADJUSTMENTS: LIBRARY SERVICES 6,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 1,850. PART XII, LINE 4B - OTHER ADJUSTMENTS: LIBRARY SERVICES 6,000. GALA 173350 142501 30849 94636 GOLF 62436 21414 41022 41022 2 41903 22136 19767 19767 277689 186051 91638 155425 155425 -63787 1 SCHOLARSHIP 4 23000 FORM 990, PART VI, SECTION A, LINE 6 PURSUANT TO THE COMPANY'S ARTICLES AND AS SET FORTH IN THE BYLAWS, THE COMPANY HAS ONE CLASS OF VOTING MEMBERS. ONLY INDIVIDUALS MAY BE APPOINTED AS MEMBERS, AND MEMBERS SHALL BE APPOINTED BY THE APPROVAL OF TWO-THIRDS OF THE MEMBERS IN GOOD STANDING WHO ARE PRESENT AT ANY QUARTERLY MEETING AT WHICH THERE IS A QUORUM. ALL CANDIDATES FOR MEMBERSHIP SHALL BE A PRINCIPAL, EXECUTIVE OR DEMONSTRATED LEADER OF A COMPANY OR AN ORGANIZATION SKILLED IN THE DESIGN AND CONSTRUCTION OF BUILDINGS AND THE BUILT ENVIRONMENT. FORM 990, PART VI, SECTION A, LINE 7A MEMBERSHIP IS RESPONSIBLE FOR ELECTING THE BOARD OF DIRECTORS AND MAY REMOVE AN OFFICER BY MAJORITY VOTE OF THE MEMBERS FORM 990, PART VI, SECTION B, LINE 11B ONCE 990 HAS BEEN PREPARED, IT IS SENT TO EXECUTIVE DIRECTOR FOR INITIAL REVIEW. 990 IS THEN FORWARDED TO BOARD FOR OPPORTUNITY TO REVIEW AND RAISE QUESTIONS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE REVIEWED ANNUALLY AMONG BOARD MEMBERS, OFFICERS AND MANAGEMENT EMPLOYEES WITHIN THE COMPANY, WHICH INCLUDES AN ANNUAL AFFIRMATION FORM. IF A CONFLICT ARISES, IT IS REVIEWED BY THE RELEVANT COMMITTEE TO DETERMINE THE COURSE OF ACTION FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATION MAKES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO PUBLIC UPON REQUEST. FORM 990 PART XII LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR