ALLENTOWN SYMPHONY ASSOCIATION INC

EIN: 236272140 501(c)(3) Arts, Culture & Humanities

ALLENTOWN, PA

Total Revenue
$4,669,793
Total Expenses
$4,351,617
Total Assets
$15,365,423
Net Assets
$14,454,033
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Financial Trends

Organization Details

Formation Year
1951
Legal Domicile
PA
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.

Program Service Accomplishments

Program 1
Expenses: $3,692,025 Revenue: $730,461

THE ALLENTOWN SYMPHONY ASSOCIATION OPERATES THE REGION'S ONLY PROFESSIONAL SYMPHONIC ORCHESTRA, OWNS/OPERATES HISTORIC MILLER SYMPHONY HALL IN DOWNTOWN ALLENTOWN, PA, AND HAS A TRADITION OF BRINGING...

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THE ALLENTOWN SYMPHONY ASSOCIATION OPERATES THE REGION'S ONLY PROFESSIONAL SYMPHONIC ORCHESTRA, OWNS/OPERATES HISTORIC MILLER SYMPHONY HALL IN DOWNTOWN ALLENTOWN, PA, 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 FOUR SURROUNDING STATES HAS RISEN TO HIGH STANDARDS OF ARTISTIC EXCELLENCE UNDER MUSIC DIRECTOR DIANE WITTRY DURING 30 SEASONS TO-DATE. THE ALLENTOWN SYMPHONY ASSOCIATION IS ONE OF THE SMALLEST BUDGET ORCHESTRAS IN THE UNITED STATES THAT OWNS AND OPERATES 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 12 MILLION, BEGINNING WITH THE FOWLER EDUCATION WING, WHICH PROVIDED THE 1899 -ERA THEATER WITH MUCH NEEDED BACKSTAGE SPACE AND RENOVATED EXISTING SPACES IN THE BUILDING. MILLER SYMPHONY HALL OFFERS THREE PERFORMANCE SPACES AND FACILITIES THAT CAN BE RENTED TO THE PUBLIC FOR MEETINGS, CONFERENCES, AND SPECIAL EVENTS. DURING THE 2024-2025 SEASON, THE ALLENTOWN SYMPHONY ASSOCIATION PRESENTED 18 ALLENTOWN SYMPHONY ORCHESTRA (ASO) CLASSICAL AND POPS CONCERTS, FIVE ASO YOUTH & FAMILY PERFORMANCES FOR CHILDREN AND FAMILIES, 12 JAZZ UPSTAIRS PERFORMANCES; EIGHT MET IN HD BROADCASTS; AND A VARIETY OF OTHER PROGRAMS, INCLUDING TWO NEW CHAMBER MUSIC SERIES CONCERTS AS PART OF ITS COMPOSER- IN-RESIDENCE PROGRAM. IT ALSO RENTED MILLER SYMPHONY HALL TO EXTERNAL ORGANIZATIONS AND INDIVIDUALS FOR MEETINGS, PERFORMANCES, AND PRIVATE EVENTS. THIS INCLUDED TWO PERFORMANCES OF REPERTORY DANCE THEATRE'S NUTCRACKER WHO FEATURED THE ASO IN THEIR PRESENTATION. THE ALLENTOWN SYMPHONY ASSOCIATION'S EDUCATIONAL PROGRAMS ARE VITAL TO ITS MISSION. EL SISTEMA LEHIGH VALLEY, THE DAILY AFTERSCHOOL STRING INSTRUMENT EDUCATION PROGRAM, SERVES ABOUT 130 STUDENTS ANNUALLY WHO HAIL FROM MORE THAN 20 LEHIGH VALLEY SCHOOLS. GROUP LESSONS WERE HELD AFTER SCHOOL FOR THE MAJORITY OF THE PROGRAM'S STUDENTS AT ROOSEVELT ELEMENTARY SCHOOL AND SHERIDAN ELEMENTARY SCHOOL, WHILE STUDENTS ATTENDING RAUB MIDDLE SCHOOL HAD LESSONS 1-2 DAYS PER WEEK DURING THE SCHOOL DAY. THE SYMPHONY'S YOUTH AND FAMILY CONCERTS AND YOUNG MUSICIANS STRING FESTIVAL WELCOMED THOUSANDS OF YOUTH AND FAMILIES TO MILLER SYMPHONY HALL. THE ALLENTOWN SYMPHONY ORCHESTRA'S COMPOSER-IN-RESIDENCE PROGRAM CONTINUED WITH TWO NEW CHAMBER MUSIC SERIES CONCERTS HELD AT MORAVIAN UNIVERSITY AND THE RODALE ROOM AT MILLER SYMPHONY HALL. THE SYMPHONY BALL, WHICH RAISES FUNDING FOR THESE EDUCATION PROGRAMS, WAS HELD IN SEPTEMBER 2024 AND RAISED A NEW RECORD AMOUNT OF REVENUE FOR THE ORGANIZATION.

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

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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
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Governance

Voting Members
34
Independent Members
34
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
7
$291,399
Total Directors
33
$0
Key Employees
0
$0
Highest Compensated
0
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
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