Skip to main content

Nonprofit · EIN 81-6019534

BOZEMAN SYMPHONY SOCIETY

Tax-exempt · BOZEMAN, MT 59715

Financials

$1.8M$2M2022$2.1M$2.2M2023$2.4M$2.4M2024
Revenue Expenses · by fiscal year end
Financials of BOZEMAN SYMPHONY SOCIETY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$2,427,627$2,432,445-$4,818$865,623$605,384$260,239
June 30, 2024990$2,087,410$2,242,567-$155,157$887,212$638,902$248,310
June 30, 2023990$1,779,404$2,030,242-$250,838$989,902$607,793$382,109
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,349,275
Program service revenue
$1,056,924
Investment income
$21,428
Net gain from sales of assets
-$3,132
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$138,074
Other salaries and wages
$1,249,898
Salaries, compensation and benefits (total)
$1,607,502
Professional fundraising fees
$0
Legal fees
$120
Accounting fees
$37,251
Occupancy
$104,049
Travel
$169,182
Depreciation
$3,114
Program services (functional)
$1,627,498
Management and general (functional)
$541,201
Fundraising (functional)
$263,746

Balance sheet and other

Total assets, start of year
$887,212
Total assets, end of year
$865,623
Total liabilities, end of year
$605,384
Net assets, end of year
$260,239
Land, buildings and equipment
$25,629
Publicly traded securities
$390,561
Net assets without donor restrictions
-$116,549
Net assets with donor restrictions
$376,788
Gross receipts
$2,482,227
Employees
178
Volunteers
138
Year formed
1968
State of legal domicile
MT

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.

NameTitleHours / weekCompensationOther / benefits
NORMAN HUYNHMUSIC DIRECTOR40$116,581$17,794
JACOB BLASERExecutive Dir.
Officer
40$119,104$6,906
SKYE RAISERDirector
Trustee or director
1$0$0
TOM BRAYSecretary
Trustee or director, Officer
1$0$0
BEN PHINNEYCHAIR
Trustee or director, Officer
1$0$0
GARY KACHADURIANDirector
Trustee or director
1$0$0
KENNETH MAYVICE-CHAIR
Trustee or director, Officer
1$0$0
PAUL BERTELLIDirector
Trustee or director
1$0$0
BOB RITCHIEDirector
Trustee or director
1$0$0
GARY KUNISDirector
Trustee or director
1$0$0
CHARLES RINKERDirector
Trustee or director
1$0$0
TAMARA HAVENHILL-JACOBSVICE-CHAIR
Trustee or director, Officer
1$0$0
ILSE-MARI LEEDirector
Trustee or director
1$0$0
LIZ RICHARDSTreasurer
Trustee or director, Officer
1$0$0
MICHAEL SCHMIDTDirector
Trustee or director
1$0$0
1 more people on this return
NameTitleHours / weekCompensation
SARA JAYNE STEENDirector
Trustee or director
1$0
990 for the year ended June 30, 2024: 19 people
NameTitleHours / weekCompensationOther / benefits
JACOB BLASERExecutive Dir.
Officer
40$116,212$10,782
EMILY PARIS-MARTINPast Exec Dir
Officer
40$87,794$1,226
SKYE RAISERDirector
Trustee or director
1$0$0
STEPHEN SCHACHMANChair Emeritus
Trustee or director
1$0$0
BEN PHINNEYCHAIR
Trustee or director, Officer
1$0$0
GARY KACHADURIANDirector
Trustee or director
1$0$0
DONALD GIMBELDirector
Trustee or director
1$0$0
PAUL BERTELLIDirector
Trustee or director
1$0$0
LEE SELBYDirector
Trustee or director
1$0$0
GARY KUNISDirector
Trustee or director
1$0$0
CHARLES RINKERDirector
Trustee or director
1$0$0
TOM BRAYSecretary
Trustee or director, Officer
1$0$0
TAMARA HAVENHILL-JACOBSVICE CHAIR
Trustee or director, Officer
1$0$0
KENNETH MAYVICE CHAIR
Trustee or director, Officer
1$0$0
BOB RITCHIEINTERIM-TREASUR
Trustee or director, Officer
1$0$0
ILSE-MARI LEEDirector
Trustee or director
1$0$0
LIZ RICHARDSDirector
Trustee or director
1$0$0
MICHAEL SCHMIDTDirector
Trustee or director
1$0$0
SARA JAYNE STEENDirector
Trustee or director
1$0$0
990 for the year ended June 30, 2023: 13 people
NameTitleHours / weekCompensationOther / benefits
EMILY PARIS-MARTINExecutive Dir.
Officer
40$86,463$8,046
SKYE RAISERDirector
Trustee or director
1$0$0
STEPHEN SCHACHMANChair
Trustee or director, Officer
5$0$0
BEN PHINNEYVICE CHAIR
Trustee or director, Officer
1$0$0
GARY KACHADURIANTreasurer
Trustee or director, Officer
2$0$0
DONALD GIMBELDirector
Trustee or director
1$0$0
LEE SELBYDirector
Trustee or director
1$0$0
GARY KUNISDirector
Trustee or director
1$0$0
CHARLES RINKERDirector
Trustee or director
1$0$0
TOM BRAYDirector
Trustee or director
1$0$0
TAMARA HAVENHILL-JACOBSSecretary
Trustee or director, Officer
2$0$0
KENNETH MAYDirector
Trustee or director
1$0$0
BOB RITCHIEDirector
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
402 E MAIN ST STE 202, BOZEMAN, MT 59715-4763
Principal officer (990 for 2024)
BEN PHINNEY, 402 E MAIN STREET 202, BOZEMAN, MT 59715
Signed the 990
BEN PHINNEY, CHAIR
Phone
(406) 585-9774
Return prepared by
Amatics CPA Group

Mission

THE BOZEMAN SYMPHONY PROVIDES PROGRAMMING FOR THE BENEFIT OF INDIVIDUALS, STUDENTS AND MUSICIANS.

990 for the year ended June 30, 2025

Program accomplishments

  • 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. We have a vision for music to play an active and integral part in the daily fabric of life for the people of Montana, and our concerts and community programs are representative of making that vision a reality. Each season includes a Classical Concert Series; a popular music series called Bozeman Symphony Presents, in addition to our free student and family concerts. We also share the power of music through community outreach performances including a Far Afield program addressing musical access and social isolation; an education series that includes our Symphony Storytimes and Kinderkonzerts for youth; and a Joy Series in cooperation with local health care providers to address memory issues and stress.
    Expenses $1,627,498

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
81-6019534
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
1968
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$865,623
Income (IRS master file)
$2,482,227

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$2,427,627$2,432,445$865,623XML
990June 2024$2,087,410$2,242,567$887,212XML
990June 2023$1,779,404$2,030,242$989,902IRS
990June 2022$1,499,677$1,584,733$825,039IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 81-6019534).

Questions about BOZEMAN SYMPHONY SOCIETY

What is the EIN of BOZEMAN SYMPHONY SOCIETY?
The employer identification number (EIN) of BOZEMAN SYMPHONY SOCIETY is 81-6019534.
Is BOZEMAN SYMPHONY SOCIETY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
Are donations to BOZEMAN SYMPHONY SOCIETY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BOZEMAN SYMPHONY SOCIETY 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 BOZEMAN SYMPHONY SOCIETY 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 BOZEMAN SYMPHONY SOCIETY 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 BOZEMAN SYMPHONY SOCIETY?
The 990 for the year ended June 30, 2025 names BEN PHINNEY.
Who are the officers and directors of BOZEMAN SYMPHONY SOCIETY?
The 990 for the year ended June 30, 2025 lists 16 people; 2 received compensation from the organization, the highest $116,581 (NORMAN HUYNH, MUSIC DIRECTOR).
How much revenue does BOZEMAN SYMPHONY SOCIETY have?
On its 990 for the year ended June 30, 2025 it reported revenue of $2,427,627, expenses of $2,432,445 and total assets of $865,623 at year end.

Other nonprofits in BOZEMAN

All nonprofits in BOZEMAN · Montana