Civic Intelligence

The Hershey Symphony Orchestra Society Inc

990 • Fiscal year 2017 • EIN 23-2056048

Jul 01, 2016 to Jun 30, 2017 • Filed on May 10, 2018

PO Box 93Hershey, PA 17033

(717) 533-8449

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

44th percentile

0.8%

Higher net margin than 44% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

82nd percentile

$16,500

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

49th percentile

1.6%

Faster asset growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

57th percentile

5.6%

Faster revenue growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$121,720

Up $1,947 (+1.6%) from 2016

Net Assets

Up

$121,720

Up $1,947 (+1.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$248,227

Up $13,054 (+5.6%) from 2016

Expenses

Up

$246,280

Up $27,390 (+13%) from 2016

Net Income

Down

$1,947

Down $14,336 (-88%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2011: $44,915Liabilities 2011: $0Net Assets 2011: $44,9152011Assets 2012: $62,657Liabilities 2012: $0Net Assets 2012: $62,6572012Assets 2013: $73,896Liabilities 2013: $0Net Assets 2013: $73,8962013Assets 2014: $89,496Liabilities 2014: $0Net Assets 2014: $89,4962014Assets 2015: $103,490Liabilities 2015: $0Net Assets 2015: $103,4902015Assets 2016: $119,773Liabilities 2016: $0Net Assets 2016: $119,7732016Assets 2017: $121,720Liabilities 2017: $0Net Assets 2017: $121,7202017Assets 2018: $142,651Liabilities 2018: $0Net Assets 2018: $142,6512018Assets 2019: $221,199Liabilities 2019: $0Net Assets 2019: $221,1992019Assets 2020: $287,303Liabilities 2020: $0Net Assets 2020: $287,3032020Assets 2021: $304,126Net Assets 2021: $304,1262021Assets 2022: $312,276Net Assets 2022: $312,2762022Assets 2023: $336,017Liabilities 2023: $6,376Net Assets 2023: $329,6412023Assets 2024: $373,352Liabilities 2024: $38,829Net Assets 2024: $334,5232024Assets 2025: $367,849Liabilities 2025: $15,031Net Assets 2025: $352,8182025

Highlighted filing

2017

Assets$121,720
Liabilities$0
Net Assets$121,720

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0Revenue 2011: $185,630Expenses 2011: $150,312Net Income 2011: $35,3182011Revenue 2012: $164,135Expenses 2012: $146,393Net Income 2012: $17,7422012Revenue 2013: $176,738Expenses 2013: $165,499Net Income 2013: $11,2392013Revenue 2014: $189,305Expenses 2014: $173,705Net Income 2014: $15,6002014Revenue 2015: $220,545Expenses 2015: $206,551Net Income 2015: $13,9942015Revenue 2016: $235,173Expenses 2016: $218,890Net Income 2016: $16,2832016Revenue 2017: $248,227Expenses 2017: $246,280Net Income 2017: $1,9472017Revenue 2018: $292,723Expenses 2018: $271,792Net Income 2018: $20,9312018Revenue 2019: $357,504Expenses 2019: $278,956Net Income 2019: $78,5482019Revenue 2020: $258,273Expenses 2020: $192,169Net Income 2020: $66,1042020Revenue 2021: $73,547Expenses 2021: $56,724Net Income 2021: $16,8232021Revenue 2022: $189,968Expenses 2022: $181,818Net Income 2022: $8,1502022Revenue 2023: $283,530Expenses 2023: $266,165Net Income 2023: $17,3652023Revenue 2024: $334,623Expenses 2024: $329,741Net Income 2024: $4,8822024Revenue 2025: $344,049Expenses 2025: $325,754Net Income 2025: $18,2952025

Highlighted filing

2017

Revenue$248,227
Expenses$246,280
Net Income$1,947
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 10, 2018
Return Version
2016v3.1
Gross Receipts
$277,422
Mission and Program Overview

Mission

To engage our community through artistic excellence and live performances of great music. This includes concerts and youth education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$64,174$65,959▲ $1,785
Savings and Temporary Cash Investments$52,359$52,367▲ $8
Prepaid Expenses and Deferred Charges$3,240$3,394▲ $154
Total Assets$119,773$121,720▲ $1,947
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$119,773$121,720▲ $1,947
Total Net Assets Fund Balance$119,773$121,720▲ $1,947
Total Liabilities and Net Assets / Fund Balance$119,773$121,720▲ $1,947
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Paul MetzgerExecutive DiPT$16,500$16,500

Board Members and Trustees

NameTitle
Dr Paul BrettschneiderPresident
Lee BoltzPresident El
Ann OuyangDirector
Carolyn SmithDirector
Colette SilvestriDirector
Deanna GeiterDirector
Diane UsoffDirector
Gretchen CameronDirector
Kim BadmanDirector
Kristine HornDirector
Nate MiscannonDirector
Rich BarleyDirector
Sue PavelicDirector
Terri DibaccoDirector
Randy SibertPast Preside
Lynn StenSecretary
Nicole DiffenderferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$85,874
Program Service Revenue
$158,008
Investment Income
$8
Other Revenue
$4,337
All Other Contributions
$60,277
Change in Net Assets
$1,947
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$169,083
Salaries, Compensation, and Employee Benefits$77,197
Total Fundraising Expense$8,158
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$56,000--$56,000
All Other Expenses$30,811$1,521$2,636$34,968
Advertising$16,740-$1,055$17,795
Current Officers, Directors, Trustees, and Key Employees$1,650$11,550$3,300$16,500
Other Expenses$11,974--$11,974
Office Expenses$10,335$1,148-$11,483
Fees for Services Other$5,700--$5,700
Payroll Taxes$4,697--$4,697
Fees for Services Accounting$1,166$1,167$1,167$3,500
Insurance$1,675$419-$2,094
Total Functional Expenses$222,317$15,805$8,158$246,280
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$33,197
Fundraising Direct Expenses$29,195
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$51,294$33,197$4,376$28,821
Total Events$51,294$33,197$29,195$4,002
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The tax return will be reviewed by the individual who signs the tax return.

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
The Hershey Symphony Orchestra
EIN
23-2056048
Phone
7175338449
Address
PO BOX 93, HERSHEY, PA 17033

Signing Officer

Name
Nicole Diffenderfer
Title
Treasurer
Phone
7175338449
Signed
2018-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Paul Brettschneider
Formed
1977
Legal Domicile
Pa
Voting Board Members
16
Independent Board Members
16
Employees
1
Volunteers
110

Preparer

Firm
Diana M Reed & Associates Pc
Address
1505 E CHOCOLATE AVE, HERSHEY, PA 17033
Preparer
Diana M Reed
Phone
7175335513
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Travel 11,335 0 0 music 3,514 0 0 bank charges & credit car 3,068 162 0 young artist competition 3,228 0 0 membership & licensing 3,151 0 0 development 0 0 2,636 amusement tax 2,499 0 0 trailer expense 2,287 0 0 payroll service 1,729 0 0 supplies 0 1,359 0 total 30,811 1,521 2,636

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IRS990/OfficeExpensesGrp/ProgramServicesAmt010335
IRS990/OfficeExpensesGrp/TotalAmt011483
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0THEATRE RENTAL
IRS990/OtherExpensesGrp/Desc1MUSICIANS
IRS990/OtherExpensesGrp/Desc2FESTIVAL STRINGS
IRS990/OtherExpensesGrp/Desc3CONCERT EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt055659
IRS990/OtherExpensesGrp/ProgramServicesAmt113920
IRS990/OtherExpensesGrp/ProgramServicesAmt211990
IRS990/OtherExpensesGrp/ProgramServicesAmt311974
IRS990/OtherExpensesGrp/TotalAmt055659
IRS990/OtherExpensesGrp/TotalAmt113920
IRS990/OtherExpensesGrp/TotalAmt211990
IRS990/OtherExpensesGrp/TotalAmt311974
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt056000
IRS990/OtherSalariesAndWagesGrp/TotalAmt056000
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt04697
IRS990/PayrollTaxesGrp/TotalAmt04697
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03240
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03394
IRS990/PrincipalOfficerNm0DR PAUL BRETTSCHNEIDER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TICKET SALES
IRS990/ProgramServiceRevenueGrp/Desc1LINCOLN CENTER CONCERT
IRS990/ProgramServiceRevenueGrp/Desc2FESTIVAL STRINGS
IRS990/ProgramServiceRevenueGrp/Desc3PROGRAM BOOKLET SPONSORSHIP
IRS990/ProgramServiceRevenueGrp/Desc4REGISTRATION FEES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt05500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0109341
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt122302
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt220655
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3210
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0109341
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt122302
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt220655
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt35500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4210
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt095535
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0900
IRS990/PYInvestmentIncomeAmt01485
IRS990/PYOtherExpensesAmt0163147
IRS990/PYOtherRevenueAmt0-3487
IRS990/PYProgramServiceRevenueAmt0141640
IRS990/PYRevenuesLessExpensesAmt016283
IRS990/PYSalariesCompEmpBnftPaidAmt054843
IRS990/PYTotalExpensesAmt0218890
IRS990/PYTotalRevenueAmt0235173
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01947
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0158008
IRS990/SavingsAndTempCashInvstGrp/BOYAmt052359
IRS990/SavingsAndTempCashInvstGrp/EOYAmt052367
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt085874
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt095535
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt067982
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt075492
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt074201
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0399084
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01485
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01543
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0152508
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.77680
IRS990ScheduleA/PublicSupportPY170Pct00.69820
IRS990ScheduleA/PublicSupportTotal170Amt0338401
IRS990ScheduleA/SubstantialContributorsTotAmt060683
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt085874
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt095535
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt067982
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt075492
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt074201
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0399084
IRS990ScheduleA/TotalSupportAmt0435633
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt08837
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt0393
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt06183
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt015472
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt04121
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt035006
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt018097
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt018097
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029195
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt02528
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02528
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt022291
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt022291
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt051294
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051294
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033197
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033197
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04002
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04376
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04376
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TAX RETURN WILL BE REVIEWED BY THE INDIVIDUAL WHO SIGNS THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRAVEL 11,335 0 0 MUSIC 3,514 0 0 BANK CHARGES & CREDIT CAR 3,068 162 0 YOUNG ARTIST COMPETITION 3,228 0 0 MEMBERSHIP & LICENSING 3,151 0 0 DEVELOPMENT 0 0 2,636 AMUSEMENT TAX 2,499 0 0 TRAILER EXPENSE 2,287 0 0 PAYROLL SERVICE 1,729 0 0 SUPPLIES 0 1,359 0 TOTAL 30,811 1,521 2,636
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.68$0.15$3.53$3.44$3.26$0.18
2024Detailed filing. Detailed filing data is available for this year.$3.73$0.39$3.35$3.35$3.30$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.36$0.06$3.30$2.84$2.66$0.17
2022Detailed filing. Detailed filing data is available for this year.$3.12$3.12$1.90$1.82$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.04$3.04$0.74$0.57$0.17
2020Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$2.58$1.92$0.66
2019Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$3.58$2.79$0.79
2018Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$2.93$2.72$0.21
2017Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$2.48$2.46$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$2.35$2.19$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$2.21$2.07$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$1.89$1.74$0.16
2013Summary only. Only limited summary data is available for this year.$0.74$0.00$0.74$1.77$1.65$0.11
2012Summary only. Only limited summary data is available for this year.$0.63$0.00$0.63$1.64$1.46$0.18
2011Summary only. Only limited summary data is available for this year.$0.45$0.00$0.45$1.86$1.50$0.35