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Nonprofiteer
← SIOUX CITY SYMPHONY ORCHESTRA ASSOCIATION

Form 990 for tax year 2023

Filed by SIOUX CITY SYMPHONY ORCHESTRA ASSOCIATION.

Totals

Total revenue
$2,059,073
Total expenses
$2,003,010
Contributions and grants received
$1,034,533
Grants paid
$0
Program service revenue
$818,736
Investment income
$222,455
Other revenue
-$16,651
Total assets, end of year
$4,905,687
Total liabilities, end of year
$243,147
Net assets or fund balances, end of year
$4,662,540
Program services expenses (Part IX)
$1,555,542
Management and general expenses
$383,729
Fundraising expenses
$63,739
Program service expenses (Part III)
$1,555,542

Program services were 77.7% 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

    $209,834

  • 1e · Government grants (contributions)

    $58,365

  • 1f · All other contributions, gifts and grants

    $766,334

  • 1g · Noncash contributions included above

    $147,080

  • 2a · Program service revenue: TICKET SALES

    total $413,615 · related or exempt $413,615

  • 2b · Program service revenue: SPONSORS & UNDERWRITER

    total $371,321 · related or exempt $371,321

  • 2c · Program service revenue: PROGRAM ADVERTISING

    total $31,000 · related or exempt $31,000

  • 2d · Program service revenue: TUITION & EDUCATION

    total $2,800 · related or exempt $2,800

  • 3 · Investment income

    total $140,406 · excluded $140,406

  • 7a · Gross sales of assets other than inventory

    securities $503,823

  • 7b · Less cost or other basis and sales expenses

    securities $421,774

  • 7c · Gain or loss

    securities $82,049

  • 7d · Net gain or loss

    total $82,049 · excluded $82,049

  • 8a · Fundraising events: gross income

    $153,980

  • 8a · Fundraising events: contributions included on line 1c

    $209,834

  • 8b · Fundraising events: direct expenses

    $194,066

  • 8c · Net income from fundraising events

    total -$40,086 · excluded -$40,086

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $23,435 · related or exempt $23,435

  • 11e · Other revenue, total

    $23,435

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $140,000 · program services $99,400 · management and general $25,200 · fundraising $15,400

  • 7 · Other salaries and wages

    total $646,990 · program services $603,865 · management and general $36,250 · fundraising $6,875

  • 9 · Other employee benefits

    total $11,928 · program services $8,469 · management and general $2,147 · fundraising $1,312

  • 10 · Payroll taxes

    total $45,883 · program services $41,391 · management and general $2,788 · fundraising $1,704

  • 11b · Fees: legal

    total $404 · management and general $404

  • 11c · Fees: accounting

    total $16,584 · management and general $16,584

  • 11f · Fees: investment management

    total $19,856 · management and general $19,856

  • 12 · Advertising and promotion

    total $238,109 · program services $76,814 · management and general $161,295

  • 13 · Office expenses

    total $23,745 · program services $10,685 · management and general $8,311 · fundraising $4,749

  • 16 · Occupancy

    total $25,482 · program services $22,807 · management and general $1,401 · fundraising $1,274

  • 17 · Travel

    total $163,982 · program services $163,982

  • 22 · Depreciation, depletion and amortization

    total $18,730 · program services $11,800 · management and general $6,930

  • 23 · Insurance

    total $26,570 · program services $17,005 · management and general $9,565

  • 24a · Other expenses: PERFORMANCE EXPENSES

    total $456,016 · program services $456,016

  • 24b · Other expenses: CREDIT LOSS EXPENSE

    total $89,874 · management and general $89,874

  • 24c · Other expenses: MISCELLANEOUS

    total $33,340 · program services $29,839 · management and general $1,834 · fundraising $1,667

  • 24d · Other expenses: PUBLIC RELATIONS

    total $30,021 · fundraising $30,021

  • 24e · All other expenses

    total $15,496 · program services $13,469 · management and general $1,290 · fundraising $737

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $574,662 · end of year $69,127

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $986,755

  • 4 · Accounts receivable

    beginning of year $125,904 · end of year $113,143

  • 9 · Prepaid expenses and deferred charges

    beginning of year $79,051 · end of year $32,808

  • 10a · Land, buildings and equipment: cost or other basis

    $542,668

  • 10b · Land, buildings and equipment: accumulated depreciation

    $290,024

  • 10c · Land, buildings and equipment, net

    beginning of year $175,223 · end of year $252,644

  • 11 · Investments: publicly traded securities

    beginning of year $3,198,473 · end of year $3,353,211

  • 12 · Investments: other securities

    beginning of year $489,671 · end of year $97,999

  • 17 · Accounts payable and accrued expenses

    beginning of year $13,174 · end of year $46,800

  • 19 · Deferred revenue

    beginning of year $174,576 · end of year $196,347

  • 27 · Net assets without donor restrictions

    beginning of year $2,385,812 · end of year $2,039,484

  • 28 · Net assets with donor restrictions

    beginning of year $2,069,422 · end of year $2,623,056

Mission and programs · 2023

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 $1,324,294 · Revenue $839,371

  • 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 $231,248 · Revenue $2,800

As filed on the 2023 return.

Listed in Part VII

  • JULIET EVERIST

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • ANNE KELLOGG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • GABRIELLA GALINSKY

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • STEVE KOHL

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH TWIDWELL

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • BREANNE DEMERS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • DAVID BROWN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • LILLYAN RODRIGUEZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • GENEVIEVE NELSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • BRAD SMITH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • RON YOCKEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • RICHARD KUNZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • DAVE ROSE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • KRISTIN ORTMANN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • DR REASON FORD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • DR FOTENE KARANTINOS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • AMY CALLAGHAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • NICK HEGARTY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • RYAN CALLAGHAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • DAVID GROSS

    EXECUTIVE DIRECTOR

    Total calculated
    $69,860
    From this org
    $69,860
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • RICHARD STEINBACH

    FORMER EXECUTIVE DIRECTOR

    Total calculated
    $41,882
    From this org
    $41,882
    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
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202521339349306477

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