Civic Intelligence

Victoria Symphony Society Inc

EIN 74-1907660 • 501(c)3 • Victoria, TX

Profile

To provide performances of the

405 E Loma VistaVictoria, TX 77901

victoriasymphony.com

Siviq Scores

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

Liabilities / Assets

79th percentile

0.29x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

80th percentile

0.24x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

23rd percentile

-8.1%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

13th percentile

-29%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$594,871

Down $52,510 (-8.1%) from 2024

Liabilities

Up

$171,249

Up $30,013 (+21%) from 2024

Net Assets

Down

$423,622

Down $82,523 (-16%) from 2024

Operations
Liabilities / Revenue80th percentileNet Margin22nd percentile

Revenue

Down

$706,774

Down $289,245 (-29%) from 2024

Expenses

Down

$789,297

Down $166,042 (-17%) from 2024

Net Income

Down

-$82,523

Down $123,203 (-303%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$800K$600K$400K$200K$0Assets 2011: $146,630Liabilities 2011: $56,922Net Assets 2011: $89,7082011Assets 2012: $176,091Liabilities 2012: $64,151Net Assets 2012: $111,9402012Assets 2013: $279,958Liabilities 2013: $114,503Net Assets 2013: $165,4552013Assets 2014: $285,559Liabilities 2014: $101,666Net Assets 2014: $183,8932014Assets 2015: $326,193Liabilities 2015: $111,983Net Assets 2015: $214,2102015Assets 2016: $498,385Liabilities 2016: $88,304Net Assets 2016: $410,0812016Assets 2017: $463,221Liabilities 2017: $71,427Net Assets 2017: $391,7942017Assets 2018: $465,705Liabilities 2018: $120,113Net Assets 2018: $345,5922018Assets 2019: $477,193Liabilities 2019: $125,703Net Assets 2019: $351,4902019Assets 2020: $523,252Liabilities 2020: $108,362Net Assets 2020: $414,8902020Assets 2021: $555,856Liabilities 2021: $97,451Net Assets 2021: $458,4052021Assets 2022: $604,493Liabilities 2022: $119,633Net Assets 2022: $484,8602022Assets 2023: $624,579Liabilities 2023: $155,635Net Assets 2023: $468,9442023Assets 2024: $647,381Liabilities 2024: $141,236Net Assets 2024: $506,1452024Assets 2025: $594,871Liabilities 2025: $171,249Net Assets 2025: $423,6222025

Highlighted filing

2025

Assets$594,871
Liabilities$171,249
Net Assets$423,622
Open 2025 Filing

Operations Trend

Revenue Growth13th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $526,0712011Revenue 2012: $540,738Expenses 2012: $518,506Net Income 2012: $22,2322012Expenses 2013: $559,6472013Revenue 2014: $677,598Expenses 2014: $649,674Net Income 2014: $27,9242014Revenue 2015: $705,936Expenses 2015: $667,964Net Income 2015: $37,9722015Revenue 2016: $846,649Expenses 2016: $688,761Net Income 2016: $157,8882016Revenue 2017: $737,412Expenses 2017: $765,256Net Income 2017: -$27,8442017Revenue 2018: $664,286Expenses 2018: $682,863Net Income 2018: -$18,5772018Revenue 2019: $672,007Expenses 2019: $665,941Net Income 2019: $6,0662019Revenue 2020: $657,672Expenses 2020: $594,181Net Income 2020: $63,4912020Revenue 2021: $332,526Expenses 2021: $289,011Net Income 2021: $43,5152021Revenue 2022: $639,771Expenses 2022: $613,316Net Income 2022: $26,4552022Revenue 2023: $707,155Expenses 2023: $722,473Net Income 2023: -$15,3182023Revenue 2024: $996,019Expenses 2024: $955,339Net Income 2024: $40,6802024Revenue 2025: $706,774Expenses 2025: $789,297Net Income 2025: -$82,5232025

Highlighted filing

2025

Revenue$706,774
Expenses$789,297
Net Income-$82,523
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$594,871
Liabilities
$171,249
Net assets
$423,622
Revenue
$706,774
Expenses
$789,297
Net income
-$82,523
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.95$1.71$4.24$7.07$7.89$0.83
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.47$1.41$5.06$9.96$9.55$0.41
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.25$1.56$4.69$7.07$7.22$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.04$1.20$4.85$6.40$6.13$0.26
2021Detailed filing. Detailed filing data is available for this year.$5.56$0.97$4.58$3.33$2.89$0.44
2020Detailed filing. Detailed filing data is available for this year.$5.23$1.08$4.15$6.58$5.94$0.63
2019Detailed filing. Detailed filing data is available for this year.$4.77$1.26$3.51$6.72$6.66$0.06
2018Detailed filing. Detailed filing data is available for this year.$4.66$1.20$3.46$6.64$6.83$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.63$0.71$3.92$7.37$7.65$0.28
2016Detailed filing. Detailed filing data is available for this year.$4.98$0.88$4.10$8.47$6.89$1.58
2015Detailed filing. Detailed filing data is available for this year.$3.26$1.12$2.14$7.06$6.68$0.38
2014Detailed filing. Detailed filing data is available for this year.$2.86$1.02$1.84$6.78$6.50$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.80$1.15$1.65$5.60
2012Summary only. Only limited summary data is available for this year.$1.76$0.64$1.12$5.41$5.19$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.57$0.90$5.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Jan 16, 2026
Return Version
2024v5.0
Gross Receipts
$790,475
Mission and Program Overview

Mission

To provide performances of the victoria symphony orchestra to the general public.

To provide performances of the victoria symphony orchestra and other musical events to the general public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$241,217$230,881▼ $10,336
Savings and Temporary Cash Investments$251,787$220,181▼ $31,606
Cash and Non-Interest-Bearing Accounts$108,594$109,177▲ $583
Pledges and Grants Receivable$25,679$20,806▼ $4,873
Accounts Receivable$17,273$9,470▼ $7,803
Prepaid Expenses and Deferred Charges$2,831$4,356▲ $1,525
Total Assets$647,381$594,871▼ $52,510
Liabilities
Deferred Revenue$132,713$169,056▲ $36,343
Accounts Payable and Accrued Expenses$8,323$1,789▼ $6,534
Other Liabilities$200$404▲ $204
Total Liabilities$141,236$171,249▲ $30,013
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$506,145$423,622▼ $82,523
Total Net Assets Fund Balance$506,145$423,622▼ $82,523
Total Liabilities and Net Assets / Fund Balance$647,381$594,871▼ $52,510

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$207,485$69,828$277,313
Land$15,000-$15,000
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Ms Helen HultquistPresident
Aaron CorbellDirector
Barbara LackDirector
Daniel KatsDirector
Debbie MorrisDirector
Dolly StokesDirector
Dr Jan JacobDirector
Dr Michael HummelDirector
Gerri SchroederDirector
Grover Ellisor IiiDirector
Jerra LeeDirector
John QuittaDirector
Justin JaksDirector
Karen ParkerDirector
Katherine MyersDirector
Lorraine KatsDirector
Mike MercerDirector
Mrs Christina OlsonDirector
Mrs Kathy FrelsDirector
Mrs Kinsey McgrewDirector
Ms Jo LandrethDirector
Ms Nancy BandyDirector
Ms Sophia KameitjoDirector
Nancy BlackwellDirector
Pam FlournoyDirector
Paula RobinsonDirector
Penni GietzDirector
Randy PriceDirector
Spencer KlotzmanDirector
Tenna ThompsonDirector
Teri MurrayDirector
Terry CullenDirector
William MyersDirector
Chris WallDirector/vic
Keith CoxTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$421,692
Program Service Revenue
$162,126
Investment Income
$3,394
Other Revenue
$119,562
All Other Contributions
$344,886
Change in Net Assets
$-82,523
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$657,680
Salaries, Compensation, and Employee Benefits$131,617
Total Fundraising Expense$41,040
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$39,545$38,156$9,235$86,936
Current Officers, Directors, Trustees, and Key Employees$23,400$24,000$12,600$60,000
Other Salaries and Wages$20,731$19,095$14,730$54,556
Advertising$46,701--$46,701
Other Expenses$18,387$56,605-$18,387
Depreciation Depletion$3,145$7,191-$10,336
Payroll Taxes$3,668$3,379$2,607$9,654
Other Employee Benefits$4,431$1,680$1,296$7,407
Insurance$976$1,817$572$3,365
Fees for Services Accounting-$350-$350
Total Functional Expenses$595,984$152,273$41,040$789,297
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$203,263
Fundraising Direct Expenses$83,701
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Dinner$168,569$168,569$7,845$160,724
Fall Fundraiser$34,694$34,694$20,996$13,698
Total Events$203,263$203,263$83,701$119,562
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Endowment Fund$404
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
Yes
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

“The annual report is reviewed in conjunction with the form 990 to provide understanding of the filing.”

Form 990, Page 6, Part VI, Line 15A

“The executive committee reviews national data provided by the league of american orchestra's to determine the compensation range of the executive director. It then determines the compensation and presents the info to the board.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Victoria Symphony Society Inc
EIN
74-1907660
Phone
3615764500
Address
405 E LOMA VISTA, VICTORIA, TX 77901

Signing Officer

Name
Kimberly Tomasek
Title
Executive Director
Phone
3615764500
Signed
2026-01-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ms Helen Hultquist
Formed
1976
Legal Domicile
TX
Voting Board Members
36
Independent Board Members
36
Employees
4

Preparer

Firm
Michael S Klingle CPA Pllc
Address
PO BOX 2083, VICTORIA, TX 77902-2083
Preparer
Michael Klingle
Phone
3615782721
Supplemental Narrative

Additional Explanations

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

“Performances of the victoria symphony orchestra.”

Form 990, Part IX, Line 24E

“Education & training 8,107 7,483 0 ovation fees 12,885 0 0 building expense 0 12,214 0 bookkeeping fees 0 9,159 0 supplies 697 5,578 697 memberships 5,964 0 0 development fund 0 0 5,577 social cost 1,937 0 1,938 travel & accomodations 3,575 0 0 telephone 1,288 1,187 915 postage 2,632 0 0 ticket cost 1,747 0 0 equipment rental 488 488 108 bank fees 0 1,023 0 other cost 0 908 0 bad debt expense 225 0 0 security cost 0 116 0 total 39,545 38,156 9,235”

Raw XML AppendixShowing 400 of 587 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/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt31DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt32DIRECTOR
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IRS990/OtherExpensesGrp/Desc0ARTISTIC EXPENSES
IRS990/OtherExpensesGrp/Desc1CONCERT PRODUCTION
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