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Arts, Culture, Humanities : Performing Arts

Alabama Symphony Orchestra

Making music and providing vital services to the residents of Alabama

three stars

85.04

3621 Sixth Avenue South Birmingham, AL 35222
tel: (205) 251-6929   Web Site
EIN: 63-1103036

Board Leadership
F. Dixon Brooke Jr.
Chairman

CEO
Mark Patrick
Interim Executive Director

  Score
(out of 100)
Rating
Overall Score & Rating 85.04 three stars
  Financial 81.94 three stars
  Accountability & Transparency 89.00 three stars
This rating was published 02/01/2021 and includes data from FY2019, the most recent 990 received at that time.

The formation of the Alabama Symphony Orchestra (ASO) began with the first performance by a group of volunteer musicians in 1921. That group would evolve from a volunteer ensemble to the state's only full-time professional orchestra. Today, the ASO is continuing to make music and provide vital services to the residents of the state, serving nearly 100,000 individuals a year through concert series, youth programs, and educational and community engagement efforts to fulfill our mission to change lives through music.

The formation of the Alabama Symphony Orchestra (ASO) began with the first performance by a group of volunteer musicians in 1921. That group would evolve from a volunteer ensemble to the state's only full-time professional orchestra. Today, the ASO is continuing to make music and provide vital services to the residents of the state, serving nearly 100,000 individuals a year through concert series, youth programs, and educational and community engagement efforts to fulfill our mission to change lives through music.

Financial

three stars

81.94

Accountability & Transparency

three stars

89.00

This rating was published 02/01/2021 and includes data from FY2019, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
83.2%
  Administrative Expenses 8.0%
  Fundraising Expenses 8.7%
  Fundraising Efficiency $0.14
  Working Capital Ratio (years) 0.21
  Program Expenses Growth 2.0%
  Liabilities to Assets 27.4%
All data for Financial Performance Metrics calculations was provided by Alabama Symphony Orchestra on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Alabama Symphony Orchestra on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Alabama Symphony Orchestra (AL) 85.04 three stars
Utah Symphony & Opera (UT) 92.07 four stars
Boston Youth Symphony Orchestras (MA) 85.91 three stars
Silkroad (MA) 85.04 three stars
Empire State Youth Orchestra (NY) 86.18 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $2,358,326
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $1,353,000
   Government Grants $363,962
Total Contributions $4,075,288
   Program Service Revenue $1,450,611
Total Primary Revenue $5,525,899
   Other Revenue $1,309,352
TOTAL REVENUE $6,835,251
   
EXPENSES  
   Program Expenses $5,801,233
   Administrative Expenses $520,059
   Fundraising Expenses $355,572
TOTAL FUNCTIONAL EXPENSES $6,676,864
   
Payments to Affiliates $0
Excess (or Deficit) for the year $158,387
   
Net Assets $1,454,267

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Musical Performances and Public Education $5,801,233 100.0%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-06 02/01/2021 85.04 three stars
2018-06 09/03/2019 83.25 three stars
2017-06 08/01/2018 79.08 two stars
2016-06 12/22/2017 79.32 two stars
2015-06 10/01/2016 74.13 two stars
2014-06 06/01/2016 78.02 two stars
 
CN 2.0
2014-06 11/01/2015 75.97 two stars
2013-06 11/01/2014 74.34 two stars
2012-06 08/01/2013 79.93 two stars
2011-06 11/06/2012 83.33 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 63-1103036
Name in IRS Master File ALABAMA SYMPHONIC ASSOCIATION INC
NTEE Code A69
NTEE Classification Symphony Orchestras
NTEE Type Arts, Culture and Humanities
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (90) Cultural performances
Foundation Status Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes.  509(a)(2)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date December, 1993
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013
Compensation % of Expenses Paid to Title
$120,000 1.79% Cheryle Caplinger Executive Director
Other Salaries of Note
$192,923 2.88% Carlos Izcaray Music Director
$122,724 1.83% Daniel Szasz Concertmaster

Highly Rated

Charity Name & State Overall Score Overall Rating
Alabama Symphony Orchestra (AL) 85.04 three stars
Minnesota Orchestra (MN) 88.99 three stars
Kansas City Symphony (MO) 95.19 four stars
Saint Paul Chamber Orchestra (MN) 88.84 three stars
Marin Symphony (CA) 87.54 three stars

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Charity Contact Info

Alabama Symphony Orchestra
3621 Sixth Avenue South
Birmingham, AL 35222
tel: (205) 251-6929
fax: (205) 251-6840
EIN: 63-1103036

Visit Web Site

Board Leadership

F. Dixon Brooke Jr.
Chairman

CEO

Mark Patrick
Interim Executive Director

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