2024-05-10T15:20:47-05:00 2023-06-30 236410283 ISDANER & COMPANY LLC THREE BALA PLAZA SUITE 501 WEST BALA CYNWYD PA 190043484 990 2022-07-01 222688274 THE PENNSYLVANIA SOCIETY PENN 2152332650 PO BOX 48 WILLOW GROVE PA 19090 ELIZABETH PREATE HAVEY PRESIDENT 2152332650 2024-05-10 1 ELIZABETH PREATE HAVEY 999009999 0 EDWARD W DORAN CPA P00841330 6106684200 2024-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X ELIZABETH PREATE HAVEY PO BOX 48 WILLOW GROVE PA 19090 1201392 0 X WWW.PASOCIETY.COM X 1985 PA THE PENNSYLVANIA SOCIETY IS A NON-PROFIT PATRIOTIC AND CHARITABLE ORGANIZATION FOUNDED TO ENCOURAGE SERVICE TO THE COMMONWEALTH OF PA AND ITS CITIZENRY BY IMPROVING BONDS OF FRIENDSHIP AND CHARITABLE GOOD WORKS 28 28 2 0 0 0 594921 830468 0 0 860 1879 -150804 -157524 444977 674823 37000 37000 0 0 345164 418012 0 0 44760 147297 96462 529461 551474 -84484 123349 677524 766226 44879 10232 632645 755994 X THE PENNSYLVANIA SOCIETY IS A NON-PROFIT PATRIOTIC AND CHARITABLE ORGANIZATION FOUNDED IN 1899 TO ENCOURAGE THE IDEALS OF WILLIAM PENN AS EXPRESSED IN SERVICE TO THE COMMONWEALTH AND TO PEOPLE EVERYWHERE AND FURTHER TO UNITE ALL PENNSYLVANIANS AT HOME AND AWAY IN BONDS OF FRIENDSHIP AND DEVOTION TO PENNSYLVANIA THROUGH CHARITABLE WORKS 0 0 341195 37000 CONTRIBUTIONS TO A CHARITABLE 501(C)(3) ORGANIZATION TO BE USED AS THE RECIPIENT ORGANIZATION DEEMS APPROPRIATE TO ACCOMPLISH THEIR CHARITABLE MISSION TO UNITE ALL PENNSYLVANIANS AT HOME AND AWAY THROUGH BONDS AND FRIENDSHIP THROUGH CHARITABLE WORKS 341195 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 1 2 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 28 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 1 1 0 PA X HEATHER GREENLEAF 2152332650 PO BOX 48 WILLOW GROVE PA 19090 ELIZABETH PREATE HAVEY PRESIDENT 5.00 X X 0 0 0 CHRISTINE TORETTI VICE PRESIDENT 2.00 X X 0 0 0 PATRICIA WELLENBACH SECRETARY 4.00 X X 0 0 0 EVAN S FRAZIER TREASURER 2.00 X X 0 0 0 GREGORY S BENTLEY COUNCILOR 1.00 X 0 0 0 MIKE BRUBAKER COUNCILOR 1.00 X 0 0 0 NICHOLAS DEBENEDICTIS COUNCILOR 1.00 X 0 0 0 LOUIS DENAPLES JR COUNCILOR 1.00 X 0 0 0 DANIEL J HILFERTY COUNCILOR 1.00 X 0 0 0 MARIA SORDINI HUDACEK COUNCILOR 1.00 X 0 0 0 CHARLES D HUMMER III COUNCILOR 1.00 X 0 0 0 MICHAEL A INNOCENZO COUNCILOR 1.00 X 0 0 0 DUSTY E KIRK COUNCILOR 1.00 X 0 0 0 JOHN LAWN COUNCILOR 1.00 X 0 0 0 MIKE MOLEWSKI COUNCILOR 1.00 X 0 0 0 TIMOTHY NECASTRO COUNCILOR 1.00 X 0 0 0 BRIAN A NESTER COUNCILOR 1.00 X 0 0 0 JEAN CRAIGE PEPPER COUNCILOR 1.00 X 0 0 0 VELMA A REDMOND COUNCILOR 1.00 X 0 0 0 JOSEPH RESCHINI COUNCILOR 1.00 X 0 0 0 DEBORAH RICE-JOHNSON COUNCILOR 1.00 X 0 0 0 JAMES SCHULTZ COUNCILOR 1.00 X 0 0 0 KAREN WINNER SED COUNCILOR 1.00 X 0 0 0 SUSIE SHAH COUNCILOR 1.00 X 0 0 0 EDWARD J SHEEHAN JR COUNCILOR 1.00 X 0 0 0 F JOHN WHITE COUNCILOR 1.00 X 0 0 0 LEROY S ZIMMERMAN COUNCILOR 1.00 X 0 0 0 JULIEN SCRANTON EXECUTIVE DIRECTOR 45.00 X 171285 0 35407 171285 0 35407 1 0 1 0 0 300362 478490 51616 830468 1879 1879 369045 478490 526569 -157524 -157524 674823 0 0 -155645 25000 25000 12000 12000 218858 120372 76601 21885 137353 99205 25432 12716 6294 4738 982 574 28717 19656 6356 2705 26790 16707 7489 2594 1583 1583 16500 16500 23907 3684 19651 572 2329 1785 404 140 14876 9277 4159 1440 7576 4724 2118 734 201 201 ANNUAL AND MEMBERSHIP E 15029 15029 CREDIT CARD FEES 14461 9018 4043 1400 551474 341195 165519 44760 259836 293797 413522 413644 51616 4012 4418 16600 13849 154 2751 677524 766226 44879 10232 44879 10232 X 632645 755994 632645 755994 677524 766226 123349 0 X X 0 1 X 1 0 X 698319 572702 515608 594921 830468 3212018 698319 572702 515608 594921 830468 3212018 295546 2916472 2369 1562 1754 860 1879 8424 3220442 0.90560 0.85800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16600 13849 2751 2751 X 674823 0 674823 0 674823 551474 0 551474 0 551474 PART X, LINE 2: THE SOCIETY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. PURSUANT TO FASB ACCOUNTING STANDARDS CODIFICATION TOPIC 740, THE SOCIETY RECOGNIZES TAX BENEFITS ONLY IF IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION (INCLUDING THE SOCIETY'S ASSERTION THAT ITS INCOME IS EXEMPT FROM TAX). NO LIABILITY FOR UNCERTAIN TAX POSITIONS WAS RECORDED AS OF JUNE 30, 2023 OR JUNE 30, 2022. ANNUAL DINNER 716327 414990 301337 435050 ANNUAL LUNCH 81758 63500 18258 38950 1 49450 49450 52569 847535 478490 369045 526569 526569 -157524 1 GREATER PITTSBURGH COMMUNITY FOOD BANK 1 N LINDEN ST DUQUESNE PA 15110 251420599 501(C)(3) 25000 0 GENERAL OPERATIONS BENJAMIN FRANKLIN AWARD - 1ST PLACE 1 6000 BENJAMIN FRANKLIN AWARD - 2ND PLACE 1 4000 BENJAMIN FRANKLIN AWARD - 3RD PLACE 1 2000 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 JULIEN SCRANTON EXECUTIVE DIRECTOR 171285 0 0 0 0 0 10277 0 25130 0 206692 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 PER THE BYLAWS ARTICLE III MEMBERS - THE ORGANIZATION HAS ACTIVE MEMBERS BASED ON BEING A NATIVE OF PA, A DESCENDANT OF A NATIVE OF PA, PRESENTLY RESIDING OR HAS RESIDED IN PA FOR SEVEN YEARS, OR A GRADUATE OF A PA COLLEGE OR UNIVERSITY FOR AT LEAST THREE YEARS. IN ADDITION, THERE ARE HONORARY LIFE MEMBERS THROUGH BEING A RECIPIENT OF THE GOLD MEDAL AWARDED BY THE SOCIETY OR A DESIGNEE OF COUNCIL. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND THE BOARD PRESIDENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES IS SUBJECT TO THE REVIEW AND APPROVAL BY THE BOARD OR COUNCIL. BOARD MAY USE THIRD PARTIES FOR RESEARCH FROM COMPARATIVE ORGANIZATIONS TO DETERMINE COMPENSATION AND BENEFITS. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATION MAKES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART XII, LINE 12C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR