Civic Intelligence

Bucks County Symphony Foundation Inc

EIN 61-1680107 • 501(c)3 • Doylestown, PA

Profile

Serve as a support organization for

Refreshing map…

60 East Court StreetDoylestown, PA 18901

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

14th percentile

-21%

Higher net margin than 14% of similar nonprofits.

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

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

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

Asset Growth

54th percentile

5.0%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

66th percentile

19%

Faster revenue growth than 66% of similar nonprofits.

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

Assets

Up

$2,169,160

Up $103,438 (+5.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$2,169,160

Up $103,438 (+5.0%) from 2024

Revenue

Up

$74,886

Up $12,116 (+19%) from 2024

Expenses

Down

$90,972

Down $24,580 (-21%) from 2024

Net Income

Up

-$16,086

Up $36,696 (+70%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2013: $1,341,523Liabilities 2013: $0Net Assets 2013: $1,341,5232013Assets 2014: $1,733,424Liabilities 2014: $0Net Assets 2014: $1,733,4242014Assets 2015: $1,718,937Liabilities 2015: $0Net Assets 2015: $1,718,9372015Assets 2016: $1,715,243Liabilities 2016: $0Net Assets 2016: $1,715,2432016Assets 2017: $1,772,666Liabilities 2017: $0Net Assets 2017: $1,772,6662017Assets 2018: $1,837,108Liabilities 2018: $0Net Assets 2018: $1,837,1082018Assets 2019: $1,898,743Liabilities 2019: $0Net Assets 2019: $1,898,7432019Assets 2020: $1,872,756Liabilities 2020: $0Net Assets 2020: $1,872,7562020Assets 2021: $2,249,583Liabilities 2021: $0Net Assets 2021: $2,249,5832021Assets 2022: $1,909,097Liabilities 2022: $0Net Assets 2022: $1,909,0972022Assets 2023: $1,991,169Liabilities 2023: $0Net Assets 2023: $1,991,1692023Assets 2024: $2,065,722Liabilities 2024: $0Net Assets 2024: $2,065,7222024Assets 2025: $2,169,160Liabilities 2025: $0Net Assets 2025: $2,169,1602025

Highlighted filing

2025

Assets$2,169,160
Liabilities$0
Net Assets$2,169,160

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $1,356,523Expenses 2013: $15,000Net Income 2013: $1,341,5232013Revenue 2014: $433,486Expenses 2014: $41,562Net Income 2014: $391,9242014Revenue 2015: $59,835Expenses 2015: $74,322Net Income 2015: -$14,4872015Revenue 2016: $69,709Expenses 2016: $73,403Net Income 2016: -$3,6942016Revenue 2017: $133,184Expenses 2017: $75,761Net Income 2017: $57,4232017Revenue 2018: $173,322Expenses 2018: $76,356Net Income 2018: $96,9662018Revenue 2019: $184,361Expenses 2019: $76,356Net Income 2019: $108,0052019Revenue 2020: $66,731Expenses 2020: $82,905Net Income 2020: -$16,1742020Revenue 2021: $65,276Expenses 2021: $74,717Net Income 2021: -$9,4412021Revenue 2022: $88,383Expenses 2022: $96,786Net Income 2022: -$8,4032022Revenue 2023: $58,262Expenses 2023: $94,708Net Income 2023: -$36,4462023Revenue 2024: $62,770Expenses 2024: $115,552Net Income 2024: -$52,7822024Revenue 2025: $74,886Expenses 2025: $90,972Net Income 2025: -$16,0862025

Highlighted filing

2025

Revenue$74,886
Expenses$90,972
Net Income-$16,086

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$0.00$2.17$0.07$0.09$0.02
2024Summary only. Only limited summary data is available for this year.$2.07$0.00$2.07$0.06$0.12$0.05
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.00$1.99$0.06$0.09$0.04
2022Summary only. Only limited summary data is available for this year.$1.91$0.00$1.91$0.09$0.10$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.00$2.25$0.07$0.07$0.01
2020Summary only. Only limited summary data is available for this year.$1.87$0.00$1.87$0.07$0.08$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.00$1.90$0.18$0.08$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.00$1.84$0.17$0.08$0.10
2017Summary only. Only limited summary data is available for this year.$1.77$0.00$1.77$0.13$0.08$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.07$0.07$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.06$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.43$0.04$0.39
2013Summary only. Only limited summary data is available for this year.$1.34$0.00$1.34$1.36$0.02$1.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 10, 2025
Return Version
2024v5.2
Gross Receipts
$74,886
Mission and Program Overview

Mission

Serve as a support organization for

Supporting organization for the exclusive benefit of the bucks county symphony society (bcss). The organization invests funds entrusted to it, expands the endowment, and distributes the earnings to bcss to further the purpose of the society's mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,065,722$2,169,160▲ $103,438
Total Assets$2,065,722$2,169,160▲ $103,438
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,065,722$2,169,160▲ $103,438
Total Net Assets Fund Balance$2,065,722$2,169,160▲ $103,438
Total Liabilities and Net Assets / Fund Balance$2,065,722$2,169,160▲ $103,438

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,065,722-▲ $194,410-$2,169,160
2023$1,991,169-▲ $190,105-$2,065,722
2022$1,909,096-▲ $176,780-$1,991,169
2021$2,249,583-▼ $243,700-$1,909,097
2020$1,872,756-▲ $451,544-$2,249,583
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael MillsPresident
Curtis CowgillDirector
Grace DeonDirector
Cheryl TobinSecretary
Elizabeth ClarkTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$74,886
Other Revenue
$0
Change in Net Assets
$-16,086
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$75,000
Other Expenses$15,972
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$75,000--$75,000
Fees for Service Investment Mgmnt Fees-$14,475-$14,475
Fees for Services Accounting-$850-$850
Insurance-$647-$647
Total Functional Expenses$75,000$15,972$0$90,972
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bucks County Symphony SocietyDoylestown, PA501(c)(3)Supporting Organization$75,000
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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A pdf draft of form 990 is distributed to each member of the finance committee for review and comment before filing.

Form 990, Part VI, Section B, Line 12C

Board members are required to complete a conflict of interest annual compliance statement and submit to the board secretary within 30 days of the fiscal year end.

Form 990, Part VI, Section C, Line 19

The governing documents disclosure explanation is available upon request.

Filing and Contact Details

Filer

Filer Name
Bucks County Symphony Foundation Inc
EIN
61-1680107
Phone
2153457000
Address
60 EAST COURT STREET, DOYLESTOWN, PA 18901

Signing Officer

Name
Elizabeth Clark
Title
Treasurer
Phone
2153457000
Signed
2025-09-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Mills
Formed
2012
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Dunlapslk Pc
Address
1300 HORIZON DRIVE SUITE 106, CHALFONT, PA 18914
Preparer
Julia L Davis
Phone
2675943755
Raw XML Appendix387 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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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt080000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0176780
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt016786
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02249583
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01909097
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt080000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-243700
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt014717
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01872756
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02249583
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt060000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0451544
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt075000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORTING ORGANIZATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BUCKS COUNTY SYMPHONY SOCIETY
IRS990ScheduleI/RecipientTable/RecipientEIN0231875243
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 500
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DOYLESTOWN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd018901
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DISBURSES INVESTMENT EARNINGS TO THE BUCKS COUNTY SYMPHONY SOCIETY, AS REPORTED IN THE RELATED INVESTMENT ACCOUNT STATEMENTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A PDF DRAFT OF FORM 990 IS DISTRIBUTED TO EACH MEMBER OF THE FINANCE COMMITTEE FOR REVIEW AND COMMENT BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST ANNUAL COMPLIANCE STATEMENT AND SUBMIT TO THE BOARD SECRETARY WITHIN 30 DAYS OF THE FISCAL YEAR END.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS DISCLOSURE EXPLANATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BUCKS COUNTY SYMPHONY SOCIETY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0231875243
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ORCHESTRA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 500
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DOYLESTOWN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd018901
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt075000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0BUCKS COUNTY SYMPHONY SOCIETY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02065722
IRS990/TotalAssetsEOYAmt02169160
IRS990/TotalAssetsGrp/BOYAmt02065722
IRS990/TotalAssetsGrp/EOYAmt02169160
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015972
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt075000
IRS990/TotalFunctionalExpensesGrp/TotalAmt090972
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02065722
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02169160
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt075000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt074886
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt074886
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02065722
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02169160
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt060 EAST COURT STREET
IRS990/USAddress/CityNm0DOYLESTOWN
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd018901
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02153457000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BUCKS COUNTY SYMPHONY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BUCK
ReturnHeader/Filer/EIN0611680107
ReturnHeader/Filer/PhoneNum02153457000
ReturnHeader/Filer/USAddress/AddressLine1Txt060 EAST COURT STREET
ReturnHeader/Filer/USAddress/CityNm0DOYLESTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018901
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0233018514
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUNLAPSLK PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01300 HORIZON DRIVE SUITE 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHALFONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018914
ReturnHeader/PreparerPersonGrp/PhoneNum02675943755
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIA L DAVIS
ReturnHeader/ReturnTs02025-09-15T08:21:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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