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Burnside Plantation INC FY2020 filing

Bethlehem, PAUnknown exempt organization EIN 22-2773497Revenue $356K in FY2020

On file with the IRShistoricbethlehem.org74 West Broad Street No 310 · Bethlehem, PA

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Restoration, reconstruction, maintenance and interpretation of an historic farm to demonstrate the rural lifestyle of the 18th and 19th century moravian academy.

99¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 4
filings with a surplus
Average surplus $90K a year · 53% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
6 mo
of spending, in cash
Plus $244K in investments, Pt X · Ln 11–13
Looks good: 5.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $7K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$4K
0.2% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
33
of 33 voting members
Looks good: 33 of 33 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$356K
Spent
$67K
To programs
99%
Net assets
$1.9M
By yearFY2020–FY2023
Revenue
$356K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$356K
FY2021$180K
FY2022$106K
FY2023$36K
Expenses
$67K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$67K
FY2021$52K
FY2022$128K
FY2023$71K
Net assets
$1.9M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.9M
FY2021$2.1M
FY2022$2.1M
FY2023$0

From the FY2020 Form 990 (year ending February 2020) · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2023) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $66K Management & general 1% · $905 Fundraising 0% · $25

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

34 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
William H Lehr
Vice Chairperson
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Rick Angel
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
See Burnside Plantation INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Preserves and interprets a historic farm to show 18th and 19th-century Moravian rural life.

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Provided by the organization

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1 program · $66K · in their own filed words · FY2019
01

Restoration, reconstruction, maintenance and interpretation of a historic farm to demonstate the rural lifestyle of 18TH and 19TH century moravian community.

$66Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Lehigh Valley Community FoundationFY2024$7K
Total grants receivedfrom 1 funder$7K

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$356K
Ln 12
Gifts and grantsLn 1h$322K
Other incomeLn 4–11$27K
Investment incomeLn 3$6K
Money outPt IX
$67K
Ln 25
Programscol B$66K
Managementcol C$905
Fundraisingcol D$25
Owns and owesPt X
$1.9M
net assets · Ln 32
Cash and savingsLn 1–2$31K
Total assetsLn 16$1.9M
LiabilitiesLn 26$4K
PeoplePt VI, VII
34
listed · VII A
PaidVII A0
Voting boardVI 1a33
IndependentVI 1b33
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$322K
Fees for servicesLn 2g$1K
Investment incomeLn 3$6K
Other incomeLn 4–11$27K
Gains on assetsLn 7$800
Total revenueLn 12$356K
Assets in detailPt X, end of year
SavingsLn 2$31K
Cash and savings togetherLn 1–2$31K
InvestmentsLn 11–13$244K
Land, buildings, equipmentLn 10c$1.3M
Other assetsLn 15$346K
Total assetsLn 16$1.9M
LiabilitiesLn 26$4K
Net assetsLn 32$1.9M
OperationsPt I, VI
EmployeesI 50
VolunteersI 633
Fiscal year endsHeaderFebruary
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$74K$31K
InvestmentsLn 11–13$151K$244K
Land, buildings, equipmentLn 10c$1.2M$1.3M
Total assetsLn 16$1.6M$1.9M
LiabilitiesLn 26$10K$4K
Net assetsLn 32$1.6M$1.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Investment management feesLn 11f$905$905
Office expensesLn 13$236$236
OccupancyLn 16$44K$44K
TravelLn 17$98$98
Depreciation, depletion and amortizationLn 22$21K$21K
Other expenses (24a–d)Ln 24$196$171$25
Total functional expensesLn 25$67K$66K$905$25

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest $36K$71K−$35K$0 990 PDF
FY2022 $106K$128K−$22K$2.1M 990 PDF
FY2021 $180K$52K$128K$2.1M 990 PDF
FY2020 Viewing $356K$67K$289K$1.9M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $355,745 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $53,660$321,750
I-9 Program service revenuePrior year $9,945$1,097
I-10 Investment incomePrior year $4,909$5,963
I-11 Other revenuePrior year $15,820$26,935
I-12 Total revenuePrior year $84,334$355,745
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $49,211$67,201
I-18 Total expensesPrior year $49,211$67,201
I-19 Revenue less expensesPrior year $35,123$288,544
Part VI · Governance 33 of 33 board members independent, 1 to look at
VI-1a Voting members of the governing body33
VI-1b Independent voting members33
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $355,745 across 7 lines filed
VIII-1f All other contributions, gifts and grants$321,750
VIII-1h Total contributions, gifts and grants$321,750
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,097$1,097
VIII-3 Investment incomeExcluded from tax $5,163$5,163
VIII-6 Net rental income or lossRelated to mission $26,935$26,935
VIII-7 Net gain or loss on sales of assetsExcluded from tax $800$800
VIII-12 Total revenueRelated to mission $28,032 · Unrelated business $0 · Excluded from tax $5,963$355,745
Part IX · Statement of functional expenses $67,201 across 6 lines filed
IX-11f Investment management feesManagement $905$905
IX-13 Office expensesPrograms $236$236
IX-16 OccupancyPrograms $44,450$44,450
IX-17 TravelPrograms $98$98
IX-22 Depreciation, depletion and amortizationPrograms $21,316$21,316
IX-24 Other expenses (24a–d)Programs $171 · Fundraising $25$196
IX-25 Total functional expensesPrograms $66,271 · Management $905 · Fundraising $25$67,201
Part X · Balance sheet $1,876,976 assets, 13 lines filed
X-2 Savings and temporary cash investmentsStart of year $74,196$31,168
X-9 Prepaid expenses and deferred chargesStart of year $149$249
X-10c Land, buildings and equipment, netStart of year $1,243,073$1,255,368
X-12 Other securitiesStart of year $151,219$243,793
X-15 Other assetsStart of year $121,428$346,398
X-16 Total assetsStart of year $1,590,065$1,876,976
X-17 Accounts payable and accrued expensesStart of year $268$115
X-19 Deferred revenueStart of year $9,696$4,250
X-26 Total liabilitiesStart of year $9,964$4,365
X-27 Net assets without donor restrictionsStart of year $1,369,703$1,416,800
X-28 Net assets with donor restrictionsStart of year $210,398$455,811
X-32 Total net assets or fund balancesStart of year $1,580,101$1,872,611
X-33 Total liabilities and net assetsStart of year $1,590,065$1,876,976
Part XI · Reconciliation of net assets $1,872,611 net assets at year end
XI-1 Total revenue$355,745
XI-2 Total expenses$67,201
XI-3 Revenue less expenses$288,544
XI-4 Net assets at start of year$1,580,101
XI-5 Net unrealized gains (losses) on investments$5,804
XI-9 Other changes in net assets−$1,838
XI-10 Net assets at end of year$1,872,611

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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