Civic Intelligence

Chatham Baroque Inc.

990 • Fiscal year 2014 • EIN 25-1650485

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 24, 2014

100 43rd Street15201

(412) 687-1788

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Higher debt load relative to assets than 55% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

Higher debt load relative to revenue than 55% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

38th percentile

-0.8%

Higher net margin than 38% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

90th percentile

$41,885

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

43rd percentile

-0.7%

Faster asset growth than 43% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Down

$231,783

Down $1,527 (-0.7%) from 2013

Net Assets

Down

$231,730

Down $1,527 (-0.7%) from 2013

Liabilities

Flat

$53

Flat from 2013

Revenue

$329,369

No earlier filing loaded for comparison.

Expenses

Up

$332,002

Up $2,968 (+0.9%) from 2013

Net Income

-$2,633

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2013: $233,310Liabilities 2013: $53Net Assets 2013: $233,2572013Assets 2014: $231,783Liabilities 2014: $53Net Assets 2014: $231,7302014Assets 2015: $250,964Liabilities 2015: $765Net Assets 2015: $250,1992015Assets 2016: $293,414Liabilities 2016: $3,263Net Assets 2016: $290,1512016Assets 2017: $300,215Liabilities 2017: $1,186Net Assets 2017: $299,0292017Assets 2018: $473,712Liabilities 2018: $3,790Net Assets 2018: $469,9222018Assets 2019: $302,271Liabilities 2019: $3,305Net Assets 2019: $298,9662019Assets 2020: $334,941Liabilities 2020: $12,061Net Assets 2020: $322,8802020Assets 2021: $432,432Liabilities 2021: $7,140Net Assets 2021: $425,2922021Assets 2022: $450,055Liabilities 2022: $7,183Net Assets 2022: $442,8722022Assets 2023: $409,679Liabilities 2023: $5,953Net Assets 2023: $403,7262023Assets 2024: $429,894Liabilities 2024: $116,376Net Assets 2024: $313,5182024

Highlighted filing

2014

Assets$231,783
Liabilities$53
Net Assets$231,730

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2013: $329,0342013Revenue 2014: $329,369Expenses 2014: $332,002Net Income 2014: -$2,6332014Revenue 2015: $371,870Expenses 2015: $353,766Net Income 2015: $18,1042015Revenue 2016: $371,967Expenses 2016: $333,157Net Income 2016: $38,8102016Revenue 2017: $343,641Expenses 2017: $334,426Net Income 2017: $9,2152017Revenue 2018: $569,947Expenses 2018: $398,267Net Income 2018: $171,6802018Revenue 2019: $398,016Expenses 2019: $569,919Net Income 2019: -$171,9032019Revenue 2020: $510,901Expenses 2020: $549,605Net Income 2020: -$38,7042020Revenue 2021: $537,560Expenses 2021: $437,710Net Income 2021: $99,8502021Revenue 2022: $581,465Expenses 2022: $559,572Net Income 2022: $21,8932022Revenue 2023: $563,314Expenses 2023: $604,193Net Income 2023: -$40,8792023Revenue 2024: $521,024Expenses 2024: $616,250Net Income 2024: -$95,2262024

Highlighted filing

2014

Revenue$329,369
Expenses$332,002
Net Income-$2,633
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 24, 2014
Return Version
2013v3.0
Gross Receipts
$341,938
Mission and Program Overview

Mission

Chatham baroque presents captivating, historically informed period music performances and educational programs. Our goal is to preserve critical musical traditions, illuminate historical contexts, expand the scope of early music, and build a vibrant and diverse community of artists and music enthusiasts by exploring the passions and mysteries of the genre with our pittsburgh audiences and beyond.

To promote classical music.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$125,913$142,195▲ $16,282
Pledges and Grants Receivable$63,450$45,000▼ $18,450
Investments Other Securities$34,688$35,795▲ $1,107
Land, Buildings, and Equipment, Net$6,814$7,725▲ $911
Total Assets$233,310$231,783▼ $1,527
Other Assets Total$2,445$1,068▼ $1,377
Liabilities
Other Liabilities$53$53→ $0
Total Liabilities$53$53→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$166,257$160,230▼ $6,027
Temporarily Rstr Net Assets$67,000$71,500▲ $4,500
Total Net Assets Fund Balance$233,257$231,730▼ $1,527
Total Liabilities and Net Assets / Fund Balance$233,310$231,783▼ $1,527

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,725$26,174$33,899
Leasehold Improvements$0$33,290$33,290
Other Securities$35,795--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Andrew FoutsDirectorPT$41,885$41,885
Patricia HalversonDirectorPT$41,885$41,885
Scott PauleyDirectorPT$41,885$41,885

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$182,166
Program Service Revenue
$121,514
Investment Income
$8
Other Revenue
$25,681
All Other Contributions
$129,161
Change in Net Assets
$-2,633

Audited Revenue Reconciliation

Revenue per Audited Statements
$329,369
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$13,675
Total Revenue per Audited Statements
$343,044
Total Revenue per Form 990
$329,369
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$206,697
Other Expenses$125,305
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$125,654--$125,654
Other Salaries and Wages-$53,744-$53,744
Payroll Taxes$10,475$4,352-$14,827
Other Employee Benefits-$12,472-$12,472
Travel$10,523--$10,523
All Other Expenses-$9,982-$9,982
Advertising$9,318--$9,318
Occupancy-$7,800-$7,800
Other Expenses$11,080$7,246-$7,246
Fees for Services Other$4,600$925-$5,525
Fees for Services Accounting-$5,525-$5,525
Information Technology-$4,669-$4,669
Insurance$3,998--$3,998
Depreciation Depletion-$1,984-$1,984
Total Functional Expenses$215,721$116,281$0$332,002

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$344,571
Expenses per Audited Statements$332,002
Total Expenses per Form 990$332,002
Expenses Not Reported on Form 990$12,569
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$38,250
Fundraising Direct Expenses$12,569
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$38,250$38,250$12,569$25,681
Total Events$38,250$38,250$12,569$25,681
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Expenses$53
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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 11

The board of directors does not review the form 990. The form 990 is reviewed by the president, treasurer, and executive director.

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

The organization reviews and discusses any conflicts of interest at the regularly scheduled board meetings.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policies, and financial statements available to the public upon request.

Filing and Contact Details

Filer

EIN
25-1650485
Phone
4126871788

Signing Officer

Name
Sue Koehler
Title
President
Phone
4126871788
Signed
2014-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lauren Stern
Formed
1991
Legal Domicile
Pa
Voting Board Members
17
Independent Board Members
14
Employees
5
Volunteers
14

Preparer

Preparer
Richard J Alfera CPA
Phone
4128855045
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process has not changed since the previous year.

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

SPECIAL EVENTS EXPENSES

PART XII, LINE 2D - OTHER ADJUSTMENTS:

SPECIAL EVENTS EXPENSES

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IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02445
IRS990/OtherAssetsTotalGrp/EOYAmt01068
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt012472
IRS990/OtherEmployeeBenefitsGrp/TotalAmt012472
IRS990/OtherExpensesGrp/Desc0GUEST ARTISTS
IRS990/OtherExpensesGrp/Desc1PERFORMANCE EXPENSES
IRS990/OtherExpensesGrp/Desc2FEES AND DUES
IRS990/OtherExpensesGrp/Desc3OFFICE CLEANING, MAINTE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07582
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17246
IRS990/OtherExpensesGrp/ProgramServicesAmt040073
IRS990/OtherExpensesGrp/ProgramServicesAmt111080
IRS990/OtherExpensesGrp/TotalAmt040073
IRS990/OtherExpensesGrp/TotalAmt111080
IRS990/OtherExpensesGrp/TotalAmt27582
IRS990/OtherExpensesGrp/TotalAmt37246
IRS990/OtherLiabilitiesGrp/BOYAmt053
IRS990/OtherLiabilitiesGrp/EOYAmt053
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt053744
IRS990/OtherSalariesAndWagesGrp/TotalAmt053744
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04352
IRS990/PayrollTaxesGrp/ProgramServicesAmt010475
IRS990/PayrollTaxesGrp/TotalAmt014827
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt063450
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt045000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LAUREN STERN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0711130
IRS990/ProgramServiceRevenueGrp/BusinessCd1711130
IRS990/ProgramServiceRevenueGrp/Desc0TICKET SALES
IRS990/ProgramServiceRevenueGrp/Desc1OTHER PROGRAM REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0115046
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16468
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0115046
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16468
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0189701
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt08
IRS990/PYOtherExpensesAmt0138281
IRS990/PYOtherRevenueAmt017898
IRS990/PYProgramServiceRevenueAmt0112492
IRS990/PYRevenuesLessExpensesAmt0-8935
IRS990/PYSalariesCompEmpBnftPaidAmt0190753
IRS990/PYTotalExpensesAmt0329034
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0320099
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-2633
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0121514
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0182166
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0189701
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0232781
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0156505
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0277755
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01038908
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt031
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt061
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0645361
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct00.99910
IRS990ScheduleA/PublicSupportTotal170Amt01038908
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0182166
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0189701
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0232781
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0156505
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0277755
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01038908
IRS990ScheduleA/TotalSupportAmt01038969
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt07725
IRS990ScheduleD/EquipmentGrp/DepreciationAmt026174
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt033899
IRS990ScheduleD/ExpensesNotReportedAmt012569
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0332002
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt033290
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt033290
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01106
IRS990ScheduleD/OtherExpensesIncludedAmt012569
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt053
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED EXPENSES
IRS990ScheduleD/OtherRevenueAmt012569
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt035795
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt013675
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0329369
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SPECIAL EVENTS EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SPECIAL EVENTS EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07725
IRS990ScheduleD/TotalBookValueSecuritiesAmt035795
IRS990ScheduleD/TotalExpensesPerForm990Amt0332002
IRS990ScheduleD/TotalLiabilityAmt053
IRS990ScheduleD/TotalRevenuePerForm990Amt0329369
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0343044
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0344571
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012569
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038250
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0TWELFTH NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025681
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012569
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012569
IRS990/ScheduleJRequiredInd00

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