Civic Intelligence

San Juan Symphony

990 • Fiscal year 2020 • EIN 23-7414147

Jul 01, 2019 to Jun 30, 2020 • Filed on May 11, 2021

PO Box 1073Durango, CO 81302

(970) 382-9753

Siviq Scores

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

Liabilities / Assets

70th percentile

0.05x

Higher debt load relative to assets than 70% of similar nonprofits.

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

Liabilities / Revenue

64th percentile

0.02x

Higher debt load relative to revenue than 64% of similar nonprofits.

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

Net Margin

47th percentile

3.3%

Higher net margin than 47% of similar nonprofits.

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

Top Officer Pay

93rd percentile

$56,000

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 17.2% of source-year revenue.

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

Asset Growth

59th percentile

11%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

54th percentile

-10%

Faster revenue growth than 54% of similar nonprofits.

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

Assets

Up

$114,332

Up $11,081 (+11%) from 2019

Net Assets

Up

$108,815

Up $10,925 (+11%) from 2019

Liabilities

Up

$5,517

Up $156 (+2.9%) from 2019

Revenue

Down

$326,191

Down $37,169 (-10%) from 2019

Expenses

Down

$315,266

Down $22,246 (-6.6%) from 2019

Net Income

Down

$10,925

Down $14,923 (-58%) from 2019

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2014: $121,558Liabilities 2014: $2,947Net Assets 2014: $118,6112014Assets 2015: $117,545Liabilities 2015: $4,022Net Assets 2015: $113,5232015Assets 2016: $91,039Liabilities 2016: $1,909Net Assets 2016: $89,1302016Assets 2017: $79,689Liabilities 2017: $1,651Net Assets 2017: $78,0382017Assets 2018: $73,606Liabilities 2018: $1,564Net Assets 2018: $72,0422018Assets 2019: $103,251Liabilities 2019: $5,361Net Assets 2019: $97,8902019Assets 2020: $114,332Liabilities 2020: $5,517Net Assets 2020: $108,8152020Assets 2021: $113,067Liabilities 2021: $4,967Net Assets 2021: $108,1002021Assets 2022: $232,682Liabilities 2022: $0Net Assets 2022: $232,6822022Assets 2023: $314,275Liabilities 2023: $50,889Net Assets 2023: $263,3862023Assets 2024: $365,142Liabilities 2024: $45,013Net Assets 2024: $320,1292024Assets 2025: $307,665Liabilities 2025: $24,512Net Assets 2025: $283,1532025

Highlighted filing

2020

Assets$114,332
Liabilities$5,517
Net Assets$108,815

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2014: $295,177Expenses 2014: $269,343Net Income 2014: $25,8342014Revenue 2015: $291,240Expenses 2015: $296,328Net Income 2015: -$5,0882015Revenue 2016: $276,854Expenses 2016: $301,247Net Income 2016: -$24,3932016Revenue 2017: $304,703Expenses 2017: $315,795Net Income 2017: -$11,0922017Revenue 2018: $310,241Expenses 2018: $316,237Net Income 2018: -$5,9962018Revenue 2019: $363,360Expenses 2019: $337,512Net Income 2019: $25,8482019Revenue 2020: $326,191Expenses 2020: $315,266Net Income 2020: $10,9252020Revenue 2021: $250,918Expenses 2021: $251,633Net Income 2021: -$7152021Revenue 2022: $450,004Expenses 2022: $325,422Net Income 2022: $124,5822022Revenue 2023: $477,377Expenses 2023: $446,673Net Income 2023: $30,7042023Revenue 2024: $642,544Expenses 2024: $585,801Net Income 2024: $56,7432024Revenue 2025: $648,020Expenses 2025: $679,303Net Income 2025: -$31,2832025

Highlighted filing

2020

Revenue$326,191
Expenses$315,266
Net Income$10,925
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 11, 2021
Return Version
2019v5.0
Gross Receipts
$346,195
Mission and Program Overview

Mission

The San Juan Symphony is an innovative regional orchestra that contributes to the cultural enrichment of the diverse communities of the Four Corners area with inspiring live performances and creative collaborative efforts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$93,655$99,834▲ $6,179
Cash and Non-Interest-Bearing Accounts$2,498$7,956▲ $5,458
Inventories for Sale or Use$4,106$4,017▼ $89
Intangible Assets$2,992$2,525▼ $467
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$103,251$114,332▲ $11,081
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$5,361$5,517▲ $156
Total Liabilities$5,361$5,517▲ $156
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$97,890$108,815▲ $10,925
Total Net Assets Fund Balance$97,890$108,815▲ $10,925
Total Liabilities and Net Assets / Fund Balance$103,251$114,332▲ $11,081

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$780$780
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kathy MyrickExecutive DirecFT$56,000$56,000

Board Members and Trustees

NameTitle
Joseph PopePresident
Steve BowersWendy GrantVice President
Allen LyonDirector
Allison AicheleDirector
Andrea MullDirector
Charissa ChiaravallotiDirector
David BregarDirector
Dr Sara MichaelsDirector
Jeff SusorDirector
Mark WaltersDirector
Nancy StofferDirector
Polly MorgensternDirector
Rochelle MannDirector
Scott MichlinDirector
Tom TaylorDirector
Janice SheftelSec/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$212,124
Program Service Revenue
$113,538
Investment Income
$439
Other Revenue
$90
All Other Contributions
$188,501
Change in Net Assets
$10,925
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$250,548
Salaries, Compensation, and Employee Benefits$64,718
Total Fundraising Expense$15,716
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$51,851$5,029-$56,880
Current Officers, Directors, Trustees, and Key Employees-$56,000-$56,000
Travel$16,220$2,000-$18,220
Advertising$935-$15,716$16,651
Other Expenses$14,100--$14,100
Occupancy$6,851$6,360-$13,211
Office Expenses-$9,873-$9,873
Other Employee Benefits-$4,434-$4,434
Payroll Taxes-$4,284-$4,284
Insurance-$3,293-$3,293
Fees for Services Legal-$1,057-$1,057
Depreciation Depletion$467--$467
Total Functional Expenses$207,220$92,330$15,716$315,266
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Reviewed by the Executive Director and board members for accuracy before filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

All board members are aware of the conflict of interest policy and all new members are made aware of the policy at the beginning of their term.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Executive Director's compensation is based on comparison with other orchestras of similar size, combined with comparison of local executive director salaries, which is then approved by the board.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The Organization makes its governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
San Juan Symphony
EIN
23-7414147
Phone
9703829753
Address
PO Box 1073, Durango, CO 81302

Signing Officer

Name
Kathy Myrick
Title
Executive Director
Signed
2021-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Myrick Kathy
Formed
2002
Legal Domicile
Co
Voting Board Members
16
Independent Board Members
16
Employees
1
Volunteers
50

Preparer

Firm
Laura E Hokanson CPA CGMA MSc
Address
60 W Grimes Creek Dr, Bayfield, CO 81122
Preparer
Laura E Hokanson
Phone
9704262256
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

2019-20 Composer Commission: Column (A) - Total = $4000; Column (B) - Program Services = $4000; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Box Office Fees: Column (A) - Total = $4003; Column (B) - Program Services = $4003; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Concert Master/Mistress fees: Column (A) - Total = $2250; Column (B) - Program Services = $2250; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Concert Master/Mistress fees: Column (A) - Total = $750; Column (B) - Program Services = $750; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Contract services-musician: Column (A) - Total = $290; Column (B) - Program Services = $290; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Dues & Subscriptions: Column (A) - Total = $3260; Column (B) - Program Services = $0; Column (C) - Management & General = $3260; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Instrument/Equipment Rental: Column (A) - Total = $150; Column (B) - Program Services = $150; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Labor-Contract: Column (A) - Total = $741; Column (B) - Program Services = $741; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Librarian Contract fees: Column (A) - Total = $3000; Column (B) - Program Services = $3000; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Librarian Contract fees: Column (A) - Total = $600; Column (B) - Program Services = $600; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Miscellaneous expense: Column (A) - Total = $3; Column (B) - Program Services = $0; Column (C) - Management & General = $3; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Music Rental: Column (A) - Total = $4271; Column (B) - Program Services = $4271; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Musician Contract Fees: Column (A) - Total = $6645; Column (B) - Program Services = $6645; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Musician Food: Column (A) - Total = $1251; Column (B) - Program Services = $1251; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

NM Gross Receipts Tax: Column (A) - Total = $500; Column (B) - Program Services = $500; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Personnel Manager contract: Column (A) - Total = $3350; Column (B) - Program Services = $3350; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Personnel Manager contract: Column (A) - Total = $700; Column (B) - Program Services = $700; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Piano Rental/Tuning: Column (A) - Total = $238; Column (B) - Program Services = $238; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Piano Rental/Tuning: Column (A) - Total = $413; Column (B) - Program Services = $413; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Postage and Shipping: Column (A) - Total = $2559; Column (B) - Program Services = $793; Column (C) - Management & General = $1766; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Principal Fees: Column (A) - Total = $3160; Column (B) - Program Services = $3160; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Printing and Publications: Column (A) - Total = $2660; Column (B) - Program Services = $2660; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Reception Exp.- Farmington: Column (A) - Total = $969; Column (B) - Program Services = $969; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Reception Exp.-Durango: Column (A) - Total = $776; Column (B) - Program Services = $776; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Recording fees: Column (A) - Total = $575; Column (B) - Program Services = $575; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Shell Reset: Column (A) - Total = $200; Column (B) - Program Services = $200; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Side by Side Coordinator fees: Column (A) - Total = $304; Column (B) - Program Services = $304; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

SJSYO Music Rental: Column (A) - Total = $205; Column (B) - Program Services = $205; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

SJSYO Stage Manager fees: Column (A) - Total = $150; Column (B) - Program Services = $150; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

SJSYO Supplies: Column (A) - Total = $540; Column (B) - Program Services = $540; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Soloist-Contract: Column (A) - Total = $3000; Column (B) - Program Services = $3000; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Soloists contract fees: Column (A) - Total = $528; Column (B) - Program Services = $528; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Stage Manager Contract fees: Column (A) - Total = $1425; Column (B) - Program Services = $1425; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Stage Manager Contract fees: Column (A) - Total = $400; Column (B) - Program Services = $400; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Ticketing: Column (A) - Total = $1203; Column (B) - Program Services = $1203; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Ticketing: Column (A) - Total = $281; Column (B) - Program Services = $281; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Traveling Musicians fees: Column (A) - Total = $330; Column (B) - Program Services = $330; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Youth Orchestra Coaches: Column (A) - Total = $1200; Column (B) - Program Services = $1200; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

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IRS990/MissionDesc0The San Juan Symphony is an innovative regional orchestra that contributes to the cultural enrichment of the diverse communities of the Four Corners area with inspiring live performances and creative collaborative efforts.
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IRS990/OtherExpensesGrp/Desc0Contract services-musician
IRS990/OtherExpensesGrp/Desc1Contract Music Director
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IRS990/OtherExpensesGrp/Desc3SJSYO Contract Fees
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IRS990/OtherExpensesGrp/ProgramServicesAmt150000
IRS990/OtherExpensesGrp/ProgramServicesAmt214480
IRS990/OtherExpensesGrp/ProgramServicesAmt314100
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IRS990/OtherExpensesGrp/TotalAmt150000
IRS990/OtherExpensesGrp/TotalAmt214480
IRS990/OtherExpensesGrp/TotalAmt314100
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IRS990/ProgSrvcAccomActy2Grp/Desc0The Mission of the San Juan Symphony Youth Orchestra is to provide an inspiring orchestral experience for the youth of Durango, Bayfield, Farmington, Pagosa Springs, Cortez and surrounding areas, while further enriching the arts communities of the Four Corners. This is the only youth symphony organization in the Four Corners area, and its members receive an exceptional educational experience under the guidance of the region's finest musical performers and educators. This year the orchestra had 80 youth members and reached 500 students in classroom educational programs. In addition, 500 youth received free concert tickets in 4 youth & family concerts.
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0156

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$0.25$2.83$6.48$6.79$0.31
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$0.45$3.20$6.43$5.86$0.57
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.51$2.63$4.77$4.47$0.31
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.00$2.33$4.50$3.25$1.25
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.05$1.08$2.51$2.52$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.14$0.06$1.09$3.26$3.15$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.05$0.98$3.63$3.38$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.02$0.72$3.10$3.16$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.02$0.78$3.05$3.16$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.02$0.89$2.77$3.01$0.24
2015Detailed filing. Detailed filing data is available for this year.$1.18$0.04$1.14$2.91$2.96$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.22$0.03$1.19$2.95$2.69$0.26