Civic Intelligence

Symphony of Trees Inc.

990EZ • Fiscal year 2023 • EIN 26-3454152

Apr 01, 2022 to Mar 31, 2023 • Filed on Jul 16, 2023

PO Box 14Napoleon, OH 43545

(419) 599-1200

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

65th percentile

12%

Higher net margin than 65% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

69th percentile

16%

Faster asset growth than 69% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

58th percentile

12%

Faster revenue growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$120,593

Up $16,185 (+16%) from 2022

Net Assets

Up

$120,593

Up $16,185 (+16%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$132,929

Up $13,785 (+12%) from 2022

Expenses

Up

$116,744

Up $31,941 (+38%) from 2022

Net Income

Down

$16,185

Down $18,156 (-53%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $54,259Liabilities 2011: $0Net Assets 2011: $54,2592011Assets 2012: $9,501Net Assets 2012: $9,5012012Assets 2013: $9,590Net Assets 2013: $9,5902013Assets 2014: $10,569Net Assets 2014: $10,5692014Assets 2015: $89,518Net Assets 2015: $89,5182015Assets 2016: $77,262Net Assets 2016: $77,2622016Assets 2017: $77,829Net Assets 2017: $77,8292017Assets 2018: $84,494Liabilities 2018: $350Net Assets 2018: $84,1442018Assets 2019: $86,250Net Assets 2019: $86,2502019Assets 2020: $16,415Net Assets 2020: $16,4152020Assets 2021: $70,067Net Assets 2021: $70,0672021Assets 2022: $104,408Net Assets 2022: $104,4082022Assets 2023: $120,593Net Assets 2023: $120,5932023Assets 2024: $115,897Net Assets 2024: $115,8972024Assets 2025: $127,011Net Assets 2025: $127,0112025

Highlighted filing

2023

Assets$120,593
Liabilities-
Net Assets$120,593

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $102,290Expenses 2011: $48,031Net Income 2011: $54,2592011Revenue 2012: $113,114Expenses 2012: $113,168Net Income 2012: -$542012Revenue 2013: $118,246Expenses 2013: $118,157Net Income 2013: $892013Revenue 2014: $111,769Expenses 2014: $110,791Net Income 2014: $9782014Revenue 2015: $125,794Expenses 2015: $46,845Net Income 2015: $78,9492015Revenue 2016: $117,486Expenses 2016: $129,741Net Income 2016: -$12,2552016Revenue 2017: $119,455Expenses 2017: $118,888Net Income 2017: $5672017Revenue 2018: $119,588Expenses 2018: $113,274Net Income 2018: $6,3142018Revenue 2019: $118,045Expenses 2019: $115,939Net Income 2019: $2,1062019Revenue 2020: $147,596Expenses 2020: $217,431Net Income 2020: -$69,8352020Revenue 2021: $57,827Expenses 2021: $4,175Net Income 2021: $53,6522021Revenue 2022: $119,144Expenses 2022: $84,803Net Income 2022: $34,3412022Revenue 2023: $132,929Expenses 2023: $116,744Net Income 2023: $16,1852023Revenue 2024: $132,491Expenses 2024: $137,187Net Income 2024: -$4,6962024Revenue 2025: $136,078Expenses 2025: $124,964Net Income 2025: $11,1142025

Highlighted filing

2023

Revenue$132,929
Expenses$116,744
Net Income$16,185
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Jul 16, 2023
Return Version
2022v5.0
Gross Receipts
$132,929
Mission and Program Overview

Mission

To raise funds for local charities that benefit the welfare of families and children within the community.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION HAS RAISED GRANTS FOR THE EQUAL BENEFIT OF THREE LOCAL ORGANIZATIONS LOCATED IN HENRY COUNTY, OHIO. EACH ORGANIZATION IN RECEIPT OF THE FUNDS RAISED HAS THEIR OWN MISSION AND ACCOMPLISHMENTS THAT FITS THE ORGANIZATION'S MISSION. THE ORGANIZATION'S ABILITY TO RAISE THESE FUNDS IS MADE POSSIBLE THROUGH AN ANNUAL FUNDRAISING EVENT DURING THE FIRST WEEK OF NOVEMBER EACH YEAR. THE ORGANIZATION ESTIMATES NEXT YEAR'S FUNDRAISING EFFORTS TO BE SIMILAR TO THE CURRENT FISCAL YEAR.$84,000$116,744
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICKI COCHRANFirst Vice C-$0--
SHELLEY MILLERTreasurer-$0--
DENISE MCCOLLEYSecretary-$0--
PAM THOMPSONImmediate Pa-$0--
KATIE MEYERSSymphony CHA-$0--
Filing and Contact Details

Filer

Filer Name
Symphony of Trees Inc
EIN
26-3454152
Phone
4195991200
Address
PO BOX 14, NAPOLEON, OH 43545

Signing Officer

Name
Shelley Miller
Title
Treasurer
Phone
4195991200
Signed
2023-07-16
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: center for child & family advocacy address: 219 east washington napoleon, oh 43545 cash contribution: 28,000 name: court appointed special advocates address: po box 343 napoleon, oh 43545 cash contribution: 28,000 name: henry county hospital address: 1600 east riverview napoleon, oh 43545 cash contribution: 28,000

Form 990-ez, Part I, Line 16

Expenses meetings 32,744 total 32,744

Form 990-ez, Part III

To raise funds for local charities that benefit the welfare of families and children within the community.

Form 990-ez, Part III, Line 28

The organization has raised grants for the equal benefit of three local organizations located in henry county, ohio. Each organization in receipt of the funds raised has their own mission and accomplishments that fits the organization's mission. The organization's ability to raise these funds is made possible through an annual fundraising event during the first week of november each year. The organization estimates next year's fundraising efforts to be similar to the current fiscal year.

Raw XML Appendix124 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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IRS990EZ/BooksInCareOfDetail/PersonNm0SHELLEY MILLER
IRS990EZ/BooksInCareOfDetail/PhoneNum06144757560
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01360 SEDWARD AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NAPOLEON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043545
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0104408
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt084000
IRS990EZ/GrossReceiptsAmt0132929
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0104408
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0120593
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NICKI COCHRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHELLEY MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DENISE MCCOLLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAM THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATIE MEYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FIRST VICE C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3IMMEDIATE PA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SYMPHONY CHA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032744
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS FOR LOCAL CHARITIES THAT BENEFIT THE WELFARE OF FAMILIES AND CHILDREN WITHIN THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION HAS RAISED GRANTS FOR THE EQUAL BENEFIT OF THREE LOCAL ORGANIZATIONS LOCATED IN HENRY COUNTY, OHIO. EACH ORGANIZATION IN RECEIPT OF THE FUNDS RAISED HAS THEIR OWN MISSION AND ACCOMPLISHMENTS THAT FITS THE ORGANIZATION'S MISSION. THE ORGANIZATION'S ABILITY TO RAISE THESE FUNDS IS MADE POSSIBLE THROUGH AN ANNUAL FUNDRAISING EVENT DURING THE FIRST WEEK OF NOVEMBER EACH YEAR. THE ORGANIZATION ESTIMATES NEXT YEAR'S FUNDRAISING EFFORTS TO BE SIMILAR TO THE CURRENT FISCAL YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt084000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0116744
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0116744
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IRS990EZ/TotalRevenueAmt0132929
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SYMPHONYOFTREES.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0132929
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0119144
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt057827
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0147596
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0132929
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0575541
IRS990ScheduleA/TotalSupportAmt0575541
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: CENTER FOR CHILD & FAMILY ADVOCACY ADDRESS: 219 EAST WASHINGTON NAPOLEON, OH 43545 CASH CONTRIBUTION: 28,000 NAME: COURT APPOINTED SPECIAL ADVOCATES ADDRESS: PO BOX 343 NAPOLEON, OH 43545 CASH CONTRIBUTION: 28,000 NAME: HENRY COUNTY HOSPITAL ADDRESS: 1600 EAST RIVERVIEW NAPOLEON, OH 43545 CASH CONTRIBUTION: 28,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MEETINGS 32,744 TOTAL 32,744
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO RAISE FUNDS FOR LOCAL CHARITIES THAT BENEFIT THE WELFARE OF FAMILIES AND CHILDREN WITHIN THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS RAISED GRANTS FOR THE EQUAL BENEFIT OF THREE LOCAL ORGANIZATIONS LOCATED IN HENRY COUNTY, OHIO. EACH ORGANIZATION IN RECEIPT OF THE FUNDS RAISED HAS THEIR OWN MISSION AND ACCOMPLISHMENTS THAT FITS THE ORGANIZATION'S MISSION. THE ORGANIZATION'S ABILITY TO RAISE THESE FUNDS IS MADE POSSIBLE THROUGH AN ANNUAL FUNDRAISING EVENT DURING THE FIRST WEEK OF NOVEMBER EACH YEAR. THE ORGANIZATION ESTIMATES NEXT YEAR'S FUNDRAISING EFFORTS TO BE SIMILAR TO THE CURRENT FISCAL YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLEY MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04195991200
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SYMPHONY OF TREES INC
ReturnHeader/Filer/BusinessNameControlTxt0SYMP
ReturnHeader/Filer/EIN0263454152
ReturnHeader/Filer/PhoneNum04195991200
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 14
ReturnHeader/Filer/USAddress/CityNm0NAPOLEON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043545
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/ReturnTs02023-07-20T14:02:36-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHELLEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MILLER
ReturnHeader/TaxPeriodBeginDt02022-04-01
ReturnHeader/TaxPeriodEndDt02023-03-31
ReturnHeader/TaxYr02022

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.$1.27$1.27$1.36$1.25$0.11
2024Detailed filing. Detailed filing data is available for this year.$1.16$1.16$1.32$1.37$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.21$1.21$1.33$1.17$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.04$1.04$1.19$0.85$0.34
2021Detailed filing. Detailed filing data is available for this year.$0.70$0.70$0.58$0.04$0.54
2020Detailed filing. Detailed filing data is available for this year.$0.16$0.16$1.48$2.17$0.70
2019Detailed filing. Detailed filing data is available for this year.$0.86$0.86$1.18$1.16$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$1.20$1.13$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.78$0.78$1.19$1.19$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.77$0.77$1.17$1.30$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.90$1.26$0.47$0.79
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.11$1.12$1.11$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.10$1.18$1.18$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.10$1.13$1.13$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.00$0.54$1.02$0.48$0.54