Civic Intelligence

Cape Ann Symphony Orchestra Inc.

990 • Fiscal year 2016 • EIN 04-6191403

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 10, 2016

Organization ProfileCAPEANNSYMPHONY.ORG
32 Revere StreetGloucester, MA 01930

(978) 281-0543

Siviq Scores

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

Liabilities / Assets

86th percentile

0.34x

Higher debt load relative to assets than 86% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

84th percentile

0.14x

Higher debt load relative to revenue than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

50th percentile

3.0%

Higher net margin than 50% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

38th percentile

-3.6%

Faster asset growth than 38% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

47th percentile

-1.2%

Faster revenue growth than 47% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$93,936

Down $3,536 (-3.6%) from 2015

Net Assets

Up

$61,914

Up $6,456 (+12%) from 2015

Liabilities

Down

$32,022

Down $9,992 (-24%) from 2015

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin50th percentile

Revenue

Down

$224,210

Down $2,763 (-1.2%) from 2015

Expenses

Up

$217,419

Up $11,224 (+5.4%) from 2015

Net Income

Down

$6,791

Down $13,987 (-67%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$400K$200K$0-$200KAssets 2011: $71,527Liabilities 2011: $15,000Net Assets 2011: $56,5272011Assets 2012: $80,537Liabilities 2012: $1,500Net Assets 2012: $79,0372012Assets 2013: $83,948Liabilities 2013: $178Net Assets 2013: $83,7702013Assets 2014: $79,127Liabilities 2014: $40,785Net Assets 2014: $38,3422014Assets 2015: $97,472Liabilities 2015: $42,014Net Assets 2015: $55,4582015Assets 2016: $93,936Liabilities 2016: $32,022Net Assets 2016: $61,9142016Assets 2017: $110,057Liabilities 2017: $27,455Net Assets 2017: $82,6022017Assets 2018: $112,856Liabilities 2018: $30,873Net Assets 2018: $81,9832018Assets 2019: $108,882Liabilities 2019: $39,457Net Assets 2019: $69,4252019Assets 2020: $235,678Liabilities 2020: $176,787Net Assets 2020: $58,8912020Assets 2021: $213,724Liabilities 2021: $164,492Net Assets 2021: $49,2322021Assets 2022: $387,649Liabilities 2022: $302,614Net Assets 2022: $85,0352022Assets 2023: $331,807Liabilities 2023: $293,609Net Assets 2023: $38,1982023Assets 2024: $176,665Liabilities 2024: $300,047Net Assets 2024: -$123,3822024

Highlighted filing

2016

Assets$93,936
Liabilities$32,022
Net Assets$61,914
Open 2016 Filing

Operations Trend

Revenue Growth47th percentile

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

$400K$200K$0-$200KRevenue 2011: $171,970Expenses 2011: $183,108Net Income 2011: -$11,1382011Revenue 2012: $225,057Expenses 2012: $202,547Net Income 2012: $22,5102012Revenue 2013: $206,971Expenses 2013: $206,665Net Income 2013: $3062013Revenue 2014: $171,477Expenses 2014: $216,692Net Income 2014: -$45,2152014Revenue 2015: $226,973Expenses 2015: $206,195Net Income 2015: $20,7782015Revenue 2016: $224,210Expenses 2016: $217,419Net Income 2016: $6,7912016Revenue 2017: $237,322Expenses 2017: $219,596Net Income 2017: $17,7262017Revenue 2018: $250,751Expenses 2018: $250,926Net Income 2018: -$1752018Revenue 2019: $280,659Expenses 2019: $294,793Net Income 2019: -$14,1342019Revenue 2020: $211,509Expenses 2020: $223,008Net Income 2020: -$11,4992020Revenue 2021: $97,245Expenses 2021: $115,964Net Income 2021: -$18,7192021Revenue 2022: $283,694Expenses 2022: $223,509Net Income 2022: $60,1852022Revenue 2023: $249,138Expenses 2023: $308,657Net Income 2023: -$59,5192023Revenue 2024: $213,592Expenses 2024: $379,485Net Income 2024: -$165,8932024

Highlighted filing

2016

Revenue$224,210
Expenses$217,419
Net Income$6,791
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 10, 2016
Return Version
2015v2.1
Gross Receipts
$255,833
Mission and Program Overview

Mission

Fosters and promotes the enjoyment and knowledge of symphonic music throuhgout the cape ann area and the greater boston north shore area.

Present symphony music concerts

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$77,159$77,581▲ $422
Cash and Non-Interest-Bearing Accounts$18,312$16,355▼ $1,957
Accounts Receivable$2,001--
Total Assets$97,472$93,936▼ $3,536
Liabilities
Other Liabilities$32,000$23,712▼ $8,288
Deferred Revenue$9,229$7,525▼ $1,704
Accounts Payable and Accrued Expenses$785$785→ $0
Total Liabilities$42,014$32,022▼ $9,992
Net Assets / Fund Balance
Temporarily Rstr Net Assets$77,159$77,581▲ $422
Unrestricted Net Assets$-21,701$-15,667▲ $6,034
Total Net Assets Fund Balance$55,458$61,914▲ $6,456
Total Liabilities and Net Assets / Fund Balance$97,472$93,936▼ $3,536

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$77,159$4,689▲ $1,088$4,629$77,581
2014$77,106$6,050▲ $93$5,683$77,159
2013$72,018$6,083▲ $5,484$6,085$77,106
2012$64,357$4,860▲ $7,880$4,708$72,018
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Thomas MannlePresident
Dana CohenDirector
David StotzerDirector
Henry BettsDirector
J Robert CassadyDirector
Janet BoyntonDirector
Jodi Nedrow-counihanDirector
Kathleen PurdyDirector
Lynne KhambatyDirector
Nate WeaverDirector
Peter LucasDirector
Robert EllisDirector
Robert WhitmarshDirector
Scott DefferDirector
Thomas QueeneyDirector
William FonvielleDirector
Fred WitteDirector/ Tr
John BjorlieSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$135,250
Program Service Revenue
$87,756
Investment Income
$1,204
Other Revenue
$0
All Other Contributions
$135,250
Change in Net Assets
$6,791
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$117,766
Other Expenses$99,653
Total Fundraising Expense$8,599
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$110,286$5,500$1,980$117,766
Advertising$11,985$7,488-$19,473
Occupancy$10,440$9,000-$19,440
Office Expenses-$8,612-$8,612
All Other Expenses$6,568$640-$7,208
Other Expenses$8,075-$6,619$6,619
Fees for Services Accounting-$3,700-$3,700
Insurance$1,676$1,676-$3,352
Total Functional Expenses$172,204$36,616$8,599$217,419
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Note Payable$23,712
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Treasurer will review form 990 after it's preparation, generally by the appoited cpa firm. Once it is acceptable to both individuals, form 990 will be provided via e-mail (or photo copy) to each and every member of the current board of directors for their review prior to the filing of said form. If there are no objections in written response within one week by the board members, the form will be filed with the irs. If there are objections which cannot be resolved immediately, they will be discussed and resolved at the next meeting of the board.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Cape Ann Symphony Orchestra Inc
EIN
04-6191403
Phone
9782810543
Address
32 REVERE STREET, GLOUCESTER, MA 01930

Signing Officer

Name
Fred Witte
Title
Director/ Treasurer
Phone
9782810543
Signed
2016-11-10

Organization Details

Principal Officer
Thomas Mannle
Formed
1960
Legal Domicile
Ma
Voting Board Members
18
Independent Board Members
0
Employees
0

Preparer

Firm
Thomas L Davis
Address
3 HERITAGE WAY STE 3, GLOUCESTER, MA 01930
Preparer
Thomas L Davis
Phone
9782837109
Raw XML AppendixShowing 400 of 418 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0785
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0785
IRS990/AccountsReceivableGrp/BOYAmt02001
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PRESENT SYMPHONY MUSIC CONCERTS
IRS990/AdvertisingGrp/ManagementAndGeneralAmt07488
IRS990/AdvertisingGrp/ProgramServicesAmt011985
IRS990/AdvertisingGrp/TotalAmt019473
IRS990/AllOtherContributionsAmt0135250
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0640
IRS990/AllOtherExpensesGrp/ProgramServicesAmt06568
IRS990/AllOtherExpensesGrp/TotalAmt07208
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FREDERICK WITTE
IRS990/BooksInCareOfDetail/PhoneNum09782810543
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt032 REVERE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0GLOUCESTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001930
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt018312
IRS990/CashNonInterestBearingGrp/EOYAmt016355
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0135250
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01204
IRS990/CYOtherExpensesAmt099653
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt087756
IRS990/CYRevenuesLessExpensesAmt06791
IRS990/CYSalariesCompEmpBnftPaidAmt0117766
IRS990/CYTotalExpensesAmt0217419
IRS990/CYTotalFundraisingExpenseAmt08599
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0224210
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt09229
IRS990/DeferredRevenueGrp/EOYAmt07525
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0BY PERFORMING CONCERTS FOR AREA RESIDENTS, THE SYMPHONY ORCHESTRA ACCOMPLISHES THEIR STATED PURPOSE OF PROMOTING AND INCREASING THE PUBLIC MUSICAL KNOWLEDGE AND APPRECIATION OF SYMPHONY
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0172204
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03700
IRS990/FeesForServicesAccountingGrp/TotalAmt03700
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN BJORLIE
IRS990/Form990PartVIISectionAGrp/PersonNm1LYNNE KHAMBATY
IRS990/Form990PartVIISectionAGrp/PersonNm2THOMAS QUEENEY
IRS990/Form990PartVIISectionAGrp/PersonNm3PETER LUCAS
IRS990/Form990PartVIISectionAGrp/PersonNm4HENRY BETTS
IRS990/Form990PartVIISectionAGrp/PersonNm5THOMAS MANNLE
IRS990/Form990PartVIISectionAGrp/PersonNm6DANA COHEN
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID STOTZER
IRS990/Form990PartVIISectionAGrp/PersonNm8KATHLEEN PURDY
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBERT ELLIS
IRS990/Form990PartVIISectionAGrp/PersonNm10FRED WITTE
IRS990/Form990PartVIISectionAGrp/PersonNm11ROBERT WHITMARSH
IRS990/Form990PartVIISectionAGrp/PersonNm12JANET BOYNTON
IRS990/Form990PartVIISectionAGrp/PersonNm13J ROBERT CASSADY
IRS990/Form990PartVIISectionAGrp/PersonNm14SCOTT DEFFER
IRS990/Form990PartVIISectionAGrp/PersonNm15JODI NEDROW-COUNIHAN
IRS990/Form990PartVIISectionAGrp/PersonNm16WILLIAM FONVIELLE
IRS990/Form990PartVIISectionAGrp/PersonNm17NATE WEAVER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR/ TR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01960
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0995
IRS990/GainOrLossGrp/SecuritiesAmt0-1585
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0995
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt030038
IRS990/GrossReceiptsAmt0255833
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01676
IRS990/InsuranceGrp/ProgramServicesAmt01676
IRS990/InsuranceGrp/TotalAmt03352
IRS990/InvestmentIncomeGrp/ExclusionAmt01794
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01794
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt077159
IRS990/InvestmentsPubTradedSecGrp/EOYAmt077581
IRS990/IRPDocumentCnt059
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt031623
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PRESENT SYMPHONY MUSIC CONCERTS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt055458
IRS990/NetAssetsOrFundBalancesEOYAmt061914
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0995
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-1585
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-590
IRS990/NetUnrlzdGainsLossesInvstAmt0-335
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt09000
IRS990/OccupancyGrp/ProgramServicesAmt010440
IRS990/OccupancyGrp/TotalAmt019440
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08612
IRS990/OfficeExpensesGrp/TotalAmt08612
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0PROGRAMS
IRS990/OtherExpensesGrp/Desc1PRODUCTION EXPENSE
IRS990/OtherExpensesGrp/Desc2GUEST ARTISTS
IRS990/OtherExpensesGrp/Desc3SPECIAL EVENTS
IRS990/OtherExpensesGrp/FundraisingAmt06619
IRS990/OtherExpensesGrp/ProgramServicesAmt014918
IRS990/OtherExpensesGrp/ProgramServicesAmt18256
IRS990/OtherExpensesGrp/ProgramServicesAmt28075
IRS990/OtherExpensesGrp/TotalAmt014918
IRS990/OtherExpensesGrp/TotalAmt18256
IRS990/OtherExpensesGrp/TotalAmt28075
IRS990/OtherExpensesGrp/TotalAmt36619
IRS990/OtherLiabilitiesGrp/BOYAmt032000
IRS990/OtherLiabilitiesGrp/EOYAmt023712
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01980
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt05500
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0110286
IRS990/OtherSalariesAndWagesGrp/TotalAmt0117766
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0THOMAS MANNLE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PERFORMANCE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt087756
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt087756
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0147922
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt03852
IRS990/PYOtherExpensesAmt090420
IRS990/PYProgramServiceRevenueAmt075199
IRS990/PYRevenuesLessExpensesAmt020778
IRS990/PYSalariesCompEmpBnftPaidAmt0115775
IRS990/PYTotalExpensesAmt0206195
IRS990/PYTotalRevenueAmt0226973
IRS990/ReconcilationRevenueExpnssAmt06791
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt087756
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0135250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0147922
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0109981
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0132882
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0150306
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0676341
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01794
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01938
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02264
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03602
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02665
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt012263
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt087756
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98220
IRS990ScheduleA/PublicSupportPY170Pct00.97860
IRS990ScheduleA/PublicSupportTotal170Amt0676341
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0135250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0147922
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0109981
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0132882
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0150306
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0676341
IRS990ScheduleA/TotalSupportAmt0688604
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0393
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt077159
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt04689
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt077581
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01088
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt04629
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0407
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt077106
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt06050
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt077159
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt093
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt05683
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0394
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt072018
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt06083
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt077106
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05484
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt06085
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0371
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt064357
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt04860
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt072018
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07880
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt04708
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt023712
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NOTE PAYABLE
IRS990ScheduleD/TotalLiabilityAmt023712
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TREASURER WILL REVIEW FORM 990 AFTER IT'S PREPARATION, GENERALLY BY THE APPOITED CPA FIRM. ONCE IT IS ACCEPTABLE TO BOTH INDIVIDUALS, FORM 990 WILL BE PROVIDED VIA E-MAIL (OR PHOTO COPY) TO EACH AND EVERY MEMBER OF THE CURRENT BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO THE FILING OF SAID FORM. IF THERE ARE NO OBJECTIONS IN WRITTEN RESPONSE WITHIN ONE WEEK BY THE BOARD MEMBERS, THE FORM WILL BE FILED WITH THE IRS. IF THERE ARE OBJECTIONS WHICH CANNOT BE RESOLVED IMMEDIATELY, THEY WILL BE DISCUSSED AND RESOLVED AT THE NEXT MEETING OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt077159
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt077581
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt097472
IRS990/TotalAssetsEOYAmt093936
IRS990/TotalAssetsGrp/BOYAmt097472
IRS990/TotalAssetsGrp/EOYAmt093936
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0135250
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt08599
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt036616
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0172204
IRS990/TotalFunctionalExpensesGrp/TotalAmt0217419
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt042014
IRS990/TotalLiabilitiesEOYAmt032022
IRS990/TotalLiabilitiesGrp/BOYAmt042014
IRS990/TotalLiabilitiesGrp/EOYAmt032022
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt055458
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt061914
IRS990/TotalProgramServiceExpensesAmt0172204
IRS990/TotalProgramServiceRevenueAmt087756
IRS990/TotalRevenueGrp/ExclusionAmt02789
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt086171
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0224210
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt097472
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt093936
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-21701
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-15667
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt018
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0CAPEANNSYMPHONY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FRED WITTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR/ TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09782810543
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAPE ANN SYMPHONY ORCHESTRA INC
ReturnHeader/Filer/BusinessNameControlTxt0CAPE
ReturnHeader/Filer/EIN0046191403
ReturnHeader/Filer/PhoneNum09782810543

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$93,936
Liabilities
$32,022
Net assets
$61,914
Revenue
$224,210
Expenses
$217,419
Net income
$6,791
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.77$3.00$1.23$2.14$3.79$1.66
2023Detailed filing. Detailed filing data is available for this year.$3.32$2.94$0.38$2.49$3.09$0.60
2022Detailed filing. Detailed filing data is available for this year.$3.88$3.03$0.85$2.84$2.24$0.60
2021Detailed filing. Detailed filing data is available for this year.$2.14$1.64$0.49$0.97$1.16$0.19
2020Detailed filing. Detailed filing data is available for this year.$2.36$1.77$0.59$2.12$2.23$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.39$0.69$2.81$2.95$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.31$0.82$2.51$2.51$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.27$0.83$2.37$2.20$0.18
2016Detailed filing. Detailed filing data is available for this year.$0.94$0.32$0.62$2.24$2.17$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.42$0.55$2.27$2.06$0.21
2014Summary only. Only limited summary data is available for this year.$0.79$0.41$0.38$1.71$2.17$0.45
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.00$0.84$2.07$2.07$0.00
2012Summary only. Only limited summary data is available for this year.$0.81$0.02$0.79$2.25$2.03$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.15$0.57$1.72$1.83$0.11