Civic Intelligence

Premier Lone Star Wind Orchestra

990 • Fiscal year 2021 • EIN 20-4836314

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 30, 2022

PO Box 803042Dallas, TX 75380-3042

(214) 738-4956

Siviq Scores

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

Liabilities / Assets

77th percentile

0.09x

Higher debt load relative to assets than 77% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

77th percentile

0.08x

Higher debt load relative to revenue than 77% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

33rd percentile

-1.6%

Higher net margin than 33% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

72nd percentile

30%

Faster asset growth than 72% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

25th percentile

-31%

Faster revenue growth than 25% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$164,612

Up $37,548 (+30%) from 2020

Net Assets

Up

$149,348

Up $34,921 (+31%) from 2020

Liabilities

Up

$15,264

Up $2,627 (+21%) from 2020

Revenue

Down

$192,349

Down $86,472 (-31%) from 2020

Expenses

Down

$195,374

Down $59,668 (-23%) from 2020

Net Income

Down

-$3,025

Down $26,804 (-113%) from 2020

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $42,598Liabilities 2011: $16,4362011Assets 2012: $42,666Liabilities 2012: $02012Assets 2013: $38,063Liabilities 2013: $02013Assets 2014: $34,701Liabilities 2014: $02014Assets 2015: $73,029Liabilities 2015: $02015Assets 2016: $77,706Liabilities 2016: $02016Assets 2017: $141,744Liabilities 2017: $4,610Net Assets 2017: $137,1342017Assets 2018: $110,642Liabilities 2018: $10,230Net Assets 2018: $100,4122018Assets 2019: $98,206Liabilities 2019: $7,558Net Assets 2019: $90,6482019Assets 2020: $127,064Liabilities 2020: $12,637Net Assets 2020: $114,4272020Assets 2021: $164,612Liabilities 2021: $15,264Net Assets 2021: $149,3482021Assets 2022: $136,069Liabilities 2022: $13,623Net Assets 2022: $122,4462022Assets 2023: $260,425Liabilities 2023: $17,293Net Assets 2023: $243,1322023Assets 2024: $144,538Liabilities 2024: $14,394Net Assets 2024: $130,1442024Assets 2025: $193,896Liabilities 2025: $13,516Net Assets 2025: $180,3802025

Highlighted filing

2021

Assets$164,612
Liabilities$15,264
Net Assets$149,348

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $17,127Expenses 2011: $31,975Net Income 2011: -$14,8482011Revenue 2012: $123,222Expenses 2012: $106,718Net Income 2012: $16,5042012Revenue 2013: $149,767Expenses 2013: $154,370Net Income 2013: -$4,6032013Revenue 2014: $141,333Expenses 2014: $147,415Net Income 2014: -$6,0822014Revenue 2015: $213,174Expenses 2015: $174,846Net Income 2015: $38,3282015Revenue 2016: $197,139Expenses 2016: $192,462Net Income 2016: $4,6772016Revenue 2017: $248,045Expenses 2017: $156,914Net Income 2017: $91,1312017Revenue 2018: $205,852Expenses 2018: $236,387Net Income 2018: -$30,5352018Revenue 2019: $210,960Expenses 2019: $220,724Net Income 2019: -$9,7642019Revenue 2020: $278,821Expenses 2020: $255,042Net Income 2020: $23,7792020Revenue 2021: $192,349Expenses 2021: $195,374Net Income 2021: -$3,0252021Revenue 2022: $238,992Expenses 2022: $301,429Net Income 2022: -$62,4372022Revenue 2023: $354,779Expenses 2023: $251,404Net Income 2023: $103,3752023Revenue 2024: $339,573Expenses 2024: $411,961Net Income 2024: -$72,3882024Revenue 2025: $278,040Expenses 2025: $232,711Net Income 2025: $45,3292025

Highlighted filing

2021

Revenue$192,349
Expenses$195,374
Net Income-$3,025
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 30, 2022
Return Version
2020v4.1
Gross Receipts
$192,349
Mission and Program Overview

Mission

Music changing lives in North Texas and beyond through unforgettable performances, inspired collaborations, exceptional mentoring of musicians and inclusive community outreach.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$109,702$149,348▲ $39,646
Investments in Publicly Traded Securities$54,516$70,630▲ $16,114
Cash and Non-Interest-Bearing Accounts$18,466$46,713▲ $28,247
Pledges and Grants Receivable$23,000$26,207▲ $3,207
Land, Buildings, and Equipment, Net$5,200$4,680▼ $520
Prepaid Expenses and Deferred Charges-$1,000-
Total Assets$127,064$164,612▲ $37,548
Other Assets Total$25,882$15,382▼ $10,500
Liabilities
Accounts Payable and Accrued Expenses$12,637$8,489▼ $4,148
Grants Payable$4,725$6,775▲ $2,050
Total Liabilities$17,362$15,264▼ $2,098
Net Assets / Fund Balance
Total Net Assets Fund Balance$109,702$149,348▲ $39,646
Total Liabilities and Net Assets / Fund Balance$127,064$164,612▲ $37,548

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,680$5,720$10,400
Other Assets Org$5,500--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$54,516-▲ $18,117-$72,633
2019$53,417-▲ $1,099-$54,516
2018$34,397$15,000▲ $4,020-$53,417
2017$28,315$4,900▲ $2,472$43$34,397
2016$25,000$2,250▲ $2,110-$28,315
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dr Barry KnezekChairman
Anthony BenitezAt Large
Becky GoreAt Large
Courtney BuzbeeAt Large
Evelio VillarealAt Large
James SheperdAt Large
Jolene MasoneAt Large
Keith BiffleAt Large
Kyle TreadwellAt Large
Leo AguilarAt Large
Todd WatsonAt Large
Kimberly TuckerSecretary
Jacob GaleckiTreasurer
Timothy W ThompsonTreasurerAt Large
Revenue and Support

Revenue Composition

Contributions and Grants
$172,187
Program Service Revenue
$2,045
Investment Income
$18,117
Other Revenue
$0
All Other Contributions
$140,237
Change in Net Assets
$-3,025

Audited Revenue Reconciliation

Revenue per Audited Statements
$192,349
Revenue Not Reported on Form 990
$42,671
Total Revenue per Audited Statements
$235,020
Total Revenue per Form 990
$192,349
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$191,374
Total Fundraising Expense$50,600
Grants and Similar Amounts Paid$4,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$51,537$25,888$26,634$104,059
Information Technology$11,730$24,511$19,854$56,095
Conferences and Meetings$12,452-$1,565$14,017
Fees for Services Accounting-$7,834-$7,834
Office Expenses$1,124$1,827$1,881$4,832
Grants to Domestic Individuals$4,000--$4,000
Insurance$356$1,895$597$2,848
Royalties$725--$725
Depreciation Depletion$520--$520
Advertising$375--$375
Other Expenses--$69$69
Total Functional Expenses$82,819$61,955$50,600$195,374

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$195,374
Total Expenses per Audited Statements$195,374
Total Expenses per Form 990$195,374
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
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

The Secretary, Kimberly Tucker, and the Artisitic Director, Christopher Tucker are married. They have both been affiliated with the organization since its founding.

Form 990 governing body review Part VI line 11

The Form 990 is reviewed by the Finance Committee and presented to the Executive Committee of the Board for Final Review and Approval.

Conflict of interest policy compliance Part VI line 12C

Conflict of Interest Forms are reviewed annually at the beginning of each fiscal year.

CEO executive director top management comp Part VI line 15A

The Board annually reviews and approves any compensation granted to top management and key personnel as part of the budget approval process.

Other officer or key employee compensation Part VI line 15B

The Board annually reviews and approves any compensation granted to top management and key personnel as part of the budget approval process.

Governing documents etc available to public Part VI line 19

Historically, the organization has not made its governing documents, conflict of interest policy, and financial statement available to the public due to the small size of the organization. These items are available upon request.

Filing and Contact Details

Filer

Filer Name
Premier Lone Star Wind Orchestra
EIN
20-4836314
Address
PO Box 803042, Dallas, TX 75380-3042
Doing Business As
The Lone Star Wind Orchestra

Signing Officer

Name
Dr Barry Knezek
Title
Chairman
Phone
2147384956
Signed
2022-01-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Barry Knezek
Formed
2006
Legal Domicile
TX
Voting Board Members
14
Independent Board Members
0
Employees
0
Volunteers
20

Preparer

Firm
Tim Thompson CPA PLLC
Address
537 Houston Street, Coppell, TX 75019
Preparer
Tim Thompson
Phone
4696282047
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

Other Contract Fees:Program Service Expenses 179,930Management and General Expenses 0Fundraising Expenses 0 Total Expenses 179,930 Total Other FEes on Form 990, Part IX, Line 11G, Col A 179,930

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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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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.94$0.14$1.80$2.78$2.33$0.45
2024Detailed filing. Detailed filing data is available for this year.$1.45$0.14$1.30$3.40$4.12$0.72
2023Detailed filing. Detailed filing data is available for this year.$2.60$0.17$2.43$3.55$2.51$1.03
2022Detailed filing. Detailed filing data is available for this year.$1.36$0.14$1.22$2.39$3.01$0.62
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.15$1.49$1.92$1.95$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.13$1.14$2.79$2.55$0.24
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.08$0.91$2.11$2.21$0.10
2018Summary only. Only limited summary data is available for this year.$1.11$0.10$1.00$2.06$2.36$0.31
2017Summary only. Only limited summary data is available for this year.$1.42$0.05$1.37$2.48$1.57$0.91
2016Summary only. Only limited summary data is available for this year.$0.78$0.00$1.97$1.92$0.05
2015Summary only. Only limited summary data is available for this year.$0.73$0.00$2.13$1.75$0.38
2014Summary only. Only limited summary data is available for this year.$0.35$0.00$1.41$1.47$0.06
2013Summary only. Only limited summary data is available for this year.$0.38$0.00$1.50$1.54$0.05
2012Summary only. Only limited summary data is available for this year.$0.43$0.00$1.23$1.07$0.17
2011Summary only. Only limited summary data is available for this year.$0.43$0.16$0.17$0.32$0.15