Civic Intelligence

Colorado Symphony Fund

990 • Fiscal year 2019 • EIN 26-0138249

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 19, 2019

1000 14th Street No 15Denver, CO 80202

(303) 623-7876

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

3rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

72nd percentile

$363,396

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 17.4% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

55th percentile

5.4%

Faster asset growth than 55% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

47th percentile

2.9%

Faster revenue growth than 47% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Assets

Up

$25,202,293

Up $1,288,839 (+5.4%) from 2018

Net Assets

Up

$25,202,293

Up $1,288,839 (+5.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$2,082,694

Up $58,482 (+2.9%) from 2018

Expenses

Up

$964,307

Up $47,754 (+5.2%) from 2018

Net Income

Up

$1,118,387

Up $10,728 (+1.0%) from 2018

Historical Trend

Balance Sheet Trend

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

$100M$50M$0Assets 2011: $103,088Liabilities 2011: $0Net Assets 2011: $103,0882011Assets 2012: $151,766Liabilities 2012: $0Net Assets 2012: $151,7662012Assets 2014: $676,766Liabilities 2014: $0Net Assets 2014: $676,7662014Assets 2015: $176,766Liabilities 2015: $0Net Assets 2015: $176,7662015Assets 2016: $18,996,304Liabilities 2016: $2,133Net Assets 2016: $18,994,1712016Assets 2017: $22,382,182Liabilities 2017: $0Net Assets 2017: $22,382,1822017Assets 2018: $23,913,454Liabilities 2018: $0Net Assets 2018: $23,913,4542018Assets 2019: $25,202,293Liabilities 2019: $0Net Assets 2019: $25,202,2932019Assets 2020: $25,602,980Liabilities 2020: $0Net Assets 2020: $25,602,9802020Assets 2021: $86,968,937Liabilities 2021: $5,966Net Assets 2021: $86,962,9712021Assets 2022: $76,088,728Liabilities 2022: $0Net Assets 2022: $76,088,7282022Assets 2023: $80,382,018Liabilities 2023: $0Net Assets 2023: $80,382,0182023Assets 2024: $88,769,781Liabilities 2024: $0Net Assets 2024: $88,769,7812024Assets 2025: $98,003,542Liabilities 2025: $0Net Assets 2025: $98,003,5422025

Highlighted filing

2019

Assets$25,202,293
Liabilities$0
Net Assets$25,202,293

Operations Trend

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

$60M$40M$20M$0-$20MRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Revenue 2012: $48,678Expenses 2012: $0Net Income 2012: $48,6782012Revenue 2014: $347Expenses 2014: $2,000,347Net Income 2014: -$2,000,0002014Revenue 2015: $0Expenses 2015: $500,000Net Income 2015: -$500,0002015Revenue 2016: $13,070,999Expenses 2016: $2,997,555Net Income 2016: $10,073,4442016Revenue 2017: $2,957,695Expenses 2017: $1,030,427Net Income 2017: $1,927,2682017Revenue 2018: $2,024,212Expenses 2018: $916,553Net Income 2018: $1,107,6592018Revenue 2019: $2,082,694Expenses 2019: $964,307Net Income 2019: $1,118,3872019Revenue 2020: $5,617,192Expenses 2020: $1,018,301Net Income 2020: $4,598,8912020Revenue 2021: $55,897,849Expenses 2021: $1,080,595Net Income 2021: $54,817,2542021Revenue 2022: $4,099,144Expenses 2022: $1,237,517Net Income 2022: $2,861,6272022Revenue 2023: $2,013,881Expenses 2023: $3,800,349Net Income 2023: -$1,786,4682023Revenue 2024: $2,126,668Expenses 2024: $2,134,745Net Income 2024: -$8,0772024Revenue 2025: $4,146,431Expenses 2025: $3,800,592Net Income 2025: $345,8392025

Highlighted filing

2019

Revenue$2,082,694
Expenses$964,307
Net Income$1,118,387
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 19, 2019
Return Version
2018v3.1
Gross Receipts
$9,286,482
Mission and Program Overview

Mission

Colorado symphony fund's primary purpose is to support the colorado symphony association organization engaged in the performance of symphonic concerts in the denver metropolitan and surrounding tri-state areas.

Raise, hold, and distribute funds for the operating needs of colorado symphony association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$22,266,911$24,229,838▲ $1,962,927
Pledges and Grants Receivable$797,788$225,352▼ $572,436
Savings and Temporary Cash Investments$59,217$123,100▲ $63,883
Accounts Receivable$192,196$12,196▼ $180,000
Total Assets$23,913,454$25,202,293▲ $1,288,839
Other Assets Total$597,342$611,807▲ $14,465
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$23,612,854$24,721,693▲ $1,108,839
Unrestricted Net Assets$300,600$480,600▲ $180,000
Total Net Assets Fund Balance$23,913,454$25,202,293▲ $1,288,839
Total Liabilities and Net Assets / Fund Balance$23,913,454$25,202,293▲ $1,288,839

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$23,909,054$1,181,889▲ $1,006,761-$25,199,796
2017$22,375,884$1,185,373▲ $1,201,174-$23,909,054
2016$18,815,970$2,516,382▲ $1,848,863-$22,375,884
2015$176,766$18,800,549▼ $112,681-$18,815,970
2014$676,766-▲ $48-$176,766
Compensation and Service Providers

Board Members and Trustees

NameTitle
Steve BrettChairman
Gregg KvistadTrustee
Jerome KernTrustee
Suzanne RyanTrustee
William WallaceTrustee
Norman WilsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,181,889
Program Service Revenue
$0
Investment Income
$900,805
Other Revenue
$0
All Other Contributions
$1,181,889
Change in Net Assets
$1,118,387

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,018,195
Revenue Not Reported on Financial Statements
$64,499
Revenue Not Reported on Form 990
$170,452
Total Revenue per Audited Statements
$2,188,647
Total Revenue per Form 990
$2,082,694
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$899,808
Other Expenses$64,499
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$899,808--$899,808
Fees for Service Investment Mgmnt Fees-$64,499-$64,499
Total Functional Expenses$899,808$64,499$0$964,307

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$964,307
Expenses per Audited Statements$899,808
Total Expenses per Audited Statements$899,808
Expenses Not Reported on Financial Statements$64,499
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Colorado Symphony AssociationDenver, CO501(c)(3)General Support$899,808
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
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

The board of directors shall consist of five to seven directors, all of whom (and the number of directors within the range of five to seven), shall be appointed by the board of trustees of the colorado symphony association (csa), a related tax-exempt organization.

Form 990, Part VI, Section A, Line 8B

The organization does not have any committees with the authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

The form 990 is reviewed by the treasurer of the board prior to filing with the irs.

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

The symphony fund (sf) has a conflict of interest policy covering officers, directors, committee members, and certain consultants (if appropriate). Each responsible person must annually complete a disclosure form identifying any relationships, positions, or circumstances that could contribute to a potential conflict of interest. The disclosure form must be submitted to the board of trustees. The board of trustees is responsible for reviewing potential conflicts of interest and handling what it determines to be actual conflicts of interest. If the board of trustees or responsible person becomes aware that sf is about to enter into or make any decision involving a conflicting interest transaction with the responsible person, a family member, a friend, or a related entity, the responsible person must: 1) immediately inform those charged with approving the transaction on behalf of sf of the conflict of interest 2) aid the persons charged with making the decision by disclosing to such person(s) any material facts that bear on the advisability of the transaction from the standpoint of sf and 3) not participate in the deliberation or vote on the decision to enter into such transaction, and not attempt to exert his or her influence with respect to the matter, either at or outside the meeting.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available upon request, via mail, email, or in person at its office.

Filing and Contact Details

Filer

Filer Name
The Symphony Fund
EIN
26-0138249
Phone
3036237876
Address
1000 14TH STREET NO 15, DENVER, CO 80202

Signing Officer

Name
Norman Wilson
Title
Treasurer
Phone
3036237876
Signed
2019-12-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Brett
Formed
2006
Legal Domicile
Co
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
7

Preparer

Firm
Eide Bailly Llp
Address
7001 E BELLEVIEW AVE STE 700, DENVER, CO 80237
Preparer
Kyle Fritch CPA
Phone
3037705700
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

The endowment funds provide supporting distributions (if applicable) to the colorado symphony association, a related tax-exempt organization, for program services and other operations.

PART X, LINE 2:

The symphony fund is organized as a colorado nonprofit corporation and has been recognized by the internal revenue service (irs) as exempt from federal income taxes under section 501(a) of the internal revenue code as an organization described in section 501(c)(3), qualify for the charitable contribution deduction under section 170(b)(1)(a)(viii), and has been determined not to be private foundation under section 509(a)(3). The fund is annually required to file a return of organization exempt from income tax (form 990) with the irs. In addition, the organization is subject to income tax on net income that is derived from business activities that are unrelated to its exempt purposes. The fund has determined it is not subject to unrelated business income tax and has not filed an exempt organization business income tax return (form 990-t) with the irs.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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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/BoardDesignatedBalanceEOYPct00.01960
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt023909054
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01181889
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt025199796
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0897908
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01006761
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt022375884
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01185373
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt023909054
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0853377
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01201174
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt018815970
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02516382
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt022375884
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0805331
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01848863
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0176766
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt018800549
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt018815970
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt048664
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-112681
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0676766
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0176766
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0500048
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt048
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt064499
IRS990ScheduleD/ExpensesSubtotalAmt0899808
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt064499
IRS990ScheduleD/InvestmentExpensesNotIncldAmt064499
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0170452
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.98040
IRS990ScheduleD/RevenueNotReportedAmt0170452
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt064499
IRS990ScheduleD/RevenueSubtotalAmt02018195
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS PROVIDE SUPPORTING DISTRIBUTIONS (IF APPLICABLE) TO THE COLORADO SYMPHONY ASSOCIATION, A RELATED TAX-EXEMPT ORGANIZATION, FOR PROGRAM SERVICES AND OTHER OPERATIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE SYMPHONY FUND IS ORGANIZED AS A COLORADO NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3), QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VIII), AND HAS BEEN DETERMINED NOT TO BE PRIVATE FOUNDATION UNDER SECTION 509(A)(3). THE FUND IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ORGANIZATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSES. THE FUND HAS DETERMINED IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0964307
IRS990ScheduleD/TotalRevenuePerForm990Amt02082694
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02188647
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0899808
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0899808
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COLORADO SYMPHONY ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientEIN0840511458
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01000 14TH STREET 15
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DENVER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd080202
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FUNDS ARE DISTRIBUTED DIRECTLY FROM THE SUPPORTING ORGANIZATION TO THE SUPPORTED ORGANIZATION AND DUE TO THE RELATIONSHIP OF THE ORGANIZATIONS, NO FURTHER MONITORING IS NECESSARY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0140000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0209419
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt013977
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt0400
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JEROME KERN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0363796
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE SYMPHONY FUND RELIED ON A RELATED ORGANIZATION THAT USED ONE OR MORE OF THESE METHODS TO ESTABLISH THE COMPENSATION OF OFFICERS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS SHALL CONSIST OF FIVE TO SEVEN DIRECTORS, ALL OF WHOM (AND THE NUMBER OF DIRECTORS WITHIN THE RANGE OF FIVE TO SEVEN), SHALL BE APPOINTED BY THE BOARD OF TRUSTEES OF THE COLORADO SYMPHONY ASSOCIATION (CSA), A RELATED TAX-EXEMPT ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE TREASURER OF THE BOARD PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SYMPHONY FUND (SF) HAS A CONFLICT OF INTEREST POLICY COVERING OFFICERS, DIRECTORS, COMMITTEE MEMBERS, AND CERTAIN CONSULTANTS (IF APPROPRIATE). EACH RESPONSIBLE PERSON MUST ANNUALLY COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES THAT COULD CONTRIBUTE TO A POTENTIAL CONFLICT OF INTEREST. THE DISCLOSURE FORM MUST BE SUBMITTED TO THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES IS RESPONSIBLE FOR REVIEWING POTENTIAL CONFLICTS OF INTEREST AND HANDLING WHAT IT DETERMINES TO BE ACTUAL CONFLICTS OF INTEREST. IF THE BOARD OF TRUSTEES OR RESPONSIBLE PERSON BECOMES AWARE THAT SF IS ABOUT TO ENTER INTO OR MAKE ANY DECISION INVOLVING A CONFLICTING INTEREST TRANSACTION WITH THE RESPONSIBLE PERSON, A FAMILY MEMBER, A FRIEND, OR A RELATED ENTITY, THE RESPONSIBLE PERSON MUST: 1) IMMEDIATELY INFORM THOSE CHARGED WITH APPROVING THE TRANSACTION ON BEHALF OF SF OF THE CONFLICT OF INTEREST 2) AID THE PERSONS CHARGED WITH MAKING THE DECISION BY DISCLOSING TO SUCH PERSON(S) ANY MATERIAL FACTS THAT BEAR ON THE ADVISABILITY OF THE TRANSACTION FROM THE STANDPOINT OF SF AND 3) NOT PARTICIPATE IN THE DELIBERATION OR VOTE ON THE DECISION TO ENTER INTO SUCH TRANSACTION, AND NOT ATTEMPT TO EXERT HIS OR HER INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST, VIA MAIL, EMAIL, OR IN PERSON AT ITS OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0COLORADO SYMPHONY ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0840511458
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PERFORMANCE OF SYMPHONIC CONCERTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01000 14TH STREET 15
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DENVER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd080202
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CO
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt023913454
IRS990/TotalAssetsEOYAmt025202293
IRS990/TotalAssetsGrp/BOYAmt023913454
IRS990/TotalAssetsGrp/EOYAmt025202293
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt01181889
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt064499
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0899808
IRS990/TotalFunctionalExpensesGrp/TotalAmt0964307
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt023913454
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt025202293
IRS990/TotalOtherCompensationAmt013977

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$98.0$0.00$98.0$4.15$3.80$0.35
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$88.8$0.00$88.8$2.13$2.13$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.4$0.00$80.4$2.01$3.80$1.79
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.1$0.00$76.1$4.10$1.24$2.86
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$87.0$0.01$87.0$55.9$1.08$54.8
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.6$0.00$25.6$5.62$1.02$4.60
2019Detailed filing. Detailed filing data is available for this year.$25.2$0.00$25.2$2.08$0.96$1.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.9$0.00$23.9$2.02$0.92$1.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.4$0.00$22.4$2.96$1.03$1.93
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$0.00$19.0$13.1$3.00$10.1
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.00$0.50$0.50
2014Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.00$2.00$2.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$0.05$0.00$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.00$0.10$0.00$0.00$0.00