The Montgomery Symphony Association is a nonprofit organization which supports the Montgomery Symphony orchestra. The orchestra performs concerts throughout the area in and around Montgomery, alabama. The Association is also dedicated to the education of young musicians of central alabama.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2021 · 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 $60K a year · 7% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
18 mo
of spending, in cash
Plus $4.3M in investments, Pt X · Ln 11–13
Looks good: 18.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $11K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1K
0.02% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
74
of 74 voting members
Looks good: 74 of 74 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$880K
+19% vs prior year
Spent
$539K
To programs
85%
Net assets
$5.1M
By yearFY2020–FY2025
Revenue
$880K
FY2021▲ +19%
Tap a bar for its year
Revenue by fiscal year
FY2020$740K
FY2021$880K
FY2022$804K
FY2023$754K
FY2024$750K
FY2025$975K
Expenses
$539K
FY2021▼ -25%
Tap a bar for its year
Expenses by fiscal year
FY2020$721K
FY2021$539K
FY2022$677K
FY2023$835K
FY2024$750K
FY2025$1.0M
Net assets
$5.1M
FY2021▲ +20%
Tap a bar for its year
Net assets by fiscal year
FY2020$4.3M
FY2021$5.1M
FY2022$4.7M
FY2023$5.0M
FY2024$5.9M
FY2025$6.8M

From the FY2021 Form 990 (year ending September 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 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 Jan 1981.

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% · $460K Management & general 15% · $79K

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

74 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
League Presi
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Bryan Reeves’s $66K as Executive Di is at the 61st 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 · 1 named individual · Part VII

NameFY2025FY2024FY2023
Bryan Reeves$66,000$66,000$61,500

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 Montgomery Symphony Association executive salaries →

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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

Supports a symphony orchestra and educates young musicians in central Alabama.

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Provided by the organization

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1 program · $460K · in their own filed words · FY2020
01

The symphony provides several concerts during the year featuring various musicians as well as a local symphony in montgomery. The concerts are open to the public for a charge. Additionally, the symphony promotes the musicianship of youth in the community by providing music scholarships, lessons, and the opportunity to play with a youth…

$460Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 2 funders$11K
Grants paid · 1 grant · $10K · 2023–2023
Unitemized GrantFY2023$9,515

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$880K
Ln 12
Gifts and grantsLn 1h$524K
Investment incomeLn 3$286K
Fees for servicesLn 2g$56K
Money outPt IX
$539K
Ln 25
Programscol B$460K
Managementcol C$79K
Owns and owesPt X
$5.1M
net assets · Ln 32
Cash and savingsLn 1–2$812K
Total assetsLn 16$5.1M
LiabilitiesLn 26$1K
PeoplePt VI, VII
74
listed · VII A
PaidVII A0
Voting boardVI 1a74
IndependentVI 1b74
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$524K
Government grantsLn 1e$95K
Fees for servicesLn 2g$56K
Investment incomeLn 3$286K
Other incomeLn 4–11$14K
Gains on assetsLn 7$192K
Total revenueLn 12$880K
Assets in detailPt X, end of year
CashLn 1$180K
SavingsLn 2$632K
Cash and savings togetherLn 1–2$812K
InvestmentsLn 11–13$4.3M
Land, buildings, equipmentLn 10c$805
Total assetsLn 16$5.1M
LiabilitiesLn 26$1K
Net assetsLn 32$5.1M
OperationsPt I, VI
EmployeesI 55
VolunteersI 6110
Fiscal year endsHeaderSeptember
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 FY21End FY21
Cash and savingsLn 1–2$412K$812K
InvestmentsLn 11–13$3.9M$4.3M
Land, buildings, equipmentLn 10c$2K$805
Total assetsLn 16$4.3M$5.1M
LiabilitiesLn 26$60K$1K
Net assetsLn 32$4.3M$5.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$132K$132K
Pension plan contributionsLn 8$12K$12K
Other employee benefitsLn 9$38K$38K
Payroll taxesLn 10$8K$8K
Accounting feesLn 11c$19K$19K
Other fees for servicesLn 11g$104K$104K
Advertising and promotionLn 12$390$390
Office expensesLn 13$57K$1K$56K
OccupancyLn 16$30K$30K
Depreciation, depletion and amortizationLn 22$751$751
Other expenses (24a–d)Ln 24$120K$120K
All other expensesLn 24e$16K$12K$4K
Total functional expensesLn 25$539K$460K$79K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $975K$1.0M−$47K$6.8M 990 PDF
FY2024 $750K$750K$166$5.9M 990 PDF
FY2023 $754K$835K−$82K$5.0M 990 PDF
FY2022 $804K$677K$127K$4.7M 990 PDF
FY2021 Viewing $880K$539K$341K$5.1M 990 PDF
FY2020 $740K$721K$19K$4.3M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $880,409 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $615,455$523,756
I-9 Program service revenuePrior year $68,490$56,229
I-10 Investment incomePrior year $47,309$286,288
I-11 Other revenuePrior year $8,596$14,136
I-12 Total revenuePrior year $739,850$880,409
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $299,545$190,895
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $421,277$348,020
I-18 Total expensesPrior year $720,822$538,915
I-19 Revenue less expensesPrior year $19,028$341,494
Part VI · Governance 74 of 74 board members independent, 3 to look at
VI-1a Voting members of the governing body74
VI-1b Independent voting members74
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 $880,409 across 10 lines filed
VIII-1b Membership dues$3,800
VIII-1e Government grants$94,780
VIII-1f All other contributions, gifts and grants$425,176
VIII-1h Total contributions, gifts and grants$523,756
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $56,229$56,229
VIII-3 Investment incomeExcluded from tax $94,777$94,777
VIII-7 Net gain or loss on sales of assetsRelated to mission $191,511$191,511
VIII-8 Net income from fundraising events$6,841
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $7,295$7,295
VIII-12 Total revenueRelated to mission $255,035 · Excluded from tax $94,777$880,409
Part IX · Statement of functional expenses $538,915 across 12 lines filed
IX-7 Other salaries and wagesPrograms $132,335$132,335
IX-8 Pension plan contributionsPrograms $12,499$12,499
IX-9 Other employee benefitsPrograms $38,283$38,283
IX-10 Payroll taxesPrograms $7,778$7,778
IX-11c Accounting feesManagement $19,070$19,070
IX-11g Other fees for servicesPrograms $104,478$104,478
IX-12 Advertising and promotionPrograms $390$390
IX-13 Office expensesPrograms $1,124 · Management $55,831$56,955
IX-16 OccupancyPrograms $29,702$29,702
IX-22 Depreciation, depletion and amortizationPrograms $751$751
IX-24 Other expenses (24a–d)Programs $120,366$120,366
IX-24e All other expensesPrograms $12,399 · Management $3,909$16,308
IX-25 Total functional expensesPrograms $460,105 · Management $78,810 · Fundraising $0$538,915
Part X · Balance sheet $5,139,680 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $167,601$180,153
X-2 Savings and temporary cash investmentsStart of year $244,811$631,535
X-10c Land, buildings and equipment, netStart of year $1,556$805
X-11 Publicly traded securitiesStart of year $3,915,323$4,327,187
X-16 Total assetsStart of year $4,329,291$5,139,680
X-25 Other liabilitiesStart of year $2,246$1,117
X-26 Total liabilitiesStart of year $60,026$1,117
X-27 Net assets without donor restrictionsStart of year $1,948,876$2,720,562
X-28 Net assets with donor restrictionsStart of year $2,320,389$2,418,001
X-32 Total net assets or fund balancesStart of year $4,269,265$5,138,563
X-33 Total liabilities and net assetsStart of year $4,329,291$5,139,680
Part XI · Reconciliation of net assets $5,138,563 net assets at year end
XI-1 Total revenue$880,409
XI-2 Total expenses$538,915
XI-3 Revenue less expenses$341,494
XI-4 Net assets at start of year$4,269,265
XI-5 Net unrealized gains (losses) on investments$527,804
XI-10 Net assets at end of year$5,138,563

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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