Civic Intelligence

Lees Summit Symphony Orchestra

990 • Fiscal year 2017 • EIN 27-0055476

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 15, 2017

PO Box 352Lees Summit, MO 64063

(816) 401-5251

Siviq Scores

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

Liabilities / Assets

80th percentile

0.13x

Higher debt load relative to assets than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

77th percentile

0.05x

Higher debt load relative to revenue than 77% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

50th percentile

3.2%

Higher net margin than 50% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$18,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

32nd percentile

-7.3%

Faster asset growth than 32% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

62nd percentile

9.6%

Faster revenue growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$54,727

Down $4,324 (-7.3%) from 2016

Net Assets

Up

$47,447

Up $4,742 (+11%) from 2016

Liabilities

Down

$7,280

Down $9,066 (-55%) from 2016

Revenue

Up

$146,694

Up $12,848 (+9.6%) from 2016

Expenses

Up

$141,952

Up $12,843 (+9.9%) from 2016

Net Income

Up

$4,742

Up $5 (+0.1%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $67,149Liabilities 2012: $1,632Net Assets 2012: $65,5172012Assets 2013: $78,298Liabilities 2013: $5,726Net Assets 2013: $72,5722013Assets 2014: $79,058Liabilities 2014: $10,743Net Assets 2014: $68,3152014Assets 2015: $52,399Liabilities 2015: $14,431Net Assets 2015: $37,9682015Assets 2016: $59,051Liabilities 2016: $16,346Net Assets 2016: $42,7052016Assets 2017: $54,727Liabilities 2017: $7,280Net Assets 2017: $47,4472017Assets 2018: $59,942Liabilities 2018: $2,334Net Assets 2018: $57,6082018Assets 2019: $70,116Liabilities 2019: $2,277Net Assets 2019: $67,8392019Assets 2020: $91,140Liabilities 2020: $19,028Net Assets 2020: $72,1122020Assets 2021: $150,323Liabilities 2021: $50,849Net Assets 2021: $99,4742021Assets 2022: $162,663Liabilities 2022: $30,478Net Assets 2022: $132,1852022Assets 2023: $243,067Liabilities 2023: $95,236Net Assets 2023: $147,8312023Assets 2024: $191,366Liabilities 2024: $28,556Net Assets 2024: $162,8102024

Highlighted filing

2017

Assets$54,727
Liabilities$7,280
Net Assets$47,447

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2012: $121,4652012Expenses 2013: $134,5932013Revenue 2014: $151,458Expenses 2014: $155,715Net Income 2014: -$4,2572014Revenue 2015: $133,969Expenses 2015: $164,316Net Income 2015: -$30,3472015Revenue 2016: $133,846Expenses 2016: $129,109Net Income 2016: $4,7372016Revenue 2017: $146,694Expenses 2017: $141,952Net Income 2017: $4,7422017Revenue 2018: $156,918Expenses 2018: $147,421Net Income 2018: $9,4972018Revenue 2019: $160,872Expenses 2019: $150,641Net Income 2019: $10,2312019Revenue 2020: $146,730Expenses 2020: $137,038Net Income 2020: $9,6922020Revenue 2021: $109,467Expenses 2021: $102,622Net Income 2021: $6,8452021Revenue 2022: $173,740Expenses 2022: $158,530Net Income 2022: $15,2102022Revenue 2023: $164,386Expenses 2023: $149,164Net Income 2023: $15,2222023Revenue 2024: $273,686Expenses 2024: $265,032Net Income 2024: $8,6542024

Highlighted filing

2017

Revenue$146,694
Expenses$141,952
Net Income$4,742
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 15, 2017
Return Version
2016v3.0
Gross Receipts
$147,162
Mission and Program Overview

Mission

To enhance the local cultural experience by providing high quality, accessible, live performances that inspire, educate and entertain. To provide a symphony orchestra for the public. Annually, perform 6 concerts (crystal,fall, holiday, spring, family and powell gardens).

To enhance the local cultural experience by providing high quality, accessible, live performances that inspire, educate and entertain. To provide a symphony orchestra for the public. Annually, perform 4 concerts (fall, holiday, spring, and family).

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$26,294$38,068▲ $11,774
Savings and Temporary Cash Investments$32,607$15,199▼ $17,408
Prepaid Expenses and Deferred Charges-$1,311-
Cash and Non-Interest-Bearing Accounts$150$149▼ $1
Total Assets$59,051$54,727▼ $4,324
Liabilities
Accounts Payable and Accrued Expenses$16,346$7,280▼ $9,066
Total Liabilities$16,346$7,280▼ $9,066
Net Assets / Fund Balance
Unrestricted Net Assets$37,705$42,341▲ $4,636
Temporarily Rstr Net Assets$5,000$5,106▲ $106
Total Net Assets Fund Balance$42,705$47,447▲ $4,742
Total Liabilities and Net Assets / Fund Balance$59,051$54,727▼ $4,324
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Russell BerlinMusic DirectorPT$18,000$18,000
Candace WhiteCo-executive DirectorPT$15,500$15,500
Robert WhiteCo-executive DirectorPT$15,500$15,500

Board Members and Trustees

NameTitle
Susie NewsamFriends President
Gary FruitsPresident
Douglas HatridgePresident Elect
Barbara PrestageDirector
Bob GlaserDirector
Debra MoxleyDirector
Emmanuel NgomsiDirector
Gloria HelmerDirector
Jim StilleyDirector
John ClabaughDirector
Kay FordDirector
Kirk NooksDirector
Kirt MosierDirector
Carol RothwellSecretary
Kyla StoltzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$114,530
Program Service Revenue
$29,934
Investment Income
$2,291
Other Revenue
$-61
All Other Contributions
$89,472
Change in Net Assets
$4,742
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$99,242
Salaries, Compensation, and Employee Benefits$42,710
Total Fundraising Expense$1,685
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$19,908$19,800-$39,708
Fees for Services Management-$18,000-$18,000
Advertising$7,317$5,493-$12,810
All Other Expenses$4,054$6,880$395$11,329
Office Expenses$2,214$1,873$915$5,002
Payroll Taxes$1,487$1,515-$3,002
Other Expenses$469$2,046$375$2,515
Insurance-$1,206-$1,206
Total Functional Expenses$45,886$94,381$1,685$141,952
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$468
Fundraising Gross Income$407
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
Backup withholding compliance
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
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Management duties are performed by robert and candace white.

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

The board of directors elects the incoming board members.

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

Form 990 reviewed by board of directors.

Form 990, Part VI, Section B, Line 15

Pay rates were calculated based on comparable salaries.

Form 990, Part VI, Section C, Line 19

Governing documents available upon request.

Filing and Contact Details

Filer

Filer Name
LEE'S SUMMIT SYMPHONY ORCHESTRA
EIN
27-0055476
Phone
8164015251
Address
PO BOX 352, LEES SUMMIT, MO 64063

Signing Officer

Name
Kyla Stoltz
Title
Treasurer
Phone
8164015251
Signed
2017-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert L White
Formed
2002
Legal Domicile
Mo
Voting Board Members
14
Independent Board Members
14
Employees
2
Volunteers
87

Preparer

Firm
Hsmc Orizon LLC
Address
3550 NE RALPH POWELL RD, LEES SUMMIT, MO 64064
Preparer
Rosalie Newkirk
Phone
8165259699
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IRS990/Form990PartVIISectionAGrp/TitleTxt2MUSIC DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
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IRS990/OtherExpensesGrp/Desc2WEBSITE
IRS990/OtherExpensesGrp/Desc3MARKETING
IRS990/OtherExpensesGrp/FundraisingAmt0375
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt023160
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt111771
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22637
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32046
IRS990/OtherExpensesGrp/ProgramServicesAmt010437
IRS990/OtherExpensesGrp/ProgramServicesAmt1469
IRS990/OtherExpensesGrp/TotalAmt023160
IRS990/OtherExpensesGrp/TotalAmt122583
IRS990/OtherExpensesGrp/TotalAmt22637
IRS990/OtherExpensesGrp/TotalAmt32515
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt019800
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt019908
IRS990/OtherSalariesAndWagesGrp/TotalAmt039708
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01515
IRS990/PayrollTaxesGrp/ProgramServicesAmt01487
IRS990/PayrollTaxesGrp/TotalAmt03002
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01311
IRS990/PrincipalOfficerNm0ROBERT L WHITE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0711130
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENU
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt029934
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt029934
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt093689
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0190
IRS990/PYOtherExpensesAmt0105764
IRS990/PYOtherRevenueAmt0787
IRS990/PYProgramServiceRevenueAmt039180
IRS990/PYRevenuesLessExpensesAmt04737
IRS990/PYSalariesCompEmpBnftPaidAmt023345
IRS990/PYTotalExpensesAmt0129109
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0133846
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt04742
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt032225
IRS990/SavingsAndTempCashInvstGrp/BOYAmt032607
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015199
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt091395
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt093689
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt095220
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0106087
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt084936
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0471327
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02292
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0190
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0949
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02559
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0800
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06790
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt030090
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt039180
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt036655
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt042553
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt055912
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0204390
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02292
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0190
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0949
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02559
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0800
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06790
IRS990ScheduleA/InvestmentIncomeCYPct00.00990
IRS990ScheduleA/InvestmentIncomePYPct00.00740
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01472
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0787
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01145
IRS990ScheduleA/OtherIncome509Grp/TotalAmt03404
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98510
IRS990ScheduleA/PublicSupportPY509Pct00.98980
IRS990ScheduleA/PublicSupportTotal509Amt0675717
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0121485
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0132869
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0131875
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0148640
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0140848
IRS990ScheduleA/Total509Grp/TotalAmt0675717
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0125249
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0133846
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0133969
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0151199
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0141648
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0685911
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
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT DUTIES ARE PERFORMED BY ROBERT AND CANDACE WHITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS ELECTS THE INCOMING BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 REVIEWED BY BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAY RATES WERE CALCULATED BASED ON COMPARABLE SALARIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt05000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt05106
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt059051
IRS990/TotalAssetsEOYAmt054727
IRS990/TotalAssetsGrp/BOYAmt059051

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.91$0.29$1.63$2.74$2.65$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.43$0.95$1.48$1.64$1.49$0.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.30$1.32$1.74$1.59$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.50$0.51$0.99$1.09$1.03$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.19$0.72$1.47$1.37$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.70$0.02$0.68$1.61$1.51$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.60$0.02$0.58$1.57$1.47$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.55$0.07$0.47$1.47$1.42$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.59$0.16$0.43$1.34$1.29$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.14$0.38$1.34$1.64$0.30
2014Detailed filing. Detailed filing data is available for this year.$0.79$0.11$0.68$1.51$1.56$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.06$0.73$1.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.02$0.66$1.21