To enhance the cultural life of all residents in the Shoals area of northwest Alabama through musical performances and educational programs.

501(c)(3) charity; gifts are tax-deductible.
64¢ of each $1 spent went to programs.
$255 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

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
1 of 5
filings with a surplus
Average deficit $17K a year · 5% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
64%
of spending
Worth a look: 64% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$255
to officers and key staff · 0.09% of spending
Looks good: pay to officers and key staff is 0% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Plus $159K in investments, Pt X · Ln 11–13
Fine: 2.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $70K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$42K
20% of total assets
Looks good: liabilities are 20% of assets; 50% or less.
Pt X · Ln 26
Independent board members
19
of 19 voting members
Looks good: 19 of 19 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$256K
Spent
$276K
To programs
64%
Net assets
$172K
By yearFY2021–FY2025
Revenue
$256K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$256K
FY2022$387K
FY2023$475K
FY2024$320K
FY2025$346K
Expenses
$276K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$276K
FY2022$309K
FY2023$507K
FY2024$383K
FY2025$396K
Net assets
$172K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$172K
FY2022$229K
FY2023$217K
FY2024$142K
FY2025$93K

From the FY2021 Form 990 (year ending June 2021) · 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 May 1987.

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

Where the money goes

64 cents of each dollar spent went to programs.

Program services 64% · $178K Management & general 36% · $98K

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

19 people listed on the 990; $255 paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$255Pt VII · Sec A
President & Director
$0Pt VII · Sec A
Vice President & Director
$0Pt VII · Sec A
Secretary & Director
$0Pt VII · Sec A
Treasure & Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2022FY2021
Whitney O'Neal$330$255

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 Shoals Symphony Orchestra 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

Enriches local culture with musical performances and educational programs.

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Provided by the organization

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3 programs · $125K · in their own filed words · FY2020
01

JOHN PAUL WHITE and the SSO (April 30 and May 1, 2021) - Four-time Grammy Award winning artist and Tennessee Valley native John Paul White joins the SSO in a crossover event of Southern Rock, Americana, and Country hits that make the Single Lock Records co-owner famous.

$58Kprogram expense
02

RAIDERS OF THE LOST ARK IN CONCERT (April 10 & 11, 2021) - The film that gave the world one of its greatest movie heroes, Indiana Jones, is back and better than ever before! Relive the magic on the silver screen with the original great adventure and John Williams' epic score performed live to picture by a full symphony orchestra!

$49Kprogram expense
03

MIRACLE on MOBILE STREET (Dec. 5 & 6, 2020) - The Shoals Theatre welcomes the Shoals Symphony Orchestra for four brief 'socially distant' concerts (with very limited audience size). Find a little much-needed holiday cheer from our heart to yours.

$18Kprogram 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 2 funders$70K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$256K
Ln 12
Gifts and grantsLn 1h$173K
Fees for servicesLn 2g$80K
Investment incomeLn 3$3K
Money outPt IX
$276K
Ln 25
Programscol B$178K
Managementcol C$98K
Owns and owesPt X
$172K
net assets · Ln 32
Cash and savingsLn 1–2$54K
Total assetsLn 16$213K
LiabilitiesLn 26$42K
PeoplePt VI, VII
19
listed · VII A
PaidVII A1
Voting boardVI 1a19
IndependentVI 1b19
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$173K
Government grantsLn 1e$94K
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$8K
Fees for servicesLn 2g$80K
Investment incomeLn 3$3K
Total revenueLn 12$256K
Assets in detailPt X, end of year
CashLn 1$54K
Cash and savings togetherLn 1–2$54K
InvestmentsLn 11–13$159K
Total assetsLn 16$213K
LiabilitiesLn 26$42K
Net assetsLn 32$172K
OperationsPt I, VI
EmployeesI 53
VolunteersI 630
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
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$74K$54K
InvestmentsLn 11–13$135K$159K
Total assetsLn 16$210K$213K
LiabilitiesLn 26$40K$42K
Net assetsLn 32$170K$172K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$255$0$255$0
Other salaries and wagesLn 7$65K$65K
Payroll taxesLn 10$4K$4K
Advertising and promotionLn 12$13K$13K
Office expensesLn 13$5K$5K
Information technologyLn 14$1K$1K
RoyaltiesLn 15$835$835
OccupancyLn 16$7K$7K
Conferences, conventions and meetingsLn 19$587$587
InterestLn 20$171$171
Other expenses (24a–d)Ln 24$178K$178K$0$0
All other expensesLn 24e$0$0
Total functional expensesLn 25$276K$178K$98K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $346K$396K−$50K$93K 990 PDF
FY2024 $320K$383K−$63K$142K 990 PDF
FY2023 $475K$507K−$32K$217K 990 PDF
FY2022 $387K$309K$78K$229K 990 PDF
FY2021 Viewing $256K$276K−$20K$172K 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 $256,301 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $144,229$173,345
I-9 Program service revenuePrior year $87,651$80,126
I-10 Investment incomePrior year $2,955$2,830
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $234,835$256,301
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $34,557$69,646
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $144,421$206,786
I-18 Total expensesPrior year $178,978$276,432
I-19 Revenue less expensesPrior year $55,857−$20,131
Part VI · Governance 19 of 19 board members independent, 4 to look at
VI-1a Voting members of the governing body19
VI-1b Independent voting members19
VI-12a Written conflict of interest policyNo
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
Part VIII · Statement of revenue $256,301 across 12 lines filed
Lines not itemized here account for $1,582 of total revenue; see the IRS return.
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$7,679
VIII-1d Related organizations$0
VIII-1e Government grants$93,795
VIII-1f All other contributions, gifts and grants$71,871
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$173,345
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $78,544 · Unrelated business $0 · Excluded from tax $0$78,544
VIII-3 Investment incomeRelated to mission $2,830 · Unrelated business $0 · Excluded from tax $0$2,830
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $82,956 · Unrelated business $0 · Excluded from tax $0$256,301
Part IX · Statement of functional expenses $276,432 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $255 · Fundraising $0$255
IX-7 Other salaries and wagesManagement $64,932$64,932
IX-10 Payroll taxesManagement $4,459$4,459
IX-12 Advertising and promotionManagement $13,394$13,394
IX-13 Office expensesManagement $5,457$5,457
IX-14 Information technologyManagement $1,378$1,378
IX-15 RoyaltiesManagement $835$835
IX-16 OccupancyManagement $6,863$6,863
IX-19 Conferences, conventions and meetingsManagement $587$587
IX-20 InterestManagement $171$171
IX-24 Other expenses (24a–d)Programs $178,101 · Management $0 · Fundraising $0$178,101
IX-24e All other expensesManagement $0$0
IX-25 Total functional expensesPrograms $178,101 · Management $98,331 · Fundraising $0$276,432
Part X · Balance sheet $213,412 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $74,037$53,959
X-4 Accounts receivableStart of year $1,200$0
X-11 Publicly traded securitiesStart of year $135,192$159,453
X-16 Total assetsStart of year $210,429$213,412
X-17 Accounts payable and accrued expenses$1,683
X-26 Total liabilitiesStart of year $40,000$41,683
X-27 Net assets without donor restrictionsStart of year $85,809$70,587
X-28 Net assets with donor restrictionsStart of year $84,620$101,142
X-32 Total net assets or fund balancesStart of year $170,429$171,729
X-33 Total liabilities and net assetsStart of year $210,429$213,412
Part XI · Reconciliation of net assets $171,729 net assets at year end
XI-1 Total revenue$256,301
XI-2 Total expenses$276,432
XI-3 Revenue less expenses−$20,131
XI-4 Net assets at start of year$170,429
XI-5 Net unrealized gains (losses) on investments$21,431
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$171,729

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

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