2025-12-18T11:13:29-06:00 2025-04-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2024-05-01 231352271 THE NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA IN PA NATI 2157356737 1630 LATIMER ST PHILADELPHIA PA 19103 BARBARA S WOOD TREASURER 2157356737 2025-12-17 1 0 WILLIAM A LOUGHERY P01603932 2156433900 2025-12-17 2024 2025-03-06 01:10:19Z BARBARA S WOOD 1630 LATIMER ST PHILADELPHIA PA 19103 1978188 0 X WWW.NSCDAPA.ORG X 1891 PA RECOGNITION OF NATIONAL HERITAGE VIA HISTORIC PRESERVATION, PATRIOTIC SERVICE & EDUCATIONAL PROJECTS. 20 20 9 50 0 0 549488 848672 99286 94355 312334 405954 71043 37413 1032151 1386394 0 0 0 0 496664 518103 0 0 25475 914837 636788 1411501 1154891 -379350 231503 7046659 7581483 0 0 7046659 7581483 X THE NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA IN THE COMMONWEALTH OF PENNSYLVANIA (NSCDA/PA) IS DEDICATED TO FURTHERING AN APPRECIATION OF OUR NATIONAL HERITAGE THROUGH HISTORIC PRESERVATION, PATRIOTIC SERVICE AND EDUCATIONAL PROJECTS. 0 0 797776 0 94355 THE NSCDA/PA IS AN ORGANIZATION OF WOMEN THAT ACTIVELY PROMOTES AN APPRECIATION OF AMERICA'S HERITAGE THROUGH PRESERVATION, PATRIOTIC SERVICE, AND EDUCATIONAL PROJECTS. SINCE 1899, THE NSCDA/PA HAS ADMINISTERED STENTON, THE C.1730 HOME OF WILLIAM PENN'S SECRETARY, JAMES LOGAN. TODAY, STENTON IS WHERE MANY OF THE SOCIETY'S EXCITING PUBLIC AND SCHOOL-AGE PROGRAMS TAKE PLACE, INCLUDING THE NATIONAL AWARD-WINNING HISTORY HUNTERS PROGRAM, WHICH SERVES OVER 3,000 PHILADELPHIA SCHOOLCHILDREN EACH YEAR. A MEMBER OF HISTORIC GERMANTOWN, STENTON WORKS CLOSELY WITH THIS PARTNERSHIP OF 16 EXTRAORDINARY HISTORIC HOUSES AND DESTINATIONS TO PROTECT, PRESERVE, AND SHARE SOME OF PHILADELPHIA'S MOST IMPORTANT HISTORICAL ASSETS. (CONTINUED ON SCHEDULE O.)THE SOCIETY ALSO SUPPORTS WOODVILLE, A HISTORIC HOUSE MUSEUM LOCATED NEAR PITTSBURGH, AND PROVIDES SUPPORT FOR PROJECTS RELATING TO PATRIOTIC SERVICE AND OTHER EDUCATIONAL INITIATIVES, SUCH AS NATIONAL HISTORY DAY. 797776 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 9 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X ADRIANA ROBINSON 2157356737 C/O NSCDAPA 1630 LATIMER ST PHILADELPHIA PA 19103 X DENNIS S PICKERAL DIRECTOR STENTON 40.00 X 104225 0 6945 VIRGINIA J WHELAN PRESIDENT 1.00 X X 0 0 0 MICHELLE MICKEY L HERR FIRST VICE-PRESIDENT 1.00 X X 0 0 0 ELISE W CARR SECOND VICE-PRESIDENT 1.00 X X 0 0 0 MICHELE LW THACKRAH RECORDING SECRETARY 1.00 X X 0 0 0 MARGOT M MCGINLEY CORRESPONDING SECRETARY 1.00 X X 0 0 0 BARBARA S WOOD TREASURER 1.00 X X 0 0 0 LUCY M STRACKHOUSE REGISTRAR 1.00 X X 0 0 0 LEE S GUERTIN HISTORIAN 1.00 X X 0 0 0 MARGARET H SENTMAN ASSISTANT TREASURER 1.00 X 0 0 0 BLYTHE B DAVIS ASSOCIATE STATES REGISTRAR 1.00 X 0 0 0 LISA S TODD ALLEGHENY COUNTY CMTE CHAIR 1.00 X 0 0 0 JOANNE Y CALVERT LANCASTER/DAUPHIN/YORK CMTE CHAIR 1.00 X 0 0 0 KELSEY E SKIC PROGRAM CMTE CHAIR 1.00 X 0 0 0 DORA L ROGERS DEVELOPMENT CMTE CHAIR 1.00 X 0 0 0 ELIZABETH MACLEAN LAURENT HEADQUARTERS CMTE CHAIR 1.00 X 0 0 0 AMANDA QUINN MEMBERSHIP CMTE CHAIR 1.00 X 0 0 0 MARGARET M CONVER MUSEUM ALLIANCE CHAIR 1.00 X 0 0 0 GWENDOLYN W BRYANT MISSION ENGAGEMENT CMTE CHAIR 1.00 X 0 0 0 COLLEEN H MCCAULEY GOVERNANCE CMTE CHAIR 1.00 X 0 0 0 MARION T LANE MANAGER 1.00 X 0 0 0 MARY LOUISE SHENK MANAGER 1.00 X 0 0 0 KAELYN CLARK COMMUNICATIONS CMTE CHAIR 1.00 X 0 0 0 SUSAN BROSTROM ASSOC. STATES REGISTRAR TO MAY 2024 1.00 X 0 0 0 MARY ANN B WIRTS PRESIDENT TO MAY 2024 1.00 X X 0 0 0 LYNN R SALVO MANAGER TO MAY 2024 1.00 X 0 0 0 ALICE LEA TASMAN DEVELOPMENT CMTE CHAIR TO MAY 2024 1.00 X 0 0 0 104225 0 6945 1 0 0 0 0 179110 669562 848672 MEMBERSHIP DUES & ASSESSMENTS 611710 86238 86238 MEETINGS & LINEAGE 611710 4760 4760 ADMISSIONS 611710 3357 3357 94355 159396 159396 70298 0 70298 70298 70298 765995 519437 246558 246558 246558 27840 179110 72357 -44517 -44517 576 0 576 576 OTHER MISC REVENUE 611710 11056 11056 11056 1386394 94355 0 443367 465549 332400 122225 10924 8641 2635 5919 87 7436 5408 1851 177 36477 26529 9076 872 39149 39149 29048 29048 16702 16702 49098 28028 21070 11537 11537 27608 27608 12612 11066 1546 23880 23880 32821 4509 28312 REPAIRS & MAINTENANCE 147819 140900 6919 STENTON EDUCATION PROG. 134581 134581 CAPITAL PROJECTS 65728 65728 PATRIOTIC SERVICES 10955 10955 35250 11157 10678 13415 1154891 797776 331640 25475 20517 7558 48076 448323 6832410 7028741 145656 96861 7046659 7581483 0 0 X 2978964 3372706 4067695 4208777 7046659 7581483 7046659 7581483 X 231503 298325 4996 X X 0 1 X 1 0 X 440173 624576 591812 549488 848672 3054721 440173 624576 591812 549488 848672 3054721 297903 2756818 182821 288889 57764 222827 229694 981995 4767 4259 6603 12299 11632 39560 4076276 503589 0.67630 0.62880 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER MISC INCOME - 2020 AMOUNT: $ 4,507. 2021 AMOUNT: $ 3,411. 2022 AMOUNT: $ 5,830. 2023 AMOUNT: $ 11,232. 2024 AMOUNT: $ 11,056. GROSS SALES OF INVENTORY - 2020 AMOUNT: $ 260. 2021 AMOUNT: $ 848. 2022 AMOUNT: $ 773. 2023 AMOUNT: $ 1,067. 2024 AMOUNT: $ 576. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 6832410 231797 724309 591056 7197460 6718435 112881 713300 712206 6832410 6605545 145500 -47549 415769 6718435 7529026 235046 -795080 363447 6605545 6156844 34471 1800190 462479 7529026 0.44924 0.20014 0.35062 0 0 0 X 1733024 298325 4996 303321 1429703 29048 -72357 -43309 1386394 1198200 72357 72357 1125843 29048 29048 1154891 PART III, LINE 1A: THE ORGANIZATION OWNS FOR PUBLIC EXHIBITION, EDUCATION AND RESEARCH VARIOUS WORKS OF ART, HISTORICAL ARTIFACTS AND FURNISHINGS. THESE ITEMS, AS PERMITTED BY ASC 958, ARE NOT RECORDED IN THE FINANCIAL STATEMENTS OF THE ORGANIZATION. PART III, LINE 4: THE COLLECTIONS FURTHER THE MISSION BY INCREASING THE APPRECIATION OF OUR NATIONAL HERITAGE FOR THE BEHOLDERS OF THE ITEMS. PART V, LINE 4: THE PURPOSE OF THE SOCIETY'S ENDOWMENT FUNDS IS TO ENABLE THE SOCIETY THROUGH A TOTAL RETURN INVESTMENT STRATEGY TO MORE COMPLETELY FULFILL ITS MISSION BEYOND WHAT IS POSSIBLE THROUGH ITS ANNUAL OPERATING FUNDS, AND THEREFORE, DISTRIBUTIONS FROM THE ENDOWMENT FUNDS SHALL BE LIMITED TO THE AMOUNT PERMITTED UNDER THE SPENDING RULE POLICY FOR THE ENDOWMENT FUNDS ESTABLISHED BY THE BOARD OF MANAGERS. THE SOCIETY'S POLICY IS ALSO TO MAINTAIN THE VALUE OF THE PERMANENTLY RESTRICTED INVESTMENT BALANCE AT THE VALUE OF THE GIFTS DERIVED FROM THE DATES OF THE ORIGINAL GIFTS. PART X, LINE 2: THE SOCIETY IS EXEMPT FROM TAXATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE SOCIETY EVALUATES ITS INCOME TAX POSITIONS EACH FISCAL YEAR TO DETERMINE WHETHER ANY TAX POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED IF EXAMINED BY THE APPLICABLE TAXING AUTHORITY. THE REVIEW OF INCOME TAX POSITIONS HAD NO IMPACT ON THE SOCIETY'S FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST 4,996. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT SPECIAL FUNDRAISING EVENT EXPENSES -72,357. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL FUNDRAISING EVENT EXPENSES 72,357. GALA 181759 157584 24175 10113 27191 21424 STENTON GARDEN BENEFIT 25191 21526 3665 5950 7679 206950 179110 27840 10113 33141 29103 72357 -44517 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE PRESIDENT, FIRST VICE-PRESIDENT, SECOND VICE-PRESIDENT, RECORDING SECRETARY, CORRESPONDING SECRETARY, TREASURER, REGISTRAR, AND THE HISTORIAN. THE EXECUTIVE COMMITTEE MAY MEET TO CONDUCT THE BUSINESS OF THE ORGANIZATION BETWEEN BOARD MEETINGS AND WILL REPORT ANY ACTIONS TO THE BOARD FOR RATIFICATION AT ITS FOLLOWING MEETING. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE CLASS OF MEMBERS. MEMBERS ARE REQUIRED TO BE DIRECT DESCENDANTS OF AN ANCESTOR WHO LIVED IN AN AMERICAN COLONY AND WHO RENDERED SERVICE TO THE COLONIES BEFORE JULY 5, 1776. MEMBERSHIP IS BY INVITATION ONLY AND IS MANAGED AT THE STATE LEVEL. IT IS BASED ON LINEAGE AND DEDICATION TO THE MISSION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE CONSTITUTION AND BYLAWS MAY ONLY BE AMENDED IF APPROVED BY TWO-THIRDS OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. A COPY OF THE FORM 990 IS PROVIDED TO THE SOCIETY'S GOVERNING BOARD BEFORE IT IS FILED. IT IS REVIEWED BY (1) MANAGEMENT, (2) MEMBERS OF THE FINANCE COMMITTEE, AND (3) THE TREASURER. THIS REVIEW IS CONDUCTED BEFORE THE FORM 990 IS FILED WITH THE IRS. THE EXTENT OF THE REVIEW OF THE FORM 990 WILL BE DETAILED AS IT WILL BE COMPARED TO THE AUDITED FINANCIAL STATEMENTS ALONG WITH REVIEWING THE DESCRIPTIVE INFORMATION INCLUDED WITHIN. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE POLICY SHALL BE GIVEN TO ALL BOARD MEMBERS, STAFF MEMBERS, VOLUNTEERS OR OTHER KEY STAKEHOLDERS UPON COMMENCEMENT OF SUCH PERSON'S RELATIONSHIP WITH THE ORGANIZATION. EACH BOARD MEMBER, OFFICER, STAFF MEMBER, AND VOLUNTEER SHALL SIGN AND DATE THE POLICY AT THE BEGINNING OF HER/HIS TERM OF SERVICE OR EMPLOYMENT AND EACH YEAR THEREAFTER. FAILURE TO SIGN DOES NOT NULLIFY THE POLICY. ALL POTENTIAL BOARD CONFLICTS ARE REPORTED TO THE CHAIRMAN OF THE AUDIT COMMITTEE. THE CHAIRMAN MAKES A DETERMINATION IF THERE IS NEED FOR FURTHER ACTION AND REPORTS IN ANY CASE TO THE BOARD. THE BOARD HAS THE FINAL VOTE ON THE OUTCOME. NO INTERESTED PERSON SHALL PARTICIPATE IN ANY DISCUSSION OR DEBATE IN WHICH THEY HAVE A CONFLICT, EXCEPT TO THE EXTENT THEIR INPUT IS NEEDED TO PROVIDE CLARIFYING INFORMATION. A TIMELY RECORD WILL BE KEPT OF ALL POSSIBLE AND/OR ACTUAL CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST, IN WHICH SUCH DOCUMENTS ARE PROVIDED AFTER A DOCUMENTED REQUEST IS MADE BY ANY INDIVIDUAL OR ORGANIZATION. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST 4,996. FORM 990, PART XII, LINE 1 THE ORGANIZATION FOLLOWS MODIFIED CASH BASIS ACCOUNTING METHOD.