2014-08-15T13:18:21-05:00 2013-12-31 810586972 REINHART & CO CPA'S 109 EAST PHILADELPHIA AVE BOYERTOWN PA 19512 990 2013-01-01 232616282 BOYERTOWN MUSEUM OF HISTORIC VEHICLES BOYE 6103672090 85 SOUTH WALNUT STREET BOYERTOWN PA 19512 BERNARD HOFMANN PRESIDENT 6103672090 2014-08-14 1 BARBARA AKINS-REIGNER CPA P00614262 6103672028 2013 2015-11-30 17:44:51Z BERNARD HOFMANN 85 SOUTH WALNUT STREET BOYERTOWN PA 19512 1199036 0 X WWW.BOYERTOWNMUSUEM.ORG X 1990 PA TO OPERATE AS A PUBLIC MUSEUM OF TRANSPORTATION VEHICLES AND VEHICLE BUILDERS OF PENNSYLVANIA ; TO COLLECT AND CONSERVE TRANSPORTATION RELATED OBJECTS OF REGIONAL HISTORICAL SIGNIFICANCE AND SERVE AS A REPOSITORY AND LIBRARY FOR MATERIALS RELATED TO THEM; TO EXHIBIT VEHICLES AND OTHER ARTIFACTS; TO CONDUCT PUBLIC PROGRAMS, PROJECTS AND EVENTS FOR THE EDUCATION OF YOUTH AND ADULTS IN THE PUBLIC INTEREST; AND TO STUDY AND TO REPORT AND PUBLISH ON TRANSPORTATION AND VEHICLES RELATED TO PENNSYLVANIA. 25 25 8 60 0 0 558257 590286 9218 19643 266501 228607 9480 3720 843456 842256 0 0 0 0 206959 206536 0 0 6950 213462 250230 420421 456766 423035 385490 7008709 7599075 12227 3738 6996482 7595337 X TO OPERATE AS A PUBLIC MUSEUM OF TRANSPORTATION VEHICLES AND VEHICLE BUILDERS OF PENNSYLVANIA; TO COLLECT AND CONSERVE TRANSPORTATION RELATED OBJECTS OF REGIONAL HISTORICAL SIGNIFICANCE AND SERVE AS A REPOSITORY AND LIBRARY FOR MATERIALS RELATED TO THEM; TO EXHIBIT VEHICLES AND OTHER ARTIFACTS; TO CONDUCT PUBLIC PROGRAMS, PROJECTS AND EVENTS FOR THE EDUCATION OF YOUTH AND ADULTS IN THE PUBLIC INTEREST; AND TO STUDY, REPORT AND PUBLISH ON TRANSPORTATION AND VEHICLES RELATED TO PENNSYLVANIA. 0 0 372495 27425 THE PRESERVATION AND DISPLAY OF HISTORIC VEHICLES AND THE MAINTENANCE OF THE MUSEUM FOR THE PUBLIC DISPLAY OF THESE VEHICLES. 372495 1 1 0 0 0 0 0 1 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 8 1 0 0 0 0 0 0 0 0 X 25 25 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 PA X X CORPORATION 6103672090 85 S WALNUT STREET BOYERTOWN PA 19512 MARIANNE DEERY DIRECTOR 0.50 X 0 0 0 ROBERT H DARE EXECUTIVE COMMITTEE CHAIR 2.50 X X 0 0 0 PIERRE DE MAURIAC DIRECTOR 0.50 X 0 0 0 WILLIAM ENGLE DIRECTOR 0.50 X 0 0 0 PHILIP FLECK DIRECTOR 0.50 X 0 0 0 JOHN J GROCKI VICE PRESIDENT 1.00 X X 0 0 0 BERNARD M HOFMANN PRESIDENT 2.50 X X 0 0 0 THOMAS D LEIDY ESQ DIRECTOR 0.50 X 0 0 0 J MICHAEL LEVENGOOD DIRECTOR 0.50 X 0 0 0 J WILMER HALLMAN DIRECTOR 0.50 X 0 0 0 WILLIAM ROTHERMEL DIRECTOR 0.50 X 0 0 0 DONALD J NEILSON DIRECTOR 0.50 X 0 0 0 DAN OLSEN DIRECTOR 0.50 X 0 0 0 GARY L RHOADS DIRECTOR 0.50 X 0 0 0 GARY T SMULLIN DIRECTOR 0.50 X 0 0 0 DOUGLAS J STRANGE DIRECTOR 0.50 X 0 0 0 JAMES M STRECKER SECRETARY 2.00 X X 0 0 0 RICHARD M TELLAM DIRECTOR 0.50 X 0 0 0 HARRY TUCCI DIRECTOR 0.50 X 0 0 0 MARIE WRIGHT DIRECTOR 0.50 X 0 0 0 JIM SWOPE DIRECTOR 0.50 X 0 0 0 TED MAUER DIRECTOR 0.50 X 0 0 0 JOHN MCCARTHY DIRECTOR/FINANCE 3.00 X 0 0 0 FRANK KAPLAN DIRECTOR 0.50 X 0 0 0 SAUL RIVKIN DIRECTOR 0.50 X 0 0 0 DAVID BEARD EXECUTIVE DIRECTOR (RESIGNED 2/15/13) 40.00 X 13549 0 0 13549 0 0 0 0 0 0 0 11545 5000 573741 590286 MUSEUM ADMISSIONS 900099 19643 19643 19643 209897 209897 450 0 450 450 450 317188 21422 273017 46883 44171 -25461 18710 1422 17288 27936 5000 30576 -2640 -2640 10565 6304 4261 4261 MISCELLANEOUS INCOME 900099 1649 1649 1649 842256 27425 0 224545 13549 10162 3387 175939 147308 24518 4113 2520 2198 322 14528 12074 2139 315 7415 7415 11804 11804 2554 2554 19291 19291 11271 5408 5338 525 297 297 74053 67417 4997 1639 3926 3901 25 366 366 54219 48541 5394 284 22202 19415 2713 74 EXHIBIT/COLLECTION EXPE 29377 29377 MISCELLANEOUS EXPENSES 5984 356 5628 DUES & SUBSCRIPTIONS 3757 3333 424 WHEELS ALONG THE ROAD 3532 3532 182 182 456766 372495 77321 6950 11975 23221 474400 232607 3160 4340 11762 18437 2262416 500939 1687540 1761477 1379872 2038993 3440000 3520000 7008709 7599075 12122 3582 105 156 12227 3738 X 6993108 7593563 3374 1774 6996482 7595337 7008709 7599075 385490 213365 0 X 0 1 X 1 0 X 196737 60281 54489 55805 57484 424796 196737 60281 54489 55805 57484 424796 44516 380280 169297 190110 200131 229528 254518 1043584 780 193 5573 1801 1649 9996 1478376 214029 0.25720 0.34010 X SCHEDULE A, PART IV - UNUSUAL GRANTS THE PUBLIC MUSEUM RECEIVED A LARGE UNEXPECTED CONTRIBUTION TO CARRY ON THE MISSION OF THE MUSEUM WHICH IS BEING TREATED AS AN UNUSUAL GRANT. THE CONTRIBUTION IS NOT MADE BY A PERSON (OR RELATED PERSON) WHO IS IN A POSITION OF AUTHORITY OR WHO HAS THE ABILITY TO EXERCISE CONTROL OVER THE MUSUEM. THE CONTRIBUTION IS IN THE FORM OF CASH. THE MUSEUM IS A PUBLICLY SUPPORTED ORGANIZATION THAT IS ACTIVELY ENGAGED IN A PROGRAM OF ACTIVITIES IN FURTHERANCE OF IT EXEMPT PURPOSE. NO RESTRICTIONS HAVE BEEN IMPOSED BY THE CONTRIBUTOR UPON THE MUSEUM IN CONNECTION WITH THE CONTRIBUTION. THE MUSEUM STRIVES TO ATTRACT MORE PUBLIC SUPPORT EACH YEAR. ADMISSION INCOME TO THE MUSEUM DOUBLED IN 2013. OVER 3,000 PEOPLE ATTENDED THE PUBLIC SPECIAL EVENTS IN 2013. IN 2009, THE MUSEUM RECEIVED A GRANT FROM THE PA DEPARTMENT OF REVENUE. SIMILAR GOVERNMENTAL GRANTS ARE BEING SOUGHT OUT IN THE FUTURE AS WELL AS ADDITIONAL GRANTS FROM FOUNDATIONS. THE BOARD OF DIRECTORS CONTAIN 25 MEMBERS WHO REPRESENT THE BROAD INTERESTS OF THE PUBLIC AND PERSONS HAVING SPECIAL KNOWLEDGE OR EXPERTISE IN HISTORIC VEHICLES AS WELL AS COMMUNITY LEADERS. SCHEDULE A, PART IV, LIST OF UNUSUAL GRANTS: DESCRIPTION: UNRESTRICTED CONTRIBUTION DATE: 01/01/09 AMOUNT: 410836. DESCRIPTION: UNRESTRICTED CONTRIBUTION DATE: 01/01/10 AMOUNT: 504002. DESCRIPTION: UNRESTRICTED CONTRIBUTION DATE: 01/01/11 AMOUNT: 541122. DESCRIPTION: UNRESTRICTED CONTRIBUTION DATE: 01/01/12 AMOUNT: 527434. DESCRIPTION: UNRESTRICTED CONTRIBUTION DATE: 01/01/13 AMOUNT: 561625. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 341803 341803 1779823 442819 1337004 50854 28742 22112 89936 29378 60558 1761477 NATIONAL PENN INVESTORS TRUST 2038993 F 2038993 NOTE RECEIVABLE ON LAND SOLD 3400000 COLLECTIONS ACQUIRED SINCE JANUARY 1, 2011 120000 3520000 SALES TAX PAYABLE 156 156 X 1043817 213365 -11804 201561 842256 0 842256 444962 0 444962 11804 11804 456766 PART III, LINE 1A: VARIOUS COLLECTION ITEMS DONATED OR ON LOAN TO THE MUSEUM ARE NOT INCLUDED ON ITS BALANCE SHEET AND IN ITS REVENUE STATEMENT. PART X, LINE 2: THE ENTITY HAS EVALUATED ITS TAX POSITION AND DETERMINED THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITION THAT MEETS THE CRITERIA UNDER ACCOUNTING STANDARDS CODIFICATION TOPIC 740, INCOME TAXES. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES -11,804. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 11,804. SCHEDULE D, PART VI, LINE 1E - OTHER "OTHER" INCLUDES A TROLLEY AND 2004 CHEVY TRUCK. DURYEA DAY 23879 5000 18879 3868 2500 13182 2 9056 9056 1943 9082 32935 5000 27935 3868 1943 2500 22264 30575 -2640 X X 0 0 0 0 0 0 0 0 0 NHD 280 LLC NHD, LLC IS OWNED BY A BOARD OF DIRECTOR OF THE MUSEUM. FINANCE SALE OF FARMLAND & BUILDING X 3400000 3400000 0 1 1 3400000 FORM 990, PART VI, SECTION A, LINE 2 JAMES STRECKER (SON-N-LAW) AND BILL ENGLE (FATHER-N-LAW), BOTH ARE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 OPERATIONS MANAGER AND EXECUTIVE COMMITTEE OF THE BOYERTOWN MUSEUM OF HISTORIC VEHICLES REVIEWED THE FORM 990 BEFORE SENDING IT TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C AT THE JANUARY BOARD MEETING, BOARD MEMBERS ARE GIVEN THE CONFLICT OF INTEREST POLICY TO COMPLETE. THE OFFICE MANAGER FOLLOWS UP WITH BOARD MEMBERS WHO DID NOT RETURN THE COMPLETED AND SIGNED FORM. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE TO PUBLIC INSPECTION ON WWW.GUIDESTAR.ORG. FORM 990 AND FORM 1023 IS ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. THE REQUEST SHOULD BE IN WRITING AND ADDRESSED TO THE BOARD OF DIRECTORS OF THE BOYERTOWN MUSEUM OF HISTORIC VEHICLES. INFORMATION WILL THEN BE PROVIDED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND DISCLOSURE FORM AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE REQUEST SHOULD BE IN WRITING AND ADDRESSED TO THE BOARD OF DIRECTORS OF THE BOYERTOWN MUSEUM OF HISTORIC VEHICLES. INFORMATION WILL THEN BE PROVIDED.