2022-07-08T09:47:00-05:00 2021-05-31 232426656 BUCKNO LISICKY & COMPANY PC 645 HAMILTON ST SUITE 204 ALLENTOWN PA 18101 990 2020-06-01 236272140 ALLENTOWN SYMPHONY ASSOCIATION INC ALLE 6104326715 23 NORTH 6TH STREET ALLENTOWN PA 181011431 IBOLYA BALOG PRESIDENT 6104327961 2022-07-08 IBOLYA BALOG 999009999 DAVID J MARAKOVITS P01301543 6108218580 2022-07-08 2020 2022-09-23 18:48:47Z IBOLYA BALOG 2436756 false X WWW.MILLERSYMPHONYHALL.ORG X 1951 PA 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. 36 36 172 25 0 2504256 2111703 583371 17567 284014 271840 82822 7377 3454463 2408487 0 0 1855034 1320170 0 218837 1297837 932963 3152871 2253133 301592 155354 14046225 15521853 1243064 1341637 12803161 14180216 X 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. false false 1553503 17567 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 COME FROM PENNSYLVANIA AND SIX SURROUNDING STATES, HAS RISEN TO HIGH STANDARDS OF ARTISTIC EXCELLENCE UNDER MUSIC DIRECTOR DIANE WITTRY, WHO HAS LED THE ORCHESTRA FOR 27 SEASONS. THE ALLENTOWN SYMPHONY ASSOCIATION IS ONE OF THE FEW SYMPHONIC ORGANIZATIONS IN AMERICA TO OWN ITS OWN PERFORMANCE HALL. OVER THE PAST 22 YEARS, A SERIES OF CAPITAL IMPROVEMENTS, BEGINNING WITH THE FOWLER EDUCATION WING, TRANSFORMED THE 1899-ERA THEATER INTO THE FIRST-CLASS PERFORMING ARTS CENTER IT IS TODAY. WITH THE COMPLETION OF THE LYRIC ROOM IN 2018, MILLER SYMPHONY HALL OFFERS THREE PERFORMANCE SPACES AND FACILITIES THAT CAN BE RENTED BY THE PUBLIC FOR MEETINGS, CONFERENCES, AND SPECIAL EVENTS. DURING REGULAR SEASONS, THE ALLENTOWN SYMPHONY ASSOCIATION PRODUCES, HOSTS, OR PRESENTS MORE THAN 50 TOTAL PERFORMANCES EACH SEASON: 20 ALLENTOWN SYMPHONY ORCHESTRA CLASSICAL, POPS, AND YOUTH & FAMILY CONCERTS; 12 JAZZ UPSTAIRS PERFORMANCES; 14 MET IN HD BROADCASTS; AND A VARIETY OF OTHER PROGRAMS, INCLUDING LIVE ONSTAGE CONCERTS, AND MORE INTIMATE MUSICAL AND COMEDIC OFFERINGS IN THE LYRIC ROOM. WITH THE ONSET OF PUBLIC HEALTH RESTRICTIONS, THE ALLENTOWN SYMPHONY ASSOCIATION REIMAGINED ITS 2020-2021 SEASON WITH CHAMBER MUSIC CONCERTS AND JAZZ PERFORMANCES RECORDED AND STREAMED FROM MILLER SYMPHONY HALL. ALTHOUGH THE SYMPHONY COULD NOT PROVIDE LIVE MUSIC DURING THIS SEASON, THE STAFF CREATED A SERIES OF ONLINE PERFORMANCES UNDER THE BANNER OF MILLER SYMPHONY HALL @ HOME. BEGINNING IN OCTOBER 2020, THE ALLENTOWN SYMPHONY ASSOCIATION CREATED A SERIES OF CONCERTS PERFORMED BY A REDUCED ORCHESTRA, IN KEEPING WITH SOCIAL DISTANCING REQUIREMENTS, WHICH WERE RECORDED LIVE AND BROADCAST ONLINE FOR PATRONS. DURING THE 2020-2021 SEASON, EIGHT OF THESE CONCERTS WERE CREATED, FOR WHICH OVER 1,500 UNIQUE STREAMS WERE PURCHASED IN TOTAL. OTHER PERFORMANCES INCLUDED PREVIOUS SEASONS' CONCERTS, CHAMBER MUSIC PERFORMANCES FROM COLLABORATIONS WITH THE ARTS AT ST. JOHN'S CHURCH PROGRAM, AND JAZZ UPSTAIRS PERFORMANCES PRESENTED IN PARTNERSHIP WITH PBS39 WLVT. THE ALLENTOWN SYMPHONY ASSOCIATION'S EDUCATION AND OUTREACH PROGRAMS ALSO OPERATED VIRTUALLY DURING THE 2020-2021 SEASON. THE YOUTH AND FAMILY CONCERT, "PETER AND THE WOLF PLUS MUSIC FROM AROUND THE WORLD," WAS STREAMED ONLINE, PREMIERING ON JANUARY 30, 2021. FAMILIES AND SCHOOLS VIEWED STREAMS OF THIS PERFORMANCE. EL SISTEMA LEHIGH VALLEY BEGAN ITS 2020-2021 SCHOOL YEAR OF PROGRAMMING ON SEPTEMBER 21, 2020. DUE TO THE CONTINUED CLOSURE OF THE ALLENTOWN SCHOOL DISTRICT, LESSONS WERE HELD ONLINE OVER DAILY ZOOM VIDEO CALLS ON MONDAY-FRIDAY FROM 3:00 PM TO 7:00 PM. EACH WEEK, THE 50 PARTICIPATING STUDENTS ATTENDED TWO ENSEMBLE CLASSES WITH STUDENTS AT THEIR EXPERIENCE LEVEL, ONE FULL CLASS WITH ALL EL SISTEMA LEHIGH VALLEY STUDENTS, AND AT LEAST ONE INSTRUMENTAL OR VOCAL LESSON HELD ONE-ON-ONE WITH ONE OF THE PROGRAM'S INSTRUCTORS. 1553503 true true false false false false false true false true true false false true false false true false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false true 21 0 true 172 true false false false false false true true false false false false false false false false false false false X 36 36 false false false false false false false true true false false true true true true true true true false false PA X ED RICE 6104327961 23 NORTH 6TH STREET ALLENTOWN PA 181021431 IBOLYA BALOG PRESIDENT 3.00 X X 0 0 0 VICTOR SALICETTI VICE PRESIDE 3.00 X X 0 0 0 MARY LOU HULL TREASURER 3.00 X X 0 0 0 LINDA KAY GARDNER SECRETARY 3.00 X X 0 0 0 JUDITH BELAIRES CFRE BOARD MEMBER 3.00 X 0 0 0 JOHN BERSETH BOARD MEMBER 3.00 X 0 0 0 KRISTINE BURFEIND BOARD MEMBER 3.00 X 0 0 0 JOHN K BURY BOARD MEMBER 3.00 X 0 0 0 H LLOYD CARBAUGH BOARD MEMBER 3.00 X 0 0 0 JOAN B COLE BOARD MEMBER 3.00 X 0 0 0 ROBERT DONATELLI BOARD MEMBER 3.00 X 0 0 0 HON PERCY H DOUGHERTY PHD BOARD MEMBER 3.00 X 0 0 0 DR ETHEL DRAYTON-CRAIG BOARD MEMBER 3.00 X 0 0 0 DR LONA M FARR BOARD MEMBER 3.00 X 0 0 0 HAYDEMAR GROVES BOARD MEMBER 3.00 X 0 0 0 JUDITH A HARRIS ESQ BOARD MEMBER 3.00 X 0 0 0 JANE HEFT BOARD MEMBER 3.00 X 0 0 0 BARRY HOLBEN BOARD MEMBER 3.00 X 0 0 0 PHILIP C JACKSON BOARD MEMBER 3.00 X 0 0 0 JO-ANN S KELLY BOARD MEMBER 3.00 X 0 0 0 PETER L KERN BOARD MEMBER 3.00 X 0 0 0 JOEL S KLAPERMAN BOARD MEMBER 3.00 X 0 0 0 ELLEN MILLARD-KERN BOARD MEMBER 3.00 X 0 0 0 JOAN M MORAN BOARD MEMBER 3.00 X 0 0 0 DAVID M OSBORN BOARD MEMBER 3.00 X 0 0 0 DOUGLAS W PELLETIER BOARD MEMBER 3.00 X 0 0 0 CHARLES V RUPPERT BOARD MEMBER 3.00 X 0 0 0 DR CHARLES F SMITH SR BOARD MEMBER 3.00 X 0 0 0 WILLIAM H SPENCE BOARD MEMBER 3.00 X 0 0 0 DR THOMAS J TACHOVSKY BOARD MEMBER 3.00 X 0 0 0 MICHAEL J TORBERT BOARD MEMBER 3.00 X 0 0 0 JAMES VASTINE BOARD MEMBER 3.00 X 0 0 0 JAMES H WICK BOARD MEMBER 3.00 X 0 0 0 ILENE WOOD BOARD MEMBER 3.00 X 0 0 0 JAMES M YORGEY BOARD MEMBER 3.00 X 0 0 0 JEFFREY M ZIMSKIND ESQ BOARD MEMBER 3.00 X 0 0 0 DIANE WITTRY CONDUCTER 40.00 X 101036 0 8733 ALFRED JACOBSEN EXECUTIVE DI 40.00 X 101834 0 18691 202870 27424 2 false false false 149744 455634 1506325 13189 2111703 CONCERT TICKET SALES 711110 17567 17567 17567 271840 271840 11481 11481 11481 11481 24165 149744 28269 -4104 -4104 2408487 17567 279217 242790 177926 38919 25945 931279 574733 202613 153933 60967 38052 8031 14884 85134 52148 18767 14219 77748 77748 17585 17585 22337 22337 27076 24640 1741 695 19607 19607 2750 2750 23530 23530 335801 285431 50370 68295 58051 10244 CLEANING & MAINTENANCE 107993 91794 16199 MUSIC RENTAL & EQUIPMENT 57460 57460 UTILITIES 55102 46837 8265 PUBLICITY 46206 43896 2310 71473 57841 6781 6851 2253133 1553503 480793 218837 348533 900354 191915 259148 66748 25710 9489 6527 44556 35957 13171094 5790468 7701128 7380626 29775 39304 5654081 6874227 14046225 15521853 141898 129527 291791 237638 809375 974472 1243064 1341637 X 7173220 7286879 5629941 6893337 12803161 14180216 14046225 15521853 155354 1221701 X false true X true false X 1628790 2387449 2288768 2504256 2111703 10920966 1628790 2387449 2288768 2504256 2111703 10920966 3336503 7584463 590982 532966 560938 284014 271840 2240740 131775 107670 34610 82822 7377 364254 13525960 2680121 0.56070 0.51080 X PART II, LINE 10 364,254 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8179 X false 5583714 1483463 261762 6805415 5618322 248169 282777 5583714 5916818 -59341 239155 5618322 5779318 357500 220000 5916818 5446549 552769 220000 5779318 1.00000 true false 104368 104368 12448667 5288517 7160150 507893 417108 90785 110166 84843 25323 7380626 INTEREST IN PERPETUAL TRUSTS 6805415 UNEMPOLYMENT TRUST 57592 JOHNSON VIOLINS 7000 LIQUOR LICENSE 3041 OTHER MUSIC COLLECTIONS 1178 VOORHEES MUSIC LIBRARY COLLECTIONS 1 6874227 3630188 1221701 1221701 2408487 2408487 2253133 2253133 2253133 SYMPHONY BALL/V 173909 149744 24165 15080 13189 173909 149744 24165 15080 13189 28269 -4104 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 COME FROM PENNSYLVANIA AND SIX SURROUNDING STATES, HAS RISEN TO HIGH STANDARDS OF ARTISTIC EXCELLENCE UNDER MUSIC DIRECTOR DIANE WITTRY, WHO HAS LED THE ORCHESTRA FOR 27 SEASONS. THE ALLENTOWN SYMPHONY ASSOCIATION IS ONE OF THE FEW SYMPHONIC ORGANIZATIONS IN AMERICA TO OWN ITS OWN PERFORMANCE HALL. OVER THE PAST 22 YEARS, A SERIES OF CAPITAL IMPROVEMENTS, BEGINNING WITH THE FOWLER EDUCATION WING, TRANSFORMED THE 1899-ERA THEATER INTO THE FIRST-CLASS PERFORMING ARTS CENTER IT IS TODAY. WITH THE COMPLETION OF THE LYRIC ROOM IN 2018, MILLER SYMPHONY HALL OFFERS THREE PERFORMANCE SPACES AND FACILITIES THAT CAN BE RENTED BY THE PUBLIC FOR MEETINGS, CONFERENCES, AND SPECIAL EVENTS. DURING REGULAR SEASONS, THE ALLENTOWN SYMPHONY ASSOCIATION PRODUCES, HOSTS, OR PRESENTS MORE THAN 50 TOTAL PERFORMANCES EACH SEASON: 20 ALLENTOWN SYMPHONY ORCHESTRA CLASSICAL, POPS, AND YOUTH & FAMILY CONCERTS; 12 JAZZ UPSTAIRS PERFORMANCES; 14 MET IN HD BROADCASTS; AND A VARIETY OF OTHER PROGRAMS, INCLUDING LIVE ONSTAGE CONCERTS, AND MORE INTIMATE MUSICAL AND COMEDIC OFFERINGS IN THE LYRIC ROOM. WITH THE ONSET OF PUBLIC HEALTH RESTRICTIONS, THE ALLENTOWN SYMPHONY ASSOCIATION REIMAGINED ITS 2020-2021 SEASON WITH CHAMBER MUSIC CONCERTS AND JAZZ PERFORMANCES RECORDED AND STREAMED FROM MILLER SYMPHONY HALL. ALTHOUGH THE SYMPHONY COULD NOT PROVIDE LIVE MUSIC DURING THIS SEASON, THE STAFF CREATED A SERIES OF ONLINE PERFORMANCES UNDER THE BANNER OF MILLER SYMPHONY HALL @ HOME. BEGINNING IN OCTOBER 2020, THE ALLENTOWN SYMPHONY ASSOCIATION CREATED A SERIES OF CONCERTS PERFORMED BY A REDUCED ORCHESTRA, IN KEEPING WITH SOCIAL DISTANCING REQUIREMENTS, WHICH WERE RECORDED LIVE AND BROADCAST ONLINE FOR PATRONS. DURING THE 2020-2021 SEASON, EIGHT OF THESE CONCERTS WERE CREATED, FOR WHICH OVER 1,500 UNIQUE STREAMS WERE PURCHASED IN TOTAL. OTHER PERFORMANCES INCLUDED PREVIOUS SEASONS' CONCERTS, CHAMBER MUSIC PERFORMANCES FROM COLLABORATIONS WITH THE ARTS AT ST. JOHN'S CHURCH PROGRAM, AND JAZZ UPSTAIRS PERFORMANCES PRESENTED IN PARTNERSHIP WITH PBS39 WLVT. THE ALLENTOWN SYMPHONY ASSOCIATION'S EDUCATION AND OUTREACH PROGRAMS ALSO OPERATED VIRTUALLY DURING THE 2020-2021 SEASON. THE YOUTH AND FAMILY CONCERT, "PETER AND THE WOLF PLUS MUSIC FROM AROUND THE WORLD," WAS STREAMED ONLINE, PREMIERING ON JANUARY 30, 2021. FAMILIES AND SCHOOLS VIEWED STREAMS OF THIS PERFORMANCE. EL SISTEMA LEHIGH VALLEY BEGAN ITS 2020-2021 SCHOOL YEAR OF PROGRAMMING ON SEPTEMBER 21, 2020. DUE TO THE CONTINUED CLOSURE OF THE ALLENTOWN SCHOOL DISTRICT, LESSONS WERE HELD ONLINE OVER DAILY ZOOM VIDEO CALLS ON MONDAY-FRIDAY FROM 3:00 PM TO 7:00 PM. EACH WEEK, THE 50 PARTICIPATING STUDENTS ATTENDED TWO ENSEMBLE CLASSES WITH STUDENTS AT THEIR EXPERIENCE LEVEL, ONE FULL CLASS WITH ALL EL SISTEMA LEHIGH VALLEY STUDENTS, AND AT LEAST ONE INSTRUMENTAL OR VOCAL LESSON HELD ONE-ON-ONE WITH ONE OF THE PROGRAM'S INSTRUCTORS. 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.