Civic Intelligence

York Symphony Orchestra

EIN 23-6298810 • 501(c)3 • York, PA

Profile

With a commitment to excellence, the mission of the york symphony orchestra is to provide a wide variety of diverse live orchestral music and music education to the people of our region.

50 North George StreetYork, PA 17401

yorksymphony.org

Siviq Scores

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

Liabilities / Assets

34th percentile

0.04x

Higher debt load relative to assets than 34% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.26x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

18th percentile

-13%

Higher net margin than 18% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

51st percentile

5.2%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2025

Revenue Growth

40th percentile

2.7%

Faster revenue growth than 40% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$8,242,788

Up $498,513 (+6.4%) from 2024

Liabilities

Up

$354,381

Up $38,258 (+12%) from 2024

Net Assets

Up

$7,888,407

Up $460,255 (+6.2%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin18th percentile

Revenue

Up

$1,348,999

Up $173,483 (+15%) from 2024

Expenses

Up

$1,517,815

Up $188,487 (+14%) from 2024

Net Income

Down

-$168,816

Down $15,004 (-9.8%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$10M$5.0M$0Assets 2010: $812,139Liabilities 2010: $462,822Net Assets 2010: $349,3172010Assets 2011: $1,098,661Liabilities 2011: $412,009Net Assets 2011: $686,6522011Assets 2012: $841,943Liabilities 2012: $148,294Net Assets 2012: $693,6492012Assets 2013: $755,179Liabilities 2013: $216,539Net Assets 2013: $538,6402013Assets 2014: $751,887Liabilities 2014: $202,565Net Assets 2014: $549,3222014Assets 2015: $785,059Liabilities 2015: $257,589Net Assets 2015: $527,4702015Assets 2016: $2,907,466Liabilities 2016: $308,688Net Assets 2016: $2,598,7782016Assets 2018: $5,173,151Liabilities 2018: $213,771Net Assets 2018: $4,959,3802018Assets 2019: $5,151,336Liabilities 2019: $216,557Net Assets 2019: $4,934,7792019Assets 2020: $5,935,207Liabilities 2020: $363,207Net Assets 2020: $5,572,0002020Assets 2021: $7,471,090Liabilities 2021: $378,400Net Assets 2021: $7,092,6902021Assets 2022: $7,088,967Liabilities 2022: $352,750Net Assets 2022: $6,736,2172022Assets 2023: $7,064,837Liabilities 2023: $273,341Net Assets 2023: $6,791,4962023Assets 2024: $7,744,275Liabilities 2024: $316,123Net Assets 2024: $7,428,1522024Assets 2025: $8,242,788Liabilities 2025: $354,381Net Assets 2025: $7,888,4072025

Highlighted filing

2025

Assets$8,242,788
Liabilities$354,381
Net Assets$7,888,407
Open 2025 Filing

Operations Trend

Revenue Growth40th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $915,6542010Expenses 2011: $772,3912011Expenses 2012: $704,3212012Expenses 2013: $783,3632013Revenue 2014: $547,893Expenses 2014: $572,797Net Income 2014: -$24,9042014Revenue 2015: $719,941Expenses 2015: $676,468Net Income 2015: $43,4732015Revenue 2016: $2,967,903Expenses 2016: $925,570Net Income 2016: $2,042,3332016Revenue 2018: $1,148,243Expenses 2018: $964,380Net Income 2018: $183,8632018Revenue 2019: $1,144,218Expenses 2019: $1,017,648Net Income 2019: $126,5702019Revenue 2020: $1,593,735Expenses 2020: $917,424Net Income 2020: $676,3112020Revenue 2021: $968,289Expenses 2021: $672,638Net Income 2021: $295,6512021Revenue 2022: $1,246,870Expenses 2022: $1,059,086Net Income 2022: $187,7842022Revenue 2023: $873,881Expenses 2023: $1,218,504Net Income 2023: -$344,6232023Revenue 2024: $1,175,516Expenses 2024: $1,329,328Net Income 2024: -$153,8122024Revenue 2025: $1,348,999Expenses 2025: $1,517,815Net Income 2025: -$168,8162025

Highlighted filing

2025

Revenue$1,348,999
Expenses$1,517,815
Net Income-$168,816
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,242,788
Liabilities
$354,381
Net assets
$7,888,407
Revenue
$1,348,999
Expenses
$1,517,815
Net income
-$168,816
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.24$0.35$7.89$1.35$1.52$0.17
2024Detailed filing. Detailed filing data is available for this year.$7.74$0.32$7.43$1.18$1.33$0.15
2023Detailed filing. Detailed filing data is available for this year.$7.06$0.27$6.79$0.87$1.22$0.34
2022Detailed filing. Detailed filing data is available for this year.$7.09$0.35$6.74$1.25$1.06$0.19
2021Detailed filing. Detailed filing data is available for this year.$7.47$0.38$7.09$0.97$0.67$0.30
2020Detailed filing. Detailed filing data is available for this year.$5.94$0.36$5.57$1.59$0.92$0.68
2019Detailed filing. Detailed filing data is available for this year.$5.15$0.22$4.93$1.14$1.02$0.13
2018Detailed filing. Detailed filing data is available for this year.$5.17$0.21$4.96$1.15$0.96$0.18
2016Detailed filing. Detailed filing data is available for this year.$2.91$0.31$2.60$2.97$0.93$2.04
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.26$0.53$0.72$0.68$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.20$0.55$0.55$0.57$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.22$0.54$0.78
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.15$0.69$0.70
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.41$0.69$0.77
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.46$0.35$0.92
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Feb 16, 2026
Return Version
2024v5.5
Gross Receipts
$1,348,999
Mission and Program Overview

Mission

To provide live orchestral music to the people of south central pennsylvania and northern maryland.

The mission of the york symphony orchestra is to provide a wide variety of excellent, diverse, live orchestral music and music education to the people of our region.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$6,571,025$6,949,177▲ $378,152
Cash and Non-Interest-Bearing Accounts$779,645$762,403▼ $17,242
Savings and Temporary Cash Investments$257,661$264,387▲ $6,726
Pledges and Grants Receivable$70,205$231,370▲ $161,165
Land, Buildings, and Equipment, Net$41,711$28,002▼ $13,709
Prepaid Expenses and Deferred Charges$24,028$7,449▼ $16,579
Total Assets$7,744,275$8,242,788▲ $498,513
Liabilities
Deferred Revenue$140,920$182,947▲ $42,027
Mortgage Notes Payable Secured by Investment Property$143,613$150,084▲ $6,471
Accounts Payable and Accrued Expenses$31,590$21,350▼ $10,240
Total Liabilities$316,123$354,381▲ $38,258
Net Assets / Fund Balance
Net Assets With Donor Restrictions$6,146,214$6,657,618▲ $511,404
Net Assets Without Donor Restrictions$1,281,938$1,230,789▼ $51,149
Total Net Assets Fund Balance$7,428,152$7,888,407▲ $460,255
Total Liabilities and Net Assets / Fund Balance$7,744,275$8,242,788▲ $498,513

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$28,002$76,515$104,517
Other Securities$6,949,177--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$6,682,653$135,000▲ $675,094$250,920$7,195,806
2023$6,130,696-▲ $834,497$238,511$6,682,653
2022$5,974,901-▲ $442,615$244,107$6,130,696
2021$6,355,076$367,981▼ $487,315$203,899$5,974,901
2020$4,983,178$146,858▲ $1,253,687-$6,355,076
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Anthony WiseExecutive DirectorFT$91,637$91,637
Venona DetrickOrchestra Rep-$5,134$5,134

Board Members and Trustees

NameTitle
Vince ButeraChair Orchestra Comm
Amy MilstenCommunity Engagement Chair
William R HartmanDevelopment Chair
Lynda RandallImmed Past President
Betsy KeeferPresident
Mieke DriscollVice President
Albert BlakeyBoard Member
Andy BarnesBoard Member
Anthony MooreBoard Member
Carolyn MosserBoard Member
Glenn MillerBoard Member
Jane DavisBoard Member
Jeremy SlagleBoard Member
Kevin DitzlerBoard Member
Larry J MillerBoard Member
Meredith SchrefflerBoard Member
Michelle ShipleyBoard Member
Robert LambertBoard Member
Louisa HartensteinChorus Rep
Rodney BarnettSecretary
Misty DannerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,018,012
Program Service Revenue
$289,317
Investment Income
$38,599
Other Revenue
$3,071
All Other Contributions
$1,018,012
Change in Net Assets
$-168,816

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,348,999
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$81,625
Total Revenue per Audited Statements
$1,430,624
Total Revenue per Form 990
$1,348,999
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,105,944
Salaries, Compensation, and Employee Benefits$411,871
Total Fundraising Expense$129,242
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$171,036$43,586$75,565$290,187
Fees for Services Other-$94,283-$94,283
Current Officers, Directors, Trustees, and Key Employees$54,011$13,764$23,862$91,637
Advertising$76,755$154-$76,909
Office Expenses$16,069$45,055$9,626$70,750
Fees for Services Management$1,568$40,595-$42,163
Payroll Taxes$17,710$4,513$7,824$30,047
Depreciation Depletion-$13,709-$13,709
Other Expenses$13,177-$12,365$13,177
Interest-$12,240-$12,240
Insurance-$9,704-$9,704
All Other Expenses$7,375--$7,375
Information Technology$5,720--$5,720
Total Functional Expenses$1,110,970$277,603$129,242$1,517,815

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,599,440
Expenses per Audited Statements$1,517,815
Total Expenses per Form 990$1,517,815
Expenses Not Reported on Form 990$81,625
Expenses Not Reported on Financial Statements$0
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
Yes
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, Part VI, Section B, Line 11B

“The finance committee reviews the 990. They make a recommendation to the board to approve the form. All board members have the opportunity to review the 990 before it is filed.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is signed annually by all officers, directors, and key employees. The forms are distributed to all parties. The governance committee ensures that all forms are completed.”

Form 990, Part VI, Section B, Line 15

“An annual performance review is conducted by board of directors and senior staff which includes an evaluation of compensation is examined.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
York Symphony Orchestra
EIN
23-6298810
Phone
7178120717
Address
50 NORTH GEORGE STREET, YORK, PA 17401

Signing Officer

Name
Kevin Irving
Title
Executive Director
Phone
7178120717
Signed
2026-02-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Betsy Keefer
Formed
1934
Legal Domicile
Pa
Voting Board Members
22
Independent Board Members
22
Employees
7
Volunteers
90

Preparer

Firm
Mckonly & Asbury Llp
Address
415 FALLOWFIELD ROAD, CAMP HILL, PA 17011
Preparer
Alyssa N Irish
Phone
7177617910
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in net assets of community foundation 629,071.”

FORM 990, PART XII, LINE 2C:

“The audit oversight and selection process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The organization has adopted investment and spending policies for endowment assets that attempt to preserve the long-term purchasing power of the endowment fund and to provide a reasonably stable and predictable revenue stream from the endowment to support the operating budget of the organization, and to protect the endowment investments from regular operating spending needs. The organization has a total return policy of appropriating for distrubition each year a percent of its endowment fund's market value. The spending rate shall be 4.5% of the rolling five-year average of the market values of the endowment.”

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the organization, including whether the entity is exempt from income taxes. Management evaluated the tax positions taken and concluded that the organization had taken no uncertain tax positions that require recognition or disclosure in the financial statements. Therefore, no provision or liability for income taxes has been included in the financial statements. With few exceptions, the organization is no longer subject to income tax examinations by the federal, state, or local tax authorities for years before august 31, 2022.”

Raw XML AppendixShowing 400 of 606 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm7VINCE BUTERA
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IRS990/Form990PartVIISectionAGrp/PersonNm10KEVIN DITZLER
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IRS990/Form990PartVIISectionAGrp/PersonNm12WILLIAM R HARTMAN
IRS990/Form990PartVIISectionAGrp/PersonNm13ROBERT LAMBERT
IRS990/Form990PartVIISectionAGrp/PersonNm14LARRY J MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm15GLENN MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm16AMY MILSTEN
IRS990/Form990PartVIISectionAGrp/PersonNm17ANTHONY MOORE
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IRS990/Form990PartVIISectionAGrp/PersonNm19MEREDITH SCHREFFLER
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IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
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