Montana · Nonprofit
BOZEMAN SYMPHONY SOCIETY
BOZEMAN SYMPHONY SOCIETY (Montana) receives grants from 34 organizations whose IRS filings report $1,269,502 to it, the largest being THE JODAR FAMILY FOUNDATION ($165,000). 21 of them have funded it in more than one year.
- Revenue FY2025
- $2.4M
- Funders on record
- 34
- Grants received
- $1.3M
- Net assets
- $260k
What Bozeman Symphony Society does
Mission
The bozeman symphony provides programming for the benefit of individuals, students and musicians.
As stated on its FY2025 Form 990.
Program
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.
$1,627,498 spent100% of program spending
The program described on its FY2024 Form 990. Program spending in total: $1,627,498.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $545k to $829k (+52%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2021 21% · 2022 16%. Grants only. Government contracts and fees sit inside program revenue.
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 6 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Board chair
Ben Phinney
Chair
As listed on its FY2025 Form 990.
Who funds it, year by year
2017 → 2023: the base broadened from 6 funders to 16 funders, grant income rose $30k → $223k.
7 of 34 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 21% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of BOZEMAN SYMPHONY SOCIETY’s funders (the co-funder graph). Top 30 of 34 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
BOZEMAN SYMPHONY SOCIETY has a broad base — no single funder exceeds 13% of grant income, and it takes 5 funders to reach half.
the vertical line marks half of all grant income — 5 funders to its left
Largest funder’s share by year: 2017 33% · 2018 44% · 2019 57% · 2020 20% · 2021 28% · 2022 23% · 2023 22% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
40% of BOZEMAN SYMPHONY SOCIETY's funders are still giving 3 years after their first grant; 62% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
BOZEMAN SYMPHONY SOCIETY draws 55% of its grant income from funders outside Montana, across 12 states in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $264k arriving through sponsors registered in 5 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Organizations like BOZEMAN SYMPHONY SOCIETY
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Montana
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
67% of spending goes to programs.
Governance
Public support
83%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Screen this organization
A dated, signed PDF of the compliance screen for BOZEMAN SYMPHONY SOCIETY: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds BOZEMAN SYMPHONY SOCIETY?
- BOZEMAN SYMPHONY SOCIETY (Montana) receives grants from 34 organizations whose IRS filings report $1,269,502 to it, the largest being THE JODAR FAMILY FOUNDATION ($165,000). 21 of them have funded it in more than one year.
- How many funders does BOZEMAN SYMPHONY SOCIETY have?
- IRS filings report 34 organizations giving $1,269,502 in grants to BOZEMAN SYMPHONY SOCIETY, 21 of which have funded it in more than one year.
- Who is the largest funder of BOZEMAN SYMPHONY SOCIETY?
- THE JODAR FAMILY FOUNDATION is the largest funder on record, with $165,000 in grants. The full list of funders is on this page.
- How can an organization like BOZEMAN SYMPHONY SOCIETY find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Montana. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Bozeman Symphony Society →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 34 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing