Civic Intelligence

Colorado Symphony Fund

990 • Fiscal year 2023 • EIN 26-0138249

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 18, 2024

1000 14th Street 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.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

3rd percentile

0.00x

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

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

4th percentile

-89%

Higher net margin than 4% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

53rd percentile

$375,000

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 18.6% of source-year revenue.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

48th percentile

5.6%

Faster asset growth than 48% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-51%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Assets

Up

$80,382,018

Up $4,293,290 (+5.6%) from 2022

Net Assets

Up

$80,382,018

Up $4,293,290 (+5.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$2,013,881

Down $2,085,263 (-51%) from 2022

Expenses

Up

$3,800,349

Up $2,562,832 (+207%) from 2022

Net Income

Down

-$1,786,468

Down $4,648,095 (-162%) from 2022

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

2023

Assets$80,382,018
Liabilities$0
Net Assets$80,382,018

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

2023

Revenue$2,013,881
Expenses$3,800,349
Net Income-$1,786,468
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 18, 2024
Return Version
2022v5.0
Gross Receipts
$20,606,932
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$75,433,123$79,707,043▲ $4,273,920
Savings and Temporary Cash Investments$600$600→ $0
Total Assets$76,088,728$80,382,018▲ $4,293,290
Other Assets Total$655,005$674,375▲ $19,370
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$76,088,128$80,381,418▲ $4,293,290
Net Assets Without Donor Restrictions$600$600→ $0
Total Net Assets Fund Balance$76,088,728$80,382,018▲ $4,293,290
Total Liabilities and Net Assets / Fund Balance$76,088,728$80,382,018▲ $4,293,290

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$76,088,128$10,053▲ $8,005,542-$80,381,418
2021$86,962,371$16,154▼ $9,744,555-$76,088,128
2020$25,602,380$54,985,393▲ $7,414,691-$86,962,371
2019$25,199,796$869,470▲ $501,860-$25,602,380
2018$23,909,054$1,181,889▲ $1,006,761-$25,199,796
Compensation and Service Providers

Board Members and Trustees

NameTitle
Steve BrettChairman
James ButlerTrustee
Suzanne RyanTrustee
William WallaceTrustee
Jerome KernTRUSTEE (THROUGH AUG. '22)
Kip WallenSecretary
Norman WilsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,053
Program Service Revenue
$0
Investment Income
$2,003,828
Other Revenue
$0
All Other Contributions
$10,053
Change in Net Assets
$-1,786,468

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,935,837
Revenue Not Reported on Financial Statements
$78,044
Revenue Not Reported on Form 990
$6,079,758
Total Revenue per Audited Statements
$8,015,595
Total Revenue per Form 990
$2,013,881
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,722,305
Other Expenses$78,044
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,722,305--$3,722,305
Fees for Service Investment Mgmnt Fees-$78,044-$78,044
Total Functional Expenses$3,722,305$78,044$0$3,800,349

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,800,349
Expenses per Audited Statements$3,722,305
Total Expenses per Audited Statements$3,722,305
Expenses Not Reported on Financial Statements$78,044
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Colorado Symphony AssociationDenver, CO501(c)(3)General Support$3,722,305
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 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
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, and that number shall be determined by the board of directors of the corporation. A majority of the directors shall be determined and appointed by the board of trustees of the colorado symphony association, a related tax-exempt organization (the "appointed directors"). The remaining directors (though always less than a majority of the directors) shall be elected by the board of directors of the corporation (the "elected directors").

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

Colorado symphony fund (csf) 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 csf 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 csf 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 csf 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
Colorado Symphony Fund
EIN
26-0138249
Phone
3036237876
Address
1000 14TH STREET 15, DENVER, CO 80202

Signing Officer

Name
Norman Wilson
Title
Treasurer
Phone
3036237876
Signed
2024-03-18
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
2950 E HARMONY RD STE 290, FORT COLLINS, CO 80528-3429
Preparer
Kyle Fritch CPA
Phone
9702238825
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in value of beneficial interest in perpetual trusts 19,370.

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 fund believes that it has appropriate support for any tax position taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the consolidated financial statements. The fund would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in beneficial interest in perpetual trusts 19,370.

Raw XML AppendixShowing 400 of 478 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.

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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0840511458
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03722305
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0COLORADO SYMPHONY ASSOCIATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt03722305
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/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt076088128
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt010053
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt080381418
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt03722305
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt08005542
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt086962371
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt016154
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt076088128
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01145842
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-9744555
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt025602380
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt054985393
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt086962371
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01040093
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07414691
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt025199796
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0869470
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt025602380
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0968746
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0501860
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt023909054
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01181889
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt025199796
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0897908
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01006761
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt078044
IRS990ScheduleD/ExpensesSubtotalAmt03722305
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt078044
IRS990ScheduleD/InvestmentExpensesNotIncldAmt078044
IRS990ScheduleD/NetUnrealizedGainsInvstAmt06060388
IRS990ScheduleD/OtherRevenueAmt019370
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt06079758
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt078044
IRS990ScheduleD/RevenueSubtotalAmt01935837
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 FUND BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE FUND WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 19,370.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt03800349
IRS990ScheduleD/TotalRevenuePerForm990Amt02013881
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08015595
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03722305
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt03722305
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
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/BonusRelatedOrganizationsAmt0375000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JEROME KERN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE (THROUGH AUG. '22)
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0375000
IRS990ScheduleJ/SeverancePaymentInd01
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0COLORADO SYMPHONY FUND RELIED ON A RELATED ORGANIZATION THAT USED ONE OR MORE OF THESE METHODS TO ESTABLISH THE COMPENSATION OF OFFICERS.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1FORMER CEO/CO-CHAIRMAN OF THE COLORADO SYMPHONY ASSOCIATION, A RELATED TAX-EXEMPT ORGANIZATION, RECEIVED A SEVERANCE PAYMENT OF $375,000.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 4A
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS SHALL CONSIST OF FIVE TO SEVEN DIRECTORS, AND THAT NUMBER SHALL BE DETERMINED BY THE BOARD OF DIRECTORS OF THE CORPORATION. A MAJORITY OF THE DIRECTORS SHALL BE DETERMINED AND APPOINTED BY THE BOARD OF TRUSTEES OF THE COLORADO SYMPHONY ASSOCIATION, A RELATED TAX-EXEMPT ORGANIZATION (THE "APPOINTED DIRECTORS"). THE REMAINING DIRECTORS (THOUGH ALWAYS LESS THAN A MAJORITY OF THE DIRECTORS) SHALL BE ELECTED BY THE BOARD OF DIRECTORS OF THE CORPORATION (THE "ELECTED DIRECTORS").
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/ExplanationTxt3COLORADO SYMPHONY FUND (CSF) 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 CSF 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 CSF 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 CSF 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/ExplanationTxt5CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 19,370.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
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

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
2023Detailed filing. Detailed filing data is available for this year.$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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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