Civic Intelligence

Greater Bridgeport Symphony Society Inc

EIN 06-6012460 • 501(c)3 • Bridgeport, CT

Profile

To present orchestra concerts through the greater bridgeport symphony orchestra and educational programs. The society's objective is to bring enriching musical performances to people throughout the greater bridgeport area.

2385 Park AvenueBridgeport, CT 06604

www.bridgeportsymphony.org

Siviq Scores

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

Liabilities / Assets

87th percentile

0.37x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

87th percentile

0.22x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

63rd percentile

9.5%

Higher net margin than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

95th percentile

$60,000

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 15.1% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

81st percentile

33%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

57th percentile

3.1%

Faster revenue growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$232,676

Up $57,638 (+33%) from 2024

Liabilities

Up

$86,130

Up $30,285 (+54%) from 2024

Net Assets

Up

$146,546

Up $27,353 (+23%) from 2024

Operations
Liabilities / Revenue87th percentileNet Margin63rd percentile

Revenue

Up

$398,352

Up $11,872 (+3.1%) from 2024

Expenses

Down

$360,615

Down $240,704 (-40%) from 2024

Net Income

Up

$37,737

Up $252,576 (+118%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$600K$400K$200K$0Assets 2010: $518,330Liabilities 2010: $118,384Net Assets 2010: $399,9462010Assets 2011: $419,850Liabilities 2011: $140,251Net Assets 2011: $279,5992011Assets 2012: $404,796Liabilities 2012: $118,198Net Assets 2012: $286,5982012Assets 2013: $401,039Liabilities 2013: $106,032Net Assets 2013: $295,0072013Assets 2014: $394,799Liabilities 2014: $120,059Net Assets 2014: $274,7402014Assets 2015: $286,611Liabilities 2015: $95,978Net Assets 2015: $190,6332015Assets 2016: $183,576Liabilities 2016: $88,014Net Assets 2016: $95,5622016Assets 2017: $211,623Liabilities 2017: $78,042Net Assets 2017: $133,5812017Assets 2018: $305,318Liabilities 2018: $89,374Net Assets 2018: $215,9442018Assets 2019: $210,509Liabilities 2019: $18,250Net Assets 2019: $192,2592019Assets 2020: $244,911Liabilities 2020: $59,300Net Assets 2020: $185,6112020Assets 2021: $402,585Liabilities 2021: $34,687Net Assets 2021: $367,8982021Assets 2022: $436,557Liabilities 2022: $0Net Assets 2022: $436,5572022Assets 2023: $344,716Liabilities 2023: $10,684Net Assets 2023: $334,0322023Assets 2024: $175,038Liabilities 2024: $55,845Net Assets 2024: $119,1932024Assets 2025: $232,676Liabilities 2025: $86,130Net Assets 2025: $146,5462025

Highlighted filing

2025

Assets$232,676
Liabilities$86,130
Net Assets$146,546
Open 2025 Filing

Operations Trend

Revenue Growth57th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $595,4752010Revenue 2011: $461,835Expenses 2011: $593,470Net Income 2011: -$131,6352011Expenses 2012: $621,2842012Revenue 2013: $495,685Expenses 2013: $497,390Net Income 2013: -$1,7052013Revenue 2014: $457,577Expenses 2014: $541,810Net Income 2014: -$84,2332014Revenue 2015: $414,138Expenses 2015: $489,396Net Income 2015: -$75,2582015Revenue 2016: $340,383Expenses 2016: $435,547Net Income 2016: -$95,1642016Revenue 2017: $519,227Expenses 2017: $482,077Net Income 2017: $37,1502017Revenue 2018: $605,731Expenses 2018: $525,415Net Income 2018: $80,3162018Revenue 2019: $525,818Expenses 2019: $544,815Net Income 2019: -$18,9972019Revenue 2020: $395,919Expenses 2020: $389,782Net Income 2020: $6,1372020Revenue 2021: $515,893Expenses 2021: $333,606Net Income 2021: $182,2872021Revenue 2022: $528,531Expenses 2022: $459,872Net Income 2022: $68,6592022Revenue 2023: $640,765Expenses 2023: $708,998Net Income 2023: -$68,2332023Revenue 2024: $386,480Expenses 2024: $601,319Net Income 2024: -$214,8392024Revenue 2025: $398,352Expenses 2025: $360,615Net Income 2025: $37,7372025

Highlighted filing

2025

Revenue$398,352
Expenses$360,615
Net Income$37,737
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$232,676
Liabilities
$86,130
Net assets
$146,546
Revenue
$398,352
Expenses
$360,615
Net income
$37,737
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.33$0.86$1.47$3.98$3.61$0.38
2024Detailed filing. Detailed filing data is available for this year.$1.75$0.56$1.19$3.86$6.01$2.15
2023Detailed filing. Detailed filing data is available for this year.$3.45$0.11$3.34$6.41$7.09$0.68
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.37$0.00$4.37$5.29$4.60$0.69
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.03$0.35$3.68$5.16$3.34$1.82
2020Summary only. Only limited summary data is available for this year.$2.45$0.59$1.86$3.96$3.90$0.06
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.11$0.18$1.92$5.26$5.45$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.05$0.89$2.16$6.06$5.25$0.80
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$0.78$1.34$5.19$4.82$0.37
2016Summary only. Only limited summary data is available for this year.$1.84$0.88$0.96$3.40$4.36$0.95
2015Detailed filing. Detailed filing data is available for this year.$2.87$0.96$1.91$4.14$4.89$0.75
2014Detailed filing. Detailed filing data is available for this year.$3.95$1.20$2.75$4.58$5.42$0.84
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.01$1.06$2.95$4.96$4.97$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.05$1.18$2.87$6.21
2011Summary only. Only limited summary data is available for this year.$4.20$1.40$2.80$4.62$5.93$1.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.18$1.18$4.00$5.95
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Dec 12, 2025
Return Version
2024v5.2
Gross Receipts
$420,343
Mission and Program Overview

Mission

To present orchestra concerts through the greater bridgeport symphony orchestra and educational programs. The society's objective is to bring enriching musical performances to people throughout the greater bridgeport area.

To present orchestra concerts through the greater bridgeport symphony orchestra and educational programs. The societys objective is to bring enriching musical performances to people throughout the greater brideport area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$60,753$87,247▲ $26,494
Investments in Publicly Traded Securities-$28,893-
Prepaid Expenses and Deferred Charges$8,173--
Accounts Receivable$350$350→ $0
Total Assets$175,038$232,676▲ $57,638
Other Assets Total$105,762$116,186▲ $10,424
Liabilities
Deferred Revenue$8,310$71,040▲ $62,730
Accounts Payable and Accrued Expenses$47,535$15,090▼ $32,445
Total Liabilities$55,845$86,130▲ $30,285
Net Assets / Fund Balance
Net Assets With Donor Restrictions$112,364$110,152▼ $2,212
Net Assets Without Donor Restrictions$6,829$36,394▲ $29,565
Total Net Assets Fund Balance$119,193$146,546▲ $27,353
Total Liabilities and Net Assets / Fund Balance$175,038$232,676▲ $57,638

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$5,772-
Other Assets Org$5,948--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$42,248---$42,248
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleBaseTotal
Phyllis CorteseExecutive Director$60,000$60,000

Board Members and Trustees

NameTitle
Doris HarringtonChairman
Tamar Beach WellsInterim Chair Orchestra Committee
Ken StaffeyImmediate Past President
Mark HalsteadPresident
Frank GallinelliVice President
Brian FalkowskiTrustee
Bruce LorentzenTrustee
Christine M KudravyTrustee
David MestreTrustee
Doc HermalynTrustee
Edward L PiquetteTrustee
Frank MartignettiTrustee
Henry C BanachTrustee
Hinda M WolfTrustee
Joseph M BierbaumTrustee
Kathryn TaylorTrustee
Kathy MccarthyTrustee
Lisa V TasiTrustee
Luis R Meza LealTrustee
Michael W BantenTrustee
Nancy Westcott PocockTrustee
Roger N PocockTrustee
Yasminne MorganTrustee
Justin F HarringtonAssistant Treasurer
Richard a CerratoCorporate Secretary
Sandra ZalikTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$282,091
Program Service Revenue
$66,363
Investment Income
$8,442
Other Revenue
$41,456
All Other Contributions
$242,934
Change in Net Assets
$37,737
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$208,145
Other Expenses$152,470
Total Fundraising Expense$9,783
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$136,276--$136,276
Current Officers, Directors, Trustees, and Key Employees$34,800$17,400$7,800$60,000
Advertising$29,764-$1,386$31,150
Occupancy$13,791$13,200-$26,991
Travel$18,687--$18,687
Insurance$13,553$5,101-$18,654
Other Expenses$13,386--$13,386
Fees for Services Other$8,403$4,520-$12,923
Fees for Services Accounting-$12,863-$12,863
Payroll Taxes$9,941$1,331$597$11,869
Office Expenses-$11,376-$11,376
Royalties$4,836--$4,836
Fees for Service Investment Mgmnt Fees-$880-$880
Fees for Services Legal-$724-$724
Total Functional Expenses$283,437$67,395$9,783$360,615
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$25,080
Fundraising Direct Expenses$21,991
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
80 Seasons$35,482$35,482$18,556$16,926
To the Races$18,025$18,025$745$17,280
Total Events$53,507$53,507$21,991$31,516
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“Justin harrington is the grandson of doris harrington pococks are husband and wife”

Form 990 governing body review Part VI line 11

“The treasurer does a detailed review of the return and then forwards a copy to members of the board for their review prior to submission of the form.”

Conflict of interest policy compliance Part VI line 12C

“The executive committee has the responsibility to monitor and report any observed conflicts of interest”

CEO executive director top management comp Part VI line 15A

“The personnel committee is responsible for compensation recommendations and these recommendations must be approved by the executive director”

Governing documents etc available to public Part VI line 19

“Governing documents are available at the organizations office upon request”

Filing and Contact Details

Filer

Filer Name
Greater Bridgeport Symphony Society Inc
EIN
06-6012460
In Care Of
% SANDRA ZALIK
Phone
2035760263
Address
2385 PARK AVENUE, Bridgeport, CT 06604

Signing Officer

Name
Sandra Zalik
Title
Treasurer
Phone
2035760263
Signed
2025-12-12
Discuss with paid preparer
No

Organization Details

Principal Officer
Mark Halstead
Formed
1946
Legal Domicile
Ct
Voting Board Members
27
Independent Board Members
27
Employees
109

Preparer

Firm
Sunstone Bookkeeping LLC
Address
240 Circle Drive, Stratford, CT 06614
Preparer
Jason Lyle Cook Ea
Phone
2036665488
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Write off of prepaid insurance asset and adjustment to restricted contributions”

Raw XML AppendixShowing 400 of 606 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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