Civic Intelligence

Bozeman Symphony Society

990 • Fiscal year 2020 • EIN 81-6019534

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 14, 2020

Organization ProfileBOZEMANSYMPHONY.ORG
1001 West OakBozeman, MT 59715

(406) 585-9774

Siviq Scores

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

Liabilities / Assets

68th percentile

0.19x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.13x

Higher debt load relative to revenue than 62% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

73rd percentile

$62,634

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

12th percentile

-10%

Faster asset growth than 12% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

40th percentile

-7.6%

Faster revenue growth than 40% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$544,701

Down $62,900 (-10%) from 2019

Net Assets

Down

$443,856

Down $120,488 (-21%) from 2019

Liabilities

Up

$100,845

Up $57,588 (+133%) from 2019

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin19th percentile

Revenue

Down

$763,995

Down $63,111 (-7.6%) from 2019

Expenses

Up

$878,721

Up $12,245 (+1.4%) from 2019

Net Income

Down

-$114,726

Down $75,356 (-191%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$1.0M$500K$0Assets 2011: $357,211Liabilities 2011: $28,151Net Assets 2011: $329,0602011Assets 2012: $425,115Liabilities 2012: $129,525Net Assets 2012: $295,5902012Assets 2013: $359,612Liabilities 2013: $94,205Net Assets 2013: $265,4072013Assets 2014: $326,351Liabilities 2014: $97,425Net Assets 2014: $228,9262014Assets 2015: $424,209Liabilities 2015: $137,813Net Assets 2015: $286,3962015Assets 2016: $357,826Liabilities 2016: $34,488Net Assets 2016: $323,3382016Assets 2017: $420,793Liabilities 2017: $20,820Net Assets 2017: $399,9732017Assets 2018: $647,905Liabilities 2018: $37,315Net Assets 2018: $610,5902018Assets 2019: $607,601Liabilities 2019: $43,257Net Assets 2019: $564,3442019Assets 2020: $544,701Liabilities 2020: $100,845Net Assets 2020: $443,8562020Assets 2021: $828,625Liabilities 2021: $73,436Net Assets 2021: $755,1892021Assets 2022: $825,039Liabilities 2022: $200,753Net Assets 2022: $624,2862022Assets 2023: $989,902Liabilities 2023: $607,793Net Assets 2023: $382,1092023Assets 2024: $887,212Liabilities 2024: $638,902Net Assets 2024: $248,3102024Assets 2025: $865,623Liabilities 2025: $605,384Net Assets 2025: $260,2392025

Highlighted filing

2020

Assets$544,701
Liabilities$100,845
Net Assets$443,856
Open 2020 Filing

Operations Trend

Revenue Growth40th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $721,0092011Expenses 2012: $757,6892012Expenses 2013: $776,2882013Revenue 2014: $662,126Expenses 2014: $718,795Net Income 2014: -$56,6692014Revenue 2015: $752,693Expenses 2015: $697,082Net Income 2015: $55,6112015Revenue 2016: $765,543Expenses 2016: $773,475Net Income 2016: -$7,9322016Revenue 2017: $833,526Expenses 2017: $758,854Net Income 2017: $74,6722017Revenue 2018: $1,059,605Expenses 2018: $829,023Net Income 2018: $230,5822018Revenue 2019: $827,106Expenses 2019: $866,476Net Income 2019: -$39,3702019Revenue 2020: $763,995Expenses 2020: $878,721Net Income 2020: -$114,7262020Revenue 2021: $908,996Expenses 2021: $655,641Net Income 2021: $253,3552021Revenue 2022: $1,499,677Expenses 2022: $1,584,733Net Income 2022: -$85,0562022Revenue 2023: $1,779,404Expenses 2023: $2,030,242Net Income 2023: -$250,8382023Revenue 2024: $2,087,410Expenses 2024: $2,242,567Net Income 2024: -$155,1572024Revenue 2025: $2,427,627Expenses 2025: $2,432,445Net Income 2025: -$4,8182025

Highlighted filing

2020

Revenue$763,995
Expenses$878,721
Net Income-$114,726
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 14, 2020
Return Version
2019v5.0
Gross Receipts
$763,995
Mission and Program Overview

Mission

The bozeman symphony provides programming for the benefit of individuals, students and musicians.

The bozeman symphony presents a repertoire of symphonic and choral music performed for the benefit of individuals, students and musicians residing in south-central montana. In addition to a wide variety of programming, the bozeman symphony supports educational programs and community outreach.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$278,876$402,013▲ $123,137
Savings and Temporary Cash Investments$240,723$73,447▼ $167,276
Cash and Non-Interest-Bearing Accounts$82,749$63,809▼ $18,940
Prepaid Expenses and Deferred Charges$2,000$3,187▲ $1,187
Land, Buildings, and Equipment, Net$3,253$2,245▼ $1,008
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$607,601$544,701▼ $62,900
Other Assets Total-$0-
Liabilities
Unsecured Notes Loans Payable-$93,000-
Accounts Payable and Accrued Expenses$43,257$7,845▼ $35,412
Total Liabilities$43,257$100,845▲ $57,588
Net Assets / Fund Balance
Net Assets With Donor Restrictions$368,010$285,938▼ $82,072
Net Assets Without Donor Restrictions$196,334$157,918▼ $38,416
Total Net Assets Fund Balance$564,344$443,856▼ $120,488
Total Liabilities and Net Assets / Fund Balance$607,601$544,701▼ $62,900

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$803$47,569$48,372
Other Land Buildings-$9,500$9,500
Leasehold Improvements$1,442$4,730$6,172

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$278,876$1,325▲ $3,421$13,558$270,064
2018$263,396-▲ $15,480-$278,876
2017$245,392$5,214▲ $12,790-$263,396
2016$224,147$1,300▲ $19,945-$245,392
2015$221,244$1,500▲ $3,436-$224,147
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Emily Paris-martinExecutive DirectorFT$55,717$6,917$62,634

Board Members and Trustees

NameTitle
Stephen SchachmanChair
Bill AndersonVice Chair
Angella AhnDirector
Carole SissonDirector
Charles RinkerDirector
Cliff SchutterDirector
Donald GimbelDirector
Jecyn BremerDirector
Lee SelbyDirector
Walter WunschDirector
Stuart WhitehairSecretary
Ben PhinneyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$345,721
Program Service Revenue
$405,817
Investment Income
$12,457
Other Revenue
$0
All Other Contributions
$345,721
Change in Net Assets
$-114,726

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5$61,353Fair Market Value
Total Noncash Contributions5$61,353-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$622,401
Other Expenses$256,320
Total Fundraising Expense$64,368
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$335,226$78,902$2,667$416,795
Current Officers, Directors, Trustees, and Key Employees$36,000$41,750$51,833$129,583
Occupancy$36,983$36,807-$73,790
Payroll Taxes$34,772$15,391$6,840$57,003
Advertising$33,677--$33,677
Fees for Services Accounting-$20,301-$20,301
Fees for Services Other-$19,545-$19,545
Other Employee Benefits$1,123$11,207$2,026$14,356
Fees for Services Legal-$14,183-$14,183
Information Technology-$7,487-$7,487
Travel$5,973--$5,973
Pension Plan Contributions$1,444$2,218$1,002$4,664
Other Expenses$17,315$3,179-$3,179
Insurance-$3,116-$3,116
Office Expenses-$2,393-$2,393
All Other Expenses$499$1,675-$2,174
Depreciation Depletion-$1,008-$1,008
Total Functional Expenses$524,511$289,842$64,368$878,721
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

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

Form 990, Part VI, Line 11B: Form 990 Review Process

“A copy of the form 990 is provided to the members of the governing body prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Management monitors and enforces compliance with the policy through regular review of potential conflicts.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents, policies, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Bozeman Symphony Society
EIN
81-6019534
Phone
4065859774
Address
1001 WEST OAK, BOZEMAN, MT 59715

Signing Officer

Name
Stephen Schachman
Title
President
Signed
2020-12-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Schachman
Formed
1968
Legal Domicile
Mt
Voting Board Members
12
Independent Board Members
12
Employees
123
Volunteers
156

Preparer

Firm
Amatics CPA Group
Address
45 Discovery Drive, Bozeman, MT 59718
Preparer
Morgan Scarr
Phone
4064041925
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The bozeman symphony society endowment fund was established in 1998 by the board of directors to identify those donors whose vision for the future of the symphony is demonstrated by their support of its endowment. The society gratefully acknowledges any friend who makes provision for the symphony through the fund as a part of his or her estate planning or who wishes to make a direct gift to the fund. Your contribution to the fund brings the satisfaction of encouraging the symphony of today and perpetuating the symphony of tomorrow.”

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IRS990/ActivityOrMissionDesc0THE BOZEMAN SYMPHONY PRESENTS A REPERTOIRE OF SYMPHONIC AND CHORAL MUSIC PERFORMED FOR THE BENEFIT OF INDIVIDUALS, STUDENTS AND MUSICIANS RESIDING IN SOUTH-CENTRAL MONTANA. IN ADDITION TO A WIDE VARIETY OF PROGRAMMING, THE BOZEMAN SYMPHONY SUPPORTS EDUCATIONAL PROGRAMS AND COMMUNITY OUTREACH.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chair
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OccupancyGrp/ProgramServicesAmt036983
IRS990/OccupancyGrp/TotalAmt073790
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IRS990/OfficeExpensesGrp/TotalAmt02393
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IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc1ARTISTIC
IRS990/OtherExpensesGrp/Desc2PRODUCTION
IRS990/OtherExpensesGrp/Desc3Postage and Shipping
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13179
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IRS990/OtherExpensesGrp/TotalAmt121499
IRS990/OtherExpensesGrp/TotalAmt217315
IRS990/OtherExpensesGrp/TotalAmt33179
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02667
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt078902
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0416795
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt06840
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015391
IRS990/PayrollTaxesGrp/ProgramServicesAmt034772
IRS990/PayrollTaxesGrp/TotalAmt057003
IRS990/PensionPlanContributionsGrp/FundraisingAmt01002
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02218
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01444
IRS990/PensionPlanContributionsGrp/TotalAmt04664
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03187
IRS990/PrincipalOfficerNm0STEPHEN SCHACHMAN
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc1CONCERT TICKET SALES
IRS990/ProgramServiceRevenueGrp/Desc2CONCESSIONS AND OTHER
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1299519
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21897
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt321216
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21897
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYOtherExpensesAmt0321083
IRS990/PYOtherRevenueAmt019791
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IRS990/PYRevenuesLessExpensesAmt0-39370
IRS990/PYSalariesCompEmpBnftPaidAmt0545393
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IRS990/ReconcilationRevenueExpnssAmt0-114726
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IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt034028
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt09100
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0483158
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0298510
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0405817
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0497660
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0467911
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0324630
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0428358
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02124376
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt011856
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt056143
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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$544,701
Liabilities
$100,845
Net assets
$443,856
Revenue
$763,995
Expenses
$878,721
Net income
-$114,726
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.61$0.26$2.43$2.43$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.89$0.64$0.25$2.09$2.24$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.61$0.38$1.78$2.03$0.25
2022Detailed filing. Detailed filing data is available for this year.$0.83$0.20$0.62$1.50$1.58$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.83$0.07$0.76$0.91$0.66$0.25
2020Detailed filing. Detailed filing data is available for this year.$0.54$0.10$0.44$0.76$0.88$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.61$0.04$0.56$0.83$0.87$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.65$0.04$0.61$1.06$0.83$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.42$0.02$0.40$0.83$0.76$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.36$0.03$0.32$0.77$0.77$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.14$0.29$0.75$0.70$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.10$0.23$0.66$0.72$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.09$0.27$0.78
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.13$0.30$0.76
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.03$0.33$0.72
Peer Organizations

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