Form 990 for tax year 2022

Filed by ALLENTOWN SYMPHONY ASSOCIATION INC.

Totals

Total revenue: $3,482,479
Total expenses: $3,795,510
Contributions and grants received: $2,361,294
Grants paid: $0
Program service revenue: $479,341
Investment income: $333,698
Other revenue: $308,146
Total assets, end of year: $14,125,400
Total liabilities, end of year: $604,575
Net assets or fund balances, end of year: $13,520,825
Program services expenses (Part IX): $3,236,546
Management and general expenses: $424,438
Fundraising expenses: $134,526
Program service expenses (Part III): $3,236,546

Program services were 85.3% 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

$47,458
1e · Government grants (contributions)

$512,500
1f · All other contributions, gifts and grants

$1,801,336
1g · Noncash contributions included above

$38,611
2a · Program service revenue: CONCERT TICKET SALES

total $435,357 · related or exempt $435,357
2b · Program service revenue: NET CONCESSION SALES

total $43,984 · related or exempt $43,984
3 · Investment income

total $333,698 · related or exempt $11,018 · excluded $322,680
6a · Gross rents

real property $144,024
6c · Rental income or loss

real property $144,024
6d · Net rental income or loss

total $144,024 · excluded $144,024
8a · Fundraising events: gross income

$201,689
8a · Fundraising events: contributions included on line 1c

$47,458
8b · Fundraising events: direct expenses

$64,903
8c · Net income from fundraising events

total $136,786 · excluded $136,786
11a · Other revenue: OTHER REVENUE

total $27,336 · related or exempt $27,336
11e · Other revenue, total

$27,336

Functional expenses

Part IX, the statement of functional expenses.

5 · Compensation of officers, directors and key employees

total $297,803 · program services $187,636 · management and general $73,445 · fundraising $36,722
7 · Other salaries and wages

total $1,628,010 · program services $1,563,576 · management and general $23,795 · fundraising $40,639
9 · Other employee benefits

total $76,763 · program services $69,730 · management and general $6,049 · fundraising $984
10 · Payroll taxes

total $138,027 · program services $125,516 · management and general $7,718 · fundraising $4,793
11g · Fees: other

total $175,373 · program services $9,064 · management and general $159,770 · fundraising $6,539
12 · Advertising and promotion

total $98,832 · program services $98,832
13 · Office expenses

total $171,712 · program services $160,980 · management and general $10,732
17 · Travel

total $128,330 · program services $128,330
19 · Conferences, conventions and meetings

total $2,805 · program services $2,805
20 · Interest

total $10,942 · management and general $10,942
22 · Depreciation, depletion and amortization

total $334,745 · program services $284,533 · management and general $50,212
23 · Insurance

total $81,290 · program services $69,096 · management and general $12,194
24a · Other expenses: CLEANING & MAINTENANCE

total $156,440 · program services $132,974 · management and general $23,466
24b · Other expenses: MUSIC RENTAL & EQUIPMENT

total $103,599 · program services $103,599
24c · Other expenses: UTILITIES

total $90,493 · program services $76,919 · management and general $13,574
24d · Other expenses: DINNERS & RECEPTIONS

total $61,711 · program services $19,624 · fundraising $42,087
24e · All other expenses

total $238,635 · program services $203,332 · management and general $32,541 · fundraising $2,762

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $1,295,468 · end of year $951,614
2 · Savings and temporary cash investments

beginning of year $229,889 · end of year $383,647
4 · Accounts receivable

beginning of year $165,844 · end of year $14,694
8 · Inventories for sale or use

beginning of year $8,138 · end of year $18,327
9 · Prepaid expenses and deferred charges

beginning of year $4,531 · end of year $31,518
10a · Land, buildings and equipment: cost or other basis

$13,226,017
10b · Land, buildings and equipment: accumulated depreciation

$6,459,736
10c · Land, buildings and equipment, net

beginning of year $7,087,969 · end of year $6,766,281
15 · Other assets

beginning of year $6,422,535 · end of year $5,959,319
17 · Accounts payable and accrued expenses

beginning of year $140,536 · end of year $119,491
19 · Deferred revenue

beginning of year $588,416 · end of year $328,085
24 · Unsecured notes and loans payable

beginning of year $193,807 · end of year $156,999
27 · Net assets without donor restrictions

beginning of year $7,778,261 · end of year $7,413,090
28 · Net assets with donor restrictions

beginning of year $6,513,354 · end of year $6,107,735

Mission and programs · 2022

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 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 PLUS WASHINGTON, DC, HAS RISEN TO HIGH STANDARDS OF ARTISTIC EXCELLENCE UNDER MUSIC DIRECTOR DIANE WITTRY DURING 28 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 2022-2023 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 MUSIC CHAMBER 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 139 STUDENTS FROM 21 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 BOTH RETURNED AFTER BEING ON HIATUS DURING THE PANDEMIC, WELCOMING THOUSANDS OF STUDENTS TO MILLER SYMPHONY HALL. THE ALLENTOWN SYMPHONY ORCHESTRA'S COMPOSER-IN-RESIDENCE PROGRAM CONTINUED WITH TWO NEW MUSIC CHAMBER SERIES CONCERTS HELD AT MILLER SYMPHONY HALL AND THE LEHIGH VALLEY CHARTER HIGH SCHOOL FOR THE ARTS. THE SYMPHONY BALL, WHICH RAISES FUNDING FOR THESE EDUCATION PROGRAMS, WAS HELD IN SEPTEMBER 2022 RAISING A RECORD AMOUNT OF REVENUE FOR THE ASA.

Expenses $3,236,546 · Revenue $479,341

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

James M YorgeyJAMES M YORGEY

PRESIDENT

Total calculated

$0

Hours/week

3
John K BuryJOHN K BURY

VICE PRESIDE

Total calculated

$0

Hours/week

3
Mary Lou HullMARY LOU HULL

TREASURER

Total calculated

$0

Hours/week

3
Linda Kay GardnerLINDA KAY GARDNER

SECRETARY

Total calculated

$0

Hours/week

3
Ibolya BalogIBOLYA BALOG

BOARD MEMBER

Total calculated

$0

Hours/week

3
Anne BaumANNE BAUM

BOARD MEMBER

Total calculated

$0

Hours/week

3
Judith Belaires CFREJUDITH BELAIRES CFRE

BOARD MEMBER

Total calculated

$0

Hours/week

3
John BersethJOHN BERSETH

BOARD MEMBER

Total calculated

$0

Hours/week

3
Kristine BurfeindKRISTINE BURFEIND

BOARD MEMBER

Total calculated

$0

Hours/week

3
H Lloyd CarbaughH LLOYD CARBAUGH

BOARD MEMBER

Total calculated

$0

Hours/week

3
Howard S CohenHOWARD S COHEN

BOARD MEMBER

Total calculated

$0

Hours/week

3
Joan B ColeJOAN B COLE

BOARD MEMBER

Total calculated

$0

Hours/week

3
Robert DonatelliROBERT DONATELLI

BOARD MEMBER

Total calculated

$0

Hours/week

3
Hon Percy H Dougherty PhDHON PERCY H DOUGHERTY PHD

BOARD MEMBER

Total calculated

$0

Hours/week

3
Dr Lona M FarrDR LONA M FARR

BOARD MEMBER

Total calculated

$0

Hours/week

3
Carmen A FlosdorfCARMEN A FLOSDORF

BOARD MEMBER

Total calculated

$0

Hours/week

3
Judith A Harris EsqJUDITH A HARRIS ESQ

BOARD MEMBER

Total calculated

$0

Hours/week

3
Jane HeftJANE HEFT

BOARD MEMBER

Total calculated

$0

Hours/week

3
Sarah H HottingerSARAH H HOTTINGER

BOARD MEMBER

Total calculated

$0

Hours/week

3
Jo-Ann S KellyJO-ANN S KELLY

BOARD MEMBER

Total calculated

$0

Hours/week

3
Peter L KernPETER L KERN

BOARD MEMBER

Total calculated

$0

Hours/week

3
Joel S KlapermanJOEL S KLAPERMAN

BOARD MEMBER

Total calculated

$0

Hours/week

3
Ellen Millard-KernELLEN MILLARD-KERN

BOARD MEMBER

Total calculated

$0

Hours/week

3
Joan M MoranJOAN M MORAN

BOARD MEMBER

Total calculated

$0

Hours/week

3
David M OsbornDAVID M OSBORN

BOARD MEMBER

Total calculated

$0

Hours/week

3
Jon PanikJON PANIK

BOARD MEMBER

Total calculated

$0

Hours/week

3
Charles V RuppertCHARLES V RUPPERT

BOARD MEMBER

Total calculated

$0

Hours/week

3
Victor SalicettiVICTOR SALICETTI

BOARD MEMBER

Total calculated

$0

Hours/week

3
Dr Charles F Smith SrDR CHARLES F SMITH SR

BOARD MEMBER

Total calculated

$0

Hours/week

3
Wendy StarkWENDY STARK

BOARD MEMBER

Total calculated

$0

Hours/week

3
Dr Thomas J TachovskyDR THOMAS J TACHOVSKY

BOARD MEMBER

Total calculated

$0

Hours/week

3
Michael J TorbertMICHAEL J TORBERT

BOARD MEMBER

Total calculated

$0

Hours/week

3
Andrew TrautmannANDREW TRAUTMANN

BOARD MEMBER

Total calculated

$0

Hours/week

3
James VastineJAMES VASTINE

BOARD MEMBER

Total calculated

$0

Hours/week

3
James H WickJAMES H WICK

BOARD MEMBER

Total calculated

$0

Hours/week

3
Ilene WoodILENE WOOD

BOARD MEMBER

Total calculated

$0

Hours/week

3
Jeffrey M Zimskind EsqJEFFREY M ZIMSKIND ESQ

BOARD MEMBER

Total calculated

$0

Hours/week

3
Diane WittryDIANE WITTRY

CONDUCTER

Total calculated

$135,145

From this org

$125,819

From related orgs

$0

Other

$9,326

Hours/week

40
Alfred JacobsenALFRED JACOBSEN

EXECUTIVE DI

Total calculated

$152,342

From this org

$127,400

From related orgs

$0

Other

$24,942

Hours/week

40

Schedule J breakdown matched by us

Base

$127,400

Bonus

not reported

Other

not reported

Deferred

$24,942

Nontaxable benefits

not reported

Filer's total

$152,342

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: 2022
Filed: 15 April 2024
IRS schema version: 2022v5.0
Source object: 202401089349300300

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