Civic Intelligence

Greater Pensacola Symphony Orchestra Inc

EIN 59-6152187 • 501(c)3 • Pensacola, FL

Profile

The mission of the pensacola symphony orchestra is to promote the well being of the greater pensacola community through excellence in live symphonic music and lifelong learning through engaging musical activities.

PO Box 1752Pensacola, FL 32591-1752

www.pensacolasymphony.com

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.07x

Higher debt load relative to assets than 42% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

53rd percentile

0.18x

Higher debt load relative to revenue than 53% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

84th percentile

36%

Higher net margin than 84% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

82nd percentile

22%

Faster asset growth than 82% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

75th percentile

28%

Faster revenue growth than 75% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$4,536,591

Up $637,789 (+16%) from 2023

Liabilities

Down

$367,005

Down $1,286 (-0.3%) from 2023

Net Assets

Up

$4,169,586

Up $639,075 (+18%) from 2023

Operations
Liabilities / Revenue53rd percentileNet Margin84th percentile

Revenue

Up

$1,841,818

Up $133,716 (+7.8%) from 2023

Expenses

Up

$1,568,644

Up $63,339 (+4.2%) from 2023

Net Income

Up

$273,174

Up $70,377 (+35%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,847,875Liabilities 2011: $247,985Net Assets 2011: $1,599,8902011Assets 2012: $1,927,517Liabilities 2012: $306,406Net Assets 2012: $1,621,1112012Assets 2013: $2,256,186Liabilities 2013: $345,158Net Assets 2013: $1,911,0282013Assets 2014: $2,401,043Liabilities 2014: $305,563Net Assets 2014: $2,095,4802014Assets 2015: $2,489,729Liabilities 2015: $332,234Net Assets 2015: $2,157,4952015Assets 2016: $2,503,989Liabilities 2016: $342,091Net Assets 2016: $2,161,8982016Assets 2017: $2,567,388Liabilities 2017: $324,616Net Assets 2017: $2,242,7722017Assets 2018: $2,655,401Liabilities 2018: $340,314Net Assets 2018: $2,315,0872018Assets 2019: $2,646,787Liabilities 2019: $360,700Net Assets 2019: $2,286,0872019Assets 2020: $3,132,642Liabilities 2020: $533,404Net Assets 2020: $2,599,2382020Assets 2021: $3,752,388Liabilities 2021: $671,806Net Assets 2021: $3,080,5822021Assets 2022: $3,823,325Liabilities 2022: $464,502Net Assets 2022: $3,358,8232022Assets 2023: $3,898,802Liabilities 2023: $368,291Net Assets 2023: $3,530,5112023Assets 2024: $4,536,591Liabilities 2024: $367,005Net Assets 2024: $4,169,5862024

Highlighted filing

2024

Assets$4,536,591
Liabilities$367,005
Net Assets$4,169,586
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $946,1162011Expenses 2012: $977,7752012Revenue 2013: $1,226,399Expenses 2013: $1,035,223Net Income 2013: $191,1762013Revenue 2014: $1,300,750Expenses 2014: $1,102,272Net Income 2014: $198,4782014Revenue 2015: $1,301,550Expenses 2015: $1,205,655Net Income 2015: $95,8952015Revenue 2016: $1,400,218Expenses 2016: $1,318,667Net Income 2016: $81,5512016Revenue 2017: $1,266,471Expenses 2017: $1,273,477Net Income 2017: -$7,0062017Revenue 2018: $1,330,285Expenses 2018: $1,270,319Net Income 2018: $59,9662018Revenue 2019: $1,284,745Expenses 2019: $1,269,715Net Income 2019: $15,0302019Revenue 2020: $1,412,431Expenses 2020: $1,173,263Net Income 2020: $239,1682020Revenue 2021: $1,012,928Expenses 2021: $793,667Net Income 2021: $219,2612021Revenue 2022: $1,955,534Expenses 2022: $1,260,750Net Income 2022: $694,7842022Revenue 2023: $1,708,102Expenses 2023: $1,505,305Net Income 2023: $202,7972023Revenue 2024: $1,841,818Expenses 2024: $1,568,644Net Income 2024: $273,1742024

Highlighted filing

2024

Revenue$1,841,818
Expenses$1,568,644
Net Income$273,174
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$4,536,591
Liabilities
$367,005
Net assets
$4,169,586
Revenue
$1,841,818
Expenses
$1,568,644
Net income
$273,174
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.54$0.37$4.17$1.84$1.57$0.27
2023Detailed filing. Detailed filing data is available for this year.$3.90$0.37$3.53$1.71$1.51$0.20
2022Detailed filing. Detailed filing data is available for this year.$3.82$0.46$3.36$1.96$1.26$0.69
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.75$0.67$3.08$1.01$0.79$0.22
2020Detailed filing. Detailed filing data is available for this year.$3.13$0.53$2.60$1.41$1.17$0.24
2019Detailed filing. Detailed filing data is available for this year.$2.65$0.36$2.29$1.28$1.27$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.66$0.34$2.32$1.33$1.27$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.57$0.32$2.24$1.27$1.27$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.50$0.34$2.16$1.40$1.32$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.49$0.33$2.16$1.30$1.21$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.40$0.31$2.10$1.30$1.10$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.26$0.35$1.91$1.23$1.04$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.31$1.62$0.98
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$0.25$1.60$0.95
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Apr 15, 2025
Return Version
2023v6.0
Gross Receipts
$1,841,818
Mission and Program Overview

Mission

The mission of the pensacola symphony orchestra is to promote the well being of the greater pensacola community through excellence in live symphonic music and lifelong learning through engaging musical activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,488,767$4,019,492▲ $530,725
Pledges and Grants Receivable$176,157$289,850▲ $113,693
Cash and Non-Interest-Bearing Accounts$73,974$110,302▲ $36,328
Accounts Receivable$60,816$21,496▼ $39,320
Land, Buildings, and Equipment, Net$8,884$6,608▼ $2,276
Prepaid Expenses and Deferred Charges$6,177$2,778▼ $3,399
Total Assets$3,898,802$4,536,591▲ $637,789
Other Assets Total$84,027$86,065▲ $2,038
Liabilities
Deferred Revenue$359,616$339,856▼ $19,760
Accounts Payable and Accrued Expenses$8,675$27,149▲ $18,474
Total Liabilities$368,291$367,005▼ $1,286
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,890,468$2,228,607▲ $338,139
Net Assets With Donor Restrictions$1,640,043$1,940,979▲ $300,936
Total Net Assets Fund Balance$3,530,511$4,169,586▲ $639,075
Total Liabilities and Net Assets / Fund Balance$3,898,802$4,536,591▲ $637,789

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,608$105,821$112,429

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,193,874$171,617--$1,365,491
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Jack ZoeschPresident
Allen PoteDirector
Barbara O BruckmannDirector
Betty B RobertsDirector
Charles BeallDirector
Charletha PowellDirector
Cheryl KnowlesDirector
David RichbourgDirector
Denton TurnerDirector
Derrick FishbackDirector
Dr Terry BryanDirector
Edwin ParkDirector
Ellen VinsonDirector
Jack KnottDirector
Jeff RogersDirector
Jennifer SpiesDirector
Jock MobleyDirector
Kc GartmanDirector
Kimberly Speer SullivanDirector
Lee EllisDirector
Marte PickerDirector
Melissa TurnerDirector
Nan DestafneyDirector
Nancy FettermanDirector
Newell HutchinsonDirector
Peter MougeyDirector
Rachael JohnsonDirector
Robert TurnerDirector
Tad IhnsDirector
Thomas BaileyDirector
Venesulia CarrDirector
Victoria MulletDirector
Vinay PallekondaDirector
William McdonaldDirector
Bradley DavisAdvisory COU
Sue FlandersGuild Presid
Sonya DavisSecretary
JOHN O'CONNORTreasurer
Diane AppleyardVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,139,787
Program Service Revenue
$643,387
Investment Income
$47,155
Other Revenue
$11,489
All Other Contributions
$904,049
Change in Net Assets
$273,174
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$874,467
Other Expenses$694,177
Total Fundraising Expense$171,883
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$677,151$116,146$58,526$851,823
All Other Expenses$53,630$31,080$61,400$146,110
Travel$145,316--$145,316
Advertising$29,472-$22,938$52,410
Other Expenses$742$19,391$24,397$44,530
Fees for Services Accounting-$28,250-$28,250
Payroll Taxes$11,148$6,874$4,622$22,644
Insurance-$12,953-$12,953
Depreciation Depletion-$2,276-$2,276
Total Functional Expenses$1,086,550$310,211$171,883$1,568,644
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
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, Page 6, Part VI, Line 11B

“Finance committee reviews with executive director and accountant.recommends approval to board.”

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

“All significant business relations are brought before the board any potential transactions with related parties are disclosed and reviewed.”

Form 990, Page 6, Part VI, Line 15A

“Executive/finance committee sets and approves executive director and music director compensation. Executive director recommends all other compensation amounts to committee for approval.”

Form 990, Page 6, Part VI, Line 19

“All documents available to the public at the symphony office.”

Filing and Contact Details

Filer

Filer Name
Greater Pensacola Symphony
EIN
59-6152187
Phone
8504352533
Address
PO BOX 1752, PENSACOLA, FL 32591-1752

Signing Officer

Name
Bret Barrow
Title
Executive Director
Phone
8504352533
Signed
2025-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jack Zoesch
Formed
1956
Legal Domicile
Fl
Voting Board Members
39
Independent Board Members
39
Employees
9

Preparer

Firm
Dan Spata Pa
Address
4286 WOODBINE RD STE D1, PACE, FL 32571-8696
Preparer
Dan Spata
Phone
8509959909
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Unrealized gains 365,901 unrealized losses 0 total 365,901”

Raw XML AppendixShowing 400 of 578 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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IRS990/Desc0PERFORMED IN 138 EVENTS FOR 32,288 IN-PERSON ATTENDEES AND AN ADDITIONAL 2,996 VIRTUAL CONCERT VIEWS. THIS INCLUDES TWO FREE EDUCATION CONCERTS FOR FIFTH GRADE STUDENTS, TWO FREE OUTDOOR POPS CONCERTS, ONE FREE VETERAN'S DAY PERFORMANCE, 52 TEACHING AND PERFORMANCE SERVICES, 40 SMALL ENSEMBLE PERFORMANCES AT COMMUNITY PARTNER SITES, 23 DISCUSSION AND PRESENTATIONAL EVENTS, AND 16 LARGE-SCALE PAID ADMISSION ORCHESTRAL CONCERTS (OFFERING VIDEO STREAMING AND OPEN DRESS REHEARSALS FOR 6 OF THESE PERFORMANCES). ALSO PROVIDED ORCHESTRAL ACCOMPANIMENT FOR TWO LOCAL OPERA PRODUCTIONS.
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