Fredericksburg Symphony Orchestra

Tax-deductible

Spotsylvania, VA501(c)(3)Since 2021Arts & CultureEIN 37-2006304Revenue $386K in FY2024

On file with the IRSfredericksburgsymphony.org9800 Sanmar Pl, 22553-1931 · Spotsylvania, VATax-exempt since Nov 2021Publicly supported charity — 170(b)(1)(A)(vi)

This page gets seen. Tell your story. Claim this org.

Believing that music has the power to inspire, the Fredericksburg Symphony will fulfill this mission by enriching the community with live music. The Symphony brings performances, educational programs, and community engagement initiatives for audiences to experience music in a way that is relevant and meaningful to their own lives. Through music, the Fredericksburg Symphony aspires to create shared experiences and connections that improve the quality of life in Fredericksburg and throughout the region.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
$82K 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

FY2024 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 3
filings with a surplus
Average surplus $22K a year · 7% of revenue · last 3 filings
Looks good: a surplus in 3 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$82K
to officers and key staff · 22% of spending
Top officer’s pay lower than 61% of similar orgs
Worth a look: pay to officers and key staff is 22% of spending; over 20%.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Fine: 2.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $15K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$386K
+8% vs prior year
Spent
$365K
To programs
85%
Net assets
$87K
By yearFY2022–FY2024
Revenue
$386K
FY2024▲ +8%
Tap a bar for its year
Revenue by fiscal year
FY2022$232K
FY2023$352K
FY2024$357K
FY2024$386K
Expenses
$365K
FY2024▲ +10%
Tap a bar for its year
Expenses by fiscal year
FY2022$222K
FY2023$318K
FY2024$333K
FY2024$365K
Net assets
$87K
FY2024▲ +32%
Tap a bar for its year
Net assets by fiscal year
FY2022$9K
FY2023$43K
FY2024$66K
FY2024$87K

From the FY2024 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 2021.

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

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $311K Management & general 14% · $49K Fundraising 1% · $5K

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

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

13 people listed on the 990; $82K paid to officers and key staff.

Part VII, Section A · reportable compensation
Director-Ex
$44,625Pt VII · Sec A
Executive Di
$37,188Pt VII · Sec A
Secretary/Tr
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Dr Kevin Bartram’s $45K as Director-Ex is at the 39th percentile of top reported officer pay among 2216 $100K–1M 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 · 2 named individuals · Part VII

NameFY2024FY2024FY2023
Dr Kevin Bartram$44,625——
Audra Bielke$37,188$34,417$25,666

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.

See Fredericksburg Symphony Orchestra executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

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

Enriches the community with live music through performances and educational programs.

Questions for Fredericksburg Symphony Orchestra

Tap to ask. Fredericksburg Symphony Orchestra sees how many people are interested.

Your first name shows with your question. Fredericksburg Symphony Orchestra answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $311K · in their own filed words · FY2024
01

The fredericksburg symphony orchestra is dedicated to enhancing and increasing the cultural awareness of classical music in the central- virginia community by presenting high caliber performances by amateur and professional musicians, and by encouraging and educating young performing artists.

$311Kprogram expense

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
Total grants receivedfrom 1 funder$15K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$386K
Ln 12
Gifts and grantsLn 1h$199K
Fees for servicesLn 2g$181K
Other incomeLn 4–11$3K
Money outPt IX
$365K
Ln 25
Programscol B$311K
Managementcol C$49K
Fundraisingcol D$5K
Owns and owesPt X
$87K
net assets · Ln 32
Cash and savingsLn 1–2$88K
Total assetsLn 16$89K
LiabilitiesLn 26$2K
PeoplePt VI, VII
13
listed · VII A
PaidVII A2
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$199K
Fees for servicesLn 2g$181K
Investment incomeLn 3$2K
Other incomeLn 4–11$3K
Total revenueLn 12$386K
Assets in detailPt X, end of year
CashLn 1$25K
SavingsLn 2$64K
Cash and savings togetherLn 1–2$88K
Land, buildings, equipmentLn 10c$1K
Total assetsLn 16$89K
LiabilitiesLn 26$2K
Net assetsLn 32$87K
OperationsPt I, VI
EmployeesI 53
Fiscal year endsHeaderDecember
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 FY24End FY24
Cash and savingsLn 1–2$67K$88K
Land, buildings, equipmentLn 10c$2K$1K
Total assetsLn 16$69K$89K
LiabilitiesLn 26$2K$2K
Net assetsLn 32$66K$87K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$86K$47K$39K
Other salaries and wagesLn 7$10K$10K
Payroll taxesLn 10$7K$4K$3K
Accounting feesLn 11c$4K$4K
Advertising and promotionLn 12$19K$14K$5K
Office expensesLn 13$3K$3K
Information technologyLn 14$4K$1K$2K
TravelLn 17$652$652
Depreciation, depletion and amortizationLn 22$416$416
InsuranceLn 23$3K$3K
Other expenses (24a–d)Ln 24$212K$212K
All other expensesLn 24e$18K$17K$1K
Total functional expensesLn 25$365K$311K$49K$5K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $357K$333K$23K$66K 990 PDF
FY2023 $352K$318K$34K$43K 990 PDF
FY2022 $232K$222K$9K$9K 990 PDF

Want to add your own materials alongside these filings? Claim this org

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 FY2024 990 (6 parts)
Part I · Summary $386,106 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $173,841$199,497
I-9 Program service revenuePrior year $178,020$181,221
I-10 Investment incomePrior year $4,474$2,380
I-11 Other revenuePrior year $205$3,008
I-12 Total revenuePrior year $356,540$386,106
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $88,273$103,097
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $244,964$261,993
I-18 Total expensesPrior year $333,237$365,090
I-19 Revenue less expensesPrior year $23,303$21,016
Part VI · Governance 12 of 12 board members independent, 3 to look at
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $386,106 across 6 lines filed
VIII-1f All other contributions, gifts and grants$199,497
VIII-1h Total contributions, gifts and grants$199,497
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $181,221$181,221
VIII-3 Investment incomeRelated to mission $2,380$2,380
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $3,008$3,008
VIII-12 Total revenueRelated to mission $186,609$386,106
Part IX · Statement of functional expenses $365,090 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $46,813 · Management $39,010$85,823
IX-7 Other salaries and wagesPrograms $9,948$9,948
IX-10 Payroll taxesPrograms $4,342 · Management $2,984$7,326
IX-11c Accounting feesManagement $3,500$3,500
IX-12 Advertising and promotionPrograms $13,904 · Fundraising $4,978$18,882
IX-13 Office expensesPrograms $2,611$2,611
IX-14 Information technologyPrograms $1,379 · Management $2,184$3,563
IX-17 TravelPrograms $652$652
IX-22 Depreciation, depletion and amortizationManagement $416$416
IX-23 InsurancePrograms $2,521$2,521
IX-24 Other expenses (24a–d)Programs $211,753$211,753
IX-24e All other expensesPrograms $16,738 · Management $1,357$18,095
IX-25 Total functional expensesPrograms $310,661 · Management $49,451 · Fundraising $4,978$365,090
Part X · Balance sheet $89,460 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $66,999$24,588
X-2 Savings and temporary cash investments$63,624
X-10c Land, buildings and equipment, netStart of year $1,665$1,248
X-16 Total assetsStart of year $68,664$89,460
X-17 Accounts payable and accrued expensesStart of year $2,317$2,097
X-26 Total liabilitiesStart of year $2,317$2,097
X-27 Net assets without donor restrictionsStart of year $66,347$87,363
X-32 Total net assets or fund balancesStart of year $66,347$87,363
X-33 Total liabilities and net assetsStart of year $68,664$89,460
Part XI · Reconciliation of net assets $87,363 net assets at year end
XI-1 Total revenue$386,106
XI-2 Total expenses$365,090
XI-3 Revenue less expenses$21,016
XI-4 Net assets at start of year$66,347
XI-10 Net assets at end of year$87,363

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.