Civic Intelligence

The Hershey Symphony Orchestra Society Inc

990 • Fiscal year 2024 • EIN 23-2056048

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 21, 2024

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

79th percentile

0.10x

Higher debt load relative to assets than 79% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.12x

Higher debt load relative to revenue than 83% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

46th percentile

1.5%

Higher net margin than 46% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

86th percentile

$22,500

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

18%

Faster revenue growth than 67% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$373,352

Up $37,335 (+11%) from 2023

Net Assets

Up

$334,523

Up $4,882 (+1.5%) from 2023

Liabilities

Up

$38,829

Up $32,453 (+509%) from 2023

Revenue

Up

$334,623

Up $51,093 (+18%) from 2023

Expenses

Up

$329,741

Up $63,576 (+24%) from 2023

Net Income

Down

$4,882

Down $12,483 (-72%) from 2023

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

2024

Assets$373,352
Liabilities$38,829
Net Assets$334,523

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

2024

Revenue$334,623
Expenses$329,741
Net Income$4,882
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 21, 2024
Return Version
2023v6.0
Gross Receipts
$345,457
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$240,265$306,923▲ $66,658
Savings and Temporary Cash Investments$54,119$50,000▼ $4,119
Land, Buildings, and Equipment, Net$19,633$15,102▼ $4,531
Prepaid Expenses and Deferred Charges$22,000$1,327▼ $20,673
Total Assets$336,017$373,352▲ $37,335
Liabilities
Deferred Revenue$5,500$30,300▲ $24,800
Accounts Payable and Accrued Expenses$876$8,529▲ $7,653
Total Liabilities$6,376$38,829▲ $32,453
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$329,641$334,523▲ $4,882
Total Net Assets Fund Balance$329,641$334,523▲ $4,882
Total Liabilities and Net Assets / Fund Balance$336,017$373,352▲ $37,335

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$15,102$7,551$22,653
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Susan CortExecutive DiPT$22,500$22,500

Board Members and Trustees

NameTitle
Jordan YeagleyPresident
Susan HoffmanPresident-el
Carolyn SmithDirector
Chris BradleyDirector
Erica WesslingDirector
Geneva ShefferDirector
Paul BrettschneiderDirector
Piro RjepajDirector
Ruth BarleyDirector
Virginia LoweDirector
Christina LaceySecretary
Sue PavelicTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$111,826
Program Service Revenue
$210,054
Investment Income
$1,430
Other Revenue
$11,313
All Other Contributions
$95,076
Change in Net Assets
$4,882
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$224,490
Salaries, Compensation, and Employee Benefits$104,251
Total Fundraising Expense$14,309
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$77,711-$4,040$81,751
Advertising$27,160-$514$27,674
Current Officers, Directors, Trustees, and Key Employees$2,250$15,750$4,500$22,500
All Other Expenses$6,280$3,241$2,955$12,476
Fees for Services Accounting$2,300$3,050$2,300$7,650
Insurance$5,370$1,342-$6,712
Other Expenses$6,505$396-$6,505
Depreciation Depletion$4,531--$4,531
Office Expenses$1,280$142-$1,422
Grants to Domestic Individuals$1,000--$1,000
Total Functional Expenses$291,511$23,921$14,309$329,741
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$20,097
Fundraising Direct Expenses$9,850
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent Auction/$11,606$11,606$460$11,146
Gala$14,215$7,465$7,465$0
Total Events$25,821$19,071$7,925$11,146
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
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 2

Sue pavelic jordan yeagley treasurer president mother-in-law/son-in-law

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 15A

Executive director compensation was approved by a vote of the board of directors.

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
Sue Pavelic
Title
Treasurer
Phone
7175338449
Signed
2024-01-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jordan Yeagley
Formed
1977
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
20

Preparer

Firm
Diana M Reed & Associates Pc
Address
1505 E CHOCOLATE AVE, HERSHEY, PA 17033
Preparer
Diana M Reed-reynolds
Phone
7175335513
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt022000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01327
IRS990/PrincipalOfficerNm0JORDAN YEAGLEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TICKET SALES
IRS990/ProgramServiceRevenueGrp/Desc1PROCESSING FEES
IRS990/ProgramServiceRevenueGrp/Desc2FESTIVAL OF STRINGS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0193912
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt112267
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23875
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0193912
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt112267
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23875
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt085984
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0723
IRS990/PYOtherExpensesAmt0172766
IRS990/PYOtherRevenueAmt010658
IRS990/PYProgramServiceRevenueAmt0186165
IRS990/PYRevenuesLessExpensesAmt017365
IRS990/PYSalariesCompEmpBnftPaidAmt093399
IRS990/PYTotalExpensesAmt0266165
IRS990/PYTotalRevenueAmt0283530
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt04882
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0210054
IRS990/SavingsAndTempCashInvstGrp/BOYAmt054119
IRS990/SavingsAndTempCashInvstGrp/EOYAmt050000
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 1,565
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0111826
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt085984
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt051880
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt065727
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt084978
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0400395
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01430
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0723
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0286
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0387
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0922
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03748
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0699131
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt022147
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0850
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0330
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0385
IRS990ScheduleA/OtherIncome170Grp/TotalAmt023712
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.67460
IRS990ScheduleA/PublicSupportPY170Pct00.78480
IRS990ScheduleA/PublicSupportTotal170Amt0303385
IRS990ScheduleA/SubstantialContributorsTotAmt097010
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0111826
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt085984
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt051880
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt065727
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt084978
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0400395
IRS990ScheduleA/TotalSupportAmt0449708
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt06287
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt05130
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt010436
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt021853
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
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt015102
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07551
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt022653
IRS990ScheduleD/TotalBookValueLandBuildingsAmt015102
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt06750
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt06750
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07925
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SILENT AUCTION/
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014215
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011606
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt025821
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07465
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011606
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019071
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011146
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07925
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07465
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0460
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUE PAVELIC JORDAN YEAGLEY TREASURER PRESIDENT MOTHER-IN-LAW/SON-IN-LAW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TAX RETURN WILL BE REVIEWED BY THE INDIVIDUAL WHO SIGNS THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXECUTIVE DIRECTOR COMPENSATION WAS APPROVED BY A VOTE OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0336017
IRS990/TotalAssetsEOYAmt0373352
IRS990/TotalAssetsGrp/BOYAmt0336017
IRS990/TotalAssetsGrp/EOYAmt0373352
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0111826
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt014309
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt023921
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0291511
IRS990/TotalFunctionalExpensesGrp/TotalAmt0329741
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06376
IRS990/TotalLiabilitiesEOYAmt038829
IRS990/TotalLiabilitiesGrp/BOYAmt06376
IRS990/TotalLiabilitiesGrp/EOYAmt038829

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