Civic Intelligence

Huntsville Symphony Orchestra Foundation

EIN 63-1247731 • 501(c)3 • Huntsville, AL

Profile

To coordinate, promote and provide educational information

PO Box 2400Huntsville, AL 35804

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

92nd percentile

59%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

57th percentile

6.0%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

402%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$3,350,370

Up $189,618 (+6.0%) from 2023

Liabilities

Down

$0

Down $7,000 (-100%) from 2023

Net Assets

Up

$3,350,370

Up $196,618 (+6.2%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin92nd percentile

Revenue

Up

$486,058

Up $389,255 (+402%) from 2023

Expenses

Up

$201,095

Up $14,479 (+7.8%) from 2023

Net Income

Up

$284,963

Up $374,776 (+417%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $697,894Net Assets 2010: $697,8942010Assets 2011: $812,093Liabilities 2011: $0Net Assets 2011: $812,0932011Assets 2012: $813,793Liabilities 2012: $0Net Assets 2012: $813,7932012Assets 2013: $891,960Liabilities 2013: $0Net Assets 2013: $891,9602013Assets 2014: $1,062,620Liabilities 2014: $47,500Net Assets 2014: $1,015,1202014Assets 2015: $1,009,664Liabilities 2015: $0Net Assets 2015: $1,009,6642015Assets 2016: $998,189Liabilities 2016: $2,500Net Assets 2016: $995,6892016Assets 2017: $1,097,884Liabilities 2017: $5,000Net Assets 2017: $1,092,8842017Assets 2018: $1,072,102Liabilities 2018: $0Net Assets 2018: $1,072,1022018Assets 2019: $2,222,289Liabilities 2019: $9,726Net Assets 2019: $2,212,5632019Assets 2020: $2,858,888Liabilities 2020: $0Net Assets 2020: $2,858,8882020Assets 2021: $3,410,739Liabilities 2021: $0Net Assets 2021: $3,410,7392021Assets 2022: $3,142,778Liabilities 2022: $0Net Assets 2022: $3,142,7782022Assets 2023: $3,160,752Liabilities 2023: $7,000Net Assets 2023: $3,153,7522023Assets 2024: $3,350,370Liabilities 2024: $0Net Assets 2024: $3,350,3702024

Highlighted filing

2024

Assets$3,350,370
Liabilities$0
Net Assets$3,350,370
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $22,098Expenses 2010: $73,878Net Income 2010: -$51,7802010Expenses 2011: $49,8782011Expenses 2012: $46,6132012Expenses 2013: $52,8432013Revenue 2014: $105,622Expenses 2014: $59,211Net Income 2014: $46,4112014Revenue 2015: $152,884Expenses 2015: $57,811Net Income 2015: $95,0732015Revenue 2016: $72,008Expenses 2016: $58,198Net Income 2016: $13,8102016Revenue 2017: $73,316Expenses 2017: $11,764Net Income 2017: $61,5522017Revenue 2018: $105,293Expenses 2018: $113,717Net Income 2018: -$8,4242018Revenue 2019: $1,238,177Expenses 2019: $126,298Net Income 2019: $1,111,8792019Revenue 2020: $726,023Expenses 2020: $143,724Net Income 2020: $582,2992020Revenue 2021: $387,303Expenses 2021: $116,477Net Income 2021: $270,8262021Revenue 2022: $329,430Expenses 2022: $34,587Net Income 2022: $294,8432022Revenue 2023: $96,803Expenses 2023: $186,616Net Income 2023: -$89,8132023Revenue 2024: $486,058Expenses 2024: $201,095Net Income 2024: $284,9632024

Highlighted filing

2024

Revenue$486,058
Expenses$201,095
Net Income$284,963
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,350,370
Liabilities
$0
Net assets
$3,350,370
Revenue
$486,058
Expenses
$201,095
Net income
$284,963
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.49$0.20$0.28
2023Detailed filing. Detailed filing data is available for this year.$3.16$0.01$3.15$0.10$0.19$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.33$0.03$0.29
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.41$0.00$3.41$0.39$0.12$0.27
2020Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.73$0.14$0.58
2019Detailed filing. Detailed filing data is available for this year.$2.22$0.01$2.21$1.24$0.13$1.11
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.11$0.11$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.01$1.09$0.07$0.01$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.07$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.15$0.06$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.06$0.05$1.02$0.11$0.06$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.00$0.89$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.00$0.81$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.00$0.81$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.70$0.02$0.07$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 5, 2025
Return Version
2023v6.0
Gross Receipts
$1,839,708
Mission and Program Overview

Mission

To coordinate, promote and provide educational information

To coordinate, promote, and provide educational information.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,916,972$3,221,971▲ $304,999
Pledges and Grants Receivable$225,732$122,687▼ $103,045
Cash and Non-Interest-Bearing Accounts$18,048$5,712▼ $12,336
Total Assets$3,160,752$3,350,370▲ $189,618
Liabilities
Accounts Payable and Accrued Expenses$7,000--
Total Liabilities$7,000$0▼ $7,000
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,153,752$3,350,370▲ $196,618
Total Net Assets Fund Balance$3,153,752$3,350,370▲ $196,618
Total Liabilities and Net Assets / Fund Balance$3,160,752$3,350,370▲ $189,618
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Debbie WashburnChair
Louise CarterVice Chair
Courtney GattisEx Officio-n
Dan HalcombEx Officio-n
Andrew BoydMember
Cathy SchollMember
David ChanMember
David ChenaultMember
Jeff BrownMember
Kevin ByrnesMember
Marie SchneiderMember
Michael LapidusMember
Monro LanierMember
Patrick RobbinsMember
Paula RenfroeMember
Steve PrattMember
Vicki Van ValkenburghMember
Ty ShepardSecretary
Kathi TewTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$119,698
Program Service Revenue
$0
Investment Income
$366,360
Other Revenue
$0
All Other Contributions
$119,698
Change in Net Assets
$284,963
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$170,000
Other Expenses$31,095
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$170,000--$170,000
Fees for Service Investment Mgmnt Fees-$26,595-$26,595
Fees for Services Accounting-$4,500-$4,500
Total Functional Expenses$170,000$31,095$0$201,095
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Huntsville Symphony OrchestraHuntsville, AL-Education$170,000
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
Yes
Annual disclosure for covered persons
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
Yes
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

“Board members are provided with copies of the 990 for review and approval prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Board members are informed of policies concerning conflicts of interest annually and as new members are accepted. Members are required to disclose any conflicts of interest if they arise through the year.”

Form 990, Page 6, Part VI, Line 19

“Documents are made available by contacting the foundation office.”

Filing and Contact Details

Filer

Filer Name
Huntsville Symphony Orchestra
EIN
63-1247731
Phone
2565394818
Address
PO BOX 2400, HUNTSVILLE, AL 35804

Signing Officer

Name
Debbie Washburn
Title
Chair
Phone
2565394818
Signed
2025-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Halcomb
Formed
2000
Legal Domicile
Al
Voting Board Members
17
Independent Board Members
17
Employees
0

Preparer

Firm
Aldridge Borden & Company Pc
Address
74 COMMERCE STREET, MONTGOMERY, AL 36104
Preparer
Melissa W Hill CPA
Phone
3348346640
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“As of june 30, 2024, the foundation had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.”

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTED ORGANIZATION APPOINTS 3 MEMBERS TO THE ORGANIZATION'S BOARD. THE INVESTMENT POLICY AND DISTRIBUTION OF FUNDS TO THE SUPPORTED ORGANIZATION WERE ESTABLISHED IN THE ORGANIZING DOCUMENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION'S MAJOR ACTIVITY IS TO ASSIST, SUPPORT, AND FOSTER MUSIC APPRECIATION AND EDUCATION IN NORTHERN ALABAMA. THIS IS PRIMARILY ACHIEVED BY ENCOURAGING AND SOLICITING GIFTS, WHICH THE ORGANIZATION RECEIVES, HOLDS, AND ADMINISTERS TO FURTHER THIS MISSION AND MAINTAIN AN ENDOWMENT ACCOUNT. THE ORGANIZATION'S SOLE ACTIVITY IS FOCUSED ON SUPPORTING THE HUNTSVILLE SYMPHONY ORCHESTRA ASSOCIATION (THE SUPPORTED ORGANIZATION), ENSURING THAT THE ACTIVITIES UNDERTAKEN ARE DIRECTLY ALIGNED WITH THE EXEMPT PURPOSES OF THE ORGANIZATION. AS SUCH, THE ORGANIZATION HAS DETERMINED THAT HELPING THE SUPPORTED ORGANIZATION CONSTITUTES SUBSTANTIALLY ALL OF ITS ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2A
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS OF JUNE 30, 2024, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0700 MONROE STREET STE 250
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS ARE PROVIDED WITH COPIES OF THE 990 FOR REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE INFORMED OF POLICIES CONCERNING CONFLICTS OF INTEREST ANNUALLY AND AS NEW MEMBERS ARE ACCEPTED. MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST IF THEY ARISE THROUGH THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE BY CONTACTING THE FOUNDATION OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBBIE WASHBURN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
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