2018-01-16T16:23:26-06:00 2017-02-28 231386942 CAMPBELL RAPPOLD & YURASITS LLP 1033 S CEDAR CREST BLVD ALLENTOWN PA 181035443 990 2016-03-01 232741808 HISTORIC BETHLEHEM PARTNERSHIP INC HIST 6108820450 74 WEST BROAD STREET NO 260 BETHLEHEM PA 180185830 CHARLENE DONCHEZ MOWERS VICE PRESIDENT 6108820450 2018-01-16 1 MARC A BRINKER CPA P01040599 6104357489 2018-01-16 216.164.169.90 2018-01-16 16:15:33 ES P 4D3A310A9D684EFAD62B19278196F088BF401549 B1105130FD08A8207ADD94A2FFDFDAD22829253E 2016 2021-01-29 14:40:06Z LORIANN WUKITSCH 74 WEST BROAD STREET NO 260 BETHLEHEM PA 180185830 1238828 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. 30 30 63 900 0 0 352635 472954 178047 229987 9027 7170 200286 264426 739995 974537 0 0 0 0 599462 608090 0 0 170825 339265 360389 938727 968479 -198732 6058 1256794 1253847 673906 684355 582888 569492 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 622228 271232 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. 622228 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 63 1 0 0 0 0 0 0 0 0 0 0 X 30 30 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 260 BETHLEHEM PA 18018 MARK CONNAR TRUSTEE 2.00 6.00 X 0 0 0 JUDY DOUGHTERY TRUSTEE 2.00 6.00 X 0 0 0 BARBARA HOLLENBACH TRUSTEE 2.00 6.00 X 0 0 0 CYNTHIA KOSSO TRUSTEE 2.00 6.00 X 0 0 0 WILLIAM H LEHR VICE CHAIRPERSON 2.00 6.00 X X 0 0 0 CARLA KEVITCH TRUSTEE 2.00 6.00 X 0 0 0 AUGUSTINE MOFFITT TRUSTEE 2.00 6.00 X 0 0 0 ERICA MILLER TRUSTEE 2.00 6.00 X 0 0 0 JOEL C ROSENFELD TRUSTEE 2.00 6.00 X 0 0 0 FRANK KANE TRUSTEE 2.00 6.00 X 0 0 0 JARED SOUDERS TRUSTEE 2.00 6.00 X 0 0 0 CHRISSIE WAGNER TRUSTEE 2.00 6.00 X 0 0 0 THOMAS RIDDLE 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 WINNIE MELINKSY TRUSTEE 2.00 6.00 X 0 0 0 CAROL SAEGAR TRUSTEE 2.00 6.00 X 0 0 0 ANNE RAMPOLLA CHAIRPERSON 2.00 6.00 X X 0 0 0 BRIAN SABOL TREASURER 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 MARY ANN DYER TRUSTEE 2.00 6.00 X 0 0 0 JOHN MARCON TRUSTEE 2.00 6.00 X 0 0 0 DANIEL MCCARTHY TRUSTEE 2.00 6.00 X 0 0 0 JOHN LYCHAK TRUSTEE 2.00 6.00 X 0 0 0 JOSEPH KOCHANASZ TRUSTEE 2.00 6.00 X 0 0 0 AMY THOMPSON TRUSTEE 2.00 6.00 X 0 0 0 KEN MOHR TRUSTEE 2.00 6.00 X 0 0 0 SHEELA DONCHEZ SECRETARY 2.00 6.00 X X 0 0 0 JOHN ALOGNA 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 137483 46825 96464 192182 472954 HISTORICAL TOURS 900099 141629 141629 ADMISSIONS 900099 88358 88358 229987 7170 7170 15694 0 15694 15694 15694 403040 46825 195553 207487 207487 109955 68738 41217 41217 MISCELLANEOUS 900099 28 28 28 974537 271232 0 230351 73168 18293 36582 18293 423478 289536 57404 76538 8114 5827 720 1567 55434 32787 11083 11564 47896 27780 10058 10058 83300 49980 16660 16660 37500 22500 7500 7500 2400 2400 13042 7826 2608 2608 13150 13150 48705 29223 9741 9741 2321 2321 3264 3264 3984 3984 9739 5551 2143 2045 34321 19220 9267 5834 TOURISM 32424 32424 SUPPLIES 25141 19552 5589 REPAIRS AND MAINTENANCE 11175 11175 EQUIPMENT RENTAL AND MA 10822 3788 5952 1082 29101 24047 3308 1746 968479 622228 175426 170825 535321 522227 125591 117541 185063 179456 23202 24966 11278 8492 117946 74221 44559 43725 331780 357440 1256794 1253847 136613 141886 32734 33910 111163 111163 393396 397396 673906 684355 X -139630 -57331 399767 337553 322751 289270 582888 569492 1256794 1253847 X 6058 36564 -56018 X X 0 1 X 1 0 X 267651 303534 392099 352635 472954 1788873 178083 224042 289090 256118 355636 1302969 445734 527576 681189 608753 828590 3091842 0 0 0 3091842 19970 8054 9639 9027 7170 53860 19970 8054 9639 9027 7170 53860 1660 322713 334207 403068 1061648 465704 537290 1013541 951987 1238828 4207350 0.73490 0.79350 0.01280 0.01770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 322751 2100 40225 18701 346375 370861 -28341 19769 322751 376623 21580 27342 370861 335090 1927 48460 8854 376623 327734 1450 25589 19683 335090 0.00000 0.83510 0.16490 0 0 117946 74221 43725 43725 EQUITY SECURITIES 238728 F FIXED INCOME 118712 F 357440 DUE TO AFFILIATES 397396 397396 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, 2017. 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 103673 1850 101823 59544 HOLIDAY DINNER 241708 44975 196733 78573 5 104484 104484 57436 449865 46825 403040 195553 195553 207487 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 2006-2007 SALARY STUDY FROM THE MUSEUM OF NEW YORK. 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 -56,018. 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 260 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 260 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 260 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 260 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