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Texas · Nonprofit

PLANO SYMPHONY ORCHESTRA ASSOCIATION

PLANO SYMPHONY ORCHESTRA ASSOCIATION (Texas) receives grants from 18 organizations whose IRS filings report $1,761,474 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($508,450). 16 of them have funded it in more than one year, and 66% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2025
$2.8M
Funders on record
18
Grants received
$1.8M
Net assets
$1.4M
16/18 repeat funderspeak grant-dependency 16%
01What it does

What Plano Symphony Orchestra Association does

Mission

It is the mission of our orchestra to inspire, educate, entertain and involve the children, youth and adults of our community in the enjoyment of great music. The pso's education vision is to ensure that music is available to as many people as possible regardless of age, race, ethnicity, or socio-economic status.

As stated on its FY2025 Form 990.

Program

  1. The plano symphony presents over 200 concerts and events each year to an annual audience of over 100,000. The 2024/2025 season included: subscription series of 8 concerts, september thru april, all made available through a hybrid presentation of in-person and live streaming; family concert series of 8 concerts across 4 different cities; school concert education program presented 13 performances, reaching 18,000 area 3rd-5th graders; all schools received a musician visit (150+ in total). Other events were held for awareness, donor cultivation and appreciation, and marketing purposes.

    $1,892,648 spent$896,466 earned by the program
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $1,892,648.

02The organization over time

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. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($1.6M) Expenses 100 ($1.6M) Net assets 100 ($1.2M)2018 Revenue 97 ($1.6M) Expenses 105 ($1.7M) Net assets 94 ($1.2M)2019 Revenue 106 ($1.7M) Expenses 123 ($2.0M) Net assets 73 ($909k)2020 Revenue 90 ($1.5M) Expenses 107 ($1.7M) Net assets 49 ($609k)2021 Revenue 81 ($1.3M) Expenses 83 ($1.3M) Net assets 51 ($637k)2022 Revenue 131 ($2.2M) Expenses 102 ($1.7M) Net assets 88 ($1.1M)2023 Revenue 94 ($1.5M) Expenses 108 ($1.8M) Net assets 71 ($888k)2024 Revenue 137 ($2.3M) Expenses 131 ($2.1M) Net assets 82 ($1.0M)2025 Revenue 172 ($2.8M) Expenses 152 ($2.5M) Net assets 114 ($1.4M)
'17'18'19'20'21'22'23'24'25
Revenue (172)Expenses (152)Net assets (114)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $1.9M to $2.5M (+29%).

$1.6M
$1.5M
$1.7M
$1.4M
$1.4M
$1.8M
$1.8M
$1.9M
$2.5M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

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.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 23% · 2018 20% · 2019 20% · 2020 21% · 2021 17% · 2022 13% · 2023 15% · 2024 11% · 2025 13%. Grants only. Government contracts and fees sit inside program revenue.

68% of PLANO SYMPHONY ORCHESTRA ASSOCIATION’s revenue is contributions — more donation-reliant than the typical peer (63% for the typical peer).

This organization
Typical peer · 5,377 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 5 of the last 9 reported years ran a deficit.

$18k
’17
−$112k
’18
−$263k
’19
−$271k
’20
−$5k
’21
$503k
’22
−$204k
’23
$128k
’24
$358k
’25
2.5
months of
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.

Chief executive

Patterson Gregory

President/CEO

Board chair

Mills Brenda

Chairman

As listed on its FY2025 Form 990.

'17'18'19'20'21'22'23'24'25
Listed333431363230313436
Joined·+11+8+11+4+7+13+9+9
No longer listed·10116891267
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 7 funders to 13 funders, grant income rose $125k → $248k.

5 of 18 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 66% 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 PLANO SYMPHONY ORCHESTRA ASSOCIATION’s funders (the co-funder graph). 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

PLANO SYMPHONY ORCHESTRA ASSOCIATION leans on a few funders — its largest provides 29% of grant income and the top three 66%; half comes from just 2 funders.

the vertical line marks half of all grant income — 2 funders to its left

74% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund PLANO SYMPHONY ORCHESTRA ASSOCIATION.

29%
largest funder
66%
top three
~6
effective funders

Largest funder’s share by year: 2017 83% · 2018 72% · 2019 30% · 2020 40% · 2021 43% · 2022 27% · 2023 26% — 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

92% of PLANO SYMPHONY ORCHESTRA ASSOCIATION's funders are still giving 3 years after their first grant; 89% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

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

66% of PLANO SYMPHONY ORCHESTRA ASSOCIATION's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $599k that is directly attributable, 59% of it comes from funders outside Texas, across 5 states.

OH
CA
DE
NC
TX

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Texas out of state home

Funder states come from each funder’s own filing. $1.2M arriving through sponsors registered in 4 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.

04Its place in the field

Against its field

PLANO SYMPHONY ORCHESTRA ASSOCIATION runs a healthier operating margin than half of the 3,230 arts & culture nonprofits its size.

Operating margin13% · above the median
Months of reserve2.5mo · below the median
Revenue growth (annualized)7% · below the median

this organization peer median middle 50% of peers· 3,230 arts & culture nonprofits $1M–$10M, FY2025

Government funding PLANO SYMPHONY ORCHESTRA ASSOCIATION receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $25k on record.

Federal$25k
grants $25kcontracts $0
21
22
Top agencies
  • National Endowment for the Arts$25k

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like PLANO SYMPHONY ORCHESTRA ASSOCIATION

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 Texas

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

76% of spending goes to programs.

Program 76%Management 12%Fundraising 11%

Governance

29
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

62%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

TX

Screen this organization

A dated, signed PDF of the compliance screen for PLANO SYMPHONY ORCHESTRA ASSOCIATION: 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.

A paid feature, included from the $75 plan up. Sign in to download.

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 PLANO SYMPHONY ORCHESTRA ASSOCIATION?
PLANO SYMPHONY ORCHESTRA ASSOCIATION (Texas) receives grants from 18 organizations whose IRS filings report $1,761,474 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($508,450). 16 of them have funded it in more than one year, and 66% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does PLANO SYMPHONY ORCHESTRA ASSOCIATION have?
IRS filings report 18 organizations giving $1,761,474 in grants to PLANO SYMPHONY ORCHESTRA ASSOCIATION, 16 of which have funded it in more than one year.
Who is the largest funder of PLANO SYMPHONY ORCHESTRA ASSOCIATION?
FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $508,450 in grants. The full list of funders is on this page.
How can an organization like PLANO SYMPHONY ORCHESTRA ASSOCIATION find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Texas. 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 Plano Symphony Orchestra Association →

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 18 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