Civic Intelligence

Jackson Symphony Association

990 • Fiscal year 2014 • EIN 62-0759052

Jul 01, 2013 to Jun 30, 2014 • Filed on Mar 27, 2015

207 East Lafayette Street38301

(731) 427-6440

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

98th percentile

1.94x

Higher debt load relative to assets than 98% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

77th percentile

0.28x

Higher debt load relative to revenue than 77% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

64th percentile

9.1%

Higher net margin than 64% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

68th percentile

$54,782

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

94th percentile

93%

Faster asset growth than 94% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

37th percentile

-1.1%

Faster revenue growth than 37% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2011 to 2014

Assets

Up

$117,104

Up $56,422 (+93%) from 2013

Net Assets

Up

-$109,642

Up $74,038 (+40%) from 2013

Liabilities

Down

$226,746

Down $17,616 (-7.2%) from 2013

Revenue

$816,593

No earlier filing loaded for comparison.

Expenses

Down

$742,555

Down $130,815 (-15%) from 2013

Net Income

$74,038

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2014

Assets$117,104
Liabilities$226,746
Net Assets-$109,642

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$816,593
Expenses$742,555
Net Income$74,038
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Mar 27, 2015
Return Version
2013v4.0
Gross Receipts
$843,984
Mission and Program Overview

Mission

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

To enrich the quality of life in west tennessee through performances that incorporate a variety of musical styles in a welcoming atmosphere and through a broad spectrum of educational programs for people of all ages.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$35,232$89,260▲ $54,028
Land, Buildings, and Equipment, Net$11,623$15,559▲ $3,936
Prepaid Expenses and Deferred Charges$9,147$7,941▼ $1,206
Accounts Receivable$4,680$4,344▼ $336
Total Assets$60,682$117,104▲ $56,422
Liabilities
Deferred Revenue$127,239$136,760▲ $9,521
Unsecured Notes Loans Payable$75,000$75,000→ $0
Other Liabilities$18,464$12,484▼ $5,980
Accounts Payable and Accrued Expenses$23,659$2,502▼ $21,157
Total Liabilities$244,362$226,746▼ $17,616
Net Assets / Fund Balance
Temporarily Rstr Net Assets-$2,000-
Unrestricted Net Assets$-183,680$-111,642▲ $72,038
Total Net Assets Fund Balance$-183,680$-109,642▲ $74,038
Total Liabilities and Net Assets / Fund Balance$60,682$117,104▲ $56,422

Asset Categories

AssetBook ValueDepreciationBasis
Buildings-$61,509$61,509
Equipment$15,559$22,013$37,572

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013-$98,696-$96,696$2,000
2012$5,000$149,713-$154,713-
2011$15,000$190,331-$200,331$5,000
2010$13,100$180,403-$178,503$15,000
2009$20,000$173,797-$180,697$13,100
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lee WarrenExecutive DiFT$54,782$54,782

Board Members and Trustees

NameTitle
Leonie HefleyPresident
Nancy McmahonPresident El
Amy DietrichBoard Member
Bill StevensonBoard Member
Bob VegorsBoard Member
Brenda WhalleyBoard Member
Bret ScottBoard Member
Carl KirklandBoard Member
Diane AbbottBoard Member
Don LewisBoard Member
Doug RothBoard Member
Elaine ChristianBoard Member
Frank McmeenBoard Member
Harbert AlexanderBoard Member
Jackie HazelhurstBoard Member
James KrenisBoard Member
Jan TeerBoard Member
Jason BatesBoard Member
Jimmy CraigBoard Member
Joanna PriesterBoard Member
John MaysBoard Member
John ScofieldBoard Member
Kent FreemanBoard Member
Larry SmithBoard Member
Lorie WhiteBoard Member
Louis CunninghamBoard Member
Maggie Joy FlynnBoard Member
Mary Lynn SparksBoard Member
Melba HomraBoard Member
Mollie BirdBoard Member
Nancy ObergBoard Member
Pam BowersBoard Member
Pat MannBoard Member
Peter MascoloBoard Member
Stan HarrisBoard Member
Tyler SwindleBoard Member
Verna RuffinBoard Member
Vicki RidenhourBoard Member
Vikki NeblettBoard Member
Anita HamiltonFinance Chai
Leigh Anne BentleyMarketing Ch
Jan BoudSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$506,713
Program Service Revenue
$305,720
Investment Income
$-96
Other Revenue
$4,256
All Other Contributions
$386,278
Change in Net Assets
$74,038

Audited Revenue Reconciliation

Revenue per Audited Statements
$816,593
Total Revenue per Audited Statements
$816,593
Total Revenue per Form 990
$816,593
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$396,297
Salaries, Compensation, and Employee Benefits$346,258
Total Fundraising Expense$15,623
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$155,376$110,990-$266,366
Fees for Services Other$82,612-$8,258$90,870
Advertising$65,959--$65,959
Current Officers, Directors, Trustees, and Key Employees-$54,782-$54,782
Office Expenses$23,785$21,211$329$45,325
Occupancy$13,938$17,332-$31,270
All Other Expenses$19,987$7,212-$27,199
Payroll Taxes$12,394$12,716-$25,110
Interest-$12,703-$12,703
Insurance-$10,551-$10,551
Depreciation Depletion-$10,460-$10,460
Other Expenses$26,764$9,837$7,036$7,036
Fees for Services Accounting-$5,610-$5,610
Conferences and Meetings-$5,190-$5,190
Royalties$3,622--$3,622
Total Functional Expenses$448,338$278,594$15,623$742,555

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$742,555
Total Expenses per Audited Statements$742,555
Total Expenses per Form 990$742,555
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$31,551
Fundraising Direct Expenses$27,295
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$58,691$26,341$1,549$24,792
Event 2$10,210$5,210-$5,210
Total Events$68,901$31,551$27,295$4,256
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Lease Obligation$12,484
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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, Page 6, Part VI, Line 7B

Financial and budgetary matters, management policies, and appointment and supervision of executive director are all decisions subject to approval of members.

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

Auditor prepares it, the board reviews and approves it, and then it is filed.

Form 990, Page 6, Part VI, 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, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

EIN
62-0759052
Phone
7314276440

Signing Officer

Name
Lee Warren
Title
Director
Phone
7314276440
Signed
2015-03-27

Organization Details

Principal Officer
Lee Warren
Formed
1961
Legal Domicile
Tn
Voting Board Members
42
Independent Board Members
42
Employees
143
Volunteers
170

Preparer

Preparer
Michael M Hewitt
Phone
7314278571
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Guest artists 53,722 0 0 contracted production 26,200 0 0 catering 0 0 8,258 security 2,690 0 0

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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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2014Detailed filing. Detailed filing data is available for this year.$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