Civic Intelligence

Penfield Symphony Orchestra Inc.

990 • Fiscal year 2020 • EIN 22-2517865

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 15, 2020

Organization ProfileN/A
1587 Jackson RoadPenfield, NY 14526

(585) 872-0774

Siviq Scores

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

Liabilities / Assets

69th percentile

0.04x

Higher debt load relative to assets than 69% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

78th percentile

0.12x

Higher debt load relative to revenue than 78% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

79th percentile

31%

Higher net margin than 79% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

85th percentile

$24,960

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 21.7% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

60th percentile

12%

Faster asset growth than 60% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

72nd percentile

8.9%

Faster revenue growth than 72% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$345,480

Up $38,241 (+12%) from 2019

Net Assets

Up

$331,551

Up $35,587 (+12%) from 2019

Liabilities

Up

$13,929

Up $2,654 (+24%) from 2019

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin79th percentile

Revenue

Up

$114,981

Up $9,404 (+8.9%) from 2019

Expenses

Down

$79,393

Down $983 (-1.2%) from 2019

Net Income

Up

$35,588

Up $10,387 (+41%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $188,637Liabilities 2011: $7,957Net Assets 2011: $180,6802011Assets 2012: $194,557Liabilities 2012: $3,185Net Assets 2012: $191,3722012Assets 2013: $231,102Liabilities 2013: $1,968Net Assets 2013: $229,1342013Assets 2014: $263,575Liabilities 2014: $1,784Net Assets 2014: $261,7912014Assets 2015: $262,927Liabilities 2015: $10,593Net Assets 2015: $252,3342015Assets 2016: $247,929Liabilities 2016: $11,267Net Assets 2016: $236,6622016Assets 2017: $259,900Liabilities 2017: $9,018Net Assets 2017: $250,8822017Assets 2018: $279,854Liabilities 2018: $9,192Net Assets 2018: $270,6622018Assets 2019: $307,239Liabilities 2019: $11,275Net Assets 2019: $295,9642019Assets 2020: $345,480Liabilities 2020: $13,929Net Assets 2020: $331,5512020Assets 2021: $466,007Liabilities 2021: $3,928Net Assets 2021: $462,0792021Assets 2022: $387,294Liabilities 2022: $3,789Net Assets 2022: $383,5052022Assets 2023: $408,993Liabilities 2023: $3,768Net Assets 2023: $405,2252023Assets 2024: $1,188,161Liabilities 2024: $3,278Net Assets 2024: $1,184,8832024

Highlighted filing

2020

Assets$345,480
Liabilities$13,929
Net Assets$331,551
Open 2020 Filing

Operations Trend

Revenue Growth72nd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $127,780Expenses 2011: $59,171Net Income 2011: $68,6092011Expenses 2012: $55,9662012Expenses 2013: $49,9132013Revenue 2014: $88,762Expenses 2014: $56,105Net Income 2014: $32,6572014Revenue 2015: $62,379Expenses 2015: $72,234Net Income 2015: -$9,8552015Revenue 2016: $58,036Expenses 2016: $73,708Net Income 2016: -$15,6722016Revenue 2017: $94,836Expenses 2017: $80,616Net Income 2017: $14,2202017Revenue 2018: $98,859Expenses 2018: $79,080Net Income 2018: $19,7792018Revenue 2019: $105,577Expenses 2019: $80,376Net Income 2019: $25,2012019Revenue 2020: $114,981Expenses 2020: $79,393Net Income 2020: $35,5882020Revenue 2021: $146,756Expenses 2021: $16,220Net Income 2021: $130,5362021Revenue 2022: $45,406Expenses 2022: $51,249Net Income 2022: -$5,8432022Revenue 2023: $99,777Expenses 2023: $78,057Net Income 2023: $21,7202023Revenue 2024: $865,010Expenses 2024: $85,352Net Income 2024: $779,6582024

Highlighted filing

2020

Revenue$114,981
Expenses$79,393
Net Income$35,588
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 15, 2020
Return Version
2019v5.1
Gross Receipts
$114,981
Mission and Program Overview

Mission

The mission of the PSO is to perform and

The mission of the PSO is to perform and promote live symphonic music for Penfield and the Greater Rochester community and to provide an opportunity for highly qualified dedicated musicians

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$299,434$335,698▲ $36,264
Cash and Non-Interest-Bearing Accounts$5,133$6,245▲ $1,112
Land, Buildings, and Equipment, Net$2,350$3,000▲ $650
Prepaid Expenses and Deferred Charges$98$207▲ $109
Accounts Receivable-$150-
Total Assets$307,239$345,480▲ $38,241
Other Assets Total$224$180▼ $44
Liabilities
Unsecured Notes Loans Payable-$9,000-
Deferred Revenue$10,184$3,928▼ $6,256
Accounts Payable and Accrued Expenses$1,091$1,001▼ $90
Total Liabilities$11,275$13,929▲ $2,654
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$224,407$219,788▼ $4,619
Net Assets With Donor Restrictions$71,557$111,763▲ $40,206
Total Net Assets Fund Balance$295,964$331,551▲ $35,587
Total Liabilities and Net Assets / Fund Balance$307,239$345,480▲ $38,241

Asset Categories

AssetBook ValueDepreciationBasis
Land$0--
Equipment$3,000$1,612-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$299,434$47,046▲ $3,847$14,629$335,698
2018$269,221$24,272▲ $8,110$2,169$299,434
2017$251,802$4,636▲ $17,417$4,634$269,221
2016$233,040$1,027▲ $33,735$16,000$251,802
2015$242,858$10,525▼ $4,817$15,526$233,040
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dianne StengelOperations mgrPT$24,960$24,960
David HarmanMusic DirectorPT$12,436$12,436
William HuntConcertmaster-$5,161$5,161

Board Members and Trustees

NameTitle
Alan LowneCo-President
Carol LowneCo-President
Beverly VoosDirector
Jeanne GrayDirector
Julia FiguerasDirector
Michael QuinnDirector
Nicole OzinkowskiDirector
Peggy HallDirector
Sue BrownDirector
Virginia MillsDirector
Yvonne AdamsDirector
Helen ZimmermanOrchestra Representative
David MearTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$70,934
Program Service Revenue
$40,200
Investment Income
$3,440
Other Revenue
$407
All Other Contributions
$70,934
Change in Net Assets
$35,588
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$46,192
Other Expenses$33,201
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$18,109$24,000$0$42,109
Office Expenses$0$7,657$0$7,657
Occupancy$2,184$2,160$0$4,344
Insurance$532$3,389$0$3,921
Payroll Taxes$1,449$1,834$0$3,283
Other Expenses$2,300$0$0$2,300
Other Salaries and Wages$800$0$0$800
Royalties$609$0$0$609
Depreciation Depletion$89$185$0$274
Fees for Services Accounting$0$123$0$123
Total Functional Expenses$40,045$39,348$0$79,393
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
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
Filing and Contact Details

Filer

Filer Name
Penfield Symphony Orchestra Inc
EIN
22-2517865
Phone
5858720774
Address
1587 Jackson Road, Penfield, NY 14526

Signing Officer

Name
Carol Lowne
Title
President
Phone
5858720774
Signed
2020-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1982
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
12
Employees
4
Volunteers
75

Preparer

Firm
David J Mear CPA
Address
169 DALE RD, ROCHESTER, NY 14625
Preparer
David J Mear
Phone
5853815631
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Board meeting”

Pt VI, Line 12C

“Forms are filled out.”

Pt VI, Line 15B

“Board meetings”

Pt VI, Line 15A

“Board meeting”

Pt VI, Line 2

“Co-presidents are married.”

Financial Statement Notes

Pt V, Line 4

“To fund programs and operating expenses”

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IRS990/OtherAssetsTotalGrp/BOYAmt0224
IRS990/OtherAssetsTotalGrp/EOYAmt0180
IRS990/OtherExpensesGrp/Desc0Printing
IRS990/OtherExpensesGrp/Desc1Concert expenses
IRS990/OtherExpensesGrp/Desc2Music expenses
IRS990/OtherExpensesGrp/Desc3Soloist fees
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt06091
IRS990/OtherExpensesGrp/ProgramServicesAmt15848
IRS990/OtherExpensesGrp/ProgramServicesAmt22034
IRS990/OtherExpensesGrp/ProgramServicesAmt32300
IRS990/OtherExpensesGrp/TotalAmt06091
IRS990/OtherExpensesGrp/TotalAmt15848
IRS990/OtherExpensesGrp/TotalAmt22034
IRS990/OtherExpensesGrp/TotalAmt32300
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Unrealized investment gains<losses>
IRS990/OtherRevenueMiscGrp/Desc1other
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0407
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt10
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0407
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt10
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueTotalAmt0407
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0800
IRS990/OtherSalariesAndWagesGrp/TotalAmt0800
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01834
IRS990/PayrollTaxesGrp/ProgramServicesAmt01449
IRS990/PayrollTaxesGrp/TotalAmt03283
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt098
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0207
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Carol Lowne
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0711130
IRS990/ProgramServiceRevenueGrp/BusinessCd1711130
IRS990/ProgramServiceRevenueGrp/BusinessCd2711130
IRS990/ProgramServiceRevenueGrp/Desc0Ticket sales
IRS990/ProgramServiceRevenueGrp/Desc1Young Artist application fee
IRS990/ProgramServiceRevenueGrp/Desc2Program advertising
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023340
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1180
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt216680
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt058443
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt05033
IRS990/PYOtherExpensesAmt033824
IRS990/PYOtherRevenueAmt03080
IRS990/PYProgramServiceRevenueAmt039021
IRS990/PYRevenuesLessExpensesAmt025201
IRS990/PYSalariesCompEmpBnftPaidAmt046552
IRS990/PYTotalExpensesAmt080376
IRS990/PYTotalRevenueAmt0105577
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt035588
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt040020
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt0609
IRS990/RoyaltiesGrp/TotalAmt0609
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt070934
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt056630
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt043338
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026876
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt026459
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0224237
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05032
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04544
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03687
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03921
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt017184
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt038861
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt037951
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt034223
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt034979
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0146014
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04544
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03687
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03921
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt017184
IRS990ScheduleA/InvestmentIncomeCYPct00.04440
IRS990ScheduleA/InvestmentIncomePYPct00.05710
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.95560
IRS990ScheduleA/PublicSupportPY509Pct00.94290
IRS990ScheduleA/PublicSupportTotal509Amt0370251
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070934
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt095491
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt081289
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt061099
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt061438
IRS990ScheduleA/Total509Grp/TotalAmt0370251
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0387435
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.67000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0299434
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt047046
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0335698

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$345,480
Liabilities
$13,929
Net assets
$331,551
Revenue
$114,981
Expenses
$79,393
Net income
$35,588
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.00$1.18$0.87$0.09$0.78
2023Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.10$0.08$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.38$0.05$0.05$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.46$0.15$0.02$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.35$0.01$0.33$0.11$0.08$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.31$0.01$0.30$0.11$0.08$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.28$0.01$0.27$0.10$0.08$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.26$0.01$0.25$0.09$0.08$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.25$0.01$0.24$0.06$0.07$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.26$0.01$0.25$0.06$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.09$0.06$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.00$0.23$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.00$0.19$0.06
2011Summary only. Only limited summary data is available for this year.$0.19$0.01$0.18$0.13$0.06$0.07