2020-01-15T15:35:24-06:00 2019-02-28 231386942 CAMPBELL RAPPOLD & YURASITS LLP 1033 S CEDAR CREST BLVD ALLENTOWN PA 181035443 990 2018-03-01 232741808 HISTORIC BETHLEHEM PARTNERSHIP INC HIST 6108820450 74 WEST BROAD STREET NO 310 BETHLEHEM PA 180185830 LORIANN WUKITSCH VICE PRESIDENT 6108820450 2020-01-14 1 MARC A BRINKER CPA P01040599 6104357489 2020-01-14 216.164.169.90 2020-01-14 19:20:36 ES P 0D3607FB9F607AD1F561058E37191842EA3672BC 194693A4EA675621AB8201BEFD0D3C96260BCA09 2018 2020-09-23 17:36:50Z LORIANN WUKITSCH 74 WEST BROAD STREET NO 310 BETHLEHEM PA 180185830 1503844 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. 33 33 62 894 0 0 437659 807811 236496 259619 11816 11359 304096 171435 990067 1250224 0 0 0 0 629623 640930 0 0 197316 398851 491736 1028474 1132666 -38407 117558 1345493 1481649 709256 685023 636237 796626 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 736410 293759 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. 736410 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 46 0 1 62 1 0 0 0 0 0 0 0 0 0 0 0 0 X 33 33 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 ANNE RAMPOLLA CHAIRPERSON 2.00 6.00 X X 0 0 0 BRIAN SABOL TREASURER 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 NANCY AHLUM TRUSTEE 2.00 6.00 X 0 0 0 ROBERT ALBERT TRUSTEE 2.00 6.00 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 MARY BROWN 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 RICHARD GROMAN TRUSTEE 2.00 6.00 X 0 0 0 BARBARA HOLLENBACH TRUSTEE 2.00 6.00 X 0 0 0 CARLA KEVITCH TRUSTEE 2.00 6.00 X 0 0 0 JOSEPH KOCHANASZ 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 WINNIE MELINSKY TRUSTEE 2.00 6.00 X 0 0 0 ERICA MILLER TRUSTEE 2.00 6.00 X 0 0 0 KEN MOHR TRUSTEE 2.00 6.00 X 0 0 0 ELLEN NEUBAUER TRUSTEE 2.00 6.00 X 0 0 0 BARRY PELL 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 JOEL ROSENFELD TRUSTEE 2.00 6.00 X 0 0 0 LIZ SCOFIELD TRUSTEE 2.00 6.00 X 0 0 0 JARED SOUDERS TRUSTEE 2.00 6.00 X 0 0 0 JENNIFER VAN DE VOORDE TRUSTEE 2.00 6.00 X 0 0 0 CHRISSIE WAGNER TRUSTEE 2.00 6.00 X 0 0 0 CHARLENE DONCHEZ MOWERS PRESIDENT 40.00 8.00 X 67850 0 5315 67850 0 5315 0 0 0 0 0 183373 147500 20445 456493 807811 HISTORICAL TOURS 900099 149150 149150 ADMISSIONS 900099 110469 110469 259619 11359 11359 30774 0 30774 30774 30774 314283 147500 207762 106521 106521 76753 45858 30895 30895 MISCELLANEOUS 900099 3245 3245 3245 1250224 293759 0 148654 73168 18292 36585 18291 449410 289656 69564 90190 7639 4431 1604 1604 63430 37324 12850 13256 47283 25556 11571 10156 89000 53400 17800 17800 95166 57100 19033 19033 1812 1812 7197 4319 1439 1439 13383 13383 40704 24422 8141 8141 7955 7955 5760 5760 614 614 11650 6640 2563 2447 33321 18659 8997 5665 TOURISM 47112 47112 REPAIRS AND MAINTENANCE 42775 42775 VOLUNTEERS 29799 29799 SUPPLIES 28399 21714 6685 37089 27499 6981 2609 1132666 736410 198940 197316 611241 751816 122741 139210 179456 180266 27664 33298 4224 9328 125841 96448 33148 29393 367019 338338 1345493 1481649 162102 251111 32374 30296 111163 0 403617 403616 709256 685023 X -37618 57409 383536 444998 290319 294219 636237 796626 1345493 1481649 X 117558 471 42360 X X 0 1 X 1 0 X 392099 352635 472954 437659 807811 2463158 289090 256118 355636 377582 367146 1645572 681189 608753 828590 815241 1174957 4108730 0 0 0 4108730 9639 9027 7170 11816 11359 49011 9639 9027 7170 11816 11359 49011 322713 334207 403068 461275 317528 1838791 1013541 951987 1238828 1288332 1503844 5996532 0.68520 0.68810 0.00820 0.00910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 356238 3900 9203 19950 349391 346375 1049 29390 20576 356238 322751 2100 40225 18701 346375 370861 -28341 19769 322751 376623 21580 27342 370861 0.00000 0.84210 0.15790 0 0 125841 96448 29393 29393 EQUITY SECURITIES 233293 F FIXED INCOME 105045 F 338338 DUE TO AFFILIATES 403616 403616 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, 2019. 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 111175 2500 108675 63577 HOLIDAY DINNER 161687 145000 16687 79489 5 188921 188921 64697 461783 147500 314283 207763 207763 106520 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 42,360. 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 10 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