Civic Intelligence

Symphony of the Southwest

EIN 23-7103040 • 501(c)3 • Tempe, AZ

Profile

Perform live professional, youth symphonic and chamber orchestra concerts for inspiration, education and entertainment.

2109 E Greenway DriveTempe, AZ 85282

symphonyofthesouthwest.org

Siviq Scores

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

Liabilities / Assets

99th percentile

15.00x

Higher debt load relative to assets than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.23x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

19th percentile

-29%

Higher net margin than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-93%

Faster asset growth than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

42nd percentile

-9.7%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$1,082

Down $45,779 (-98%) from 2021

Liabilities

Up

$16,226

Up $16,226 from 2021

Net Assets

Down

-$15,144

Down $62,005 (-132%) from 2021

Operations
Liabilities / Revenue87th percentileNet Margin19th percentile

Revenue

Down

$71,506

Down $22,482 (-24%) from 2021

Expenses

Up

$92,151

Up $54,176 (+143%) from 2021

Net Income

Down

-$20,645

Down $76,658 (-137%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$60K$40K$20K$0-$20KAssets 2012: $22,444Liabilities 2012: $22,209Net Assets 2012: $2352012Assets 2019: $5,134Liabilities 2019: $17,756Net Assets 2019: -$12,6222019Assets 2020: $8,109Liabilities 2020: $17,121Net Assets 2020: -$9,0122020Assets 2021: $46,861Liabilities 2021: $0Net Assets 2021: $46,8612021Assets 2024: $1,082Liabilities 2024: $16,226Net Assets 2024: -$15,1442024

Highlighted filing

2024

Assets$1,082
Liabilities$16,226
Net Assets-$15,144
Open 2024 Filing

Operations Trend

Revenue Growth42nd percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $82,178Expenses 2012: $73,258Net Income 2012: $8,9202012Revenue 2019: $108,010Expenses 2019: $110,443Net Income 2019: -$2,4332019Revenue 2020: $94,430Expenses 2020: $90,820Net Income 2020: $3,6102020Revenue 2021: $93,988Expenses 2021: $37,975Net Income 2021: $56,0132021Revenue 2024: $71,506Expenses 2024: $92,151Net Income 2024: -$20,6452024

Highlighted filing

2024

Revenue$71,506
Expenses$92,151
Net Income-$20,645
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,082
Liabilities
$16,226
Net assets
-$15,144
Revenue
$71,506
Expenses
$92,151
Net income
-$20,645
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.01$0.16$0.15$0.72$0.92$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.00$0.47$0.94$0.38$0.56
2020Detailed filing. Detailed filing data is available for this year.$0.08$0.17$0.09$0.94$0.91$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.18$0.13$1.08$1.10$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.22$0.00$0.82$0.73$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 28, 2025
Return Version
2023v6.0
Gross Receipts
$71,506
Mission and Program Overview

Mission

Perform live professional, youth symphonic and chamber orchestra concerts for inspiration, education and entertainment.

Program Services

DescriptionGrantsExpenses
Perform live professional and youth symphonic and chamber concerts for inspiration, education and entertainment.$9,800$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathi RoarkPresidentPT$0--
Mark ConvertiVice-PresidentPT$0--
Katrina KingTreasurer-$0--
Grayson MeadowsMember-$0--
Samara Humbert HughesYssw AdminPT$0--
Filing and Contact Details

Filer

Filer Name
Symphony of the Southwest
EIN
23-7103040
Phone
6027417004
Address
2109 E Greenway Drive, Tempe, AZ 85282

Signing Officer

Name
Kathi Roark
Title
President
Phone
6027417004
Signed
2025-04-28
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“concert production, orchestra personnel, conducting, rehearsal space, marketing, insurance, depreciation”

Form 990-EZ, Part I, Line 20

“adjust for uncleared checks”

Form 990-EZ, Part II, Line 24

“utility deposit”

Form 990-EZ, Part II, Line 26

“Line of credit”

Raw XML Appendix178 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Kathi Roark
IRS990EZ/BooksInCareOfDetail/PhoneNum06027417004
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02109 E Greenway Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tempe
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085282
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014075
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0857
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt021701
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-20645
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02125
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014909
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01082
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt071506
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04984
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-15144
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04984
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-15144
IRS990EZ/OccupancyRentUtltsAndMaintAmt06180
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt415
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kathi Roark
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mark Converti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Katrina King
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Grayson Meadows
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Samara Humbert Hughes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4YSSW admin
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0834
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0225
IRS990EZ/OtherChangesInNetAssetsAmt0517
IRS990EZ/OtherExpensesTotalAmt083846
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Perform live professional, youth symphonic and chamber orchestra concerts for inspiration, education and entertainment.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt049805
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Perform live professional and youth symphonic and chamber concerts for inspiration, education and entertainment.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09800
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt09925
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt016226
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt092151
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt071506
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0symphonyofthesouthwest.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt021701
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt036212
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt040562
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt062611
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt044013
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0205099
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt049805
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt042922
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt040567
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt030777
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt050416
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0214487
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04
IRS990ScheduleA/InvestmentIncomeCYPct00.00001
IRS990ScheduleA/InvestmentIncomePYPct00.00001
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99999
IRS990ScheduleA/PublicSupportPY509Pct00.99999
IRS990ScheduleA/PublicSupportTotal509Amt0419586
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071506
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt079134
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt081129
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt093388
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt094429
IRS990ScheduleA/Total509Grp/TotalAmt0419586
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071506
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt079134
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt081131
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt093389
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt094430
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0419590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0concert production, orchestra personnel, conducting, rehearsal space, marketing, insurance, depreciation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1adjust for uncleared checks
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2utility deposit
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Line of credit
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 26
ReasonableCauseExplanation/ExplanationTxt0Extension was filed and accepted. Extension was necessary due to death in family
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathi Roark
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06027417004
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SYMPHONY OF THE SOUTHWEST
ReturnHeader/Filer/BusinessNameControlTxt0SYMP
ReturnHeader/Filer/EIN0237103040
ReturnHeader/Filer/PhoneNum06027417004
ReturnHeader/Filer/USAddress/AddressLine1Txt02109 E Greenway Drive
ReturnHeader/Filer/USAddress/CityNm0Tempe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085282
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-05-14T10:26:47-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits