GREATER BRIDGEPORT SYMPHONY SOCIETY INC Charity Report

Public IRS 990 nonprofit record

GREATER BRIDGEPORT SYMPHONY SOCIETY INC

EIN 06-6012460 · Symphony Orchestras (A69)

What they do

to PRESENT ORCHESTRA CONCERTS THROUGH THE GREATER BRIDGEPORT SYMPHONY ORCHESTRA and EDUCATIONAL PROGRAMS. THE SOCIETYS OBJECTIVE is to BRING ENRICHING MUSICAL PERFORMANCES to PEOPLE THROUGHOUT THE GREATER BRIDEPORT AREA.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $78.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders27 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

71.15%of revenue went to mission work78.6% of expenses · Program services

2.46%of revenue went to fundraising2.7% of expenses

$90.53spent for every $100 of revenueRevenue covered expenses this year.

16.92%of revenue went to management and office costs18.7% of expenses

$0.65in assets for every $1 spent this yearSome assets cannot be spent right away.

70.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $60,000 for PHYLLIS CORTESE (EXECUTIVE DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$398,352

Mission workProgram services$283,43771.15% of revenue78.6% of expenses

ManagementOffice and general costs$67,39516.92% of revenue18.7% of expenses

FundraisingAsking for donations$9,7832.46% of revenue2.7% of expenses

Revenue left after expensesReported annual surplus$37,7379.47% of revenueShown in gray on the chart

Total expenses$360,61590.53% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 78.6% mission · 18.7% management · 2.7% fundraisingTotal expenses: 90.53% of revenue

2023Expense mix: 87.7% mission · 9.6% management · 2.7% fundraisingTotal expenses: 155.59% of revenue

2022Expense mix: 90.1% mission · 6.4% management · 3.5% fundraisingTotal expenses: 110.65% of revenue

2021Expense mix: 84.1% mission · 11.1% management · 4.8% fundraisingTotal expenses: 87.01% of revenue

2020Expense mix: 86.5% mission · 8.3% management · 5.1% fundraisingTotal expenses: 64.67% of revenue

2018Expense mix: 86.7% mission · 8.8% management · 4.5% fundraisingTotal expenses: 103.61% of revenue

2017Expense mix: 86.0% mission · 8.2% management · 5.8% fundraisingTotal expenses: 86.74% of revenue

2016Expense mix: 87.7% mission · 7.6% management · 4.7% fundraisingTotal expenses: 92.85% of revenue

Money in and money out

Revenue$398,352

Expenses$360,615

Annual surplus $37,737 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$283,437 · 78.6% of expenses

Management and office costs$67,395 · 18.7% of expenses

Fundraising$9,783 · 2.7% of expenses

See all reported dollar amounts

Revenue$398,352

Expenses$360,615

Assets$232,676

Income$420,343

Contributions$282,091

Mission work (program services)$283,437

Fundraising$9,783

Management and general$67,395

Executive compensation (total)$35,214

Stocks and bonds$28,893

Accounting fees$12,863

Investing fees$880

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

PHYLLIS CORTESEEXECUTIVE DIRECTOR $60,000

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (27)

PHYLLIS CORTESEEXECUTIVE DIRECTOR

KATHRYN TAYLORTRUSTEE

YASMINNE MORGANTRUSTEE

TAMAR BEACH WELLSINTERIM CHAIR ORCHESTRA COMMITTEE

SANDRA ZALIKTREASURER

ROGER N POCOCKTRUSTEE

RICHARD A CERRATOCORPORATE SECRETARY

NANCY WESTCOTT POCOCKTRUSTEE

MICHAEL W BANTENTRUSTEE

MARK HALSTEADPRESIDENT

LUIS R MEZA LEALTRUSTEE

LISA V TASITRUSTEE

KEN STAFFEYIMMEDIATE PAST PRESIDENT

KATHY MCCARTHYTRUSTEE

BRIAN FALKOWSKITRUSTEE

JUSTIN F HARRINGTONASSISTANT TREASURER

JOSEPH M BIERBAUMTRUSTEE

HINDA M WOLFTRUSTEE

HENRY C BANACHTRUSTEE

FRANK MARTIGNETTITRUSTEE

FRANK GALLINELLIVICE PRESIDENT

EDWARD L PIQUETTETRUSTEE

DORIS HARRINGTONCHAIRMAN

DOC HERMALYNTRUSTEE

DAVID MESTRETRUSTEE

CHRISTINE M KUDRAVYTRUSTEE

BRUCE LORENTZENTRUSTEE

About this charity

Recognized since: January 1947
Location: 2385 PARK AVE, BRIDGEPORT, CT 06604-1441
County: Fairfield
In care of: % SANDRA ZALIK
Primary officer: SANDRA ZALIK, TREASURER

How to reach them

WebsiteVisit the charity’s website Phone(203) 576-0263

Filing and classification

Latest tax year: 2024
Tax period began: May 1, 2024
Return type: 990
Tax preparer: SUNSTONE BOOKKEEPING LLC
NTEE classification: Symphony Orchestras (A69)
IRS tax category: Symphony Orchestras