2018-10-15T14:26:10-05:00 2018-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2017-07-01 240795385 BACH CHOIR OF BETHLEHEM BACH 6108664382 440 HECKEWELDER PLACE BETHLEHEM PA 18018 BRIDGET GEORGE TREASURER 6108664382 2018-10-11 1 CHRISTOPHER M PEKULA P00734965 2154414600 64.55.30.226 2018-10-11 12:30:59 ED P A784698B36C1CCCF720A42ED971C1A0062FE5F8A A784698B36C1CCCF720A42ED971C1A0062FE5F8A 2017 2018-06-14 16:35:46Z BRIDGET GEORGE 440 HECKEWELDER PLACE BETHLEHEM PA 18018 3892218 0 X WWW.BACH.ORG X 1945 PA PROMOTE APPRECIATION OF THE MUSIC OF JOHANN SEBASTIAN BACH THROUGH PERFORMANCE AND EDUCATION. 27 27 6 150 0 0 823103 1288028 203668 254014 348728 424871 -1191 -23434 1374308 1943479 8500 10000 0 0 485391 503569 0 0 144028 708962 831938 1202853 1345507 171455 597972 7606180 8236329 0 0 7606180 8236329 X SEE SCHEDULE O 0 0 523204 246860 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 16 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, AND GALA CONCERTS. 279000 10000 EDUCATIONAL OUTREACH - THE BACH CHOIR ALSO 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 AND BUSINESS PEOPLE, SENIOR CITIZEN GROUPS, AND OUT OF TOWN VISITORS. 101612 7154 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 FOUR 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" TO BE RELEASED IN OCTOBER 2018. THE WORK OF THE BACH CHOIR IS ALSO ENHANCED BY RESEARCH, SCHOLARSHIP, AND ARCHIVAL PRESERVATION. THE WORK OF THE BACH CHOIR IS ALSO ENHANCED BY RESEARCH, SCHOLARSHIP, AND ARCHIVAL PRESERVATION. 903816 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 60 0 1 6 1 0 0 0 0 0 1 1 0 0 0 0 X 27 27 0 0 1 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 HAROLD G BLACK PRESIDENT 10.00 X X 0 0 0 PAUL A FLORENZ VICE PRESIDENT 5.00 X X 0 0 0 JOAN M MORAN VICE PRESIDENT 2.00 X X 0 0 0 SHELDON W DEAN SECRETARY 2.00 X X 0 0 0 NELSON G MARKLEY TREASURER 5.00 X X 0 0 0 ANTHONY THOMPSON ASSISTANT TREASURER 2.00 X X 0 0 0 PATTY ALERCIA BOARD MEMBER 1.00 X 0 0 0 THE RT REV C HOPETON CLENNON BOARD MEMBER 1.00 X 0 0 0 CHARLES P DANGELMAJER BOARD MEMBER 1.00 X 0 0 0 JIM HARBAUGH BOARD MEMBER 1.00 X 0 0 0 JANE KAPINAS BOARD MEMBER 1.00 X 0 0 0 ALFRED J KRUG BOARD MEMBER 1.00 X 0 0 0 LARRY LIPKIS BOARD MEMBER 1.00 X 0 0 0 JANET LOENGARD BOARD MEMBER 1.00 X 0 0 0 JULIE MACOMB BOARD MEMBER 1.00 X 0 0 0 CHERYL MATHERLY BOARD MEMBER 1.00 X 0 0 0 EDWARD F MEEHAN BOARD MEMBER 1.00 X 0 0 0 JENNIFER O'DONNELL BOARD MEMBER 1.00 X 0 0 0 BARBARA OPPER BOARD MEMBER 1.00 X 0 0 0 JACK PAYNE BOARD MEMBER 1.00 X 0 0 0 JOANNE M REGINA PHD BOARD MEMBER 1.00 X 0 0 0 EVIE L ROONEY 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 JOHN SULLIVAN CHOIR REP TO THE BOARD 1.00 X 0 0 0 LUCY PERUSSE CHOIR REP TO THE BOARD 1.00 X 0 0 0 ANNETTE THIEL CHOIR REP TO THE BOARD 1.00 X 0 0 0 BEN WATSON CHOIR REP TO THE BOARD 1.00 X 0 0 0 BRIDGET GEORGE EXECUTIVE DIRECTOR 50.00 X 95000 0 5941 GREG FUNFGELD ARTISTIC DIRECTOR 35.00 X 139505 0 28645 234505 0 34586 1 0 1 0 0 55336 52020 1180672 1288028 PERFORMANCES 711130 246860 246860 RECORDINGS AND MISC. SALES 711130 7154 7154 254014 284440 284440 1997238 1856807 140431 140431 140431 68498 55336 91932 -23434 -23434 1943479 254014 0 401437 X 10000 10000 271409 170468 60565 40376 185439 47180 86685 51574 14482 7115 6525 842 32239 16442 8382 7415 11922 6165 5757 9765 9765 408279 408279 125203 81382 43821 61318 61318 40050 40050 25362 14892 10470 16860 13362 3498 4648 4648 PRODUCTION EXPENSES 118531 118531 MISCELLANEOUS 10000 10000 1345507 903816 297663 144028 76839 59028 26174 136472 46958 44341 323557 288106 52311 35451 7382527 7939662 21371 21375 7606180 8236329 0 0 X 4832387 5195335 2773793 3040994 7606180 8236329 7606180 8236329 597972 32177 0 X X 0 1 X 1 0 X 689561 1086615 767213 858091 1302923 4704403 689561 1086615 767213 858091 1302923 4704403 510373 4194030 973274 42203 206720 280756 284440 1787393 6491796 1097130 0.64610 0.63990 X 7403889 446148 456695 345590 7961142 6862553 127375 751071 337110 7403889 6921204 105853 206696 371500 6862553 6736432 442905 42167 300300 6921204 5973380 89681 973252 299881 6736432 0.62330 0.00000 0.37670 0 0 66404 59062 7342 257153 229044 28109 35451 X 2074123 32177 6535 91932 130644 1943479 0 1943479 1443974 6535 91932 98467 1345507 0 1345507 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, 2018, 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, 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 91,932. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 91,932. CORPORATE GALA 123834 55336 68498 2475 19278 40000 30179 123834 55336 68498 2475 19278 40000 30179 91932 -23434 1 BEL CANTO YOUTH CHORUS 440 HECKEWELDER PLACE BETHLEHEM PA 18018 232752110 501(C)(3) 10000 GENERAL OPERATIONAL ASSISTANCE 1 PART I, LINE 2: THE GRANT EXPENSE IS TO THE BEL CANTO YOUTH CHORUS, CLOSELY AFFILIATED WITH THE BACH CHOIR AND HOUSED IN THE SAME OFFICES. THE BEL CANTO FINANCES AND GRANT EXPENDITURES HAVE OVERSIGHT FROM THE BACH CHOIR EXECUTIVE DIRECTOR AND FINANCE AND BUSINESS MANAGER. 0 0 0 0 0 0 0 0 0 GREG FUNFGELD ARTISTIC DIRECTOR 139505 0 0 0 0 0 0 0 28645 0 168150 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 VI, SECTION A, LINE 4 THE MISSION WAS CHANGED TO INCLUDE THE BACH CHOIR'S BEL CANTO YOUTH CHORUS. SEE CORE FORM I-III 1. THE NEW MISSION WILL BE INCORPORATED INTO THE BY-LAWS AFTER JULY 1, 2018, WHICH IS THE EFFECTIVE DATE OF THE MERGER OF THE BEL CANTO YOUTH CHORUS WITH THE BACH CHOIR. 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 373,731. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 373,731. PRODUCTION: PROGRAM SERVICE EXPENSES 34,548. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,548. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.