Civic Intelligence

Symphony Volunteers Inc

EIN 72-1199318 • 501(c)3 • New Orleans, LA

Profile

To Serve, Support and Promote the Louisiana Philharmonic Orchestra. To Create and Promote interest and support for Philharmonic music. To promote and foster music education. To encourage volunteer support from membership and the community. To raise funds to accomplish these goals

P O Box 4036New Orleans, LA 70178-4036

symphonyvolunteers.org

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

40th percentile

-2.5%

Higher net margin than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

50th percentile

-2.0%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

40th percentile

-12%

Faster revenue growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$279,466

Down $5,692 (-2.0%) from 2024

Liabilities

Up

$1,707

Up $298 (+21%) from 2024

Net Assets

Down

$277,759

Down $5,990 (-2.1%) from 2024

Operations
Liabilities / Revenue68th percentileNet Margin40th percentile

Revenue

Down

$242,348

Down $32,508 (-12%) from 2024

Expenses

Down

$248,338

Down $55,282 (-18%) from 2024

Net Income

Up

-$5,990

Up $22,774 (+79%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$400K$300K$200K$100K$0Assets 2012: $243,901Liabilities 2012: $15,438Net Assets 2012: $228,4632012Assets 2013: $242,585Liabilities 2013: $15,481Net Assets 2013: $227,1042013Assets 2014: $258,080Liabilities 2014: $13,100Net Assets 2014: $244,9802014Assets 2015: $268,318Liabilities 2015: $12,185Net Assets 2015: $256,1332015Assets 2016: $276,306Liabilities 2016: $15,816Net Assets 2016: $260,4902016Assets 2017: $290,072Liabilities 2017: $17,142Net Assets 2017: $272,9302017Assets 2018: $334,079Liabilities 2018: $13,859Net Assets 2018: $320,2202018Assets 2019: $314,447Liabilities 2019: $13,515Net Assets 2019: $300,9322019Assets 2020: $249,008Liabilities 2020: $17,064Net Assets 2020: $231,9442020Assets 2021: $260,875Liabilities 2021: $17,223Net Assets 2021: $243,6522021Assets 2022: $298,973Liabilities 2022: $5,513Net Assets 2022: $293,4602022Assets 2023: $314,067Liabilities 2023: $1,554Net Assets 2023: $312,5132023Assets 2024: $285,158Liabilities 2024: $1,409Net Assets 2024: $283,7492024Assets 2025: $279,466Liabilities 2025: $1,707Net Assets 2025: $277,7592025

Highlighted filing

2025

Assets$279,466
Liabilities$1,707
Net Assets$277,759
Open 2025 Filing

Operations Trend

Revenue Growth40th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2012: $230,402Expenses 2012: $212,797Net Income 2012: $17,6052012Expenses 2013: $230,1992013Revenue 2014: $226,415Expenses 2014: $208,539Net Income 2014: $17,8762014Revenue 2015: $248,109Expenses 2015: $236,956Net Income 2015: $11,1532015Revenue 2016: $247,892Expenses 2016: $243,535Net Income 2016: $4,3572016Revenue 2017: $237,809Expenses 2017: $225,369Net Income 2017: $12,4402017Revenue 2018: $279,917Expenses 2018: $232,627Net Income 2018: $47,2902018Revenue 2019: $263,449Expenses 2019: $282,737Net Income 2019: -$19,2882019Revenue 2020: $145,846Expenses 2020: $214,834Net Income 2020: -$68,9882020Revenue 2021: $148,690Expenses 2021: $136,982Net Income 2021: $11,7082021Revenue 2022: $266,987Expenses 2022: $217,179Net Income 2022: $49,8082022Revenue 2023: $295,116Expenses 2023: $276,063Net Income 2023: $19,0532023Revenue 2024: $274,856Expenses 2024: $303,620Net Income 2024: -$28,7642024Revenue 2025: $242,348Expenses 2025: $248,338Net Income 2025: -$5,9902025

Highlighted filing

2025

Revenue$242,348
Expenses$248,338
Net Income-$5,990
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$279,466
Liabilities
$1,707
Net assets
$277,759
Revenue
$242,348
Expenses
$248,338
Net income
-$5,990
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.79$0.02$2.78$2.42$2.48$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.01$2.84$2.75$3.04$0.29
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.02$3.13$2.95$2.76$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$0.06$2.93$2.67$2.17$0.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.17$2.44$1.49$1.37$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$0.17$2.32$1.46$2.15$0.69
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.14$3.01$2.63$2.83$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.34$0.14$3.20$2.80$2.33$0.47
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.90$0.17$2.73$2.38$2.25$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.76$0.16$2.60$2.48$2.44$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.68$0.12$2.56$2.48$2.37$0.11
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.13$2.45$2.26$2.09$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.43$0.15$2.27$2.30
2012Summary only. Only limited summary data is available for this year.$2.44$0.15$2.28$2.30$2.13$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 26, 2025
Return Version
2024v5.2
Gross Receipts
$242,348
Mission and Program Overview

Mission

To Serve, Support and Promote the Louisiana Philharmonic Orchestra. To Create and Promote interest and support for Philharmonic music. To promote and foster music education. To encourage volunteer support from membership and the community. To raise funds to accomplish these goals

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$181,985$175,995▼ $5,990
Cash and Non-Interest-Bearing Accounts$116,375$109,915▼ $6,460
Savings and Temporary Cash Investments$70,469$72,140▲ $1,671
Inventories for Sale or Use$58,269$58,269→ $0
Cap Stk Tr Prin Current Funds$51,909$51,909→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$49,855$49,855→ $0
Land, Buildings, and Equipment, Net$40,045$39,142▼ $903
Total Assets$285,158$279,466▼ $5,692
Liabilities
Other Liabilities$1,409$1,547▲ $138
Deferred Revenue-$160-
Total Liabilities$1,409$1,707▲ $298
Net Assets / Fund Balance
Total Net Assets Fund Balance$283,749$277,759▼ $5,990
Total Liabilities and Net Assets / Fund Balance$285,158$279,466▼ $5,692

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$19,255$54,356-
Land$19,887--
Equipment-$1,050-
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Margaret LongEncore Shop Chair
Barbara SandsImmediate past President
Amy FergusonPresident
Barbara BeckmanDirector
Betty GerstnerDirector
Celena NealDirector
Charlotte LewisDirector
Donna HowlandDirector
Eleanor StraubDirector
Ellen GoldringDirector
Emel MizeDirector
Gretchen BosworthDirector
Heidi ChartersDirector
Jaime JohnstonDirector
Josette SeifertDirector
Kathy GaspardDirector
Linda FergusonDirector
Lorene HolbrookDirector
Lorraine ThienDirector
Luz CaputtoDirector
Marcia DavilaDirector
Nora WetzelDirector
Robert LewisDirector
Sheila McGheeDirector
Janet BlowhowsiakBook Fair
Dale FleishmannCorresponding Secretary
Philip StraubFinancial Secretary
Diane ButlerParliamintarian
Evelyn PughRecording secretary
Nancy FridgeTreasurer
Robin ReedVP Administration
Blanca MaldonadoVP Fundraisingpublicity
Revenue and Support

Revenue Composition

Contributions and Grants
$239,589
Program Service Revenue
$1,073
Investment Income
$1,686
Other Revenue
$0
All Other Contributions
$231,879
Change in Net Assets
$-5,990

Noncash Contributions

Contribution TypeReported AmountValuation Method
Clothing and Household Goods$171,339thrift shop value
Books and Publications$48,971thrift shop value
Total Noncash Contributions$220,310-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$100,000
Other Expenses$77,554
Salaries, Compensation, and Employee Benefits$70,784
Total Fundraising Expense$13,131
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$100,000--$100,000
Other Salaries and Wages-$59,644$6,627$66,271
Occupancy-$29,090$3,232$32,322
Other Expenses$400$10,050$1,117$11,167
Office Expenses-$7,111$790$7,901
Payroll Taxes-$4,062$451$4,513
Advertising-$3,351$372$3,723
Insurance-$1,816$202$2,018
Information Technology-$1,348$150$1,498
Fees for Services Accounting-$900$100$1,000
Depreciation Depletion-$813$90$903
Conferences and Meetings$144--$144
Total Functional Expenses$100,544$134,663$13,131$248,338
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
LA Philharmonic OrchestraNew Orleans, LA501c3General Support$100,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sales Taxes Payable$1,547
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“There are two married couples on the board: Charlotte and Robert Lewis, Philip and Eleanor Straub. Linda Ferguson is the mother of Amy Ferguson.”

Members or stockholder classes and rights Part VI line 6

“Dues paying members elect the following officers: President, President-elect, Vice President of Administration, Vice-President of Education & Outreach Programs, Vice-President of Fundraising, Corresponding Secretary, Recording Secretary and Treasurer. The offices of President, President-elect and Vice-Presidents may be shared by two persons.”

Member election for additional members Part VI line 7A

“Members have no governing ability, except in annual election for certain officers as described above.”

Committee meeting documentation Part VI line 8B

“No minutes are prepared at committee meetings”

Form 990 governing body review Part VI line 11

“Form 990 is reviewed by the Finance Committee before the return is filed. The complete return (Form 990) is made available to all board members at the next regular board meeting or upon request.”

Conflict of interest policy compliance Part VI line 12C

“If the board of directors has reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, it shall inform such member of the basis for such belief and afford the member an opportunity to explain the alleged failure to disclose. After hearing the members response, the board will take appropriate action.”

Governing documents etc available to public Part VI line 19

“These Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Symphony Volunteers Inc
EIN
72-1199318
In Care Of
% Robert Lewis
Phone
5042883770
Address
P O Box 4036, New Orleans, LA 70178-4036
Doing Business As
LPO Volunteers

Signing Officer

Name
Robert Lewis
Title
President
Phone
5042883770
Signed
2025-08-26
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
La
Voting Board Members
30
Independent Board Members
30
Employees
7
Volunteers
173

Preparer

Firm
ALL Accounting & Tax Consultants
Address
450 N Causeway Blvd Ste G, Mandeville, LA 70448
Preparer
Deborah Pareti
Phone
9858750500
Raw XML AppendixShowing 400 of 603 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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