Civic Intelligence

Blue Ridge Orchestra

990 • Fiscal year 2023 • EIN 20-2900637

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 22, 2023

PO Box 256Asheville, NC 28802

(828) 782-3354

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2023 filings • NTEE A • <$500k nonprofits • Source year 2023

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2023 filings • NTEE A • <$500k nonprofits • Source year 2023

Net Margin

55th percentile

7.9%

Higher net margin than 55% of similar nonprofits.

2023 filings • NTEE A • <$500k nonprofits • Source year 2023

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2023 filings • NTEE A • <$500k nonprofits • Source year 2023

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2023 filings • NTEE A • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

42nd percentile

0.2%

Faster revenue growth than 42% of similar nonprofits.

2023 filings • NTEE A • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Flat

$71,953

Flat from 2023

Net Assets

Flat

$71,742

Flat from 2023

Liabilities

Flat

$211

Flat from 2023

Revenue

Flat

$85,411

Flat from 2023

Expenses

Flat

$78,626

Flat from 2023

Net Income

Flat

$6,785

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2008: $8,000Liabilities 2008: $02008Assets 2009: $8,000Liabilities 2009: $02009Assets 2013: $28,663Liabilities 2013: $0Net Assets 2013: $28,6632013Assets 2014: $27,767Liabilities 2014: $0Net Assets 2014: $27,7672014Assets 2015: $31,468Liabilities 2015: $0Net Assets 2015: $31,4682015Assets 2016: $41,402Liabilities 2016: $0Net Assets 2016: $41,4022016Assets 2017: $57,806Liabilities 2017: $300Net Assets 2017: $57,5062017Assets 2018: $55,764Liabilities 2018: $235Net Assets 2018: $55,5292018Assets 2019: $35,587Liabilities 2019: $1,257Net Assets 2019: $34,3302019Assets 2020: $39,330Liabilities 2020: $820Net Assets 2020: $38,5102020Assets 2021: $47,702Liabilities 2021: $0Net Assets 2021: $47,7022021Assets 2022: $64,946Liabilities 2022: $189Net Assets 2022: $64,7572022Assets 2023: $71,953Liabilities 2023: $211Net Assets 2023: $71,7422023Assets 2023: $71,953Liabilities 2023: $211Net Assets 2023: $71,7422023Assets 2024: $82,580Liabilities 2024: $629Net Assets 2024: $81,9512024Assets 2025: $116,353Liabilities 2025: $1,158Net Assets 2025: $115,1952025

Highlighted filing

2023

Assets$71,953
Liabilities$211
Net Assets$71,742

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2008: $42,385Expenses 2008: $42,583Net Income 2008: -$1982008Revenue 2009: $42,385Expenses 2009: $42,583Net Income 2009: -$1982009Expenses 2013: $29,3662013Revenue 2014: $31,019Expenses 2014: $31,915Net Income 2014: -$8962014Revenue 2015: $39,674Expenses 2015: $35,973Net Income 2015: $3,7012015Revenue 2016: $69,152Expenses 2016: $59,218Net Income 2016: $9,9342016Revenue 2017: $75,990Expenses 2017: $59,886Net Income 2017: $16,1042017Revenue 2018: $60,960Expenses 2018: $62,937Net Income 2018: -$1,9772018Revenue 2019: $73,630Expenses 2019: $76,240Net Income 2019: -$2,6102019Revenue 2020: $48,696Expenses 2020: $44,476Net Income 2020: $4,2202020Revenue 2021: $47,652Expenses 2021: $38,460Net Income 2021: $9,1922021Revenue 2022: $85,265Expenses 2022: $67,526Net Income 2022: $17,7392022Revenue 2023: $85,411Expenses 2023: $78,626Net Income 2023: $6,7852023Revenue 2023: $85,411Expenses 2023: $78,626Net Income 2023: $6,7852023Revenue 2024: $103,111Expenses 2024: $92,902Net Income 2024: $10,2092024Revenue 2025: $131,331Expenses 2025: $98,087Net Income 2025: $33,2442025

Highlighted filing

2023

Revenue$85,411
Expenses$78,626
Net Income$6,785
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 22, 2023
Return Version
2022v5.0
Gross Receipts
$85,415
Mission and Program Overview

Mission

The blue ridge orchestra is comprised of accomplished amateur, semi-professional and professional musicians who volunteer their time in an effort to make orchestral music more accessible to the community.

To present quality symphonic music in a variety of settings to a diverse audience. To serve as a recognized leader in culture and music education for our community

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$62,274$68,976▲ $6,702
Inventories for Sale or Use$1,573$1,569▼ $4
Savings and Temporary Cash Investments$1,099$1,408▲ $309
Total Assets$64,946$71,953▲ $7,007
Liabilities
Accounts Payable and Accrued Expenses$189$211▲ $22
Total Liabilities$189$211▲ $22
Net Assets / Fund Balance
Total Net Assets Fund Balance$64,757$71,742▲ $6,985
Total Liabilities and Net Assets / Fund Balance$64,946$71,953▲ $7,007
Compensation and Service Providers

Board Members and Trustees

NameTitle
Deb KenneyChair
Casey CoppenbargerDirector
Francee HealyDirector
Janet SchaufmanDirector
Susan CohenDirector
Gary SpauldingSecretary
Michelle SummeyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$55,146
Program Service Revenue
$27,561
Investment Income
$0
Other Revenue
$2,704
All Other Contributions
$49,991
Change in Net Assets
$6,785
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$78,626
Total Fundraising Expense$261
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$39,926$2,142-$42,068
Fees for Services Management-$18,000-$18,000
Office Expenses$3,703$628$261$4,592
Advertising$3,111--$3,111
Insurance-$1,230-$1,230
Other Expenses$7,305$1,010-$1,010
Fees for Services Accounting-$350-$350
Fees for Services Legal-$63-$63
Total Functional Expenses$54,045$24,320$261$78,626
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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

Part VIII Line 2

TICKET SALES $20,013

Part VIII Line 2

MERCHANDISE $252

Part VIII Line 2

CONCERT FEES $3,500

Part VIII Line 2

Concert settlement $2,821

Part VIII Line 2

Reimbursed expenses $1000

Part VIII Line 11

AMAZON SMILE $208

Part VIII Line 11

CADENZA FUND $2,500

Filing and Contact Details

Filer

Filer Name
Blue Ridge Orchestra
EIN
20-2900637
Phone
8287823354
Address
PO BOX 256, Asheville, NC 28802

Signing Officer

Name
Michelle Summey
Title
Treasurer
Phone
8287823354
Signed
2023-08-22
Discuss with paid preparer
No

Organization Details

Principal Officer
Deb Kenney
Formed
2009
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
40

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 104E, KANSAS CITY, MO 64105
Preparer
Lynda Mccaskill
Phone
8004725625
Supplemental Narrative

Additional Explanations

Part IX Line 11

ORCHESTRA MANAGER

Part IX Line 11

FEE $63

Part IX Line 11

Website and brochures $531

Part IX Line 11

PAYPAL FEE $216

Part IX Line 11

STRIPE FEE $699

Part IX Line 11

MISC $396

Part IX Line 11

GRANT WRITING

Part IX Line 12

CONCERT PROMOTION $755

Part IX Line 12

Printing and copying $2,356

Part IX Line 13

Printing music programs and tickets $3,703

Part IX Line 12

MISC OFFICE EXPENSE $566

Part IX Line 12

STATIONARY $62

Raw XML Appendix391 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt046636
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt073599
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0330684
IRS990ScheduleA/TotalSupportAmt0330810
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TICKET SALES $20,013
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MERCHANDISE $252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONCERT FEES $3,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONCERT SETTLEMENT $2,821
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REIMBURSED EXPENSES $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AMAZON SMILE $208
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CADENZA FUND $2,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ORCHESTRA MANAGER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FEE $63
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9WEBSITE AND BROCHURES $531
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PAYPAL FEE $216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11STRIPE FEE $699
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MISC $396
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13GRANT WRITING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14CONCERT PROMOTION $755
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PRINTING AND COPYING $2,356
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16PRINTING MUSIC PROGRAMS AND TICKETS $3,703
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17MISC OFFICE EXPENSE $566
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18STATIONARY $62
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VIII LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VIII LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VIII LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VIII LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VIII LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VIII LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART VIII LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7PART IX LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8PART IX LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9PART IX LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10PART IX LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11PART IX LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12PART IX LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13PART IX LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14PART IX LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15PART IX LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16PART IX LINE 13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17PART IX LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18PART IX LINE 12
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TaxExemptInterestAmt00
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt064946
IRS990/TotalAssetsEOYAmt071953
IRS990/TotalAssetsGrp/BOYAmt064946
IRS990/TotalAssetsGrp/EOYAmt071953
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt055146
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0261
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024320
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt054045
IRS990/TotalFunctionalExpensesGrp/TotalAmt078626
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0189
IRS990/TotalLiabilitiesEOYAmt0211
IRS990/TotalLiabilitiesGrp/BOYAmt0189
IRS990/TotalLiabilitiesGrp/EOYAmt0211
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt064757
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt071742
IRS990/TotalProgramServiceRevenueAmt027561
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt030269
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt085411
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt064946
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt071953
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt022 KESWICK DRIVE
IRS990/USAddress/CityNm0Asheville
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028803
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0BLUERIDGEORCHESTRA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE SUMMEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08287823354
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLUE RIDGE ORCHESTRA
ReturnHeader/Filer/BusinessNameControlTxt0BLUE
ReturnHeader/Filer/EIN0202900637
ReturnHeader/Filer/PhoneNum08287823354
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 256
ReturnHeader/Filer/USAddress/CityNm0Asheville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028802
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 104E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lynda Mccaskill
ReturnHeader/ReturnTs02023-10-05T20:45:20Z
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHELLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SUMMEY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.01$1.15$1.31$0.98$0.33
2024Summary only. Only limited summary data is available for this year.$0.83$0.01$0.82$1.03$0.93$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.85$0.79$0.07
2023Summary only. Only limited summary data is available for this year.$0.72$0.00$0.72$0.85$0.79$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.85$0.68$0.18
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.00$0.48$0.48$0.38$0.09
2020Summary only. Only limited summary data is available for this year.$0.39$0.01$0.39$0.49$0.44$0.04
2019Summary only. Only limited summary data is available for this year.$0.36$0.01$0.34$0.74$0.76$0.03
2018Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$0.61$0.63$0.02
2017Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$0.76$0.60$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.69$0.59$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.40$0.36$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.31$0.32$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.00$0.29$0.29
2009Summary only. Only limited summary data is available for this year.$0.08$0.00$0.42$0.43$0.00
2008Summary only. Only limited summary data is available for this year.$0.08$0.00$0.42$0.43$0.00