2024-07-10T12:52:42-05:00 2023-08-31 231909723 MCKONLY & ASBURY LLP 415 FALLOWFIELD ROAD CAMP HILL PA 17011 990 2022-09-01 236298810 YORK SYMPHONY ORCHESTRA YORK 7178120717 50 NORTH GEORGE STREET YORK PA 17401 ANTHONY WISE EXECUTIVE DIRECTOR 7178120717 2024-07-10 1 ANTHONY WISE 999009999 1 ALYSSA N IRISH P02389116 7177617910 2024-07-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BETSY KEEFER 50 NORTH GEORGE STREET YORK PA 17401 873881 0 X YORKSYMPHONY.ORG X 1934 PA 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. 19 19 6 90 0 0 994512 623318 249455 232824 1654 14398 1249 3341 1246870 873881 0 0 0 0 361267 358635 0 0 106683 697819 859869 1059086 1218504 187784 -344623 7088967 7064837 352750 273341 6736217 6791496 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. 0 0 900799 236165 DURING THE YEAR ENDED AUGUST 31, 2023 YORK SYMPHONY ORCHESTRA HELD 9 CONCERTS - 6 CLASSICAL AND 3 POPS CONCERTS PLUS FIVE EDUCATIONAL PROGRAMS. 900799 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 84 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X FINANCE 7178120717 50 NORTH GEORGE STREET YORK PA 17401 VENONA DETRICK ORCHESTRA REP 1.00 X 2673 0 0 BETSY KEEFER PRESIDENT 6.00 X X 0 0 0 MIEKE DRISCOLL VICE PRESIDENT 2.00 X X 0 0 0 WILLIAM R HARTMAN IMMED PAST PRESIDENT 2.00 X X 0 0 0 HENRY J CHRIST TREASURER 1.00 X X 0 0 0 ANDY BARNES BOARD MEMBER 1.00 X 0 0 0 RODNEY BARNETT BOARD MEMBER 1.00 X 0 0 0 ALBERT BLAKEY BOARD MEMBER 1.00 X 0 0 0 VINCE BUTERA CHAIR ORCHESTRA COMM 1.00 X 0 0 0 MISTY DANNER BOARD MEMBER 1.00 X 0 0 0 JANE DAVIS BOARD MEMBER 1.00 X 0 0 0 LOUISA HARTENSTEIN CHORUS REP 1.00 X 0 0 0 ROBERT LAMBERT BOARD MEMBER 1.00 X 0 0 0 STACEY MACNEAL BOARD MEMBER 1.00 X 0 0 0 LARRY J MILLER CHAIR DEVELOPMENT COMM 1.00 X 0 0 0 AMY MILSTEN CHAIR EDUCATION COMM 1.00 X 0 0 0 CAROLYN MOSSER BOARD MEMBER 1.00 X 0 0 0 MICHELLE SHIPLEY BOARD MEMBER 1.00 X 0 0 0 JEREMY SLAGLE BOARD MEMBER 1.00 X 0 0 0 ANTHONY WISE EXECUTIVE DIRECTOR 50.00 X 85000 0 0 87673 0 0 0 0 0 0 0 623318 14722 623318 CONCERT PROGRAMS 711190 232824 232824 232824 14398 14398 OTHER REVENUE 711190 3341 3341 3341 873881 236165 0 14398 85000 50097 12770 22133 260897 153766 39195 67936 12738 7507 1914 3317 58966 2194 56772 54234 54234 93576 93393 183 50003 19310 25289 5404 4662 4662 11664 11664 9001 9001 PLAYERS AND GUEST ARTIS 411956 411956 PERFORMANCE COSTS 126335 126335 MEALS AND ENTERTAINMENT 19524 11631 7893 CREDIT CARD PROCESSING 10095 10095 9853 9853 1218504 900799 211022 106683 697812 602191 234475 249937 213678 127588 38493 1930 20586 7407 104517 47801 43632 56716 5840291 6019068 7088967 7064837 18188 26398 184562 102071 150000 144872 352750 273341 X 1223658 1083320 5512559 5708176 6736217 6791496 7088967 7064837 X -344623 399902 X X 0 1 X 1 0 X 968241 1442466 762602 994512 623318 4791139 174327 149224 27399 249455 232824 833229 1142568 1591690 790001 1243967 856142 5624368 67160 187636 122760 61132 69971 508659 0 67160 187636 122760 61132 69971 508659 5115709 960 1426 720 1654 14398 19158 960 1426 720 1654 14398 19158 690 619 58348 1249 3341 64247 1144218 1593735 849069 1246870 873881 5707773 0.89630 0.90750 0.00340 0.00090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5974901 442615 244107 42713 6130696 6355076 367981 -487315 203899 56942 5974901 4983178 146858 1253687 28647 6355076 4683244 339025 354246 360840 32496 4983179 4656878 177537 31872 152043 31000 4683244 0.04090 0.94980 0.00930 1 0 104517 47801 56716 56716 NET ASSETS OF COMMUNITY FOUNDATION 6019068 F 6019068 X 943331 69450 69450 873881 0 873881 1287954 69450 69450 1218504 0 1218504 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, 2020. 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. FORM 990, PART XI, LINE 9: CHANGE IN NET ASSETS OF COMMUNITY FOUNDATION 399,902. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.