Civic Intelligence

Jackson Symphony Association

EIN 62-0759052 • 501(c)3 • Jackson, TN

Profile

The jackson symphony enriches and inspires audiences through the power of live orchestral music.

112 N Liberty StJackson, TN 38301-6217

www.thejacksonsymphony.org

Siviq Scores

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

Liabilities / Assets

81st percentile

0.45x

Higher debt load relative to assets than 81% of similar nonprofits.

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

Liabilities / Revenue

80th percentile

0.47x

Higher debt load relative to revenue than 80% of similar nonprofits.

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

Net Margin

48th percentile

3.4%

Higher net margin than 48% of similar nonprofits.

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

Top Officer Pay

72nd percentile

$112,600

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

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

Asset Growth

94th percentile

84%

Faster asset growth than 94% of similar nonprofits.

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

Revenue Growth

76th percentile

32%

Faster revenue growth than 76% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$1,726,457

Up $785,868 (+84%) from 2024

Liabilities

Up

$783,731

Up $705,628 (+903%) from 2024

Net Assets

Up

$942,726

Up $80,240 (+9.3%) from 2024

Operations
Liabilities / Revenue80th percentileNet Margin48th percentile

Revenue

Up

$1,684,489

Up $408,302 (+32%) from 2024

Expenses

Up

$1,626,933

Up $365,668 (+29%) from 2024

Net Income

Up

$57,556

Up $42,634 (+286%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth94th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2011: $91,810Liabilities 2011: $194,361Net Assets 2011: -$102,5512011Assets 2012: $94,722Liabilities 2012: $198,037Net Assets 2012: -$103,3152012Assets 2013: $60,682Liabilities 2013: $244,362Net Assets 2013: -$183,6802013Assets 2014: $117,104Liabilities 2014: $226,746Net Assets 2014: -$109,6422014Assets 2015: $81,931Liabilities 2015: $108,817Net Assets 2015: -$26,8862015Assets 2016: $119,308Liabilities 2016: $184,414Net Assets 2016: -$65,1062016Assets 2017: $112,811Liabilities 2017: $145,126Net Assets 2017: -$32,3152017Assets 2018: $65,728Liabilities 2018: $50,186Net Assets 2018: $15,5422018Assets 2019: $148,426Liabilities 2019: $108,851Net Assets 2019: $39,5752019Assets 2020: $256,314Liabilities 2020: $130,070Net Assets 2020: $126,2442020Assets 2021: $529,948Liabilities 2021: $199,251Net Assets 2021: $330,6972021Assets 2022: $488,412Liabilities 2022: $50,565Net Assets 2022: $437,8472022Assets 2023: $875,467Liabilities 2023: $70,406Net Assets 2023: $805,0612023Assets 2024: $940,589Liabilities 2024: $78,103Net Assets 2024: $862,4862024Assets 2025: $1,726,457Liabilities 2025: $783,731Net Assets 2025: $942,7262025

Highlighted filing

2025

Assets$1,726,457
Liabilities$783,731
Net Assets$942,726
Open 2025 Filing

Operations Trend

Revenue Growth76th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $845,301Expenses 2011: $871,480Net Income 2011: -$26,1792011Expenses 2012: $958,4852012Expenses 2013: $873,3702013Revenue 2014: $816,593Expenses 2014: $742,555Net Income 2014: $74,0382014Revenue 2015: $993,267Expenses 2015: $910,511Net Income 2015: $82,7562015Revenue 2016: $841,220Expenses 2016: $879,440Net Income 2016: -$38,2202016Revenue 2017: $867,471Expenses 2017: $834,680Net Income 2017: $32,7912017Revenue 2018: $897,896Expenses 2018: $850,039Net Income 2018: $47,8572018Revenue 2019: $857,549Expenses 2019: $833,516Net Income 2019: $24,0332019Revenue 2020: $883,592Expenses 2020: $796,923Net Income 2020: $86,6692020Revenue 2021: $996,193Expenses 2021: $791,740Net Income 2021: $204,4532021Revenue 2022: $1,149,232Expenses 2022: $1,103,741Net Income 2022: $45,4912022Revenue 2023: $1,503,425Expenses 2023: $1,177,331Net Income 2023: $326,0942023Revenue 2024: $1,276,187Expenses 2024: $1,261,265Net Income 2024: $14,9222024Revenue 2025: $1,684,489Expenses 2025: $1,626,933Net Income 2025: $57,5562025

Highlighted filing

2025

Revenue$1,684,489
Expenses$1,626,933
Net Income$57,556
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
$1,726,457
Liabilities
$783,731
Net assets
$942,726
Revenue
$1,684,489
Expenses
$1,626,933
Net income
$57,556
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.78$0.94$1.68$1.63$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.08$0.86$1.28$1.26$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.07$0.81$1.50$1.18$0.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.05$0.44$1.15$1.10$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.20$0.33$1.00$0.79$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.13$0.13$0.88$0.80$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.11$0.04$0.86$0.83$0.02
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.05$0.02$0.90$0.85$0.05
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.15$0.03$0.87$0.83$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.18$0.07$0.84$0.88$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.11$0.03$0.99$0.91$0.08
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.23$0.11$0.82$0.74$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.24$0.18$0.87
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.20$0.10$0.96
2011Summary only. Only limited summary data is available for this year.$0.09$0.19$0.10$0.85$0.87$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 8, 2025
Return Version
2024v5.2
Gross Receipts
$1,719,760
Mission and Program Overview

Mission

The jackson symphony enriches and inspires audiences through the power of live orchestral music.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$436,033$533,901▲ $97,868
Cash and Non-Interest-Bearing Accounts$216,295$338,054▲ $121,759
Savings and Temporary Cash Investments$257,336$225,153▼ $32,183
Land, Buildings, and Equipment, Net$23,426$17,178▼ $6,248
Prepaid Expenses and Deferred Charges$7,499$8,401▲ $902
Total Assets$940,589$1,726,457▲ $785,868
Other Assets Total$0$603,770▲ $603,770
Liabilities
Other Liabilities$0$603,770▲ $603,770
Deferred Revenue$57,765$146,296▲ $88,531
Accounts Payable and Accrued Expenses$20,338$33,665▲ $13,327
Total Liabilities$78,103$783,731▲ $705,628
Net Assets / Fund Balance
Net Assets With Donor Restrictions$496,673$597,425▲ $100,752
Net Assets Without Donor Restrictions$365,813$345,301▼ $20,512
Total Net Assets Fund Balance$862,486$942,726▲ $80,240
Total Liabilities and Net Assets / Fund Balance$940,589$1,726,457▲ $785,868

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,178$69,294$86,472
Buildings$0$61,509$61,509
Other Assets Org$603,770--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$496,673$263,800▲ $65,516$228,564$597,425
2023$430,941$76,800▲ $55,732$66,800$496,673
2022$0$381,786▲ $49,155-$430,941
2021$35,455$130,231-$165,686-
2020$12,812$179,055-$156,412$35,455
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sherry FreemanExecutive DirectorFT$112,600$112,600

Board Members and Trustees

NameTitle
Mike FarrisFinance Chair
Bill KippGovernance Chair
Kay WilkesPatron Chair
Greg AlexanderPresident
Roger SmithPresident Elect
Anita HamiltonDirector
Bill WhiteDirector
Bryan SparksDirector
Carolyn CunninghamDirector
Cecilia HammondDirector
Celia JordanDirector
Darlette SamuelsDirector
Greg StuartDirector
Joanna PriesterDirector
Kathy WattsDirector
Keith TaylorDirector
Laura NordDirector
Lee EddlemanDirector
Mary Jane McWherterDirector
Molly RheneyDirector
Mona CampbellDirector
Nancy ChoateDirector
Nancy McMahonDirector
RE ButtsDirector
Sandra DeeDirector
Stan HarrisDirector
Ted AustinDirector
Val ExumDirector
William HutchinsonDirector
Brenda WhalleyHonorary Director
Charles BaldwinHonorary Director
Kathryn SwindleHonorary Director
Tyler SwindleHonorary Director
Jessica SalonusSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$970,445
Program Service Revenue
$653,079
Investment Income
$41,721
Other Revenue
$19,244
All Other Contributions
$718,245
Change in Net Assets
$57,556

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,684,489
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$107,615
Total Revenue per Audited Statements
$1,792,104
Total Revenue per Form 990
$1,684,489
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$995,311
Salaries, Compensation, and Employee Benefits$626,223
Total Fundraising Expense$134,971
Grants and Similar Amounts Paid$5,399
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$321,037$32,501$97,501$451,039
Fees for Services Other$358,354$6,770-$365,124
Current Officers, Directors, Trustees, and Key Employees$81,249$8,225$24,676$114,150
Occupancy$86,552$16,408-$102,960
All Other Expenses$35,200$61,839-$97,039
Travel$52,824$6,503-$59,327
Payroll Taxes$39,145$3,460$10,379$52,984
Advertising$52,485--$52,485
Fees for Services Accounting-$30,280-$30,280
Office Expenses$17,308$10,504-$27,812
Insurance-$24,752-$24,752
Other Expenses$14,516$90-$14,516
Interest-$12,308-$12,308
Other Employee Benefits$4,830$805$2,415$8,050
Depreciation Depletion-$6,488-$6,488
Grants to Domestic Individuals$5,399--$5,399
Conferences and Meetings-$4,663-$4,663
Total Functional Expenses$1,266,366$225,596$134,971$1,626,933

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,711,864
Expenses per Audited Statements$1,626,933
Total Expenses per Form 990$1,626,933
Expenses Not Reported on Form 990$84,931
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$53,404
Fundraising Direct Expenses$34,160
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ballads & Boots$108,904$53,404$2,723$50,681
Total Events$108,904$53,404$34,160$19,244
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$603,770
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 7B

“Financial and Budgetary matters, management policies, and appointment and supervision of Executive Director are all decisions subject to apporval of members.”

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

“Auditor prepares it, the Board reviews and approves it, and then it is filed.”

Form 990, Part VI, Section B, line 15A

“The compensation for the director is decided by the board of directors;they vote and approve each year's compensation amount.”

Form 990, Part VI, Section C, line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Jackson Symphony Association
EIN
62-0759052
Phone
7314276440
Address
112 N Liberty St, Jackson, TN 38301-6217

Signing Officer

Name
Sherry Freeman
Title
Executive Director
Phone
7314276440
Signed
2025-12-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sherry Freeman
Formed
1961
Legal Domicile
Tn
Voting Board Members
30
Independent Board Members
34
Employees
17
Volunteers
150

Preparer

Firm
ATA Advisory LLC
Address
227 Oil Well Road, Jackson, TN 38305
Preparer
John Whybrew
Phone
7314278571
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Guest Artists: Program service expenses 50,714. Management and general expenses 0. Fundraising expenses 0. Total expenses 50,714. Directors & Instructors: Program service expenses 84,799. Management and general expenses 0. Fundraising expenses 0. Total expenses 84,799. Assistance & Accompanists: Program service expenses 7,640. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,640. Contract Professional Fees: Program service expenses 215,201. Management and general expenses 6,770. Fundraising expenses 0. Total expenses 221,971.”

Form 990, Part XII, Line 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

Part XI, Line 2D - Other Adjustments:

“Fundraising Expenses 34,160. Equipment Sale 1,111.”

Part XII, Line 2D - Other Adjustments:

“Fundraising Expenses 34,160. Equipment Sale 1,111.”

Raw XML AppendixShowing 400 of 701 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/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt310
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt330
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt340
IRS990/Form990PartVIISectionAGrp/PersonNm0Stan Harris
IRS990/Form990PartVIISectionAGrp/PersonNm1Nancy McMahon
IRS990/Form990PartVIISectionAGrp/PersonNm2Greg Alexander
IRS990/Form990PartVIISectionAGrp/PersonNm3Nancy Choate
IRS990/Form990PartVIISectionAGrp/PersonNm4Carolyn Cunningham
IRS990/Form990PartVIISectionAGrp/PersonNm5Sandra Dee
IRS990/Form990PartVIISectionAGrp/PersonNm6Mike Farris
IRS990/Form990PartVIISectionAGrp/PersonNm7Anita Hamilton
IRS990/Form990PartVIISectionAGrp/PersonNm8Cecilia Hammond
IRS990/Form990PartVIISectionAGrp/PersonNm9William Hutchinson
IRS990/Form990PartVIISectionAGrp/PersonNm10Lee Eddleman
IRS990/Form990PartVIISectionAGrp/PersonNm11Celia Jordan
IRS990/Form990PartVIISectionAGrp/PersonNm12Bill Kipp
IRS990/Form990PartVIISectionAGrp/PersonNm13Jessica Salonus
IRS990/Form990PartVIISectionAGrp/PersonNm14Mary Jane McWherter
IRS990/Form990PartVIISectionAGrp/PersonNm15Roger Smith
IRS990/Form990PartVIISectionAGrp/PersonNm16Darlette Samuels
IRS990/Form990PartVIISectionAGrp/PersonNm17Greg Stuart
IRS990/Form990PartVIISectionAGrp/PersonNm18Keith Taylor
IRS990/Form990PartVIISectionAGrp/PersonNm19Ted Austin
IRS990/Form990PartVIISectionAGrp/PersonNm20Laura Nord
IRS990/Form990PartVIISectionAGrp/PersonNm21Joanna Priester
IRS990/Form990PartVIISectionAGrp/PersonNm22Molly Rheney
IRS990/Form990PartVIISectionAGrp/PersonNm23Kay Wilkes
IRS990/Form990PartVIISectionAGrp/PersonNm24RE Butts
IRS990/Form990PartVIISectionAGrp/PersonNm25Charles Baldwin
IRS990/Form990PartVIISectionAGrp/PersonNm26Kathryn Swindle
IRS990/Form990PartVIISectionAGrp/PersonNm27Tyler Swindle
IRS990/Form990PartVIISectionAGrp/PersonNm28Brenda Whalley
IRS990/Form990PartVIISectionAGrp/PersonNm29Mona Campbell
IRS990/Form990PartVIISectionAGrp/PersonNm30Val Exum
IRS990/Form990PartVIISectionAGrp/PersonNm31Bryan Sparks
IRS990/Form990PartVIISectionAGrp/PersonNm32Kathy Watts
IRS990/Form990PartVIISectionAGrp/PersonNm33Bill White
IRS990/Form990PartVIISectionAGrp/PersonNm34Sherry Freeman
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IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Finance Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Governance Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt13Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15President Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23Patron Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt24Director
IRS990/Form990PartVIISectionAGrp/TitleTxt25Honorary Director
IRS990/Form990PartVIISectionAGrp/TitleTxt26Honorary Director
IRS990/Form990PartVIISectionAGrp/TitleTxt27Honorary Director
IRS990/Form990PartVIISectionAGrp/TitleTxt28Honorary Director
IRS990/Form990PartVIISectionAGrp/TitleTxt29Director
IRS990/Form990PartVIISectionAGrp/TitleTxt30Director
IRS990/Form990PartVIISectionAGrp/TitleTxt31Director
IRS990/Form990PartVIISectionAGrp/TitleTxt32Director
IRS990/Form990PartVIISectionAGrp/TitleTxt33Director
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IRS990/MissionDesc0The Jackson Symphony enriches and inspires audiences through the power of live orchestral music.
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