PORTER-PHELPS-HUNTINGTON FOUNDATION INC

EIN: 046112093 501(c)(3) Arts, Culture & Humanities

Hadley, MA

Total Revenue
$133,494
Total Expenses
$182,709
Total Assets
$1,691,303
Net Assets
$1,691,303
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Financial Trends

Organization Details

Formation Year
1948
Legal Domicile
MA
Phone
4135864699
Tax Period
2024-01-01 to 2024-12-31

PORTER-PHELPS-HUNTINGTON FOUNDATION INC, founded in 1948, is a small nonprofit in the Arts, Culture & Humanities sector that reported $133K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $183K exceeded revenue, resulting in a 37% operating deficit.

Mission

The Porter-Phelps-Huntington Foundation, Inc. operated and preserves the Porter-Phelps-Huntington Museum, Phelps Farm, historic grounds, gardens, agricultural land, historic collections and archives, and presents historical and cultural programs for the general public. Expenses are related to operations, preservation, maintenance and support of an historic house museum and site and public outreach programming. The Foundation also received Phelps Farm in 2022 and expenses relate to the stabilization of this 1816 structure and managing the property including outbuildings and 50 acres of preserved farmland.

Program Service Accomplishments

Program 1
Expenses: $34,532 Revenue: $16,560

Wednesday Folk Traditions, and Tours of the Historic House Museum including free Community Days were held. We also held a new Stirring the Ashes program that included a Reading Frederick Douglass...

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Wednesday Folk Traditions, and Tours of the Historic House Museum including free Community Days were held. We also held a new Stirring the Ashes program that included a Reading Frederick Douglass grant and installation of Stopping Stones in the Sunken Garden to commemorate the six enslaved at Forty Acres. We received grants for WFT series from the Amherst and Hadley Cultural Councils, a MCC Festivals and Program grant as well as support from business sponsorships; grants from MassHumanities for Expanding Mass Stories and Reading Frederick Douglas, and funds from the Engagement Arts Fund. We also held a PPH Family Reunion.

Program 2
Expenses: $80,732 Revenue: $0

In 2023 we received a MassHumanities Staffing grant to support Humanities programming and Preservation Projects at Phelps Farm that is matched in 2024 by PPH. A USDA Pollinator Grant was held over a...

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In 2023 we received a MassHumanities Staffing grant to support Humanities programming and Preservation Projects at Phelps Farm that is matched in 2024 by PPH. A USDA Pollinator Grant was held over a 3 year period. Phelps Farm which was donated to the Foundation includes all costs associated with repairs, maintenance, taxes, utilities etc.

Program 3
Expenses: $3,276 Revenue: $0

A tea set dating to the Revolution era is being restored at Williamstown Conservation Center and expenses are for assessment and storage.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $83,069
Program Service Revenue $9,876
Investment Income $14,179
Other Revenue $26,370
TOTAL REVENUE $133,494

Expense Breakdown

Grants Paid $0
Salaries & Benefits $76,891
Fundraising Expenses $0
Program Expenses $127,558
Other Expenses $105,818
TOTAL EXPENSES $182,709

Year-over-Year Comparison

2024 2023 Change
Revenue $133,494 $170,492 -0.2%
Expenses $182,709 $160,846 +0.1%
Net Income $-49,215 $9,646 -6.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
17
Independent Members
17
Employees
1
Volunteers
40

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$0
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Benjamin Hailey Clerk 1
Officer Director
$0 $0 $0
Karen Sanchez-Eppler President 4
Officer Director
$0 $0 $0
Thomas Harris Vice President 4
Officer Director
$0 $0 $0
Sidney Poritz Treasurer 1
Officer Director
$0 $0 $0
Elizabeth Wheeler Director and Executive Committee 1
Officer Director
$0 $0 $0
Peter Wells Director 1
Director
$0 $0 $0
Elizabeth Carlisle Director 0
Director
$0 $0 $0
David Moskin Director 0
Director
$0 $0 $0
Craig Malone Director 1
Director
$0 $0 $0
Thomas Paske Director and Executive Committee 1
Director
$0 $0 $0
Geoff Birdsall Director 0
Director
$0 $0 $0
Anne Fenn Director 0
Director
$0 $0 $0
Bruce Andrews Director 0
Director
$0 $0 $0
Ashley Cataldo Director 0
Director
$0 $0 $0
Alice Nash Director 0
Director
$0 $0 $0
Barbara Matthews Director 0
Director
$0 $0 $0
Aaron Rubenstein Director 0
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $133,494 $182,709 $1,691,303 $-49,215
2023 $170,492 $160,846 $1,729,272 $9,646
2022 $166,439 $122,636 $1,479,433 $43,803
2021 $116,180 $65,519 $1,629,387 $50,661
2020 $95,704 $71,720 $1,441,445 $23,984
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