STRATEGY STUDIO / PUBLIC DATA EXPLORER

HISTORIC BETHABARA PARK INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
HISTORIC BETHABARA PARK INC (EIN 23-7079601)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-11-26
IRS object ID
202443319349300944
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-26T21:17:47ZReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431871840PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HRB TAX GROUP INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 MAIN ST STE 104EAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64105ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237079601EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HISTORIC BETHABARA PARK INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHISTBusinessNameControlTxt
Phone3369248191PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12147 BETHABARA ROADAddressLine1Txt
CityWinston SalemCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27106ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWHITNEY R PAKALKAPersonNm
Person TitleCHAIRPersonTitleTxt
Phone3369248191PhoneNum
Signature2024-10-29SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonErnest MorrisPreparerPersonNm
PTINP00091285PTIN
Phone8004725625PhoneNum
Preparation2024-11-26PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWHITNEY R PAKALKAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12147 BETHABARA ROADAddressLine1Txt
CityWinston SalemCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27106ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$54,798GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.bethabarapark.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1970FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers16TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$7,382PYContributionsGrantsAmt
CY Contributions Grants$27,022CYContributionsGrantsAmt
PY Program Service Revenue$3,141PYProgramServiceRevenueAmt
CY Program Service Revenue$6,330CYProgramServiceRevenueAmt
PY Investment Income$17,368PYInvestmentIncomeAmt
CY Investment Income$21,446CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$27,891PYTotalRevenueAmt
CY Total Revenue$54,798CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$34,365PYOtherExpensesAmt
CY Other Expenses$48,615CYOtherExpensesAmt
PY Total Expenses$34,365PYTotalExpensesAmt
CY Total Expenses$48,615CYTotalExpensesAmt
PY Revenues Less Expenses-$6,474PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,183CYRevenuesLessExpensesAmt
Total Assets BOY$2,269,582TotalAssetsBOYAmt
Total Assets EOY$2,309,640TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,269,582NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,309,640NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$48,615ExpenseAmt
Revenue$54,798RevenueAmt
DescSEE SCHEDULE ODesc
Total Program Service Expenses$48,615TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Tax Exempt Interest$0TaxExemptInterestAmt
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyfalseMinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Regular Monitoring EnfrcfalseRegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HISTORIC BETHABARA PARK INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3369248191PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12147 BETHABARA ROADAddressLine1Txt
CityWinston SalemCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27106ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
HENRY GOUGH
TRUSTEE1.00Yes (X)$0$0$0
KATHY SCHWABE
SECRETARY1.00Yes (X)$0$0$0Yes (X)
DAVID BERGSTONE
TRUSTEE1.00Yes (X)$0$0$0
TOM BEROTH
TRUSTEE1.00Yes (X)$0$0$0
BEV NESBIT
VICE CHAIR1.00Yes (X)$0$0$0Yes (X)
WHITNEY R PAKALKA
CHAIR1.00Yes (X)$0$0$0Yes (X)
LEANN PEGRAM
TRUSTEE1.00Yes (X)$0$0$0
GEOFFERY R HUGHES
TRUSTEE1.00Yes (X)$0$0$0
WILLIAM T LAWLER
TREASURER1.00Yes (X)$0$0$0Yes (X)
EMILY BAKER
TRUSTEE1.00Yes (X)$0$0$0
JOHANNA M BROWN
TRUSTEE1.00Yes (X)$0$0$0
ANNA KIEFERDOUGLAS
TRUSTEE1.00Yes (X)$0$0$0
ELLEN KUTCHER
TRUSTEE1.00Yes (X)$0$0$0
PATRICK C MORTON
TRUSTEE1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonNONEPersonNm
FieldValueIRS element (for citing)
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
All Other Contributions$27,022AllOtherContributionsAmt
Total Contributions$27,022TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmt
4150 MISCELLANEOUS$800
4304 APPLE FEST$3,450
4350 GARDNER$2,080
FieldValueIRS element (for citing)
Total Program Service Revenue$6,330TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,446TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$54,798TotalRevenueColumnAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$9,395TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$994TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$147TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,743TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
6120 BANK SERVICE CHARGES$6,551
PAYPAL$60
6240 MISCELLANEOUS$200
6250 POSTAGE$87

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$29,438TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$48,615TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$14,079BOYAmt
EOY$40,390EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY-$22BOYAmt
EOY-$22EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,855,977LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,855,977BOYAmt
EOY$1,855,977EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$399,548BOYAmt
EOY$413,295EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,269,582BOYAmt
EOY$2,309,640EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$98,752BOYAmt
EOY$83,767EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,269,582BOYAmt
EOY$2,309,640EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,269,582BOYAmt
EOY$2,309,640EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$6,183ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$33,875NetUnrlzdGainsLossesInvstAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,466CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,970CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,147CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,382CurrentTaxYearMinus1YearAmt
Current Tax Year$27,022CurrentTaxYearAmt
Total$86,987TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,466CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,970CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,147CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,382CurrentTaxYearMinus1YearAmt
Current Tax Year$27,022CurrentTaxYearAmt
Total$86,987TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$86,987PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,678CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,554CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,190CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,368CurrentTaxYearMinus1YearAmt
Current Tax Year$21,446CurrentTaxYearAmt
Total$86,236TotalAmt
FieldValueIRS element (for citing)
Total Support$173,223TotalSupportAmt
Public Support CY1700.50220PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, ITEM 1 -PRESERVE HISTORIC MORAVIAN VILLEGE FOR PUBLIC EDUCATION
PART XI, ITEMS 8 AND 9INCREASED LAND BY $219,977; DECREASED SECURITIES BY LIKE AMOUMT
PART VI, ITEMS 11 AND 19FORM 990 AND ORGINIZATIONS GOVERNING DOCUMENTS ARE AVIALABLE IN THE PARK OFFICE
PART III LINE 4ANO NEW PROGRAMS
PART VIII, LINE 1FGIFTS WERE $27027