Nonprofit · EIN 42-6077749
SOUTHEAST IOWA SYMPHONY ASSN
Tax-exempt · MT PLEASANT, IA 52641
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990 | $584,209 | $518,305 | $65,904 | $857,829 | $2,225 | $855,604 |
| April 30, 2025 | 990 | $575,390 | $436,111 | $139,279 | $796,909 | $2,269 | $794,640 |
| April 30, 2024 | 990 | $285,389 | $328,958 | -$43,569 | $586,285 | $2,385 | $583,900 |
| April 30, 2023 | 990 | $271,636 | $214,442 | $57,194 | $621,312 | $802 | $620,510 |
Financial details: 990 for the year ended April 30, 2026
Revenue
- Contributions, gifts and grants
- $467,070
- Program service revenue
- $88,778
- Investment income
- $28,361
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $111,741
- Salaries, compensation and benefits (total)
- $120,290
- Professional fundraising fees
- $0
- Accounting fees
- $3,442
- Occupancy
- $14,400
- Program services (functional)
- $319,974
- Management and general (functional)
- $108,634
- Fundraising (functional)
- $89,697
Balance sheet and other
- Total assets, start of year
- $796,909
- Total assets, end of year
- $857,829
- Total liabilities, end of year
- $2,225
- Net assets, end of year
- $855,604
- Net assets without donor restrictions
- $855,604
- Gross receipts
- $584,209
- Employees
- 3
- Volunteers
- 0
- Year formed
- 1955
- State of legal domicile
- IA
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 April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY PHILLIPS | OPERATIONS MANAGER Trustee or director | 40 | $55,000 |
| JASON EDWARDS | FUNDRAISING COORDINATOR Trustee or director | 40 | $50,000 |
| ROBERT MCCONNELL | MUSIC DIRECTOR/CEO Trustee or director | 20 | $6,741 |
| CHRISTINE BERGAN | OTTUM PRESIDENT/BOARD SEC Officer | 4 | $0 |
| ED CHABAL | BOARD TREASURER Officer | 1 | $0 |
| DIANA SMALL | BURL. PRESIDENT Officer | 1 | $0 |
| CHRISTINE WILLIAMSON | BURL. VICE PRES Officer | 1 | $0 |
| SYDNEY GERST | BURL. TREASURER Officer | 1 | $0 |
| MARY BROCKMAN | BURL. SECRETARY Officer | 1 | $0 |
| MARK KIMZEY | MP CO-PRESIDENT Officer | 1 | $0 |
| ED KROPA | MP SECRETARY/TREASURER Officer | 1 | $0 |
| ED VANDERLINDEN | OTTUM TREASURER Officer | 1 | $0 |
| ELIZABETH STOLTZ-PETERS | OTTUM SECRETARY Officer | 1 | $0 |
| JEAN THOMSON | MP VICE PRES Officer | 1 | $0 |
| LISA JENNISON | BOARD PRESIDENT Officer | 4 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARL MOEHLMAN | MP CO-PRESIDENT Officer | 1 | $0 |
| MING VIERRA | GB-VICE PRESIDENT Officer | 1 | $0 |
990 for the year ended April 30, 2025: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY PHILLIPS | OPERATIONS MANAGER Trustee or director | 40 | $55,000 |
| JASON EDWARDS | FUNDRAISING COORDINATOR Trustee or director | 40 | $50,000 |
| ROBERT MCCONNELL | MUSIC DIRECTOR/CEO Trustee or director | 20 | $6,741 |
| CHRISTINE BERGAN | OTTUM PRESIDENT/BOARD SEC Officer | 4 | $0 |
| ED CHABAL | BOARD TREASURER Officer | 1 | $0 |
| RODNEY BOTTS | BURL. PRESIDENT Officer | 1 | $0 |
| KEITH SCHULZ | BURL. VICE PRES Officer | 1 | $0 |
| SYDNEY GERST | BURL. TREASURER Officer | 1 | $0 |
| MARY BROCKMAN | BURL. SECRETARY Officer | 1 | $0 |
| MARK KIMZEY | MP CO-PRESIDENT Officer | 1 | $0 |
| ED KROPA | MP SECRETARY/TREASURER Officer | 1 | $0 |
| ED VANDERLINDEN | OTTUM TREASURER Officer | 1 | $0 |
| ELIZABETH STOLTZ-PETERS | OTTUM SECRETARY Officer | 1 | $0 |
| JEAN THOMSON | MP VICE PRES Officer | 1 | $0 |
| LISA JENNISON | BOARD PRESIDENT Officer | 4 | $0 |
| CARL MOEHLMAN | MP CO-PRESIDENT Officer | 1 | $0 |
| MING VIERRA | GB-VICE PRESIDENT Officer | 1 | $0 |
990 for the year ended April 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFFREY PHILLIPS | EXECUTIVE DIRECTOR Trustee or director | 40 | $50,788 | $0 |
| JASON EDWARDS | FUNDRAISING COORDINATOR Trustee or director | 40 | $42,757 | $7,200 |
| ROBERT MCCONNELL | MUSIC DIRECTOR Trustee or director | 10 | $6,741 | $0 |
| CHRISTINE BERGAN | OTTUM PRESIDENT/BOARD SEC Officer | 4 | $0 | $0 |
| JOHN DODGE | BOARD TREASURER Officer | 1 | $0 | $0 |
| RODNEY BOTTS | BURL. PRESIDENT Officer | 1 | $0 | $0 |
| KEITH SCHULZ | BURL. VICE PRES Officer | 1 | $0 | $0 |
| SYDNEY GERST | BURL. TREASURER Officer | 1 | $0 | $0 |
| MARY BROCKMAN | BURL. SECRETARY Officer | 1 | $0 | $0 |
| MARCIA KENTNER | MP PRESIDENT Officer | 1 | $0 | $0 |
| ED KROPA | MP SECRETARY Officer | 1 | $0 | $0 |
| JUDY CHURCH | OTTUM TREASURER Officer | 1 | $0 | $0 |
| ELIZABETH STOLTZ-PETERS | OTTUM SECRETARY Officer | 1 | $0 | $0 |
| JEAN THOMSON | MP VICE PRES Officer | 1 | $0 | $0 |
| LISA JENNISON | BOARD PRESIDENT Officer | 4 | $0 | $0 |
| LILLIAN CURTIS | MP TREASURER Officer | 1 | $0 | $0 |
990 for the year ended April 30, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY PHILLIPS | EXECUTIVE DIRECTOR Key employee | 40 | $29,726 |
| ROBERT MCCONNELL | MUSIC DIRECTOR Key employee | 10 | $6,741 |
| LISA JENNISON | BOARD PRESIDENT Trustee or director, Officer | 4 | $0 |
| CHRISTINE BERGAN | OTTUM PRESIDENT/BOARD SEC Officer | 4 | $0 |
| PAUL DENNISON | BOARD VICE PRES Officer | 1 | $0 |
| CARL MOEHLMAN | BOARD SECRETARY Officer | 1 | $0 |
| JOHN DODGE | BOARD TREASURER Officer | 1 | $0 |
| RODNEY BUTTS | BURL. PRESIDENT Officer | 1 | $0 |
| KEITH SCHULZ | BURL. VICE PRES Officer | 1 | $0 |
| SYDNEY GERST | BURL. TREASURER Officer | 1 | $0 |
| MARY BROCKMAN | BURL. SECRETARY Officer | 1 | $0 |
| MARCIA KENTNER | MP PRESIDENT Officer | 1 | $0 |
| ED KROPA | MP SECRETARY Officer | 1 | $0 |
| JUDY CHURCH | OTTUM TREASURER Officer | 1 | $0 |
| ELIZABETH STOLTZ-PETERS | OTTUM SECRETARY Officer | 1 | $0 |
| JEAN THOMSON | MP VICE PRES Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 271, MT PLEASANT, IA 52641-0271
- Principal officer (990 for 2025)
- JEFFREY PHILLIPS, PO BOX 271, MOUNT PLEASANT, IA 52641
- Signed the 990
- JEFFREY PHILLIPS, EXECUTIVE DIRECTOR
- Phone
- (319) 385-6352
- Website
- WWW.SEISO.US
- Return prepared by
- ALLEN MITCHELL LLP
Mission
THE SOUTHEAST IOWA SYMPHONY ORCHESTRA PROMOTES QUALITY ORCHESTRAL EXPERIENCES FOR OUR REGIONAL COMMUNITY AND MUSICIANS BY PROVIDING LIVE PERFORMANCES, EDUCATIONAL OPPORTUNITIES AND RURAL OUTREACH PROGRAMS FOR ALL AGES.
Program accomplishments
- MASTERWORKS CONCERT SERIRES: 3 CONCERTS OF CLASSICAL MUSIC PERFORMED IN 3 LOCATIONS IN IOWA (BURLINTON, OTTUMWA, AND MOUNT PLEASANT) WITH FULL SYMPHONY ORCHESTRA AND GUEST ARTISTS.Expenses $310,787 · revenue $62,043
- SPECIAL EVENTS: KIDSYMPHONY CONCERTS, POPS CONCERTS, HOLIDAY CONCERTS, CHAMBER CONCERTS, SYMPHONIC BLAST CONCERT W/FIREWORKS.revenue $26,315
- EDUCATIONAL PROJECTS: YOUTH STRING FESTIVAL, ARTIST IN RESIDENCE INTO SE IOWA SCHOOLS, & SCHOOL TOUR CONCERTS, COMPETITIONS.Expenses $9,187 · revenue $420
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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990 on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 42-6077749
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1954
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $857,829
- Income (IRS master file)
- $584,209
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2026 | $584,209 | $518,305 | $857,829 | XML |
| 990 | April 2025 | $575,390 | $436,111 | $796,909 | IRS |
| 990 | April 2024 | $285,389 | $328,958 | $586,285 | XML |
| 990 | April 2023 | $271,636 | $214,442 | $621,312 | XML |
| 990 | April 2022 | $224,407 | $195,411 | $638,234 | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | IRS |
| 990 | April 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 42-6077749).
Questions about SOUTHEAST IOWA SYMPHONY ASSN
- What is the EIN of SOUTHEAST IOWA SYMPHONY ASSN?
- The employer identification number (EIN) of SOUTHEAST IOWA SYMPHONY ASSN is 42-6077749.
- Is SOUTHEAST IOWA SYMPHONY ASSN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
- Are donations to SOUTHEAST IOWA SYMPHONY ASSN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHEAST IOWA SYMPHONY ASSN 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 SOUTHEAST IOWA SYMPHONY ASSN due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHEAST IOWA SYMPHONY ASSN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2026.
- Who is the principal officer of SOUTHEAST IOWA SYMPHONY ASSN?
- The 990 for the year ended April 30, 2026 names JEFFREY PHILLIPS.
- Who are the officers and directors of SOUTHEAST IOWA SYMPHONY ASSN?
- The 990 for the year ended April 30, 2026 lists 17 people; 3 received compensation from the organization, the highest $55,000 (JEFFREY PHILLIPS, OPERATIONS MANAGER).
- How much revenue does SOUTHEAST IOWA SYMPHONY ASSN have?
- On its 990 for the year ended April 30, 2026 it reported revenue of $584,209, expenses of $518,305 and total assets of $857,829 at year end.
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