Civic Intelligence

Bach Choir of Bethlehem Inc

EIN 24-0795385 • 501(c)3 • Bethlehem, PA

Profile

The mission of the bach choir of bethlehem and its bach festival orchestra is to perform the works of johann sebastian bach, to promote and encourage appreciation of the aesthetic and spiritual value of bach's music through education and performance, locally, nationally, and internationally, including performances of works by composers who influenced bach or were influenced by him, and strive for the highest standards of musical excellence.

440 Heckewelder PlaceBethlehem, PA 18018

www.bach.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

21st percentile

0.02x

Higher debt load relative to assets than 21% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

36th percentile

0.12x

Higher debt load relative to revenue than 36% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

56th percentile

6.8%

Higher net margin than 56% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

36th percentile

$147,497

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

58th percentile

7.0%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

70th percentile

20%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Assets

Up

$10,820,890

Up $2,152,447 (+25%) from 2022

Liabilities

Up

$210,817

Up $210,817 from 2022

Net Assets

Up

$10,610,073

Up $1,941,630 (+22%) from 2022

Revenue

Up

$1,734,891

Up $212,853 (+14%) from 2022

Expenses

Down

$1,616,765

Down $159,883 (-9.0%) from 2022

Net Income

Up

$118,126

Up $372,736 (+146%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2016: $7,022,776Liabilities 2016: $0Net Assets 2016: $7,022,7762016Assets 2017: $7,606,180Liabilities 2017: $0Net Assets 2017: $7,606,1802017Assets 2018: $8,236,329Liabilities 2018: $0Net Assets 2018: $8,236,3292018Assets 2019: $8,713,236Liabilities 2019: $100,000Net Assets 2019: $8,613,2362019Assets 2020: $8,448,686Liabilities 2020: $100,453Net Assets 2020: $8,348,2332020Assets 2022: $8,668,443Liabilities 2022: $0Net Assets 2022: $8,668,4432022Assets 2025: $10,820,890Liabilities 2025: $210,817Net Assets 2025: $10,610,0732025

Highlighted filing

2025

Assets$10,820,890
Liabilities$210,817
Net Assets$10,610,073

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2016: $1,182,616Expenses 2016: $1,253,546Net Income 2016: -$70,9302016Revenue 2017: $1,374,308Expenses 2017: $1,202,853Net Income 2017: $171,4552017Revenue 2018: $1,943,479Expenses 2018: $1,345,507Net Income 2018: $597,9722018Revenue 2019: $1,910,085Expenses 2019: $1,548,367Net Income 2019: $361,7182019Revenue 2020: $1,630,351Expenses 2020: $1,670,203Net Income 2020: -$39,8522020Revenue 2022: $1,522,038Expenses 2022: $1,776,648Net Income 2022: -$254,6102022Revenue 2025: $1,734,891Expenses 2025: $1,616,765Net Income 2025: $118,1262025

Highlighted filing

2025

Revenue$1,734,891
Expenses$1,616,765
Net Income$118,126

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 7, 2025
Return Version
2024v5.2
Gross Receipts
$1,789,054
Mission and Program Overview

Mission

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 communities, and to foster a life-long passion for the choral arts.

Promote appreciation of the music of johann sebastian bach through performance and education

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,597,468$10,440,995▲ $843,527
Cash and Non-Interest-Bearing Accounts$24,237$64,684▲ $40,447
Inventories for Sale or Use$55,445$55,445→ $0
Savings and Temporary Cash Investments$20$52,913▲ $52,893
Prepaid Expenses and Deferred Charges$10,530$16,757▲ $6,227
Land, Buildings, and Equipment, Net$2,979$3,230▲ $251
Pledges and Grants Receivable$228,592$2,250▼ $226,342
Total Assets$10,117,543$10,820,890▲ $703,347
Other Assets Total$198,272$184,616▼ $13,656
Liabilities
Other Liabilities$177,435$164,177▼ $13,258
Accounts Payable and Accrued Expenses$59,410$43,990▼ $15,420
Deferred Revenue-$2,650-
Total Liabilities$236,845$210,817▼ $26,028
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,639,924$5,893,778▲ $253,854
Net Assets With Donor Restrictions$4,240,774$4,716,295▲ $475,521
Total Net Assets Fund Balance$9,880,698$10,610,073▲ $729,375
Total Liabilities and Net Assets / Fund Balance$10,117,543$10,820,890▲ $703,347

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,230$264,267$267,497
Leasehold Improvements$0$66,404$66,404

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$9,620,051$139,587▲ $1,089,855$386,298$10,463,195
2023$9,118,582$121,000▲ $1,024,362$643,893$9,620,051
2022$8,512,796$366,234▲ $886,273$646,721$9,118,582
2021$10,139,841$94,475▼ $1,238,632$482,888$8,512,796
2020$8,030,591$321,578▲ $2,218,041$430,369$10,139,841
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Dr Christopher JacksonArtistic Director & ConductorFT$147,497$147,497
Leela BreithauptExecutive DirectorFT$135,328$135,328

Board Members and Trustees

NameTitle
Harold BlackPresident
Alan BattistiPresident Elect
Cheryl MatherlyVice President
Alfred J KrugBoard Member
Anthony ThompsonBoard Member
Barbara OpperBoard Member
Bruce MazaBoard Member
Chad GruverBoard Member
Charles P DangelmajerBoard Member
Charlie ThielBoard Member
Donald WertmanBoard Member
Jacqueline RennerBoard Member
Jim HarbaughBoard Member
Joan M MoranBoard Member
Kalyna ProcykBoard Member
Larry LipkisBoard Member
Malcolm BrunoBoard Member
Patty AlerciaBoard Member
Phyllis H GibsonBoard Member
Anthony VillaniChoir Rep to Board
Jean VrabelChoir Rep to Board
Jim RowlandChoir Rep to Board
Martha Cox PopichakChoir Rep to Board
James HorvathExecutive Committee At-large Member
Annette ThielSecretary
Erika PetrozelliTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$918,636
Program Service Revenue
$159,861
Investment Income
$522,187
Other Revenue
$134,207
All Other Contributions
$814,488
Change in Net Assets
$118,126

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$86,798Fair Market Value (FMV)
Total Noncash Contributions3$86,798-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,695,404
Revenue Not Reported on Financial Statements
$39,487
Revenue Not Reported on Form 990
$720,918
Total Revenue per Audited Statements
$2,416,322
Total Revenue per Form 990
$1,734,891
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$889,351
Salaries, Compensation, and Employee Benefits$727,414
Total Fundraising Expense$195,620
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$296,921$105,141$119,025$521,087
Other Expenses$200,761--$200,761
Current Officers, Directors, Trustees, and Key Employees$48,065$41,198$48,065$137,328
Advertising$133,156-$1,499$134,655
Office Expenses$13,940$51,287-$65,227
Payroll Taxes$22,880$16,668$18,870$58,418
Occupancy$14,698$25,155$4,428$44,281
Fees for Service Investment Mgmnt Fees-$39,487-$39,487
Fees for Services Management$25,057$14,376-$39,433
Fees for Services Accounting-$25,625-$25,625
Travel$14,509--$14,509
Other Employee Benefits$4,556$2,913$3,112$10,581
Insurance$2,069$3,518$621$6,208
Depreciation Depletion-$1,188-$1,188
Total Functional Expenses$1,094,589$326,556$195,620$1,616,765

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,686,947
Total Expenses per Form 990$1,616,765
Expenses per Audited Statements$1,577,278
Expenses Not Reported on Form 990$109,669
Expenses Not Reported on Financial Statements$39,487
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$54,163
Fundraising Gross Income$43,960
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$71,779$43,960$10,597$33,363
Total Events$71,779$43,960$54,163$-10,203
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$140,422
Finance Lease Liabilities$23,755
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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 4

The organization amended the bylaws during the year to include maximum term limits for board members.

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.

Filing and Contact Details

Filer

Filer Name
Bach Choir of Bethlehem
EIN
24-0795385
Phone
6108664382
Address
440 HECKEWELDER PLACE, BETHLEHEM, PA 18018

Signing Officer

Name
Erika Petrozelli
Title
Treasurer
Phone
6108664382
Signed
2025-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erika Petrozelli
Formed
1945
Legal Domicile
Pa
Voting Board Members
26
Independent Board Members
26
Employees
12
Volunteers
200

Preparer

Firm
Herbein Company Inc
Address
2763 CENTURY BOULEVARD, READING, PA 19610
Preparer
Marybeth C Olree CPA
Phone
6103781175
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Net unrealized loss on cash surrender value of life insurance -383.

FORM 990, PART XII, LINE 2C:

The process has not changed from the prior year.

Financial Statement Notes

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 -383.

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IRS990/Desc0CONCERT SEASON - TICKETED CONCERTS: FOUNDED IN 1898 AND UNDER THE DIRECTION OF CHRISTOPHER JACKSON 2024-2025, 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 FOUR DAYS IN MAY AS WELL AS CHRISTMAS, FAMILY, SPRING, BEL CANTO YOUTH CHORUS, AND GALA CONCERTS. THE 2024-2025 CONCERT SEASON INCLUDED IN PERSON CONCERTS AND LIVESTREAMING PERFORMANCES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt23CHOIR REP TO BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt24CHOIR REP TO BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt25CHOIR REP TO BOARD
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