Civic Intelligence

The Concord Orchestra Inc

EIN 04-6089075 • 501(c)3 • Concord, MA

Profile

Performance of symphonic music

51 Walden St Box 381Concord, MA 01742

concordorchestra.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

30%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$177,169

Up $16,498 (+10%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$177,169

Up $16,498 (+10%) from 2023

Revenue

Up

$91,846

Up $21,446 (+30%) from 2023

Expenses

Up

$76,501

Up $9,810 (+15%) from 2023

Net Income

Up

$15,345

Up $11,636 (+314%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $73,647Liabilities 2011: $02011Assets 2012: $56,263Liabilities 2012: $02012Assets 2013: $59,265Liabilities 2013: $02013Assets 2014: $67,802Liabilities 2014: $02014Assets 2015: $82,496Liabilities 2015: $02015Assets 2016: $89,190Liabilities 2016: $0Net Assets 2016: $89,1902016Assets 2017: $141,172Liabilities 2017: $0Net Assets 2017: $141,1722017Assets 2018: $147,612Net Assets 2018: $147,6122018Assets 2019: $148,710Liabilities 2019: $0Net Assets 2019: $148,7102019Assets 2020: $149,283Liabilities 2020: $0Net Assets 2020: $149,2832020Assets 2021: $154,131Liabilities 2021: $0Net Assets 2021: $154,1312021Assets 2022: $155,809Liabilities 2022: $0Net Assets 2022: $155,8092022Assets 2023: $160,671Liabilities 2023: $0Net Assets 2023: $160,6712023Assets 2024: $177,169Net Assets 2024: $177,1692024

Highlighted filing

2024

Assets$177,169
Liabilities-
Net Assets$177,169

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $68,910Expenses 2011: $84,678Net Income 2011: -$15,7682011Revenue 2012: $58,321Expenses 2012: $75,778Net Income 2012: -$17,4572012Revenue 2013: $74,915Expenses 2013: $71,913Net Income 2013: $3,0022013Revenue 2014: $84,734Expenses 2014: $76,197Net Income 2014: $8,5372014Revenue 2015: $81,420Expenses 2015: $66,726Net Income 2015: $14,6942015Revenue 2016: $75,067Expenses 2016: $68,573Net Income 2016: $6,4942016Revenue 2017: $76,708Expenses 2017: $71,869Net Income 2017: $4,8392017Revenue 2018: $79,835Expenses 2018: $74,649Net Income 2018: $5,1862018Revenue 2019: $73,327Expenses 2019: $70,745Net Income 2019: $2,5822019Revenue 2020: $44,080Expenses 2020: $44,387Net Income 2020: -$3072020Revenue 2021: $33,419Expenses 2021: $28,571Net Income 2021: $4,8482021Revenue 2022: $56,056Expenses 2022: $54,378Net Income 2022: $1,6782022Revenue 2023: $70,400Expenses 2023: $66,691Net Income 2023: $3,7092023Revenue 2024: $91,846Expenses 2024: $76,501Net Income 2024: $15,3452024

Highlighted filing

2024

Revenue$91,846
Expenses$76,501
Net Income$15,345

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.77$1.77$0.92$0.77$0.15
2023Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.70$0.67$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.56$0.54$0.02
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.54$0.00$1.54$0.33$0.29$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.44$0.44$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.00$1.49$0.73$0.71$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.48$1.48$0.80$0.75$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.77$0.72$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.75$0.69$0.06
2015Summary only. Only limited summary data is available for this year.$0.82$0.00$0.81$0.67$0.15
2014Summary only. Only limited summary data is available for this year.$0.68$0.00$0.85$0.76$0.09
2013Summary only. Only limited summary data is available for this year.$0.59$0.00$0.75$0.72$0.03
2012Summary only. Only limited summary data is available for this year.$0.56$0.00$0.58$0.76$0.17
2011Summary only. Only limited summary data is available for this year.$0.74$0.00$0.69$0.85$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 18, 2025
Return Version
2023v6.0
Gross Receipts
$91,846
Mission and Program Overview

Mission

Performance of symphonic music

Program Services

DescriptionGrantsExpenses
PART III LINE 28 PRESENTATION OF 10 CLASSICAL CONCERTS. TOTAL ATTENDANCE APPROXIMATELY 1200. TOTAL ORCHESTRA MEMBERSHIP APPROXIMATELY 80.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL ROSENDirector At Large-$0--
EDITH EPSTEINVice President-$0--
DOUG GAUTHIERDirector At Large-$0--
CAROL SOHNPresident-$0--
MARSHA TURINTreasurer-$0--
JUDY MORRISONDirector At Large-$0--
SUSAN JACKSONDirector At Large-$0--
ALEXIA SCHULZSecretary-$0--
BRUCE KINMONTHDirector At Large-$0--
PEGGY YALMANDirector At Large-$0--
Filing and Contact Details

Filer

Filer Name
The Concord Orchestra Inc
EIN
04-6089075
Phone
9783694967
Address
51 WALDEN ST BOX 381, CONCORD, MA 01742

Signing Officer

Name
Carol Sohn
Title
President
Phone
9783694967
Signed
2025-02-18
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
CHC PILOT 2 WFA, KANSAS CITY, MO 64105
Preparer
Jane Bailey
Phone
8004725625
Supplemental Narrative

Additional Explanations

Pt I Line 10

JIYU OH YOUNG ARTIST

Pt 1 Line 8

Piano rental 185 on line ticket surcharge 863

Pt 1 Line 16

Performance rights 931 music rental 6245 miscellaneous expenses 1752 insurance 573 online transaction fees 2628 advertising 132 instrument costs 150 reception supplies 275 recording 1300 state fee 35

Pt II Line 24

Music library 35000 other instruments 7630 steinwayy piano model b 38000 cash box 250

Raw XML Appendix169 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR AT LARGE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR AT LARGE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR AT LARGE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR AT LARGE
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IRS990EZ/Organization501c3Ind0X
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IRS990EZ/TotalExpensesAmt076501
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JIYU OH YOUNG ARTIST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PIANO RENTAL 185 ON LINE TICKET SURCHARGE 863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PERFORMANCE RIGHTS 931 MUSIC RENTAL 6245 MISCELLANEOUS EXPENSES 1752 INSURANCE 573 ONLINE TRANSACTION FEES 2628 ADVERTISING 132 INSTRUMENT COSTS 150 RECEPTION SUPPLIES 275 RECORDING 1300 STATE FEE 35
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PT I LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PT 1 LINE 8
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PT II LINE 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/EIN0046089075
ReturnHeader/Filer/PhoneNum09783694967
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ReturnHeader/Filer/USAddress/CityNm0CONCORD
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jane Bailey
ReturnHeader/ReturnTs02025-05-02T15:30:32Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits