Springfield Symphony Orchestra FY2022 filing

Tax-deductible

Springfield, MA501(c)(3)Arts & CultureEIN 04-2210746

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To maintain and develop a professional Symphony Orchestra that produces performances of high artistic quality that educate and entertain audiences of all ages.

501(c)(3) charity; gifts are tax-deductible.
77¢ of each $1 spent went to programs.
$77K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $202K a year · 13% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
77%
of spending
Looks good: 77% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$77K
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $177K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$76K
1.0% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 9 voting members
Looks good: 8 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.2M
-4% vs prior year
Spent
$1.1M
To programs
77%
Net assets
$7.7M
By yearFY2020–FY2025
Revenue
$1.2M
FY2022▼ -4%
Revenue by fiscal year
FY2020$1.4M
FY2021$1.2M
FY2022$1.2M
FY2023$1.4M
FY2024$2.0M
FY2025$1.9M
Expenses
$1.1M
FY2022▲ +21%
Expenses by fiscal year
FY2020$1.9M
FY2021$897K
FY2022$1.1M
FY2023$1.9M
FY2024$2.3M
FY2025$2.3M
Net assets
$7.7M
FY2022▼ -8%
Net assets by fiscal year
FY2020$6.6M
FY2021$8.3M
FY2022$7.7M
FY2023$6.7M
FY2024$7.0M
FY2025$6.5M

From the FY2022 Form 990 (year ending May 2022) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1945.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

77 cents of each dollar spent went to programs.

Program services 77% · $831K Management & general 16% · $168K Fundraising 8% · $85K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990; $77K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Interim Executive Director
$77,412Pt VII · Sec A
$0Pt VII · Sec A
President and Chair-Management Committee
$0Pt VII · Sec A
Vice President/Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice President- Education and Programming
$0Pt VII · Sec A
Clerk and General Counsel
$0Pt VII · Sec A
$0Pt VII · Sec A

Paul Lambert’s $151K as President & CEO is at the 67th percentile of top reported officer pay among 3924 $1–10M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Paul Lambert$151,000$150,801————
Paul Lambert——$104,308———
Kevin Rhodes————$98,991—
Susan Beaudry————$93,175$76,386
John Anz———$77,412$67,494—
Marsha Harbison—$7,905————
Marsha Harbison——$7,888———
Sarah Sutherland$6,121—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Presents high-quality symphony performances to educate and entertain all ages.

Provided by the organization

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1 program service account for $831K of program spending, described in the organization's own filed words · FY2021.
01

Sso presents programs of classical and popular music in-school educational presentations, youth concerts for elementary students sponsors youth orchestra and instrument petting zoo and volunteer chorus.

$831Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 4 funders →

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$1.2M
Ln 12
Gifts and grantsLn 1h$978K
Investment incomeLn 3$139K
Fees for servicesLn 2g$70K
Money outPt IX
$1.1M
Ln 25
Programscol B$831K
Managementcol C$168K
Fundraisingcol D$85K
Owns and owesPt X
$7.7M
net assets · Ln 32
Cash and savingsLn 1–2$207K
Total assetsLn 16$7.7M
LiabilitiesLn 26$76K
PeoplePt VI, VII
10
listed · VII A
PaidVII A1
Voting boardVI 1a9
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$978K
Fundraising eventsLn 1c$77
Fees for servicesLn 2g$70K
Investment incomeLn 3$139K
Other incomeLn 4–11$2K
Total revenueLn 12$1.2M
Assets in detailPt X, end of year
CashLn 1$2K
SavingsLn 2$206K
Cash and savings togetherLn 1–2$207K
InvestmentsLn 11–13$7.4M
Land, buildings, equipmentLn 10c$16K
Total assetsLn 16$7.7M
LiabilitiesLn 26$76K
Net assetsLn 32$7.7M
OperationsPt I, VI
EmployeesI 5236
VolunteersI 67
Fiscal year endsHeaderMay
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$338K$207K
InvestmentsLn 11–13$8.4M$7.4M
Land, buildings, equipmentLn 10c$19K$16K
Total assetsLn 16$8.7M$7.7M
LiabilitiesLn 26$393K$76K
Net assetsLn 32$8.3M$7.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$77K$51K$16K$10K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$325K$213K$69K$43K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$23K$15K$5K$3K
Payroll taxesLn 10$50K$33K$10K$7K
Management feesLn 11a$0
Legal feesLn 11b$306K$306K
Accounting feesLn 11c$15K$15K
Lobbying feesLn 11d$0
Investment management feesLn 11f$21K$21K
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$17K$17K
Office expensesLn 13$84K$69K$9K$6K
Information technologyLn 14$351$232$72$47
RoyaltiesLn 15$0
OccupancyLn 16$60K$40K$12K$8K
TravelLn 17$22K$15K$4K$3K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$552$552
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$7K$4K$1K$903
InsuranceLn 23$7K$5K$1K$978
Other expenses (24a–d)Ln 24$59K$55K$3K$2K
All other expensesLn 24e$9K$7K$985$646
Total functional expensesLn 25$1.1M$831K$168K$85K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.9M$2.3M−$383K$6.5M 990 PDF
FY2024 $2.0M$2.3M−$325K$7.0M 990 PDF
FY2023 $1.4M$1.9M−$482K$6.7M 990 PDF
FY2022 Viewing $1.2M$1.1M$104K$7.7M 990 PDF
FY2021 $1.2M$897K$347K$8.3M 990 PDF
FY2020 $1.4M$1.9M−$475K$6.6M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (4 parts)
Part VIII · Statement of revenue $1,188,178 across 7 lines filed
VIII-1c Fundraising events$77
VIII-1f All other contributions, gifts and grants$977,477
VIII-1h Total contributions, gifts and grants$977,554
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)$69,659
VIII-3 Investment income$138,865
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)$2,100
VIII-12 Total revenue$1,188,178
Part IX · Statement of functional expenses $1,084,450 across 30 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $51,131 · Management $15,869 · Fundraising $10,412$77,412
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $212,630 · Management $68,881 · Fundraising $43,299$324,810
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $15,136 · Management $4,698 · Fundraising $3,082$22,916
IX-10 Payroll taxesPrograms $32,857 · Management $10,197 · Fundraising $6,690$49,744
IX-11a Management fees$0
IX-11b Legal feesPrograms $306,316$306,316
IX-11c Accounting feesManagement $15,000$15,000
IX-11d Lobbying fees$0
IX-11f Investment management feesManagement $21,152$21,152
IX-11g Other fees for services$0
IX-12 Advertising and promotionPrograms $17,028$17,028
IX-13 Office expensesPrograms $69,043 · Management $9,002 · Fundraising $5,907$83,952
IX-14 Information technologyPrograms $232 · Management $72 · Fundraising $47$351
IX-15 Royalties$0
IX-16 OccupancyPrograms $39,876 · Management $12,375 · Fundraising $8,119$60,370
IX-17 TravelPrograms $15,188 · Management $4,316 · Fundraising $2,832$22,336
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 InterestManagement $552$552
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $4,435 · Management $1,377 · Fundraising $903$6,715
IX-23 InsurancePrograms $4,801 · Management $1,490 · Fundraising $978$7,269
IX-24 Other expenses (24a–d)Programs $55,250 · Management $2,525 · Fundraising $1,656$59,431
IX-24e All other expensesPrograms $7,465 · Management $985 · Fundraising $646$9,096
IX-25 Total functional expensesPrograms $831,388 · Management $168,491 · Fundraising $84,571$1,084,450
Part X · Balance sheet $7,735,857 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $1,500$1,500
X-2 Savings and temporary cash investmentsStart of year $336,275$205,516
X-3 Pledges and grants receivable$100,000
X-9 Prepaid expenses and deferred chargesStart of year $3,202$3,202
X-10c Land, buildings and equipment, netStart of year $19,085$16,258
X-11 Publicly traded securitiesStart of year $7,548,232$6,758,637
X-12 Other securitiesStart of year $810,465$650,744
X-16 Total assetsStart of year $8,718,759$7,735,857
X-17 Accounts payable and accrued expensesStart of year $363,718$75,861
X-26 Total liabilitiesStart of year $392,973$75,861
X-27 Net assets without donor restrictionsStart of year $2,129,926$1,828,863
X-28 Net assets with donor restrictionsStart of year $6,195,860$5,831,133
X-32 Total net assets or fund balancesStart of year $8,325,786$7,659,996
X-33 Total liabilities and net assetsStart of year $8,718,759$7,735,857
Part XI · Reconciliation of net assets $7,659,996 net assets at year end
XI-1 Total revenue$1,188,178
XI-2 Total expenses$1,084,450
XI-3 Revenue less expenses$103,728
XI-4 Net assets at start of year$8,325,786
XI-5 Net unrealized gains (losses) on investments−$609,797
XI-9 Other changes in net assets−$159,721
XI-10 Net assets at end of year$7,659,996

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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