Symphony Tacoma FY2020 filing

Tax-deductible

Tacoma, WA501(c)(3)Since 1946Arts & CultureEIN 91-6032976Revenue $1.2M in FY2020

On file with the IRSsymphonytacoma.org901 Broadway Ste 600, 98402-4432 · Tacoma, WATax-exempt since Mar 1961Publicly supported — 509(a)(2)

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

Symphony tacoma's mission is " building community through music"

501(c)(3) charity; gifts are tax-deductible.
71¢ of each $1 spent went to programs.
$195K 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
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
4 of 5
filings with a surplus
Average surplus $79K a year · 6% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
71%
of spending
Fine: 71% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$195K
to officers and key staff · 17% of spending
Fine: pay to officers and key staff is 17% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.1 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
13
named funders · $174K
Looks good: 13 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$276K
18% of total assets
Looks good: liabilities are 18% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.2M
Spent
$1.2M
To programs
71%
Net assets
$1.3M
By yearFY2020–FY2024
Revenue
$1.2M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.2M
FY2021$1.2M
FY2022$1.7M
FY2023$1.0M
FY2024$1.8M
FY2024$1.1M
Expenses
$1.2M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.2M
FY2021$985K
FY2022$1.4M
FY2023$1.4M
FY2024$1.5M
FY2024$1.5M
Net assets
$1.3M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.3M
FY2021$1.6M
FY2022$1.8M
FY2023$1.5M
FY2024$1.8M
FY2024$1.6M

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 (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1961.

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

Where the money goes

71 cents of each dollar spent went to programs.

Program services 71% · $827K Management & general 13% · $156K Fundraising 16% · $186K

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. Request edit privileges.

Who runs it and what they're paid

28 people listed on the 990; $195K 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
Music Director
$103,852Pt VII · Sec A
Executive Director
$91,000Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member - Ex Officio
$0Pt VII · Sec A
Board Member - Ex Officio
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member - Ex Officio
$0Pt VII · Sec A

Sarah Ioannides’s $116K as Music Director is at the 45th percentile of top reported officer pay among 3924 $1–10M 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 · 5 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Sarah Ioannides$116,378$113,644$112,550$106,912$105,613$103,852
Jenni Warren$116,226—————
Karina Bharne—$50,000$79,290$92,510$91,000$91,000
Bill Ryberg—$44,385————
Jenni Warrens—$7,716————

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 Symphony Tacoma executive salaries →

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

Something off? The org can add a note here. Request edit privileges.

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 15aYes

Programs and updates

Builds community by presenting symphonic music performances.

Questions for Symphony Tacoma

Tap to ask. Symphony Tacoma sees how many people are interested.

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

Provided by the organization

Know this organization? Claim it to add your story

1 program · $827K · in their own filed words · FY2019
01

Symphony tacoma is a washington state nonprofit organization formerly known as the tacoma symphony orchestra. The organization was founded in 1946 and currently has 80 contract musicians and an affiliated volunteer chorus.

$827Kprogram 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 13 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.2M
Ln 12
Gifts and grantsLn 1h$903K
Fees for servicesLn 2g$231K
Other incomeLn 4–11$51K
Money outPt IX
$1.2M
Ln 25
Programscol B$827K
Managementcol C$156K
Fundraisingcol D$186K
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$204K
Total assetsLn 16$1.6M
LiabilitiesLn 26$276K
PeoplePt VI, VII
28
listed · VII A
PaidVII A2
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$903K
Noncash giftsLn 1g$17K
Fundraising eventsLn 1c$51K
Fees for servicesLn 2g$231K
Investment incomeLn 3$9K
Other incomeLn 4–11$51K
Total revenueLn 12$1.2M
Assets in detailPt X, end of year
CashLn 1$58K
SavingsLn 2$146K
Cash and savings togetherLn 1–2$204K
InvestmentsLn 11–13$973K
Land, buildings, equipmentLn 10c$4K
Other assetsLn 15$49K
Total assetsLn 16$1.6M
LiabilitiesLn 26$276K
Net assetsLn 32$1.3M
OperationsPt I, VI
EmployeesI 5158
VolunteersI 6158
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 FY20End FY20
Cash and savingsLn 1–2$60K$204K
InvestmentsLn 11–13$959K$973K
Land, buildings, equipmentLn 10c$5K$4K
Total assetsLn 16$1.4M$1.6M
LiabilitiesLn 26$130K$276K
Net assetsLn 32$1.2M$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$210K$116K$21K$73K
Other salaries and wagesLn 7$549K$434K$55K$60K
Pension plan contributionsLn 8$7K$4K$2K$2K
Other employee benefitsLn 9$55K$36K$5K$14K
Payroll taxesLn 10$66K$50K$6K$10K
Other fees for servicesLn 11g$38K$22K$15K$689
Advertising and promotionLn 12$85K$85K
Office expensesLn 13$26K$5K$14K$7K
OccupancyLn 16$40K$32K$4K$5K
TravelLn 17$817$365$452
Depreciation, depletion and amortizationLn 22$642$642
InsuranceLn 23$8K$8K
Other expenses (24a–d)Ln 24$65K$34K$26K$5K
All other expensesLn 24e$19K$8K$1K$10K
Total functional expensesLn 25$1.2M$827K$156K$186K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $1.8M$1.5M$231K$1.8M 990 PDF
FY2023 $1.0M$1.4M−$410K$1.5M 990 PDF
FY2022 $1.7M$1.4M$308K$1.8M 990 PDF
FY2021 $1.2M$985K$242K$1.6M 990 PDF
FY2020 Viewing $1.2M$1.2M$25K$1.3M 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 FY2020 990 (6 parts)
Part I · Summary $1,193,620 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $803,418$902,710
I-9 Program service revenuePrior year $340,297$231,005
I-10 Investment incomePrior year $33,553$9,086
I-11 Other revenuePrior year $38,244$50,819
I-12 Total revenuePrior year $1,215,512$1,193,620
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 $899,666$886,331
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $332,849$282,533
I-18 Total expensesPrior year $1,232,515$1,168,864
I-19 Revenue less expensesPrior year −$17,003$24,756
Part VI · Governance 17 of 17 board members independent, no flags
VI-1a Voting members of the governing body17
VI-1b Independent voting members17
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
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,193,620 across 8 lines filed
VIII-1c Fundraising events$51,185
VIII-1f All other contributions, gifts and grants$851,525
VIII-1g Noncash contributions (included above)$17,475
VIII-1h Total contributions, gifts and grants$902,710
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $231,005$231,005
VIII-3 Investment incomeExcluded from tax $9,086$9,086
VIII-8 Net income from fundraising eventsExcluded from tax $50,819$50,819
VIII-12 Total revenueRelated to mission $231,005 · Unrelated business $0 · Excluded from tax $59,905$1,193,620
Part IX · Statement of functional expenses $1,168,864 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $116,013 · Management $20,800 · Fundraising $72,800$209,613
IX-7 Other salaries and wagesPrograms $433,784 · Management $55,399 · Fundraising $59,915$549,098
IX-8 Pension plan contributionsPrograms $4,075 · Management $1,520 · Fundraising $1,611$7,206
IX-9 Other employee benefitsPrograms $36,470 · Management $4,569 · Fundraising $13,646$54,685
IX-10 Payroll taxesPrograms $49,751 · Management $5,933 · Fundraising $10,045$65,729
IX-11g Other fees for servicesPrograms $22,059 · Management $14,772 · Fundraising $689$37,520
IX-12 Advertising and promotionPrograms $85,118$85,118
IX-13 Office expensesPrograms $4,526 · Management $14,285 · Fundraising $7,008$25,819
IX-16 OccupancyPrograms $31,811 · Management $3,675 · Fundraising $4,510$39,996
IX-17 TravelManagement $365 · Fundraising $452$817
IX-22 Depreciation, depletion and amortizationPrograms $642$642
IX-23 InsuranceManagement $7,923$7,923
IX-24 Other expenses (24a–d)Programs $34,336 · Management $26,137 · Fundraising $4,921$65,394
IX-24e All other expensesPrograms $7,970 · Management $1,111 · Fundraising $10,223$19,304
IX-25 Total functional expensesPrograms $826,555 · Management $156,489 · Fundraising $185,820$1,168,864
Part X · Balance sheet $1,550,445 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $59,617$57,606
X-2 Savings and temporary cash investments$146,131
X-4 Accounts receivableStart of year $238,980$292,145
X-8 Inventories for sale or useStart of year $15,000$17,553
X-9 Prepaid expenses and deferred chargesStart of year $21,192$10,898
X-10c Land, buildings and equipment, netStart of year $4,659$4,017
X-11 Publicly traded securitiesStart of year $958,783$973,258
X-15 Other assetsStart of year $52,426$48,837
X-16 Total assetsStart of year $1,350,657$1,550,445
X-17 Accounts payable and accrued expensesStart of year $6,364$7,271
X-19 Deferred revenueStart of year $123,905$90,017
X-24 Unsecured notes and loans payable$178,748
X-26 Total liabilitiesStart of year $130,269$276,036
X-27 Net assets without donor restrictionsStart of year $348,076$383,379
X-28 Net assets with donor restrictionsStart of year $872,312$891,030
X-32 Total net assets or fund balancesStart of year $1,220,388$1,274,409
X-33 Total liabilities and net assetsStart of year $1,350,657$1,550,445
Part XI · Reconciliation of net assets $1,274,409 net assets at year end
XI-1 Total revenue$1,193,620
XI-2 Total expenses$1,168,864
XI-3 Revenue less expenses$24,756
XI-4 Net assets at start of year$1,220,388
XI-5 Net unrealized gains (losses) on investments$29,265
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,274,409

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.

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.