Civic Intelligence

Dubuque Symphony Orchestra

990 • Fiscal year 2020 • EIN 23-7429727

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 08, 2020

Organization ProfileWWW.DUBUQUESYMPHONY.ORG
2728 Asbury Road Suite 900Dubuque, IA 52001

(563) 557-1677

Siviq Scores

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

Liabilities / Assets

38th percentile

0.04x

Higher debt load relative to assets than 38% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

49th percentile

0.13x

Higher debt load relative to revenue than 49% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

54th percentile

7.5%

Higher net margin than 54% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

61st percentile

$82,593

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

22nd percentile

-2.6%

Faster asset growth than 22% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

43rd percentile

-2.7%

Faster revenue growth than 43% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$3,140,858

Down $84,152 (-2.6%) from 2019

Net Assets

Down

$3,008,381

Down $61,379 (-2.0%) from 2019

Liabilities

Down

$132,477

Down $22,773 (-15%) from 2019

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin54th percentile

Revenue

Down

$995,002

Down $27,408 (-2.7%) from 2019

Expenses

Down

$920,782

Down $149,881 (-14%) from 2019

Net Income

Up

$74,220

Up $122,473 (+254%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$10M$5.0M$0Assets 2013: $2,093,299Liabilities 2013: $195,223Net Assets 2013: $1,898,0762013Assets 2014: $3,162,838Liabilities 2014: $155,805Net Assets 2014: $3,007,0332014Assets 2015: $3,139,099Liabilities 2015: $156,913Net Assets 2015: $2,982,1862015Assets 2016: $2,963,222Liabilities 2016: $139,076Net Assets 2016: $2,824,1462016Assets 2017: $3,128,861Liabilities 2017: $134,244Net Assets 2017: $2,994,6172017Assets 2018: $3,256,079Liabilities 2018: $154,739Net Assets 2018: $3,101,3402018Assets 2019: $3,225,010Liabilities 2019: $155,250Net Assets 2019: $3,069,7602019Assets 2020: $3,140,858Liabilities 2020: $132,477Net Assets 2020: $3,008,3812020Assets 2021: $3,838,277Liabilities 2021: $125,441Net Assets 2021: $3,712,8362021Assets 2022: $3,373,289Liabilities 2022: $122,402Net Assets 2022: $3,250,8872022Assets 2023: $3,567,981Liabilities 2023: $174,825Net Assets 2023: $3,393,1562023Assets 2024: $9,576,376Liabilities 2024: $180,547Net Assets 2024: $9,395,8292024

Highlighted filing

2020

Assets$3,140,858
Liabilities$132,477
Net Assets$3,008,381
Open 2020 Filing

Operations Trend

Revenue Growth43rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2013: $858,0042013Revenue 2014: $2,046,505Expenses 2014: $950,487Net Income 2014: $1,096,0182014Revenue 2015: $1,076,359Expenses 2015: $973,593Net Income 2015: $102,7662015Revenue 2016: $896,132Expenses 2016: $985,373Net Income 2016: -$89,2412016Revenue 2017: $884,324Expenses 2017: $958,096Net Income 2017: -$73,7722017Revenue 2018: $1,191,773Expenses 2018: $1,061,130Net Income 2018: $130,6432018Revenue 2019: $1,022,410Expenses 2019: $1,070,663Net Income 2019: -$48,2532019Revenue 2020: $995,002Expenses 2020: $920,782Net Income 2020: $74,2202020Revenue 2021: $938,420Expenses 2021: $797,558Net Income 2021: $140,8622021Revenue 2022: $1,369,482Expenses 2022: $1,166,009Net Income 2022: $203,4732022Revenue 2023: $1,198,093Expenses 2023: $1,279,150Net Income 2023: -$81,0572023Revenue 2024: $6,477,719Expenses 2024: $1,374,924Net Income 2024: $5,102,7952024

Highlighted filing

2020

Revenue$995,002
Expenses$920,782
Net Income$74,220
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 8, 2020
Return Version
2019v5.1
Gross Receipts
$3,448,961
Mission and Program Overview

Mission

To engage the tri-state community and enrich its quality of life through live musical performances and educational programs

Engage the tri-state community and enrich its quality of life through live musical performances and educational programs

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,713,757$2,762,774▲ $49,017
Cash and Non-Interest-Bearing Accounts$445,891$317,908▼ $127,983
Land, Buildings, and Equipment, Net$23,899$17,787▼ $6,112
Prepaid Expenses and Deferred Charges$10,447$11,910▲ $1,463
Pledges and Grants Receivable$3,672$3,466▼ $206
Total Assets$3,225,010$3,140,858▼ $84,152
Other Assets Total$27,344$27,013▼ $331
Liabilities
Unsecured Notes Loans Payable-$105,600-
Deferred Revenue$142,831$25,467▼ $117,364
Accounts Payable and Accrued Expenses$12,419$1,410▼ $11,009
Total Liabilities$155,250$132,477▼ $22,773
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,474,465$2,527,782▲ $53,317
Net Assets Without Donor Restrictions$595,295$480,599▼ $114,696
Total Net Assets Fund Balance$3,069,760$3,008,381▼ $61,379
Total Liabilities and Net Assets / Fund Balance$3,225,010$3,140,858▼ $84,152

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$15,314$173,845$189,159
Leasehold Improvements$2,473$2,872$5,345
Other Securities$2,676,993--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$2,073,338-▲ $51,468-$2,124,806
2018$2,088,706-▲ $87,740$103,108$2,073,338
2017$2,046,925$25▲ $141,255$99,499$2,088,706
2016$1,901,900-▲ $235,931$90,906$2,046,925
2015$2,052,432$5,000▼ $76,980$78,552$1,901,900
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mark WahlertExecutive DirectorFT$82,593$82,593

Board Members and Trustees

NameTitle
Kate HendelPresident
Charles BarlandBoard Member
Deborah LabeauBoard Member
Greg RehmkeBoard Member
Jack WertzbergerBoard Member
Jacquie RothBoard Member
John LinkBoard Member
Ken MillerBoard Member
Kent RenierBoard Member
Laura CalhounBoard Member
Mantea SchmidBoard Member
Mariann WeberBoard Member
Matt BoleynBoard Member
Megan GlossBoard Member
Nicole GantzBoard Member
Pauline ChiltonBoard Member
Tom BolducBoard Member
Wes HeitzmanBoard Member
Eva SchmidSecretary & Board Member
Joel GehlingTreasurer & Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$429,444
Program Service Revenue
$359,860
Investment Income
$203,833
Other Revenue
$1,865
All Other Contributions
$389,598
Change in Net Assets
$74,220

Audited Revenue Reconciliation

Revenue per Audited Statements
$976,482
Revenue Not Reported on Financial Statements
$18,520
Revenue Not Reported on Form 990
$-135,599
Total Revenue per Audited Statements
$840,883
Total Revenue per Form 990
$995,002
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$608,764
Other Expenses$312,018
Total Fundraising Expense$129,604
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$243,004$110,347$51,279$404,630
Other Employee Benefits$46,951$20,920$15,443$83,314
Current Officers, Directors, Trustees, and Key Employees$16,518$20,648$45,427$82,593
Payroll Taxes$21,409$9,657$7,161$38,227
Occupancy$37,978--$37,978
Advertising$366$22,970$9,727$33,063
Other Expenses$25,160$88,154$567$25,160
Fees for Services Other$24,722--$24,722
Fees for Service Investment Mgmnt Fees-$18,520-$18,520
Depreciation Depletion-$6,112-$6,112
Total Functional Expenses$493,850$297,328$129,604$920,782

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$920,782
Expenses per Audited Statements$902,262
Total Expenses per Audited Statements$902,262
Expenses Not Reported on Financial Statements$18,520
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$13,653
Fundraising Gross Income$13,653
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pursuit of Podium$18,869-$2,582-
Style Show$6,285$6,285$2,906$3,379
Total Events$53,499$13,653$13,653$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
No
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, Section B, Line 11B

“The organization's finance committee reviews the 990 at a regularly scheduled meeting and approves the filing”

Form 990, Part VI, Section B, Line 12C

“Members of the governing body are required to sign a statement annually regarding conflicts of interest”

Form 990, Part VI, Section C, Line 19

“The organization makes it governing documents, conflict of interest policies, and financial statements available to the general public upon request”

Filing and Contact Details

Filer

Filer Name
Dubuque Symphony Orchestra
EIN
23-7429727
Phone
5635571677
Address
2728 ASBURY ROAD SUITE 900, DUBUQUE, IA 52001

Signing Officer

Name
Mark Wahlert
Title
Executive Director
Phone
5635571677
Signed
2020-12-08
Discuss with paid preparer
No

Organization Details

Principal Officer
Mark Wahlert
Formed
1960
Legal Domicile
Ia
Voting Board Members
21
Independent Board Members
21
Employees
186
Volunteers
164

Preparer

Firm
O'CONNOR BROOKS & CO PC
Address
PO BOX 743, DUBUQUE, IA 52004-0743
Preparer
Jeremy L Woolf CPA
Phone
5635827224
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Explanation: the intended use of the symphony's endowment is to provide for the long term sustainability of the symphony. The endowment's investment income will be used to support the operational needs of the symphony.”

Raw XML AppendixShowing 400 of 590 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt012419
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01410
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ENGAGE THE TRI-STATE COMMUNITY AND ENRICH ITS QUALITY OF LIFE THROUGH LIVE MUSICAL PERFORMANCES AND EDUCATIONAL PROGRAMS
IRS990/AdvertisingGrp/FundraisingAmt09727
IRS990/AdvertisingGrp/ManagementAndGeneralAmt022970
IRS990/AdvertisingGrp/ProgramServicesAmt0366
IRS990/AdvertisingGrp/TotalAmt033063
IRS990/AllOtherContributionsAmt0389598
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LINDA SEWELL
IRS990/BooksInCareOfDetail/PhoneNum05635571677
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02728 ASBURY ROAD SUITE 900
IRS990/BooksInCareOfDetail/USAddress/CityNm0DUBUQUE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd052001
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0445891
IRS990/CashNonInterestBearingGrp/EOYAmt0317908
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt045427
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt020648
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt016518
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt082593
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt039846
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0429444
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0203833
IRS990/CYOtherExpensesAmt0312018
IRS990/CYOtherRevenueAmt01865
IRS990/CYProgramServiceRevenueAmt0359860
IRS990/CYRevenuesLessExpensesAmt074220
IRS990/CYSalariesCompEmpBnftPaidAmt0608764
IRS990/CYTotalExpensesAmt0920782
IRS990/CYTotalFundraisingExpenseAmt0129604
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0995002
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0142831
IRS990/DeferredRevenueGrp/EOYAmt025467
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt06112
IRS990/DepreciationDepletionGrp/TotalAmt06112
IRS990/Desc0THE ORCHESTRA'S PERFORMANCE EXPENSES ARE TO ENRICH THE COMMUNITY THROUGH ITS LIVE MUSICAL PERFORMANCES
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02474465
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02527782
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0186
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0373837
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt024722
IRS990/FeesForServicesOtherGrp/TotalAmt024722
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt018520
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt018520
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/PersonNm0KATE HENDEL
IRS990/Form990PartVIISectionAGrp/PersonNm1CHARLES BARLAND
IRS990/Form990PartVIISectionAGrp/PersonNm2TOM BOLDUC
IRS990/Form990PartVIISectionAGrp/PersonNm3NICOLE GANTZ
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN LINK
IRS990/Form990PartVIISectionAGrp/PersonNm5DEBORAH LABEAU
IRS990/Form990PartVIISectionAGrp/PersonNm6KENT RENIER
IRS990/Form990PartVIISectionAGrp/PersonNm7MANTEA SCHMID
IRS990/Form990PartVIISectionAGrp/PersonNm8JACK WERTZBERGER
IRS990/Form990PartVIISectionAGrp/PersonNm9MATT BOLEYN
IRS990/Form990PartVIISectionAGrp/PersonNm10MEGAN GLOSS
IRS990/Form990PartVIISectionAGrp/PersonNm11WES HEITZMAN
IRS990/Form990PartVIISectionAGrp/PersonNm12PAULINE CHILTON
IRS990/Form990PartVIISectionAGrp/PersonNm13JOEL GEHLING
IRS990/Form990PartVIISectionAGrp/PersonNm14JACQUIE ROTH
IRS990/Form990PartVIISectionAGrp/PersonNm15MARIANN WEBER
IRS990/Form990PartVIISectionAGrp/PersonNm16GREG REHMKE
IRS990/Form990PartVIISectionAGrp/PersonNm17LAURA CALHOUN
IRS990/Form990PartVIISectionAGrp/PersonNm18KEN MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm19EVA SCHMID
IRS990/Form990PartVIISectionAGrp/PersonNm20MARK WAHLERT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2082593
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13TREASURER & BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19SECRETARY & BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01960
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt039846
IRS990/FundraisingDirectExpensesAmt013653
IRS990/FundraisingGrossIncomeAmt013653
IRS990/GainOrLossGrp/SecuritiesAmt093555
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02533861
IRS990/GrossReceiptsAmt03448961
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0110278
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0110278
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02713757
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02762774
IRS990/IRPDocumentCnt024
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0176717
IRS990/LandBldgEquipBasisNetGrp/BOYAmt023899
IRS990/LandBldgEquipBasisNetGrp/EOYAmt017787
IRS990/LandBldgEquipCostOrOtherBssAmt0194504
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02440306
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ENGAGE THE TRI-STATE COMMUNITY AND ENRICH ITS QUALITY OF LIFE THROUGH LIVE MUSICAL PERFORMANCES AND EDUCATIONAL PROGRAMS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03069760
IRS990/NetAssetsOrFundBalancesEOYAmt03008381
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt093555
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt093555
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-135599
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0595295
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0480599
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt037978
IRS990/OccupancyGrp/TotalAmt037978
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt027344
IRS990/OtherAssetsTotalGrp/EOYAmt027013
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt015443
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt020920
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt046951
IRS990/OtherEmployeeBenefitsGrp/TotalAmt083314
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE
IRS990/OtherExpensesGrp/Desc1EDUCATION
IRS990/OtherExpensesGrp/Desc2MUSIC AND PRODUCTION
IRS990/OtherExpensesGrp/FundraisingAmt0567
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt088154
IRS990/OtherExpensesGrp/ProgramServicesAmt0973
IRS990/OtherExpensesGrp/ProgramServicesAmt176769
IRS990/OtherExpensesGrp/ProgramServicesAmt225160
IRS990/OtherExpensesGrp/TotalAmt089694
IRS990/OtherExpensesGrp/TotalAmt176769
IRS990/OtherExpensesGrp/TotalAmt225160
IRS990/OtherRevenueMiscGrp/BusinessCd0711190
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01865
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01865
IRS990/OtherRevenueTotalAmt01865
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt051279
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0110347
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0243004
IRS990/OtherSalariesAndWagesGrp/TotalAmt0404630
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07161
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09657
IRS990/PayrollTaxesGrp/ProgramServicesAmt021409
IRS990/PayrollTaxesGrp/TotalAmt038227
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03672
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03466
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010447
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011910
IRS990/PrincipalOfficerNm0MARK WAHLERT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0711190
IRS990/ProgramServiceRevenueGrp/BusinessCd1711190
IRS990/ProgramServiceRevenueGrp/Desc0CONCERT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1EDUCATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0343975
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt115885
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0343975
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115885
IRS990/ProgSrvcAccomActy2Grp/Desc0TO EDUCATE THE PUBLIC, SPECIFICALLY YOUTH IN THE LOCAL COMMUNITY REGARDING MUSIC APPRECIATION
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0120013
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt015885
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0342508
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt098736
IRS990/PYOtherExpensesAmt0436578
IRS990/PYOtherRevenueAmt064383
IRS990/PYProgramServiceRevenueAmt0516783
IRS990/PYRevenuesLessExpensesAmt0-48253
IRS990/PYSalariesCompEmpBnftPaidAmt0634085
IRS990/PYTotalExpensesAmt01070663
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01022410
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt074220
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0345840
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0561634
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0512468
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0549903
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0486166
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0578991
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02689162
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0110278
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0109322
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0104392
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt063564
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt089580
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0477136
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0211785
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0317670
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0306538
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0239566
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0273751
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01349310
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0110278
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0109322
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0104392
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt063564
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt089580
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0477136
IRS990ScheduleA/InvestmentIncomeCYPct00.10570
IRS990ScheduleA/InvestmentIncomePYPct00.10240
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.89430
IRS990ScheduleA/PublicSupportPY509Pct00.89760
IRS990ScheduleA/PublicSupportTotal509Amt04038472
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,140,858
Liabilities
$132,477
Net assets
$3,008,381
Revenue
$995,002
Expenses
$920,782
Net income
$74,220
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.58$0.18$9.40$6.48$1.37$5.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.57$0.17$3.39$1.20$1.28$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$0.12$3.25$1.37$1.17$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.84$0.13$3.71$0.94$0.80$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.14$0.13$3.01$1.00$0.92$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$0.16$3.07$1.02$1.07$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.15$3.10$1.19$1.06$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$0.13$2.99$0.88$0.96$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.96$0.14$2.82$0.90$0.99$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.14$0.16$2.98$1.08$0.97$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.16$0.16$3.01$2.05$0.95$1.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.20$1.90$0.86