Nonprofit · EIN 81-0352076
HELENA SYMPHONY SOCIETY
Tax-exempt · HELENA, MT 59601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,304,460 | $1,254,389 | $50,071 | $338,151 | $488,594 | -$150,443 |
| June 30, 2024 | 990 | $1,136,223 | $1,151,814 | -$15,591 | $284,384 | $484,898 | -$200,514 |
| June 30, 2023 | 990 | $996,074 | $1,092,287 | -$96,213 | $316,720 | $501,643 | -$184,923 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $948,621
- of which government grants
- $30,250
- Program service revenue
- $288,423
- Investment income
- $698
- Net income from fundraising events
- $46,163
- Net income from sales of inventory
- $2,055
- Other revenue
- $66,718
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $109,705
- Other salaries and wages
- $286,024
- Salaries, compensation and benefits (total)
- $421,539
- Professional fundraising fees
- $0
- Accounting fees
- $8,072
- Occupancy
- $37,464
- Travel
- $149,500
- Depreciation
- $2,158
- Program services (functional)
- $1,033,457
- Management and general (functional)
- $181,686
- Fundraising (functional)
- $39,246
Balance sheet and other
- Total assets, start of year
- $284,384
- Total assets, end of year
- $338,151
- Total liabilities, end of year
- $488,594
- Net assets, end of year
- -$150,443
- Net assets without donor restrictions
- -$177,193
- Net assets with donor restrictions
- $26,750
- Gross receipts
- $1,335,473
- Employees
- 10
- Volunteers
- 150
- Year formed
- 1955
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALLAN R SCOTT | DIRECTOR & MUSIC DIRECTOR Trustee or director, Officer | 40 | $120,652 |
| RON BALDWIN | PRESIDENT Trustee or director, Officer | 5 | $0 |
| MATT DALTON | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| ALISON PAUL ESQ | TREASURER Trustee or director, Officer | 3 | $0 |
| VICTORIA CECH | SECRETARY Trustee or director, Officer | 3 | $0 |
| ART BUMGARDNER | DIRECTOR Trustee or director | 3.5 | $0 |
| DAVID GENTER | DIRECTOR Trustee or director | 2 | $0 |
| WILLIAM SHROP SHROPSHIRE | DIRECTOR Trustee or director | 1.5 | $0 |
| ERIC STERN ESQ | DIRECTOR Trustee or director | 2 | $0 |
| SISI CARROLL | DIRECTOR Trustee or director | 2 | $0 |
| KATHY BRAMER | DIRECTOR Trustee or director | 2 | $0 |
| CHRISTINE KAUFMANN | DIRECTOR Trustee or director | 2 | $0 |
| STEPHEN MASON | DIRECTOR Trustee or director | 2 | $0 |
| CHANTEL SCHIEFFER | DIRECTOR Trustee or director | 3 | $0 |
| RAMON MERCADO | DIRECTOR Trustee or director | 2 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LIZ MOORE | DIRECTOR Trustee or director | 2 | $0 |
| MARILYN HUDSON | DIRECTOR Trustee or director | 3 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALLAN R SCOTT | DIRECTOR & MUSIC DIRECTOR Trustee or director, Officer | 40 | $118,600 |
| RON BALDWIN | PRESIDENT Trustee or director, Officer | 5 | $0 |
| RON WATERMAN ESQ | VICE PRESIDENT (THRU 5/24) Trustee or director, Officer | 2 | $0 |
| MATT DALTON | VICE PRESIDENT Trustee or director, Officer | 3 | $0 |
| ALISON PAUL ESQ | TREASURER Trustee or director, Officer | 3 | $0 |
| VICTORIA CECH | SECRETARY Trustee or director, Officer | 3 | $0 |
| ART BUMGARDNER | DIRECTOR Trustee or director | 3.5 | $0 |
| MADDIE COLLINS | DIRECTOR (THUR 5/24) Trustee or director | 1.5 | $0 |
| DAVID GENTER | DIRECTOR Trustee or director | 2 | $0 |
| PATRICK KEIM | DIRECTOR (THUR 5/24) Trustee or director | 3.5 | $0 |
| WILLIAM SHROP SHROPSHIRE | DIRECTOR Trustee or director | 1.5 | $0 |
| ERIC STERN ESQ | DIRECTOR Trustee or director | 2 | $0 |
| HANNA WARHANK ESQ | DIRECTOR (THUR 5/24) Trustee or director | 2 | $0 |
| SISI CARROLL | DIRECTOR Trustee or director | 2 | $0 |
| ISABELLE MCGREEVEY | DIRECTOR (THRU 12/23) Trustee or director | 2 | $0 |
| KATHY BRAMER | DIRECTOR Trustee or director | 2 | $0 |
| CHRISTINE KAUFMANN | DIRECTOR Trustee or director | 2 | $0 |
| STEPHEN MASON | DIRECTOR Trustee or director | 2 | $0 |
| CHANTEL SCHIEFFER | DIRECTOR Trustee or director | 3 | $0 |
990 for the year ended June 30, 2023: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALLAN R SCOTT | DIRECTOR & MUSIC DIRECTOR Trustee or director, Officer | 40 | $115,850 |
| KALI WICKS | PRESIDENT (THRU 6/23) Trustee or director, Officer | 2 | $0 |
| RON WATERMAN ESQ | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| ALISON PAUL ESQ | TREASURER Trustee or director, Officer | 3 | $0 |
| VICTORIA CECH | SECRETARY Trustee or director, Officer | 3 | $0 |
| RON BALDWIN | DIRECTOR Trustee or director | 4 | $0 |
| ART BUMGARDNER | DIRECTOR Trustee or director | 3.5 | $0 |
| MADDIE COLLINS | DIRECTOR Trustee or director | 1.5 | $0 |
| MATT DALTON | DIRECTOR Trustee or director | 3 | $0 |
| DAVID GENTER | DIRECTOR Trustee or director | 2 | $0 |
| PATRICK KEIM | DIRECTOR Trustee or director | 3.5 | $0 |
| RON LUKENBILL | DIRECTOR (THRU 6/23) Trustee or director | 2 | $0 |
| WILLIAM SHROP SHROPSHIRE | DIRECTOR Trustee or director | 1.5 | $0 |
| ERIC STERN ESQ | DIRECTOR Trustee or director | 2 | $0 |
| HANNA WARHANK ESQ | DIRECTOR Trustee or director | 2 | $0 |
| SISI CARROLL | DIRECTOR Trustee or director | 2 | $0 |
| ISABELLE MCGREEVEY | DIRECTOR Trustee or director | 2 | $0 |
| KATHY BRAMER | DIRECTOR Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 21 N LAST CHANCE GULCH STE 100, HELENA, MT 59601-4199
- Principal officer (990 for 2024)
- ALISON PAUL, 21 N LAST CHANCE GULCH 100, HELENA, MT 59601
- Signed the 990
- ALISON PAUL, TREASURER
- Phone
- (406) 442-1860
- Website
- WWW.HELENASYMPHONY.ORG
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
TO ENGAGE, ENRICH, TRANSFORM, AND INSPIRE LIVES THROUGH MUSIC.
Program accomplishments
- THE HELENA SYMPHONY PROVIDES MUSIC OF THE HIGHEST QUALITY IN LIVE PERFORMANCES FOR THE GREATER HELENA COMMUNITY. IN 2024-25, 18 CONCERTS WERE PERFORMED BY A 78-MEMBER REGIONAL PROFESSIONAL ORCHESTRA WITH MUSICIANS FROM THE ENTIRE STATE OF MONTANA, AND FROM ACROSS THE COUNTRY. A 100-VOICE MEMBER AUDITIONED (NON-PAID) SYMPHONIC CHORUS JOINS THE SYMPHONY OCCASIONALLY. THE SYMPHONY PERFORMS FOR OVER 27,500 PEOPLE ANNUALLY.Expenses $1,033,457 · revenue $288,423
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
- 81-0352076
- 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
- 1979
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $338,151
- Income (IRS master file)
- $1,335,473
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,304,460 | $1,254,389 | $338,151 | IRS |
| 990 | June 2024 | $1,136,223 | $1,151,814 | $284,384 | IRS |
| 990 | June 2023 | $996,074 | $1,092,287 | $316,720 | XML |
| 990 | June 2022 | $943,638 | $1,021,899 | $408,080 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 81-0352076).
Questions about HELENA SYMPHONY SOCIETY
- What is the EIN of HELENA SYMPHONY SOCIETY?
- The employer identification number (EIN) of HELENA SYMPHONY SOCIETY is 81-0352076.
- Is HELENA SYMPHONY SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to HELENA SYMPHONY SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HELENA 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 HELENA 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 HELENA 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 HELENA SYMPHONY SOCIETY?
- The 990 for the year ended June 30, 2025 names ALISON PAUL.
- Who are the officers and directors of HELENA SYMPHONY SOCIETY?
- The 990 for the year ended June 30, 2025 lists 17 people; 1 received compensation from the organization, the highest $120,652 (ALLAN R SCOTT, DIRECTOR & MUSIC DIRECTOR).
- How much revenue does HELENA SYMPHONY SOCIETY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,304,460, expenses of $1,254,389 and total assets of $338,151 at year end.
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