Nonprofit · EIN 35-6042189
SOUTH BEND SYMPHONY ORCHESTRA ASSOCIATION INC
Tax-exempt · SOUTH BEND, IN 46601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,555,198 | $2,612,398 | -$57,200 | $13,020,438 | $299,407 | $12,721,031 |
| June 30, 2024 | 990 | $2,850,284 | $2,526,286 | $323,998 | $12,550,940 | $395,297 | $12,155,643 |
| June 30, 2023 | 990 | $2,133,538 | $2,345,623 | -$212,085 | $11,518,713 | $400,807 | $11,117,906 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,389,071
- of which government grants
- $17,161
- Program service revenue
- $579,972
- Investment income
- $588,234
- Net gain from sales of assets
- $72,226
- Net income from fundraising events
- -$2,079
- Other revenue
- -$2,079
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $147,926
- Other salaries and wages
- $1,241,621
- Salaries, compensation and benefits (total)
- $1,525,205
- Professional fundraising fees
- $0
- Legal fees
- $10,685
- Accounting fees
- $29,033
- Occupancy
- $87,585
- Travel
- $149,434
- Depreciation
- $7,466
- Program services (functional)
- $1,633,571
- Management and general (functional)
- $701,536
- Fundraising (functional)
- $277,291
Balance sheet and other
- Total assets, start of year
- $12,550,940
- Total assets, end of year
- $13,020,438
- Total liabilities, end of year
- $299,407
- Net assets, end of year
- $12,721,031
- Land, buildings and equipment
- $32,534
- Publicly traded securities
- $2,262,205
- Net assets without donor restrictions
- $2,222,585
- Net assets with donor restrictions
- $10,498,446
- Gross receipts
- $2,756,923
- Employees
- 232
- Volunteers
- 38
- Year formed
- 1950
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JUSTUS ZIMMERMAN | EXECUTIVE DI Officer | 40 | $127,924 | $14,218 |
| ALASTAIR WILLIS | MUSIC DIRECT Highest-paid employee | 40 | $123,675 | $14,090 |
| RACHEL GOFF | DIRECTOR Trustee or director | 1 | $10,401 | $0 |
| HELENE DAUERTY | DIRECTOR Trustee or director | 1 | $6,152 | $0 |
| BRUCE BONDURANT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARAH BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT COLEMAN PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KYLE EVERETT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIM FARABAUGH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN FINLAY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CINDY GRETSCHMANN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER KARY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DONNA LAMBERTI CPA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CORDELL MARTIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHERON MERTEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CRISTYNE PORILE | DIRECTOR Trustee or director | 1 | $0 |
| JAMES SAWDON CPA | DIRECTOR Trustee or director | 1 | $0 |
| CARI SHEIN | DIRECTOR Trustee or director | 1 | $0 |
| LARRY THOMPSON MD | DIRECTOR Trustee or director | 1 | $0 |
| BIANCA TIRADO | DIRECTOR Trustee or director | 1 | $0 |
| MARVIN V CURTIS EDD | PRESIDENT Trustee or director, Officer | 2 | $0 |
| SUSAN OHMER PHD | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| MARK ROSS PHD | SECRETARY Trustee or director, Officer | 2 | $0 |
| BREIGHAN M BOESKOOL PHD | TREASURER Trustee or director, Officer | 2 | $0 |
| STEVEN HAINES | EXECUTIVE DI Officer | 40 | $0 |
990 for the year ended June 30, 2024: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALASTAIR WILLIS | MUSIC DIRECT Highest-paid employee | 40 | $111,538 | $15,369 |
| JUSTUS ZIMMERMAN | EXECUTIVE DI Officer | 40 | $108,520 | $6,467 |
| RACHEL GOFF | DIRECTOR Trustee or director | 1 | $10,257 | $0 |
| HELENE DAUERTY | DIRECTOR Trustee or director | 1 | $6,401 | $0 |
| BRUCE BONDURANT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JACK CHAMPAIGNE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT COLEMAN PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LINDA DOSHI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KYLE EVERETT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN FINLAY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOAN JOSHI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CORDELL MARTIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CRISTYNE PORILE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK ROSS PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMES SAWDON CPA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CARI SHEIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LARRY THOMPSON MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DONNA LAMBERTI CPA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARAH BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CINDY GRETSCHMANN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHERON MERTEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARVIN V CURTIS EDD | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| BREIGHAN M BOESKOOL PHD | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JOHN SEIDL CFA | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| SUSAN OHMER PHD | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALASTAIR WILLIS | MUSIC DIRECT Highest-paid employee | 40 | $114,379 | $7,834 |
| JUSTUS ZIMMERMAN | EXECUTIVE DI Officer | 40 | $102,865 | $3,417 |
| NIC ORBOVICH | DIRECTOR Trustee or director | 1 | $10,686 | $0 |
| RACHEL GOFF | DIRECTOR Trustee or director | 1 | $10,537 | $0 |
| JOHN AXELBERG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRUCE R BANCROFT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRUCE BONDURANT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JACK CHAMPAIGNE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT COLEMAN PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LINDA DOSHI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KYLE EVERETT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN FINLAY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMES HARRIS III MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOAN JOSHI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIMOTHY MAHER JD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CORDELL MARTIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUSAN OHMER PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CRISTYNE PORILE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK ROSS PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMES SAWDON CPA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CARI SHEIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LARRY THOMPSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DONNA LAMBERTI CPA | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| MARVIN V CURTIS EDD | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| BREIGHAN BOESKOOL PHD | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JOHN SEIDL CFA | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 127 NORTH MICHIGAN ST, SOUTH BEND, IN 46601-0019
- Principal officer (990 for 2024)
- STEVEN HAINES, 127 NORTH MICHIGAN STREET, SOUTH BEND, IN 46601
- Signed the 990
- BREIGHAN M BOESKOOL PHD, TREASURER
- Phone
- (574) 232-6343
- Website
- SOUTHBENDSYMPHONY.ORG
- Return prepared by
- DWC CPAS LLC
Mission
WE INSPIRE, ENTERTAIN, AND CONNECT PEOPLE WITH THE TRANSFORMATIVE POWER OF ORCHESTRAL MUSIC. AS MICHIANA'S PREMIERE PROFESSIONAL ORCHESTRA, THE SOUTH BEND SYMPHONY ENGAGES THE COMMUNITY IN THE EXPLORATION OF ORCHESTRAL MUSIC IN ALL ITS FORMS.
Program accomplishments
- IN FISCAL YEAR 2025, THE SOUTH BEND SYMPHONY ORCHESTRA REACHED NEW HEIGHTS, WITH ONE OF THE MOST WELL-ATTENDED SEASONS IN ITS HISTORY, ISSUING ALMOST 26,000 TICKETS. THE SYMPHONY PERFORMED IN A PRODUCTION OF THE NUTCRACKER, HIGHLIGHTING THE COMMUNITY'S GROWING CULTURAL ENGAGEMENT. KEY EVENTS INCLUDED NATHAN GUNN SINGS BROADWAY AND A PERFORMANCE OF COPELAND'S APPALACHIAN SPRING + SILK ROAD. THE SYMPHONY'S EDUCATIONAL EFFORTS CONNECTED WITH OVER 5,600 STUDENTS ATTENDING YOUTH DISCOVERY CONCERTS, AND THE THIRD DIA DE LOS MUERTOS CELEBRATION DREW 1,500 ATTENDEES. PARTNERSHIPS WITH LOCAL ARTS ORGANIZATIONS FURTHER ENHANCED THE SYMPHONY'S MISSION TO INSPIRE, ENTERTAIN, AND CONNECT PEOPLE WITH THE TRANSFORMATIVE POWER OF ORCHESTRAL MUSIC.Expenses $1,633,571 · revenue $579,972
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 35-6042189
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1950
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A690)
- Assets (IRS master file)
- $13,020,438
- Income (IRS master file)
- $2,756,923
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,555,198 | $2,612,398 | $13,020,438 | XML |
| 990 | June 2024 | $2,850,284 | $2,526,286 | $12,550,940 | XML |
| 990 | June 2023 | $2,133,538 | $2,345,623 | $11,518,713 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-6042189).
Questions about SOUTH BEND SYMPHONY ORCHESTRA ASSOCIATION INC
- What is the EIN of SOUTH BEND SYMPHONY ORCHESTRA ASSOCIATION INC?
- The employer identification number (EIN) of SOUTH BEND SYMPHONY ORCHESTRA ASSOCIATION INC is 35-6042189.
- Is SOUTH BEND SYMPHONY ORCHESTRA ASSOCIATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1950.
- Are donations to SOUTH BEND SYMPHONY ORCHESTRA ASSOCIATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTH BEND SYMPHONY ORCHESTRA ASSOCIATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTH BEND SYMPHONY ORCHESTRA ASSOCIATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTH BEND SYMPHONY ORCHESTRA ASSOCIATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SOUTH BEND SYMPHONY ORCHESTRA ASSOCIATION INC?
- The 990 for the year ended June 30, 2025 names STEVEN HAINES.
- Who are the officers and directors of SOUTH BEND SYMPHONY ORCHESTRA ASSOCIATION INC?
- The 990 for the year ended June 30, 2025 lists 25 people; 4 received compensation from the organization, the highest $127,924 (JUSTUS ZIMMERMAN, EXECUTIVE DI).
- How much revenue does SOUTH BEND SYMPHONY ORCHESTRA ASSOCIATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,555,198, expenses of $2,612,398 and total assets of $13,020,438 at year end.
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