Civic Intelligence

Knoxville Symphony Society

EIN 62-6008097 • 501(c)3 • Knoxville, TN

Profile

To develop and sustain a symphony orchestra of the highest artistic standards and to reach east tennessee audiences of all ages by providing excellence in musical performance and education programs.

100 S Gay Street Suite 302Knoxville, TN 37902

www.knoxvillesymphony.com

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.56x

Higher debt load relative to assets than 82% of similar nonprofits.

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

Liabilities / Revenue

58th percentile

0.22x

Higher debt load relative to revenue than 58% of similar nonprofits.

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

Net Margin

38th percentile

0.1%

Higher net margin than 38% of similar nonprofits.

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

Top Officer Pay

60th percentile

$153,500

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

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

Asset Growth

66th percentile

9.7%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

51st percentile

7.6%

Faster revenue growth than 51% of similar nonprofits.

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

Assets

Up

$2,076,208

Up $184,005 (+9.7%) from 2024

Liabilities

Up

$1,156,076

Up $180,842 (+19%) from 2024

Net Assets

Up

$920,132

Up $3,163 (+0.3%) from 2024

Revenue

Up

$5,301,138

Up $374,603 (+7.6%) from 2024

Expenses

Up

$5,297,975

Up $372,993 (+7.6%) from 2024

Net Income

Up

$3,163

Up $1,610 (+104%) 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 2011: $1,074,144Liabilities 2011: $852,038Net Assets 2011: $222,1062011Assets 2012: $1,083,515Liabilities 2012: $842,955Net Assets 2012: $240,5602012Assets 2013: $1,064,621Liabilities 2013: $791,821Net Assets 2013: $272,8002013Assets 2014: $1,084,665Liabilities 2014: $809,579Net Assets 2014: $275,0862014Assets 2015: $1,125,493Liabilities 2015: $845,884Net Assets 2015: $279,6092015Assets 2016: $1,140,836Liabilities 2016: $859,118Net Assets 2016: $281,7182016Assets 2017: $1,192,749Liabilities 2017: $904,522Net Assets 2017: $288,2272017Assets 2018: $1,096,821Liabilities 2018: $762,192Net Assets 2018: $334,6292018Assets 2019: $1,289,770Liabilities 2019: $760,020Net Assets 2019: $529,7502019Assets 2020: $1,581,818Liabilities 2020: $953,935Net Assets 2020: $627,8832020Assets 2021: $1,689,177Liabilities 2021: $919,032Net Assets 2021: $770,1452021Assets 2022: $1,484,079Liabilities 2022: $891,962Net Assets 2022: $592,1172022Assets 2023: $1,499,046Liabilities 2023: $903,472Net Assets 2023: $595,5742023Assets 2024: $1,892,203Liabilities 2024: $975,234Net Assets 2024: $916,9692024Assets 2025: $2,076,208Liabilities 2025: $1,156,076Net Assets 2025: $920,1322025

Highlighted filing

2025

Assets$2,076,208
Liabilities$1,156,076
Net Assets$920,132

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $3,410,9662011Revenue 2012: $3,404,648Expenses 2012: $3,386,194Net Income 2012: $18,4542012Expenses 2013: $3,524,6512013Revenue 2014: $3,602,503Expenses 2014: $3,600,217Net Income 2014: $2,2862014Revenue 2015: $3,832,473Expenses 2015: $3,827,950Net Income 2015: $4,5232015Revenue 2016: $3,916,458Expenses 2016: $3,914,349Net Income 2016: $2,1092016Revenue 2017: $3,947,590Expenses 2017: $3,941,081Net Income 2017: $6,5092017Revenue 2018: $4,192,082Expenses 2018: $4,145,680Net Income 2018: $46,4022018Revenue 2019: $4,337,226Expenses 2019: $4,142,104Net Income 2019: $195,1222019Revenue 2020: $4,016,326Expenses 2020: $3,918,193Net Income 2020: $98,1332020Revenue 2021: $2,952,184Expenses 2021: $2,809,922Net Income 2021: $142,2622021Revenue 2022: $3,960,669Expenses 2022: $4,138,697Net Income 2022: -$178,0282022Revenue 2023: $4,523,262Expenses 2023: $4,519,805Net Income 2023: $3,4572023Revenue 2024: $4,926,535Expenses 2024: $4,924,982Net Income 2024: $1,5532024Revenue 2025: $5,301,138Expenses 2025: $5,297,975Net Income 2025: $3,1632025

Highlighted filing

2025

Revenue$5,301,138
Expenses$5,297,975
Net Income$3,163

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$1.16$0.92$5.30$5.30$0.00
2024Detailed filing. Detailed filing data is available for this year.$1.89$0.98$0.92$4.93$4.92$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.50$0.90$0.60$4.52$4.52$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.48$0.89$0.59$3.96$4.14$0.18
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$0.92$0.77$2.95$2.81$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.58$0.95$0.63$4.02$3.92$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.29$0.76$0.53$4.34$4.14$0.20
2018Detailed filing. Detailed filing data is available for this year.$1.10$0.76$0.33$4.19$4.15$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.19$0.90$0.29$3.95$3.94$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.14$0.86$0.28$3.92$3.91$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.85$0.28$3.83$3.83$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.08$0.81$0.28$3.60$3.60$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.79$0.27$3.52
2012Summary only. Only limited summary data is available for this year.$1.08$0.84$0.24$3.40$3.39$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.85$0.22$3.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Nov 11, 2025
Return Version
2024v5.0
Gross Receipts
$5,437,776
Mission and Program Overview

Mission

To develop and sustain a symphony orchestra of the highest artistic standards and to reach east tennessee audiences of all ages by providing excellence in musical performance and education programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$113,117$876,455▲ $763,338
Savings and Temporary Cash Investments$619,383--
Investments in Publicly Traded Securities-$502,272-
Accounts Receivable$613,267$210,000▼ $403,267
Land, Buildings, and Equipment, Net$117,675$144,276▲ $26,601
Prepaid Expenses and Deferred Charges$149,729$127,505▼ $22,224
Pledges and Grants Receivable$110,730$40,748▼ $69,982
Total Assets$1,892,203$2,076,208▲ $184,005
Other Assets Total$168,302$174,952▲ $6,650
Liabilities
Deferred Revenue$823,735$990,813▲ $167,078
Accounts Payable and Accrued Expenses$151,499$165,263▲ $13,764
Total Liabilities$975,234$1,156,076▲ $180,842
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$916,969$920,132▲ $3,163
Total Net Assets Fund Balance$916,969$920,132▲ $3,163
Total Liabilities and Net Assets / Fund Balance$1,892,203$2,076,208▲ $184,005

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$95,634$96,185$191,819
Other Land Buildings$48,642$31,838$80,480
Other Assets Org$174,952--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Aram DemirjianMusic DirectFT$153,500$153,500
Aram DemirjianMusic Director-$153,500$153,500
Rachel FordExecutive DiFT$147,444$147,444
Ryan RodriguezDirector ofFT$65,000$65,000
Ned SmethersCFOFT$41,376$41,376
Revenue and Support

Revenue Composition

Contributions and Grants
$2,647,494
Program Service Revenue
$2,378,364
Investment Income
$85,458
Other Revenue
$189,822
All Other Contributions
$1,861,174
Change in Net Assets
$3,163

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,301,138
Revenue Not Reported on Form 990
$77,231
Total Revenue per Audited Statements
$5,378,369
Total Revenue per Form 990
$5,301,138
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,309,648
Other Expenses$1,988,327
Total Fundraising Expense$241,571
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,450,072$37,397$74,285$2,561,754
All Other Expenses$356,278$112,418$18,167$486,863
Current Officers, Directors, Trustees, and Key Employees-$216,959$36,861$253,820
Other Employee Benefits$170,049$40,986$5,151$216,186
Advertising$186,249-$28,861$215,110
Payroll Taxes$182,828$19,259$8,569$210,656
Occupancy$817$176,042$965$177,824
Office Expenses$109,959$11,819$11,677$133,455
Travel$87,383$14,648$5,110$107,141
Other Expenses$99,111-$560$99,111
Pension Plan Contributions$58,455$7,438$1,339$67,232
Conferences and Meetings-$3,478$50,026$53,504
Fees for Services Accounting-$28,100-$28,100
Insurance-$16,624-$16,624
Depreciation Depletion$4,123$10,314-$14,437
Total Functional Expenses$4,360,922$695,482$241,571$5,297,975

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,375,206
Expenses per Audited Statements$5,297,975
Total Expenses per Form 990$5,297,975
Expenses Not Reported on Form 990$77,231
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$302,259
Fundraising Direct Expenses$136,638
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Symphony Ball$193,327$187,502$16,299$171,203
Elegant Dining$65,927$62,507$14,011$48,496
Total Events$259,254$250,009$116,964$133,045
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
Audit committee
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
No
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

Form 990 is reviewed by the chief financial officer and director of finance.

Form 990, Page 6, Part VI, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Knoxville Symphony Society
EIN
62-6008097
Phone
8652913310
Address
100 S GAY STREET SUITE 302, KNOXVILLE, TN 37902

Signing Officer

Name
Ryan Rodriguez
Title
Director of Finance
Phone
8655231178
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Fox
Formed
1947
Legal Domicile
Tn
Voting Board Members
48
Independent Board Members
48
Employees
240
Volunteers
100

Preparer

Firm
Mitchell Emert & Hill Pc
Address
416 ERIN DRIVE, KNOXVILLE, TN 37919-6205
Preparer
Anne Caver CPA
Phone
8655222396
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Concertmaster and q series - 9 concerts; 1,625 served young peoples concerts - performances by the orchestra for elementary and middle school children designed for music education various other performances and music education activities throughout the east tennessee area for the community.

Financial Statement Notes

Schedule D, Page 3, Part X

Knoxville symphony society, incorporated believes it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions.

Raw XML AppendixShowing 400 of 805 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/PersonNm3LISA BOGATY
IRS990/Form990PartVIISectionAGrp/PersonNm4JENNY BOYD
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN BROCK
IRS990/Form990PartVIISectionAGrp/PersonNm6RICHARD BRYAN
IRS990/Form990PartVIISectionAGrp/PersonNm7JAMES L CLAYTON
IRS990/Form990PartVIISectionAGrp/PersonNm8DAVID COLQUITT
IRS990/Form990PartVIISectionAGrp/PersonNm9JOSEPH CONGLETON
IRS990/Form990PartVIISectionAGrp/PersonNm10KIM CUNNINGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm11MARDEL FEHRENBACH
IRS990/Form990PartVIISectionAGrp/PersonNm12RUTH FIELDEN
IRS990/Form990PartVIISectionAGrp/PersonNm13RICK FOX
IRS990/Form990PartVIISectionAGrp/PersonNm14NATALIE HASLAM
IRS990/Form990PartVIISectionAGrp/PersonNm15CATHERINE HILL
IRS990/Form990PartVIISectionAGrp/PersonNm16JENNY HINES
IRS990/Form990PartVIISectionAGrp/PersonNm17LYLE IRISH
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IRS990/Form990PartVIISectionAGrp/PersonNm20CHRIS KINNEY
IRS990/Form990PartVIISectionAGrp/PersonNm21JON LAWLER
IRS990/Form990PartVIISectionAGrp/PersonNm22DOUGLAS LEAHY
IRS990/Form990PartVIISectionAGrp/PersonNm23JEFFREY LEE
IRS990/Form990PartVIISectionAGrp/PersonNm24SHERYL LINCK
IRS990/Form990PartVIISectionAGrp/PersonNm25MARK MAMANTOV
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IRS990/Form990PartVIISectionAGrp/PersonNm28SHEENA MCCALL
IRS990/Form990PartVIISectionAGrp/PersonNm29PATRICK MCGLOTHIN
IRS990/Form990PartVIISectionAGrp/PersonNm30KATRICE JONES MORGAN
IRS990/Form990PartVIISectionAGrp/PersonNm31JOANNE MOUNGER
IRS990/Form990PartVIISectionAGrp/PersonNm32CYNTHIA MOXLEY
IRS990/Form990PartVIISectionAGrp/PersonNm33PHYLLIS NICHOLS
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IRS990/Form990PartVIISectionAGrp/PersonNm35MEREDITH OVERHOLT
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IRS990/Form990PartVIISectionAGrp/PersonNm37QUYN RAHMAN
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IRS990/Form990PartVIISectionAGrp/PersonNm39SUZANNE SCHRIVER
IRS990/Form990PartVIISectionAGrp/PersonNm40JAMES SMITH JR
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IRS990/Form990PartVIISectionAGrp/PersonNm42RICK STONE
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IRS990/Form990PartVIISectionAGrp/PersonNm44JANET TESTERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm45TIM WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm46JOHN WINEMILLER
IRS990/Form990PartVIISectionAGrp/PersonNm47ANTHONY WISE
IRS990/Form990PartVIISectionAGrp/PersonNm48RACHEL FORD
IRS990/Form990PartVIISectionAGrp/PersonNm49NED SMETHERS
IRS990/Form990PartVIISectionAGrp/PersonNm50RYAN RODRIGUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm51ARAM DEMIRJIAN
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