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Nonprofiteer
← ALLENTOWN SYMPHONY ASSOCIATION INC

Form 990 for tax year 2024

Filed by ALLENTOWN SYMPHONY ASSOCIATION INC.

Totals

Total revenue
$4,669,793
Total expenses
$4,351,617
Contributions and grants received
$3,435,919
Grants paid
$0
Program service revenue
$730,461
Investment income
$335,915
Other revenue
$167,498
Total assets, end of year
$15,365,423
Total liabilities, end of year
$911,390
Net assets or fund balances, end of year
$14,454,033
Program services expenses (Part IX)
$3,692,025
Management and general expenses
$487,241
Fundraising expenses
$172,351
Program service expenses (Part III)
$3,692,025

Program services were 84.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $174,811

  • 1e · Government grants (contributions)

    $242,500

  • 1f · All other contributions, gifts and grants

    $3,018,608

  • 1g · Noncash contributions included above

    $29,947

  • 2a · Program service revenue: CONCERT TICKET SALES

    total $677,214 · related or exempt $677,214

  • 2b · Program service revenue: NET CONCESSION SALES

    total $53,247 · related or exempt $53,247

  • 3 · Investment income

    total $335,915 · excluded $335,915

  • 6a · Gross rents

    real property $187,290

  • 6c · Rental income or loss

    real property $187,290

  • 6d · Net rental income or loss

    total $187,290 · excluded $187,290

  • 8a · Fundraising events: gross income

    $60,351

  • 8a · Fundraising events: contributions included on line 1c

    $174,811

  • 8b · Fundraising events: direct expenses

    $82,106

  • 8c · Net income from fundraising events

    total -$21,755 · excluded -$21,755

  • 11a · Other revenue: PROGRAM ADS

    total $1,963 · related or exempt $1,963

  • 11e · Other revenue, total

    $1,963

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $285,827 · program services $235,904 · management and general $29,954 · fundraising $19,969

  • 7 · Other salaries and wages

    total $1,819,912 · program services $1,654,627 · management and general $88,831 · fundraising $76,454

  • 9 · Other employee benefits

    total $114,637 · program services $92,856 · management and general $18,342 · fundraising $3,439

  • 10 · Payroll taxes

    total $156,474 · program services $136,987 · management and general $10,756 · fundraising $8,731

  • 11g · Fees: other

    total $185,541 · program services $9,879 · management and general $175,662

  • 12 · Advertising and promotion

    total $120,982 · program services $120,982

  • 13 · Office expenses

    total $146,465 · program services $140,171 · management and general $6,294

  • 17 · Travel

    total $165,101 · program services $165,101

  • 19 · Conferences, conventions and meetings

    total $6,404 · program services $6,404

  • 20 · Interest

    total $8,925 · management and general $8,925

  • 22 · Depreciation, depletion and amortization

    total $335,951 · program services $285,558 · management and general $50,393

  • 23 · Insurance

    total $91,001 · program services $77,351 · management and general $13,650

  • 24a · Other expenses: PROMOTIONAL DESIGN

    total $224,975 · program services $224,975

  • 24b · Other expenses: CLEANING & MAINTENANCE

    total $153,328 · program services $130,329 · management and general $22,999

  • 24c · Other expenses: UTILITIES

    total $99,349 · program services $84,447 · management and general $14,902

  • 24d · Other expenses: DINNERS & RECEPTIONS

    total $91,526 · program services $29,821 · fundraising $61,705

  • 24e · All other expenses

    total $345,219 · program services $296,633 · management and general $46,533 · fundraising $2,053

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $731,533 · end of year $659,220

  • 2 · Savings and temporary cash investments

    beginning of year $673,413 · end of year $454,801

  • 3 · Pledges and grants receivable

    beginning of year $76,941 · end of year $491,872

  • 4 · Accounts receivable

    end of year $3,473

  • 8 · Inventories for sale or use

    beginning of year $13,277 · end of year $12,065

  • 9 · Prepaid expenses and deferred charges

    beginning of year $14,136 · end of year $17,471

  • 10a · Land, buildings and equipment: cost or other basis

    $13,363,374

  • 10b · Land, buildings and equipment: accumulated depreciation

    $7,131,964

  • 10c · Land, buildings and equipment, net

    beginning of year $6,502,890 · end of year $6,231,410

  • 15 · Other assets

    beginning of year $6,633,733 · end of year $7,495,111

  • 17 · Accounts payable and accrued expenses

    beginning of year $243,555 · end of year $387,477

  • 19 · Deferred revenue

    beginning of year $421,409 · end of year $420,224

  • 24 · Unsecured notes and loans payable

    beginning of year $128,436 · end of year $103,689

  • 27 · Net assets without donor restrictions

    beginning of year $7,172,019 · end of year $7,442,940

  • 28 · Net assets with donor restrictions

    beginning of year $6,680,504 · end of year $7,011,093

Mission and programs · 2024

Mission

INCORPORATED ON JULY 2, 1951, THE ALLENTOWN SYMPHONY ASSOCIATION (ASA) IS THE OPERATING ORGANIZATION OF THE ALLENTOWN SYMPHONY ORCHESTRA (ASO)AND MILLER SYMPHONY HALL (MSH). THE MISSION OF THE ASA IS TO PROVIDE A FIRST-CLASS ORCHESTRA AND HALL, QUALITY PERFORMING ARTS, AND CULTURAL EDUCATION IN PARTNERSHIP WITH THE COMMUNITY. EACH YEAR, THE ASA FULFILLS ITS MISSION FIRST THROUGH HIGH- QUALITY PROGRAMMING AND EDUCATIONAL SERVICES THAT IMPACT COMMUNITY MEMBERS OF ALL AGES AND SOCIOECONOMIC BACKGROUNDS AND SECOND THROUGH IMPROVEMENTS AND MAINTENANCE OF MILLER SYMPHONY HALL.

  • THE ALLENTOWN SYMPHONY ASSOCIATION OPERATES THE REGION'S ONLY PROFESSIONAL SYMPHONIC ORCHESTRA, OWNS/OPERATES HISTORIC MILLER SYMPHONY HALL IN DOWNTOWN ALLENTOWN, PA, AND HAS A TRADITION OF BRINGING INTERNATIONALLY RENOWNED GUEST ARTISTS AND INNOVATIVE PROGRAMMING TO AUDIENCES IN THE LEHIGH VALLEY AND SURROUNDING REGION. THE ALLENTOWN SYMPHONY ORCHESTRA, WHOSE 74 CLASSICALLY TRAINED MUSICIANS ARE DRAWN FROM PENNSYLVANIA AND FOUR SURROUNDING STATES HAS RISEN TO HIGH STANDARDS OF ARTISTIC EXCELLENCE UNDER MUSIC DIRECTOR DIANE WITTRY DURING 30 SEASONS TO-DATE. THE ALLENTOWN SYMPHONY ASSOCIATION IS ONE OF THE SMALLEST BUDGET ORCHESTRAS IN THE UNITED STATES THAT OWNS AND OPERATES ITS OWN PERFORMANCE VENUE, HISTORIC MILLER SYMPHONY HALL. SINCE THE EARLY 2000'S THE SYMPHONY HAS FUNDED A SERIES OF CAPITAL IMPROVEMENTS, AT A COST OF MORE THAN 12 MILLION, BEGINNING WITH THE FOWLER EDUCATION WING, WHICH PROVIDED THE 1899 -ERA THEATER WITH MUCH NEEDED BACKSTAGE SPACE AND RENOVATED EXISTING SPACES IN THE BUILDING. MILLER SYMPHONY HALL OFFERS THREE PERFORMANCE SPACES AND FACILITIES THAT CAN BE RENTED TO THE PUBLIC FOR MEETINGS, CONFERENCES, AND SPECIAL EVENTS. DURING THE 2024-2025 SEASON, THE ALLENTOWN SYMPHONY ASSOCIATION PRESENTED 18 ALLENTOWN SYMPHONY ORCHESTRA (ASO) CLASSICAL AND POPS CONCERTS, FIVE ASO YOUTH & FAMILY PERFORMANCES FOR CHILDREN AND FAMILIES, 12 JAZZ UPSTAIRS PERFORMANCES; EIGHT MET IN HD BROADCASTS; AND A VARIETY OF OTHER PROGRAMS, INCLUDING TWO NEW CHAMBER MUSIC SERIES CONCERTS AS PART OF ITS COMPOSER- IN-RESIDENCE PROGRAM. IT ALSO RENTED MILLER SYMPHONY HALL TO EXTERNAL ORGANIZATIONS AND INDIVIDUALS FOR MEETINGS, PERFORMANCES, AND PRIVATE EVENTS. THIS INCLUDED TWO PERFORMANCES OF REPERTORY DANCE THEATRE'S NUTCRACKER WHO FEATURED THE ASO IN THEIR PRESENTATION. THE ALLENTOWN SYMPHONY ASSOCIATION'S EDUCATIONAL PROGRAMS ARE VITAL TO ITS MISSION. EL SISTEMA LEHIGH VALLEY, THE DAILY AFTERSCHOOL STRING INSTRUMENT EDUCATION PROGRAM, SERVES ABOUT 130 STUDENTS ANNUALLY WHO HAIL FROM MORE THAN 20 LEHIGH VALLEY SCHOOLS. GROUP LESSONS WERE HELD AFTER SCHOOL FOR THE MAJORITY OF THE PROGRAM'S STUDENTS AT ROOSEVELT ELEMENTARY SCHOOL AND SHERIDAN ELEMENTARY SCHOOL, WHILE STUDENTS ATTENDING RAUB MIDDLE SCHOOL HAD LESSONS 1-2 DAYS PER WEEK DURING THE SCHOOL DAY. THE SYMPHONY'S YOUTH AND FAMILY CONCERTS AND YOUNG MUSICIANS STRING FESTIVAL WELCOMED THOUSANDS OF YOUTH AND FAMILIES TO MILLER SYMPHONY HALL. THE ALLENTOWN SYMPHONY ORCHESTRA'S COMPOSER-IN-RESIDENCE PROGRAM CONTINUED WITH TWO NEW CHAMBER MUSIC SERIES CONCERTS HELD AT MORAVIAN UNIVERSITY AND THE RODALE ROOM AT MILLER SYMPHONY HALL. THE SYMPHONY BALL, WHICH RAISES FUNDING FOR THESE EDUCATION PROGRAMS, WAS HELD IN SEPTEMBER 2024 AND RAISED A NEW RECORD AMOUNT OF REVENUE FOR THE ORGANIZATION.

    Expenses $3,692,025 · Revenue $730,461

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • John K Bury

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Judith Belaires CFRE

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    3

  • Mary Lou Hull

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Andrew Trautmann

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Ibolya Balog

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Anne Baum

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • John Berseth

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Kristine Burfeind

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Dr Francis Burt

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Steve Butz

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • H Lloyd Carbaugh

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Joan B Cole

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Kendal Conrad

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Hon Percy H Dougherty PhD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Karen M El-Chaar Esq

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Dr Lona M Farr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Carmen A Flosdorf

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Linda Kay Gardner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Lisa Grenier

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Judith A Harris Esq

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Leon S John Jr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • William McGlinn

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Ellen Millard-Kern

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Joan M Moran

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Maria Nunez

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • David M Osborn

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Jon Panik

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Wendy Stark

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Michael J Torbert

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • James Vastine

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Iilene Wood

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • James M Yorgey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Jeffrey M Zimskind Esq

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Diane Wittry

    CONDUCTER

    Total calculated
    $139,858
    From this org
    $132,012
    From related orgs
    $0
    Other
    $7,846
    Hours/week
    40

  • Alfred Jacobsen

    EXECUTIVE DI

    Total calculated
    $151,541
    From this org
    $129,833
    From related orgs
    $0
    Other
    $21,708
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,833
    Bonus
    not reported
    Other
    not reported
    Deferred
    $21,708
    Nontaxable benefits
    not reported
    Filer's total
    $151,541

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
13 April 2026
IRS schema version
2024v5.0
Source object
202641039349300809

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