2024-09-19T08:32:21-05:00 2024-06-30 232415973 HERBEIN COMPANY INC 2763 CENTURY BOULEVARD READING PA 19610 990 2023-07-01 240795385 BACH CHOIR OF BETHLEHEM BACH 6108664382 440 HECKEWELDER PLACE BETHLEHEM PA 18018 JAMES HORVATH TREASURER 6108664382 2024-09-12 1 1 MARYBETH C OLREE CPA P01649853 6103781175 2024-09-12 2023 2024-08-08 14:25:15Z JAMES HORVATH 440 HECKEWELDER PLACE BETHLEHEM PA 18018 1490924 0 X WWW.BACH.ORG X 1945 PA PROMOTE APPRECIATION OF THE MUSIC OF JOHANN SEBASTIAN BACH THROUGH PERFORMANCE AND EDUCATION. 25 25 12 200 0 0 1457609 983990 209253 229641 228391 255759 0 -21592 1895253 1447798 0 0 0 0 601894 670274 0 0 189855 1044565 1330694 1646459 2000968 248794 -553170 9906050 10117543 278601 236845 9627449 9880698 X THE MISSION OF THE BACH CHOIR OF BETHLEHEM INSPIRES AND ENRICHES PEOPLE THROUGH THE TRANSFORMATIVE POWER OF THE MUSIC OF J.S. BACH AND COMPOSERS WHO INFLUENCED OR WERE INFLUENCED BY BACH, BY PURSUING EXCELLENCE IN PERFORMANCE AND EDUCATION TO BUILD, STRENGTHEN, AND SUSTAIN COMMUNIITES, AND TO FOSTER A LIFE-LONG PASSION FOR THE CHORAL ARTS. 0 0 1031133 210432 CONCERT SEASON - TICKETED CONCERTS: FOUNDED IN 1898 AND UNDER THE DIRECTION OF CHRISTOPHER JACKSON 2023-2024, THE BACH CHOIR, BACH FESTIVAL ORCHESTRA AND DISTINGUISHED SOLOISTS, PRESENT A CONCERT SEASON OF 24 TICKETED CONCERTS FOR MORE THAN 7,000 PEOPLE ACROSS THE UNITED STATES. CONCERTS INCLUDE THE BETHLEHEM BACH FESTIVAL OVER TWO WEEKENDS IN MAY AS WELL AS CHRISTMAS, FAMILY, SPRING, BEL CANTO YOUTH CHORUS, AND GALA CONCERTS. THE 2023-2024 CONCERT SEASON INCLUDED IN PERSON CONCERTS AND LIVESTREAMING PERFORMANCES. THE SEASON ALSO INCLUDED TOURING PERFORMANCES INCLUDING A BACH CHOIR TOUR TO EUROPE INCLUDING A FEATURED PERFORMANCE AT THE LEIPZIG BACHFEST. 264849 14388 EDUCATION & COMMUNITY ENGAGEMENT: THE BACH CHOIR PRESENTS 18 FREE EDUCATIONAL CONCERTS WITH INFORMAL TALKS ABOUT THE MUSIC BY CONDUCTOR CHRISTOPHER JACKSON. 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 ALONG WITH ACTIVITY BOOKS AND ADDITONAL ONLINE CONTENT. WE PRESENTED OUR TEN BACH AT NOON CONCERTS TO LIVE AUDIENCES AT CENTRAL MORAVIAN CHURCH IN HISTORIC DOWNTOWN BETHLEHEM AND AT ST. JOHN'S LUTHERAN CHURCH IN ALLENTOWN. MORE THAN 6,000 AUDIENCE MEMBERS ATTENDED THESE CONCERTS. IN 2022-2023, THE BACH CHOIR ESTABLISHED "A MUSICAL HEART" MUSIC IN HOSPICE PROGRAM IN COLLABORATION WITH 2 HOSPITAL HOSPICE CENTERS. 231939 4821 RECORDINGS, RESEARCH, AND PRESERVATION: TO ENHANCE ACHIEVEMENT OF ITS MISSION, THE BACH CHOIR IS HEARD IN RECORDINGS AND LIVE BROADCASTS AROUND THE WORLD, MOST RECENTLY IN A CD RECORDING OF MENDELSSOHN/BACH MATTHUS-PASSION (2024), 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. 1527921 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 99 0 1 12 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL DC CA CO CT FL GA IL KY ME MD MA MI NH NJ NY NC OH OR PA SC TN VA WA X X X X LEELA BREITHAUPT 6108664382 440 HECKEWELDER PLACE BETHLEHEM PA 18018 HAROLD G BLACK PRESIDENT 10.00 X X 0 0 0 REV HOPETON CLENNON VICE PRESIDENT 5.00 X X 0 0 0 CHERYL MATHERLY VICE PRESIDENT 5.00 X X 0 0 0 ANNETTE THIEL SECRETARY 2.00 X X 0 0 0 JAMES HORVATH TREASURER 5.00 X X 0 0 0 ANTHONY THOMPSON BOARD MEMBER 2.00 X 0 0 0 PATTY ALERCIA BOARD MEMBER 1.00 X 0 0 0 JOAN M MORAN 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 ALFRED J KRUG BOARD MEMBER 1.00 X 0 0 0 LARRY LIPKIS BOARD MEMBER 2.00 X 0 0 0 BARBARA OPPER BOARD MEMBER 1.00 X 0 0 0 ERIKA PETROZELLI BOARD MEMBER 2.00 X 0 0 0 CHARLIE THIEL BOARD MEMBER 2.00 X 0 0 0 DAVID RUHF BOARD MEMBER 1.00 X 0 0 0 DONALD WERTMAN BOARD MEMBER 1.00 X 0 0 0 ALAN BATTISTI BOARD MEMBER 5.00 X 0 0 0 PHYLLIS H GIBSON BOARD MEMBER 3.00 X 0 0 0 CHAD GRUVER BOARD MEMBER 1.00 X 0 0 0 BRUCE MAZA BOARD MEMBER 1.00 X 0 0 0 STEVE RIVERA CHOIR REP TO BOARD 1.00 X 0 0 0 LUKE DIGIACINTO CHOIR REP TO BOARD 1.00 X 0 0 0 JEAN VRABEL CHOIR REP TO BOARD 3.00 X 0 0 0 NICOLE SENG CHOIR REP TO BOARD 1.00 X 0 0 0 LEELA BREITHAUPT EXECUTIVE DIRECTOR 50.00 X 118500 0 0 DR CHRISTOPHER JACKSON ARTISTIC DIRECTOR & CONDUCTOR 40.00 X 131500 0 0 250000 0 0 2 0 0 0 0 1851 91938 890201 40110 983990 PERFORMANCES 711130 210432 210432 TUITION 711130 14388 14388 RECORDING & MISC SALES 711130 4821 4821 229641 241321 241321 14438 0 14438 14438 14438 21534 1851 43126 -21592 -21592 1447798 229641 0 234167 122000 42700 36600 42700 476820 292652 89271 94897 24623 16456 4031 4136 46831 21683 12176 12972 60004 24309 7195 28500 30945 30945 36114 36114 196613 194941 1672 54313 16611 37702 43564 14522 24686 4356 162273 162273 947 947 6220 2073 3525 622 ARTISTIC FEES 523842 523842 PRODUCTION 212544 212544 EVENT EXPENSE 3315 3315 2000968 1527921 283192 189855 186052 24237 876 20 193517 228592 134575 52275 55445 14909 10530 332462 329483 3926 2979 9098307 9597468 221613 198272 9906050 10117543 42935 59410 33000 202666 177435 278601 236845 X 5553376 5639924 4074073 4240774 9627449 9880698 9906050 10117543 X -553170 804111 2308 X X 0 1 X 1 0 X 1114086 1113818 920402 1457609 983990 5589905 1114086 1113818 920402 1457609 983990 5589905 189182 5400723 240892 204575 383560 236811 241321 1307159 6897064 1503258 0.78300 0.76710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 9118582 121000 1024362 643893 9620051 8512796 366234 886273 646721 9118582 10139841 94475 -1238632 482888 8512796 8030591 321578 2218041 430369 10139841 8243539 295425 -137973 370400 8030591 0.55970 0.44030 0 0 66404 66404 0 266058 263079 2979 2979 OPERATING LEASE LIABILITY 163619 FINANCE LEASE LIABILITIES 13816 177435 X 2363163 804111 145060 2308 951479 1411684 36114 36114 1447798 2109914 145060 145060 1964854 36114 36114 2000968 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS CONSIST OF BOARD DESIGNATED ENDOWMENT AND DONOR-RESTRICTED ENDOWMENT WITH MULTIPLE FUNDS INCLUDED OF WHICH THE ORIGINAL DONATION IS TO BE HELD IN PERPETUITY, WITH THE INCOME EXPENDABLE BY THE ORGANIZATION IN ACCORDANCE WITH DONOR INSTRUCTIONS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH THESE ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE ORGANIZATION'S BOARD DESIGNATED ENDOWMENT WAS ESTABLISHED FOR GIFTS FOR WHICH IT HAS ELECTED TO BE GOVERNED BY THE PENNSYLVANIA ACT 141 WHICH RELATES TO NONPROFIT ENDOWMENTS. THE ORGANIZATION HAS ELECTED TO FOLLOW A TOTAL RETURN INVESTMENT AND SPENDING POLICY. PART X, LINE 2: IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS RELATIVE TO UNRELATED BUSINESS INCOME, IF ANY, AS REQUIRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET UNREALIZED LOSS ON CASH SURRENDER VALUE OF LIFE INSURANCE 2,308. GALA 23385 1851 21534 30816 12310 23385 1851 21534 30816 12310 43126 -21592 X 3 40110 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 CHARLIE THIEL, BOARD MEMBER, AND ANNETTE THIEL, BOARD SECRETARY, ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS (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 COMITTEE 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 ALL BOARD AND STAFF MEMBERS FILL OUT AN ANNUAL CONFLICT OF INTEREST FORM. 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 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 IRS 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 DEPARTMENT OF STATE BY CALLING TOLL FREE WITHIN PENNSYLVANIA , 1-800-732-0999. FORM 990, PART XI, LINE 9: NET UNREALIZED GAIN ON CASH SURRENDER VALUE OF LIFE INSURANCE 2,308. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.