Helena Symphony Society
- Assets
- $351.5k
- Revenue
- $815.9k
- Investments
- $0.0
- Employees
- 10
- Location
- Helena, MT
- Founding
- 08/1979
- Data as of
- 06/2021
- EIN
- 81-0352076
Organization Overview
Helena Symphony Society is located in Helena, MT. The organization was established in 1979. According to its NTEE Classification (A69) the organization is classified as: Symphony Orchestras, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 06/2021, Helena Symphony Society employed 10 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Helena Symphony Society is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Helena Symphony Society generated $815.9k in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 2.2% each year. All expenses for the organization totaled $753.8k during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO ENGAGE, ENRICH, TRANSFORM, AND INSPIRE LIVES THROUGH MUSIC.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE HELENA SYMPHONY PROVIDES MUSIC OF THE HIGHEST QUALITY IN LIVE PERFORMANCES FOR THE GREATER HELENA COMMUNITY. IN 2020-21, 15 CONCERTS WERE SCHEDULED (FOUR CANCELLED DUE TO COVID-19) BY A 78-MEMBER REGIONAL PROFESSIONAL ORCHESTRA WITH MUSICIANS FROM THE ENTIRE STATE OF MONTANA, WYOMING, WASHINGTON, UTAH, AND IDAHO. A 120-VOICE MEMBER AUDITIONED (NON-PAID) SYMPHONIC CHORUS JOINS THE SYMPHONY OCCASIONALLY. THE SYMPHONY PERFORMS FOR OVER 30,000 PEOPLE ANNUALLY.COVID-19 MADE US REIMAGINE HOW TO CONTINUE PERFORMING WITHOUT AN AUDIENCE IN ATTENDANCE. AS A RESULT, ALL CONCERTS FROM SEPTEMBER 2020 TO MAY 2021 WERE LIVESTREAMED ONLINE WITH NO AUDIENCE IN THE CONCERT HALL.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Allan R Scott Director & Music Director | OfficerTrustee | 40 | $105,800 |
Sara Groves Director | Trustee | 1 | $5,000 |
Pat Keim President | OfficerTrustee | 4 | $0 |
Alison Paul ESQ Treasurer | OfficerTrustee | 3 | $0 |
Art Bumgardner Director | Trustee | 3.5 | $0 |
Victoria Cech Director | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $114,569 |
| Related organizations | $20,000 |
| Government grants | $105,104 |
| All other contributions, gifts, grants, and similar amounts not included above | $427,982 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $667,655 |
| Total Program Service Revenue | $95,401 |
| Investment income | $477 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $52,342 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $20 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $815,895 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $107,100 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $162,204 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $14,184 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $3,298 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $145,480 |
| Advertising and promotion | $41,765 |
| Office expenses | $25,113 |
| Information technology | $2,119 |
| Royalties | $0 |
| Occupancy | $28,826 |
| Travel | $61,229 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $594 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $7,156 |
| Insurance | $11,635 |
| All other expenses | $0 |
| Total functional expenses | $753,834 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $161 |
| Savings and temporary cash investments | $321,290 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $11,877 |
| Net Land, buildings, and equipment | $18,209 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $351,537 |
| Accounts payable and accrued expenses | $24,838 |
| Grants payable | $0 |
| Deferred revenue | $120,126 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $170,900 |
| Other liabilities | $46,969 |
| Total liabilities | $362,833 |
| Net assets without donor restrictions | -$38,046 |
| Net assets with donor restrictions | $26,750 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $351,537 |
Grants Recieved
Over the last fiscal year, we have identified 4 grants that Helena Symphony Society has recieved totaling $51,812.
| Awarding Organization | Amount |
|---|---|
Aarp Washington, DC PURPOSE: Sponsorship of Symphony programs | $35,000 |
Montana Community Foundation Inc Helena, MT PURPOSE: 2021 ANNUAL DISTRIBUTION | $11,099 |
Ayco Charitable Foundation Cohoes, NY PURPOSE: ARTS AND CULTURE | $5,500 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $213 |
Endowment Analysis
| Beg. Balance | $295,925 |
| Ending Balance | $295,925 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Boise Philharmonic Association Inc Boise, ID | $1,686,396 | $2,920,206 |
South Dakota Symphony Orchestra Sioux Falls, SD | $2,471,738 | $2,231,218 |
Billings Symphony Society Billings, MT | $4,831,498 | $2,161,521 |
Cheyenne Symphony Orchestra Cheyenne, WY | $1,141,366 | $679,698 |
Helena Symphony Society Helena, MT | $351,537 | $815,895 |
Fargo-Moorhead Orchestral Fargo, ND | $390,819 | $828,935 |
Great Falls Symphony Asso Inc Great Falls, MT | $1,881,219 | $729,276 |
Bozeman Symphony Society Bozeman, MT | $828,625 | $908,996 |
Glacier Symphony And Chorale Inc Kalispell, MT | $525,029 | $674,842 |
Missoula Civic Symphony Association Missoula, MT | $866,121 | $720,309 |
Idaho Falls Symphony Society Inc Idaho Falls, ID | $458,367 | $588,403 |
Wyoming Symphony Orchestra Casper, WY | $456,448 | $471,001 |