To create cultural experiences and educational opportunities for our community through music. This includes symphony orchestra performances and other live entertainment at the Reilly Arts Center and the Marion Theatre in Downtown Ocala.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
$118K 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

FY2020 · 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
3 of 6
filings with a surplus
Average surplus $310K a year · 10% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$118K
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
12 mo
of spending, in cash
Looks good: 11.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
8
named funders · $110K
Looks good: 8 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$452K
8% of total assets
Looks good: liabilities are 8% 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
$4.0M
Spent
$1.8M
To programs
89%
Net assets
$5.0M
By yearFY2020–FY2025
Revenue
$4.0M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$4.0M
FY2021$1.9M
FY2022$3.1M
FY2023$2.8M
FY2024$3.0M
FY2025$3.0M
Expenses
$1.8M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.8M
FY2021$1.0M
FY2022$2.4M
FY2023$3.1M
FY2024$4.4M
FY2025$3.3M
Net assets
$5.0M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$5.0M
FY2021$5.9M
FY2022$6.5M
FY2023$6.3M
FY2024$4.9M
FY2025$4.6M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1977.

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

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $1.6M Management & general 7% · $119K Fundraising 4% · $70K

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

Something off? Claim to add context

Who runs it and what they're paid

13 people listed on the 990; $118K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Executive Director
$118,158Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Matthew Wardell———$114,128$92,532$118,158
Pamela Calero——$102,000———
Natalie McComb$96,000$94,000————

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 Ocala Symphony Orchestra INC executive salaries →

On this list? Claim this org

Something off? Claim to add context

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

Presents live music and cultural events, offering educational opportunities through performances.

Questions for Ocala Symphony Orchestra INC

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

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

Provided by the organization

Know this org? Add your story

1 program · $1.6M · in their own filed words · FY2019
01

The Ocala Symphony Orchestra is Marion County's premier cultural arts organization. Its mission is to play the highest caliber music that is performed in front of nearly ten thousand area citizens. The Orchestra performed full orchestra concerts as part of our annual subscriptions series.

$1.6Mprogram 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
See all 8 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$4.0M
Ln 12
Gifts and grantsLn 1h$2.9M
Fees for servicesLn 2g$1.1M
Investment incomeLn 3$13K
Money outPt IX
$1.8M
Ln 25
Programscol B$1.6M
Managementcol C$119K
Fundraisingcol D$70K
Owns and owesPt X
$5.0M
net assets · Ln 32
Cash and savingsLn 1–2$1.7M
Total assetsLn 16$5.5M
LiabilitiesLn 26$452K
PeoplePt VI, VII
13
listed · VII A
PaidVII A1
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.9M
Fees for servicesLn 2g$1.1M
Investment incomeLn 3$13K
Total revenueLn 12$4.0M
Assets in detailPt X, end of year
CashLn 1$1.2M
SavingsLn 2$588K
Cash and savings togetherLn 1–2$1.7M
Land, buildings, equipmentLn 10c$2.6M
Other assetsLn 15$185K
Total assetsLn 16$5.5M
LiabilitiesLn 26$452K
Net assetsLn 32$5.0M
OperationsPt I, VI
EmployeesI 541
VolunteersI 675
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 FY20End FY20
Cash and savingsLn 1–2$337K$1.7M
Land, buildings, equipmentLn 10c$2.7M$2.6M
Total assetsLn 16$3.1M$5.5M
LiabilitiesLn 26$306K$452K
Net assetsLn 32$2.8M$5.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$373K$281K$84K$8K
Payroll taxesLn 10$32K$25K$6K$621
Accounting feesLn 11c$320$0$320$0
Advertising and promotionLn 12$62K$62K$0$0
Office expensesLn 13$5K$0$5K$0
OccupancyLn 16$34K$24K$10K$0
InterestLn 20$1K$1K$0$0
Depreciation, depletion and amortizationLn 22$101K$101K$0$0
InsuranceLn 23$13K$9K$4K$0
All other expensesLn 24e$1.1M$1.1M$9K$61K
Total functional expensesLn 25$1.8M$1.6M$119K$70K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $3.0M$3.3M−$290K$4.6M 990 PDF
FY2024 $3.0M$4.4M−$1.4M$4.9M 990 PDF
FY2023 $2.8M$3.1M−$259K$6.3M 990 PDF
FY2022 $3.1M$2.4M$741K$6.5M 990 PDF
FY2021 $1.9M$1.0M$826K$5.9M 990 PDF
FY2020 Viewing $4.0M$1.8M$2.2M$5.0M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $3,987,306 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $873,690$2,881,454
I-9 Program service revenuePrior year $823,689$1,092,994
I-10 Investment incomePrior year $7,089$12,858
I-11 Other revenuePrior year $149,975$0
I-12 Total revenuePrior year $1,854,443$3,987,306
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $399,010$404,658
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,161,406$1,363,061
I-18 Total expensesPrior year $1,560,416$1,767,719
I-19 Revenue less expensesPrior year $294,027$2,219,587
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 $3,987,306 across 5 lines filed
VIII-1f All other contributions, gifts and grants$2,881,454
VIII-1h Total contributions, gifts and grants$2,881,454
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$1,092,994
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $0$12,858
VIII-12 Total revenueRelated to mission $1,105,852 · Unrelated business $0 · Excluded from tax $0$3,987,306
Part IX · Statement of functional expenses $1,767,719 across 10 lines filed
IX-7 Other salaries and wagesPrograms $281,141 · Management $83,723 · Fundraising $8,123$372,987
IX-10 Payroll taxesPrograms $24,645 · Management $6,405 · Fundraising $621$31,671
IX-11c Accounting feesPrograms $0 · Management $320 · Fundraising $0$320
IX-12 Advertising and promotionPrograms $61,561 · Management $0 · Fundraising $0$61,561
IX-13 Office expensesPrograms $0 · Management $4,942 · Fundraising $0$4,942
IX-16 OccupancyPrograms $23,997 · Management $10,284 · Fundraising $0$34,281
IX-20 InterestPrograms $1,008 · Management $0 · Fundraising $0$1,008
IX-22 Depreciation, depletion and amortizationPrograms $101,300 · Management $0 · Fundraising $0$101,300
IX-23 InsurancePrograms $9,395 · Management $4,026 · Fundraising $0$13,421
IX-24e All other expensesPrograms $1,076,222 · Management $8,862 · Fundraising $61,144$1,146,228
IX-25 Total functional expensesPrograms $1,579,269 · Management $118,562 · Fundraising $69,888$1,767,719
Part X · Balance sheet $5,499,997 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $262,045$1,153,849
X-2 Savings and temporary cash investmentsStart of year $74,650$587,652
X-3 Pledges and grants receivableStart of year $1,900$923,170
X-8 Inventories for sale or useStart of year $6,987$6,988
X-9 Prepaid expenses and deferred chargesStart of year $57,132$3,089
X-10c Land, buildings and equipment, netStart of year $2,731,498$2,639,791
X-15 Other assets$185,458
X-16 Total assetsStart of year $3,134,212$5,499,997
X-17 Accounts payable and accrued expensesStart of year $5,781$188,795
X-19 Deferred revenueStart of year $300,520$13,803
X-24 Unsecured notes and loans payable$149,900
X-26 Total liabilitiesStart of year $306,301$452,499
X-27 Net assets without donor restrictionsStart of year $2,823,093$4,300,277
X-28 Net assets with donor restrictionsStart of year $4,818$747,221
X-32 Total net assets or fund balancesStart of year $2,827,911$5,047,498
X-33 Total liabilities and net assetsStart of year $3,134,212$5,499,997
Part XI · Reconciliation of net assets $5,047,498 net assets at year end
XI-1 Total revenue$3,987,306
XI-2 Total expenses$1,767,719
XI-3 Revenue less expenses$2,219,587
XI-4 Net assets at start of year$2,827,911
XI-10 Net assets at end of year$5,047,498

Form 990 e-file (XML) FY2020 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.

Your org? Add context

Made it to the end? Claim this org

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.