Civic Intelligence

Temple Symphony Orchestra

990 • Fiscal year 2025 • EIN 74-2778141

Jun 01, 2024 to May 31, 2025 • Filed on Dec 17, 2025

100 W Adams Ave Mailbox 10Temple, TX 76501

(254) 778-6683

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

25th percentile

-5.5%

Higher net margin than 25% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

59th percentile

6.8%

Faster asset growth than 59% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

7th percentile

-37%

Faster revenue growth than 7% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,196,569

Up $75,977 (+6.8%) from 2024

Net Assets

Up

$1,196,186

Up $75,594 (+6.7%) from 2024

Liabilities

Up

$383

Up $383 from 2024

Revenue

Down

$186,740

Down $108,380 (-37%) from 2024

Expenses

Down

$197,025

Down $44,027 (-18%) from 2024

Net Income

Down

-$10,285

Down $64,353 (-119%) from 2024

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0-$500KAssets 2009: $13,712Liabilities 2009: $96,5272009Assets 2010: -$3,074Liabilities 2010: $91,0512010Assets 2011: $3,636Liabilities 2011: $81,844Net Assets 2011: -$78,2082011Assets 2012: $8,719Liabilities 2012: $67,247Net Assets 2012: -$58,5282012Assets 2013: $109,546Liabilities 2013: $66,337Net Assets 2013: $43,2092013Assets 2014: $159,879Liabilities 2014: $0Net Assets 2014: $159,8792014Assets 2015: $218,504Liabilities 2015: $918Net Assets 2015: $217,5862015Assets 2016: $252,194Liabilities 2016: $4,591Net Assets 2016: $247,6032016Assets 2017: $235,512Liabilities 2017: $2,003Net Assets 2017: $233,5092017Assets 2018: $369,801Liabilities 2018: $1,941Net Assets 2018: $367,8602018Assets 2019: $430,472Liabilities 2019: $1,860Net Assets 2019: $428,6122019Assets 2020: $576,630Liabilities 2020: $13,341Net Assets 2020: $563,2892020Assets 2021: $796,565Liabilities 2021: $13,278Net Assets 2021: $783,2872021Assets 2022: $859,764Liabilities 2022: $863Net Assets 2022: $858,9012022Assets 2023: $896,860Liabilities 2023: $746Net Assets 2023: $896,1142023Assets 2024: $1,120,592Liabilities 2024: $0Net Assets 2024: $1,120,5922024Assets 2025: $1,196,569Liabilities 2025: $383Net Assets 2025: $1,196,1862025

Highlighted filing

2025

Assets$1,196,569
Liabilities$383
Net Assets$1,196,186

Operations Trend

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

$400K$200K$0-$200KRevenue 2009: $283,635Expenses 2009: $318,167Net Income 2009: -$34,5322009Revenue 2010: $271,473Expenses 2010: $282,783Net Income 2010: -$11,3102010Revenue 2011: $301,423Expenses 2011: $282,340Net Income 2011: $19,0832011Expenses 2012: $221,4682012Expenses 2013: $177,2622013Revenue 2014: $304,733Expenses 2014: $188,063Net Income 2014: $116,6702014Revenue 2015: $270,732Expenses 2015: $215,100Net Income 2015: $55,6322015Revenue 2016: $99,326Expenses 2016: $69,309Net Income 2016: $30,0172016Revenue 2017: $71,501Expenses 2017: $85,595Net Income 2017: -$14,0942017Revenue 2018: $251,357Expenses 2018: $117,006Net Income 2018: $134,3512018Revenue 2019: $170,842Expenses 2019: $110,090Net Income 2019: $60,7522019Revenue 2020: $233,494Expenses 2020: $98,817Net Income 2020: $134,6772020Revenue 2021: $263,062Expenses 2021: $43,064Net Income 2021: $219,9982021Revenue 2022: $133,713Expenses 2022: $58,099Net Income 2022: $75,6142022Revenue 2023: $130,081Expenses 2023: $251,574Net Income 2023: -$121,4932023Revenue 2024: $295,120Expenses 2024: $241,052Net Income 2024: $54,0682024Revenue 2025: $186,740Expenses 2025: $197,025Net Income 2025: -$10,2852025

Highlighted filing

2025

Revenue$186,740
Expenses$197,025
Net Income-$10,285
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Dec 17, 2025
Return Version
2024v5.2
Gross Receipts
$186,740
Mission and Program Overview

Mission

The temple symphony orchestra's mission is to entertain, to educate, and to enrich the cultural life of central texas. The organization performs live symphonic music concerts in bell and williamson county. The symphony is a professional orchestra with high standards that provide a variety of styles to appeal to a diverse audience.

"the temple symphony orchestra's mission is to entertain, to educate, and to enrich the cultural life of central texas. Our mission is supported by providing a broad repertoire of live music performances of the highest artistic standards to a wide and diverse audience and by educating students and adults about our rich musical traditions. The tso is dedicated to making the orchestral experience accessible and appealing to everyone and is committed to providing the community with quality musical programming featuring local as well as national and international artists performing classical music, pops, and jazz."

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,120,592$1,196,186▲ $75,594
Investments in Publicly Traded Securities$1,097,087$1,130,125▲ $33,038
Cash and Non-Interest-Bearing Accounts$5,722$44,939▲ $39,217
Savings and Temporary Cash Investments$17,783$21,505▲ $3,722
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,120,592$1,196,569▲ $75,977
Liabilities
Other Liabilities-$383-
Total Liabilities$0$383▲ $383
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,120,592$1,196,186▲ $75,594
Total Liabilities and Net Assets / Fund Balance$1,120,592$1,196,569▲ $75,977
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kim MagyarBoard President
Anupama Ancha ChristiansenBoard President-elect
Ace Mitch ConnellBoard Member
Ernesto LopezBoard Member
Johnny DukeBoard Member
Luke DavidBoard Member
Marcos DuranBoard Member
Mercedes ArroligaBoard Member
Wilma CarpentierBoard Member
Rhonda RamirezBoard Secretary
Shane IceBoard Treasuerer
Revenue and Support

Revenue Composition

Contributions and Grants
$138,299
Program Service Revenue
$45,454
Investment Income
$5
Other Revenue
$2,982
All Other Contributions
$25,635
Change in Net Assets
$-10,285
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$190,835
Salaries, Compensation, and Employee Benefits$6,190
Total Fundraising Expense$2,630
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$153,758--$153,758
Advertising$19,782--$19,782
Comp Disqual Persons$5,750--$5,750
Fees for Services Accounting-$5,058-$5,058
Insurance$3,142--$3,142
Office Expenses-$1,777-$1,777
All Other Expenses$240$496-$736
Travel$635--$635
Other Expenses$904-$500$500
Royalties$441--$441
Payroll Taxes$440--$440
Total Functional Expenses$187,064$7,331$2,630$197,025
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
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
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

Reviewed first at the finance committee meeting and then shared with the entire board via email prior to filing.

Form 990, Part VI, Section C, Line 19

Documents are available upon request

Filing and Contact Details

Filer

Filer Name
Temple Symphony Orchestra
EIN
74-2778141
Phone
2547786683
Address
100 W ADAMS AVE MAILBOX 10, TEMPLE, TX 76501

Signing Officer

Name
Carrie Trees
Title
Executive Director
Phone
2547736683
Signed
2025-12-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carrie Trees
Formed
1996
Legal Domicile
TX
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
21

Preparer

Firm
Pattillo Brown & Hill Llp
Address
P O BOX 20725, WACO, TX 76702-0725
Preparer
Crystal Bell CPA
Phone
2547724901
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contract labor: program service expenses 153,758. Management and general expenses 0. Fundraising expenses 0. Total expenses 153,758.

FORM 990, PART XII, LINE 2C:

AVAILABLE UPON REQUEST

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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/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt084819
IRS990/PYOtherExpensesAmt0211440
IRS990/PYOtherRevenueAmt011212
IRS990/PYProgramServiceRevenueAmt059824
IRS990/PYRevenuesLessExpensesAmt054068
IRS990/PYSalariesCompEmpBnftPaidAmt029612
IRS990/PYTotalExpensesAmt0241052
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0295120
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-10285
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt048441
IRS990/RoyaltiesGrp/ProgramServicesAmt0441
IRS990/RoyaltiesGrp/TotalAmt0441
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01120592
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01196186
IRS990/SavingsAndTempCashInvstGrp/BOYAmt017783
IRS990/SavingsAndTempCashInvstGrp/EOYAmt021505
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0123135
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0126730
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0101330
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0156590
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt037779
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0545564
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01564
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0858
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02442
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04873
IRS990ScheduleA/PublicSupportCY170Pct00.99110
IRS990ScheduleA/PublicSupportPY170Pct00.99020
IRS990ScheduleA/PublicSupportTotal170Amt0545564
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0123135
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0126730
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0101330
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0156590
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt037779
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0545564
IRS990ScheduleA/TotalSupportAmt0550437
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt0383
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0383
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED FIRST AT THE FINANCE COMMITTEE MEETING AND THEN SHARED WITH THE ENTIRE BOARD VIA EMAIL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONTRACT LABOR: PROGRAM SERVICE EXPENSES 153,758. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 153,758.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0TX
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01120592
IRS990/TotalAssetsEOYAmt01196569
IRS990/TotalAssetsGrp/BOYAmt01120592
IRS990/TotalAssetsGrp/EOYAmt01196569
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0138299
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02630
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07331
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0187064
IRS990/TotalFunctionalExpensesGrp/TotalAmt0197025
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt0383
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0383
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01120592
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01196186
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0187064
IRS990/TotalProgramServiceRevenueAmt045454
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt048441
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0186740
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt021
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01120592
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01196569
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0635
IRS990/TravelGrp/TotalAmt0635
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0100 W ADAMS AVE MAILBOX 10
IRS990/USAddress/CityNm0TEMPLE
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd076501
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.TEMPLESYMPHONYORCHESTRA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARRIE TREES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02547736683
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEMPLE SYMPHONY ORCHESTRA
ReturnHeader/Filer/BusinessNameControlTxt0TEMP
ReturnHeader/Filer/EIN0742778141
ReturnHeader/Filer/PhoneNum02547786683
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 W ADAMS AVE MAILBOX 10
ReturnHeader/Filer/USAddress/CityNm0TEMPLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076501
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0741130599

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.19$0.20$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.30$0.24$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.13$0.25$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.13$0.06$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.80$0.01$0.78$0.26$0.04$0.22
2020Detailed filing. Detailed filing data is available for this year.$0.58$0.01$0.56$0.23$0.10$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.17$0.11$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.25$0.12$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.23$0.07$0.09$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.10$0.07$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.27$0.22$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.30$0.19$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.07$0.04$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.07$0.06$0.22
2011Summary only. Only limited summary data is available for this year.$0.00$0.08$0.08$0.30$0.28$0.02
2010Summary only. Only limited summary data is available for this year.$0.00$0.09$0.27$0.28$0.01
2009Summary only. Only limited summary data is available for this year.$0.01$0.10$0.28$0.32$0.03