2026-01-15T15:33:20-06:00 2025-02-28 231386942 CAMPBELL RAPPOLD & YURASITS LLP 1033 S CEDAR CREST BLVD ALLENTOWN PA 181035443 990 2024-03-01 232741808 HISTORIC BETHLEHEM MUSEUMS AND SITES HIST 6108820450 74 WEST BROAD STREET 310 BETHLEHEM PA 180185830 LORIANN WUKITSCH PRESIDENT 6108820450 2025-12-23 1 0 JASON L SERFASS CPA P01230026 6104357489 2025-12-23 2024 2025-03-06 01:10:19Z LORIANN WUKITSCH 74 WEST BROAD STREET 310 BETHLEHEM PA 180185830 6719004 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. 34 33 60 140 0 0 1371764 5511151 296564 291458 124846 241824 189776 248813 1982950 6293246 0 0 0 0 1189958 1074984 0 0 215045 1284439 1281641 2474397 2356625 -491447 3936621 13657094 19395616 475029 1958173 13182065 17437443 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 1698777 480746 HISTORIC BETHLEHEM MUSEUMS AND SITES 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. 1698777 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 1 60 1 0 0 0 0 0 0 0 0 0 0 0 0 X 34 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 PA X X LORIANN WUKITSCH 6108820450 74 WEST BROAD STREET STE 310 BETHLEHEM PA 18018 JOEL ROSENFELD CHAIRPERSON 2.00 X X 0 0 0 WILLIAM H LEHR VICE CHAIRPERSON 2.00 X X 0 0 0 SHEELA DONCHEZ SECRETARY 2.00 X X 0 0 0 DAVE THOMSON TREASURER 2.00 X X 0 0 0 BARBARA HOLLENBACH TRUSTEE 2.00 X 0 0 0 NANCY AHLUM TRUSTEE 2.00 X 0 0 0 MARY BROWN TRUSTEE 2.00 X 0 0 0 MARK CONNAR TRUSTEE 2.00 X 0 0 0 JASON CORT TRUSTEE 2.00 X 0 0 0 ROBERT DE BEER TRUSTEE 2.00 X 0 0 0 LUCINDA DEALTREY TRUSTEE 2.00 X 0 0 0 JUDY DOUGHERTY TRUSTEE 2.00 X 0 0 0 DOLLY DYER TRUSTEE 2.00 X 0 0 0 PAT FARRELL TRUSTEE 2.00 X 0 0 0 ANDREA FOUCEK TRUSTEE 2.00 X 0 0 0 MIKE GARGANTA TRUSTEE 2.00 X 0 0 0 COLLEEN GILBERT TRUSTEE 2.00 X 0 0 0 CYNTHIA KOSSO TRUSTEE 2.00 X 0 0 0 ALAN LOWCHER TRUSTEE 2.00 X 0 0 0 SUZANNE MASON TRUSTEE 2.00 X 0 0 0 TANYA MOHAN TRUSTEE 2.00 X 0 0 0 MAYA POLACK TRUSTEE 2.00 X 0 0 0 BARRY PELL TRUSTEE 2.00 X 0 0 0 ANNE RAMPOLLA TRUSTEE 2.00 X 0 0 0 RONALD REYBITZ TRUSTEE 2.00 X 0 0 0 BRIAN SABOL TRUSTEE 2.00 X 0 0 0 JUDY SAVCHAK TRUSTEE 2.00 X 0 0 0 LIZ SCOFIELD TRUSTEE 2.00 X 0 0 0 JENNIFER VAN DE VOORDE TRUSTEE 2.00 X 0 0 0 JOSH WEAKNECHT TRUSTEE 2.00 X 0 0 0 SUSAN WILLARD TRUSTEE 2.00 X 0 0 0 PAT WITMER TRUSTEE 2.00 X 0 0 0 ANNE ZUG TRUSTEE 2.00 X 0 0 0 LORIANN WUKITSCH PRESIDENT 40.00 X 124726 0 7907 124726 0 7907 1 0 0 0 0 162271 401531 4947349 5511151 HISTORICAL TOURS 900099 147398 147398 ADMISSIONS 900099 144060 144060 291458 241824 241824 194004 0 194004 194004 194004 115179 401531 249658 -134479 -134479 365388 176100 189288 189288 6293246 480746 0 301349 135407 81245 27081 27081 741419 393784 256026 91609 30477 16120 10665 3692 93228 50367 30396 12465 74453 40296 24123 10034 11905 7143 2381 2381 31550 18930 6310 6310 21639 21639 23460 14076 4692 4692 17573 17573 75174 45104 15035 15035 141910 141910 1602 1602 350 350 3349 3349 339887 339887 83975 47026 22673 14276 PUBLIC RELATIONS/VOLUNT 161753 161753 REPAIRS AND MAINTENANCE 136709 136709 BANK FEES 58052 37734 20318 TOURISM 48980 48980 123773 94839 21782 7152 2356625 1698777 442803 215045 1722219 1177779 196871 246721 129436 1381551 46839 56854 18636 20184 16535548 6715464 7218255 9820084 4011028 4459854 313810 2232589 13657094 19395616 267330 217275 55069 46860 150000 1693788 2630 250 475029 1958173 X 7708997 10098498 5473068 7338945 13182065 17437443 13657094 19395616 3936621 318757 0 X X 0 1 X 1 0 X 876100 1099638 1080717 1371764 3678035 8106254 298667 611831 707401 765203 850850 3233952 1174767 1711469 1788118 2136967 4528885 11340206 0 0 0 11340206 10022 14742 18870 124846 241824 410304 10022 14742 18870 124846 241824 410304 261847 435049 346586 147686 366648 1557816 1446636 2161260 2153574 2409499 5137357 13308326 0.85210 0.85400 0.03080 0.01890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 3679394 1993048 420478 220770 5872150 3453783 27300 407289 208978 3679394 432655 33550 -37658 -3025236 3453783 387528 62269 20924 38066 432655 355269 1100 67015 35856 387528 0.07980 0.86240 0.05780 1 0 458864 458864 12403017 6156575 6246442 979179 558889 420290 2694488 2694488 9820084 EQUITY SECURITIES 3858753 F FIXED INCOME 601101 F 4459854 INTEREST IN BENEFICIAL TRUSTS 2232589 2232589 SECURITY DEPOSITS 250 250 X 6802274 318757 266648 -54738 530667 6271607 21639 21639 6293246 2546896 211910 211910 2334986 21639 21639 2356625 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, 2025. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS NONFINANCIAL CONTRIBUTIONS 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 79761 79761 16876 15204 9802 10821 HOLIDAY DINNER 264807 150628 114179 70707 7411 6400 36749 4 172142 171142 1000 1267 4844 69577 516710 401531 115179 88850 27459 16202 117147 249658 -134479 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 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.