2024-05-14T16:18:30-05:00 2023-06-30 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2022-07-01 233011270 SEMINARY RIDGE HISTORIC PRESERVATION FOUNDATION SEMI 7173391300 61 SEMINARY RIDGE GETTYSBURG PA 17325 PETER MIELE PRESIDENT AND EXECUTIVE DIRECTOR 7173391300 2024-05-14 1 PETER MIELE XXX-XX-XXXX 1 KERRI N BOGDA CPA P00760402 7177404863 2024-05-14 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PETER MIELE 61 SEMINARY RIDGE GETTYSBURG PA 17325 671973 0 X WWW.SEMINARYRIDGEMUSEUM.ORG X 1999 PA RESTORE, PRESERVE AND MAINTAIN NATIONAL HISTORICAL CIVIL WAR PROPERTIES AND EDUCATE THE PUBLIC. 24 22 14 22 0 0 412124 274313 291173 361954 1356 8294 13510 20163 718163 664724 0 0 0 0 373723 383333 0 0 76141 275684 279316 649407 662649 68756 2075 530623 538865 1648950 1647449 -1118327 -1108584 TO RESTORE, PRESERVE AND MAINTAIN THE NATIONAL HISTORIC CIVIL WAR PROPERTIES, ARCHITECTURE AND OTHER LEGACIES RELATED TO SEMINARY RIDGE AT GETTYSBURG, PENNSYLVANIA, AND TO PROVIDE RELATED EDUCATION AND COMMUNICATION OF THE FOREGOING FOR THE BENEFIT OF THE PUBLIC. 0 0 364228 361954 SINCE 2013, SEMINARY RIDGE HISTORIC PRESERVATION FOUNDATION (SRHPF) HAS OPERATED SEMINARY RIDGE MUSEUM (MUSEUM) WITHIN THE HISTORIC 1832 LUTHERAN SEMINARY BUILDING, WITNESS TO THE FIRST DAY OF THE BATTLE OF GETTYSBURG. THE MUSEUM FEATURES 20,000 SQUARE FEET OF INTERACTIVE EXHIBITS, A CLASSROOM WITH DISTANCE-LEARNING CAPABILIT1ES, AND SPACE FOR SUPPORT1NG ACTIVITIES. RELATED PROGRAMMING ENGAGES VISITORS AND PARTICIPANTS IN VARIOUS EDUCATIONAL OFFERINGS WITH THE ISSUES OF THE CIVIL WAR ERA AND ITS EFFECTS ON CONTEMPORARY SOCIETY. IN 2020, THE MUSEUM REBRANDED AS SEMINARY RIDGE MUSEUM AND EDUCATION CENTER (SRMEC} TO EMPHASIZE ITS COMMITMENT TO EDUCATION. 364228 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 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 1 8 0 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 22 1 0 1 0 0 1 1 1 0 0 0 1 1 1 1 1 1 1 0 0 AL AK CA CO CT DC FL HI IL KS KY LA ME MD MA MO MN MS MI NH NJ NM NC NV OH OK OR PA RI SC TN TX UT VA WA WI WV X BRANDEE CARRIGAN CFO 7173383022 61 SEMINARY RIDGE GETTYSBURG PA 17325 THE REV DR R GUY ERWIN DIRECTOR 1.00 40.00 X 0 244757 56688 EMRIED D COLE JR CHAIR 5.00 1.00 X X 0 10150 0 JOHN SPANGLER VICE CHAIR 1.00 0.00 X X 0 0 0 BRAD HOCH DIRECTOR 1.00 0.00 X 0 0 0 BRUCE ALBRIGHT DIRECTOR 1.00 0.00 X 0 0 0 CARL GREENAWALD DIRECTOR (UNTIL 12/22) 1.00 0.00 X 0 0 0 DAVID RUSSELL DIRECTOR 1.00 0.00 X 0 0 0 DEBORAH ADAMIK DIRECTOR 1.00 0.00 X 0 0 0 DENIS ONIEAL DIRECTOR 1.00 0.00 X 0 0 0 DR PAUL DENDE DIRECTOR 1.00 0.00 X 0 0 0 FRANK LEBER DIRECTOR 1.00 0.00 X 0 0 0 JOHN LATSCHAR DIRECTOR (UNTIL 12/22) 1.00 0.00 X 0 0 0 L BAIRD TIPSON DIRECTOR 1.00 0.00 X 0 0 0 MARY ANNE MOREFIELD DIRECTOR 1.00 0.00 X 0 0 0 PETER A KNUDSEN DIRECTOR 1.00 0.00 X 0 0 0 ROBERT BERK DIRECTOR 1.00 0.00 X 0 0 0 RONALD HANKEY DIRECTOR 1.00 0.00 X 0 0 0 RUSSELL DICKS DIRECTOR 1.00 0.00 X 0 0 0 SCOTT SCHUL DIRECTOR 1.00 0.00 X 0 0 0 YVONNE LEMBO DIRECTOR 1.00 0.00 X 0 0 0 BARBARA FRANCO DIRECTOR 1.00 0.00 X 0 0 0 MARIA ERLING DIRECTOR 1.00 0.00 X 0 0 0 TERESA SMALLWOOD DIRECTOR 1.00 0.00 X 0 0 0 KYLE SCHIEFELBEIN-GURRERO DIRECTOR 1.00 0.00 X 0 0 0 CLIFFORD STANLEY DIRECTOR 1.00 0.00 X 0 0 0 KELLEY KELLER DIRECTOR 1.00 0.00 X 0 0 0 PETER MIELE PRESIDENT 40.00 0.00 X 74092 0 19999 BUFF CARLSON TREASURER 1.00 40.00 X 0 120493 27193 ANNETTE JORGENSEN SECRETARY 40.00 0.00 X 42339 0 3498 116431 375400 107378 0 0 1 0 0 76073 198240 274313 TICKET SALES & FEES 900099 361954 361954 361954 8294 8294 21626 7249 14377 14377 BRICKS REVENUE 900099 5611 5611 MISC. INCOME 900099 175 175 5786 664724 361954 0 28457 139928 82557 36381 20990 176061 103876 45776 26409 42093 24835 10944 6314 25251 14898 6565 3788 555 555 38220 38220 36506 36506 23035 2278 20757 23681 23681 59870 54126 5744 7512 7512 3440 184 3256 8137 8137 26021 26021 SPECIAL EVENTS 33657 15017 18640 COSTUMES AND PROPS 11864 11864 DUES AND MEMBERSHIPS 4879 4879 MISCELLANEOUS 1939 12 1927 662649 364228 222280 76141 2057 1834 244113 168913 4000 3000 76073 6298 9756 4334 4816 381817 263103 136669 118714 130168 148021 2984 7738 530623 538865 49550 48049 299900 299900 1299500 1299500 1648950 1647449 X -1109801 -1107584 -8526 -1000 -1118327 -1108584 530623 538865 2075 7668 0 X 0 1 X 1 0 X 148712 3214511 330644 412124 274313 4380304 148712 3214511 330644 412124 274313 4380304 179048 4201256 79881 119 1356 8294 89650 27652 17183 14129 23481 27412 109857 4579811 1372044 0.91730 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS SALES OF INVENTORY - 2018 AMOUNT: $ 27,652. 2019 AMOUNT: $ 17,183. 2020 AMOUNT: $ 14,129. 2021 AMOUNT: $ 20,826. 2022 AMOUNT: $ 21,626. INSURANCE REIMBURSEMENT - 2021 AMOUNT: $ 2,200. MISC INCOME - 2021 AMOUNT: $ 455. 2022 AMOUNT: $ 175. BRICKS REVENUE - 2022 AMOUNT: $ 5,611. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 130169 10000 11205 2800 553 148021 25707 114340 -9641 237 130169 25000 707 25707 0.00000 1.00000 0.00000 1 0 14356 6289 8067 367461 256814 110647 118714 PNC INVESTMENT - CUSTODIAN 148021 F 148021 DUE TO RELATED PARTY 1299500 1299500 X 673475 7668 -555 7113 666362 -1638 -1638 664724 663732 1638 1638 662094 555 555 662649 PART V, LINE 4: THE ENDOWMENT IS IN ITS INFANCY WITH THE VISION BEING FOR THE ENDOWMENT TO SUPPORT SPECIAL PROJECTS TO FURTHER THE MISSION OF THE MUSEUM. PART X, LINE 2: SEMINARY RIDGE HISTORIC PRESERVATION FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AS A NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND APPLICABLE STATE REGULATIONS. ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS FOR THIS ENTITY. ADJUSTMENTS, IF ANY, FOR UNCERTAIN TAX POSITIONS WOULD BE RECORDED AS A LIABILITY. THE ORGANIZATION WOULD ALSO RECOGNIZE ACCRUALS FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN ITS INTEREST EXPENSE. MANAGEMENT HAS DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEE -555. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -7,249. BRICKS REVENUE 5,611. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 7,249. BRICKS REVENUE -5,611. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEE 555. X 0 0 0 0 0 0 0 0 0 THE REV DR R GUY ERWIN DIRECTOR 0 244757 0 0 0 0 0 27578 0 29110 0 301445 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD WHEN THE BOARD IS NOT IN SESSION. FORM 990, PART VI, SECTION A, LINE 2 JOHN SPANGLER AND MARIA ERLING HAVE A FAMILIAL RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION CHANGED THE BYLAWS DURING THE FISCAL YEAR. THE FOLLOWING CHANGES WERE MADE. 1) THE BOARD MEMBERS ARE ELECTED IN THE FALL DURING THE ANNUAL MEETING. 2) UNITED LUTHERAN SEMINARY CEASED TO BE THE SOLE MEMBER OF THE ORGANIZATION. 3) UNITED LUTHERAN SEMINARY CAN NO LONGER ELECT ALL DIRECTORS OF THE ORGANIZATION, BUT CAN APPOINT UP TO SIX DIRECTORS. 4) THE ANNUAL MEETING WILL BE THE FALL MEETING. 5)THE EXECUTIVE DIRECTOR NO LONGER ATTENDS EXECUTIVE SESSIONS BUT MAY ATTEND ALL OTHER MEETINGS. 6) SEMINARY RIDGE HISTORIC PRESERVATION FOUNDATION CANNOT AMEND THEIR BYLAWS WITHOUT THE CONSENT OF UNITED LUTHERAN SEMINARY RIDGE. FORM 990, PART VI, SECTION A, LINE 7A UNITED LUTHERAN SEMINARY RIDGE HAS THE POWER TO APPOINT 6 DIRECTORS AND REMOVE THOSE 6 DIRECTORS FROM OFFICE WITH OR WITHOUT ASSIGNING ANY CAUSE. FORM 990, PART VI, SECTION A, LINE 7B SEMINARY RIDGE HISTORIC PRESERVATION FOUNDATION CANNOT AMEND THEIR BYLAWS WITHOUT THE CONSENT OF UNITED LUTHERAN SEMINARY RIDGE. FORM 990, PART VI, SECTION A, LINE 8B THE COMMITTEES DO NOT ALWAYS HAVE DOCUMENTED MINUTES. FORM 990, PART VI, SECTION B, LINE 11B A DETAILED REVIEW OF THE FORM 990 IS PERFORMED BY THE CFO PRIOR TO THE FORM BEING FILED WITH ANY COMMENTS OR CONCERNS BEING ADDRESSED WITH MANAGEMENT. COPIES OF THE 990 ARE DISTRIBUTED ELECTRONICALLY TO ALL REMAINING MEMBERS OF THE BOARD BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CORPORATION HAS A CONFLICT OF INTEREST CERTIFICATION THAT ALL BOARD MEMBERS MUST SIGN ANNUALLY. THESE ARE MONITORED BY THE CHAIR OF THE BOARD AND REVIEWED ANNUALLY. IF A CONFLICT ARISES IT IS BROUGHT TO THE BOARD CHAIR AND DISCUSSED. A DETERMINATION IS THEN MADE AS TO WHETHER OR NOT THE BOARD MEMBER HAS A CONFLICT THAT REQUIRES REMOVING THE BOARD MEMBER FROM HIS OR HER POSITON. THE POLICY ALSO EXPLICITLY STATES THAT FAMILY AND BUSINESS RELATIONSHIPS WITH INTERESTED PERSONS MUST BE REPORTED. FORM 990, PART VI, SECTION B, LINE 15A THE BUDGET IS REVIEWED ANNUALLY BY UNITED LUTHERAN SEMINARY CFO AND HR, AND THE BOARD. THE BOARD APPROVES THE BUDGET AND BONUSES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. UNITED LUTHERAN SEMINARY 61 SEMINARY RIDGE GETTYSBURG PA 17325 231365169 RELIGIOUS EDUCATIONAL INSTITUTION PA 501(C)(3) LINE 1 N/A 0 THE LUTHER INSTITUTE 61 SEMINARY RIDGE GETTYSBURG PA 17325 521339615 EDUCATION DC 501(C)(3) LINE 7 UNITED LUTHERAN SEMINARY 0 UNITED LUTHERAN SEMINARY ENDOWMENT FOUNDATION 61 SEMINARY RIDGE GETTYSBURG PA 17325 208096718 FUNDRAISING / INVESTMENT MANAGER PA 501(C)(3) LINE 1 UNITED LUTHERAN SEMINARY 0 LUTHERAN THEOLOGICAL SEMINARY OF PHILADELPHIA 7301 GERMANTOWN AVENUE PHILADELPHIA PA 19111 231352657 THEOLOGICAL EDUCATION PA 501(C)(3) LINE 1 UNITED LUTHERAN SEMINARY 0 0 0 0 0 1 0 0 0 0 0 1 1 1 1 1 1 1 0 0