Civic Intelligence

Shoals Symphony Orchestra

990 • Fiscal year 2021 • EIN 63-0911322

Jul 01, 2020 to Jun 30, 2021 • Filed on May 01, 2022

409 North Court Street Suite 100Florence, AL 35630-4675

(256) 710-1623

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.20x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

83rd percentile

0.16x

Higher debt load relative to revenue than 83% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

26th percentile

-7.9%

Higher net margin than 26% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$255

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

44th percentile

1.4%

Faster asset growth than 44% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

54th percentile

9.1%

Faster revenue growth than 54% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$213,412

Up $2,983 (+1.4%) from 2020

Net Assets

Up

$171,729

Up $1,300 (+0.8%) from 2020

Liabilities

Up

$41,683

Up $1,683 (+4.2%) from 2020

Revenue

Up

$256,301

Up $21,466 (+9.1%) from 2020

Expenses

Up

$276,432

Up $97,454 (+54%) from 2020

Net Income

Down

-$20,131

Down $75,988 (-136%) from 2020

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $49,628Net Assets 2011: $49,6282011Assets 2012: $75,707Liabilities 2012: $02012Assets 2013: $78,146Net Assets 2013: $78,1462013Assets 2014: $81,408Liabilities 2014: $02014Assets 2015: $93,177Liabilities 2015: $02015Assets 2016: $85,009Liabilities 2016: $02016Assets 2017: $82,683Liabilities 2017: $02017Assets 2018: $100,619Liabilities 2018: $02018Assets 2019: $119,398Liabilities 2019: $0Net Assets 2019: $119,3982019Assets 2020: $210,429Liabilities 2020: $40,000Net Assets 2020: $170,4292020Assets 2021: $213,412Liabilities 2021: $41,683Net Assets 2021: $171,7292021Assets 2022: $271,612Liabilities 2022: $42,515Net Assets 2022: $229,0972022Assets 2023: $240,225Liabilities 2023: $22,862Net Assets 2023: $217,3632023Assets 2024: $163,223Liabilities 2024: $21,056Net Assets 2024: $142,1672024Assets 2025: $113,338Liabilities 2025: $20,793Net Assets 2025: $92,5452025

Highlighted filing

2021

Assets$213,412
Liabilities$41,683
Net Assets$171,729

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $46,032Expenses 2011: $47,655Net Income 2011: -$1,6232011Revenue 2012: $67,111Expenses 2012: $41,032Net Income 2012: $26,0792012Revenue 2013: $75,023Expenses 2013: $72,584Net Income 2013: $2,4392013Revenue 2014: $52,020Expenses 2014: $48,758Net Income 2014: $3,2622014Revenue 2015: $64,549Expenses 2015: $52,919Net Income 2015: $11,6302015Revenue 2016: $92,606Expenses 2016: $100,897Net Income 2016: -$8,2912016Revenue 2017: $118,453Expenses 2017: $125,147Net Income 2017: -$6,6942017Revenue 2018: $148,308Expenses 2018: $132,155Net Income 2018: $16,1532018Revenue 2019: $231,791Expenses 2019: $213,012Net Income 2019: $18,7792019Revenue 2020: $234,835Expenses 2020: $178,978Net Income 2020: $55,8572020Revenue 2021: $256,301Expenses 2021: $276,432Net Income 2021: -$20,1312021Revenue 2022: $386,806Expenses 2022: $309,119Net Income 2022: $77,6872022Revenue 2023: $475,255Expenses 2023: $506,848Net Income 2023: -$31,5932023Revenue 2024: $319,854Expenses 2024: $383,225Net Income 2024: -$63,3712024Revenue 2025: $346,155Expenses 2025: $395,777Net Income 2025: -$49,6222025

Highlighted filing

2021

Revenue$256,301
Expenses$276,432
Net Income-$20,131
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 1, 2022
Return Version
2020v4.0
Gross Receipts
$256,301
Mission and Program Overview

Mission

Shoals symphony orchestra performs concerts for the general public and students. The mission of shoals symphony orchestra is to enhance the cultural life of all residents of the shoals area of northwest alabama and southern tennessee through musical performances and educational programs.

To enhance the cultural life of all residents in the Muscle Shoals area of northwest Alabama through musical performances and educational programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$135,192$159,453▲ $24,261
Cash and Non-Interest-Bearing Accounts$74,037$53,959▼ $20,078
Accounts Receivable$1,200$0▼ $1,200
Total Assets$210,429$213,412▲ $2,983
Liabilities
Mortgage Notes Payable Secured by Investment Property$40,000$40,000→ $0
Accounts Payable and Accrued Expenses-$1,683-
Total Liabilities$40,000$41,683▲ $1,683
Net Assets / Fund Balance
Net Assets With Donor Restrictions$84,620$101,142▲ $16,522
Net Assets Without Donor Restrictions$85,809$70,587▼ $15,222
Total Net Assets Fund Balance$170,429$171,729▲ $1,300
Total Liabilities and Net Assets / Fund Balance$210,429$213,412▲ $2,983
Compensation and Service Providers

Employees

NameTitleBaseTotal
Whitney O'NealDirector$255$255

Board Members and Trustees

NameTitle
Richard SmithPresident & Director
Buddy BernsteinVice President & Director
Andrew ShirleyDirector
Barb HendricksDirector
Barry MorrisDirector
Bradley ClasgensDirector
David BlackDirector
Dena KittsDirector
Eric KirkmanDirector
Kate BrownDirector
Kathleen EdwardsDirector
Lisa EcklDirector
Maray DanielDirector
Michael BroderDirector
Sara Lynn BairdDirector
Sara WhiteDirector
Marie FieldsSecretary & Director
Michael StuttsTreasure & Director
Revenue and Support

Revenue Composition

Contributions and Grants
$173,345
Program Service Revenue
$80,126
Investment Income
$2,830
Other Revenue
$0
All Other Contributions
$71,871
Change in Net Assets
$-20,131
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$206,786
Salaries, Compensation, and Employee Benefits$69,646
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$64,932-$64,932
Other Expenses$53,060$0$0$53,060
Advertising-$13,394-$13,394
Occupancy-$6,863-$6,863
Office Expenses-$5,457-$5,457
Payroll Taxes-$4,459-$4,459
Information Technology-$1,378-$1,378
Royalties-$835-$835
Conferences and Meetings-$587-$587
Current Officers, Directors, Trustees, and Key Employees$0$255$0$255
Interest-$171-$171
Total Functional Expenses$178,101$98,331$0$276,432
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
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
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 A, Line 8B

Shoals Symphony Orchestra does not have any committee which acts on behalf of the governing body.

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

The completed Form 990 is provided to all board members for their review and comment prior to filing.

Form 990, Part VI, Section C, Line 19

The Shoals Symphony Orchestra governing documents, financial statements and Form 990 / Form 990-EZ tax returns are available for public inspection at its office which is located at 409 North Court Street, Suite 100, Florence AL 35630-4675 Tel. (256) 710-1623.

Form 990, Part VII, Section A, Line 1A

All Board of Directors positions are unpaid. However, one Director received $255 for her services as a musician.

Filing and Contact Details

Filer

Filer Name
Shoals Symphony Orchestra
EIN
63-0911322
Phone
2567101623
Address
409 North Court Street Suite 100, Florence, AL 35630-4675
Doing Business As
Shoals Symphony at UNA

Signing Officer

Name
Michael Stutts
Title
Treasurer
Phone
3109850904
Signed
2022-05-01

Organization Details

Principal Officer
Richard Smith
Formed
1985
Legal Domicile
Al
Voting Board Members
19
Independent Board Members
19
Employees
4
Volunteers
30
Raw XML AppendixShowing 400 of 522 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01683
IRS990/AccountsReceivableGrp/BOYAmt01200
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To enhance the cultural life of all residents in the Muscle Shoals area of northwest Alabama through musical performances and educational programs.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt013394
IRS990/AdvertisingGrp/TotalAmt013394
IRS990/AllOtherContributionsAmt071871
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0Cain Yarbrough
IRS990/BooksInCareOfDetail/PhoneNum02564662333
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0409 North Court Street Suite 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0Florence
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0356304675
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt074037
IRS990/CashNonInterestBearingGrp/EOYAmt053959
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0255
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0255
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0587
IRS990/ConferencesMeetingsGrp/TotalAmt0587
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt07679
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0173345
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02830
IRS990/CYOtherExpensesAmt0206786
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt080126
IRS990/CYRevenuesLessExpensesAmt0-20131
IRS990/CYSalariesCompEmpBnftPaidAmt069646
IRS990/CYTotalExpensesAmt0276432
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0256301
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0JOHN PAUL WHITE and the SSO (April 30 and May 1, 2021) - Four-time Grammy Award winning artist and Tennessee Valley native John Paul White joins the SSO in a crossover event of Southern Rock, Americana, and Country hits that make the Single Lock Records co-owner famous. World-renowned orchestrator and San Diego Symphony conductor Scott O'Neil seamlessly integrates White's band with orchestra for a one-of-a-kind event! The April 30 and May 1 performances held at Norton Auditorium on the campus of the Univ. of North Alabama (UNA) with seating limited to permit social distancing. In addition, educational performances of John Paul White and the Shoals Symphony Orchestra were given at Addison High School in Addison, AL for Addison High, Elementary and Meek High School students on May 6, 2021. The educational performances consisted of three - 45 minute concerts performed to allow for socially distancing for students with an educational video conference of the Composer Scott O'Neil, Artist - John Paul White, and Conductor - Dr. Daniel Stevens.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0Shoals Symphony at UNA
IRS990/DonatedServicesAndUseFcltsAmt00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt084620
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0101142
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt058055
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FederatedCampaignsAmt00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/PersonNm0Whitney O'Neal
IRS990/Form990PartVIISectionAGrp/PersonNm1Richard Smith
IRS990/Form990PartVIISectionAGrp/PersonNm2Buddy Bernstein
IRS990/Form990PartVIISectionAGrp/PersonNm3Marie Fields
IRS990/Form990PartVIISectionAGrp/PersonNm4Michael Stutts
IRS990/Form990PartVIISectionAGrp/PersonNm5Michael Broder
IRS990/Form990PartVIISectionAGrp/PersonNm6Kate Brown
IRS990/Form990PartVIISectionAGrp/PersonNm7Lisa Eckl
IRS990/Form990PartVIISectionAGrp/PersonNm8Eric Kirkman
IRS990/Form990PartVIISectionAGrp/PersonNm9Dena Kitts
IRS990/Form990PartVIISectionAGrp/PersonNm10Barry Morris
IRS990/Form990PartVIISectionAGrp/PersonNm11Andrew Shirley
IRS990/Form990PartVIISectionAGrp/PersonNm12Sara Lynn Baird
IRS990/Form990PartVIISectionAGrp/PersonNm13Bradley Clasgens
IRS990/Form990PartVIISectionAGrp/PersonNm14Kathleen Edwards
IRS990/Form990PartVIISectionAGrp/PersonNm15David Black
IRS990/Form990PartVIISectionAGrp/PersonNm16Barb Hendricks
IRS990/Form990PartVIISectionAGrp/PersonNm17Sara White
IRS990/Form990PartVIISectionAGrp/PersonNm18Maray Daniel
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0255
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1President & Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President & Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary & Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasure & Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt07679
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GovernmentGrantsAmt093795
IRS990/GrantAmt042700
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0256301
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01378
IRS990/InformationTechnologyGrp/TotalAmt01378
IRS990/InterestGrp/ManagementAndGeneralAmt0171
IRS990/InterestGrp/TotalAmt0171
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt02830
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02830
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0135192
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0159453
IRS990/IRPDocumentCnt030
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Shoals Symphony Orchestra performs concerts for the general public and students. The mission of Shoals Symphony Orchestra is to enhance the cultural life of all residents of the Muscle Shoals area through musical performances and educational programs.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt040000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt040000
IRS990/NetAssetsOrFundBalancesBOYAmt0170429
IRS990/NetAssetsOrFundBalancesEOYAmt0171729
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt021431
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt085809
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt070587
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt06863
IRS990/OccupancyGrp/TotalAmt06863
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05457
IRS990/OfficeExpensesGrp/TotalAmt05457
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0JOHN PAUL WHITE and the SSO
IRS990/OtherExpensesGrp/Desc1RAIDERS OF THE LOST ARK IN CONCERT
IRS990/OtherExpensesGrp/Desc2MIRACLE on MOBILE STREET
IRS990/OtherExpensesGrp/Desc3Additional Program Services from Part III Line 4d
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt058055
IRS990/OtherExpensesGrp/ProgramServicesAmt149221
IRS990/OtherExpensesGrp/ProgramServicesAmt217765
IRS990/OtherExpensesGrp/ProgramServicesAmt353060
IRS990/OtherExpensesGrp/TotalAmt058055
IRS990/OtherExpensesGrp/TotalAmt149221
IRS990/OtherExpensesGrp/TotalAmt217765
IRS990/OtherExpensesGrp/TotalAmt353060
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt064932
IRS990/OtherSalariesAndWagesGrp/TotalAmt064932
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04459
IRS990/PayrollTaxesGrp/TotalAmt04459
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Richard Smith
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0711130
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0Concert Tickets
IRS990/ProgramServiceRevenueGrp/Desc1String Project
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt077672
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1872
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt077672
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1872
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgSrvcAccomActy2Grp/Desc0RAIDERS OF THE LOST ARK IN CONCERT (April 10 & 11, 2021) - The film that gave the world one of its greatest movie heroes, Indiana Jones, is back and better than ever before! Relive the magic on the silver screen with the original great adventure and John Williams' epic score performed live to picture by a full symphony orchestra! Held at Norton Auditorium on the campus of the Univ. of North Alabama (UNA) with capacity at 50% for social distancing.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt049221
IRS990/ProgSrvcAccomActy2Grp/GrantAmt04000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt025227
IRS990/ProgSrvcAccomActy3Grp/Desc0MIRACLE on MOBILE STREET (Dec. 5 & 6, 2020) - The Shoals Theatre welcomes the Shoals Symphony Orchestra for four brief 'socially distant' concerts (with very limited audience size). Find a little much-needed holiday cheer from our heart to yours.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt017765
IRS990/ProgSrvcAccomActy3Grp/GrantAmt06000
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt03739
IRS990/ProgSrvcAccomActyOtherGrp/Desc0In addition to the concerts described in 4a, 4b, & 4c, Shoals Symphony Orchestra had expenses and revenues associated with other performances which were significantly impacted, altered or cancelled by the COVID19 pandemic. These included: Various Internet Streamed performances having program expenses of $17,605 with no revenues; A Midsummer Night's Dream performance scheduled for Feb. 6 & 7, 2021, but was cancelled with $3,052 program expenses and ticket sales of $6,546 that were either refunded, exchanged for future performances or donated back to Shoals Symphony Orchestra; Music for Our Heros performed at Shoals Theatre in Florence, AL on May 15 with program expenses of $18,271 and revenues of $2,735. In addition, Student and Community Education events had expenses of $5,401 with revenues of $2,454 and two special events in small venues had expenses of $8,730 with revenues of $7,679. Allowing for a $1 rounding adjustment, Total Part III Line 4d Other Program Expenses were $53,060 with revenues of $19,414.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt053060
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt019414
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0144229
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02955
IRS990/PYOtherExpensesAmt0144421
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt087651
IRS990/PYRevenuesLessExpensesAmt055857
IRS990/PYSalariesCompEmpBnftPaidAmt034557
IRS990/PYTotalExpensesAmt0178978
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0234835
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-20131
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt039425
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt0835
IRS990/RoyaltiesGrp/TotalAmt0835
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0173345
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0144229
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0101114

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.13$0.21$0.93$3.46$3.96$0.50
2024Detailed filing. Detailed filing data is available for this year.$1.63$0.21$1.42$3.20$3.83$0.63
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.23$2.17$4.75$5.07$0.32
2022Detailed filing. Detailed filing data is available for this year.$2.72$0.43$2.29$3.87$3.09$0.78
2021Detailed filing. Detailed filing data is available for this year.$2.13$0.42$1.72$2.56$2.76$0.20
2020Summary only. Only limited summary data is available for this year.$2.10$0.40$1.70$2.35$1.79$0.56
2019Summary only. Only limited summary data is available for this year.$1.19$0.00$1.19$2.32$2.13$0.19
2018Summary only. Only limited summary data is available for this year.$1.01$0.00$1.48$1.32$0.16
2017Summary only. Only limited summary data is available for this year.$0.83$0.00$1.18$1.25$0.07
2016Summary only. Only limited summary data is available for this year.$0.85$0.00$0.93$1.01$0.08
2015Summary only. Only limited summary data is available for this year.$0.93$0.00$0.65$0.53$0.12
2014Summary only. Only limited summary data is available for this year.$0.81$0.00$0.52$0.49$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.78$0.75$0.73$0.02
2012Summary only. Only limited summary data is available for this year.$0.76$0.00$0.67$0.41$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.50$0.46$0.48$0.02