HISTORIC BETHLEHEM MUSEUMS AND SITES (EIN 232741808) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

LORIANN WUKITSCH

Phone

6108820450

Tax Period

2024-03-01 to 2025-02-28

HISTORIC BETHLEHEM MUSEUMS AND SITES, founded in 1993, is a community nonprofit in the Arts, Culture & Humanities sector that reported $6.3M in total revenue in fiscal year 2024. Revenue surged 217% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.9M, a strong 63% operating margin.

Mission

THE ORGANIZATION MANAGES, PRESERVES, AND RESTORES HISTORICAL SITES IN THE BETHLEHEM AREA AND PRESENTS EDUCATIONAL PROGRAMS AND ACTIVITIES ON THE HISTORY OF THE COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,511,151

Program Service Revenue $291,458

Investment Income $241,824

Other Revenue $248,813

TOTAL REVENUE $6,293,246

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,074,984

Fundraising Expenses $215,045

Program Expenses $1,698,777

Other Expenses $1,281,641

TOTAL EXPENSES $2,356,625

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,293,246	$1,982,950	+2.2%
Expenses	$2,356,625	$2,474,397	0.0%
Net Income	$3,936,621	$-491,447	-9.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

140

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$132,633

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOEL ROSENFELD	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
WILLIAM H LEHR	VICE CHAIRPERSON	2.00	Officer Director	$0	$0	$0
SHEELA DONCHEZ	SECRETARY	2.00	Officer Director	$0	$0	$0
DAVE THOMSON	TREASURER	2.00	Officer Director	$0	$0	$0
BARBARA HOLLENBACH	TRUSTEE	2.00	Director	$0	$0	$0
NANCY AHLUM	TRUSTEE	2.00	Director	$0	$0	$0
MARY BROWN	TRUSTEE	2.00	Director	$0	$0	$0
MARK CONNAR	TRUSTEE	2.00	Director	$0	$0	$0
JASON CORT	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT DE BEER	TRUSTEE	2.00	Director	$0	$0	$0
LUCINDA DEALTREY	TRUSTEE	2.00	Director	$0	$0	$0
JUDY DOUGHERTY	TRUSTEE	2.00	Director	$0	$0	$0
DOLLY DYER	TRUSTEE	2.00	Director	$0	$0	$0
PAT FARRELL	TRUSTEE	2.00	Director	$0	$0	$0
ANDREA FOUCEK	TRUSTEE	2.00	Director	$0	$0	$0
MIKE GARGANTA	TRUSTEE	2.00	Director	$0	$0	$0
COLLEEN GILBERT	TRUSTEE	2.00	Director	$0	$0	$0
CYNTHIA KOSSO	TRUSTEE	2.00	Director	$0	$0	$0
ALAN LOWCHER	TRUSTEE	2.00	Director	$0	$0	$0
SUZANNE MASON	TRUSTEE	2.00	Director	$0	$0	$0
TANYA MOHAN	TRUSTEE	2.00	Director	$0	$0	$0
MAYA POLACK	TRUSTEE	2.00	Director	$0	$0	$0
BARRY PELL	TRUSTEE	2.00	Director	$0	$0	$0
ANNE RAMPOLLA	TRUSTEE	2.00	Director	$0	$0	$0
RONALD REYBITZ	TRUSTEE	2.00	Director	$0	$0	$0
BRIAN SABOL	TRUSTEE	2.00	Director	$0	$0	$0
JUDY SAVCHAK	TRUSTEE	2.00	Director	$0	$0	$0
LIZ SCOFIELD	TRUSTEE	2.00	Director	$0	$0	$0
JENNIFER VAN DE VOORDE	TRUSTEE	2.00	Director	$0	$0	$0
JOSH WEAKNECHT	TRUSTEE	2.00	Director	$0	$0	$0
SUSAN WILLARD	TRUSTEE	2.00	Director	$0	$0	$0
PAT WITMER	TRUSTEE	2.00	Director	$0	$0	$0
ANNE ZUG	TRUSTEE	2.00	Director	$0	$0	$0
LORIANN WUKITSCH	PRESIDENT	40.00	Officer	$124,726	$7,907	$132,633

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$6,293,246	$2,356,625	$19,395,616	$3,936,621
2024	$1,982,950	$2,474,397	$13,657,094	$-491,447
2023	$1,786,169	$1,647,524	$13,655,757	$138,645
2022	$2,165,256	$1,322,347	$2,799,528	$842,909
2021	$1,290,282	$1,098,195	$2,297,585	$192,087
2020	$1,272,823	$1,311,351	$1,732,503	$-38,528
2019	$1,250,224	$1,132,666	$1,481,649	$117,558
2018	$990,067	$1,028,474	$1,345,493	$-38,407

HISTORIC BETHLEHEM MUSEUMS AND SITES