2025-08-12T08:12:25-05:00 2025-03-31 231386942 CAMPBELL RAPPOLD & YURASITS LLP 1033 S CEDAR CREST BLVD ALLENTOWN PA 181035443 990 2024-04-01 231465643 SCHWENKFELDER LIBRARY & HERITAGE CENTER SCHW 2156793103 105 SEMINARY STREET PENNSBURG PA 18073 BETH TWISS HOUTING EXECUTIVE DIRECTOR 2156793103 2025-07-24 1 0 MARC A BRINKER CPA P01040599 6104357489 2025-07-24 2024 2025-03-06 01:10:19Z BETH TWISS HOUTING 105 SEMINARY STREET PENNSBURG PA 18073 959065 0 X WWW.SCHWENKFELDER.ORG X 1946 PA OPERATION OF A RESEARCH LIBRARY AND MUSEUM, WITH PUBLIC PROGRAMS, TO SHARE THE HISTORY OF THE SCHWENKFELDERS AND THE PENNSYLVANIA GERMANS OF THE PERKIOMEN REGION. 28 28 16 90 0 0 432929 637070 13156 7370 139028 261340 15628 15282 600741 921062 0 0 0 0 408598 447673 0 0 45254 509481 581688 918079 1029361 -317338 -108299 12500397 12451213 91904 105547 12408493 12345666 MAINTENANCE OF A FULLY EQUIPPED LIBRARY AND ACTIVITIES ALLIED THERETO, AS A MEMORIAL TO CASPAR SCHWENCKFELD. 0 0 873019 9255 SCHWENKFELDER LIBRARY AND HERITAGE CENTER PRESERVES AND INTERPRETS THE HERITAGE OF THE SCHWENKFELDERS AND THE UPPER PERKIOMEN VALLEY. 873019 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 6 0 1 16 1 0 0 0 0 0 0 0 0 0 0 X 28 28 1 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 1 1 0 PA X X BETH TWISS HOUTING SCHWENKFELDER LIBRARY & HERITAGE CENTER 2156793103 105 SEMINARY STREET PENNSBURG PA 18073 THELMA CRAIG MEMBER-BOARD OF DIRECTORS 1.00 X 0 0 0 MARTIN KRIEBEL MEMBER-BOARD OF DIRECTORS 1.00 X 0 0 0 ANNE GODA VICE PRESIDENT-BOARD OF DI 1.00 X X 0 0 0 KATHRYN LESIEUR MEMBER-BOARD OF DIRECTORS 1.00 X 0 0 0 H DRAKE WILLIAMS JR TREASURER-BOARD OF DIRECTO 1.00 X X 0 0 0 GEORGE MESCHTER PRESIDENT-BOARD OF DIRECTO 1.00 X X 0 0 0 KEITH MAURER MEMBER-BOARD OF DIRECTORS 1.00 X 0 0 0 JEFFREY OST MEMBER-BOARD OF DIRECTORS 1.00 X 0 0 0 JOHN PHILLIPS MEMBER-BOARD OF DIRECTORS 1.00 X 0 0 0 JOSEPH SCHULTZ ESQ MEMBER-BOARD OF DIRECTORS 1.00 X 0 0 0 SARA BORR MEMBER-BOARD OF DIRECTORS 1.00 X 0 0 0 AMY KRIEBEL-PORTZLINE MEMBER-BOARD OF DIRECTORS 1.00 X 0 0 0 EUGENE CESTRONE MEMBER-BOARD OF DIRECTORS 1.00 X 0 0 0 KENNETH CLEMENS MEMBER-BOARD OF DIRECTORS 1.00 X 0 0 0 EVONNE GLENN MEMBER-BOARD OF DIRECTORS 1.00 X 0 0 0 RUTH KRATZ MEMBER-BOARD OF DIRECTORS 1.00 X 0 0 0 KENNETH KRIEBEL MEMBER-BOARD OF DIRECTORS 1.00 X 0 0 0 REBECCA MCBRIEN MEMBER-BOARD OF DIRECTORS 1.00 X 0 0 0 NICHOLAS PENCE MEMBER-BOARD OF DIRECTORS 1.00 X 0 0 0 EDWARD BUCHINSKI MEMBER-BOARD OF DIRECTORS 1.00 X 0 0 0 VERNON SEIPT MEMBER-BOARD OF DIRECTORS 1.00 X 0 0 0 CARL SENSENIG MEMBER-BOARD OF DIRECTORS 1.00 X 0 0 0 BARBARA COLVIN MEMBER-BOARD OF DIRECTORS 1.00 X 0 0 0 HEATHER HARRIS MEMBER-BOARD OF DIRECTORS 1.00 X 0 0 0 RUTH BALTOZER MEMBER-BOARD OF DIRECTORS 1.00 X 0 0 0 CHRISTINA LANDIS MEMBER-BOARD OF DIRECTORS 1.00 X 0 0 0 KATE MAYBERRY MEMBER-BOARD OF DIRECTORS 1.00 X 0 0 0 JONATHAN SPADT MEMBER-BOARD OF DIRECTORS 1.00 X 0 0 0 BETH TWISS HOUTING EXECUTIVE DIRECTOR 40.00 X 67807 0 1977 67807 0 1977 0 0 0 0 0 6435 71955 558680 637070 PRESERVATION AND INTER 900099 7370 7370 7370 158841 158841 102629 0 130 102629 -130 102499 102499 25840 6435 20938 4902 4902 25430 16935 8495 8495 MISCELLANEOUS 900099 1885 1885 1885 921062 9255 0 274737 70159 38588 28063 3508 307870 240176 38239 29455 2750 1372 1305 73 35997 26581 6270 3146 30897 23374 5010 2513 6596 6596 10200 10200 1563 1563 37109 30550 6559 6521 6521 42982 38684 4298 2635 2635 764 764 290822 290822 44126 39713 4413 BOOKS AND MUSEUM PURCHA 55862 55862 REPAIR & MAINTENANCE 51826 46643 5183 PROGRAM EXPENSES 19236 19236 MISCELLANEOUS 5036 3525 1511 6410 6410 1029361 873019 111088 45254 27084 31558 768073 715893 28379 25489 13799 13149 9332230 3107934 6407300 6224296 5251762 5436828 4000 4000 12500397 12451213 6821 7597 16729 97950 68354 0 91904 105547 X 9669567 9629417 2738926 2716249 12408493 12345666 12500397 12451213 -108299 45472 0 X X 0 1 X 1 0 X 1076070 920246 842919 442929 630635 3912799 1076070 920246 842919 442929 630635 3912799 205482 3707317 92798 82055 114783 139124 158841 587601 3967 38820 147159 48417 41530 279893 4780293 77290 0.77550 0.74180 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENTS EDUCATIONAL PROGRAMMING MISCELLANEOUS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 0 3617412 10300 215550 296327 22843 3524092 3254523 75975 538199 231800 19485 3617412 3560612 160000 -219857 229800 16432 3254523 3509861 162583 93750 18082 3560612 2852611 893447 219600 16597 3509861 0.25830 0.74170 0 0 5488643 2468773 3019870 313672 216778 96894 3529915 422383 3107532 6224296 MUTUAL FUNDS 5436828 F 5436828 X 966534 45472 45472 921062 0 921062 1029361 0 1029361 0 1029361 PART III, LINE 1A: COLLECTIONS CONSIST OF BOOKS, MANUSCRIPTS AND ARTIFACTS RELATED TO THE SCHWENKFELDERS. THE PRIMARY FOCUS OF THE COLLECTION IS TO ENGAGE VISITORS IN THE EXPLORATION OF THE THEMES OF RELIGIOUS FREEDOM, TOLERANCE, MIGRATIONS, AND HERITAGE IN THEIR OWN LIVES AND THE LIVES OF THEIR FAMILIES THROUGH THE STORIES OF THE SCHWENKFELDERS AND THE PENNSYLVANIA GERMANS OF THE PERKIOMEN REGION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IF PURCHASED WITH NET ASSETS WITHOUT DONOR RESTRICTIONS AND AS DECREASES IN NET ASSETS WITH DONOR RESTRICTIONS IF PURCHASED WITH DONOR RESTRICTED FUNDS. THE LIBRARY HAS A POLICY OF NOT CAPITALIZING THE COLLECTION OF BOOKS AND HISTORIC ITEMS. ACCORDINGLY, NO COLLECTION ITEMS ARE RECOGNIZED AS ASSETS, WHETHER THEY ARE PURCHASED OR RECEIVED AS A DONATION ON THE STATEMENT OF ASSETS, LIABILITIES AND NET ASSETS - MODIFIED CASH BASIS. EACH OF THE ITEMS ARE CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE LIBRARYS POLICY IS TO USE THE PROCEEDS FROM DEACCESSIONS TO ACQUIRE OTHER ITEMS FOR THE COLLECTION ABSENT ANY DONOR RESTRICTIONS AND TO USE ANY OF THE FUNDS FOR THE DIRECT CONSERVATION OF THE COLLECTION. THE PROCEEDS FROM DEACCESSIONS ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASS ON THE STATEMENT OF SUPPORT, REVENUE, GAINS, AND EXPENSES AND CHANGES IN NET ASSETS - MODIFIED CASH BASIS. PROCEEDS FROM DEACCESSIONS DURING THE YEAR ENDED MARCH 31, 2025 WERE $1,111. PART III, LINE 4: CONSISTENT WITH ITS MISSION, THE HERITAGE CENTER COLLECTS HISTORICALLY SIGNIFICANT OBJECTS AND INFORMATION THAT CONTRIBUTE TO A MORE COMPLETE UNDERSTANDING OF THE HISTORY OF THE SCHWENKFELDERS IN EUROPE AND THE NEW WORLD FROM THEIR ROOTS IN 16TH CENTURY SILESIA TO THEIR ROLES IN CONTEMPORARY SOCIETY. THE HERITAGE CENTER ALSO COLLECTS MATERIALS THAT REFLECT THE LOCAL AND REGIONAL HISTORY OF THE AREA OF EARLY SETTLEMENT FOR THE SCHWENKFELDERS IN NORTH AMERICA, E.G. THE GOSCHENHOPPEN REGION IN PENNSYLVANIA, INCLUDING SECTIONS OF MONTGOMERY, BERKS, LEHIGH AND BUCKS COUNTIES FROM THE ERA OF PRE-CONTACT NATIVE AMERICAN PRESENCE TO THE ADVANCING PRESENT. THE HERITAGE CENTER PRESERVES THE COLLECTIONS FOR FUTURE GENERATIONS AND USES THESE COLLECTIONS IN PUBLIC EXHIBITIONS AND FOR SCHOLARLY RESEARCH. PART V, LINE 4: PERMANENTLY RESTRICTED ENDOWMENT FUNDS-PRINICIPAL AMOUNTS REMAIN IN TRUST IN PERPETUITY. EACH YEAR THE BOARD MAY USE UP TO 5% OF THE CORPUS, DETERMINED BY COMPUTING THE AVERAGE MARKET VALUE FOR THE PRIOR THREE YEARS, FOR GENERAL PURPOSES. THE BOARD MAY ALSO WITHDRAW UP TO 10% OF THE PRINCIPAL PER FISCAL YEAR FOR EMERGENCY, UNUSUAL OR SPECIAL NEED. UNRESTRICTED/QUASI ENDOWMENT-BOARD DESIGNATED FUNDS FOR LONG TERM INVESTMENT WITH THE EARNINGS USED FOR OPERATIONS PART X, LINE 2: THE LIBRARY IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE LIBRARY MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE LIBRARY AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR FISCAL YEAR 2025. THE LIBRARY FILES ITS FORM 990 WITH THE UNITES STATES INTERNAL REVENUE SERVICE AND THE BUREAU OF CHARITABLE ORGANIZATIONS IN PENNSYLVANIA. THE LIBRARY IS GENERALLY NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS BEFORE 2022. PENN MARKET 32275 6435 25840 20938 HERITAGE TOU 32275 6435 25840 20938 20938 4902 X 297 NOT APPLICABLE 0 0 0 PART I, LINE 33: COLLECTIONS CONSIST OF BOOKS, MANUSCRIPTS AND ARTIFACTS RELATED TO THE SCHWENKFELDERS. THE PRIMARY FOCUS OF THE COLLECTION IS TO ENGAGE VISITORS IN THE EXPLORATION OF THE THEMES OF RELIGIOUS FREEDOM, TOLERANCE, MIGRATIONS, AND HERITAGE IN THEIR OWN LIVES AND THE LIVES OF THEIR FAMILIES THROUGH THE STORIES OF THE SCHWENKFELDERS AND THE PENNSYLVANIA GERMANS OF THE PERKIOMEN REGION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IF PURCHASED WITH NET ASSETS WITHOUT DONOR RESTRICTIONS AND AS DECREASES IN NET ASSETS WITH DONOR RESTRICTIONS IF PURCHASED WITH DONOR RESTRICTED FUNDS. THE LIBRARY HAS A POLICY OF NOT CAPITALIZING THE COLLECTION OF BOOKS AND HISTORIC ITEMS. ACCORDINGLY, NO COLLECTION ITEMS ARE RECOGNIZED AS ASSETS, WHETHER THEY ARE PURCHASED OR RECEIVED AS A DONATION ON THE STATEMENT OF ASSETS, LIABILITIES AND NET ASSETS - MODIFIED CASH BASIS. EACH OF THE ITEMS ARE CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE LIBRARY'S POLICY IS TO USE THE PROCEEDS FROM DEACCESSIONS TO ACQUIRE OTHER ITEMS FOR THE COLLECTION ABSENT ANY DONOR RESTRICTIONS AND TO USE ANY OF THE FUNDS FOR THE DIRECT CONSERVATION OF THE COLLECTION. THE PROCEEDS FROM DEACCESSIONS ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASS ON THE STATEMENT OF SUPPORT, REVENUE, GAINS, AND EXPENSES AND CHANGES IN NET ASSETS - MODIFIED CASH BASIS. PROCEEDS FROM DEACCESSIONS DURING THE YEAR ENDED MARCH 31, 2024 WERE $1,111. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS MARTIN AND AMY KREIBEL ARE FATHER AND DAUGHTER. BOARD MEMBERS SARA BORR AND HEATHER HARRIS ARE MOTHER AND DAUGHTER. BOARD MEMBERS KENNETH CLEMENS AND REBECCA MCBRIEN ARE UNCLE AND NIECE. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE 990 AND DISCUSSES ANY QUESTIONS OR CONCERNS WITH THE ACCOUNTANT. THE 990 IS THEN PRESENTED TO THE BOARD OF DIRECTORS WHO REVIEW IT WITH THE FINANCE COMMITTEE. UPON RECOMMENDATION OF THE FINANCE COMMITEE THE BOARD OF DIRECTORS EITHER APPROVE OR REJECT THE 990. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR AND ALL EMPLOYEES RECEIVE A SEMI-ANNUAL REVIEW PRIOR TO THE END OF THE FISCAL YEAR REGARDING DETERMINATION OF SALARIES FOR THE FORTHCOMING YEAR. SALARIES ARE BASED ON WAGES AT COMPARABLE ORGANIZATIONS AND THE AMOUNT OF FUNDS AVAILABLE FOR INCREASES. THE HUMAN RESOURCES COMMITTEE MAKES SALARY RECOMMENDATIONS TO THE FINANCE COMMITTEE FOR INCLUSION IN THE BUDGET WHICH IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS PRIOR TO THE START OF THE FISCAL YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE LIBRARY PARTICIPATES IN THE PENNSYLVANIA CULTURAL DATA PROJECT, WHICH PROVIDES FINANCIAL DATA ABOUT PENNSYLVANIA NON-PROFIT ORGANIZATIONS TO INTERESTED DONORS. THE LIBRARY ALSO MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE ASSUMES RESPONISIBILITY FOR THE AUDIT. THE ORGANIZATION DID NOT CHANGE THE OVERSIGHT OR SELECTION PROCESS DURING THE YEAR.