2026-02-16T16:10:01-06:00 2025-08-31 231909723 MCKONLY & ASBURY LLP 415 FALLOWFIELD ROAD CAMP HILL PA 17011 990 2024-09-01 236298810 YORK SYMPHONY ORCHESTRA YORK 7178120717 50 NORTH GEORGE STREET YORK PA 17401 KEVIN IRVING EXECUTIVE DIRECTOR 7178120717 2026-02-16 1 1 ALYSSA N IRISH P02389116 7177617910 2026-02-16 2024 2025-03-06 01:10:19Z BETSY KEEFER 50 NORTH GEORGE STREET YORK PA 17401 1348999 0 X YORKSYMPHONY.ORG X 1934 PA 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. 22 22 7 90 0 0 851813 1018012 260242 289317 41029 38599 22432 3071 1175516 1348999 0 0 0 0 412089 411871 0 0 129242 917239 1105944 1329328 1517815 -153812 -168816 7744275 8242788 316123 354381 7428152 7888407 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. 0 0 1110970 292388 DURING THE YEAR ENDED AUGUST 31, 2025 YORK SYMPHONY ORCHESTRA HELD 9 CONCERTS - 6 CLASSICAL AND 3 POPS CONCERTS PLUS FIVE EDUCATIONAL PROGRAMS. 1110970 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 1 138 0 1 7 0 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 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 BETSY KEEFER PRESIDENT 6.00 X X 0 0 0 MIEKE DRISCOLL VICE PRESIDENT 2.00 X X 0 0 0 LYNDA RANDALL IMMED PAST PRESIDENT 2.00 X X 0 0 0 MISTY DANNER TREASURER 1.00 X X 0 0 0 RODNEY BARNETT SECRETARY 1.00 X X 0 0 0 ANDY BARNES 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 JANE DAVIS BOARD MEMBER 1.00 X 0 0 0 VENONA DETRICK ORCHESTRA REP 1.00 X 5134 0 0 KEVIN DITZLER BOARD MEMBER 1.00 X 0 0 0 LOUISA HARTENSTEIN CHORUS REP 1.00 X 0 0 0 WILLIAM R HARTMAN DEVELOPMENT CHAIR 1.00 X 0 0 0 ROBERT LAMBERT BOARD MEMBER 1.00 X 0 0 0 LARRY J MILLER BOARD MEMBER 1.00 X 0 0 0 GLENN MILLER BOARD MEMBER 1.00 X 0 0 0 AMY MILSTEN COMMUNITY ENGAGEMENT CHAIR 1.00 X 0 0 0 ANTHONY MOORE BOARD MEMBER 1.00 X 0 0 0 CAROLYN MOSSER BOARD MEMBER 1.00 X 0 0 0 MEREDITH SCHREFFLER 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 40.00 X 91637 0 0 96771 0 0 0 0 0 0 0 1018012 1018012 CONCERT PROGRAMS 711190 289317 289317 289317 38599 38599 OTHER REVENUE 711190 3071 3071 3071 1348999 292388 0 38599 91637 54011 13764 23862 290187 171036 43586 75565 30047 17710 4513 7824 42163 1568 40595 94283 94283 76909 76755 154 70750 16069 45055 9626 5720 5720 12240 12240 13709 13709 9704 9704 PLAYERS AND GUEST ARTIS 571698 571698 PERFORMANCE COSTS 157633 157633 MEALS AND ENTERTAINMENT 30583 18218 12365 CREDIT CARD PROCESSING 13177 13177 7375 7375 1517815 1110970 277603 129242 779645 762403 257661 264387 70205 231370 24028 7449 104517 76515 41711 28002 6571025 6949177 7744275 8242788 31590 21350 140920 182947 143613 150084 316123 354381 X 1281938 1230789 6146214 6657618 7428152 7888407 7744275 8242788 X -168816 629071 X X 0 1 X 1 0 X 762602 994512 623318 851813 1018012 4250257 27399 249455 232824 260242 289317 1059237 790001 1243967 856142 1112055 1307329 5309494 122760 61132 69971 65232 48452 367547 0 122760 61132 69971 65232 48452 367547 4941947 720 1654 14398 41029 38599 96400 720 1654 14398 41029 38599 96400 58348 1249 3341 22432 3071 88441 849069 1246870 873881 1175516 1348999 5494335 0.89950 0.88640 0.01750 0.01030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6682653 135000 675094 250920 46021 7195806 6130696 834497 238511 44029 6682653 5974901 442615 244107 42713 6130696 6355076 367981 -487315 203899 56942 5974901 4983178 146858 1253687 28647 6355076 0.04090 0.95910 1 0 104517 76515 28002 28002 NET ASSETS OF COMMUNITY FOUNDATION 6949177 F 6949177 X 1430624 81625 81625 1348999 0 1348999 1599440 81625 81625 1517815 0 1517815 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. 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 629,071. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.