2026-07-15T19:32:54-05:00 2025-08-31 410746749 CLIFTONLARSONALLEN LLP 293 EISENHOWER PARKWAY 2ND FLOOR LIVINGSTON NJ 07039 990 2024-09-01 221559422 NEW JERSEY SYMPHONY ORCHESTRA NEWJ 9736243713 60 PARK PLACE SUITE 900 NEWARK NJ 07102 ALDO SCROFANI CFO 9736243713 2026-07-15 1 0 TARA DEL GAVIO P02438051 9739949494 2026-07-15 2024 2025-03-06 01:10:19Z ALDO SCROFANI 60 PARK PLACE SUITE 900 NEWARK NJ 07102 20585483 0 1 X WWW.NJSYMPHONY.ORG X 1929 NJ TO CONNECT WITH THE PEOPLE AND DIVERSE COMMUNITIES OF NEW JERSEY THROUGH THE POWER OF LIVE MUSIC. 46 40 444 40 0 0 12314486 15001727 4149670 4853518 43821 51672 -228444 -172375 16279533 19734542 0 0 0 0 10971729 10958983 0 103382 1343412 5779747 6778025 16751476 17840390 -471943 1894152 9327224 9810082 2506568 3018859 6820656 6791223 TO CONNECT WITH THE PEOPLE AND DIVERSE COMMUNITIES OF NEW JERSEY THROUGH THE POWER OF LIVE SYMPHONIC MUSIC TO INSPIRE, ENTERTAIN, AND EDUCATE. 0 0 14105068 4853518 THE NEW JERSEY SYMPHONY IS THE LARGEST PERFORMING ARTS ORGANIZATION IN THE STATE AND IS DEDICATED TO PROVIDING WORLD-CLASS ORCHESTRAL PERFORMANCES THROUGHOUT NEW JERSEY, AND NOW ALSO WELL BEYOND ITS BORDERS, THROUGH AN EXCITING AND EXPANDING CATALOG OF DIGITAL AND MULTIMEDIA CONTENT. THE SYMPHONY IS DEEPLY CONNECTED TO ITS SURROUNDING COMMUNITIES THROUGH NUMEROUS AND DIVERSE EDUCATIONAL AND COMMUNITY ENGAGEMENT ACTIVITIES. THESE ACTIVITIES SPAN NEARLY ALL COUNTIES OF NEW JERSEY. IN A TYPICAL SEASON, THE SYMPHONY ENGAGES MORE THAN 150,000 PEOPLE IN PERSON, INCLUDING 40,000 CHILDREN, AND IN ADDITION THE SYMPHONY HAS MADE OVER 11 MILLION ONLINE IMPRESSIONS IN THE PAST YEAR ALONE, GREATLY EXPANDING OUR REACH. 14105068 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 131 0 1 444 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 46 40 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 NJ X X X THE ORGANIZATION 9736243713 60 PARK PLACE SUITE 900 NEWARK NJ 07102 X MARTIN ANDERSEN TRUSTEE/MUSICIAN 17.50 X 49362 0 22681 NORMAN SLONAKER TRUSTEE 0.50 X 0 0 0 CHRISTOPHER PETERMANN TRUSTEE/TREASURER 0.50 X X 0 0 0 ANN D BOROWIEC TRUSTEE 0.50 X 0 0 0 JOANNA FARRER MUSICIAN/TRUSTEE 17.50 X 39222 0 23343 DARRYL KUBIEN MUSICIAN/TRUSTEE 17.50 X 4905 0 300 DAVID SOUTHORN MUSICIAN/TRUSTEE 17.50 X 30521 0 31653 YIN LONG TRUSTEE 0.50 X 0 0 0 JOSEPH ACCARDO TRUSTEE 0.50 X 0 0 0 AUDREY BARTNER TRUSTEE 0.50 X 0 0 0 ROBERT BEYLICKJIAN TRUSTEE 0.50 X 0 0 0 LINDA M BOWDEN TRUSTEE 0.50 X 0 0 0 HEATHER BOSHAK TRUSTEE 0.50 X 0 0 0 THOMAS COMISKEY TRUSTEE 0.50 X 0 0 0 MINDY COHEN TRUSTEE 0.50 X 0 0 0 EVAN DELGADO TRUSTEE 0.50 X 0 0 0 DEBORAH FRAZIER TRUSTEE 0.50 X 0 0 0 CURTLAND E FIELDS TRUSTEE 0.50 X 0 0 0 ROBERT C GARRETT CO- CHAIR AND TRUSTEE 0.50 X X 0 0 0 DAVID R HUBER TRUSTEE 0.50 X 0 0 0 RUTH C LIPPER TRUSTEE 0.50 X 0 0 0 DR JAMES LIST TRUSTEE 0.50 X 0 0 0 MARTIN MELILLI TRUSTEE 0.50 X 0 0 0 ELIN MUELLER TRUSTEE 0.50 X 0 0 0 MICHELLE MERCHANT TRUSTEE 0.50 X 0 0 0 DIMITRI NAKHAMKIN TRUSTEE 0.50 X 0 0 0 MARJORIE PERRY TRUSTEE 0.50 X 0 0 0 MICHAEL RICHARDS TRUSTEE 0.50 X 0 0 0 LAWRENCE RUTKOWSKI TRUSTEE 0.50 X 0 0 0 WARREN K RACUSIN TRUSTEE 0.50 X 0 0 0 MARCIA SASS TRUSTEE 0.50 X 0 0 0 SUSAN SHIFF TRUSTEE 0.50 X 0 0 0 STEPHEN SICHAK JR TRUSTEE 0.50 X 0 0 0 CRAIG SILLIMAN CO-CHAIR AND TRUSTEE 0.50 X X 0 0 0 DONALD E STRANGFELD TRUSTEE 0.50 X 0 0 0 CECILIA SWEENEY TRUSTEE 0.50 X 0 0 0 JESSICA TRENTI TRUSTEE 0.50 X 0 0 0 LISA MARTINEZ WOLMART TRUSTEE/SECRETARY 0.50 X X 0 0 0 MARGARITA WALLACE TRUSTEE 0.50 X 0 0 0 LISA WEBBER TRUSTEE 0.50 X 0 0 0 DIANE YOUNG TRUSTEE 0.50 X 0 0 0 EDWARD D ZINBARG TRUSTEE 0.50 X 0 0 0 GABRIEL VAN AALST PRESIDENT & CEO, TERM 9/3/24 35.00 X X 255347 0 23282 ROBERT GORDON TRUSTEE 0.50 X 0 0 0 JONATHAN KUSHNER TRUSTEE 0.50 X 0 0 0 TERRY D LOFTIS EFF 2325 PRESIDENT & CEO 35.00 X X 0 0 0 MARSHELL J KUMAHOR VP EDUCATION & COMM ENGAGE 35.00 X 118951 0 37767 JAMES HOUGHTON CFO 35.00 X 161928 0 16355 KRISTIN ORLANDO VP OF OPERATIONS 35.00 X 121472 0 14884 SIDNEY JACKSON VP OF DEVELOPMENT 35.00 X 175676 0 32922 ERIN LUNSFORD NORTON VP OF ARTISTIC PLANNING 35.00 X 104289 0 4992 GEOFF ANDERSON VP OF MARKETING 35.00 X 107220 0 15223 DAVID MOORE CONTROLLER 35.00 X 113983 0 10242 RENATA PACHUCKI AVP OF DEVELOPMENT 35.00 X 107504 0 29561 XIAN ZHANG MUSIC DIRECTOR 35.00 X 258069 0 9956 ERIC WYRICK CONCERT MASTER 35.00 X 179388 0 31721 INGRID NOVAK SR. DIR. OF INSTITUTIONAL GIVING 35.00 X 107236 0 14376 YVONNE CASUSO SR. DIR. OF INDIVIDUAL GIVING 35.00 X 109591 0 2807 2044664 0 322065 13 0 1 0 COMMUNITY COUNSELLING SERVICE COLLC PO BOX 824885 PHILADELPHIA PA 191824885 CONSULTING SERVICES 288500 OPUS 3 ARTISTS LLC 348 WEST 57TH STREET STE 282 NEW YORK NY 10019 AGENT FOR GUEST ARTISTS & CONDUCTORS 130965 2 863143 3008750 11129834 60044 15001727 PERFORMANCE REVENUE 711130 4853518 4853518 4853518 55763 55763 518545 522636 -4091 -4091 -4091 133210 863143 328305 -195095 -195095 MISCELLANEOUS 900099 22720 22720 22720 19734542 4853518 0 -120703 X 1549017 1301912 113450 133655 6672587 5488711 571997 611879 603706 562780 5615 35311 1221671 1138852 11363 71456 912002 767698 65246 79058 73 73 59907 59907 103382 103382 2184914 1500816 593524 90574 971660 857074 2657 111929 475392 369862 82526 23004 1087286 711444 375842 652547 594817 24886 32844 85303 14791 62414 8098 125705 125705 MAINTENANCE AND REPAIRS 486471 320758 163790 1923 MISCELLANEOUS 425828 267617 117912 40299 LIBRARY 121893 121893 MEALS AND ENTERTAINMENT 49674 49674 51372 36369 15003 17840390 14105068 2391910 1343412 79413 647132 4983600 3762351 181034 19477 426873 273381 2306667 1638145 252445 668522 3073046 3699350 330813 739869 9327224 9810082 704810 817861 1642846 1662191 158912 538807 2506568 3018859 X -18218415 -20078941 25039071 26870164 6820656 6791223 9327224 9810082 X 1894152 120700 -2000000 -44285 X X 0 1 X 1 0 X 13686650 10379645 10752660 12314486 15001727 62135168 13686650 10379645 10752660 12314486 15001727 62135168 7414561 54720607 35761 47127 106485 69712 55763 314848 31125 -7324 13054 23762 22720 83337 62533353 15493026 0.87510 0.87830 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 31,125. 2021 AMOUNT: $ -7,324. 2022 AMOUNT: $ 13,054. 2023 AMOUNT: $ 23,762. 2024 AMOUNT: $ 22,720. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3075046 1550974 169011 1045681 3749350 3899472 773000 405501 2002927 3075046 9714280 493431 -373096 5935143 3899472 8507969 3157185 -389693 1561181 9714280 8017286 87643 932536 529496 8507969 1.00000 0 0 15072 12437 2635 302957 271503 31454 1988638 1354205 634433 668522 FUNDS HELD IN TRUST 205360 OPERATING RIGHT OF USE ASSET, NET ACCUMULATED DEPRECIATION 534509 739869 FUNDS HELD FOR OTHERS 4298 OPERATING LEASE LIABILITIES 534509 538807 X 20208547 120700 25000 145700 20062847 -328305 -328305 19734542 18237980 25000 372590 397590 17840390 0 17840390 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS NOT LIABLE FOR FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION FOLLOWS STANDARDS THAT PROVIDE CLARIFICATION ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THE GUIDANCE PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN, OR EXPECTED TO BE TAKEN, IN A TAX RETURN, AND ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ON UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE. NO INTEREST AND PENALTIES WERE RECORDED FOR THE YEARS ENDED AUGUST 31, 2025 AND 2024. AT AUGUST 31, 2025 AND 2024, THERE ARE NO SIGNIFICANT INCOME TAX UNCERTAINTIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSES -328,305. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSES 328,305. ALLOWANCE FOR UNCOLLECTIBLE PLEDGES 44,285. X X X X X X X 1 DCM INC PO BOX 4707 SUNNYSIDE NY 11104 TICKET AND DONOR SOLICITATIONS 0 148073 103382 44691 148073 103382 44691 NJ NY PA FL SPRING INTO MUSIC GALA 548304 487019 61285 11970 57000 10637 114918 OPENING NIGHT 211963 157813 54150 8128 28288 19938 20494 2 236086 218311 17775 10500 18000 6904 21528 996353 863143 133210 30598 103288 37479 156940 328305 -195095 X X X X 0 0 0 0 0 0 0 0 0 GABRIEL VAN AALST PRESIDENT & CEO, TERM 9/3/24 180347 0 75000 0 0 0 0 0 23282 0 278629 0 0 0 XIAN ZHANG MUSIC DIRECTOR 258069 0 0 0 0 0 0 0 9956 0 268025 0 0 0 ERIC WYRICK CONCERT MASTER 179388 0 0 0 0 0 0 0 31721 0 211109 0 0 0 SIDNEY JACKSON VP OF DEVELOPMENT 160676 0 15000 0 0 0 0 0 32922 0 208598 0 0 0 JAMES HOUGHTON CFO 151928 0 10000 0 0 0 0 0 16355 0 178283 0 0 0 MARSHELL J KUMAHOR VP EDUCATION & COMM ENGAGE 118951 0 0 0 0 0 0 0 37767 0 156718 0 0 0 X AUCTION ITEMS 100 58944 COST DETERMINED BY D X INSTRUMENT - TROMBONE 1 1100 COST DETERMINED BY D 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE IS A SUBSET OF BOARD OF TRUSTEES MEMBERS. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS PROVIDED TO EACH BOARD MEMBER ELECTRONICALLY FOR REVIEW PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER REVIEWS THE CONFLICT OF INTEREST POLICY AND DISCLOSES CONFLICTS YEARLY. IN ADDITION, IF A MEMBER BECOMES AWARE OF A CONFLICT DURING THE YEAR, HE/SHE PROMPTLY DISCLOSES IT TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 SALARIES FOR OFFICERS AND KEY EMPLOYEES ARE REVIEWED AND APPROVED BY THE INDEPENDENT TRUSTEES. COMPARABLE SALARIES FROM OTHER ORGANIZATIONS AS WELL AS EMPLOYEE PERFORMANCE AID IN DETERMINING THE SALARIES AND IS DOCUMENTED IN THE MINUTES OF THE MEETINGS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART VII: CERTAIN MUSICIANS EMPLOYED BY THE ORGANIZATION ARE MEMBERS OF THE BOARD OF TRUSTEES. THESE INDIVIDUALS ARE BEING PAID FOR SERVICES PERFORMED AND NOT FOR FUNCTIONING IN THE CAPACITY OF A TRUSTEE. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES : PROGRAM SERVICE EXPENSES 8,867. MANAGEMENT AND GENERAL EXPENSES 203,480. FUNDRAISING EXPENSES 55,272. TOTAL EXPENSES 267,619. CONSULTING FEES : PROGRAM SERVICE EXPENSES 162,816. MANAGEMENT AND GENERAL EXPENSES 390,044. FUNDRAISING EXPENSES 35,302. TOTAL EXPENSES 588,162. STAFF & GUEST CONDUCTOR & ARTISTS FEES : PROGRAM SERVICE EXPENSES 1,313,519. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,313,519. STAFF DEVELOPMENT FEES : PROGRAM SERVICE EXPENSES 15,614. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,614. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -44,285. FORM 990, PART XII, LINE 2C: THE SYMPHONY HAS A FINANCE/AUDIT COMMITTEE WHOSE RESPONSIBILITY AMONG OTHER THINGS IS TO SELECT THE INDEPENDENT AUDITORS AND RATIFY THAT SELECTION ON AN ANNUAL BASIS. IN ADDITION, THE COMMITTEE MEETS WITH THE AUDITORS BOTH PRIOR TO AND SUBSEQUENT TO THE COMPLETION OF THE AUDIT. DURING THESE MEETINGS, THE COMMITTEE REVIEWS THE RESULTS OF THE AUDIT AND THE FINANCIAL STATEMENTS OF THE SYMPHONY. FINALLY, THE COMMITTEE MAY ALSO MEET WITH THE INDEPENDENT AUDITORS AT OTHER TIMES DURING THE COURSE OF THE YEAR AS MAY BE DEEMED NECESSARY.