Civic Intelligence

Lakes Region Symphony Orchestra

990EZ • Fiscal year 2021 • EIN 02-0423559

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 20, 2021

Organization ProfileWWW.LRSO.ORG
PO Box 721Meredith, NH 03253

(603) 455-2767

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

24th percentile

-11%

Higher net margin than 24% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

83rd percentile

$16,320

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 79.9% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

34th percentile

-3.2%

Faster asset growth than 34% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

11th percentile

-65%

Faster revenue growth than 11% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$67,758

Down $2,240 (-3.2%) from 2020

Net Assets

Down

$67,758

Down $2,240 (-3.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin24th percentile

Revenue

Down

$20,415

Down $38,501 (-65%) from 2020

Expenses

Down

$22,655

Down $30,102 (-57%) from 2020

Net Income

Down

-$2,240

Down $8,399 (-136%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2012: $19,378Liabilities 2012: $02012Assets 2013: $24,412Liabilities 2013: $02013Assets 2014: $29,179Liabilities 2014: $02014Assets 2015: $34,631Liabilities 2015: $02015Assets 2016: $41,496Liabilities 2016: $0Net Assets 2016: $41,4962016Assets 2017: $40,480Liabilities 2017: $0Net Assets 2017: $40,4802017Assets 2018: $49,947Liabilities 2018: $0Net Assets 2018: $49,9472018Assets 2019: $63,839Liabilities 2019: $0Net Assets 2019: $63,8392019Assets 2020: $69,998Liabilities 2020: $0Net Assets 2020: $69,9982020Assets 2021: $67,758Liabilities 2021: $0Net Assets 2021: $67,7582021Assets 2022: $93,292Liabilities 2022: $0Net Assets 2022: $93,2922022Assets 2023: $119,377Liabilities 2023: $0Net Assets 2023: $119,3772023Assets 2024: $165,424Liabilities 2024: $0Net Assets 2024: $165,4242024Assets 2025: $197,182Net Assets 2025: $197,1822025

Highlighted filing

2021

Assets$67,758
Liabilities$0
Net Assets$67,758
Open 2021 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $29,877Expenses 2012: $35,015Net Income 2012: -$5,1382012Revenue 2013: $36,625Expenses 2013: $31,591Net Income 2013: $5,0342013Revenue 2014: $40,177Expenses 2014: $35,410Net Income 2014: $4,7672014Revenue 2015: $44,952Expenses 2015: $39,500Net Income 2015: $5,4522015Revenue 2016: $45,696Expenses 2016: $38,831Net Income 2016: $6,8652016Revenue 2017: $47,103Expenses 2017: $48,119Net Income 2017: -$1,0162017Revenue 2018: $60,095Expenses 2018: $50,629Net Income 2018: $9,4662018Revenue 2019: $67,448Expenses 2019: $53,556Net Income 2019: $13,8922019Revenue 2020: $58,916Expenses 2020: $52,757Net Income 2020: $6,1592020Revenue 2021: $20,415Expenses 2021: $22,655Net Income 2021: -$2,2402021Revenue 2022: $93,561Expenses 2022: $68,023Net Income 2022: $25,5382022Revenue 2023: $110,146Expenses 2023: $83,953Net Income 2023: $26,1932023Revenue 2024: $136,452Expenses 2024: $90,405Net Income 2024: $46,0472024Revenue 2025: $143,996Expenses 2025: $112,238Net Income 2025: $31,7582025

Highlighted filing

2021

Revenue$20,415
Expenses$22,655
Net Income-$2,240
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 20, 2021
Return Version
2020v4.0
Gross Receipts
$20,415
Mission and Program Overview

Mission

Manage a community symphony orchestra

Program Services

DescriptionGrantsExpenses
PRESENTED 6 CONCERTS ATTENDED BY APPROXIMATELY 1,500 PEOPLE. PROVIDED A COMMUNITY ORCHESTRA VENUE FOR ABOUT 50 MUSICIANS.-$22,655
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BENJAMIN GREENEMusic DirectPT$16,320-$16,320
CHRIS MEGAPresidentPT$0--
CLAUDETTE AYOTTEVice PresidePT$0--
ROGER NASHBoard MemberPT$0--
SUSAN HARVILLESecretaryPT$0--
ABIGAIL MERCERTreasurerPT$0--
HEIDI BARRETT-KITCHENBoard MemberPT$0--
DAVID THORPEBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Lakes Region Symphony Orchestra
EIN
02-0423559
Address
PO BOX 721, MEREDITH, NH 03253

Signing Officer

Name
Abigail Mercer
Title
Treasurer
Phone
6034552767
Signed
2021-09-20

Preparer

Firm
Richard Pendergast CPA
Address
164 NH ROUTE 25 UNIT 4, MEREDITH, NH 03253-6427
Preparer
Richard J Pendergast
Phone
6034914498
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses royalties 81 advertising 200 insurance 2,022 miscellaneous 100 dues & fees 140 postage 93 supplies 42 outside services 1,285 web fees 242 paypal fees 72 total 4,277”

Raw XML Appendix149 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0BENJAMIN GREENE
CompensationExplanation/CompensationExplanationGrp/PersonNm1CHRIS MEGA
CompensationExplanation/CompensationExplanationGrp/PersonNm2CLAUDETTE AYOTTE
CompensationExplanation/CompensationExplanationGrp/PersonNm3ROGER NASH
CompensationExplanation/CompensationExplanationGrp/PersonNm4SUSAN HARVILLE
CompensationExplanation/CompensationExplanationGrp/PersonNm5ABIGAIL MERCER
CompensationExplanation/CompensationExplanationGrp/PersonNm6HEIDI BARRETTKITCHEN
CompensationExplanation/CompensationExplanationGrp/PersonNm7DAVID THORPE
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ABIGAIL MERCER
IRS990EZ/BooksInCareOfDetail/PhoneNum06034552767
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04 BIRCH LEDGE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MEREDITH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd003253
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt069998
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt067758
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01660
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2240
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt069998
IRS990EZ/Form990TotalAssetsGrp/EOYAmt067758
IRS990EZ/GrossReceiptsAmt020415
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt069998
IRS990EZ/NetAssetsOrFundBalancesEOYAmt067758
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt069998
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt067758
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt016320
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BENJAMIN GREENE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRIS MEGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CLAUDETTE AYOTTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROGER NASH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUSAN HARVILLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ABIGAIL MERCER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6HEIDI BARRETT-KITCHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DAVID THORPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MUSIC DIRECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04277
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MANAGE A COMMUNITY SYMPHONY ORCHESTRA
IRS990EZ/PrintingPublicationsPostageAmt01058
IRS990EZ/ProgramServiceRevenueAmt018747
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PRESENTED 6 CONCERTS ATTENDED BY APPROXIMATELY 1,500 PEOPLE. PROVIDED A COMMUNITY ORCHESTRA VENUE FOR ABOUT 50 MUSICIANS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022655
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt016320
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022655
IRS990EZ/TotalProgramServiceExpensesAmt022655
IRS990EZ/TotalRevenueAmt020415
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LRSO.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01660
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012840
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt012245
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt014636
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08774
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt050155
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0165493
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt050155
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01660
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012840
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt012245
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt014636
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08774
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt050155
IRS990ScheduleA/TotalSupportAmt050155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ROYALTIES 81 ADVERTISING 200 INSURANCE 2,022 MISCELLANEOUS 100 DUES & FEES 140 POSTAGE 93 SUPPLIES 42 OUTSIDE SERVICES 1,285 WEB FEES 242 PAYPAL FEES 72 TOTAL 4,277
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ABIGAIL MERCER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06034552767
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKES REGION SYMPHONY ORCHESTRA
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0020423559
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 721
ReturnHeader/Filer/USAddress/CityNm0MEREDITH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003253
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814985205
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICHARD PENDERGAST CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0164 NH ROUTE 25 UNIT 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEREDITH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0032536427
ReturnHeader/PreparerPersonGrp/PhoneNum06034914498
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD J PENDERGAST
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-09-30T07:20:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ABIGAIL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MERCER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,758
Liabilities
$0
Net assets
$67,758
Revenue
$20,415
Expenses
$22,655
Net income
-$2,240
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$1.97$1.44$1.12$0.32
2024Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$1.36$0.90$0.46
2023Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$1.10$0.84$0.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.94$0.68$0.26
2021Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.20$0.23$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.59$0.53$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.64$0.67$0.54$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$0.60$0.51$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.47$0.48$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.46$0.39$0.07
2015Summary only. Only limited summary data is available for this year.$0.35$0.00$0.45$0.40$0.05
2014Summary only. Only limited summary data is available for this year.$0.29$0.00$0.40$0.35$0.05
2013Summary only. Only limited summary data is available for this year.$0.24$0.00$0.37$0.32$0.05
2012Summary only. Only limited summary data is available for this year.$0.19$0.00$0.30$0.35$0.05