Civic Intelligence

Tuscaloosa Symphony Association Inc

EIN 63-0835546 • 501(c)3 • Tuscaloosa, AL

Profile

Symphony orchestra concerts for general audiences and childrens concerts

P O Box 20001Tuscaloosa, AL 35402

www.tsoonline.org

Siviq Scores

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

Liabilities / Assets

86th percentile

0.51x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

0.21x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

48th percentile

3.2%

Higher net margin than 48% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

75th percentile

$69,300

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 13.5% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

93rd percentile

100%

Faster asset growth than 93% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

19%

Faster revenue growth than 65% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$214,039

Up $107,150 (+100%) from 2023

Liabilities

Up

$108,151

Up $32,695 (+43%) from 2023

Net Assets

Up

$105,888

Up $74,455 (+237%) from 2023

Operations
Liabilities / Revenue78th percentileNet Margin48th percentile

Revenue

Up

$513,610

Up $81,591 (+19%) from 2023

Expenses

Down

$497,117

Down $15,257 (-3.0%) from 2023

Net Income

Up

$16,493

Up $96,848 (+121%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

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

$300K$200K$100K$0-$100KAssets 2011: $62,065Liabilities 2011: $86,776Net Assets 2011: -$24,7112011Assets 2012: $53,483Liabilities 2012: $62,510Net Assets 2012: -$9,0272012Assets 2013: $70,780Liabilities 2013: $62,392Net Assets 2013: $8,3882013Assets 2014: $76,170Liabilities 2014: $332Net Assets 2014: $75,8382014Assets 2015: $77,539Liabilities 2015: $23,442Net Assets 2015: $54,0972015Assets 2016: $53,014Liabilities 2016: $1,172Net Assets 2016: $51,8422016Assets 2017: $71,665Liabilities 2017: $4,243Net Assets 2017: $67,4222017Assets 2018: $42,800Liabilities 2018: $3,975Net Assets 2018: $38,8252018Assets 2019: $42,881Liabilities 2019: $4,601Net Assets 2019: $38,2802019Assets 2020: $123,505Liabilities 2020: $5,286Net Assets 2020: $118,2192020Assets 2021: $161,786Liabilities 2021: $3,984Net Assets 2021: $157,8022021Assets 2022: $81,372Liabilities 2022: $4,348Net Assets 2022: $77,0242022Assets 2023: $106,889Liabilities 2023: $75,456Net Assets 2023: $31,4332023Assets 2024: $214,039Liabilities 2024: $108,151Net Assets 2024: $105,8882024

Highlighted filing

2024

Assets$214,039
Liabilities$108,151
Net Assets$105,888
Open 2024 Filing

Operations Trend

Revenue Growth65th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $315,1482011Expenses 2012: $390,3132012Expenses 2013: $397,8302013Revenue 2014: $453,270Expenses 2014: $381,870Net Income 2014: $71,4002014Revenue 2015: $403,614Expenses 2015: $425,355Net Income 2015: -$21,7412015Revenue 2016: $421,792Expenses 2016: $393,631Net Income 2016: $28,1612016Revenue 2017: $428,434Expenses 2017: $412,854Net Income 2017: $15,5802017Revenue 2018: $476,291Expenses 2018: $504,888Net Income 2018: -$28,5972018Revenue 2019: $447,031Expenses 2019: $447,576Net Income 2019: -$5452019Revenue 2020: $350,442Expenses 2020: $270,503Net Income 2020: $79,9392020Revenue 2021: $170,016Expenses 2021: $130,433Net Income 2021: $39,5832021Revenue 2022: $370,829Expenses 2022: $451,607Net Income 2022: -$80,7782022Revenue 2023: $432,019Expenses 2023: $512,374Net Income 2023: -$80,3552023Revenue 2024: $513,610Expenses 2024: $497,117Net Income 2024: $16,4932024

Highlighted filing

2024

Revenue$513,610
Expenses$497,117
Net Income$16,493
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$214,039
Liabilities
$108,151
Net assets
$105,888
Revenue
$513,610
Expenses
$497,117
Net income
$16,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.14$1.08$1.06$5.14$4.97$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.07$0.75$0.31$4.32$5.12$0.80
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.04$0.77$3.71$4.52$0.81
2021Detailed filing. Detailed filing data is available for this year.$1.62$0.04$1.58$1.70$1.30$0.40
2020Detailed filing. Detailed filing data is available for this year.$1.24$0.05$1.18$3.50$2.71$0.80
2019Detailed filing. Detailed filing data is available for this year.$0.43$0.05$0.38$4.47$4.48$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.43$0.04$0.39$4.76$5.05$0.29
2017Detailed filing. Detailed filing data is available for this year.$0.72$0.04$0.67$4.28$4.13$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.53$0.01$0.52$4.22$3.94$0.28
2015Detailed filing. Detailed filing data is available for this year.$0.78$0.23$0.54$4.04$4.25$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$4.53$3.82$0.71
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.62$0.08$3.98
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.63$0.09$3.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.87$0.25$3.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 30, 2025
Return Version
2023v6.0
Gross Receipts
$513,610
Mission and Program Overview

Mission

Symphony orchestra concerts for general audiences and childrens concerts

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$55,490$93,491▲ $38,001
Pledges and Grants Receivable$17,350$20,760▲ $3,410
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$106,889$214,039▲ $107,150
Other Assets Total$34,049$99,788▲ $65,739
Liabilities
Deferred Revenue$37,642$75,566▲ $37,924
Other Liabilities$32,848$26,479▼ $6,369
Accounts Payable and Accrued Expenses$4,966$6,106▲ $1,140
Total Liabilities$75,456$108,151▲ $32,695
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,933$89,788▲ $72,855
Net Assets With Donor Restrictions$14,500$16,100▲ $1,600
Total Net Assets Fund Balance$31,433$105,888▲ $74,455
Total Liabilities and Net Assets / Fund Balance$106,889$214,039▲ $107,150

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$3,985$3,985
Other Assets Org$54,912--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Natassia PerrineExecutive DirectorPT$69,300$69,300

Board Members and Trustees

NameTitle
John LochmanPast President
Jim JollyPresident
Duane LambPresident Elect
Glenna BrownVice President
Agatha WadeDirector
Al SpencerDirector
Alex SmithDirector
April LaneDirector
Bob MckinneyDirector
Candy HocuttDirector
Claire DayDirector
David PattersonDirector
Donna BolesDirector
Jason BaileyDirector
Jeff SchultzDirector
Jesse WheelerDirector
Jill WhiteDirector
Jo Ann CookDirector
Karen Thompson-jacksonDirector
Katie GrissomDirector
Kevin WhitakerDirector
Lachera ChurchDirector
Lesley BruintonDirector
Quin KellyDirector
Ryan StallingsDirector
Susan FlemingDirector
West SchmittDirector
William HawkinsDirector
Gloria Narramore MoodyLifetime Honorary Member
Katherine FittsLifetime Honorary Member
Madeline HillLifetime Honorary Member
Rosemarie ChildressLifetime Honorary Member
Skip SneadSchool of Music Representa
Donna HoggleSecretary
Bill PettyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$386,682
Program Service Revenue
$126,928
Investment Income
$0
Other Revenue
$0
All Other Contributions
$302,982
Change in Net Assets
$16,493
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$314,620
Salaries, Compensation, and Employee Benefits$182,497
Total Fundraising Expense$51,355
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$97,108--$97,108
Current Officers, Directors, Trustees, and Key Employees$27,720$13,860$27,720$69,300
Advertising$27,055-$18,036$45,091
Travel$30,401--$30,401
All Other Expenses$4,366$2,667$5,599$12,632
Payroll Taxes$7,064$5,544-$12,608
Fees for Services Accounting-$5,460-$5,460
Other Expenses$9,000$4,609-$4,609
Insurance-$3,683-$3,683
Pension Plan Contributions-$3,481-$3,481
Fees for Services Legal-$2,500-$2,500
Occupancy-$1,436-$1,436
Total Functional Expenses$391,618$54,144$51,355$497,117
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability - Net of Current Portion$18,612
Operating Lease Liability - Current Portion$7,867
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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, Part VI, Section B, Line 11B

“A 990 draft is provided to the executive director before filing. The finance committee which includes the executive director and the president review the 990 and then report to the board usually after the 990 is filed.”

Form 990, Part VI, Section C, Line 19

“BY REQUEST”

Filing and Contact Details

Filer

Filer Name
Tuscaloosa Symphony Association Inc
EIN
63-0835546
Phone
2057525515
Address
P O BOX 20001, TUSCALOOSA, AL 35402

Signing Officer

Name
Natassia Perrine
Title
Executive Director
Phone
2057525515
Signed
2025-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Natassia Perrine
Formed
1984
Legal Domicile
Al
Voting Board Members
35
Independent Board Members
35
Employees
5
Volunteers
0

Preparer

Firm
Jamisonmoneyfarmer Pc
Address
PO BOX 2347, TUSCALOOSA, AL 35403
Preparer
Angela B Hamiter
Phone
2053458440
Supplemental Narrative

Additional Explanations

Form 990 Part XII Line 2X

“No change from prior year.”

Raw XML AppendixShowing 400 of 636 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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