Civic Intelligence

Greater Fall River Symphony Society Inc.

990EZ • Fiscal year 2017 • EIN 04-6130150

May 01, 2016 to Apr 30, 2017 • Filed on Nov 13, 2017

Organization ProfileN/A
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

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

25%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$101,881

Up $10,711 (+12%) from 2016

Net Assets

Up

$101,881

Up $10,711 (+12%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin84th percentile

Revenue

Up

$34,697

Up $6,883 (+25%) from 2016

Expenses

Up

$23,985

Up $2,003 (+9.1%) from 2016

Net Income

Up

$10,712

Up $4,880 (+84%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

2017

Assets$101,881
Liabilities$0
Net Assets$101,881
Open 2017 Filing

Operations Trend

Revenue Growth75th percentile

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

2017

Revenue$34,697
Expenses$23,985
Net Income$10,712
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$34,697
Mission and Program Overview

Mission

To provide orchestral concerts for the general public

Program Services

DescriptionGrantsExpenses
PROGRAM SERVICES RENDERED INCLUDE MUSIC CONCERTS AND SIMILAR-$14,148
PROGRAM SERVICES RENDERED INCLUDE MUSIC CONCERTS AND SIMILAR-$9,837
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH DOHERTYPresidentPT$0--
ELIAZABETH YOKELLVice PresidePT$0--
JUDITH CONRADSecretaryPT$0--
DONNA FREITASTreasurerPT$0--
JOSEPH COSTAOfficerPT$0--
Filing and Contact Details

Filer

Filer Name
Greater Fall River Symphony Society
EIN
04-6130150
Phone
7742945693
Address
PO BOX 9034, FALL RIVER, MA 02720

Signing Officer

Name
Elizabeth Doherty
Title
President
Phone
7742945693
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
The Balanced Book Inc
Address
1822 N MAIN STREET FLOOR 2 ANNEX 5, FALL RIVER, MA 02720
Preparer
Donna L Freitas
Phone
7742945693
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising 154 office 564 bank service charges 4 dues 414 total 1,136”

Form 990-ez, Part I, Line 20

“CHANGE IN VALUE 0”

Form 990-ez, Part III, Line 31

“Program services rendered include music concerts and similar”

Raw XML Appendix158 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE BALANCED BOOK
IRS990EZ/BooksInCareOfDetail/PhoneNum07742945693
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01565 N MAIN STREET SUITE 204
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FALL RIVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002720
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt091169
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0101881
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt017798
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010712
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04530
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt091169
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0101881
IRS990EZ/GrossReceiptsAmt034697
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0399
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt091169
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0101881
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt091169
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0101881
IRS990EZ/OccupancyRentUtltsAndMaintAmt01124
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELIZABETH DOHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELIAZABETH YOKELL
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/TitleTxt4OFFICER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01136
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE ORCHESTRAL CONCERTS FOR THE GENERAL PUBLIC
IRS990EZ/PrintingPublicationsPostageAmt02595
IRS990EZ/ProgramServiceRevenueAmt016500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROGRAM SERVICES RENDERED INCLUDE MUSIC CONCERTS AND SIMILAR
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROGRAM SERVICES RENDERED INCLUDE MUSIC CONCERTS AND SIMILAR
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09837
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114148
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt014600
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023985
IRS990EZ/TotalProgramServiceExpensesAmt023985
IRS990EZ/TotalRevenueAmt034697
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0REINVESTED GAIN 2,245
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt017798
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt019915
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014935
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013965
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011015
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt077628
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0491
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0491
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt016899
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07899
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt010895
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt012981
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt019521
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt068195
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0491
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0491
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt02245
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02245
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98160
IRS990ScheduleA/PublicSupportPY509Pct00.97750
IRS990ScheduleA/PublicSupportTotal509Amt0145823
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt034697
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt027814
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt025830
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt026946
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt030536
IRS990ScheduleA/Total509Grp/TotalAmt0145823
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt034697
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt027814
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt025830
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt026946
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt033272
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0148559
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 154 OFFICE 564 BANK SERVICE CHARGES 4 DUES 414 TOTAL 1,136
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHANGE IN VALUE 0
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH DOHERTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07742945693
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREATER FALL RIVER SYMPHONY SOCIETY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0GREA
ReturnHeader/Filer/EIN0046130150
ReturnHeader/Filer/PhoneNum07742945693
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 9034
ReturnHeader/Filer/USAddress/CityNm0FALL RIVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002720
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D73F4BECA0373E80E0B47F79FF6805A8EE6F591C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D73F4BECA0373E80E0B47F79FF6805A8EE6F591C
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE BALANCED BOOK INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01822 N MAIN STREET FLOOR 2 ANNEX 5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FALL RIVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002720
ReturnHeader/PreparerPersonGrp/PhoneNum07742945693
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA L FREITAS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-13T16:47:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-05-01
ReturnHeader/TaxPeriodEndDt02017-04-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,881
Liabilities
$0
Net assets
$101,881
Revenue
$34,697
Expenses
$23,985
Net income
$10,712
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. 2017 filings • 501(c)3 • <$500k nonprofits