ALLENTOWN SYMPHONY ASSOCIATION INC (EIN 236272140) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1951

Legal Domicile

Principal Officer

JOHN K BURY

Phone

6104326715

Tax Period

2024-06-01 to 2025-05-31

ALLENTOWN SYMPHONY ASSOCIATION INC, founded in 1951, is a community nonprofit in the Arts, Culture & Humanities sector that reported $4.7M in total revenue in fiscal year 2024. Expenses of $4.4M left a modest 7% surplus.

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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,435,919

Program Service Revenue $730,461

Investment Income $335,915

Other Revenue $167,498

TOTAL REVENUE $4,669,793

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,376,850

Fundraising Expenses $172,351

Program Expenses $3,692,025

Other Expenses $1,974,767

TOTAL EXPENSES $4,351,617

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,669,793	$4,326,486	+0.1%
Expenses	$4,351,617	$4,606,001	-0.1%
Net Income	$318,176	$-279,515	-2.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

242

Volunteers

105

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$291,399

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN K BURY	PRESIDENT	3.00	Officer Director	$0	$0	$0
JUDITH BELAIRES CFRE	VICE PRESIDE	3.00	Officer Director	$0	$0	$0
MARY LOU HULL	TREASURER	3.00	Officer Director	$0	$0	$0
ANDREW TRAUTMANN	SECRETARY	3.00	Officer Director	$0	$0	$0
IBOLYA BALOG	BOARD MEMBER	3.00	Director	$0	$0	$0
ANNE BAUM	BOARD MEMBER	3.00	Director	$0	$0	$0
JOHN BERSETH	BOARD MEMBER	3.00	Director	$0	$0	$0
KRISTINE BURFEIND	BOARD MEMBER	3.00	Director	$0	$0	$0
DR FRANCIS BURT	BOARD MEMBER	3.00	Director	$0	$0	$0
STEVE BUTZ	BOARD MEMBER	3.00	Director	$0	$0	$0
H LLOYD CARBAUGH	BOARD MEMBER	3.00	Director	$0	$0	$0
JOAN B COLE	BOARD MEMBER	3.00	Director	$0	$0	$0
KENDAL CONRAD	BOARD MEMBER	3.00	Director	$0	$0	$0
HON PERCY H DOUGHERTY PHD	BOARD MEMBER	3.00	Director	$0	$0	$0
KAREN M EL-CHAAR ESQ	BOARD MEMBER	3.00	Director	$0	$0	$0
DR LONA M FARR	BOARD MEMBER	3.00	Director	$0	$0	$0
CARMEN A FLOSDORF	BOARD MEMBER	3.00	Director	$0	$0	$0
LINDA KAY GARDNER	BOARD MEMBER	3.00	Officer Director	$0	$0	$0
LISA GRENIER	BOARD MEMBER	3.00	Director	$0	$0	$0
JUDITH A HARRIS ESQ	BOARD MEMBER	3.00	Director	$0	$0	$0
LEON S JOHN JR	BOARD MEMBER	3.00	Director	$0	$0	$0
WILLIAM MCGLINN	BOARD MEMBER	3.00	Director	$0	$0	$0
ELLEN MILLARD-KERN	BOARD MEMBER	3.00	Director	$0	$0	$0
JOAN M MORAN	BOARD MEMBER	3.00	Director	$0	$0	$0
MARIA NUNEZ	BOARD MEMBER	3.00	Director	$0	$0	$0
DAVID M OSBORN	BOARD MEMBER	3.00	Director	$0	$0	$0
JON PANIK	BOARD MEMBER	3.00	Director	$0	$0	$0
WENDY STARK	BOARD MEMBER	3.00	Director	$0	$0	$0
MICHAEL J TORBERT	BOARD MEMBER	3.00	Director	$0	$0	$0
JAMES VASTINE	BOARD MEMBER	3.00	Director	$0	$0	$0
IILENE WOOD	BOARD MEMBER	3.00	Director	$0	$0	$0
JAMES M YORGEY	BOARD MEMBER	3.00	Director	$0	$0	$0
JEFFREY M ZIMSKIND ESQ	BOARD MEMBER	3.00	Director	$0	$0	$0
DIANE WITTRY	CONDUCTER	40.00	Officer	$132,012	$7,846	$139,858
ALFRED JACOBSEN	EXECUTIVE DI	40.00	Officer	$129,833	$21,708	$151,541

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$4,669,793	$4,351,617	$15,365,423	$318,176
2024	$4,326,486	$4,606,001	$14,645,923	$-279,515
2023	$3,482,479	$3,795,510	$14,125,400	$-313,031
2022	$4,344,837	$3,493,239	$15,214,374	$851,598
2021	$2,408,487	$2,253,133	$15,521,853	$155,354
2020	$3,454,463	$3,152,871	$14,046,225	$301,592
2020	$3,454,463	$3,152,871	$14,046,225	$301,592
2019	$3,527,163	$3,243,100	$14,055,592	$284,063

ALLENTOWN SYMPHONY ASSOCIATION INC