2019-10-15T12:34:56-05:00 2019-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2018-07-01 240795385 BACH CHOIR OF BETHLEHEM BACH 6108664382 440 HECKEWELDER PLACE BETHLEHEM PA 18018 JIM HORVATH TREASURER 6108664382 2019-10-10 1 CHRISTOPHER M PEKULA P00734965 2154414600 64.55.30.226 2019-10-10 10:05:51 ED P 328CB6161B512ADF2A9430E35229F2005A8C123A 1A872BF68CA928B579AC6ADC0F1CE4B78C1A1859 2018 2020-01-14 16:20:31Z BRIDGET GEORGE 440 HECKEWELDER PLACE BETHLEHEM PA 18018 11152118 0 X WWW.BACH.ORG X 1945 PA PROMOTE APPRECIATION OF THE MUSIC OF JOHANN SEBASTIAN BACH THROUGH PERFORMANCE AND EDUCATION. 27 27 7 200 0 0 1288028 1056047 254014 382454 424871 481971 -23434 -10387 1943479 1910085 10000 750 0 0 503569 546961 0 0 158350 831938 1000656 1345507 1548367 597972 361718 8236329 8713236 0 100000 8236329 8613236 X SEE SCHEDULE O 1 1 643772 341070 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, PRESENTED A CONCERT SEASON OF 19 TICKETED CONCERTS FOR MORE THAN 7,000 PEOPLE FROM 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 SEASON ALSO INCLUDES TOURING PERFORMANCES INCLUDING THE BEL CANTO YOUTH CHORUS TOUR TO ENGLAND (2019) AND A BACH CHOIR TOUR TO EUROPE PLANNED FOR JUNE 2020 INCLUDING A FEATURED PERFORMANCE AT THE LEIPZIG BACHFEST. 391300 750 32514 EDUCATIONAL OUTREACH - 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. 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. BEL CANTO YOUTH CHORUS OFFERS A CHORAL VILLAGE CAMP FOR MIDDLE SCHOOL STUDENTS AND A WORKSHOP FOR SCHOOL CHORAL DIRECTORS. 33857 8870 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. 1068929 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 95 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 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 BOARD MEMBER 1.00 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 BEN WATSON CHOIR REP TO THE BOARD 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 BOARD MEMBER 1.00 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 EVIE L ROONEY 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 3.00 X 0 0 0 JIM HORVATH BOARD MEMBER 1.00 X 0 0 0 JOAN M MORAN VICE PRESIDENT 2.00 X X 0 0 0 JOANNE M REGINA PHD BOARD MEMBER 1.00 X 0 0 0 JOHN SULLIVAN CHOIR REP TO THE BOARD 1.00 X 0 0 0 JULIE MACOMB BOARD MEMBER 3.00 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 1.00 X 0 0 0 LUCY PERUSSE CHOIR REP TO THE BOARD 1.00 X 0 0 0 NELSON G MARKLEY TREASURER 5.00 X X 0 0 0 PAUL A FLORENZ VICE PRESIDENT 5.00 X X 0 0 0 PETER YOUNG CHOIR REP TO THE BOARD 1.00 X 0 0 0 SHELDON W DEAN SECRETARY 2.00 X X 0 0 0 BRIDGET GEORGE EXECUTIVE DIRECTOR 50.00 X 99771 0 4795 GREG FUNFGELD ARTISTIC DIRECTOR 40.00 X 154907 0 24596 254678 0 29391 1 0 1 0 0 46693 53645 955709 155281 1056047 PERFORMANCES 711130 182116 182116 EUROPEAN TOUR 711130 158954 158954 TUITION 711130 32514 32514 RECORDINGS AND MISC. SALES 711130 8870 8870 382454 373950 373950 9293424 9185403 108021 108021 108021 46243 46693 56630 -10387 -10387 1910085 382454 0 471584 X 750 750 275087 189270 42909 42908 220385 59905 101713 58767 16698 8219 7111 1368 34791 16700 10785 7306 11569 11569 4967 4967 12290 12290 381258 381258 125717 80991 44726 62070 62070 40907 40907 206564 196178 10386 14577 11100 3477 5565 5565 PRODUCTION EXPENSES 121737 121737 LEADERSHIP TRANSITION 7339 7339 MISCELLANEOUS 6096 2821 3275 1548367 1068929 321088 158350 59028 136747 136472 100852 44341 54484 325010 302683 35451 22327 7939662 8117406 21375 281420 8236329 8713236 0 100000 0 100000 X 5195335 5377315 3040994 3235921 8236329 8613236 8236329 8713236 361718 15189 0 X X 0 1 X 1 0 X 1086615 767213 858091 1288028 1056047 5055994 1086615 767213 858091 1288028 1056047 5055994 606409 4449585 42203 206720 280756 284440 373950 1188069 6244063 1244436 0.71260 0.64610 X 7961142 164157 473240 355000 8243539 7403889 184113 456695 345590 7961142 6862553 127375 751071 337110 7403889 6921204 105853 206696 371500 6862553 6736432 442905 42167 300300 6921204 0.61000 0.00000 0.39000 0 0 66404 61653 4751 258606 241030 17576 22327 X 1981904 15189 56630 71819 1910085 0 1910085 1604997 56630 56630 1548367 0 1548367 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, 2019, 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, 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 56,630. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 56,630. BACH CHOIR GALA 92936 46693 46243 2576 20000 20012 14042 92936 46693 46243 2576 20000 20012 14042 56630 -10387 0 0 0 0 0 0 0 0 0 GREG FUNFGELD ARTISTIC DIRECTOR 154907 0 0 0 0 0 0 0 24596 0 179503 0 0 0 X 1 25524 FMV X 1 129757 APPRAISAL 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 IN JULY 2018, THE BACH CHOIR OF BETHLEHEM AQUIRED THE BEL CANTO YOUTH CHORUS WHICH HAS EXPANDED THE EDUCATION AND COMMUNITY ENGAGEMENT ACTIVITIES OF THE BACH CHOIR. NEW ACTIVITIES INCLUDE YOUTH CHORUS PERFORMANCES, A CHORAL VILLAGE SUMMER CAMP FOR MIDDLE SCHOOL CHILDREM, AND A SCHOOL MUSIC DIECTORS WORKSHOP. FORM 990, PART III, LINE 3 THE ADDITION OF BEL CANTO YOUTH CHORUS PROGRAMS AND COLLABORATIONS FURTHER THE BACH CHOIR'S IMPACT ON TRAINING THE NEXT GENERATION OF CHORAL SINGERS AND CULTIVATING A LIFELONG PASSION FOR THE CHORAL ARTS AND THE MUSIC OF BACH IN DIVERSE COMMUNITIES. 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 312,785. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 312,785. PRODUCTION: PROGRAM SERVICE EXPENSES 23,429. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,429. MUSICIAN STAFF FEES: PROGRAM SERVICE EXPENSES 45,044. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,044. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.