Civic Intelligence

Pioneer Valley Symphony Inc

EIN 04-6111759 • 501(c)3 • Greenfield, MA

Profile

One of the oldest community orchestras in the united states, pvs was founded in greenfield in 1939 to serve the pioneer valley through music by performing symphonic and choral music; by providing members of the community the opportunity to participate in making music; and through musical education, particularly by introducing young children to live orchestral music

239 Main Street RearGreenfield, MA 01301

www.pvsoc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

84th percentile

0.43x

Higher debt load relative to assets than 84% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

0.37x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

83rd percentile

34%

Higher net margin than 83% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

98th percentile

397%

Faster asset growth than 98% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

143%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$577,651

Up $461,490 (+397%) from 2023

Liabilities

Up

$250,311

Up $231,407 (+1224%) from 2023

Net Assets

Up

$327,340

Up $230,083 (+237%) from 2023

Revenue

Up

$667,987

Up $392,732 (+143%) from 2023

Expenses

Up

$440,221

Up $103,587 (+31%) from 2023

Net Income

Up

$227,766

Up $289,145 (+471%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $82,029Liabilities 2011: $35,951Net Assets 2011: $46,0782011Assets 2012: $95,309Liabilities 2012: $50,051Net Assets 2012: $45,2582012Assets 2013: $79,243Liabilities 2013: $43,028Net Assets 2013: $36,2152013Assets 2014: $85,350Liabilities 2014: $39,834Net Assets 2014: $45,5162014Assets 2015: $85,874Liabilities 2015: $54,577Net Assets 2015: $31,2972015Assets 2016: $107,347Liabilities 2016: $34,983Net Assets 2016: $72,3642016Assets 2017: $95,328Liabilities 2017: $34,548Net Assets 2017: $60,7802017Assets 2018: $99,256Liabilities 2018: $7,347Net Assets 2018: $91,9092018Assets 2019: $84,599Liabilities 2019: $1,901Net Assets 2019: $82,6982019Assets 2020: $97,214Liabilities 2020: $12,393Net Assets 2020: $84,8212020Assets 2021: $208,070Liabilities 2021: $19,443Net Assets 2021: $188,6272021Assets 2022: $186,263Liabilities 2022: $28,481Net Assets 2022: $157,7822022Assets 2023: $116,161Liabilities 2023: $18,904Net Assets 2023: $97,2572023Assets 2024: $577,651Liabilities 2024: $250,311Net Assets 2024: $327,3402024

Highlighted filing

2024

Assets$577,651
Liabilities$250,311
Net Assets$327,340

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2011: $139,294Expenses 2011: $145,939Net Income 2011: -$6,6452011Revenue 2012: $135,035Expenses 2012: $151,772Net Income 2012: -$16,7372012Revenue 2013: $150,573Expenses 2013: $163,257Net Income 2013: -$12,6842013Revenue 2014: $193,395Expenses 2014: $183,466Net Income 2014: $9,9292014Revenue 2015: $161,294Expenses 2015: $175,513Net Income 2015: -$14,2192015Revenue 2016: $224,906Expenses 2016: $186,781Net Income 2016: $38,1252016Revenue 2017: $156,831Expenses 2017: $174,199Net Income 2017: -$17,3682017Revenue 2018: $185,436Expenses 2018: $155,227Net Income 2018: $30,2092018Revenue 2019: $144,181Expenses 2019: $153,365Net Income 2019: -$9,1842019Revenue 2020: $138,987Expenses 2020: $137,691Net Income 2020: $1,2962020Revenue 2021: $204,764Expenses 2021: $107,356Net Income 2021: $97,4082021Revenue 2022: $211,284Expenses 2022: $234,829Net Income 2022: -$23,5452022Revenue 2023: $275,255Expenses 2023: $336,634Net Income 2023: -$61,3792023Revenue 2024: $667,987Expenses 2024: $440,221Net Income 2024: $227,7662024

Highlighted filing

2024

Revenue$667,987
Expenses$440,221
Net Income$227,766

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.78$2.50$3.27$6.68$4.40$2.28
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.19$0.97$2.75$3.37$0.61
2022Detailed filing. Detailed filing data is available for this year.$1.86$0.28$1.58$2.11$2.35$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.19$1.89$2.05$1.07$0.97
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.12$0.85$1.39$1.38$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.02$0.83$1.44$1.53$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.07$0.92$1.85$1.55$0.30
2017Detailed filing. Detailed filing data is available for this year.$0.95$0.35$0.61$1.57$1.74$0.17
2016Summary only. Only limited summary data is available for this year.$1.07$0.35$0.72$2.25$1.87$0.38
2015Summary only. Only limited summary data is available for this year.$0.86$0.55$0.31$1.61$1.76$0.14
2014Summary only. Only limited summary data is available for this year.$0.85$0.40$0.46$1.93$1.83$0.10
2013Summary only. Only limited summary data is available for this year.$0.79$0.43$0.36$1.51$1.63$0.13
2012Summary only. Only limited summary data is available for this year.$0.95$0.50$0.45$1.35$1.52$0.17
2011Summary only. Only limited summary data is available for this year.$0.82$0.36$0.46$1.39$1.46$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 16, 2025
Return Version
2023v6.0
Gross Receipts
$669,459
Mission and Program Overview

Mission

One of the oldest community orchestras in the united states, pvs was founded in greenfield in 1939 to serve the pioneer valley through music by performing symphonic and choral music; by providing members of the community the opportunity to participate in making music; and through musical education, particularly by introducing young children to live orchestral music

The pioneer valley symphony provides opportunities to appreciate, make, and learn about music.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$9,377$256,999▲ $247,622
Investments in Publicly Traded Securities$39,014$42,683▲ $3,669
Savings and Temporary Cash Investments$40,388--
Pledges and Grants Receivable$9,372$35,232▲ $25,860
Land, Buildings, and Equipment, Net$8,236$5,491▼ $2,745
Total Assets$116,161$577,651▲ $461,490
Other Assets Total$9,774$237,246▲ $227,472
Liabilities
Other Liabilities$8,809$236,281▲ $227,472
Accounts Payable and Accrued Expenses$5,919$8,427▲ $2,508
Deferred Revenue$4,176$5,603▲ $1,427
Total Liabilities$18,904$250,311▲ $231,407
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$58,243$254,307▲ $196,064
Net Assets With Donor Restrictions$39,014$73,033▲ $34,019
Total Net Assets Fund Balance$97,257$327,340▲ $230,083
Total Liabilities and Net Assets / Fund Balance$116,161$577,651▲ $461,490

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,491$35,687$41,178
Other Land Buildings$0$1,022$1,022
Other Assets Org$236,281--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$39,014$30,350▲ $3,669-$73,033
2022$37,035-▲ $1,979-$39,014
2021$38,761-▼ $1,726-$37,035
2020$30,790-▲ $7,971-$38,761
2019$28,303-▲ $2,487-$30,790
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Janna Walters-gidsegExecutive DirectorFT$45,881$45,881

Board Members and Trustees

NameTitle
Kara PetermanPresident
Amy PattVICE PRESIDENT *PAST*
Aaron LakotaDirector
Benedict J Smar JrDirector
Cecilia R BergerDirector
John H ThomasDirector
Maureen CarneyDirector
Ronald WeissDirector
Craig MachadoDIRECTOR *PAST*
Alexander D MeadeClerk
Ian CoddingtonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$445,293
Program Service Revenue
$220,492
Investment Income
$1,439
Other Revenue
$763
All Other Contributions
$430,513
Change in Net Assets
$227,766
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$234,201
Salaries, Compensation, and Employee Benefits$206,020
Total Fundraising Expense$28,368
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$96,473$27,564$13,782$137,819
Fees for Services Other$101,507-$41$101,548
Current Officers, Directors, Trustees, and Key Employees$37,618$10,748$5,374$53,740
Other Expenses$49,951--$49,951
Occupancy$11,061$10,767-$21,828
Office Expenses$3,612$12,108$4,003$19,723
Payroll Taxes$10,123$2,892$1,446$14,461
Insurance$4,944$5,719-$10,663
Advertising$8,829$762-$9,591
Fees for Services Accounting-$8,125-$8,125
Information Technology$1,355$2,735$3,545$7,635
Depreciation Depletion$2,745--$2,745
Travel$1,958$36$177$2,171
Interest-$221-$221
Total Functional Expenses$330,176$81,677$28,368$440,221
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,235
Fundraising Direct Expenses$1,472
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
Cash Held for Others$236,281
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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 A, Line 6

The members of the corporation (the "members") for any fiscal year shall be: (a) each musician who participated in at least three concerts by the corporation's orchestra during the preceding fiscal year, excluding with respect to any concert any musician paid by the corporation to participate in such concert other than a section leader receiving compensation from the corporation (each such musician, an orchestra member"), (b) each member of the corporation's chorus who paid required chorus dues to the corporation for such preceding fiscal year (each a "chorus member"), and (c) one parent of each participant in the corporation's youth orchestra who paid any required participation fee for the preceding fiscal year (each a "parent member"). The clerk shall determine who has qualified as members for any fiscal year.

Form 990, Part VI, Section A, Line 7A

Members rights are to vote in meetings of the members, and to elect directors to the board.

Form 990, Part VI, Section B, Line 11B

The board of directors reviews all tax returns before being filed.

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

Each board member, officer, and employee of the organization is requested annually to submit a disclosure statement listing all actual or possible conflicts of interest.

Form 990, Part VI, Section B, Line 15

The salaries of all staff are benchmarked against the field and these studies are shared with the board of directors who approves the budget and sets compensation for all employees of the organization.

Form 990, Part VI, Section C, Line 19

The organization makes the tax returns available to anyone who submits a written request. Tax returns and other filings are also available online at the commonwealth of massachusetts attorney general's website

Filing and Contact Details

Filer

Filer Name
Pioneer Valley Symphony Inc
EIN
04-6111759
Phone
4137733664
Address
239 MAIN STREET REAR, GREENFIELD, MA 01301

Signing Officer

Name
Ian Coddington
Title
Treasurer
Phone
4137733664
Signed
2025-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kara Peterman
Formed
1955
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
9
Employees
6
Volunteers
40

Preparer

Firm
Boisselle Morton & Wolkowicz Llp
Address
48 BAY ROAD PO BOX 374, HADLEY, MA 01035
Preparer
Joseph P Wolkowicz CPA
Phone
4135870099
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Musicians and music directors: program service expenses 101,507. Management and general expenses 0. Fundraising expenses 0. Total expenses 101,507. Other contracted services: program service expenses 0. Management and general expenses 0. Fundraising expenses 41. Total expenses 41.

Form 990, Part XII, Line 2C

The finance committee of the board of directors is responsible for oversight of the review of the organization's financial statements and the selection of an independent accountant.

Raw XML AppendixShowing 400 of 514 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT *PAST*
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR *PAST*
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE DIRECTOR
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0THE PIONEER VALLEY SYMPHONY CONNECTS, INSPIRES, AND ENHANCES OUR COMMUNITY BY PROVIDING OPPORTUNITIES TO APPRECIATE, MAKE, AND LEARN ABOUT MUSIC.
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