Civic Intelligence

Augusta Symphony Inc

EIN 58-1806334 • 501(c)3 • Augusta, GA

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Profile

The mission of Symphony Orchestra Augusta is to share the joy of great musical performance with our audience. Together, we are music.

PO Box 579Augusta, GA 30903

www.soaugusta.org

Siviq Scores

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

Liabilities / Assets

35th percentile

0.07x

Higher debt load relative to assets than 35% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.48x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

14th percentile

-15%

Higher net margin than 14% of similar nonprofits.

501(c)3 • $10M-$25M 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

26th percentile

-1.6%

Faster asset growth than 26% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

18%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$18,961,830

Down $299,062 (-1.6%) from 2023

Liabilities

Up

$1,414,578

Up $50,909 (+3.7%) from 2023

Net Assets

Down

$17,547,252

Down $349,971 (-2.0%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin14th percentile

Revenue

Up

$2,939,030

Up $455,684 (+18%) from 2023

Expenses

Up

$3,387,053

Up $409,181 (+14%) from 2023

Net Income

Up

-$448,023

Up $46,503 (+9.4%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $992,138Liabilities 2011: $357,440Net Assets 2011: $634,6982011Assets 2012: $1,585,922Liabilities 2012: $336,579Net Assets 2012: $1,249,3432012Assets 2013: $2,984,448Liabilities 2013: $370,434Net Assets 2013: $2,614,0142013Assets 2014: $3,535,893Liabilities 2014: $402,857Net Assets 2014: $3,133,0362014Assets 2015: $4,385,497Liabilities 2015: $352,439Net Assets 2015: $4,033,0582015Assets 2016: $10,782,556Liabilities 2016: $826,593Net Assets 2016: $9,955,9632016Assets 2017: $15,374,679Liabilities 2017: $2,709,170Net Assets 2017: $12,665,5092017Assets 2018: $19,823,884Liabilities 2018: $1,504,703Net Assets 2018: $18,319,1812018Assets 2020: $18,893,750Liabilities 2020: $1,130,509Net Assets 2020: $17,763,2412020Assets 2021: $18,738,286Liabilities 2021: $1,206,738Net Assets 2021: $17,531,5482021Assets 2022: $19,725,932Liabilities 2022: $1,405,626Net Assets 2022: $18,320,3062022Assets 2023: $19,260,892Liabilities 2023: $1,363,669Net Assets 2023: $17,897,2232023Assets 2024: $18,961,830Liabilities 2024: $1,414,578Net Assets 2024: $17,547,2522024

Highlighted filing

2024

Assets$18,961,830
Liabilities$1,414,578
Net Assets$17,547,252
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $1,594,4862011Expenses 2012: $1,770,2222012Expenses 2013: $1,915,4252013Revenue 2014: $2,111,200Expenses 2014: $1,592,178Net Income 2014: $519,0222014Revenue 2015: $2,476,770Expenses 2015: $1,576,748Net Income 2015: $900,0222015Revenue 2016: $7,585,628Expenses 2016: $1,662,723Net Income 2016: $5,922,9052016Revenue 2017: $4,222,560Expenses 2017: $1,329,082Net Income 2017: $2,893,4782017Revenue 2018: $7,984,423Expenses 2018: $2,508,489Net Income 2018: $5,475,9342018Revenue 2020: $3,141,512Expenses 2020: $3,786,909Net Income 2020: -$645,3972020Revenue 2021: $1,817,676Expenses 2021: $2,236,721Net Income 2021: -$419,0452021Revenue 2022: $3,708,047Expenses 2022: $2,816,254Net Income 2022: $891,7932022Revenue 2023: $2,483,346Expenses 2023: $2,977,872Net Income 2023: -$494,5262023Revenue 2024: $2,939,030Expenses 2024: $3,387,053Net Income 2024: -$448,0232024

Highlighted filing

2024

Revenue$2,939,030
Expenses$3,387,053
Net Income-$448,023
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$18,961,830
Liabilities
$1,414,578
Net assets
$17,547,252
Revenue
$2,939,030
Expenses
$3,387,053
Net income
-$448,023
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.0$1.41$17.5$2.94$3.39$0.45
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.3$1.36$17.9$2.48$2.98$0.49
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.7$1.41$18.3$3.71$2.82$0.89
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.7$1.21$17.5$1.82$2.24$0.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.9$1.13$17.8$3.14$3.79$0.65
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.8$1.50$18.3$7.98$2.51$5.48
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$2.71$12.7$4.22$1.33$2.89
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.83$9.96$7.59$1.66$5.92
2015Detailed filing. Detailed filing data is available for this year.$4.39$0.35$4.03$2.48$1.58$0.90
2014Detailed filing. Detailed filing data is available for this year.$3.54$0.40$3.13$2.11$1.59$0.52
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$0.37$2.61$1.92
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.34$1.25$1.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.36$0.63$1.59
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$2,939,030
Mission and Program Overview

Mission

The mission of Symphony Orchestra Augusta is to share the joy of great musical performance with our audience. Together, we are music.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$14,940,750$14,500,826▼ $439,924
Cash and Non-Interest-Bearing Accounts$2,691,563$2,831,937▲ $140,374
Investments in Publicly Traded Securities$902,802$956,457▲ $53,655
Land, Buildings, and Equipment, Net$446,038$387,667▼ $58,371
Prepaid Expenses and Deferred Charges$77,925$101,899▲ $23,974
Accounts Receivable$5,550$28,350▲ $22,800
Inventories for Sale or Use$13,755$18,848▲ $5,093
Total Assets$19,260,892$18,961,830▼ $299,062
Other Assets Total$182,509$135,846▼ $46,663
Liabilities
Deferred Revenue$1,026,251$1,052,939▲ $26,688
Accounts Payable and Accrued Expenses$173,555$233,905▲ $60,350
Other Liabilities$163,863$127,734▼ $36,129
Total Liabilities$1,363,669$1,414,578▲ $50,909
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$17,087,494$16,856,272▼ $231,222
Net Assets With Donor Restrictions$809,729$690,980▼ $118,749
Total Net Assets Fund Balance$17,897,223$17,547,252▼ $349,971
Total Liabilities and Net Assets / Fund Balance$19,260,892$18,961,830▼ $299,062

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$173,716$236,290$410,006
Leasehold Improvements$213,951$15,292$229,243
Investment Program Related Org$14,500,826--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$902,802$8,552▲ $98,052$52,950$956,456
2022$913,615$14,284▲ $70,625$88,850$902,802
2021$1,020,845$3,517▼ $103,035$7,712$913,615
2020$829,957$12,376▲ $227,266$48,754$1,020,845
2019$878,310-▼ $10,094$38,259$829,957
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
David WattsMiller Ex. DFT$125,962$125,962
Paige TomFinance DireFT$109,261$109,261
Dirk MeyerMusic DirectFT$91,401$91,401
Becky DeardenExecutive DiFT$47,548$47,548

Board Members and Trustees

NameTitle
Beth MorrisonPresident
Agnes MirshakDirector
Amy OettingDirector
Andy AlbrightDirector
Ben CasellaDirector
Brad KingDirector
Brian J MarksDirector
Caroline YortDirector
Charles WolfDirector
Chum BalkDirector
David LappDirector
Dr David BogoradDirector
Evelyn BoboDirector
Fletcher DickertDirector
Gene McmanusDirector
James WhiteheadDirector
Jeffrey BroderDirector
Jessi NetzlerDirector
Jim JamesDirector
Joe EnrekinDirector
John SouthernDirector
Jorge CortesDirector
Joseph H HuffDirector
Justin ResleyDirector
Lauren WhiteDirector
Levi W Hill IvDirector
Lily HensonDirector
Mary Ashton MillsDirector
Miriam AtkinsDirector
Ora ParishDirector
Phillip CaldwellDirector
Rick ChandlerDirector
Robert ClarkDirector
Rosalyn FloydDirector
Shannon SombarDirector
Sue AlexandersonDirector
Suzanne VestDirector
W Lawrence FletcherDirector
Wilson AllgoodDirector
Zach KelehearDirector
Vicki BedderFirst Vice P
Mark BurgreenLegal Counse
Frank AndrewSecretary
Richard PeacockTreasurer
Bob AgansVP Developme
Wayne LordVP of Artist
Revenue and Support

Revenue Composition

Contributions and Grants
$1,049,647
Program Service Revenue
$1,779,633
Investment Income
$109,750
Other Revenue
$0
All Other Contributions
$1,020,552
Change in Net Assets
$-448,023

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,939,030
Revenue Not Reported on Form 990
$98,052
Total Revenue per Audited Statements
$3,037,082
Total Revenue per Form 990
$2,939,030
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,313,616
Salaries, Compensation, and Employee Benefits$1,073,437
Total Fundraising Expense$99,999
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$28,494$698,727-$727,221
Other Salaries and Wages$293,902$192,459-$486,361
Current Officers, Directors, Trustees, and Key Employees$280,630$93,542-$374,172
All Other Expenses$29,252$208,838-$238,090
Other Expenses$157,533$145,822-$145,822
Travel$130,764$5,998-$136,762
Other Employee Benefits-$119,040-$119,040
Advertising--$99,999$99,999
Payroll Taxes$44,741$49,123-$93,864
Insurance$11,108$75,017-$86,125
Depreciation Depletion-$67,441-$67,441
Fees for Services Other-$33,124-$33,124
Fees for Services Accounting-$20,539-$20,539
Office Expenses-$5,112-$5,112
Total Functional Expenses$1,572,272$1,714,782$99,999$3,387,053

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,387,053
Total Expenses per Audited Statements$3,387,053
Total Expenses per Form 990$3,387,053
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Lease Liability$127,734
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Board members are provided a copy of the 990 via email and comments or questions are considered before filing.”

Form 990, Page 6, Part VI, Line 12C

“The symphony requires the members be aware of conflicts of interest and these potential conflicts are monitored by the board.”

Form 990, Page 6, Part VI, Line 19

“Documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Augusta Symphony Inc
EIN
58-1806334
Phone
7068264719
Address
PO BOX 579, AUGUSTA, GA 30903

Signing Officer

Name
Paige Tom
Title
Finance Director
Phone
7068264705
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beth Morrison
Formed
1989
Legal Domicile
Ga
Voting Board Members
46
Independent Board Members
46
Employees
257
Volunteers
50

Preparer

Firm
The Cleveland Group
Address
3740 EXECUTIVE CENTER DR STE 200, MARTINEZ, GA 30907-2360
Preparer
Malinda Johnston
Phone
7062882800
Supplemental Narrative

Additional Explanations

Form 990

“The combined return of augusta symphony, inc. Includes the miller theater, a disregarded entity, for purposes of filing the form 990 informational return.”

Raw XML AppendixShowing 400 of 781 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/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE MISSION OF SYMPHONY ORCHESTRA AUGUSTA IS TO SHARE THE JOY OF GREAT MUSICAL PERFORMANCE WITH OUR AUDIENCE. TOGETHER, WE ARE MUSIC.
IRS990/AdvertisingGrp/FundraisingAmt099999
IRS990/AdvertisingGrp/TotalAmt099999
IRS990/AllOtherContributionsAmt01020552
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IRS990/BooksInCareOfDetail/USAddress/CityNm0AUGUSTA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd030903
IRS990/BusinessRlnWith35CtrlEntInd0false
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IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02939030
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt01026251
IRS990/DeferredRevenueGrp/EOYAmt01052939
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt067441
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IRS990/Desc0PROVIDED SYMPHONY CONCERTS AND PROMOTED MUSIC AWARENESS AND EDUCATION IN THE AUGUSTA AND AIKEN COMMUNITIES THROUGHOUT THE YEAR.
IRS990/DescribedInSection501c3Ind0true
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IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0690980
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IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0257
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01572272
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IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd31X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd32X
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IRS990/Form990PartVIISectionAGrp/PersonNm3BECKY DEARDEN
IRS990/Form990PartVIISectionAGrp/PersonNm4ANDY ALBRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm5SUE ALEXANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm6WILSON ALLGOOD
IRS990/Form990PartVIISectionAGrp/PersonNm7MIRIAM ATKINS
IRS990/Form990PartVIISectionAGrp/PersonNm8CHUM BALK
IRS990/Form990PartVIISectionAGrp/PersonNm9EVELYN BOBO
IRS990/Form990PartVIISectionAGrp/PersonNm10DR DAVID BOGORAD
IRS990/Form990PartVIISectionAGrp/PersonNm11JEFFREY BRODER
IRS990/Form990PartVIISectionAGrp/PersonNm12MARK BURGREEN
IRS990/Form990PartVIISectionAGrp/PersonNm13PHILLIP CALDWELL
IRS990/Form990PartVIISectionAGrp/PersonNm14BEN CASELLA
IRS990/Form990PartVIISectionAGrp/PersonNm15RICK CHANDLER
IRS990/Form990PartVIISectionAGrp/PersonNm16ROBERT CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm17JORGE CORTES
IRS990/Form990PartVIISectionAGrp/PersonNm18FLETCHER DICKERT
IRS990/Form990PartVIISectionAGrp/PersonNm19JOE ENREKIN
IRS990/Form990PartVIISectionAGrp/PersonNm20W LAWRENCE FLETCHER
IRS990/Form990PartVIISectionAGrp/PersonNm21ROSALYN FLOYD
IRS990/Form990PartVIISectionAGrp/PersonNm22LILY HENSON
IRS990/Form990PartVIISectionAGrp/PersonNm23JOSEPH H HUFF
IRS990/Form990PartVIISectionAGrp/PersonNm24LEVI W HILL IV
IRS990/Form990PartVIISectionAGrp/PersonNm25JIM JAMES
IRS990/Form990PartVIISectionAGrp/PersonNm26ZACH KELEHEAR
IRS990/Form990PartVIISectionAGrp/PersonNm27BRAD KING
IRS990/Form990PartVIISectionAGrp/PersonNm28DAVID LAPP
IRS990/Form990PartVIISectionAGrp/PersonNm29BRIAN J MARKS
IRS990/Form990PartVIISectionAGrp/PersonNm30GENE MCMANUS
IRS990/Form990PartVIISectionAGrp/PersonNm31MARY ASHTON MILLS
IRS990/Form990PartVIISectionAGrp/PersonNm32AGNES MIRSHAK
IRS990/Form990PartVIISectionAGrp/PersonNm33JESSI NETZLER
IRS990/Form990PartVIISectionAGrp/PersonNm34AMY OETTING
IRS990/Form990PartVIISectionAGrp/PersonNm35ORA PARISH
IRS990/Form990PartVIISectionAGrp/PersonNm36JUSTIN RESLEY
IRS990/Form990PartVIISectionAGrp/PersonNm37SHANNON SOMBAR
IRS990/Form990PartVIISectionAGrp/PersonNm38JOHN SOUTHERN
IRS990/Form990PartVIISectionAGrp/PersonNm39SUZANNE VEST
IRS990/Form990PartVIISectionAGrp/PersonNm40LAUREN WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm41JAMES WHITEHEAD
IRS990/Form990PartVIISectionAGrp/PersonNm42CHARLES WOLF
IRS990/Form990PartVIISectionAGrp/PersonNm43CAROLINE YORT
IRS990/Form990PartVIISectionAGrp/PersonNm44BOB AGANS
IRS990/Form990PartVIISectionAGrp/PersonNm45FRANK ANDREW
IRS990/Form990PartVIISectionAGrp/PersonNm46VICKI BEDDER
IRS990/Form990PartVIISectionAGrp/PersonNm47WAYNE LORD
IRS990/Form990PartVIISectionAGrp/PersonNm48BETH MORRISON
IRS990/Form990PartVIISectionAGrp/PersonNm49RICHARD PEACOCK
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IRS990/Form990PartVIISectionAGrp/TitleTxt0MILLER EX. D
IRS990/Form990PartVIISectionAGrp/TitleTxt1FINANCE DIRE
IRS990/Form990PartVIISectionAGrp/TitleTxt2MUSIC DIRECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR

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