Civic Intelligence

Symphony Tacoma

EIN 91-6032976 • 501(c)3 • Tacoma, WA

Profile

Symphony tacoma's mission is "building community through music."

901 Broadway Suite 600Tacoma, WA 98402

www.symphonytacoma.org

Siviq Scores

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

Liabilities / Assets

47th percentile

0.05x

Higher debt load relative to assets than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

46th percentile

0.06x

Higher debt load relative to revenue than 46% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

65th percentile

13%

Higher net margin than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

79th percentile

21%

Faster asset growth than 79% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

70%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$1,919,271

Up $331,686 (+21%) from 2023

Liabilities

Up

$102,794

Up $6,735 (+7.0%) from 2023

Net Assets

Up

$1,816,477

Up $324,951 (+22%) from 2023

Operations
Liabilities / Revenue46th percentileNet Margin65th percentile

Revenue

Up

$1,766,789

Up $729,036 (+70%) from 2023

Expenses

Up

$1,535,727

Up $88,167 (+6.1%) from 2023

Net Income

Up

$231,062

Up $640,869 (+156%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $569,706Liabilities 2010: $134,404Net Assets 2010: $435,3022010Assets 2011: $601,007Liabilities 2011: $89,334Net Assets 2011: $511,6732011Assets 2012: $980,481Liabilities 2012: $128,721Net Assets 2012: $851,7602012Assets 2013: $1,047,445Liabilities 2013: $98,757Net Assets 2013: $948,6882013Assets 2014: $1,093,518Liabilities 2014: $74,937Net Assets 2014: $1,018,5812014Assets 2015: $1,106,030Liabilities 2015: $79,276Net Assets 2015: $1,026,7542015Assets 2016: $1,098,894Liabilities 2016: $108,080Net Assets 2016: $990,8142016Assets 2017: $1,198,214Liabilities 2017: $118,545Net Assets 2017: $1,079,6692017Assets 2018: $1,346,578Liabilities 2018: $130,079Net Assets 2018: $1,216,4992018Assets 2019: $1,350,657Liabilities 2019: $130,269Net Assets 2019: $1,220,3882019Assets 2020: $1,550,445Liabilities 2020: $276,036Net Assets 2020: $1,274,4092020Assets 2021: $1,872,215Liabilities 2021: $224,531Net Assets 2021: $1,647,6842021Assets 2022: $1,937,065Liabilities 2022: $93,993Net Assets 2022: $1,843,0722022Assets 2023: $1,587,585Liabilities 2023: $96,059Net Assets 2023: $1,491,5262023Assets 2024: $1,919,271Liabilities 2024: $102,794Net Assets 2024: $1,816,4772024

Highlighted filing

2024

Assets$1,919,271
Liabilities$102,794
Net Assets$1,816,477
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $848,4302010Expenses 2011: $890,6912011Expenses 2012: $866,5272012Expenses 2013: $932,0562013Revenue 2014: $985,530Expenses 2014: $1,021,724Net Income 2014: -$36,1942014Revenue 2015: $1,156,942Expenses 2015: $1,143,936Net Income 2015: $13,0062015Revenue 2016: $1,192,388Expenses 2016: $1,215,442Net Income 2016: -$23,0542016Revenue 2017: $1,222,945Expenses 2017: $1,209,023Net Income 2017: $13,9222017Revenue 2018: $1,377,005Expenses 2018: $1,280,267Net Income 2018: $96,7382018Revenue 2019: $1,215,512Expenses 2019: $1,232,515Net Income 2019: -$17,0032019Revenue 2020: $1,193,620Expenses 2020: $1,168,864Net Income 2020: $24,7562020Revenue 2021: $1,226,846Expenses 2021: $985,028Net Income 2021: $241,8182021Revenue 2022: $1,665,927Expenses 2022: $1,357,994Net Income 2022: $307,9332022Revenue 2023: $1,037,753Expenses 2023: $1,447,560Net Income 2023: -$409,8072023Revenue 2024: $1,766,789Expenses 2024: $1,535,727Net Income 2024: $231,0622024

Highlighted filing

2024

Revenue$1,766,789
Expenses$1,535,727
Net Income$231,062
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,919,271
Liabilities
$102,794
Net assets
$1,816,477
Revenue
$1,766,789
Expenses
$1,535,727
Net income
$231,062
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.92$0.10$1.82$1.77$1.54$0.23
2023Detailed filing. Detailed filing data is available for this year.$1.59$0.10$1.49$1.04$1.45$0.41
2022Detailed filing. Detailed filing data is available for this year.$1.94$0.09$1.84$1.67$1.36$0.31
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.22$1.65$1.23$0.99$0.24
2020Detailed filing. Detailed filing data is available for this year.$1.55$0.28$1.27$1.19$1.17$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.35$0.13$1.22$1.22$1.23$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.35$0.13$1.22$1.38$1.28$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.20$0.12$1.08$1.22$1.21$0.01
2016Summary only. Only limited summary data is available for this year.$1.10$0.11$0.99$1.19$1.22$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.08$1.03$1.16$1.14$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.07$1.02$0.99$1.02$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.10$0.95$0.93
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.13$0.85$0.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.09$0.51$0.89
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.13$0.44$0.85
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$1,895,209
Mission and Program Overview

Mission

Symphony tacoma's mission is "building community through music."

Symphony tacoma's misssion is "building community through music."

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,100,924$1,441,907▲ $340,983
Accounts Receivable$157,984$275,549▲ $117,565
Prepaid Expenses and Deferred Charges$39,456$68,960▲ $29,504
Savings and Temporary Cash Investments$81,438$41,691▼ $39,747
Cash and Non-Interest-Bearing Accounts$135,589$19,142▼ $116,447
Inventories for Sale or Use$16,219$16,147▼ $72
Land, Buildings, and Equipment, Net$7,767$5,572▼ $2,195
Total Assets$1,587,585$1,919,271▲ $331,686
Other Assets Total$48,208$50,303▲ $2,095
Liabilities
Deferred Revenue$82,657$92,108▲ $9,451
Accounts Payable and Accrued Expenses$13,402$10,685▼ $2,717
Total Liabilities$96,059$102,794▲ $6,735
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$664,516$964,467▲ $299,951
Net Assets With Donor Restrictions$827,010$852,010▲ $25,000
Total Net Assets Fund Balance$1,491,526$1,816,477▲ $324,951
Total Liabilities and Net Assets / Fund Balance$1,587,585$1,919,271▲ $331,686

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,572$122,982$128,554

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,031,682$227,250▲ $8,873-$1,267,412
2022$1,007,227$1,750▲ $23,097-$1,031,682
2021$1,102,990$1,250▼ $96,633-$1,007,227
2020$1,001,701$1,000▲ $144,800$44,100$1,102,990
2019$1,006,270$1,055▲ $38,526$43,700$1,001,701
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Sarah IoannidesMusic DirectorFT$113,644$113,644
Karina BharneExecutive DirectorFT$50,000$50,000
Bill RybergInterim Executive DirectorFT$44,385$44,385
Jenni WarrensExecutive DirectorFT$7,716$7,716

Board Members and Trustees

NameTitle
Sharon FreemanVice President
Alecia CunninghamBoard Member
Bil MossBoard Member
Christina AbbyBoard Member
Connie BaconBoard Member
Diana GreenBoard Member
Dianne K ConwayBoard Member
J Alan GoddardBoard Member
Jim DoyleBoard Member
Karina BuschBoard Member
Kit EvansBoard Member
Liesl SantkuylBoard Member
Mary HammondBoard Member
Max ThayerBoard Member
Nathan RosenbaumBoard Member
Patricia WoosterBoard Member
Paula SimonBoard Member
Sharon Bourne-leaderBoard Member
Tracy DoyleBoard Member
Rick MeederPreident
Troy BaileySecretary
Julie DubnarTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,420,870
Program Service Revenue
$306,314
Investment Income
$23,182
Other Revenue
$16,423
All Other Contributions
$743,471
Change in Net Assets
$231,062

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 Amount
Other Non Cash Contri Table22$29,679
Total Noncash Contributions22$29,679
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,023,897
Other Expenses$511,830
Total Fundraising Expense$288,185
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$378,694$212,964-$591,658
Current Officers, Directors, Trustees, and Key Employees$177,698$44,091$61,261$283,050
Fees for Services Other$110,052$75$24,029$134,156
Advertising$8,030-$112,691$120,721
Other Employee Benefits$8,945$54,399$11,395$74,739
Payroll Taxes$47,836$21,492$5,122$74,450
Occupancy$38,009$12,573$2,650$53,232
Office Expenses$19,592$24,823$7,596$52,011
All Other Expenses$3,655$15,077$6,004$24,736
Fees for Services Accounting-$14,150-$14,150
Insurance-$13,026-$13,026
Other Expenses$7,960$3,708$3,428$11,668
Travel-$2,287-$2,287
Depreciation Depletion$959$1,236-$2,195
Conferences and Meetings$20$1,812$4$1,836
Fees for Services Management$1,725--$1,725
Total Functional Expenses$825,108$422,434$288,185$1,535,727
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$144,843
Fundraising Direct Expenses$128,420
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$247,681$144,843$81,493$63,350
Total Events$247,681$144,843$128,420$16,423
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
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
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, Section B, Line 11B

“The form 990 is reviewed by the finance committee and the board of directors receives a copy of the return before it is filed.”

Form 990, Part VI, Section B, Line 12C

“Any conflicts of interest that arise are researched and assessed by an appropriate and knowledgeable employee.”

Form 990, Part VI, Section B, Line 15

“Officer's salaries are based on comparable market rates for the industry and are required to be less than a particular percentage of the overall budget. Salaries are approved by the board annually as a part of the annual budgeting process.”

Form 990, Part VI, Section C, Line 19

“These documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Symphony Tacoma
EIN
91-6032976
Phone
9078886500
Address
901 BROADWAY SUITE 600, TACOMA, WA 98402

Signing Officer

Name
Jenni Warren
Title
Executive Director
Phone
2532727264
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jenni Warren
Formed
1946
Legal Domicile
Wa
Voting Board Members
22
Independent Board Members
22
Employees
146
Volunteers
120

Preparer

Firm
Brink & Sadler Cpas
Address
5127 112TH STREET SW, LAKEWOOD, WA 98499-3017
Preparer
Mark Edgecomb
Phone
2535824700
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4A

“Program service accomplishments: performance and other opportunities. We brought musicians to perform at neighborhood events, farmer's market and offered free masterclass led by notable artists.”

Financial Statement Notes

Part V, Line 4

“The organization's finance committee exercises ordinary business care and prudence under the facts and circumstances prevailing at the time of the action or decision, and in so doing, they consider the short- and long-term need of the organization in carrying out its charitable or other eleemosynary purposes.”

Raw XML AppendixShowing 400 of 641 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/ProgramServiceRevenueGrp/Desc1OTHER INCOME
IRS990/ProgramServiceRevenueGrp/Desc2PROJECT MERCHANDISE SA

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