Civic Intelligence

Springfield Symphony Orchestra Inc

990 • Fiscal year 2022 • EIN 04-2210746

Jun 01, 2021 to May 31, 2022 • Filed on Apr 06, 2023

Organization Profilewww.springfieldsymphony.org
1441 Main StreetSpringfield, MA 01103

(413) 733-0636

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.01x

Higher debt load relative to assets than 19% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

30th percentile

0.06x

Higher debt load relative to revenue than 30% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

54th percentile

8.7%

Higher net margin than 54% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

36th percentile

$91,120

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

17th percentile

-11%

Faster asset growth than 17% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

34th percentile

-4.5%

Faster revenue growth than 34% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$7,735,857

Down $982,902 (-11%) from 2021

Net Assets

Down

$7,659,996

Down $665,790 (-8.0%) from 2021

Liabilities

Down

$75,861

Down $317,112 (-81%) from 2021

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin54th percentile

Revenue

Down

$1,188,178

Down $55,392 (-4.5%) from 2021

Expenses

Up

$1,084,450

Up $187,945 (+21%) from 2021

Net Income

Down

$103,728

Down $243,337 (-70%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2010: $6,960,845Liabilities 2010: $368,990Net Assets 2010: $6,591,8552010Assets 2011: $8,014,970Liabilities 2011: $336,042Net Assets 2011: $7,678,9282011Assets 2012: $7,293,870Liabilities 2012: $314,094Net Assets 2012: $6,979,7762012Assets 2013: $8,113,882Liabilities 2013: $374,532Net Assets 2013: $7,739,3502013Assets 2014: $8,667,232Liabilities 2014: $469,061Net Assets 2014: $8,198,1712014Assets 2015: $8,366,120Liabilities 2015: $486,056Net Assets 2015: $7,880,0642015Assets 2016: $7,759,732Liabilities 2016: $365,626Net Assets 2016: $7,394,1062016Assets 2017: $8,276,131Liabilities 2017: $478,833Net Assets 2017: $7,797,2982017Assets 2018: $7,822,884Liabilities 2018: $305,498Net Assets 2018: $7,517,3862018Assets 2019: $7,120,412Liabilities 2019: $211,410Net Assets 2019: $6,909,0022019Assets 2020: $6,978,612Liabilities 2020: $363,094Net Assets 2020: $6,615,5182020Assets 2021: $8,718,759Liabilities 2021: $392,973Net Assets 2021: $8,325,7862021Assets 2022: $7,735,857Liabilities 2022: $75,861Net Assets 2022: $7,659,9962022Assets 2023: $6,806,312Liabilities 2023: $147,198Net Assets 2023: $6,659,1142023Assets 2024: $7,100,195Liabilities 2024: $139,937Net Assets 2024: $6,960,2582024Assets 2025: $6,857,259Liabilities 2025: $310,196Net Assets 2025: $6,547,0632025

Highlighted filing

2022

Assets$7,735,857
Liabilities$75,861
Net Assets$7,659,996
Open 2022 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,118,6452010Revenue 2011: $2,102,693Expenses 2011: $2,053,258Net Income 2011: $49,4352011Expenses 2012: $2,010,2602012Revenue 2013: $1,643,878Expenses 2013: $1,799,003Net Income 2013: -$155,1252013Revenue 2014: $1,790,941Expenses 2014: $1,786,995Net Income 2014: $3,9462014Revenue 2015: $3,113,558Expenses 2015: $1,810,178Net Income 2015: $1,303,3802015Revenue 2016: $1,814,523Expenses 2016: $2,052,267Net Income 2016: -$237,7442016Revenue 2017: $1,908,590Expenses 2017: $2,101,777Net Income 2017: -$193,1872017Revenue 2018: $1,692,706Expenses 2018: $2,042,058Net Income 2018: -$349,3522018Revenue 2019: $1,431,421Expenses 2019: $2,040,314Net Income 2019: -$608,8932019Revenue 2020: $1,395,624Expenses 2020: $1,871,049Net Income 2020: -$475,4252020Revenue 2021: $1,243,570Expenses 2021: $896,505Net Income 2021: $347,0652021Revenue 2022: $1,188,178Expenses 2022: $1,084,450Net Income 2022: $103,7282022Revenue 2023: $1,387,741Expenses 2023: $1,869,582Net Income 2023: -$481,8412023Revenue 2024: $1,994,139Expenses 2024: $2,319,203Net Income 2024: -$325,0642024Revenue 2025: $1,946,655Expenses 2025: $2,329,619Net Income 2025: -$382,9642025

Highlighted filing

2022

Revenue$1,188,178
Expenses$1,084,450
Net Income$103,728
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Apr 6, 2023
Return Version
2021v4.2
Gross Receipts
$1,188,178
Mission and Program Overview

Mission

To maintain and develop a professional symphony orchestra that produces performances of high artistic quality that educate and entertain audiences of all ages, operate a volunteer chorus, and provide musical performances and educational programs for youth.

To maintain and develop a professional symphony orchestra that produces performances of high artistic quality that educate and entertain audiences of all ages, operate a volunteer chorus, and provide musical performan

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,548,232$6,758,637▼ $789,595
Investments Other Securities$810,465$650,744▼ $159,721
Savings and Temporary Cash Investments$336,275$205,516▼ $130,759
Pledges and Grants Receivable-$100,000-
Land, Buildings, and Equipment, Net$19,085$16,258▼ $2,827
Prepaid Expenses and Deferred Charges$3,202$3,202→ $0
Cash and Non-Interest-Bearing Accounts$1,500$1,500→ $0
Total Assets$8,718,759$7,735,857▼ $982,902
Liabilities
Accounts Payable and Accrued Expenses$363,718$75,861▼ $287,857
Deferred Revenue$29,255--
Total Liabilities$392,973$75,861▼ $317,112
Net Assets / Fund Balance
Net Assets With Donor Restrictions$6,195,860$5,831,133▼ $364,727
Net Assets Without Donor Restrictions$2,129,926$1,828,863▼ $301,063
Total Net Assets Fund Balance$8,325,786$7,659,996▼ $665,790
Total Liabilities and Net Assets / Fund Balance$8,718,759$7,735,857▼ $982,902

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,321$71,004$81,325
Other Land Buildings$5,937$22,532$28,469
Other Securities$650,744--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$7,548,232-▼ $492,084$297,511$6,758,637
2020$6,119,876$1,674▲ $1,711,682$285,000$7,548,232
2019$6,528,218-▲ $357,734$766,076$6,119,876
2018$7,328,307-▲ $131,601$931,690$6,528,218
2017$7,648,685-▲ $521,991$842,369$7,328,307
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John AnzInterim Executive DirectorFT$77,412$13,708$91,120

Board Members and Trustees

NameTitle
Robyn NewhouseChair-bod
Anthony FalcettiPresident and Chair-management Committee
Peter ThomsenVice President- Education and Programming
Paul FriedmanVice President/treasurer
Ali FazaeliDirector
Cynthia CampbellDirector
James BirchallDirector
Marsha HarbisonDirector
Ronald WeissClerk and General Counsel

Highest Paid Contractors

ContractorServicesLocationCompensation
Sullivan Hayes & Quinn LLCLegal ServicesOne Monarch Place, Springfield, MA 01144$156,408
Proskauer Rose LLPLegal Services11 Times Square, New York, NY 10036$131,916
Revenue and Support

Revenue Composition

Contributions and Grants
$977,554
Program Service Revenue
$69,659
Investment Income
$138,865
Other Revenue
$2,100
All Other Contributions
$977,477
Change in Net Assets
$103,728

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,049,313
Revenue Not Reported on Financial Statements
$138,865
Revenue Not Reported on Form 990
$19,512
Other Revenue Adjustments
$138,865
Total Revenue per Audited Statements
$1,068,825
Total Revenue per Form 990
$1,188,178
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$609,568
Salaries, Compensation, and Employee Benefits$474,882
Total Fundraising Expense$84,571
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$212,630$68,881$43,299$324,810
Fees for Services Legal$306,316--$306,316
Office Expenses$69,043$9,002$5,907$83,952
Current Officers, Directors, Trustees, and Key Employees$51,131$15,869$10,412$77,412
Occupancy$39,876$12,375$8,119$60,370
Payroll Taxes$32,857$10,197$6,690$49,744
Other Employee Benefits$15,136$4,698$3,082$22,916
Travel$15,188$4,316$2,832$22,336
Fees for Service Investment Mgmnt Fees-$21,152-$21,152
Advertising$17,028--$17,028
Fees for Services Accounting-$15,000-$15,000
Other Expenses$8,135$2,525$1,656$12,316
All Other Expenses$7,465$985$646$9,096
Insurance$4,801$1,490$978$7,269
Depreciation Depletion$4,435$1,377$903$6,715
Interest-$552-$552
Information Technology$232$72$47$351
Total Functional Expenses$831,388$168,491$84,571$1,084,450

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,084,450
Total Expenses per Audited Statements$1,082,810
Expenses per Audited Statements$1,063,298
Expenses Not Reported on Financial Statements$21,152
Expenses Not Reported on Form 990$19,512
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

“Per the organizations by-laws, the management of all the affairs of the corporation shall be vested in a board of 15 directors. Vacancies in the board are filled by the board of directors”

Form 990, Part VI, Section B, Line 11

“The executive committee of the board of directors and the finance committee of the board of directors review the 990 prior to filing.”

Form 990, Part VI, Section B, Line 12C

“All members of the board of directors and any committee of the board of directors must disclose an actual or potential conflict of interest to the board of directors. The board of directors determines whether a conflict of interest exists and documents in the minutes of the board of directors a record of such deliberation.”

Form 990, Part VI, Section B, Line 15

“The finance committee and board of directors approves all salaries and benefits during the budgeting process.”

Form 990, Part VI, Section C, Line 19

“The organizations financial statements are available to the public via the massachusetts attorney generals office. In addition, the attorney general maintains a copy of the 990. The 990 is also available via the guidestar.org website. The conflict of interest policy is furnished upon request.”

Form 990, Part VI, Line 11A

“Form 990 was presented to the executive and finance committe.”

Form 990, Part VI, Section A, Line 2

“Paul Friedman is Cynthia Campbells father, and both are on the board of directors”

Filing and Contact Details

Filer

Filer Name
Springfield Symphony Orchestra Inc
EIN
04-2210746
Phone
4137330636
Address
1441 MAIN STREET, SPRINGFIELD, MA 01103

Signing Officer

Name
Paul Lambert
Title
President
Phone
4137330636
Signed
2023-04-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Lambert
Formed
1944
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
8
Employees
30
Volunteers
7

Preparer

Firm
LaPier Dillon & Associates PC
Address
333 Elm Street, W SPRINGFIELD, MA 01089
Preparer
Nicholas LaPier
Phone
4137320200
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

“Artistic quality that educate and entertain audiences of all ages”

Form 990, Part XI, Line 9

“Changes in net assets unrealized gain/change in fmv of endowments/investments”

Financial Statement Notes

XI 4B

“Investment income of 117,713 reported on Part VIII Line 3 not included in Support and Revenue of FS”

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IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT AND CHAIR-MANAGEMENT COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT- EDUCATION AND PROGRAMMING
IRS990/Form990PartVIISectionAGrp/TitleTxt6CLERK AND GENERAL COUNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0Part III Section B Line 12 Other Income of 2,100 is comprised of handling fees
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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,735,857
Liabilities
$75,861
Net assets
$7,659,996
Revenue
$1,188,178
Expenses
$1,084,450
Net income
$103,728
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.86$0.31$6.55$1.95$2.33$0.38
2024Detailed filing. Detailed filing data is available for this year.$7.10$0.14$6.96$1.99$2.32$0.33
2023Detailed filing. Detailed filing data is available for this year.$6.81$0.15$6.66$1.39$1.87$0.48
2022Detailed filing. Detailed filing data is available for this year.$7.74$0.08$7.66$1.19$1.08$0.10
2021Detailed filing. Detailed filing data is available for this year.$8.72$0.39$8.33$1.24$0.90$0.35
2020Detailed filing. Detailed filing data is available for this year.$6.98$0.36$6.62$1.40$1.87$0.48
2019Detailed filing. Detailed filing data is available for this year.$7.12$0.21$6.91$1.43$2.04$0.61
2018Detailed filing. Detailed filing data is available for this year.$7.82$0.31$7.52$1.69$2.04$0.35
2017Detailed filing. Detailed filing data is available for this year.$8.28$0.48$7.80$1.91$2.10$0.19
2016Detailed filing. Detailed filing data is available for this year.$7.76$0.37$7.39$1.81$2.05$0.24
2015Detailed filing. Detailed filing data is available for this year.$8.37$0.49$7.88$3.11$1.81$1.30
2014Detailed filing. Detailed filing data is available for this year.$8.67$0.47$8.20$1.79$1.79$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.11$0.37$7.74$1.64$1.80$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.29$0.31$6.98$2.01
2011Summary only. Only limited summary data is available for this year.$8.01$0.34$7.68$2.10$2.05$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.96$0.37$6.59$2.12