Civic Intelligence

Illinois Symphony Orchestra Endowment Fund Inc.

990EZ • Fiscal year 2016 • EIN 30-0216505

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 28, 2017

Organization ProfileN/A
524 1/2 E Capitol Ave - Box 5191Springfield, IL 62701

(217) 522-2838

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

89th percentile

0.27x

Higher debt load relative to revenue than 89% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

8th percentile

-47%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

34th percentile

-5.7%

Faster asset growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-56%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$451,864

Down $27,410 (-5.7%) from 2015

Net Assets

Down

$446,239

Down $27,535 (-5.8%) from 2015

Liabilities

Up

$5,625

Up $125 (+2.3%) from 2015

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin8th percentile

Revenue

Down

$20,736

Down $26,369 (-56%) from 2015

Expenses

Up

$30,500

Up $8,500 (+39%) from 2015

Net Income

Down

-$9,764

Down $34,869 (-139%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$1.5M$1.0M$500K$0Assets 2015: $479,274Liabilities 2015: $5,500Net Assets 2015: $473,7742015Assets 2016: $451,864Liabilities 2016: $5,625Net Assets 2016: $446,2392016Assets 2017: $499,172Liabilities 2017: $5,625Net Assets 2017: $493,5472017Assets 2018: $1,034,000Liabilities 2018: $4,662Net Assets 2018: $1,029,3382018Assets 2019: $1,063,951Liabilities 2019: $4,289Net Assets 2019: $1,059,6622019Assets 2020: $1,054,816Liabilities 2020: $5,200Net Assets 2020: $1,049,6162020Assets 2021: $1,334,822Liabilities 2021: $2,625Net Assets 2021: $1,332,1972021Assets 2022: $1,133,504Liabilities 2022: $0Net Assets 2022: $1,133,5042022Assets 2023: $1,155,432Liabilities 2023: $4,600Net Assets 2023: $1,150,8322023Assets 2024: $1,332,596Liabilities 2024: $215,737Net Assets 2024: $1,116,8592024

Highlighted filing

2016

Assets$451,864
Liabilities$5,625
Net Assets$446,239
Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

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

$600K$400K$200K$0-$200KRevenue 2015: $47,105Expenses 2015: $22,000Net Income 2015: $25,1052015Revenue 2016: $20,736Expenses 2016: $30,500Net Income 2016: -$9,7642016Revenue 2017: $18,495Expenses 2017: $22,500Net Income 2017: -$4,0052017Revenue 2018: $566,277Expenses 2018: $26,117Net Income 2018: $540,1602018Revenue 2019: $35,907Expenses 2019: $28,829Net Income 2019: $7,0782019Revenue 2020: $134,128Expenses 2020: $32,570Net Income 2020: $101,5582020Revenue 2021: $73,122Expenses 2021: $44,545Net Income 2021: $28,5772021Revenue 2022: $130,402Expenses 2022: $45,922Net Income 2022: $84,4802022Revenue 2023: $12,303Expenses 2023: $55,729Net Income 2023: -$43,4262023Revenue 2024: $33,617Expenses 2024: $52,893Net Income 2024: -$19,2762024

Highlighted filing

2016

Revenue$20,736
Expenses$30,500
Net Income-$9,764
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 28, 2017
Return Version
2015v3.0
Gross Receipts
$45,798
Mission and Program Overview

Mission

To provide support to Illinois Symphony Orchestra, Inc. in order to further its exempt purpose

Program Services

DescriptionGrantsExpenses
Contributed to Illinois Symphony Orchestra, Inc. in order to further its exempt purpose.$30,500$30,500
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dennis SteelePresident-$0--
Carole RingerSecretary-$0--
Gary LoweryTreasurer-$0--
Dr Jane SchachtsiekBoard Member-$0--
William SimpsonBoard Member-$0--
Susan SmartBoard Member-$0--
Wilma BeattyEmeritus-$0--
Filing and Contact Details

Filer

Filer Name
Illinois Symphony Orchestra
EIN
30-0216505
Phone
2175222838
Address
524 1/2 E Capitol Ave - Box 5191, Springfield, IL 62701

Signing Officer

Name
Dennis Steele
Title
President
Signed
2017-02-28
Discuss with paid preparer
Yes

Preparer

Firm
Striegel Knobloch & Company LLC CPAs
Address
115 W Jefferson Suite 200, Bloomington, IL 61701-3946
Preparer
Benjamin J Smith
Phone
3098294303
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: General | Donee's Name: Illinois Symphony Orchestra, Inc. | Donee's Address: 542 1/2 E Capital Ave. Springfield IL 62701 | Cash Amount Given: $30500”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $5500 Accounts Payable and Accrued Expenses - Ending $5625”

Raw XML Appendix159 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Springfield
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd062701
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0479274
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0451864
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0705
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt025062
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9764
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form720FiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt01756
IRS990EZ/GrantsAndSimilarAmountsPaidAmt030500
IRS990EZ/GrossReceiptsAmt045798
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt018275
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0473774
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0446239
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0473774
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0446239
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dennis Steele
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Carole Ringer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Gary Lowery
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dr Jane Schachtsiek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4William Simpson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Susan Smart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Wilma Beatty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Emeritus
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-17771
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide support to Illinois Symphony Orchestra, Inc. in order to further its exempt purpose
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Contributed to Illinois Symphony Orchestra, Inc. in order to further its exempt purpose.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt030500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt026818
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05500
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05625
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030500
IRS990EZ/TotalProgramServiceExpensesAmt030500
IRS990EZ/TotalRevenueAmt020736
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0371312674
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt030500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Illinois Symphony Orchestra Inc
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt030500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: General | Donee's Name: Illinois Symphony Orchestra, Inc. | Donee's Address: 542 1/2 E Capital Ave. Springfield IL 62701 | Cash Amount Given: $30500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Accounts Payable and Accrued Expenses - Beginning $5500 Accounts Payable and Accrued Expenses - Ending $5625
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Total Liabilities.1001
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dennis Steele
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Illinois Symphony Orchestra
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Endowment Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0ILLI
ReturnHeader/Filer/EIN0300216505
ReturnHeader/Filer/PhoneNum02175222838
ReturnHeader/Filer/USAddress/AddressLine1Txt0524 1/2 E Capitol Ave - Box 5191
ReturnHeader/Filer/USAddress/CityNm0Springfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062701
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Striegel Knobloch & Company LLC CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 W Jefferson Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bloomington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0617013946
ReturnHeader/PreparerPersonGrp/PhoneNum03098294303
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Benjamin J Smith
ReturnHeader/ReturnTs02017-02-28T07:34:32-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$451,864
Liabilities
$5,625
Net assets
$446,239
Revenue
$20,736
Expenses
$30,500
Net income
-$9,764
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.22$1.12$0.03$0.05$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.15$0.01$0.06$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.00$1.13$0.13$0.05$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$0.07$0.04$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.01$1.05$0.13$0.03$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.04$0.03$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.57$0.03$0.54
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.01$0.49$0.02$0.02$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.01$0.45$0.02$0.03$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.01$0.47$0.05$0.02$0.03