2020-09-29T09:11:38-05:00 2020-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2019-07-01 240795385 BACH CHOIR OF BETHLEHEM BACH 6108664382 440 HECKEWELDER PLACE BETHLEHEM PA 18018 JIM HORVATH TREASURER 6108664382 2020-09-24 1 CHRISTOPHER M PEKULA P00734965 2154414600 64.55.30.226 2020-09-24 14:35:54 ED P F59162E002205A48673446EE794B2785A301B3FD F59162E002205A48673446EE794B2785A301B3FD 2019 2021-01-29 14:40:06Z BRIDGET GEORGE 440 HECKEWELDER PLACE BETHLEHEM PA 18018 4461270 0 X WWW.BACH.ORG X 1945 PA PROMOTE APPRECIATION OF THE MUSIC OF JOHANN SEBASTIAN BACH THROUGH PERFORMANCE AND EDUCATION. 28 28 10 200 0 0 1056047 1114086 382454 427341 481971 122293 -10387 -33369 1910085 1630351 750 0 0 0 546961 577523 0 0 158271 1000656 1092680 1548367 1670203 361718 -39852 8713236 8448686 100000 100453 8613236 8348233 X SEE SCHEDULE O 1 1 796454 400827 CONCERT SEASON - TICKETED CONCERTS: FOUNDED IN 1898 AND UNDER THE DIRECTION OF GREG FUNFGELD SINCE 1983, THE BACH CHOIR, BACH FESTIVAL ORCHESTRA AND DISTINGUISHED SOLOISTS, PRESENT A CONCERT SEASON OF 19 TICKETED CONCERTS FOR MORE THAN 7,000 PEOPLE ACROSS THE UNITED STATES. CONCERTS INCLUDE THE BETHLEHEM BACH FESTIVAL OVER TWO WEEKENDS IN MAY AS WELL AS CHRISTMAS, SPRING, FAMILY, BEL CANTO YOUTH CHORUS, AND GALA CONCERTS. THE 2019-2020 CONCERT SEASON WAS ABBREVIATED DUE TO THE COVID-19 OUTBREAK. BEFORE REVISING OUR SCHEDULE, WE PRESENTED 6 TICKETED CONCERTS TO A COLLECTIVE AUDIENCE OF ALMOST 3,000 PEOPLE. OUR SPRING CONCERT AND THE BETHLEHEM BACH FESTIVAL PERFORMANCES, ALONG WITH THE BEL CANTO SPRING CONCERT WERE CANCELED. THE BACH CHOIR'S TOUR TO EUROPE PLANNED FOR JUNE 2020, INCLUDING A FEATURED PERFORMANCE AT THE LEIPZIG BACHFEST, HAS BEEN RESCHEDULED TO JUNE, 2021. 327000 20836 EDUCATION & COMMUNITY ENGAGEMENT: THE BACH CHOIR PRESENTS 18 FREE EDUCATIONAL CONCERTS WITH INFORMAL TALKS ABOUT THE MUSIC BY CONDUCTOR GREG FUNFGELD. EIGHT OF THESE CONCERTS ENTITLED "BACH TO SCHOOL" ARE PRESENTED FOR MORE THAN 5,000 STUDENTS (GRADES 3-12) EACH YEAR IN DIVERSE SCHOOL DISTRICTS THROUGHOUT THE LEHIGH VALLEY REGION. IN THE 2019-2020 SEASON WE PRESENTED ALL OF THESE CONCERTS BEFORE THE SCHOOLS SHUT DOWN. TEN OF THESE CONCERTS ENTITLED "BACH AT NOON" ARE PRESENTED AT CENTRAL MORAVIAN CHURCH IN HISTORIC DOWNTOWN BETHLEHEM AND ST JOHN'S LUTHERAN CHURCH IN DOWNTOWN ALLENTOWN FOR A TOTAL OF MORE THAN 8,000 PEOPLE OF ALL AGES INCLUDING STUDENTS, DOWNTOWN RESIDENTS/BUSINESS PEOPLE, SENIOR CITIZEN GROUPS, AND OUT OF TOWN VISITORS. DUE TO THE COVID-19 RESTRICTIONS, WE WERE ONLY ABLE TO PRESENT SIX OF THESE CONCERTS LIVE BUT AIRED FOUR VIRTUAL "BACH AT NOON" CONCERTS ON OUR YOU TUBE CHANNEL, FACEBOOK PAGE AND LOCAL PBS AFFILIATE STATION, PBS39 IN BETHLEHEM, PA. BEL CANTO YOUTH CHORUS OFFERED THEIR CHORAL VILLAGE CAMP FOR MIDDLE SCHOOL STUDENTS VIRTUALLY THIS SEASON AS WELL AS A WORKSHOP FOR SCHOOL CHORAL DIRECTORS. TO CONTINUE OUTREACH TO OUR AUDIENCE, WE ADDED A NEW COMPONENT IN 2020, TITLED "A MOMENT OF COMFORT, AND PRODUCED 24 MUSICAL INTERLUDES TO DATE, EACH INCLUDING COMMENTARY FROM CONDUCTOR GREG FUNFGELD, AND POSTED THEM ON OUR YOU TUBE CHANNEL AND FACEBOOK PAGE. THESE VIDEOS HAVE RECEIVED SEVERAL THOUSAND VIEWS SINCE THE FIRST WAS POSTED IN APRIL AND PRODUCTIONS WILL CONTINUE, AS RESTRICTIONS ON GATHERINGS AND LIVE CONCERTS ARE IN PLACE. 45557 5678 RECORDINGS, RESEARCH, AND PRESERVATION: TO ENHANCE ACHIEVEMENT OF ITS MISSION, THE BACH CHOIR IS HEARD IN RECORDINGS AND BROADCASTS AROUND THE WORLD, MOST RECENTLY IN A DVD CO-PRODUCED WITH CLASSICAL KIDS - "MR BACH COMES TO CALL" (2007) AND FIVE NEW RECORDINGS ON THE ANALEKTA LABEL " MAGNIFICAT AND GLORIA" (2009), "SONGS OF HOPE" (2011), "SAINT JOHN PASSION"(2012), " A CHILD'S CHRISTMAS IN BETHLEHEM" (2013) AND "BACH AND HANDEL" (2018). THE WORK OF THE BACH CHOIR IS ALSO ENHANCED BY RESEARCH, SCHOLARSHIP, AND ARCHIVAL PRESERVATION. 1169011 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 84 0 1 10 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 X 28 28 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL DC CA CT FL GA IL KY ME MD MA MI NH NJ NY NC OH OR PA SC TN VA WA WI X X X BRIDGET GEORGE 6108664382 440 HECKEWELDER PLACE BETHLEHEM PA 18018 ALFRED J KRUG BOARD MEMBER 1.00 X 0 0 0 ANNETTE THIEL SECRETARY 2.00 X X 0 0 0 ANTHONY THOMPSON ASSISTANT TREASURER 2.00 X X 0 0 0 BARBARA OPPER BOARD MEMBER 1.00 X 0 0 0 CARRIE NEDICK CHOIR REP TO THE BOARD 1.00 X 0 0 0 CHARLES P DANGELMAJER BOARD MEMBER 1.00 X 0 0 0 CHERYL MATHERLY VICE PRESIDENT 5.00 X X 0 0 0 DAVID RUHF BOARD MEMBER 1.00 X 0 0 0 DONALD WERTMAN BOARD MEMBER 1.00 X 0 0 0 ERIKA PETROZELLI BOARD MEMBER 1.00 X 0 0 0 HAROLD G BLACK PRESIDENT 10.00 X X 0 0 0 JACK PAYNE BOARD MEMBER 1.00 X 0 0 0 JANET LOENGARD BOARD MEMBER 1.00 X 0 0 0 JENNIFER O'DONNELL BOARD MEMBER 1.00 X 0 0 0 JIM HARBAUGH BOARD MEMBER 1.00 X 0 0 0 JAMES HORVATH TREASURER 5.00 X X 0 0 0 JOAN M MORAN BOARD MEMBER 1.00 X 0 0 0 JOANNE M REGINA PHD BOARD MEMBER 1.00 X 0 0 0 JULIE MACOMB BOARD MEMBER 1.00 X 0 0 0 KATE RACCULIA CHOIR REP TO THE BOARD 1.00 X 0 0 0 KURT ANCHORSTAR CHOIR REP TO THE BOARD 1.00 X 0 0 0 LARRY LIPKIS BOARD MEMBER 2.00 X 0 0 0 PATTY ALERCIA BOARD MEMBER 2.00 X 0 0 0 PETER YOUNG CHOIR REP TO THE BOARD 1.00 X 0 0 0 REV HOPETON CLENNON VICE PRESIDENT 5.00 X X 0 0 0 SHELDON W DEAN ASSISTANT SECRETARY 2.00 X X 0 0 0 BRIDGET GEORGE EXECUTIVE DIRECTOR 50.00 X 98200 0 6500 GREG FUNFGELD ARTISTIC DIRECTOR 40.00 X 144327 0 9125 242527 0 15625 1 0 1 0 0 61838 33395 1018853 174060 1114086 EUROPEAN TOUR 711130 277361 277361 PERFORMANCES 711130 123466 123466 TUITION 711130 20836 20836 RECORDINGS AND MISC. SALES 711130 5678 5678 427341 240892 240892 2637581 2756180 -118599 -118599 -118599 41370 61838 74739 -33369 -33369 1630351 427341 0 88924 X 270089 195959 37065 37065 249627 68159 112040 69428 13841 6921 5749 1171 43966 21983 12750 9233 10806 10806 1709 1709 9512 9512 32593 32593 303930 303930 118212 76838 41374 61829 61829 37693 37693 433810 425808 8002 13679 12236 1443 5696 5696 PRODUCTION EXPENSES 54986 54986 LEADERSHIP TRANSITION 6034 6034 MISCELLANEOUS 2191 2191 1670203 1169011 342921 158271 136747 328671 100852 26063 54484 53057 326666 316362 22327 10304 8117406 8009215 281420 21376 8713236 8448686 100000 100453 100000 100453 X 5377315 5097263 3235921 3250970 8613236 8348233 8713236 8448686 -39852 -225151 0 X X 0 1 X 1 0 X 767213 858091 1288028 1056047 1114086 5083465 767213 858091 1288028 1056047 1114086 5083465 441529 4641936 206720 280756 284440 373950 240892 1386758 6470223 1476160 0.71740 0.71260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8243539 295425 -137973 370400 8030591 7961142 164157 473240 355000 8243539 7403889 184113 456695 345590 7961142 6862553 127375 751071 337110 7403889 6921204 105853 206696 371500 6862553 0.60000 0.00000 0.40000 0 0 66404 64309 2095 260262 252053 8209 10304 X 1447346 -225151 74739 -150412 1597758 32593 32593 1630351 1712349 74739 74739 1637610 32593 32593 1670203 PART X, LINE 2: BACH CHOIR OF BETHLEHEM IS AN ORGANIZATION RECOGNIZED AS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE STATUTES. NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. FOR THE YEAR ENDED JUNE 30, 2020, THE ORGANIZATION DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN, WHICH WOULD REQUIRE ADJUSTMENTS OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS POTENTIALLY SUBJECT TO FEDERAL, STATE AND LOCAL EXAMINATIONS FOR YEARS SUBSEQUENT TO JUNE 30, 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT ACTIVITY 74,739. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT ACTIVITY 74,739. BACH CHOIR GALA 103208 61838 41370 2085 13849 30000 28805 103208 61838 41370 2085 13849 30000 28805 74739 -33369 X X X X X 0 0 0 0 0 0 0 0 0 GREG FUNFGELD ARTISTIC DIRECTOR 144327 0 0 0 0 0 0 0 9125 0 153452 0 0 0 X 7 174060 FMV 0 0 0 FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE MISSION OF THE BACH CHOIR OF BETHLEHEM AND ITS BACH FESTIVAL ORCHESTRA IS TO PERFORM THE WORKS OF JOHANN SEBASTIAN BACH AND TO PROMOTE AND ENCOURAGE APPRECIATION OF THE AESTHETIC AND SPIRITUAL VALUE OF BACH'S MUSIC, WHILE STRIVING FOR THE HIGHEST STANDARDS OF MUSICAL EXCELLENCE. THIS MISSION IS TO BE ACHIEVED BY ENGAGING OUR AUDIENCE--LOCALLY, NATIONALLY, AND INTERNATIONALLY--THROUGH EDUCATION AND PERFORMANCE, INCLUDING WORKS BY COMPOSERS WHO INFLUENCED BACH AND WERE INFLUENCED BY HIM, AND THE PROGRAMS OF OUR BEL CANTO YOUTH CHORUS. TOGETHER, WE CULTIVATE A LIFELONG PASSION FOR THE CHORAL ARTS. FORM 990, PART III, LINE 2 TO CONTINUE OUR OUTREACH TO OUR AUDIENCE, WE HAVE ADDED A NEW COMPONENT TO OUR SEASON, TITLED "A MOMENT OF COMFORT", AND HAVE PRODUCED 24 MUSICAL INTERLUDES TO DATE, EACH INCLUDING COMMENTARY FROM CONDUCTOR GREG FUNFGELD, AND POSTED THEM ON OUR YOU TUBE CHANNEL AND FACEBOOK PAGE. THESE VIDEOS HAVE RECEIVED SEVERAL THOUSAND VIEWS SINCE THE FIRST WAS POSTED IN APRIL AND PRODUCTIONS WILL CONTINUE, AS RESTRICTIONS ON GATHERINGS AND LIVE CONCERTS ARE IN PLACE. FORM 990, PART III, LINE 3 THE COVID-19 OUTBREAK RESTRICTIONS NECESSITATED AN ABBREVIATED 2019-2020 CONCERT SEASON. FORM 990, PART VI, SECTION A, LINE 7A MEMEBERS (SINGERS) OF THE BACH CHOIR ELECT FOUR CHOIR REPRESENTATIVES TO THE BOARD TO BE VOTING MEMBERS OF THE BOARD FOR A LIMIT OF TWO CONSECUTIVE TWO-YEAR TERMS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED IN ITS ENTIRETY BY THE AUTHORIZED FINANCE COMMITTEE OF THE BOARD. THE 990 IS THEN DISTRIBUTED TO THE ENTIRE BOARD IN THE PACKET FOR THE SEPTEMBER BOARD MEETING. THIS IS FOR REVIEW PRIOR TO THE 990 BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THIS POLICY APPLIES TO BOARD MEMBERS, STAFF AND CERTAIN VOLUNTEERS OF THE BACH CHOIR, REFERRED COLLECTIVELY TO AS "INTERESTED PARTIES" HEREAFTER. A VOLUNTEER IS COVERED UNDER THIS POLICY IF THAT PERSON HAS BEEN GRANTED INDEPENDENT DECISION MAKING AUTHORITY WITH RESPECT TO MONIES, EVENTS, PROPERTY, ACTIVITIES OR OTHER RESOURCES OF THE BACH CHOIR. THIS DETERMINATION SHALL BE MADE BY THE EXECUTIVE DIRECTOR. IT IS THE POLICY OF THE BACH CHOIR THAT AN INTERESTED PARTY DISCLOSE IN ADVANCE IN DETAIL ANY OF HIS OR HER ACTIVITIES OR INTERESTS THAT MAY CONFLICT OR APPEAR TO CONFLICT WITH THE BACH CHOIR'S BEST INTEREST. ANY INTERESTED PARTY KNOWINGLY VIOLATING THIS POLICY IS SUBJECT TO ACTIONS WHICH MAY INCLUDE REPRIMAND, SUSPENSION, OR DISMISSAL FROM HIS OR HER CURRENT POSITION WITH THE BACH CHOIR. ALL INTERESTED PARTIES WILL COMPLETE A COMPLIANCE STATEMENT, EACH YEAR STATING THAT THEY HAVE READ, UNDERSTOOD, AND COMPLIED WITH THIS POLICY. THE PRESIDENT OF THE BOARD OF MANAGERS AND THE EXECUTIVE DIRECTOR ARE PRIMARILY RESPONSIBLE FOR ADMINISTERING THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE AUTHORIZED PERSONNEL COMMITTEE OF THE BOARD ANNUALLY REVIEWS THE COMPENSATION FOR THE EXECUTIVE DIRECTOR (ED) AND ARTISTIC DIRECTOR AND CONDUCTOR OF THE THE BACH CHOIR (ADC) AS WELL AS OTHER STAFF POSITIONS. COMPENSATION IS REGULARLY REVIEWED AGAINST COMPARABILITY DATA WITH SUBSTANTIATION OF DELIBERATON AND DECISION. COMPENSATION OF THE ED AND ADC IS RECOMMENDED BY THE PERSONNEL COMMITTEE TO THE FULL BOARD FOR APPROVAL BEFORE THE BUDGET FOR THE FOLLOWING FISCAL YEAR, INCLUDING TOTAL EMPLOYMENT, IS APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 18 THE 990 IS AVAILABLE ON OUR OWN WEBSITE AND ON WEBSITES SUCH AS GUIDESTAR. IT IS PROVIDED WITH THE BCO AND URS FOR REGISTRATION AS A CHARITABLE ORGANIZATION AND TO FUNDING OR OTHER ORGANIZATIONS UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. IN ADDITION, THE ORGANIZATION INCLUDES THE FOLLOWING STATEMENT ON ISSUES OF "BACH CHOIR NEWS", SOLICITATION MATERIALS AND ON THE ORGANIZATION'S WEBSITE. THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION FOR THE BACH CHOIR OF BETHLEHEM MAY ALSO BE OBTAINED FROM THE PENNSYLVANIA DEPARTEMENT OF STATE BY CALLING TOLL FREE WITHIN PENNSYLVANIA , 1-800-732-0999. FORM 990, PART IX, LINE 11G MUSICIAN FEES: PROGRAM SERVICE EXPENSES 235,416. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 235,416. PRODUCTION: PROGRAM SERVICE EXPENSES 24,129. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,129. MUSICIAN STAFF FEES: PROGRAM SERVICE EXPENSES 44,385. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,385. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.