Form 990 for tax year 2023
Filed by SOUTH BEND SYMPHONY ORCHESTRA ASSOCIATION INC.
Totals
- Total revenue
- $2,850,284
- Total expenses
- $2,526,286
- Contributions and grants received
- $1,625,525
- Grants paid
- $0
- Program service revenue
- $707,397
- Investment income
- $536,247
- Other revenue
- -$18,885
- Total assets, end of year
- $12,550,940
- Total liabilities, end of year
- $395,297
- Net assets or fund balances, end of year
- $12,155,643
- Program services expenses (Part IX)
- $1,710,433
- Management and general expenses
- $573,641
- Fundraising expenses
- $242,212
- Program service expenses (Part III)
- $1,710,433
Program services were 67.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$247,132
-
1e · Government grants (contributions)
$31,347
-
1f · All other contributions, gifts and grants
$1,347,046
-
2a · Program service revenue: CONCERT REVENUES
total $556,149 · related or exempt $556,149
-
2b · Program service revenue: CONTRACT PERFORMANCES
total $145,850 · related or exempt $145,850
-
2c · Program service revenue: POSTAGE, HANDLING FEES
total $5,398 · related or exempt $5,398
-
3 · Investment income
total $520,785 · excluded $520,785
-
7a · Gross sales of assets other than inventory
securities $1,065,592
-
7b · Less cost or other basis and sales expenses
securities $1,050,130
-
7c · Gain or loss
securities $15,462
-
7d · Net gain or loss
total $15,462 · excluded $15,462
-
8a · Fundraising events: gross income
$41,700
-
8a · Fundraising events: contributions included on line 1c
$247,132
-
8b · Fundraising events: direct expenses
$60,585
-
8c · Net income from fundraising events
total -$18,885 · excluded -$18,885
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $141,142 · program services $54,003 · management and general $49,794 · fundraising $37,345
-
7 · Other salaries and wages
total $1,249,080 · program services $888,217 · management and general $243,908 · fundraising $116,955
-
9 · Other employee benefits
total $32,169 · program services $11,505 · management and general $13,950 · fundraising $6,714
-
10 · Payroll taxes
total $105,105 · program services $71,241 · management and general $22,230 · fundraising $11,634
-
11b · Fees: legal
total $7,162 · management and general $7,162
-
11c · Fees: accounting
total $41,741 · management and general $41,741
-
11f · Fees: investment management
total $8,585 · management and general $8,585
-
12 · Advertising and promotion
total $64,751 · management and general $64,751
-
13 · Office expenses
total $32,561 · program services $8,568 · management and general $16,890 · fundraising $7,103
-
16 · Occupancy
total $82,979 · program services $55,689 · management and general $17,914 · fundraising $9,376
-
17 · Travel
total $180,592 · program services $171,206 · management and general $731 · fundraising $8,655
-
22 · Depreciation, depletion and amortization
total $7,466 · program services $7,466
-
23 · Insurance
total $14,404 · program services $9,766 · management and general $3,039 · fundraising $1,599
-
24a · Other expenses: GUEST ARTISTS FEES AND TR
total $157,463 · program services $157,463
-
24b · Other expenses: CONCERT PRODUCTION EXPENS
total $120,453 · program services $120,453
-
24c · Other expenses: AUDIO AND LIGHTING
total $58,931 · program services $58,931
-
24d · Other expenses: MUSIC AND EQUIPMENT
total $50,177 · program services $50,177
-
24e · All other expenses
total $171,525 · program services $45,748 · management and general $82,946 · fundraising $42,831
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $371,791 · end of year $743,835
-
2 · Savings and temporary cash investments
beginning of year $694,377 · end of year $417,248
-
3 · Pledges and grants receivable
beginning of year $84,550 · end of year $456,981
-
4 · Accounts receivable
beginning of year $10,014 · end of year $74,829
-
9 · Prepaid expenses and deferred charges
beginning of year $13,118 · end of year $36,527
-
10a · Land, buildings and equipment: cost or other basis
$225,864
-
10b · Land, buildings and equipment: accumulated depreciation
$185,864
-
10c · Land, buildings and equipment, net
beginning of year $42,541 · end of year $40,000
-
11 · Investments: publicly traded securities
beginning of year $1,801,817 · end of year $1,728,979
-
15 · Other assets
beginning of year $8,500,505 · end of year $9,052,541
-
17 · Accounts payable and accrued expenses
beginning of year $139,101 · end of year $147,991
-
19 · Deferred revenue
beginning of year $170,954 · end of year $187,591
-
25 · Other liabilities
beginning of year $90,752 · end of year $59,715
-
27 · Net assets without donor restrictions
beginning of year $1,905,443 · end of year $2,096,978
-
28 · Net assets with donor restrictions
beginning of year $9,212,463 · end of year $10,058,665
Mission and programs · 2023
Mission
WE INSPIRE, ENTERTAIN, AND CONNECT PEOPLE WITH THE TRANSFORMATIVE POWER OF ORCHESTRAL MUSIC. AS MICHIANA'S PREMIERE PROFESSIONAL ORCHESTRA, THE SOUTH BEND SYMPHONY ENGAGES THE COMMUNITY IN THE EXPLORATION OF ORCHESTRAL MUSIC IN ALL ITS FORMS.
-
IN FISCAL 2024, THE SOUTH BEND SYMPHONY ORCHESTRA REACHED NEW HEIGHTS, WITH THE MOST SUBSCRIBED SEASON IN ITS HISTORY, ISSUING OVER 3,000 SUBSCRIPTION TICKETS AND 29,000 SINGLE TICKETS. THE SYMPHONY RECORDED OVER 80,000 AUDIENCE HOURS, A 10% INCREASE FROM THE PREVIOUS YEAR, HIGHLIGHTING THE COMMUNITY'S GROWING CULTURAL ENGAGEMENT. KEY EVENTS INCLUDED THE WORLD PREMIERE OF ANNA CLYNE'S QUARTER DAYS AND MALEK JANDALI'S SYMPHONY NO. 6, "THE DESERT ROSE." THE SYMPHONY'S EDUCATIONAL EFFORTS CONNECTED WITH OVER 3,300 STUDENTS THROUGH DISCOVERY CONCERTS, AND THE SECOND DIA DE LOS MUERTOS CELEBRATION DREW 1,200 ATTENDEES. PARTNERSHIPS WITH LOCAL ARTS ORGANIZATIONS FURTHER ENHANCED SYMPHONY'S MISSION TO INSPIRE, ENTERTAIN, AND CONNECT PEOPLE WITH THE TRANSFORMATIVE POWER OF ORCHESTRAL MUSIC.
Expenses $1,710,433 · Revenue $707,397
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Alastair WillisALASTAIR WILLIS
MUSIC DIRECT
- Total calculated
- $126,907
- From this org
- $111,538
- From related orgs
- $0
- Other
- $15,369
- Hours/week
- 40
-
Justus ZimmermanJUSTUS ZIMMERMAN
EXECUTIVE DI
- Total calculated
- $114,987
- From this org
- $108,520
- From related orgs
- $0
- Other
- $6,467
- Hours/week
- 40
-
Rachel GoffRACHEL GOFF
DIRECTOR
- Total calculated
- $10,257
- From this org
- $10,257
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Helene DauertyHELENE DAUERTY
DIRECTOR
- Total calculated
- $6,401
- From this org
- $6,401
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Bruce BondurantBRUCE BONDURANT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jack ChampaigneJACK CHAMPAIGNE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert Coleman PhDROBERT COLEMAN PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Linda DoshiLINDA DOSHI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kyle EverettKYLE EVERETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John FinlayJOHN FINLAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joan JoshiJOAN JOSHI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cordell MartinCORDELL MARTIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cristyne PorileCRISTYNE PORILE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mark Ross PhDMARK ROSS PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
James Sawdon CPAJAMES SAWDON CPA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cari SheinCARI SHEIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Larry Thompson MDLARRY THOMPSON MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Donna Lamberti CPADONNA LAMBERTI CPA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sarah BrownSARAH BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cindy GretschmannCINDY GRETSCHMANN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cheron MertenCHERON MERTEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Marvin V Curtis EdDMARVIN V CURTIS EDD
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Breighan M Boeskool PhDBREIGHAN M BOESKOOL PHD
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
John Seidl CFAJOHN SEIDL CFA
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Susan Ohmer PhDSUSAN OHMER PHD
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 31 January 2025
- IRS schema version
- 2023v6.0
- Source object
- 202510349349301456
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