2024-11-12T14:38:35-06:00 2023-12-31 236410283 ISDANER & COMPANY LLC ONE BALA PLAZA SUITE 502 BALA CYNWYD PA 19004 990 2023-01-01 236392266 CARPENTERS' COMPANY OF THE CITY AND COUNTY OF PHILADELPHIA CARP 2159250167 320 CHESTNUT ST PHILADELPHIA PA 19106 THOMAS DALEY VICE PRESIDENT 2159250167 2024-11-07 1 0 EDWARD W DORAN CPA P00841330 6106684200 2024-11-07 2023 2024-10-15 13:58:12Z THOMAS DALEY 320 CHESTNUT ST PHILADELPHIA PA 19106 5184449 0 X WWW.CARPENTERSHALL.ORG X 1724 PA HISTORICAL LANDMARK PRESERVATION 16 16 8 12 0 0 1554337 3056213 226400 272980 40172 -720 -68959 31989 1751950 3360462 23000 18000 0 0 306325 321341 0 0 116060 3070030 1159835 3399355 1499176 -1647405 1861286 2776289 3311532 1664385 119405 1111904 3192127 X THE CARPENTERS' COMPANY PRESERVES AND INTERPRETS CARPENTERS' HALL AND OUR COLLECTIONS AS UNIQUE HISTORICAL ASSETS THAT ARE TIED TO OUR NATION'S FOUNDING AND THE MASTER BUILDER TRADITION, AND WE CONVENE THE PUBLIC TO EXPLORE AND INSPIRE NEW IDEAS THAT HIGHLIGHT THE IMPORTANCE AND RELEVANCE OF HISTORY AND THE BUILT ENVIRONMENT. 0 0 1010617 18000 274900 WE OFFER A ROBUST VARIETY OF PUBLIC PROGRAMS THAT EXPLORE ASPECTS OF AMERICAN HISTORY AND ISSUES RELATED TO THE BUILT ENVIRONMENT. THESE INCLUDE TEMPORARY EXHIBITS, AUTHOR TALKS, PANEL DISCUSSIONS, ETC. WE PARTNER EXTENSIVELY WITH OUR FELLOW MUSEUMS AND HISTORIC SITES AND OTHER INDUSTRY PARTNERS TO DEVELOP AND PROMOTE THESE EVENTS. OTHER PROGRAMS INCLUDE: YOUNG PEOPLE'S CONTINENTAL CONGRESSHIGH SCHOOL STUDENTS AND TEACHERS FROM AROUND THE COUNTRY CONVENE TO EXPLORE THE FOUNDING OF OUR NATION AND THE VALUES AND PRINCIPLES THAT FUELED IT AND CONTINUE TO DEFINE OUR COUNTRY TODAY.DAVID MCCULLOUGH PRIZE FOR EXCELLENCE IN AMERICAN PUBLIC HISTORY NAMED IN HONOR OF AUTHOR DAVID MCCULLOUGH, THE PRIZE PROMOTES AND CELEBRATES OUTSTANDING CONTRIBUTIONS TO THE FIELD OF AMERICAN PUBLIC HISTORY. WINNERS INCLUDE LONNIE BUNCH, SECRETARY OF THE SMITHSONIAN; BRYAN STEVENSON FROM THE EQUAL JUSTICE INITIATIVE; CHRISTY COLEMAN FROM THE JAMESTOWN-YORKTOWN FOUNDATION; AND BROADCASTER AND AUTHOR MO ROCCA. THE MCCULLOUGH PRIZE IS ALSO GIVEN TO A HISTORY TEACHER WITHIN THE PHILADELPHIA PUBLIC SCHOOL SYSTEM. MASTER BUILDERS' INSTITUTE MBI STRENGTHENS AND DIVERSIFIES THE ACE PROFESSIONS (ARCHITECTURE, CONSTRUCTION AND ENGINEERING) AND BUILDS CAREER PATHWAYS FOR YOUNG PEOPLE BY PROVIDING A BRIDGE BETWEEN EXISTING TRAINING PROGRAMS AND THE WORKING PROFESSIONALS AND ESTABLISHED FIRMS THAT CAN PROVIDE REAL-WORLD EDUCATION AND PROFESSIONAL OPPORTUNITIES. COORDINATED IN PARTNERSHIP WITH THE GENERAL BUILDING CONTRACTORS ASSOCIATION, MBI OFFERS EDUCATIONAL SESSIONS LED BY SUCCESSFUL PROFESSIONALS, ACCESS TO SCHOLARSHIPS (SEE BELOW), MENTORING, ONLINE RESOURCES AND OTHER RELATED OPPORTUNITIES. FINALLY, THE MASTER BUILDERS' DIALOGUES PROVIDE LEARNING AND PROFESSIONAL DEVELOPMENT TO CURRENT ACE PROFESSIONALS. THIS BIANNUAL SYMPOSIUM DELIVERS CEU-ACCREDITED CONTENT FROM EXPERT, CREDIBLE INDUSTRY LEADERS TO A WIDE ARRAY OF PROFESSIONALS IN THE FIELD. OVER THE PAST DECADE MORE THAN 1,200 PROFESSIONALS AND STUDENTS HAVE PARTICIPATED. 1010617 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 20 0 1 8 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X X MICHAEL NORRIS 2159250976 320 CHESTNUT ST PHILADELPHIA PA 19106 HOWARD LEBOLD PRESIDENT 1.00 X X 0 0 0 ANTHONY NACCARATO VICE PRESIDENT 1.00 X X 0 0 0 MICHAEL O'BRIEN TREASURER 1.00 X X 0 0 0 JOHN DEFAZIO SECRETARY 1.00 X X 0 0 0 ANDREW SIGNORE WARDEN 1.00 X 0 0 0 ARAN MCCARTHY 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 MATTHEW HILBUSH DIRECTOR 1.00 X 0 0 0 WILLIAM LONG DIRECTOR 1.00 X 0 0 0 MICHAEL PRIFTI DIRECTOR 1.00 X 0 0 0 JESSICA SENKER DIRECTOR 1.00 X 0 0 0 MARK SETTELEN DIRECTOR 1.00 X 0 0 0 DANIELA HOLT VOITH DIRECTOR 1.00 X 0 0 0 WILLIAM WARWICK DIRECTOR 1.00 X 0 0 0 JANICE WOODCOCK DIRECTOR 1.00 X 0 0 0 MICHAEL NORRIS EXECUTIVE DIRECTOR 40.00 X 112000 0 17076 112000 0 17076 1 0 0 0 DAN BOSIN ASSOCIATES LLC 136 N 3RD STREET PHILADELPHIA PA 19106 PROJECT MANAGEMENT 115645 1 95363 2960850 3056213 MEMBERSHIP DUES 900099 272980 272980 272980 80011 80011 14520 13657 863 863 863 8581 1614846 0 1704158 8581 -89312 -80731 -80731 91750 95363 93670 -1920 -1920 43628 12502 31126 31126 MISCELLANEOUS INCOME 900099 1920 1920 1920 3360462 274900 0 29349 18000 18000 129076 90353 12908 25815 162884 114019 16288 32577 4070 2849 407 814 25311 17718 2531 5062 38974 38974 20186 20186 1737 1737 38387 13167 15815 9405 551424 432926 113570 4928 129095 129095 55543 38880 16663 LIBRARY SERVICES 205346 205346 ANNIVERSARY CAMPAIGN 75898 51413 24485 MEMBERS' EXPENSE 42599 25559 4260 12780 MISCELLANEOUS EXPENSE 646 387 65 194 1499176 1010617 372499 116060 272030 1023381 11654 14591 2492605 2273560 2776289 3311532 1664385 119405 1664385 119405 X 551163 1824832 560741 1367295 1111904 3192127 2776289 3311532 1861286 218937 0 X X 0 1 X 1 0 X 206890 338186 801809 1554337 3056213 5957435 433269 262760 292168 343555 318528 1650280 640159 600946 1093977 1897892 3374741 7607715 11230 9020 20760 41010 0 11230 9020 20760 41010 7566705 67523 66295 54686 63967 94531 347002 67523 66295 54686 63967 94531 347002 707682 667241 1148663 1961859 3469272 7954717 0.95120 0.91890 0.04360 0.07720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 2179601 239690 500000 1919291 2516163 -336562 2179601 2056457 249288 225228 14810 2516163 1857800 198657 2056457 1599954 3300 354356 99780 30 1857800 0.86390 0.13610 0 0 0 X 3572870 218937 13657 232594 3340276 20186 20186 3360462 1492647 13657 13657 1478990 20186 20186 1499176 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, 2023 OR 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 13,657. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 13,657. GALA 7500 1280 6220 8140 GOLF 85100 42226 42874 42874 2 94513 51857 42656 42656 187113 95363 91750 93670 93670 -1920 1 SCHOLARSHIP 5 18000 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