Civic Intelligence

Springfield Symphony Orchestra Inc

990 • Fiscal year 2024 • EIN 04-2210746

Jun 01, 2023 to May 31, 2024 • Filed on Mar 16, 2025

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

25th percentile

0.02x

Higher debt load relative to assets than 25% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

32nd percentile

0.07x

Higher debt load relative to revenue than 32% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

15th percentile

-16%

Higher net margin than 15% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

59th percentile

$150,801

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

48th percentile

4.3%

Faster asset growth than 48% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

44%

Faster revenue growth than 81% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$7,100,195

Up $293,883 (+4.3%) from 2023

Net Assets

Up

$6,960,258

Up $301,144 (+4.5%) from 2023

Liabilities

Down

$139,937

Down $7,261 (-4.9%) from 2023

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin15th percentile

Revenue

Up

$1,994,139

Up $606,398 (+44%) from 2023

Expenses

Up

$2,319,203

Up $449,621 (+24%) from 2023

Net Income

Up

-$325,064

Up $156,777 (+33%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2024

Assets$7,100,195
Liabilities$139,937
Net Assets$6,960,258
Open 2024 Filing

Operations Trend

Revenue Growth81st 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

2024

Revenue$1,994,139
Expenses$2,319,203
Net Income-$325,064
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Mar 16, 2025
Return Version
2023v6.0
Gross Receipts
$2,418,167
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 performances and educational programs for youth

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,010,967$6,263,512▲ $252,545
Investments Other Securities$671,293$733,477▲ $62,184
Land, Buildings, and Equipment, Net$26,276$47,171▲ $20,895
Cash and Non-Interest-Bearing Accounts$56,424$44,511▼ $11,913
Pledges and Grants Receivable$34,805$0▼ $34,805
Prepaid Expenses and Deferred Charges$6,547$11,524▲ $4,977
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$6,806,312$7,100,195▲ $293,883
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$129,698$127,462▼ $2,236
Deferred Revenue$17,500$12,475▼ $5,025
Total Liabilities$147,198$139,937▼ $7,261
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,589,985$6,228,316▲ $638,331
Net Assets Without Donor Restrictions$1,069,129$731,942▼ $337,187
Total Net Assets Fund Balance$6,659,114$6,960,258▲ $301,144
Total Liabilities and Net Assets / Fund Balance$6,806,312$7,100,195▲ $293,883

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$22,343$75,862$98,205
Equipment$21,142$35,654$56,796
Leasehold Improvements$3,686$95$3,781

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$6,010,967$21,428▲ $945,713$714,596$6,263,512
2022$6,758,637$1,280▼ $95,250$653,700$6,010,967
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
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Paul LambertPresident & CEOFT$150,801$150,801
Marsha HarbisonOrchestra Rep.-$7,905$7,905

Board Members and Trustees

NameTitle
Paul FriedmannChairman
Andrew CadeDirector
Eileen McCaffreyDirector
Evan PlotkinDirector
Graham CahillDirector
Michael SorrellDirector
Peter ThomsenDirector
Robert BolducDirector
Sandra DoranDirector
Tony FalcettiDirector
Ronald WeissClerk
Margaret MantoniTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$939,113
Program Service Revenue
$595,885
Investment Income
$381,689
Other Revenue
$77,452
All Other Contributions
$861,101
Change in Net Assets
$-325,064

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,625,504
Revenue Not Reported on Financial Statements
$368,635
Revenue Not Reported on Form 990
$89,539
Other Revenue Adjustments
$368,635
Total Revenue per Audited Statements
$1,715,043
Total Revenue per Form 990
$1,994,139
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,190,127
Other Expenses$1,129,076
Total Fundraising Expense$169,831
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$715,732$120,628$101,843$938,203
Current Officers, Directors, Trustees, and Key Employees$115,043$19,388$16,370$150,801
Travel$95,217$16,047$13,548$124,812
Advertising$123,531--$123,531
All Other Expenses$79,797$6,234$5,263$91,294
Payroll Taxes$62,413$10,518$8,881$81,812
Occupancy$60,293$10,162$8,579$79,034
Fees for Services Other$3,791$68,377$539$72,707
Other Expenses$40,822$6,880$5,809$53,511
Office Expenses$27,082$4,564$3,853$35,499
Other Employee Benefits$14,732$2,483$2,096$19,311
Insurance$14,041$2,366$1,998$18,405
Fees for Services Accounting-$17,000-$17,000
Depreciation Depletion$7,390$1,245$1,052$9,687
Fees for Services Legal$9,058$19-$9,077
Interest-$728-$728
Total Functional Expenses$1,862,733$286,639$169,831$2,319,203

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,421,796
Expenses per Audited Statements$2,319,203
Total Expenses per Form 990$2,319,203
Expenses Not Reported on Form 990$102,593
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$23,986
Fundraising Direct Expenses$13,054
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$20,000$20,000$9,839$10,161
Total Events$20,000$20,000$9,839$10,161
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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 B, Line 11B

“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 15A

“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 organization's financial statements are available to the public via the massachusetts attorney general's 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 VII, Section A, Line 2

“The compensation listed for marsha harbison, reported in column d, is related to performance fees.”

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
Margaret Mantoni
Title
Treasurer
Signed
2025-03-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Lambert
Formed
1944
Legal Domicile
Ma
Voting Board Members
14
Independent Board Members
13
Employees
193
Volunteers
60

Preparer

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

Additional Explanations

Form 990, Part XI, Line 9

“Change in FV of Beneficial Interest = $62184”

Financial Statement Notes

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Investment Income - Line 3, Page 9 - 990 $146107 Realized Gains - Line 6d, Page 9 - 990 $235582 Direct Fund. Exp - Line 8b, Page 9 - 990 $-13054”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Direct Fund. Exp - Reported Net with Rev $13054”

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IRS990/Desc0SSO PRESENTS PROGRAMS OF CLASSICAL AND POPULAR MUSIC; IN-SCHOOL EDUCATIONAL PRESENTATIONS, YOUTH CONCERTS FOR ELEMENTARY STUDENTS; SPONSORS YOUTH ORCHESTRA AND INSTRUMENT PETTING ZOO AND VOLUNTEER CHORUS.
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IRS990/Form990PartVIISectionAGrp/PersonNm1Marsha Harbison
IRS990/Form990PartVIISectionAGrp/PersonNm2Tony Falcetti
IRS990/Form990PartVIISectionAGrp/PersonNm3Paul Friedmann
IRS990/Form990PartVIISectionAGrp/PersonNm4Margaret Mantoni
IRS990/Form990PartVIISectionAGrp/PersonNm5Ronald Weiss
IRS990/Form990PartVIISectionAGrp/PersonNm6Peter Thomsen
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IRS990/Form990PartVIISectionAGrp/PersonNm10Robert Bolduc
IRS990/Form990PartVIISectionAGrp/PersonNm11Graham Cahill
IRS990/Form990PartVIISectionAGrp/PersonNm12Sandra Doran
IRS990/Form990PartVIISectionAGrp/PersonNm13Eileen McCaffrey
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Orchestra Rep.
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Clerk
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
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IRS990/MissionDesc0TO 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.
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IRS990/OtherExpensesGrp/Desc3Box Office Expense
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IRS990/PrincipalOfficerNm0PAUL LAMBERT
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IRS990/ProgramServiceRevenueGrp/BusinessCd1711130
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PER THE ORGANIZATION'S BY-LAWS, THE MANAGEMENT OF ALL THE AFFAIRS OF THE CORPORATION SHALL BE VESTED IN A BOARD OF 14 DIRECTORS. VACANCIES IN THE BOARD ARE FILLED BY THE BOARD OF DIRECTORS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section A, Line 1: Description Of How Supported Organizations Are Desigated
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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,100,195
Liabilities
$139,937
Net assets
$6,960,258
Revenue
$1,994,139
Expenses
$2,319,203
Net income
-$325,064
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