Civic Intelligence

Penfield Symphony Orchestra Inc.

990 • Fiscal year 2022 • EIN 22-2517865

Jul 01, 2021 to Jun 30, 2022 • Filed on Apr 30, 2023

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

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

81st percentile

0.08x

Higher debt load relative to revenue than 81% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

24th percentile

-13%

Higher net margin than 24% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$7,450

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 16.4% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

24th percentile

-17%

Faster asset growth than 24% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-69%

Faster revenue growth than 7% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$387,294

Down $78,713 (-17%) from 2021

Net Assets

Down

$383,505

Down $78,574 (-17%) from 2021

Liabilities

Down

$3,789

Down $139 (-3.5%) from 2021

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin24th percentile

Revenue

Down

$45,406

Down $101,350 (-69%) from 2021

Expenses

Up

$51,249

Up $35,029 (+216%) from 2021

Net Income

Down

-$5,843

Down $136,379 (-104%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2022

Assets$387,294
Liabilities$3,789
Net Assets$383,505
Open 2022 Filing

Operations Trend

Revenue Growth7th 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

2022

Revenue$45,406
Expenses$51,249
Net Income-$5,843
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 30, 2023
Return Version
2021v4.1
Gross Receipts
$45,406
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$452,679$373,738▼ $78,941
Cash and Non-Interest-Bearing Accounts$10,142$10,656▲ $514
Land, Buildings, and Equipment, Net$2,911$2,822▼ $89
Prepaid Expenses and Deferred Charges$275--
Accounts Receivable$0--
Total Assets$466,007$387,294▼ $78,713
Other Assets Total-$78-
Liabilities
Deferred Revenue$3,928$3,789▼ $139
Accounts Payable and Accrued Expenses$0--
Unsecured Notes Loans Payable$0--
Total Liabilities$3,928$3,789▼ $139
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$311,975$237,662▼ $74,313
Net Assets With Donor Restrictions$150,104$145,843▼ $4,261
Total Net Assets Fund Balance$462,079$383,505▼ $78,574
Total Liabilities and Net Assets / Fund Balance$466,007$387,294▼ $78,713

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,822$1,790-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$452,679---$452,679
2020$335,698$27,701▲ $99,280$2,160$452,679
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
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseTotal
David HarmanMusic DirectorPT$7,450$7,450
Dianne StengelOperations mgrPT$7,236$7,236
William HuntConcertmaster-$3,300$3,300

Board Members and Trustees

NameTitle
Alan LowneCo-President
Carol LowneCo-President
Ben MartinDirector
Beverly VoosDirector
Jeanne GrayDirector
Michael QuinnDirector
Nicole OzinkowskiDirector
Sue BrownDirector
Yvonne AdamsDirector
Helen ZimmermanOrchestra Representative
Virginia MillsOrchestra Representative
David MearTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$31,604
Program Service Revenue
$4,951
Investment Income
$8,851
Other Revenue
$0
All Other Contributions
$31,604
Change in Net Assets
$-5,843
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$31,191
Other Expenses$20,058
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$21,500$6,985$0$28,485
Office Expenses$0$5,460$0$5,460
Occupancy$2,810$2,160$0$4,970
Insurance$0$4,311$0$4,311
Payroll Taxes$1,822$584$0$2,406
All Other Expenses$0$990$0$990
Other Expenses$920$0$0$920
Royalties$642$0$0$642
Comp Disqual Persons$300$0$0$300
Advertising$160$0$0$160
Depreciation Depletion$89$0$0$89
Total Functional Expenses$30,759$20,490$0$51,249
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
Co-president
Phone
5858720774
Signed
2023-04-30
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/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/ProgramServicesAmt01210
IRS990/OtherExpensesGrp/ProgramServicesAmt1556
IRS990/OtherExpensesGrp/ProgramServicesAmt2750
IRS990/OtherExpensesGrp/ProgramServicesAmt3920
IRS990/OtherExpensesGrp/TotalAmt01210
IRS990/OtherExpensesGrp/TotalAmt1556
IRS990/OtherExpensesGrp/TotalAmt2750
IRS990/OtherExpensesGrp/TotalAmt3920
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0584
IRS990/PayrollTaxesGrp/ProgramServicesAmt01822
IRS990/PayrollTaxesGrp/TotalAmt02406
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0275
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/TotalRevenueColumnAmt04951
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt047475
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt06889
IRS990/PYOtherExpensesAmt010071
IRS990/PYOtherRevenueAmt092392
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0130536
IRS990/PYSalariesCompEmpBnftPaidAmt06149
IRS990/PYTotalExpensesAmt016220
IRS990/PYTotalRevenueAmt0146756
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-5843
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt036555
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt0642
IRS990/RoyaltiesGrp/TotalAmt0642
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt031604
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt038475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt070934
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt056630
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt043338
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0240981
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08851
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06889
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03440
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05032
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04544
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt028756
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04951
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt040020
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt038861
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt037951
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0121783
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08851
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06889
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03440
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04544
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt028756
IRS990ScheduleA/InvestmentIncomeCYPct00.07340
IRS990ScheduleA/InvestmentIncomePYPct00.05740
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.92660
IRS990ScheduleA/PublicSupportPY509Pct00.94260
IRS990ScheduleA/PublicSupportTotal509Amt0362764
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt036555
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt038475
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0110954
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt095491
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt081289
IRS990ScheduleA/Total509Grp/TotalAmt0362764
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0391520
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0452679
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0452679
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt07840
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0335698
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt027701
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0452679
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt099280
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt02160
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0299434
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt047046
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0335698
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03847
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt014629
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0269221
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt024272
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0299434
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08110

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$387,294
Liabilities
$3,789
Net assets
$383,505
Revenue
$45,406
Expenses
$51,249
Net income
-$5,843
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