2022-01-18T15:54:49-06:00 2021-02-28 231386942 CAMPBELL RAPPOLD & YURASITS LLP 1033 S CEDAR CREST BLVD ALLENTOWN PA 181035443 990 2020-03-01 232741808 HISTORIC BETHLEHEM PARTNERSHIP INC HIST 6108820450 74 WEST BROAD STREET NO 310 BETHLEHEM PA 180185830 LORIANN WUKITSCH VICE PRESIDENT 6108820450 2022-01-17 1 LORIANN WUKITSCH 999009999 JASON L SERFASS CPA P01230026 6104357489 2022-01-17 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z LORIANN WUKITSCH 74 WEST BROAD STREET NO 310 BETHLEHEM PA 180185830 1446636 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. 26 26 58 91 0 0 883884 876100 241549 120846 10042 10022 137348 283314 1272823 1290282 0 0 0 0 856671 789558 0 0 216538 454680 308637 1311351 1098195 -38528 192087 1732503 2297585 957189 1393451 775314 904134 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 647375 240376 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. 647375 1 1 0 0 0 0 0 1 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 27 0 1 58 1 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 PA X X CHARLENE DONCHEZ MOWERS 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 RICK ANGEL TRUSTEE 2.00 6.00 X 0 0 0 CHRISTIAN BARRETT TRUSTEE 2.00 6.00 X 0 0 0 RENEE KLAPERMAN 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 MICHELLE CHRIN 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 JOHN HOWELL 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 CHARLENE DONCHEZ MOWERS PRESIDENT 40.00 8.00 X 96058 0 9552 LORIANN WUKITSCH VICE PRESIDENT 40.00 6.00 X 96058 0 4803 192116 0 14355 0 0 0 0 0 160085 97450 185805 432760 876100 HISTORICAL TOURS 900099 67210 67210 ADMISSIONS 900099 53636 53636 120846 10022 10022 72712 0 72712 72712 72712 189002 97450 97930 91072 91072 106862 58424 48438 48438 MISCELLANEOUS 900099 71092 71092 71092 1290282 240376 0 173806 200967 50241 100485 50241 474958 308722 71244 94992 15484 10785 1665 3034 41422 22221 10284 8917 56727 32901 11913 11913 39500 23700 7900 7900 1873 1873 6583 3951 1316 1316 8353 8353 52998 31798 10600 10600 17892 17892 440 440 9152 9152 39185 21943 10580 6662 TOURISM 46430 46430 SUPPLIES 23241 18418 4823 FUNDRAISING EXPENSE 14000 14000 VOLUNTEERS 12378 12378 36612 28050 6422 2140 1098195 647375 234282 216538 1055119 1484493 235371 348376 11873 6733 35809 44345 5608 3941 137282 116757 22080 20525 366643 389172 1732503 2297585 187085 237037 9738 14677 760366 1141737 957189 1393451 X -185286 -302234 960600 1206368 775314 904134 1732503 2297585 X 192087 60908 -124175 X X 0 1 X 1 0 X 472954 437659 807811 883884 876100 3478408 355636 377582 367146 365262 298667 1764293 828590 815241 1174957 1249146 1174767 5242701 0 0 0 5242701 7170 11816 11359 10042 10022 50409 7170 11816 11359 10042 10022 50409 403068 461275 317528 8729 261847 1452447 1238828 1288332 1503844 1267917 1446636 6745557 0.77720 0.71150 0.00750 0.00750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 355269 1100 67015 35856 387528 349391 1500 24221 19843 355269 356238 3900 9203 19950 349391 346375 1049 29390 20576 356238 322751 2100 40225 18701 346375 0.00000 0.76590 0.23410 0 0 137282 116757 20525 20525 EQUITY SECURITIES 277119 F FIXED INCOME 112053 F 389172 DUE TO AFFILIATES 827237 MORTAGES AND LOANS PAYABLE 314500 1141737 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, 2021. 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. 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 -124,175. 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