Civic Intelligence

Allentown Symphony Association

EIN 23-6272140 • 501(c)3 • Allentown, PA

Profile

SEE ATTACHED.

23 North 6th StreetAllentown, PA 18101-1431

www.allentownsymphony.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.06x

Higher debt load relative to assets than 32% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

47th percentile

0.20x

Higher debt load relative to revenue than 47% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

56th percentile

6.8%

Higher net margin than 56% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

38th percentile

$151,541

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

52nd percentile

4.9%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

52nd percentile

7.9%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Assets

Down

$15,214,374

Down $307,479 (-2.0%) from 2021

Liabilities

Down

$922,759

Down $418,878 (-31%) from 2021

Net Assets

Up

$14,291,615

Up $111,399 (+0.8%) from 2021

Revenue

Up

$4,344,837

Up $1,936,350 (+80%) from 2021

Expenses

Up

$3,493,239

Up $1,240,106 (+55%) from 2021

Net Income

Up

$851,598

Up $696,244 (+448%) from 2021

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2015: $14,562,194Liabilities 2015: $2,079,589Net Assets 2015: $12,482,6052015Assets 2016: $13,411,750Liabilities 2016: $1,386,718Net Assets 2016: $12,025,0322016Assets 2017: $13,397,209Liabilities 2017: $1,279,162Net Assets 2017: $12,118,0472017Assets 2018: $13,986,869Liabilities 2018: $1,441,529Net Assets 2018: $12,545,3402018Assets 2019: $14,055,592Liabilities 2019: $1,521,504Net Assets 2019: $12,534,0882019Assets 2020: $14,046,225Liabilities 2020: $1,243,064Net Assets 2020: $12,803,1612020Assets 2021: $15,521,853Liabilities 2021: $1,341,637Net Assets 2021: $14,180,2162021Assets 2022: $15,214,374Liabilities 2022: $922,759Net Assets 2022: $14,291,6152022

Highlighted filing

2022

Assets$15,214,374
Liabilities$922,759
Net Assets$14,291,615

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $3,591,773Expenses 2015: $3,541,875Net Income 2015: $49,8982015Revenue 2016: $3,069,360Expenses 2016: $3,519,566Net Income 2016: -$450,2062016Revenue 2017: $2,915,593Expenses 2017: $3,462,333Net Income 2017: -$546,7402017Revenue 2018: $3,595,886Expenses 2018: $3,619,870Net Income 2018: -$23,9842018Revenue 2019: $3,527,163Expenses 2019: $3,243,100Net Income 2019: $284,0632019Revenue 2020: $3,454,463Expenses 2020: $3,152,871Net Income 2020: $301,5922020Revenue 2021: $2,408,487Expenses 2021: $2,253,133Net Income 2021: $155,3542021Revenue 2022: $4,344,837Expenses 2022: $3,493,239Net Income 2022: $851,5982022

Highlighted filing

2022

Revenue$4,344,837
Expenses$3,493,239
Net Income$851,598

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
May 12, 2023
Return Version
2021v4.0
Gross Receipts
$4,344,837
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,380,626$7,087,969▼ $292,657
Cash and Non-Interest-Bearing Accounts$900,354$1,295,468▲ $395,114
Savings and Temporary Cash Investments$259,148$229,889▼ $29,259
Accounts Receivable$25,710$165,844▲ $140,134
Investments in Publicly Traded Securities$39,304--
Inventories for Sale or Use$6,527$8,138▲ $1,611
Prepaid Expenses and Deferred Charges$35,957$4,531▼ $31,426
Total Assets$15,521,853$15,214,374▼ $307,479
Other Assets Total$6,874,227$6,422,535▼ $451,692
Liabilities
Deferred Revenue$237,638$588,416▲ $350,778
Unsecured Notes Loans Payable$974,472$193,807▼ $780,665
Accounts Payable and Accrued Expenses$129,527$140,536▲ $11,009
Total Liabilities$1,341,637$922,759▼ $418,878
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,286,879$7,778,261▲ $491,382
Net Assets With Donor Restrictions$6,893,337$6,513,354▼ $379,983
Total Net Assets Fund Balance$14,180,216$14,291,615▲ $111,399
Total Liabilities and Net Assets / Fund Balance$15,521,853$15,214,374▼ $307,479

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,867,696$5,592,328$12,460,024
Equipment$94,991$443,412$538,403
Other Land Buildings$20,914$89,252$110,166
Land$104,368-$104,368
Other Assets Org$1--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$6,805,415$255,511▼ $463,498-$6,303,229
2020$5,583,714-▲ $1,483,463-$6,805,415
2019$5,618,322-▲ $248,169-$5,583,714
2018$5,916,818-▼ $59,341-$5,618,322
2017$5,779,318-▲ $357,500-$5,916,818
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alfred JacobsenExecutive DiFT$101,211$24,942$126,153
Diane WittryConducterFT$114,375$10,352$124,727

Board Members and Trustees

NameTitle
Ibolya BalogPresident
Andrew TrautmannBoard Member
Carmen a FlosdorfBoard Member
Charles V RuppertBoard Member
David M OsbornBoard Member
Dr Charles F Smith SrBoard Member
Dr Lona M FarrBoard Member
Dr Thomas J TachovskyBoard Member
Ellen Millard-kernBoard Member
H Lloyd CarbaughBoard Member
Hon Percy H Dougherty PhdBoard Member
Howard S CohenBoard Member
Ilene WoodBoard Member
James H WickBoard Member
James M YorgeyBoard Member
James VastineBoard Member
Jane HeftBoard Member
Jeffrey M Zimskind EsqBoard Member
Jo-ann S KellyBoard Member
Joan B ColeBoard Member
Joan M MoranBoard Member
Joel S KlapermanBoard Member
John BersethBoard Member
John K BuryBoard Member
Judith Belaires CfreBoard Member
Judith a Harris EsqBoard Member
Kristine BurfeindBoard Member
Michael J TorbertBoard Member
Peter L KernBoard Member
Philip C JacksonBoard Member
Robert DonatelliBoard Member
Sarah H HottingerBoard Member
Wendy StarkBoard Member
Linda Kay GardnerSecretary
Mary Lou HullTreasurer
Victor SalicettiVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$3,288,000
Program Service Revenue
$639,836
Investment Income
$290,209
Other Revenue
$126,792
All Other Contributions
$2,160,344
Change in Net Assets
$851,598

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,344,837
Revenue Not Reported on Form 990
$-740,199
Total Revenue per Audited Statements
$3,604,638
Total Revenue per Form 990
$4,344,837
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,935,941
Other Expenses$1,557,298
Total Fundraising Expense$286,691
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,360,466$130,493$238,332$1,729,291
Depreciation Depletion$284,345$50,178-$334,523
All Other Expenses$173,979$24,530$20,980$219,489
Office Expenses$175,984$2,477-$178,461
Fees for Services Legal-$122,070-$122,070
Payroll Taxes$84,380$11,816$21,581$117,777
Advertising$110,151--$110,151
Travel$97,691--$97,691
Other Employee Benefits$71,987$14,220$2,666$88,873
Insurance$57,193$10,093-$67,286
Other Expenses$59,507$12,966$3,132$62,639
Fees for Services Accounting-$17,500-$17,500
Interest-$11,837-$11,837
Total Functional Expenses$2,780,128$426,420$286,691$3,493,239

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,493,239
Total Expenses per Audited Statements$3,493,239
Total Expenses per Form 990$3,493,239
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
No
Annual disclosure for covered persons
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
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

A copy of form 990 is provided to the organization's audit committee for their review and oversight before it was filed. After approval by the committee, a copy of the form 990 is distributed to the full governing board for their review and consideration.

Form 990, Page 6, Part VI, Line 12C

The conflict of interest policy contains provisions to limit participation and voting by a member who has a conflict on any vote where that influence would bias the voting member.

Form 990, Page 6, Part VI, Line 15A

The allentown symphony association's process for hiring employees who have compensation in excess of 100,000 starts with a board of directors search committee. They will investigate sources such as the american symphony league, other orchestras, and other performing arts centers the high, medium and low range salary and benefits for the position. Education and work experience play an important role in determining how much compensation is offered. After intensive interview process, the candidate is vetted through our executive committee and presented to our board of directors. Any change in compensation must be proposed by a compensation committee comprised of independent directors and then approved by the executive committee before being presented to the board of directors.

Form 990, Page 6, Part VI, Line 19

All documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Allentown Symphony Association Inc
EIN
23-6272140
Phone
6104326715
Address
23 NORTH 6TH STREET, ALLENTOWN, PA 18101-1431

Signing Officer

Name
Ibolya Balog
Title
President
Phone
6104326715
Signed
2023-05-12

Organization Details

Principal Officer
Ibolya Balog
Formed
1951
Legal Domicile
Pa
Voting Board Members
36
Independent Board Members
36
Employees
158
Volunteers
100

Preparer

Firm
Buckno Lisicky & Company Pc
Address
645 HAMILTON ST SUITE 204, ALLENTOWN, PA 18101
Preparer
David J Marakovits
Phone
6108218580
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.

Form 990, Page 2, Part III, Line 4A

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 six surrounding states, has risen to high standards of artistic excellence under music director diane wittry during the past 28 seasons. The allentown symphony association is one of only several symphonic organizations in america to own 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 s12 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 2021-2022 season, the allentown symphony association produced, hosted, and presented a total of 47 live and in-person performances: 15 allentown symphony orchestra classical and pops concerts; 10 jazz upstairs performances; 13 met in hd broadcasts; and a variety of other programs, including a live performance by the allentown symphony orchestra of the music of star wars: a new hope during a showing of the movie at the ppl center. Two new music chamber series concerts were held as part of the composer-in-residence program. The allentown symphony association's educational programs are vital to its mission. El sistema lehigh valley, the daily afterschool string instrument education program, returned to in-person sessions with a record 122 students from 19 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 during the school day. Due to flooding caused by a broken pipe in miller symphony hall, the 2022 youth and family concert could not be held, but the symphony created a series of performances that involved musicians of the allentown symphony orchestra traveling to local schools. The symphony organized a woodwind quintet that made 7 live performances of "peter and the wolf" at 5 schools for approximately 1,000 students. The allentown symphony orchestra's composer-in-residence program continued with two new music chamber series concerts. Held at the allentown art museum and the lehigh valley charter high school for the arts. The symphony ball, which raises funding for these education programs and was scheduled for february 2022, was deferred until september 2022 due to covid-related concerns.

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IRS990/ActivityOrMissionDesc0INCORPORATED 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.
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IRS990/Desc0THE 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 SIX SURROUNDING STATES, HAS RISEN TO HIGH STANDARDS OF ARTISTIC EXCELLENCE UNDER MUSIC DIRECTOR DIANE WITTRY DURING THE PAST 28 SEASONS. THE ALLENTOWN SYMPHONY ASSOCIATION IS ONE OF ONLY SEVERAL SYMPHONIC ORGANIZATIONS IN AMERICA TO OWN 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 S12 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 2021-2022 SEASON, THE ALLENTOWN SYMPHONY ASSOCIATION PRODUCED, HOSTED, AND PRESENTED A TOTAL OF 47 LIVE AND IN-PERSON PERFORMANCES: 15 ALLENTOWN SYMPHONY ORCHESTRA CLASSICAL AND POPS CONCERTS; 10 JAZZ UPSTAIRS PERFORMANCES; 13 MET IN HD BROADCASTS; AND A VARIETY OF OTHER PROGRAMS, INCLUDING A LIVE PERFORMANCE BY THE ALLENTOWN SYMPHONY ORCHESTRA OF THE MUSIC OF STAR WARS: A NEW HOPE DURING A SHOWING OF THE MOVIE AT THE PPL CENTER. TWO NEW MUSIC CHAMBER SERIES CONCERTS WERE HELD AS PART OF THE COMPOSER-IN-RESIDENCE PROGRAM. THE ALLENTOWN SYMPHONY ASSOCIATION'S EDUCATIONAL PROGRAMS ARE VITAL TO ITS MISSION. EL SISTEMA LEHIGH VALLEY, THE DAILY AFTERSCHOOL STRING INSTRUMENT EDUCATION PROGRAM, RETURNED TO IN-PERSON SESSIONS WITH A RECORD 122 STUDENTS FROM 19 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 DURING THE SCHOOL DAY. DUE TO FLOODING CAUSED BY A BROKEN PIPE IN MILLER SYMPHONY HALL, THE 2022 YOUTH AND FAMILY CONCERT COULD NOT BE HELD, BUT THE SYMPHONY CREATED A SERIES OF PERFORMANCES THAT INVOLVED MUSICIANS OF THE ALLENTOWN SYMPHONY ORCHESTRA TRAVELING TO LOCAL SCHOOLS. THE SYMPHONY ORGANIZED A WOODWIND QUINTET THAT MADE 7 LIVE PERFORMANCES OF "PETER AND THE WOLF" AT 5 SCHOOLS FOR APPROXIMATELY 1,000 STUDENTS. THE ALLENTOWN SYMPHONY ORCHESTRA'S COMPOSER-IN-RESIDENCE PROGRAM CONTINUED WITH TWO NEW MUSIC CHAMBER SERIES CONCERTS. HELD AT THE ALLENTOWN ART MUSEUM AND THE LEHIGH VALLEY CHARTER HIGH SCHOOL FOR THE ARTS. THE SYMPHONY BALL, WHICH RAISES FUNDING FOR THESE EDUCATION PROGRAMS AND WAS SCHEDULED FOR FEBRUARY 2022, WAS DEFERRED UNTIL SEPTEMBER 2022 DUE TO COVID-RELATED CONCERNS.
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