Civic Intelligence

Nhso Foundation Inc.

990 • Fiscal year 2023 • EIN 06-1317805

Jun 01, 2022 to May 31, 2023 • Filed on Sep 06, 2023

4 Hamilton StreetNew Haven, CT 06511

(203) 777-2386

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

51st percentile

0.09x

Higher debt load relative to revenue than 51% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

2nd percentile

-170%

Higher net margin than 2% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

24th percentile

-3.5%

Faster asset growth than 24% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-65%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$1,161,173

Down $42,421 (-3.5%) from 2022

Net Assets

Down

$1,158,315

Down $45,279 (-3.8%) from 2022

Liabilities

Up

$2,858

Up $2,858 from 2022

Revenue

Down

$31,137

Down $58,252 (-65%) from 2022

Expenses

Up

$84,134

Up $7,760 (+10%) from 2022

Net Income

Down

-$52,997

Down $66,012 (-507%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $982,684Liabilities 2011: $1,250Net Assets 2011: $981,4342011Assets 2013: $968,466Liabilities 2013: $0Net Assets 2013: $968,4662013Assets 2014: $1,049,498Liabilities 2014: $0Net Assets 2014: $1,049,4982014Assets 2015: $1,133,217Liabilities 2015: $0Net Assets 2015: $1,133,2172015Assets 2016: $1,036,278Liabilities 2016: $0Net Assets 2016: $1,036,2782016Assets 2017: $1,116,638Liabilities 2017: $0Net Assets 2017: $1,116,6382017Assets 2018: $1,171,935Liabilities 2018: $0Net Assets 2018: $1,171,9352018Assets 2019: $1,106,540Liabilities 2019: $0Net Assets 2019: $1,106,5402019Assets 2020: $1,082,668Liabilities 2020: $0Net Assets 2020: $1,082,6682020Assets 2021: $1,354,234Liabilities 2021: $4,460Net Assets 2021: $1,349,7742021Assets 2022: $1,203,594Liabilities 2022: $0Net Assets 2022: $1,203,5942022Assets 2023: $1,161,173Liabilities 2023: $2,858Net Assets 2023: $1,158,3152023Assets 2024: $1,207,214Liabilities 2024: $753Net Assets 2024: $1,206,4612024Assets 2025: $1,254,360Liabilities 2025: $1,733Net Assets 2025: $1,252,6272025

Highlighted filing

2023

Assets$1,161,173
Liabilities$2,858
Net Assets$1,158,315

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $48,879Expenses 2011: $61,518Net Income 2011: -$12,6392011Revenue 2013: $56,073Expenses 2013: $56,219Net Income 2013: -$1462013Revenue 2014: $53,432Expenses 2014: $59,507Net Income 2014: -$6,0752014Revenue 2015: $126,703Expenses 2015: $58,889Net Income 2015: $67,8142015Revenue 2016: $200,825Expenses 2016: $62,793Net Income 2016: $138,0322016Revenue 2017: $50,738Expenses 2017: $63,832Net Income 2017: -$13,0942017Revenue 2018: $57,628Expenses 2018: $64,886Net Income 2018: -$7,2582018Revenue 2019: $48,458Expenses 2019: $68,054Net Income 2019: -$19,5962019Revenue 2020: $22,138Expenses 2020: $70,534Net Income 2020: -$48,3962020Revenue 2021: $86,759Expenses 2021: $81,789Net Income 2021: $4,9702021Revenue 2022: $89,389Expenses 2022: $76,374Net Income 2022: $13,0152022Revenue 2023: $31,137Expenses 2023: $84,134Net Income 2023: -$52,9972023Revenue 2024: $46,848Expenses 2024: $81,164Net Income 2024: -$34,3162024Revenue 2025: $15,375Expenses 2025: $76,102Net Income 2025: -$60,7272025

Highlighted filing

2023

Revenue$31,137
Expenses$84,134
Net Income-$52,997
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Sep 6, 2023
Return Version
2022v5.0
Gross Receipts
$31,137
Mission and Program Overview

Mission

The nhso foundation, inc. Was organized for the purpose of establishing an endowment fund for the benefit of the new haven symphony orchestra, inc. And for overseeing the management of the fund.

The nhso foundation, inc. Was organized for the purpose of establishing an endowment fund to benefit the new haven symphony orchestra.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,203,200$1,160,827▼ $42,373
Cash and Non-Interest-Bearing Accounts$394$346▼ $48
Total Assets$1,203,594$1,161,173▼ $42,421
Liabilities
Accounts Payable and Accrued Expenses-$2,858-
Total Liabilities$0$2,858▲ $2,858
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$766,371$721,092▼ $45,279
Net Assets With Donor Restrictions$437,223$437,223→ $0
Total Net Assets Fund Balance$1,203,594$1,158,315▼ $45,279
Total Liabilities and Net Assets / Fund Balance$1,203,594$1,161,173▼ $42,421

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,203,200$0▲ $38,855$62,737$1,160,829
2021$1,348,262$50,000▼ $119,806$64,390$1,203,200
2020$1,081,963-▲ $348,895$61,667$1,348,262
2019$1,105,400$19▲ $45,759$56,512$1,081,963
2018$1,171,934$22▲ $315$55,898$1,105,400
Compensation and Service Providers

Board Members and Trustees

NameTitle
Thomas BeirnePresident
Patrick DunleaveyMember
Paul HermesMember
Zanaiya LeonMember
Sandra SteinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$31,137
Other Revenue
$0
Change in Net Assets
$-52,997
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$62,737
Other Expenses$21,397
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$62,737--$62,737
Other Expenses-$18,539-$18,539
Fees for Services Other-$2,105-$2,105
Insurance-$753-$753
Total Functional Expenses$62,737$21,397$0$84,134
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
New Haven Symphony OrchestraNew Haven, CT501(c)3Unrestricted$62,737
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
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, Part VI, Section B, Line 11B

A copy of the 990 is given to and received by the governing body via email before filing.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and financial statements available to public upon request and is available on the internet on www.guidestar.org.

Filing and Contact Details

Filer

Filer Name
Nhso Foundation Inc
EIN
06-1317805
Phone
2037772386
Address
4 HAMILTON STREET, NEW HAVEN, CT 06511

Signing Officer

Name
Thomas Beirne
Title
President
Phone
2037772386
Signed
2023-09-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Beirne
Formed
1991
Legal Domicile
Ct
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Beers Hamerman Cohen & Burger Pc
Address
234 CHURCH STREET, NEW HAVEN, CT 06510
Preparer
Peter Graeb
Phone
2037876527
Raw XML AppendixShowing 400 of 463 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02858
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE NHSO FOUNDATION, INC. WAS ORGANIZED FOR THE PURPOSE OF ESTABLISHING AN ENDOWMENT FUND TO BENEFIT THE NEW HAVEN SYMPHONY ORCHESTRA.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum02037772386
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04 HAMILTON STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW HAVEN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006511
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0394
IRS990/CashNonInterestBearingGrp/EOYAmt0346
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt062737
IRS990/CYInvestmentIncomeAmt031137
IRS990/CYOtherExpensesAmt021397
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-52997
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt084134
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt031137
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FOUNDATION PROVIDES THE NEW HAVEN SYMPHONY ORCHESTRA A GRANT TO HELP ENSURE THEIR PURPOSE OF PROVIDING QUALITY, AFFORDABLE ORCHESTRAL PERFORMANCES AND EDUCATIONAL PROGRAMMING.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0437223
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0437223
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt062737
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02105
IRS990/FeesForServicesOtherGrp/TotalAmt02105
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0THOMAS BEIRNE
IRS990/Form990PartVIISectionAGrp/PersonNm1SANDRA STEIN
IRS990/Form990PartVIISectionAGrp/PersonNm2PAUL HERMES
IRS990/Form990PartVIISectionAGrp/PersonNm3PATRICK DUNLEAVEY
IRS990/Form990PartVIISectionAGrp/PersonNm4ZANAIYA LEON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt062737
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt062737
IRS990/GrantsToDomesticOrgsGrp/TotalAmt062737
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt031137
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0753
IRS990/InsuranceGrp/TotalAmt0753
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt031137
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt031137
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01203200
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01160827
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE NHSO FOUNDATION, INC. WAS ORGANIZED FOR THE PURPOSE OF ESTABLISHING AN ENDOWMENT FUND FOR THE BENEFIT OF THE NEW HAVEN SYMPHONY ORCHESTRA, INC. AND FOR OVERSEEING THE MANAGEMENT OF THE FUND.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01203594
IRS990/NetAssetsOrFundBalancesEOYAmt01158315
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt07718
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0766371
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0721092
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018539
IRS990/OtherExpensesGrp/TotalAmt018539
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0THOMAS BEIRNE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt050000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt058890
IRS990/PYInvestmentIncomeAmt039389
IRS990/PYOtherExpensesAmt017484
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt013015
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt076374
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt089389
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-52997
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt031137
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt039389
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt084134
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt076374
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt031137
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt039389
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0-52997
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0-36985
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0-36985
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt044420
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt044420
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0-31437
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt044420
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt044420
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt044420
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt084134
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt084134
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt093328
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt076374
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt061374
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0177462
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt084134
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt076374
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt016954
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0137748
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt021397
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt062737
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt044420
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt062737
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt084134
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0NEW HAVEN SYMPHONY ORCHESTRA HAS A VOICE IN THE INVESTMENT POLICIES OF THE ORGANIZATION AND HAS A VOICE IN DIRECTING THE USE OF ITS ASSETS DURING THE YEAR. THE SUPPORTED ORGANIZATION RECEIVES INVESTMENT REPORTS ON A MONTHLY BASIS SO THEY CAN MONITOR THE INVESTMENTS OF THE ORGANIZATION AND EXPRESS ANY CONCERNS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3:
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt01163054
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01288477
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01163054
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01288477
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt017446
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt019327
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01145608
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01269150
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt040096
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt044420
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01163054
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01288477
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt040096
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt044420
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0066005927
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt062737
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NEW HAVEN SYMPHONY ORCHESTRA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt062737
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt018489
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01203200
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01160829
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt038855
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt062737
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt010866
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01348262
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt050000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01203200
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-119806
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt064390
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt020929
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01081963
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01348262
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0348895
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt061667
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt012703
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01105400
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt019
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01081963
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt045759
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt056512
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt010973
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01171934
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt022
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01105400
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0315
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt055898
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt062737
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0UNRESTRICTED
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NEW HAVEN SYMPHONY ORCHESTRA
IRS990ScheduleI/RecipientTable/RecipientEIN0066000592
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04 HAMILTON STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW HAVEN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006511
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE 990 IS GIVEN TO AND RECEIVED BY THE GOVERNING BODY VIA EMAIL BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PUBLIC UPON REQUEST AND IS AVAILABLE ON THE INTERNET ON WWW.GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NEW HAVEN SYMPHONY ORCHESTRA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0066000592
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MUSIC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(A)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04 HAMILTON STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEW HAVEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd006511
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt062737
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH/FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0NEW HAVEN SYMPHONY ORCHESTRA INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01203594
IRS990/TotalAssetsEOYAmt01161173
IRS990/TotalAssetsGrp/BOYAmt01203594
IRS990/TotalAssetsGrp/EOYAmt01161173
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021397
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt062737
IRS990/TotalFunctionalExpensesGrp/TotalAmt084134
IRS990/TotalGrossUBIAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.02$0.08$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.05$0.08$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.03$0.08$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.00$1.20$0.09$0.08$0.01
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.35$0.00$1.35$0.09$0.08$0.00
2020Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.02$0.07$0.05
2019Summary only. Only limited summary data is available for this year.$1.11$0.00$1.11$0.05$0.07$0.02
2018Summary only. Only limited summary data is available for this year.$1.17$0.00$1.17$0.06$0.06$0.01
2017Summary only. Only limited summary data is available for this year.$1.12$0.00$1.12$0.05$0.06$0.01
2016Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$0.20$0.06$0.14
2015Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$0.13$0.06$0.07
2014Summary only. Only limited summary data is available for this year.$1.05$0.00$1.05$0.05$0.06$0.01
2013Summary only. Only limited summary data is available for this year.$0.97$0.00$0.97$0.06$0.06$0.00
2011Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$0.05$0.06$0.01