Form 990 for tax year 2024
Filed by SIOUX CITY SYMPHONY ORCHESTRA ASSOCIATION.
Totals
- Total revenue
- $2,241,362
- Total expenses
- $2,065,664
- Contributions and grants received
- $1,197,391
- Grants paid
- $0
- Program service revenue
- $803,404
- Investment income
- $282,957
- Other revenue
- -$42,390
- Total assets, end of year
- $5,435,291
- Total liabilities, end of year
- $499,743
- Net assets or fund balances, end of year
- $4,935,548
- Program services expenses (Part IX)
- $1,653,175
- Management and general expenses
- $343,319
- Fundraising expenses
- $69,170
- Program service expenses (Part III)
- $1,653,175
Program services were 80.0% 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
$204,428
-
1e · Government grants (contributions)
$150,560
-
1f · All other contributions, gifts and grants
$842,403
-
1g · Noncash contributions included above
$113,030
-
2a · Program service revenue: SPONSORS & UNDERWRITER
total $437,786 · related or exempt $437,786
-
2b · Program service revenue: TICKET SALES
total $306,618 · related or exempt $306,618
-
2c · Program service revenue: TUITION & EDUCATION
total $31,250 · related or exempt $31,250
-
2d · Program service revenue: PROGRAM ADVERTISING
total $27,750 · related or exempt $27,750
-
3 · Investment income
total $195,315 · excluded $195,315
-
7a · Gross sales of assets other than inventory
securities $780,791
-
7b · Less cost or other basis and sales expenses
securities $693,149
-
7c · Gain or loss
securities $87,642
-
7d · Net gain or loss
total $87,642 · excluded $87,642
-
8a · Fundraising events: gross income
$120,230
-
8a · Fundraising events: contributions included on line 1c
$204,428
-
8b · Fundraising events: direct expenses
$163,743
-
8c · Net income from fundraising events
total -$43,513 · excluded -$43,513
-
11a · Other revenue: MISCELLANEOUS REVENUE
total $1,123 · related or exempt $1,123
-
11e · Other revenue, total
$1,123
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $150,000 · program services $106,500 · management and general $27,000 · fundraising $16,500
-
7 · Other salaries and wages
total $794,012 · program services $749,002 · management and general $37,420 · fundraising $7,590
-
9 · Other employee benefits
total $22,314 · program services $18,723 · management and general $2,229 · fundraising $1,362
-
10 · Payroll taxes
total $54,410 · program services $49,551 · management and general $3,016 · fundraising $1,843
-
11b · Fees: legal
total $1,337 · management and general $1,337
-
11c · Fees: accounting
total $15,747 · management and general $15,747
-
11f · Fees: investment management
total $20,462 · management and general $20,462
-
12 · Advertising and promotion
total $261,471 · program services $52,813 · management and general $208,658
-
13 · Office expenses
total $20,602 · program services $9,271 · management and general $7,211 · fundraising $4,120
-
16 · Occupancy
total $26,932 · program services $24,104 · management and general $1,481 · fundraising $1,347
-
17 · Travel
total $199,820 · program services $199,820
-
22 · Depreciation, depletion and amortization
total $19,283 · program services $12,148 · management and general $7,135
-
23 · Insurance
total $28,275 · program services $18,096 · management and general $10,179
-
24a · Other expenses: PERFORMANCE EXPENSES
total $383,478 · program services $383,478
-
24b · Other expenses: PUBLIC RELATIONS
total $35,178 · fundraising $35,178
-
24c · Other expenses: MISCELLANEOUS
total $21,872 · program services $19,576 · management and general $1,203 · fundraising $1,093
-
24d · Other expenses: DUES & FEES
total $9,787 · program services $9,787
-
24e · All other expenses
total $684 · program services $306 · management and general $241 · fundraising $137
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $69,127 · end of year $497,918
-
2 · Savings and temporary cash investments
beginning of year $986,755 · end of year $244,879
-
4 · Accounts receivable
beginning of year $113,143 · end of year $246,346
-
9 · Prepaid expenses and deferred charges
beginning of year $32,808 · end of year $55,889
-
10a · Land, buildings and equipment: cost or other basis
$1,072,713
-
10b · Land, buildings and equipment: accumulated depreciation
$309,306
-
10c · Land, buildings and equipment, net
beginning of year $252,644 · end of year $763,407
-
11 · Investments: publicly traded securities
beginning of year $3,185,500 · end of year $3,341,088
-
12 · Investments: other securities
beginning of year $265,710 · end of year $214,193
-
15 · Other assets
end of year $71,571
-
17 · Accounts payable and accrued expenses
beginning of year $46,800 · end of year $151,542
-
19 · Deferred revenue
beginning of year $196,347 · end of year $184,147
-
23 · Secured mortgages and notes payable
end of year $92,483
-
25 · Other liabilities
beginning of year $0 · end of year $71,571
-
27 · Net assets without donor restrictions
beginning of year $2,039,484 · end of year $1,756,291
-
28 · Net assets with donor restrictions
beginning of year $2,623,056 · end of year $3,179,257
Mission and programs · 2024
Mission
THE SIOUX CITY SYMPHONY ORCHESTRA IS COMMITTED TO CHANGING LIVES THROUGH MUSICAL EXCELLENCE FOR THE DIVERSE COMMUNITIES WE SERVE AND BEYOND THROUGH INNOVATIVE PERFORMANCES, EDUCATIONAL PROGRAMS, AND CULTURALLY INCLUSIVE OUTREACH.
Activities or mission (Part I)
TO ENRICH SIOUXLAND'S QUALITY OF LIFE THROUGH SYMPHONIC MUSIC.
-
TO PROMOTE MUSICAL ORGANIZATIONS, MUSICAL PERFORMANCE & MAINTAIN AN ORCHESTRA AND OTHER MUSICAL ORGANIZATIONS FOR THE LITERARY, CULTURAL & EDUCATIONAL ADVANCEMENT OF THE COMMUNITY.
Expenses $1,359,697 · Revenue $773,277
-
TO PROVIDE AN OPPORTUNITY FOR YOUNG PERSONS TO DEVELOP THEIR MUSICAL TALENT AND TO STIMULATE INTEREST IN AND APPRECIATION OF SYMPHONIC MUSIC. THIS INCLUDES PERFORMANCES FOR STUDENTS PROVIDED AT NO COST TO THE SCHOOLS OR STUDENTS. IN ADDITION, THE SYMPHONY PROVIDES ENSEMBLE PERFORMANCES IN ALL AREA ELEMENTARY SCHOOLS.
Expenses $293,478 · Revenue $31,250
As filed on the 2024 return.
Listed in Part VII
-
Juliet EveristJULIET EVERIST
PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
Anne KelloggANNE KELLOGG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Gabriella GalinskyGABRIELLA GALINSKY
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Steve KohlSTEVE KOHL
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Joseph TwidwellJOSEPH TWIDWELL
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
Breanne DemersBREANNE DEMERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
David BrownDAVID BROWN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Lillyan RodriguezLILLYAN RODRIGUEZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Genevieve NelsonGENEVIEVE NELSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Brad SmithBRAD SMITH
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
Ron YockeyRON YOCKEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Richard KunzRICHARD KUNZ
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
Dave RoseDAVE ROSE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Kristin OrtmannKRISTIN ORTMANN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Reason FordDR REASON FORD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Fotene KarantinosDR FOTENE KARANTINOS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Amy CallaghanDR AMY CALLAGHAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Nick HegartyNICK HEGARTY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Ryan CallaghanRYAN CALLAGHAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Phyllis ConnerPHYLLIS CONNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Aj DelfsAJ DELFS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Chris DelfsCHRIS DELFS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Jameley LevichJAMELEY LEVICH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
James LevichJAMES LEVICH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
John PecautJOHN PECAUT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
David GrossDAVID GROSS
EXECUTIVE DIRECTOR
- Total calculated
- $144,438
- From this org
- $144,438
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
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
- 2024
- Filed
- 13 May 2026
- IRS schema version
- 2024v5.5
- Source object
- 202601339349305570
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