Civic Intelligence

Springfield Symphony Association

EIN 43-0797224 • 501(c)3 • Springfield, MO

Profile

To promote and present the Springfield Symphony Orchestra.

411 N Sherman PkwySpringfield, MO 65802

n/A

Siviq Scores

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

Liabilities / Assets

45th percentile

0.04x

Higher debt load relative to assets than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

57th percentile

0.12x

Higher debt load relative to revenue than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

24th percentile

-8.2%

Higher net margin than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

65th percentile

$95,961

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

51st percentile

3.8%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

23rd percentile

-10%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$3,772,069

Up $625,649 (+20%) from 2023

Liabilities

Down

$154,965

Down $32,918 (-18%) from 2023

Net Assets

Up

$3,617,104

Up $658,567 (+22%) from 2023

Operations
Liabilities / Revenue57th percentileNet Margin24th percentile

Revenue

Up

$1,320,143

Up $348,161 (+36%) from 2023

Expenses

Up

$1,428,382

Up $404,455 (+40%) from 2023

Net Income

Down

-$108,239

Down $56,294 (-108%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,447,073Liabilities 2011: $129,492Net Assets 2011: $1,317,5812011Assets 2012: $1,360,550Liabilities 2012: $131,673Net Assets 2012: $1,228,8772012Assets 2013: $2,163,988Liabilities 2013: $67,013Net Assets 2013: $2,096,9752013Assets 2014: $2,540,238Liabilities 2014: $113,329Net Assets 2014: $2,426,9092014Assets 2015: $2,656,901Liabilities 2015: $126,257Net Assets 2015: $2,530,6442015Assets 2016: $2,550,179Liabilities 2016: $199,718Net Assets 2016: $2,350,4612016Assets 2017: $2,608,139Liabilities 2017: $133,344Net Assets 2017: $2,474,7952017Assets 2018: $2,649,237Liabilities 2018: $106,026Net Assets 2018: $2,543,2112018Assets 2019: $3,308,759Liabilities 2019: $151,254Net Assets 2019: $3,157,5052019Assets 2020: $3,272,008Liabilities 2020: $214,337Net Assets 2020: $3,057,6712020Assets 2021: $3,794,120Liabilities 2021: $109,599Net Assets 2021: $3,684,5212021Assets 2022: $2,913,954Liabilities 2022: $46,299Net Assets 2022: $2,867,6552022Assets 2023: $3,146,420Liabilities 2023: $187,883Net Assets 2023: $2,958,5372023Assets 2025: $3,772,069Liabilities 2025: $154,965Net Assets 2025: $3,617,1042025

Highlighted filing

2025

Assets$3,772,069
Liabilities$154,965
Net Assets$3,617,104
Open 2025 Filing

Operations Trend

Revenue Growth23rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $898,315Expenses 2011: $908,607Net Income 2011: -$10,2922011Expenses 2012: $859,3822012Expenses 2013: $752,8292013Revenue 2014: $869,264Expenses 2014: $933,327Net Income 2014: -$64,0632014Revenue 2015: $958,971Expenses 2015: $781,817Net Income 2015: $177,1542015Revenue 2016: $747,937Expenses 2016: $818,723Net Income 2016: -$70,7862016Revenue 2017: $834,759Expenses 2017: $874,981Net Income 2017: -$40,2222017Revenue 2018: $822,247Expenses 2018: $863,020Net Income 2018: -$40,7732018Revenue 2019: $1,428,756Expenses 2019: $869,961Net Income 2019: $558,7952019Revenue 2020: $1,053,113Expenses 2020: $806,468Net Income 2020: $246,6452020Revenue 2021: $886,121Expenses 2021: $798,237Net Income 2021: $87,8842021Revenue 2022: $972,022Expenses 2022: $941,414Net Income 2022: $30,6082022Revenue 2023: $971,982Expenses 2023: $1,023,927Net Income 2023: -$51,9452023Revenue 2025: $1,320,143Expenses 2025: $1,428,382Net Income 2025: -$108,2392025

Highlighted filing

2025

Revenue$1,320,143
Expenses$1,428,382
Net Income-$108,239
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
$3,772,069
Liabilities
$154,965
Net assets
$3,617,104
Revenue
$1,320,143
Expenses
$1,428,382
Net income
-$108,239
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.77$0.15$3.62$1.32$1.43$0.11
2023Summary only. Only limited summary data is available for this year.$3.15$0.19$2.96$0.97$1.02$0.05
2022Summary only. Only limited summary data is available for this year.$2.91$0.05$2.87$0.97$0.94$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.79$0.11$3.68$0.89$0.80$0.09
2020Summary only. Only limited summary data is available for this year.$3.27$0.21$3.06$1.05$0.81$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.31$0.15$3.16$1.43$0.87$0.56
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$0.11$2.54$0.82$0.86$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.13$2.47$0.83$0.87$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.55$0.20$2.35$0.75$0.82$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.66$0.13$2.53$0.96$0.78$0.18
2014Detailed filing. Detailed filing data is available for this year.$2.54$0.11$2.43$0.87$0.93$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$0.07$2.10$0.75
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.13$1.23$0.86
2011Summary only. Only limited summary data is available for this year.$1.45$0.13$1.32$0.90$0.91$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 17, 2026
Return Version
2024v5.2
Gross Receipts
$1,522,617
Mission and Program Overview

Mission

To promote and present the Springfield Symphony Orchestra.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,574,817$2,755,665▲ $180,848
Savings and Temporary Cash Investments$654,689$597,605▼ $57,084
Land, Buildings, and Equipment, Net$77,016$71,466▼ $5,550
Prepaid Expenses and Deferred Charges$1,873$2,497▲ $624
Cash and Non-Interest-Bearing Accounts$500$1,300▲ $800
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$3,634,102$3,772,069▲ $137,967
Other Assets Total$325,207$343,536▲ $18,329
Liabilities
Accounts Payable and Accrued Expenses$56,160$91,854▲ $35,694
Deferred Revenue$114,290$63,111▼ $51,179
Total Liabilities$170,450$154,965▼ $15,485
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,013,348$2,100,711▲ $87,363
Net Assets With Donor Restrictions$1,450,304$1,516,393▲ $66,089
Total Net Assets Fund Balance$3,463,652$3,617,104▲ $153,452
Total Liabilities and Net Assets / Fund Balance$3,634,102$3,772,069▲ $137,967

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,456$152,836$155,292
Leasehold Improvements$69,010$55,990$125,000
Other Assets Org$343,536--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,561,326$48,553▲ $281,187$130,760$2,760,306
2023$2,205,778$116,589▲ $282,059$43,100$2,561,326
2022$2,142,650$6,700▲ $170,832$114,404$2,205,778
2021$2,529,418$3,547▼ $287,259$103,056$2,142,650
2020$2,342,912$81,956▲ $635,888$92,763$2,967,993
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer Cotner JonesExecutive DirectorFT$83,912$12,049$95,961

Board Members and Trustees

NameTitle
Gregory BeckPresident
Tom O'nealVice President
Alaina ShafferDirector
Alec PalenDirector
Amy LauroDirector
Barry ArmstrongDirector
Carrie AllwardtDirector
Daniel WootenDirector
David CookDirector
David HaysDirector
Denise BaumannDirector
Irwin CohenDirector
Katie HopkinsDirector
Krisi CausaDirector
Leaster GibsonDirector
Lynn DvorakDirector
Michael StineDirector
Randy MayesDirector
Raylene ApplebyDirector
Rebecca HoganDirector
Ryan HurrDirector
Sam CoryellDirector
Scott MeierDirector
Starla BlairDirector
Suzanne HarlamertDirector
Thom LundbergDirector
Tom TobinDirector
Loretta KnutsonSecretary
Jay SandidgeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$569,905
Program Service Revenue
$487,511
Investment Income
$101,859
Other Revenue
$160,868
All Other Contributions
$511,552
Change in Net Assets
$-108,239

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,311,005
Revenue Not Reported on Financial Statements
$9,138
Revenue Not Reported on Form 990
$470,746
Other Revenue Adjustments
$-19,426
Total Revenue per Audited Statements
$1,781,751
Total Revenue per Form 990
$1,320,143
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$833,032
Salaries, Compensation, and Employee Benefits$595,350
Total Fundraising Expense$81,940
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$288,375$37,440$58,629$384,444
All Other Expenses$121,197$11,136$11,197$143,530
Other Employee Benefits$58,127$19,251$8,327$85,705
Office Expenses-$84,125-$84,125
Current Officers, Directors, Trustees, and Key Employees$41,956$41,956-$83,912
Advertising-$63,501-$63,501
Other Expenses$46,627--$46,627
Payroll Taxes$23,925$5,125$3,787$32,837
Fees for Service Investment Mgmnt Fees-$28,564-$28,564
Pension Plan Contributions$6,827$1,625-$8,452
Depreciation Depletion-$5,550-$5,550
Occupancy-$10-$10
Total Functional Expenses$1,048,159$298,283$81,940$1,428,382

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,628,299
Total Expenses per Form 990$1,428,382
Expenses per Audited Statements$1,399,818
Expenses Not Reported on Form 990$228,481
Expenses Not Reported on Financial Statements$28,564
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$259,229
Fundraising Direct Expenses$99,243
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$149,914$149,914$6,858$143,056
Trustee Wine Event$48,677$48,677$706$47,971
Total Events$252,523$252,523$93,279$159,244
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
Audit committee
Yes
Backup withholding compliance
No
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
No
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 Board president of the Association reviews and approves its Form 990. In addition, the audit and Form 990 are presented at the board meeting to all board members for approval.”

Form 990, Part VI, Section B, Line 15B

“Annual reviews of the office staff are performed by the Executive Director. These written reviews are given to the Executive Director who then presents to the Board President and Vice-President. Any proposed raises are presented to the Budget Committee.”

Form 990, Part VI, Section C, Line 19

“Records are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Springfield Symphony Association
EIN
43-0797224
Phone
4178646683
Address
411 N Sherman Pkwy, Springfield, MO 65802

Signing Officer

Name
Jennifer Cotner-Jones
Title
Executive Director
Signed
2026-02-17
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
29
Independent Board Members
29
Employees
12

Preparer

Firm
Roberts McKenzie Mangan & Cummings PC
Address
4035 S Fremont, Springfield, MO 65804
Preparer
Jeff Keeling
Phone
4178835348
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Appreciation and Recognition: Column (A) - Total = $2450; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $2450”

Form 990, Part IX, Line 24E

“Building maintenance: Column (A) - Total = $6883; Column (B) - Program Services = $0; Column (C) - Management & General = $6883; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Education outreach: Column (A) - Total = $28493; Column (B) - Program Services = $28493; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Licenses, fees, and dues: Column (A) - Total = $6475; Column (B) - Program Services = $6475; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Materials, food, supplies: Column (A) - Total = $8747; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $8747”

Form 990, Part IX, Line 24E

“Miscellaneous: Column (A) - Total = $4253; Column (B) - Program Services = $0; Column (C) - Management & General = $4253; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Music purchase and rental: Column (A) - Total = $34973; Column (B) - Program Services = $34973; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Shuttle service: Column (A) - Total = $23024; Column (B) - Program Services = $23024; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Special equipment/production: Column (A) - Total = $28232; Column (B) - Program Services = $28232; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The Association appropriates a 5% distribution of the the average of the previous twelve quarters ending endowment fund balances.”

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

“Special event expenses $19426”

Raw XML AppendixShowing 400 of 771 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.

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