Bozeman Symphony Society

Tax-deductible

Bozeman, MT501(c)(3)EIN 81-6019534Revenue $2.4M in FY2025

On file with the IRSbozemansymphony.org402 E Main St Ste 202, 59715-4763 · Bozeman, MTTax-exempt since May 1968Publicly supported — 509(a)(2)

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The Bozeman Symphony presents a repertoire of symphonic and choral music performed for the benefit of individuals, students and musicians residing in south-central montana. In addition to a wide variety of programming, the Bozeman Symphony supports educational programs and community outreach.

501(c)(3) charity; gifts are tax-deductible.
67¢ of each $1 spent went to programs.
Run by 130 volunteers and 100 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
1 of 5
filings with a surplus
Average deficit $49K a year · 3% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
67%
of spending
Fine: 67% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$236K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.6 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $12K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$605K
70% of total assets
Worth a look: liabilities are 70% of assets; over 65%.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.4M
+16% vs prior year
Spent
$2.4M
To programs
67%
Net assets
$260K
By yearFY2021–FY2025
Revenue
$2.4M
FY2025▲ +16%
Tap a bar for its year
Revenue by fiscal year
FY2021$909K
FY2022$1.5M
FY2023$1.8M
FY2024$2.1M
FY2025$2.4M
Expenses
$2.4M
FY2025▲ +8%
Tap a bar for its year
Expenses by fiscal year
FY2021$656K
FY2022$1.6M
FY2023$2.0M
FY2024$2.2M
FY2025$2.4M
Net assets
$260K
FY2025▲ +5%
Tap a bar for its year
Net assets by fiscal year
FY2021$755K
FY2022$624K
FY2023$382K
FY2024$248K
FY2025$260K

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 1968.

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

Where the money goes

67 cents of each dollar spent went to programs.

Program services 67% · $1.6M Management & general 22% · $541K Fundraising 11% · $264K

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

16 people listed on the 990; $236K 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
Executive Dir.
$119,104Pt VII · Sec A
Music Director
$116,581Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice-Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2022FY2021
Jacob Blaser$119,104$116,212———
Norman Huynh$116,581————
Emily Paris-Martin—$87,794$86,463$68,075$55,832

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

Presents symphonic and choral music, supporting education and outreach in south-central Montana.

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1 program · $1.6M · in their own filed words · FY2024
01

The Bozeman Symphonys mission is to engage, unite, and uplift the human experience in Montana through music and the arts. We present a repertoire of high-quality symphonic and choral music with guest artists from around the world, and we are oneof the areas most highly regarded performing arts organizations.

$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 · FY2025
Total grants receivedfrom 2 funders$12K

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$2.4M
Ln 12
Gifts and grantsLn 1h$1.3M
Fees for servicesLn 2g$1.1M
Investment incomeLn 3$21K
Money outPt IX
$2.4M
Ln 25
Programscol B$1.6M
Managementcol C$541K
Fundraisingcol D$264K
Owns and owesPt X
$260K
net assets · Ln 32
Cash and savingsLn 1–2$326K
Total assetsLn 16$866K
LiabilitiesLn 26$605K
PeoplePt VI, VII
16
listed · VII A
PaidVII A2
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.3M
Noncash giftsLn 1g$104K
Fees for servicesLn 2g$1.1M
Investment incomeLn 3$21K
Gains on assetsLn 7−$3K
Total revenueLn 12$2.4M
Assets in detailPt X, end of year
CashLn 1$248K
SavingsLn 2$79K
Cash and savings togetherLn 1–2$326K
InvestmentsLn 11–13$391K
Land, buildings, equipmentLn 10c$26K
Other assetsLn 15$97K
Total assetsLn 16$866K
LiabilitiesLn 26$605K
Net assetsLn 32$260K
OperationsPt I, VI
EmployeesI 5100
VolunteersI 6130
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$281K$326K
InvestmentsLn 11–13$410K$391K
Land, buildings, equipmentLn 10c$19K$26K
Total assetsLn 16$887K$866K
LiabilitiesLn 26$639K$605K
Net assetsLn 32$248K$260K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$138K$43K$51K$43K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$1.2M$914K$227K$109K
Pension plan contributionsLn 8$15K$8K$4K$3K
Other employee benefitsLn 9$100K$40K$44K$15K
Payroll taxesLn 10$105K$65K$28K$12K
Management feesLn 11a$0
Legal feesLn 11b$120$120
Accounting feesLn 11c$37K$22K$8K$7K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$49K$49K
Advertising and promotionLn 12$94K$56K$27K$11K
Office expensesLn 13$0
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$104K$55K$31K$18K
TravelLn 17$169K$146K$23K$219
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$3K$3K
InsuranceLn 23$0
Other expenses (24a–d)Ln 24$368K$278K$46K$44K
All other expensesLn 24e$0
Total functional expensesLn 25$2.4M$1.6M$541K$264K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $2.4M$2.4M−$5K$260K 990 PDF
FY2024 $2.1M$2.2M−$155K$248K 990 PDF
FY2023 $1.8M$2.0M−$251K$382K 990 PDF
FY2022 $1.5M$1.6M−$85K$624K 990 PDF
FY2021 $909K$656K$253K$755K 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 (6 parts)
Part I · Summary $2,427,627 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,165,431$1,349,275
I-9 Program service revenuePrior year $903,497$1,056,924
I-10 Investment incomePrior year $18,482$21,428
I-11 Other revenue$0
I-12 Total revenuePrior year $2,087,410$2,427,627
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,396,170$1,607,502
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $846,397$824,943
I-18 Total expensesPrior year $2,242,567$2,432,445
I-19 Revenue less expensesPrior year −$155,157−$4,818
Part VI · Governance 14 of 14 board members independent, 1 to look at
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
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
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $2,427,627 across 10 lines filed
VIII-1f All other contributions, gifts and grants$1,349,275
VIII-1g Noncash contributions (included above)$103,817
VIII-1h Total contributions, gifts and grants$1,349,275
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,056,924$1,056,924
VIII-3 Investment incomeExcluded from tax $24,560$24,560
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$3,132−$3,132
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $1,056,924 · Excluded from tax $21,428$2,427,627
Part IX · Statement of functional expenses $2,432,445 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $43,338 · Management $51,398 · Fundraising $43,338$138,074
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $914,235 · Management $226,527 · Fundraising $109,136$1,249,898
IX-8 Pension plan contributionsPrograms $7,979 · Management $4,221 · Fundraising $2,965$15,165
IX-9 Other employee benefitsPrograms $40,391 · Management $44,023 · Fundraising $15,272$99,686
IX-10 Payroll taxesPrograms $64,997 · Management $28,046 · Fundraising $11,636$104,679
IX-11a Management fees$0
IX-11b Legal feesManagement $120$120
IX-11c Accounting feesPrograms $21,971 · Management $7,841 · Fundraising $7,439$37,251
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesManagement $49,150$49,150
IX-12 Advertising and promotionPrograms $55,601 · Management $27,021 · Fundraising $10,970$93,592
IX-13 Office expenses$0
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $54,593 · Management $30,972 · Fundraising $18,484$104,049
IX-17 TravelPrograms $146,027 · Management $22,936 · Fundraising $219$169,182
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationManagement $3,114$3,114
IX-23 Insurance$0
IX-24 Other expenses (24a–d)Programs $278,366 · Management $45,832 · Fundraising $44,287$368,485
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $1,627,498 · Management $541,201 · Fundraising $263,746$2,432,445
Part X · Balance sheet $865,623 assets, 21 lines filed
X-1 Cash, non-interest-bearingStart of year $275,496$247,743
X-2 Savings and temporary cash investmentsStart of year $5,269$78,636
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $9,410$5,400
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $5,634$20,428
X-10c Land, buildings and equipment, netStart of year $19,443$25,629
X-11 Publicly traded securitiesStart of year $410,163$390,561
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $161,797$97,226
X-16 Total assetsStart of year $887,212$865,623
X-17 Accounts payable and accrued expensesStart of year $20,482$22,116
X-19 Deferred revenueStart of year $454,734$483,535
X-25 Other liabilitiesStart of year $163,686$99,733
X-26 Total liabilitiesStart of year $638,902$605,384
X-27 Net assets without donor restrictionsStart of year −$68,211−$116,549
X-28 Net assets with donor restrictionsStart of year $316,521$376,788
X-32 Total net assets or fund balancesStart of year $248,310$260,239
X-33 Total liabilities and net assetsStart of year $887,212$865,623
Part XI · Reconciliation of net assets $260,239 net assets at year end
XI-1 Total revenue$2,427,627
XI-2 Total expenses$2,432,445
XI-3 Revenue less expenses−$4,818
XI-4 Net assets at start of year$248,310
XI-5 Net unrealized gains (losses) on investments$19,253
XI-7 Investment expenses−$2,506
XI-10 Net assets at end of year$260,239

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

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