Form 990 for tax year 2023
Filed by ALLENTOWN SYMPHONY ASSOCIATION INC.
Totals
- Total revenue
- $4,326,486
- Total expenses
- $4,606,001
- Contributions and grants received
- $2,767,348
- Grants paid
- $0
- Program service revenue
- $830,816
- Investment income
- $416,989
- Other revenue
- $311,333
- Total assets, end of year
- $14,645,923
- Total liabilities, end of year
- $793,400
- Net assets or fund balances, end of year
- $13,852,523
- Program services expenses (Part IX)
- $3,911,365
- Management and general expenses
- $536,523
- Fundraising expenses
- $158,113
- Program service expenses (Part III)
- $3,911,365
Program services were 84.9% 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
$42,377
-
1e · Government grants (contributions)
$609,185
-
1f · All other contributions, gifts and grants
$2,115,786
-
1g · Noncash contributions included above
$119,285
-
2a · Program service revenue: CONCERT TICKET SALES
total $759,160 · related or exempt $759,160
-
2b · Program service revenue: NET CONCESSION SALES
total $71,656 · related or exempt $71,656
-
3 · Investment income
total $416,989 · related or exempt $30,695 · excluded $386,294
-
6a · Gross rents
real property $175,171
-
6c · Rental income or loss
real property $175,171
-
6d · Net rental income or loss
total $175,171 · excluded $175,171
-
8a · Fundraising events: gross income
$219,747
-
8a · Fundraising events: contributions included on line 1c
$42,377
-
8b · Fundraising events: direct expenses
$83,882
-
8c · Net income from fundraising events
total $135,865 · excluded $135,865
-
11a · Other revenue: PROGRAM ADS
total $297 · related or exempt $297
-
11e · Other revenue, total
$297
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $271,193 · program services $221,270 · management and general $29,954 · fundraising $19,969
-
7 · Other salaries and wages
total $1,946,209 · program services $1,789,495 · management and general $89,401 · fundraising $67,313
-
9 · Other employee benefits
total $139,434 · program services $112,942 · management and general $22,309 · fundraising $4,183
-
10 · Payroll taxes
total $149,629 · program services $130,918 · management and general $10,808 · fundraising $7,903
-
11g · Fees: other
total $212,671 · program services $10,961 · management and general $200,180 · fundraising $1,530
-
12 · Advertising and promotion
total $196,241 · program services $196,241
-
13 · Office expenses
total $187,705 · program services $177,594 · management and general $10,111
-
17 · Travel
total $157,921 · program services $157,921
-
19 · Conferences, conventions and meetings
total $8,947 · program services $8,947
-
20 · Interest
total $12,304 · management and general $12,304
-
22 · Depreciation, depletion and amortization
total $336,276 · program services $285,835 · management and general $50,441
-
23 · Insurance
total $91,300 · program services $77,605 · management and general $13,695
-
24a · Other expenses: CLEANING & MAINTENANCE
total $151,515 · program services $128,788 · management and general $22,727
-
24b · Other expenses: MUSIC RENTAL & EQUIPMENT
total $123,469 · program services $123,469
-
24c · Other expenses: UTILITIES
total $99,006 · program services $84,155 · management and general $14,851
-
24d · Other expenses: DINNERS & RECEPTIONS
total $79,363 · program services $25,237 · fundraising $54,126
-
24e · All other expenses
total $442,818 · program services $379,987 · management and general $59,742 · fundraising $3,089
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $951,614 · end of year $731,533
-
2 · Savings and temporary cash investments
beginning of year $383,647 · end of year $673,413
-
3 · Pledges and grants receivable
end of year $13,000
-
4 · Accounts receivable
beginning of year $14,694 · end of year $63,941
-
8 · Inventories for sale or use
beginning of year $18,327 · end of year $13,277
-
9 · Prepaid expenses and deferred charges
beginning of year $31,518 · end of year $14,136
-
10a · Land, buildings and equipment: cost or other basis
$13,298,902
-
10b · Land, buildings and equipment: accumulated depreciation
$6,796,012
-
10c · Land, buildings and equipment, net
beginning of year $6,766,281 · end of year $6,502,890
-
15 · Other assets
beginning of year $5,959,319 · end of year $6,633,733
-
17 · Accounts payable and accrued expenses
beginning of year $119,491 · end of year $243,555
-
19 · Deferred revenue
beginning of year $328,085 · end of year $421,409
-
24 · Unsecured notes and loans payable
beginning of year $156,999 · end of year $128,436
-
27 · Net assets without donor restrictions
beginning of year $7,413,090 · end of year $7,172,019
-
28 · Net assets with donor restrictions
beginning of year $6,107,735 · end of year $6,680,504
Mission and programs · 2023
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 29 SEASONS TO-DATE. THE ALLENTOWN SYMPHONY ASSOCIATION IS ONE OF ONLY SEVERAL SYMPHONIC ORGANIZATIONS IN AMERICA TO OWN AND OPERATE 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 TRANSFORMED THE 1899-ERA THEATER INTO A FIRST-CLASS PERFORMING ARTS CENTER. MILLER SYMPHONY HALL OFFERS THREE PERFORMANCE SPACES AND FACILITIES THAT CAN BE RENTED BY THE PUBLIC FOR MEETINGS, CONFERENCES, AND SPECIAL EVENTS. DURING THE 2023-2024 SEASON, THE ALLENTOWN SYMPHONY ASSOCIATION PRESENTED 16 ALLENTOWN SYMPHONY ORCHESTRA CLASSICAL AND POPS CONCERTS; 12 JAZZ UPSTAIRS PERFORMANCES; 13 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. THE ALLENTOWN SYMPHONY ASSOCIATION'S EDUCATIONAL PROGRAMS ARE VITAL TO ITS MISSION. EL SISTEMA LEHIGH VALLEY, THE DAILY AFTERSCHOOL STRING INSTRUMENT EDUCATION PROGRAM, SET A RECORD WITH 161 STUDENTS FROM 26 LEHIGH VALLEY SCHOOLS. GROUP LESSONS WERE HELD AFTER SCHOOL FOR THE MAJORITY OF THE PROGRAM'S STUDENTS, WHILE STUDENTS ATTENDING RAUB MIDDLE SCHOOL AND SOUTH MOUNTAIN 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 EASTON HIGH SCHOOL AND THE LEHIGH VALLEY CHARTER HIGH SCHOOL FOR THE ARTS. THE SYMPHONY BALL, WHICH RAISES FUNDING FOR THESE EDUCATION PROGRAMS, WAS HELD IN SEPTEMBER 2023 AND RAISED A NEW RECORD AMOUNT OF REVENUE FOR THE ORGANIZATION.
Expenses $3,911,365 · Revenue $830,816
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
JAMES M YORGEY
PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
JOHN K BURY
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 3
-
MARY LOU HULL
TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
LINDA KAY GARDNER
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
-
JUDITH BELAIRES CFRE
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
-
LISA GRENIER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
JUDITH A HARRIS ESQ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
SARAH H HOTTINGER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
JOEL S KLAPERMAN
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
-
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
-
ANDREW TRAUTMANN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
JAMES VASTINE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
JAMES H WICK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
ILENE WOOD
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
- $154,847
- From this org
- $142,647
- From related orgs
- $0
- Other
- $12,200
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $142,647
- Bonus
- not reported
- Other
- not reported
- Deferred
- $12,200
- Nontaxable benefits
- not reported
- Filer's total
- $154,847
-
ALFRED JACOBSEN
EXECUTIVE DI
- Total calculated
- $148,572
- From this org
- $124,612
- From related orgs
- $0
- Other
- $23,960
- Hours/week
- 40
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
- 2023
- Filed
- 15 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202531059349301328
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