2026-02-27T11:59:06-06:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-07-01 233011270 SEMINARY RIDGE HISTORIC PRESERVATION FOUNDATION SEMI 7173391300 61 SEMINARY RIDGE GETTYSBURG PA 17325 JUDY MORLEY EXECUTIVE DIRECTOR & PRESIDENT 7173391300 2026-02-23 1 1 KERRI N BOGDA P00760402 7177404863 2026-02-17 2024 2025-03-06 01:10:19Z JUDY MORLEY 61 SEMINARY RIDGE GETTYSBURG PA 17325 1418771 0 X WWW.SEMINARYRIDGEMUSEUM.ORG X 1999 PA RESTORE, PRESERVE AND MAINTAIN NATIONAL HISTORICAL CIVIL WAR PROPERTIES AND EDUCATE THE PUBLIC. 21 18 12 20 0 0 549162 1037900 382158 325634 14791 20392 452744 23400 1398855 1407326 0 0 0 0 405035 421160 0 0 79215 232725 346164 637760 767324 761095 640002 858426 1125741 1192760 793891 -334334 331850 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 484576 325634 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 CAPABILITIES, AND SPACE FOR SUPPORTING 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. 484576 1 1 0 0 0 0 0 0 0 1 1 1 0 1 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 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 18 1 0 0 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 TREASURER 7173383022 61 SEMINARY RIDGE GETTYSBURG PA 17325 THE REV DR R GUY ERWIN DIRECTOR 1.00 40.00 X 0 243416 46064 EMRIED D COLE JR CHAIR 5.00 1.00 X X 0 1200 0 JOHN SPANGLER VICE CHAIR 1.00 0.00 X X 0 0 0 BRADLEY R HOCH DIRECTOR 1.00 0.00 X 0 0 0 BRUCE ALBRIGHT 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 J LEBER DIRECTOR 1.00 0.00 X 0 0 0 KELLY KELLER 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 RUSSELL DICKS DIRECTOR 1.00 0.00 X 0 0 0 SCOTT E SCHUL 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 40.00 X 0 87325 26797 CLIFFORD STANLEY DIRECTOR 1.00 0.00 X 0 0 0 VERONICA BRESTENSKY ESQ DIRECTOR 1.00 0.00 X 0 0 0 BUFF CARLSON DIRECTOR 1.00 0.00 X 0 0 0 BOB MOORE DIRECTOR 1.00 0.00 X 0 0 0 KATHLEEN REED DIRECTOR 1.00 0.00 X 0 0 0 PETER MIELE PRESIDENT & EXEC. DIR. (UNTIL 6/24) 40.00 0.00 X 38815 0 2269 JUDY MORLEY EXECUTIVE DIRECTOR (AS OF 10/24) 40.00 0.00 X 15885 0 4886 BRANDEE CARRIGAN TREASURER 1.00 40.00 X 0 113077 48309 ANNETTE JORGENSEN SECRETARY 40.00 0.00 X 43752 0 19402 98452 445018 147727 0 0 1 0 0 433167 10000 594733 1037900 TICKET SALES & FEES 900099 325634 325634 325634 20392 20392 2700 0 2700 2700 2700 30193 11445 18748 18748 BRICKS REVENUE 900099 1772 1772 MISC. INCOME 900099 180 180 1952 1407326 325634 0 43792 130593 77050 33954 19589 210082 123949 54621 31512 8427 4972 2191 1264 47338 27929 12308 7101 24720 14585 6427 3708 544 544 23786 23786 22931 22817 114 24588 2458 21472 658 98437 98437 68811 62429 6382 3240 3240 4464 4464 8250 8250 29174 29174 8821 8821 SPECIAL EVENTS 22964 7695 15269 MISCELLANEOUS 19819 16742 3077 COSTUMES AND PROPS 4727 4727 DUES AND MEMBERSHIPS 3666 3666 1942 1942 767324 484576 203533 79215 1602 1601 132288 434954 3000 0 76073 43139 9994 12567 5069 8407 371280 299960 100494 71320 316577 340424 213329 213329 858426 1125741 26527 60856 299900 299868 866333 433167 1192760 793891 X -333759 348665 -575 -16815 -334334 331850 858426 1125741 640002 26182 0 X X 0 1 X 0 0 X 330644 412124 274313 549162 1037900 2604143 330644 412124 274313 549162 1037900 2604143 404240 2199903 119 1356 8294 14791 23092 47652 14129 23481 27412 468157 32145 565324 3217119 1551354 0.68380 0.83230 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS SALES OF INVENTORY - 2020 AMOUNT: $ 14,129. 2021 AMOUNT: $ 20,826. 2022 AMOUNT: $ 21,626. 2023 AMOUNT: $ 30,425. 2024 AMOUNT: $ 30,193. INSURANCE REIMBURSEMENT - 2021 AMOUNT: $ 2,200. MISC INCOME - 2021 AMOUNT: $ 455. 2022 AMOUNT: $ 175. 2023 AMOUNT: $ 240. 2024 AMOUNT: $ 180. BRICKS REVENUE - 2022 AMOUNT: $ 5,611. 2023 AMOUNT: $ 4,325. 2024 AMOUNT: $ 1,772. DEBT FORGIVENESS - 2023 AMOUNT: $ 433,167. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 316576 315259 39391 330259 544 340423 148021 150000 22154 3000 599 316576 130169 10000 11205 2800 553 148021 25707 114340 -9641 237 130169 25000 707 25707 0.47000 0.53000 0.00000 1 0 23819 16342 7477 347461 283618 63843 71320 ECLA INVESTMENT 340424 F 340424 ARTIFACTS GALLON PAINTINGS 202984 BENEFICIAL INTEREST IN TRUSTS 10345 213329 DUE TO RELATED PARTY 433167 433167 X 1442637 26182 -544 25638 1416999 -9673 -9673 1407326 776453 9673 9673 766780 544 544 767324 PART V, LINE 4: THE ENDOWMENT FUND IS INTENDED TO FURTHER THE MISSION OF THE CORPORATION AND SUPPORT MUSEUM OPERATIONS. PART X, LINE 2: THE SEMINARY, LTSP, THE FOUNDATION, AND THE SRHPF ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES AS NOT-FOR-PROFIT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE REGULATIONS. ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN RECORDED IN THE COMBINED FINANCIAL STATEMENTS FOR THESE ENTITIES. 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 2025 OR 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEE -544. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -11,445. BRICKS REVENUE 1,772. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 11,445. BRICKS REVENUE -1,772. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEE 544. X 0 0 0 0 0 0 0 0 0 THE REV DR R GUY ERWIN DIRECTOR 0 243416 0 0 0 0 0 29090 0 16974 0 289480 0 0 BRANDEE CARRIGAN TREASURER 0 113077 0 0 0 0 0 11516 0 36793 0 161386 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 7A UNITED LUTHERAN SEMINARY 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 SECTION X OF THEIR BYLAWS WITHOUT THE CONSENT OF UNITED LUTHERAN SEMINARY. 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 FORM 990 IS PERFORMED BY THE TREASURER OF THE CORPORATION PRIOR TO THE FORM BEING FILED. COPIES OF THE 990 ARE DISTRIBUTED ELECTRONICALLY TO ALL 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 POSITION. 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 THE SEMINARY RIDGE HISTORIC PRESERVATION FOUNDATION TREASURER, FINANCE COMMITTEE, AND THE BOARD. THE BOARD APPROVES THE BUDGET AND BONUSES (IF ANY). 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. FORM 990, PART XII, LINE 2C: SEMINARY RIDGE HISTORIC PRESERVATION FOUNDATION'S FINANCIAL ACTIVITY IS NOT SEPARATELY AUDITED BUT RATHER IS COMBINED WITH THE AUDIT OF ITS CORPORATE AFFILIATE UNITED LUTHERAN SEMINARY ENDOWMENT FOUNDATION WHICH PROVIDES ALL OF SEMINARY RIDGE HISTORIC PRESERVATION FOUNDATION'S FINANCIAL SERVICES. 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 1 0 1 0 0 0 0 0 1 0 1 1 1 1 1 0 0 UNITED LUTHERAN SEMINARY C 433167 COST