2023-01-17T18:13:46-06:00 2022-02-28 231386942 CAMPBELL RAPPOLD & YURASITS LLP 1033 S CEDAR CREST BLVD ALLENTOWN PA 181035443 990 2021-03-01 232741808 HISTORIC BETHLEHEM PARTNERSHIP INC HIST 6108820450 74 WEST BROAD STREET 310 BETHLEHEM PA 180185830 LORIANN WUKITSCH VICE PRESIDENT 6108820450 2023-01-12 1 LORIANN WUKITSCH 999009999 JASON L SERFASS CPA P01230026 6104357489 2023-01-12 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z LORIANN WUKITSCH 74 WEST BROAD STREET 310 BETHLEHEM PA 180185830 2490287 0 X WWW.HISTORICBETHLEHEM.ORG X 1993 PA THE ORGANIZATION MANAGES, PRESERVES, AND RESTORES HISTORICAL SITES IN THE BETHLEHEM AREA AND PRESENTS EDUCATIONAL PROGRAMS AND ACTIVITIES ON THE HISTORY OF THE COMMUNITY. 40 40 57 130 0 0 876100 1428665 120846 247141 10022 14742 283314 474708 1290282 2165256 0 0 0 0 789558 897326 0 0 245804 308637 425021 1098195 1322347 192087 842909 2297585 2799528 1393451 1010563 904134 1788965 THE ORGANIZATION MANAGES, PRESERVES, AND RESTORES HISTORICAL SITES IN THE BETHLEHEM AREA AND PRESENTS EDUCATIONAL PROGRAMS AND ACTIVITIES ON THE HISTORY OF THE COMMUNITY. 0 0 846643 434290 HISTORIC BETHLEHEM PARTNERSHIP BRINGS HISTORY TO LIFE BY EDUCATING THE PUBLIC ABOUT BETHLEHEM'S RICH HERITAGE. HISTORIC BETHLEHEM PARTNERSHIP IS COMMITTED TO PRESERVING BETHLEHEM'S HISTORIC SITES BY COLLECTING, PRESERVING, AND EXHIBITING HISTORICAL AND ARTISTIC OBJECTS THAT CAN BE USED TO TELL THE STORIES OF BETHLEHEM'S PEOPLE. 846643 1 1 0 0 0 0 0 1 0 0 1 1 0 0 1 1 0 1 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 1 0 0 0 1 44 0 1 57 1 0 0 0 0 0 0 0 0 0 0 0 0 X 40 40 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 PA X X LORIANN WUKITSCH 6108820450 74 WEST BROAD STREET STE 310 BETHLEHEM PA 18018 BARBARA HOLLENBACH TRUSTEE 2.00 6.00 X 0 0 0 JOEL ROSENFELD CHAIRPERSON 2.00 6.00 X X 0 0 0 WILLIAM H LEHR VICE CHAIRPERSON 2.00 6.00 X X 0 0 0 SHEELA DONCHEZ SECRETARY 2.00 6.00 X X 0 0 0 DAVE THOMSON TREASURER 2.00 6.00 X X 0 0 0 CHRISTIAN BARRETT TRUSTEE 2.00 6.00 X 0 0 0 MARK CONNAR TRUSTEE 2.00 6.00 X 0 0 0 JUDY DOUGHERTY TRUSTEE 2.00 6.00 X 0 0 0 DOLLY DYER TRUSTEE 2.00 6.00 X 0 0 0 PAT FARRELL TRUSTEE 2.00 6.00 X 0 0 0 ANDREA FOUCEK TRUSTEE 2.00 6.00 X 0 0 0 COLLEEN GILBERT TRUSTEE 2.00 6.00 X 0 0 0 ANNE RAMPOLLA TRUSTEE 2.00 6.00 X 0 0 0 JUDY SAVCHACK TRUSTEE 2.00 6.00 X 0 0 0 JIM WHILDIN TRUSTEE 2.00 6.00 X 0 0 0 CYNTHIA KOSSO TRUSTEE 2.00 6.00 X 0 0 0 NATASHA LJULJIC TRUSTEE 2.00 6.00 X 0 0 0 JODY MARCON TRUSTEE 2.00 6.00 X 0 0 0 LOIS WELLS TRUSTEE 2.00 6.00 X 0 0 0 CAMILLE QUALTERE TRUSTEE 2.00 6.00 X 0 0 0 RONALD REYBITZ TRUSTEE 2.00 6.00 X 0 0 0 JIM MILLER TRUSTEE 2.00 6.00 X 0 0 0 PAT WITMER TRUSTEE 2.00 6.00 X 0 0 0 JENNIFER VAN DE VOORDE TRUSTEE 2.00 6.00 X 0 0 0 JOSH WEAKNECHT TRUSTEE 2.00 6.00 X 0 0 0 MARGUERITE BROWN TRUSTEE 2.00 6.00 X 0 0 0 BEALL FOWLER TRUSTEE 2.00 6.00 X 0 0 0 NANCY AHLUM TRUSTEE 2.00 6.00 X 0 0 0 MARY BROWN TRUSTEE 2.00 6.00 X 0 0 0 JASON CORT TRUSTEE 2.00 6.00 X 0 0 0 MIKE GARGANTA TRUSTEE 2.00 6.00 X 0 0 0 TERRY HART TRUSTEE 2.00 6.00 X 0 0 0 ALAN LOWCHER TRUSTEE 2.00 6.00 X 0 0 0 SUZANNE MASON TRUSTEE 2.00 6.00 X 0 0 0 BARRY PELL TRUSTEE 2.00 6.00 X 0 0 0 BRIAN SABOL TRUSTEE 2.00 6.00 X 0 0 0 LIZ SCOFIELD TRUSTEE 2.00 6.00 X 0 0 0 SUSAN WISE WILLARD TRUSTEE 2.00 6.00 X 0 0 0 ANNE ZUG TRUSTEE 2.00 6.00 X 0 0 0 KENNEITH SMITH TRUSTEE 2.00 6.00 X 0 0 0 CHARLENE DONCHEZ MOWERS PRESIDENT 40.00 8.00 X 93500 0 9572 LORIANN WUKITSCH VICE PRESIDENT 40.00 6.00 X 94500 0 4725 188000 0 14297 0 0 0 0 0 152260 141350 391988 743067 1428665 HISTORICAL TOURS 900099 166012 166012 ADMISSIONS 900099 81129 81129 247141 14742 14742 138822 0 138822 138822 138822 377609 141350 228872 148737 148737 225868 96159 129709 129709 MISCELLANEOUS 900099 57440 57440 57440 2165256 434290 0 302301 201968 85181 71251 45536 547379 355796 82107 109476 16755 9717 3519 3519 60226 34932 12647 12647 70998 41178 14910 14910 40000 24000 8000 8000 2237 2237 12262 7356 2453 2453 647 647 59826 35896 11965 11965 19183 19183 3592 3592 7219 7219 8035 4579 1768 1688 43846 24553 11838 7455 VOLUNTEERS 78071 78071 TOURISM 53988 53988 BANK FEES 24766 16098 8668 FUNDRAISING EXPENSE 17000 17000 54349 44657 7205 2487 1322347 846643 229900 245804 1484493 1967465 348376 299672 6733 11233 44345 68907 3941 1956 140895 124792 20525 16103 389172 434192 2297585 2799528 237037 143785 14677 4000 314500 150000 827237 712778 1393451 1010563 X -302234 47281 1206368 1741684 904134 1788965 2297585 2799528 X 842909 9685 32237 X X 0 1 X 1 0 X 437659 807811 883884 876100 1099638 4105092 377582 367146 365262 298667 611831 2020488 815241 1174957 1249146 1174767 1711469 6125580 0 0 0 6125580 11816 11359 10042 10022 14742 57981 11816 11359 10042 10022 14742 57981 461275 317528 8729 261847 435049 1484428 1288332 1503844 1267917 1446636 2161260 7667989 0.79890 0.77720 0.00760 0.00750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 387528 62269 20924 38066 432655 355269 1100 67015 35856 387528 349391 1500 24221 19843 355269 356238 3900 9203 19950 349391 346375 1049 29390 20576 356238 0.00000 0.83000 0.17000 0 0 140895 124792 16103 16103 EQUITY SECURITIES 326782 F FIXED INCOME 107410 F 434192 DUE TO AFFILIATES 712778 712778 X PART III, LINE 4: THE ORGANIZATION MAINTAINS DOCUMENTS AND HISTORICAL ITEMS RELEVANT TO 18TH AND 19TH CENTURY BETHLEHEM. ADDITIONALLY, THE ORGANIZATION IS RESPONSIBLE FOR ADMINISTRATIVE FUNCTION RELATED TO FOUR AFFILIATED ENTITIES WHICH OPERATE NUMEROUS MUSEUMS AND HISTORICAL SITES IN BETHLEHEM, PENNSYLVANIA. PART V, LINE 4: THE ENDOWMENT ASSETS ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT FUNDS WHILE ALSO MAINTAINING THE PURCHASING POWER OF THOSE ENDOWMENT ASSETS OVER THE LONG-TERM. A SPENDING POLICY IS DETERMINED ANNUALLY BY THE INVESTMENT COMMITTEE. PART X, LINE 2: THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR LIABILITIES RECORDED FOR THE FISCAL YEAR ENDED FEBRUARY 28, 2022. SCHEDULE D, PART VI: HISTORICAL AND MUSEUM OBJECTS DONATED TO THE ORGANIZATIONS ARE NOT REFLECTED ON THE CONSOLIDATED FINANCIAL STATEMENTS. ANY COLLECTIONS ACQUIRED BY PURCHASE ARE EXPENSED IN THE YEAR PURCHASED. BLUEBERRY FESTIVAL 105506 7000 98506 65337 HOLIDAY DINNER 224806 129650 95156 75985 4 188647 4700 183947 87550 518959 141350 377609 228872 228872 148737 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION WILL MAKE A DRAFT OF THE FORM 990 AVAILABLE TO ALL BOARD MEMBERS WHO WOULD LIKE TO REVIEW THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C SELF ACKNOWLEDGEMENT OF CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE COMPARED THE SALARIES OF ALL OF THE ORGANIZATIONS EMPLOYEES WITH A 2014 SALARY COMPARISON FROM AMERICAN ALLIANCE OF MUSEUMS. SALARIES ARE BASED MAINLY ON THE BUDGET OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: AFFILIATE TRANSFER 32,237. FORM 990, PART IV, QUESTION 12 THE ORGANIZATION'S FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT ACCOUNTANT ON A CONSOLIDATED BASIS WITH ITS AFFILIATED ORGANIZATIONS. THE FINANCE COMMITTEE OF THE ORGANIZATIONS ARE RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AS WELL AS THE SELECTION OF AN INDEPENDENT ACCOUNTANT. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED THIS PROCESS FROM THE PRIOR YEAR. THE MORAVIAN MUSEUM OF BETHLEHEM 74 WEST BROAD STREET STE 310 BETHLEHEM PA 18018 232681402 CONDUCT EDUCATION TOURS AND PRESERVE COLLECTION OF HISTORIC BUILDINGS PA 501(C)(3) LINE 7 N/A 0 BURNSIDE PLANTATION INC 74 WEST BROAD STREET STE 310 BETHLEHEM PA 18018 222773497 RESTORATION, RECONSTRUCTION MAINTENANCE & INTERPRETATION OF A HISTORIC FARM PA 501(C)(3) LINE 10 N/A 0 KEMERER MUSEUM OF DECORATIVE ARTS 74 WEST BROAD STREET STE 310 BETHLEHEM PA 18018 240854970 MAINTAINS MUSEUM COLLECTIONS, PRESENTS EXHIBITIONS AND EDUCATIONAL PROGRAMS. PA 501(C)(3) LINE 7 N/A 0 HISTORIC BETHLEHEM INCORPORATED 74 WEST BROAD STREET STE 310 BETHLEHEM PA 18018 246018079 COLLECT, RESTORE, PRESERVE AND INTERPRET HISTORIC BUILDINGS PA 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1