Lexington Symphony INC

Tax-deductible

Lexington, MA501(c)(3)EIN 04-3301650

Lexington Symphony offers world-class programming at affordable prices, and outreach programs that introduce music lovers of all ages to classical music.

501(c)(3) charity; gifts are tax-deductible.
62¢ of each $1 spent went to programs.
Run by 14 volunteers and 2 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · 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
4 of 6
filings with a surplus
Average surplus $14K a year · 3% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
62%
of spending
Worth a look: 62% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$147K
to officers and key staff · 23% of spending
Worth a look: pay to officers and key staff is 23% of spending; over 20%.
Pt VII · Sec A
Cash reserves
6 mo
of spending, in cash
Looks good: 6.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $8K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$287K
62% of total assets
Fine: liabilities are 62% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$574K
-6% vs prior year
Spent
$628K
To programs
62%
Net assets
$178K
By yearFY2020–FY2025
Revenue
$574K
FY2025▼ -6%
Revenue by fiscal year
FY2020$502K
FY2021$313K
FY2022$552K
FY2023$533K
FY2024$613K
FY2025$574K
Expenses
$628K
FY2025▲ +4%
Expenses by fiscal year
FY2020$457K
FY2021$235K
FY2022$468K
FY2023$606K
FY2024$607K
FY2025$628K
Net assets
$178K
FY2025▼ -21%
Net assets by fiscal year
FY2020$121K
FY2021$205K
FY2022$284K
FY2023$213K
FY2024$225K
FY2025$178K

From the FY2025 Form 990 (year ending June 2025) · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1996.

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

Where the money goes

62 cents of each dollar spent went to programs.

Program services 62% · $387K Management & general 36% · $228K Fundraising 2% · $13K

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

Who runs it and what they're paid

17 people listed on the 990; $147K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Managing Director
$79,736Pt VII · Sec A
Music Director
$63,904Pt VII · Sec A
Co-President
$2,916Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice-President
$0Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2022FY2021FY2020
Arianie Keeney$79,736$70,788————
Jonathan McPhee$63,904$44,126$33,644$37,605$22,212$36,294
Jeffrey Levenson——$62,840$55,000$32,385$55,000
Tammy Lynch——$57,424$42,000$4,738—
Lauren Busa————$31,500$30,800
Jan Lerbinger$2,916—$2,220$1,768—$1,037
Deborah Jones—$1,544$955$2,378—$1,855
Jeffrey Leonard——$890$648——

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 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Brings affordable classical music concerts and educational programs to all ages.

Provided by the organization

This section is blank until Lexington Symphony INC claims this page.

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1 program service account for $387K of program spending, described in the organization's own filed words · FY2024.
01

The Symphony presents workshops and concerts for children and offers an educational outreach program for third and fourth graders, Orchestrating Kids Through Classics, which has received accolades from parents, kids, and teachers alike.

$387Kprogram 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 · FY2025
Total grants receivedfrom 1 funder$8K

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$574K
Ln 12
Gifts and grantsLn 1h$307K
Fees for servicesLn 2g$254K
Investment incomeLn 3$13K
Money outPt IX
$628K
Ln 25
Programscol B$387K
Managementcol C$228K
Fundraisingcol D$13K
Owns and owesPt X
$178K
net assets · Ln 32
Cash and savingsLn 1–2$324K
Total assetsLn 16$464K
LiabilitiesLn 26$287K
PeoplePt VI, VII
17
listed · VII A
PaidVII A3
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$307K
Government grantsLn 1e$6K
Fees for servicesLn 2g$254K
Investment incomeLn 3$13K
Total revenueLn 12$574K
Assets in detailPt X, end of year
CashLn 1$95K
SavingsLn 2$229K
Cash and savings togetherLn 1–2$324K
Land, buildings, equipmentLn 10c$8K
Other assetsLn 15$125K
Total assetsLn 16$464K
LiabilitiesLn 26$287K
Net assetsLn 32$178K
OperationsPt I, VI
EmployeesI 52
VolunteersI 614
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$364K$324K
Land, buildings, equipmentLn 10c$0$8K
Total assetsLn 16$483K$464K
LiabilitiesLn 26$258K$287K
Net assetsLn 32$225K$178K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$106K$0$106K$0
Payroll taxesLn 10$16K$0$16K$0
Accounting feesLn 11c$14K$0$14K$0
Other fees for servicesLn 11g$312K$297K$15K$0
Office expensesLn 13$279$0$279$0
OccupancyLn 16$8K$0$8K$0
InterestLn 20$4K$0$4K$0
Depreciation, depletion and amortizationLn 22$319$0$319$0
InsuranceLn 23$11K$0$11K$0
Other expenses (24a–d)Ln 24$103K$87K$13K$3K
All other expensesLn 24e$55K$3K$42K$10K
Total functional expensesLn 25$628K$387K$228K$13K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $574K$628K−$54K$178K 990 PDF
FY2024 $613K$607K$6K$225K 990 PDF
FY2023 $533K$606K−$73K$213K 990 PDF
FY2022 $552K$468K$84K$284K 990 PDF
FY2021 $313K$235K$78K$205K 990 PDF
FY2020 $502K$457K$46K$121K 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 FY2025 990 (4 parts)
Part VIII · Statement of revenue $573,819 across 6 lines filed
Lines not itemized here account for $300 of total revenue; see the IRS return.
VIII-1e Government grants$6,000
VIII-1f All other contributions, gifts and grants$300,620
VIII-1h Total contributions, gifts and grants$306,620
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$254,118
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $0$12,781
VIII-12 Total revenueRelated to mission $267,199 · Unrelated business $0 · Excluded from tax $0$573,819
Part IX · Statement of functional expenses $627,805 across 11 lines filed
IX-7 Other salaries and wagesPrograms $0 · Management $105,886 · Fundraising $0$105,886
IX-10 Payroll taxesPrograms $0 · Management $15,901 · Fundraising $0$15,901
IX-11c Accounting feesPrograms $0 · Management $13,682 · Fundraising $0$13,682
IX-11g Other fees for servicesPrograms $296,912 · Management $14,830 · Fundraising $0$311,742
IX-13 Office expensesPrograms $0 · Management $279 · Fundraising $0$279
IX-16 OccupancyPrograms $0 · Management $7,740 · Fundraising $0$7,740
IX-20 InterestPrograms $0 · Management $3,930 · Fundraising $0$3,930
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $319 · Fundraising $0$319
IX-23 InsurancePrograms $0 · Management $10,524 · Fundraising $0$10,524
IX-24 Other expenses (24a–d)Programs $86,643 · Management $13,161 · Fundraising $3,378$103,182
IX-24e All other expensesPrograms $3,037 · Management $41,828 · Fundraising $9,755$54,620
IX-25 Total functional expensesPrograms $386,592 · Management $228,080 · Fundraising $13,133$627,805
Part X · Balance sheet $464,346 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $69,994$94,677
X-2 Savings and temporary cash investmentsStart of year $294,003$229,040
X-9 Prepaid expenses and deferred chargesStart of year $5,079$7,308
X-10c Land, buildings and equipment, netStart of year $0$7,891
X-15 Other assetsStart of year $114,090$125,430
X-16 Total assetsStart of year $483,166$464,346
X-17 Accounts payable and accrued expensesStart of year $14,490$13,276
X-19 Deferred revenueStart of year $93,647$124,897
X-24 Unsecured notes and loans payableStart of year $150,000$148,535
X-26 Total liabilitiesStart of year $258,137$286,708
X-27 Net assets without donor restrictionsStart of year $215,029$167,638
X-28 Net assets with donor restrictionsStart of year $10,000$10,000
X-32 Total net assets or fund balancesStart of year $225,029$177,638
X-33 Total liabilities and net assetsStart of year $483,166$464,346
Part XI · Reconciliation of net assets $177,638 net assets at year end
XI-1 Total revenue$573,819
XI-2 Total expenses$627,805
XI-3 Revenue less expenses−$53,986
XI-4 Net assets at start of year$225,029
XI-5 Net unrealized gains (losses) on investments$6,595
XI-10 Net assets at end of year$177,638

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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