Civic Intelligence

Wayzata Symphony Orchestra

990EZ • Fiscal year 2021 • EIN 27-0786189

Aug 01, 2020 to Jul 31, 2021 • Filed on Dec 14, 2021

PO Box 697Wayzata, MN 55391

(952) 738-1739

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

60th percentile

16%

Higher net margin than 60% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Assets

$48,908

No earlier filing loaded for comparison.

Net Assets

$48,908

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$47,599

No earlier filing loaded for comparison.

Expenses

$40,030

No earlier filing loaded for comparison.

Net Income

$7,569

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2021: $48,908Net Assets 2021: $48,9082021Assets 2022: $41,778Liabilities 2022: $0Net Assets 2022: $41,7782022Assets 2024: $35,918Liabilities 2024: $0Net Assets 2024: $35,9182024Assets 2025: $8,123Liabilities 2025: $0Net Assets 2025: $8,1232025

Highlighted filing

2021

Assets$48,908
Liabilities-
Net Assets$48,908

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2021: $47,599Expenses 2021: $40,030Net Income 2021: $7,5692021Revenue 2022: $110,910Expenses 2022: $118,040Net Income 2022: -$7,1302022Revenue 2024: $66,464Expenses 2024: $69,238Net Income 2024: -$2,7742024Revenue 2025: $65,834Expenses 2025: $92,629Net Income 2025: -$26,7952025

Highlighted filing

2021

Revenue$47,599
Expenses$40,030
Net Income$7,569
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Dec 14, 2021
Return Version
2020v4.0
Gross Receipts
$47,599
Mission and Program Overview

Mission

To educate and present classical music to the community

Program Services

DescriptionGrantsExpenses
DUE TO RESTRICTIONS IN PLACE FOR THE COVID-19 PANDEMIC, THE ORCHESTRA WAS NOT ABLE TO PRESENT CONCERTS TO THE COMMUNITY AS WE NORMALLY WOULD. WE FOCUSED ON PREPARING FOR OUR 2021-2022 CONCERT SEASON.$40,030-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRENT RUNDQUISTPresident-$0--
MARK HIEMENZVice President-$0--
KAREN SCHULTZTreasurer & DirectorPT$0--
MIRIAM DENNISSecretary & Director-$0--
JACQUIE FRAZZINIDirector-$0--
RON FRAZZINIDirector-$0--
DAGNE GUSTAFSONDirector-$0--
DOUG SCHMITTDirector-$0--
JOANNE TURNERDirector-$0--
KATHARINE PARGALExecutive DirectorPT$0--
MARLENE PAULEYMusic DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Wayzata Symphony Orchestra
EIN
27-0786189
Phone
9527381739
Address
PO BOX 697, WAYZATA, MN 55391

Signing Officer

Name
Karen Schultz
Title
Treasurer & Director
Phone
9527381739
Signed
2021-12-14
Supplemental Narrative

Additional Explanations

Other Expenses.1

Office (ins,supplies,bk fees) $2093

Other Expenses.2

Concert(music, rental, record) $1790

Other Expenses.3

Advertising & website expense $796

Other Expenses.4

Other (dues, zoom subscription $649

Other Expenses.6

Fundraising expenses $438

Raw XML Appendix167 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KAREN R SCHULTZ TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum09527381739
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09590 LAKEVIEW LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHASKA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0553189356
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041339
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048908
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt047599
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07569
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt033700
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041339
IRS990EZ/Form990TotalAssetsGrp/EOYAmt048908
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt047599
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041339
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048908
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041339
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048908
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt912.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRENT RUNDQUIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARK HIEMENZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN SCHULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MIRIAM DENNIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JACQUIE FRAZZINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RON FRAZZINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAGNE GUSTAFSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DOUG SCHMITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JOANNE TURNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KATHARINE PARGAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MARLENE PAULEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER & DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY & DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10MUSIC DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05766
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO EDUCATE AND PRESENT CLASSICAL MUSIC TO THE COMMUNITY
IRS990EZ/PrintingPublicationsPostageAmt0564
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DUE TO RESTRICTIONS IN PLACE FOR THE COVID-19 PANDEMIC, THE ORCHESTRA WAS NOT ABLE TO PRESENT CONCERTS TO THE COMMUNITY AS WE NORMALLY WOULD. WE FOCUSED ON PREPARING FOR OUR 2021-2022 CONCERT SEASON.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt040030
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt040030
IRS990EZ/TotalProgramServiceExpensesAmt040030
IRS990EZ/TotalRevenueAmt047599
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0thewso.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt047599
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt084753
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt085290
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt075555
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt066634
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0359831
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0359831
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt047599
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt084753
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt085290
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt075555
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt066634
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0359831
IRS990ScheduleA/TotalSupportAmt0359831
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICE (INS,SUPPLIES,BK FEES) $2093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONCERT(MUSIC, RENTAL, RECORD) $1790
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADVERTISING & WEBSITE EXPENSE $796
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER (DUES, ZOOM SUBSCRIPTION $649
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FUNDRAISING EXPENSES $438
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.6
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER & DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum09527381739
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAYZATA SYMPHONY ORCHESTRA
ReturnHeader/Filer/BusinessNameControlTxt0WAYZ
ReturnHeader/Filer/EIN0270786189
ReturnHeader/Filer/PhoneNum09527381739
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 697
ReturnHeader/Filer/USAddress/CityNm0WAYZATA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055391
ReturnHeader/ReturnTs02021-12-14T11:36:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHULTZ
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits