Civic Intelligence

Rockford Symphony Orchestra

EIN 26-1180940 • 501(c)3 • Rockford, IL

Profile

Organization to build a permanent endowment for the benefit of the rockford symphony orchestra and its programs.

711 North Main StreetRockford, IL 61103-6982
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

94th percentile

68%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

62nd percentile

8.4%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

93rd percentile

104%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$2,767,948

Up $186,914 (+7.2%) from 2024

Liabilities

Down

$0

Down $16,258 (-100%) from 2024

Net Assets

Up

$2,767,948

Up $203,172 (+7.9%) from 2024

Operations
Liabilities / Revenue19th percentileNet Margin94th percentile

Revenue

Up

$387,267

Up $243,950 (+170%) from 2024

Expenses

Up

$123,561

Up $2,452 (+2.0%) from 2024

Net Income

Up

$263,706

Up $241,498 (+1087%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2015: $1,924,301Liabilities 2015: $0Net Assets 2015: $1,924,3012015Assets 2016: $1,911,151Liabilities 2016: $0Net Assets 2016: $1,911,1512016Assets 2017: $2,240,318Liabilities 2017: $0Net Assets 2017: $2,240,3182017Assets 2018: $2,308,850Liabilities 2018: $0Net Assets 2018: $2,308,8502018Assets 2019: $2,271,298Liabilities 2019: $0Net Assets 2019: $2,271,2982019Assets 2020: $2,160,974Liabilities 2020: $0Net Assets 2020: $2,160,9742020Assets 2021: $2,571,465Liabilities 2021: $0Net Assets 2021: $2,571,4652021Assets 2022: $2,247,251Liabilities 2022: $0Net Assets 2022: $2,247,2512022Assets 2023: $2,356,956Liabilities 2023: $0Net Assets 2023: $2,356,9562023Assets 2024: $2,581,034Liabilities 2024: $16,258Net Assets 2024: $2,564,7762024Assets 2025: $2,767,948Liabilities 2025: $0Net Assets 2025: $2,767,9482025

Highlighted filing

2025

Assets$2,767,948
Liabilities$0
Net Assets$2,767,948
Open 2025 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2015: $102,728Expenses 2015: $78,167Net Income 2015: $24,5612015Revenue 2016: $115,014Expenses 2016: $87,818Net Income 2016: $27,1962016Revenue 2017: $311,299Expenses 2017: $95,569Net Income 2017: $215,7302017Revenue 2018: $130,920Expenses 2018: $101,489Net Income 2018: $29,4312018Revenue 2019: $105,095Expenses 2019: $105,639Net Income 2019: -$5442019Revenue 2020: $93,225Expenses 2020: $110,644Net Income 2020: -$17,4192020Revenue 2021: $174,604Expenses 2021: $213,995Net Income 2021: -$39,3912021Revenue 2022: $236,249Expenses 2022: $115,933Net Income 2022: $120,3162022Revenue 2023: $93,274Expenses 2023: $117,622Net Income 2023: -$24,3482023Revenue 2024: $143,317Expenses 2024: $121,109Net Income 2024: $22,2082024Revenue 2025: $387,267Expenses 2025: $123,561Net Income 2025: $263,7062025

Highlighted filing

2025

Revenue$387,267
Expenses$123,561
Net Income$263,706
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,767,948
Liabilities
$0
Net assets
$2,767,948
Revenue
$387,267
Expenses
$123,561
Net income
$263,706
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.39$0.12$0.26
2024Detailed filing. Detailed filing data is available for this year.$2.58$0.02$2.56$0.14$0.12$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.09$0.12$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.24$0.12$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.17$0.21$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.09$0.11$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.11$0.11$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.13$0.10$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.31$0.10$0.22
2016Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.12$0.09$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.10$0.08$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 7, 2026
Return Version
2024v5.0
Gross Receipts
$1,497,574
Mission and Program Overview

Mission

Organization to build a permanent endowment for the benefit of the rockford symphony orchestra and its programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,556,302$2,765,228▲ $208,926
Cash and Non-Interest-Bearing Accounts$23,909$1,897▼ $22,012
Prepaid Expenses and Deferred Charges$823$823→ $0
Total Assets$2,581,034$2,767,948▲ $186,914
Liabilities
Other Liabilities$16,258--
Total Liabilities$16,258$0▼ $16,258
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,893,915$1,893,915→ $0
Net Assets Without Donor Restrictions$670,861$874,033▲ $203,172
Total Net Assets Fund Balance$2,564,776$2,767,948▲ $203,172
Total Liabilities and Net Assets / Fund Balance$2,581,034$2,767,948▲ $186,914

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,556,302$31,038▲ $295,696$98,106$2,765,228
2023$2,350,778$68,037▲ $260,893$105,061$2,556,302
2022$2,240,983$23,000▲ $204,327$100,362$2,350,778
2021$2,568,059$124,331▼ $332,612$100,000$2,240,983
2020$2,137,245$14,000▲ $610,486$176,254$2,568,059
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
William KoblerPresident
Chris KovarikDirector
Mindy YoungDirector
Marcia MuellerSecretary/tr
David WhitehouseVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$31,038
Program Service Revenue
$0
Investment Income
$356,229
Other Revenue
$0
All Other Contributions
$31,038
Change in Net Assets
$263,706

Audited Revenue Reconciliation

Revenue per Audited Statements
$387,267
Revenue Not Reported on Form 990
$-60,534
Total Revenue per Audited Statements
$326,733
Total Revenue per Form 990
$387,267
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$96,106
Other Expenses$27,455
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$96,106--$96,106
Fees for Service Investment Mgmnt Fees-$19,702-$19,702
Fees for Services Accounting-$6,641-$6,641
Insurance-$1,097-$1,097
Fees for Services Legal-$15-$15
Total Functional Expenses$96,106$27,455$0$123,561

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$123,561
Total Expenses per Audited Statements$123,561
Total Expenses per Form 990$123,561
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rockford Symphony OrchestraRockford, IL501c3Support$96,106
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
Yes
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

“The board of trustees reviews the form 990 and approves it prior to filing the return.”

Form 990, Page 6, Part VI, Line 12C

“The foundation requires disclosre of conflicts of interest from trustees annually.”

Form 990, Page 6, Part VI, Line 15A

“The foudnation has no compensated employees”

Form 990, Page 6, Part VI, Line 15B

“The organization has no compensated employees.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Rockford Symphony Orchestra
EIN
26-1180940
Phone
8159650049
Address
711 NORTH MAIN STREET, ROCKFORD, IL 61103-6982

Signing Officer

Name
William Kobler
Title
President
Phone
8159650049
Signed
2026-01-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Kobler
Formed
2007
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Abendroth Acctg & Tax Services Inc
Address
7060 CENTENNIAL DRIVE SUITE 105, TINLEY PARK, IL 60477-1699
Preparer
Danielle N Abendroth
Phone
7088644071
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The foundation administers a permanent endowment fund for the benefit of the rockford symphony orchestras and its programs.”

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION ADMINISTERS A PERMANENT ENDOWMENT FUND FOR THE BENEFIT OF THE ROCKFORD SYMPHONY ORCHESTRAS AND ITS PROGRAMS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF TRUSTEES REVIEWS THE FORM 990 AND APPROVES IT PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION REQUIRES DISCLOSRE OF CONFLICTS OF INTEREST FROM TRUSTEES ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUDNATION HAS NO COMPENSATED EMPLOYEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS NO COMPENSATED EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM KOBLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08159650049
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROCKFORD SYMPHONY ORCHESTRA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ABENDROTH ACCTG & TAX SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07060 CENTENNIAL DRIVE SUITE 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TINLEY PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0604771699
ReturnHeader/PreparerPersonGrp/PhoneNum07088644071
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIELLE N ABENDROTH
ReturnHeader/ReturnTs02026-01-26T15:18:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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