Civic Intelligence

Bozeman Symphony Society

990 • Fiscal year 2021 • EIN 81-6019534

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 11, 2022

Organization ProfileBOZEMANSYMPHONY.ORG
402 E Main Street 202Bozeman, MT 59715

(406) 585-9774

Siviq Scores

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

Liabilities / Assets

64th percentile

0.09x

Higher debt load relative to assets than 64% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.08x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

71st percentile

28%

Higher net margin than 71% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

74th percentile

$62,610

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

84th percentile

52%

Faster asset growth than 84% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

55th percentile

19%

Faster revenue growth than 55% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$828,625

Up $283,924 (+52%) from 2020

Net Assets

Up

$755,189

Up $311,333 (+70%) from 2020

Liabilities

Down

$73,436

Down $27,409 (-27%) from 2020

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin71st percentile

Revenue

Up

$908,996

Up $145,001 (+19%) from 2020

Expenses

Down

$655,641

Down $223,080 (-25%) from 2020

Net Income

Up

$253,355

Up $368,081 (+321%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2021

Assets$828,625
Liabilities$73,436
Net Assets$755,189
Open 2021 Filing

Operations Trend

Revenue Growth55th 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

2021

Revenue$908,996
Expenses$655,641
Net Income$253,355
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 11, 2022
Return Version
2020v4.0
Gross Receipts
$908,996
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$402,013$461,820▲ $59,807
Savings and Temporary Cash Investments$73,447$200,377▲ $126,930
Cash and Non-Interest-Bearing Accounts$63,809$157,954▲ $94,145
Prepaid Expenses and Deferred Charges$3,187$7,000▲ $3,813
Land, Buildings, and Equipment, Net$2,245$1,237▼ $1,008
Accounts Receivable-$237-
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$544,701$828,625▲ $283,924
Other Assets Total-$0-
Liabilities
Unsecured Notes Loans Payable$93,000$66,652▼ $26,348
Accounts Payable and Accrued Expenses$7,845$6,784▼ $1,061
Total Liabilities$100,845$73,436▼ $27,409
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$157,918$411,316▲ $253,398
Net Assets With Donor Restrictions$285,938$343,873▲ $57,935
Total Net Assets Fund Balance$443,856$755,189▲ $311,333
Total Liabilities and Net Assets / Fund Balance$544,701$828,625▲ $283,924

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$413$47,959$48,372
Other Land Buildings-$9,500$9,500
Leasehold Improvements$824$5,348$6,172

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$270,064$2,325▲ $67,741$13,275$326,855
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
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Emily Paris-martinExecutive DirectorFT$55,832$6,778$62,610

Board Members and Trustees

NameTitle
Stephen SchachmanChair
Charles RinkerVice Chair
Angella AhnDirector
Bob RitchieDirector
Carole SissonDirector
Cliff SchutterDirector
Donald GimbelDirector
Heather WhiteDirector
Jecyn BremerDirector
Kenneth MayDirector
Lee SelbyDirector
Tamara Havenhill-jacobsDirector
Tom BrayDirector
Walter WunschDirector
Bill AndersonSecretary
Ben PhinneyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$595,001
Program Service Revenue
$304,753
Investment Income
$9,242
Other Revenue
$0
All Other Contributions
$408,218
Change in Net Assets
$253,355

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 Traded2$52,124Fair Market Value
Total Noncash Contributions2$52,124-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$387,180
Other Expenses$268,461
Total Fundraising Expense$96,040
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$112,640$113,367$34,179$260,186
Current Officers, Directors, Trustees, and Key Employees-$41,875$27,917$69,792
Occupancy$5,514$47,136-$52,650
Advertising$2,004$40,258$4,261$46,523
Payroll Taxes$12,282$16,927$6,771$35,980
Fees for Services Other-$6,667$17,621$24,288
Fees for Services Accounting-$21,400-$21,400
Other Employee Benefits$6,219$8,571$3,429$18,219
Fees for Services Legal-$11,306-$11,306
Travel$8,894$1,923-$10,817
Insurance-$9,568-$9,568
Information Technology$932$4,240-$5,172
Office Expenses-$4,890-$4,890
Pension Plan Contributions$1,025$1,413$565$3,003
Other Expenses$2,360$510$1,297$2,870
All Other Expenses$202$2,108-$2,310
Depreciation Depletion-$1,008-$1,008
Total Functional Expenses$199,238$360,363$96,040$655,641
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
402 E MAIN STREET 202, BOZEMAN, MT 59715

Signing Officer

Name
Stephen Schachman
Title
President
Signed
2022-04-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Schachman
Formed
1968
Legal Domicile
Mt
Voting Board Members
16
Independent Board Members
16
Employees
100
Volunteers
130

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/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
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IRS990/GamingActivitiesInd0false
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InformationTechnologyGrp/ProgramServicesAmt0932
IRS990/InformationTechnologyGrp/TotalAmt05172
IRS990/InsuranceGrp/ManagementAndGeneralAmt09568
IRS990/InsuranceGrp/TotalAmt09568
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09242
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IRS990/LandBldgEquipCostOrOtherBssAmt064044
IRS990/LegalDomicileStateCd0MT
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NoncashContributionsAmt052124
IRS990/NondeductibleContributionsInd0false
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IRS990/OccupancyGrp/ProgramServicesAmt05514
IRS990/OccupancyGrp/TotalAmt052650
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04890
IRS990/OfficeExpensesGrp/TotalAmt04890
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03429
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08571
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt06219
IRS990/OtherEmployeeBenefitsGrp/TotalAmt018219
IRS990/OtherExpensesGrp/Desc0PRODUCTION
IRS990/OtherExpensesGrp/Desc1CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc2EVENTS
IRS990/OtherExpensesGrp/Desc3MISC OPERATIONS EXPS
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08007
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt113172
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26017
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3510
IRS990/OtherExpensesGrp/ProgramServicesAmt046291
IRS990/OtherExpensesGrp/ProgramServicesAmt1875
IRS990/OtherExpensesGrp/ProgramServicesAmt22360
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IRS990/OtherExpensesGrp/TotalAmt113172
IRS990/OtherExpensesGrp/TotalAmt28189
IRS990/OtherExpensesGrp/TotalAmt32870
IRS990/OtherRevenueTotalAmt00
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0112640
IRS990/OtherSalariesAndWagesGrp/TotalAmt0260186
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
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IRS990/PayrollTaxesGrp/ProgramServicesAmt012282
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IRS990/ProgramServiceRevenueGrp/Desc1CONCERT TICKET SALES
IRS990/ProgramServiceRevenueGrp/Desc2CONCESSIONS AND OTHER
IRS990/ProgramServiceRevenueGrp/Desc3PROGRAM ADVERTISING
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1122931
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2237
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1122931
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2237
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IRS990/PYOtherExpensesAmt0256320
IRS990/PYProgramServiceRevenueAmt0405817
IRS990/PYRevenuesLessExpensesAmt0-114726
IRS990/PYSalariesCompEmpBnftPaidAmt0622401
IRS990/PYTotalExpensesAmt0878721
IRS990/PYTotalRevenueAmt0763995
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IRS990/ReconcilationRevenueExpnssAmt0253355
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0304753
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt073447

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$828,625
Liabilities
$73,436
Net assets
$755,189
Revenue
$908,996
Expenses
$655,641
Net income
$253,355
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