Civic Intelligence

Greater Fall River Symphony Society Inc.

990EZ • Fiscal year 2014 • EIN 04-6130150

May 01, 2013 to Apr 30, 2014 • Filed on Jun 30, 2014

PO Box 9034Fall River, MA 02720

(774) 294-5693

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

30th percentile

-12%

Faster revenue growth than 30% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$74,420

Up $7,706 (+12%) from 2013

Net Assets

Up

$74,420

Up $7,706 (+12%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$26,946

Down $3,590 (-12%) from 2013

Expenses

Down

$21,198

Down $4,336 (-17%) from 2013

Net Income

Up

$5,748

Up $746 (+15%) from 2013

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $0Liabilities 2011: $02011Assets 2012: $61,712Liabilities 2012: $02012Assets 2013: $66,714Liabilities 2013: $0Net Assets 2013: $66,7142013Assets 2014: $74,420Liabilities 2014: $0Net Assets 2014: $74,4202014Assets 2015: $84,816Liabilities 2015: $0Net Assets 2015: $84,8162015Assets 2016: $91,170Liabilities 2016: $0Net Assets 2016: $91,1702016Assets 2017: $101,881Liabilities 2017: $0Net Assets 2017: $101,8812017Assets 2018: $111,885Liabilities 2018: $0Net Assets 2018: $111,8852018Assets 2019: $76,345Liabilities 2019: $0Net Assets 2019: $76,3452019Assets 2020: $85,802Liabilities 2020: $02020Assets 2021: $92,522Liabilities 2021: $0Net Assets 2021: $92,5222021Assets 2022: $99,582Liabilities 2022: $0Net Assets 2022: $99,5822022Assets 2023: $99,399Liabilities 2023: $0Net Assets 2023: $99,3992023Assets 2024: $171,705Net Assets 2024: $171,7052024

Highlighted filing

2014

Assets$74,420
Liabilities$0
Net Assets$74,420

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $29,152Expenses 2011: $41,668Net Income 2011: -$12,5162011Revenue 2012: $27,818Expenses 2012: $25,367Net Income 2012: $2,4512012Revenue 2013: $30,536Expenses 2013: $25,534Net Income 2013: $5,0022013Revenue 2014: $26,946Expenses 2014: $21,198Net Income 2014: $5,7482014Revenue 2015: $25,830Expenses 2015: $17,652Net Income 2015: $8,1782015Revenue 2016: $27,814Expenses 2016: $21,982Net Income 2016: $5,8322016Revenue 2017: $34,697Expenses 2017: $23,985Net Income 2017: $10,7122017Revenue 2018: $31,334Expenses 2018: $24,946Net Income 2018: $6,3882018Revenue 2019: $32,574Expenses 2019: $31,176Net Income 2019: $1,3982019Revenue 2020: $45,293Expenses 2020: $34,842Net Income 2020: $10,4512020Revenue 2021: $20,175Expenses 2021: $16,416Net Income 2021: $3,7592021Revenue 2022: $41,333Expenses 2022: $32,922Net Income 2022: $8,4112022Revenue 2023: $36,217Expenses 2023: $36,262Net Income 2023: -$452023Revenue 2024: $71,061Expenses 2024: $49,800Net Income 2024: $21,2612024

Highlighted filing

2014

Revenue$26,946
Expenses$21,198
Net Income$5,748
Jump To
Filing Snapshot
Filing Period
May 1, 2013 to Apr 30, 2014
Signed
Jun 30, 2014
Return Version
2013v3.1
Gross Receipts
$26,946
Mission and Program Overview

Mission

To provide orchestral concerts for the general public

Program Services

DescriptionGrantsExpenses
PROGRAM SERVICES RENDERED INCLUDE MUSIC CONCERTS AND SIMILAR-$11,421
PROGRAM SERVICES RENDERED INCLUDE MUSIC CONCERTS AND SIMILAR-$8,102
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH YOKELLPresident-$0--
BRUCE REXVice Preside-$0--
JUDITH CONRADSecretary-$0--
DONNA FREITASTreasurer-$0--
JOSEPH COSTAPresident El-$0--
Filing and Contact Details

Filer

EIN
04-6130150
Phone
7742945693

Signing Officer

Name
Elizabeth Yokell
Title
President
Phone
7742945693
Signed
2014-06-30
Discuss with paid preparer
Yes

Preparer

Preparer
Donna L Freitas
Phone
7742945693
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising 50 office 1,095 bank service charges 4 dues 89 filing fees 15 misc 51 information technology 1,115 liability insurance 188 total 2,607

Form 990-ez, Part I, Line 20

CHANGE IN VALUE 1,958

Form 990-ez, Part III, Line 31

Program services rendered include music concerts and similar

Raw XML Appendix168 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/PersonNm0ELIZABETH YOKELL
CompensationExplanation/CompensationExplanationGrp/PersonNm1BRUCE REX
CompensationExplanation/CompensationExplanationGrp/PersonNm2JUDITH CONRAD
CompensationExplanation/CompensationExplanationGrp/PersonNm3DONNA FREITAS
CompensationExplanation/CompensationExplanationGrp/PersonNm4JOSEPH COSTA
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10THE BALANCED BOOK
IRS990EZ/BooksInCareOfDetail/PhoneNum07742945693
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101565 N MAIN STREET SUITE 204
IRS990EZ/BooksInCareOfDetail/USAddress/City0FALL RIVER
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode002720
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt066714
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt074420
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013965
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05748
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04922
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt066714
IRS990EZ/Form990TotalAssetsGrp/EOYAmt074420
IRS990EZ/GrossReceiptsAmt026946
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0332
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt066714
IRS990EZ/NetAssetsOrFundBalancesEOYAmt074420
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt066714
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt074420
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELIZABETH YOKELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRUCE REX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JUDITH CONRAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DONNA FREITAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOSEPH COSTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT EL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01958
IRS990EZ/OtherExpensesTotalAmt02607
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE ORCHESTRAL CONCERTS FOR THE GENERAL PUBLIC
IRS990EZ/PrintingPublicationsPostageAmt01469
IRS990EZ/ProgramServiceRevenueAmt012649
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROGRAM SERVICES RENDERED INCLUDE MUSIC CONCERTS AND SIMILAR
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROGRAM SERVICES RENDERED INCLUDE MUSIC CONCERTS AND SIMILAR
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08102
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111421
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt012200
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021198
IRS990EZ/TotalProgramServiceExpensesAmt019523
IRS990EZ/TotalRevenueAmt026946
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0REINVESTED GAIN 2,245
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0PART II, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013965
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011015
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015512
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013012
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt069004
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0491
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0523
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0645
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01575
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03234
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt012981
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt019521
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt014806
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt014283
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt020515
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt082106
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0491
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0523
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0645
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01575
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03234
IRS990ScheduleA/InvestmentIncomeCYPct00.02000
IRS990ScheduleA/InvestmentIncomePYPct00.03000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt02245
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02245
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96500
IRS990ScheduleA/PublicSupportPY509Pct00.95410
IRS990ScheduleA/PublicSupportTotal509Amt0151110
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt026946
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt030536
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt030318
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt027295
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt036015
IRS990ScheduleA/Total509Grp/TotalAmt0151110
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt026946
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt033272
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt030841
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt027940
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt037590
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0156589
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 50 OFFICE 1,095 BANK SERVICE CHARGES 4 DUES 89 FILING FEES 15 MISC 51 INFORMATION TECHNOLOGY 1,115 LIABILITY INSURANCE 188 TOTAL 2,607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHANGE IN VALUE 1,958
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM SERVICES RENDERED INCLUDE MUSIC CONCERTS AND SIMILAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH YOKELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07742945693
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10GREATER FALL RIVER SYMPHONY SOCIETY
ReturnHeader/Filer/BusinessName/BusinessNameLine20INC
ReturnHeader/Filer/BusinessNameControlTxt0GREA
ReturnHeader/Filer/EIN0046130150
ReturnHeader/Filer/PhoneNum07742945693
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 9034
ReturnHeader/Filer/USAddress/City0FALL RIVER
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002720
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463250219
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10THE BALANCED BOOK INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101565 N MAIN ST STE 509
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0FALL RIVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode002720
ReturnHeader/PreparerPersonGrp/PhoneNum07742945693
ReturnHeader/PreparerPersonGrp/PreparationDt02014-07-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA L FREITAS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-07-01T10:41:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-05-01
ReturnHeader/TaxPeriodEndDt02014-04-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.72$1.72$0.71$0.50$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.36$0.36$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.41$0.33$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.20$0.16$0.04
2020Summary only. Only limited summary data is available for this year.$0.86$0.00$0.45$0.35$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.33$0.31$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.31$0.25$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.35$0.24$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.28$0.22$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.26$0.18$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.27$0.21$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$0.31$0.26$0.05
2012Summary only. Only limited summary data is available for this year.$0.62$0.00$0.28$0.25$0.02
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.29$0.42$0.13
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits