Civic Intelligence

Westerville Symphony at Otterbein University

990 • Fiscal year 2018 • EIN 31-1052068

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 08, 2018

Organization ProfileWWW.WESTERVILLESYMPHONY.ORG
PO Box 478Westerville, OH 43086

(614) 899-9000

Siviq Scores

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

Liabilities / Assets

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

92nd percentile

117%

Faster asset growth than 92% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

79th percentile

30%

Faster revenue growth than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$57,607

Up $31,086 (+117%) from 2017

Net Assets

Up

$56,498

Up $33,253 (+143%) from 2017

Liabilities

Down

$1,109

Down $2,167 (-66%) from 2017

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin75th percentile

Revenue

Up

$178,956

Up $41,409 (+30%) from 2017

Expenses

Down

$145,703

Down $9,429 (-6.1%) from 2017

Net Income

Up

$33,253

Up $50,838 (+289%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$150K$100K$50K$0Assets 2010: $45,813Liabilities 2010: $32,176Net Assets 2010: $13,6372010Assets 2014: $74,727Liabilities 2014: $3,606Net Assets 2014: $71,1212014Assets 2015: $74,722Liabilities 2015: $2,067Net Assets 2015: $72,6552015Assets 2016: $42,721Liabilities 2016: $1,891Net Assets 2016: $40,8302016Assets 2017: $26,521Liabilities 2017: $3,276Net Assets 2017: $23,2452017Assets 2018: $57,607Liabilities 2018: $1,109Net Assets 2018: $56,4982018Assets 2019: $54,067Liabilities 2019: $1,100Net Assets 2019: $52,9672019Assets 2020: $54,575Liabilities 2020: $29,079Net Assets 2020: $25,4962020Assets 2021: $101,956Liabilities 2021: $18,314Net Assets 2021: $83,6422021Assets 2022: $88,803Liabilities 2022: $18,563Net Assets 2022: $70,2402022Assets 2023: $42,171Liabilities 2023: $6,113Net Assets 2023: $36,0582023Assets 2024: $104,668Liabilities 2024: $6,113Net Assets 2024: $98,5552024

Highlighted filing

2018

Assets$57,607
Liabilities$1,109
Net Assets$56,498
Open 2018 Filing

Operations Trend

Revenue Growth79th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $188,3702010Revenue 2014: $191,563Expenses 2014: $166,797Net Income 2014: $24,7662014Revenue 2015: $169,115Expenses 2015: $167,581Net Income 2015: $1,5342015Revenue 2016: $153,054Expenses 2016: $184,879Net Income 2016: -$31,8252016Revenue 2017: $137,547Expenses 2017: $155,132Net Income 2017: -$17,5852017Revenue 2018: $178,956Expenses 2018: $145,703Net Income 2018: $33,2532018Revenue 2019: $161,495Expenses 2019: $165,026Net Income 2019: -$3,5312019Revenue 2020: $120,241Expenses 2020: $147,712Net Income 2020: -$27,4712020Revenue 2021: $159,127Expenses 2021: $100,981Net Income 2021: $58,1462021Revenue 2022: $168,827Expenses 2022: $182,229Net Income 2022: -$13,4022022Revenue 2023: $170,753Expenses 2023: $226,910Net Income 2023: -$56,1572023Revenue 2024: $256,722Expenses 2024: $192,884Net Income 2024: $63,8382024

Highlighted filing

2018

Revenue$178,956
Expenses$145,703
Net Income$33,253
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 8, 2018
Return Version
2017v2.3
Gross Receipts
$178,956
Mission and Program Overview

Mission

The westerville symphony at otterbein university provides symphonic performances to audiences in central ohio and music education in westerville and the surrounding communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,751$34,337▲ $31,586
Cash and Non-Interest-Bearing Accounts$500--
Total Assets$26,521$57,607▲ $31,086
Other Assets Total$23,270$23,270→ $0
Liabilities
Other Liabilities$1,500$1,500→ $0
Accounts Payable and Accrued Expenses$1,776$-391▼ $2,167
Total Liabilities$3,276$1,109▼ $2,167
Net Assets / Fund Balance
Unrestricted Net Assets$23,245$56,498▲ $33,253
Total Net Assets Fund Balance$23,245$56,498▲ $33,253
Total Liabilities and Net Assets / Fund Balance$26,521$57,607▲ $31,086

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$5,550$5,550
Other Assets Org$270--
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Mary K GilbertPresident
Barbara WeaverTrustee
Gordon ShecketTrustee
Janice ConardTrustee
Laura HortonTrustee
Matthew E ChaceyTrustee
Megan RandTrustee
Tim MadridTrustee
Dennis DavenportOtterbein Li
Diane HolmesSecretary
Ron LykinsVP Finance/t
Jill SchultzVP Governanc
Revenue and Support

Revenue Composition

Contributions and Grants
$167,135
Program Service Revenue
$11,818
Investment Income
$3
Other Revenue
$0
All Other Contributions
$106,992
Change in Net Assets
$33,253
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$91,047
Salaries, Compensation, and Employee Benefits$54,656
Total Fundraising Expense$5,716
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$31,500$18,812-$50,312
Payroll Taxes$2,720$1,624-$4,344
Advertising-$1,707-$1,707
Office Expenses-$1,655-$1,655
Occupancy-$1,575-$1,575
Other Expenses$3,600$1,525$5,716$1,525
All Other Expenses-$1,029-$1,029
Insurance-$987-$987
Conferences and Meetings-$101-$101
Total Functional Expenses$110,972$29,015$5,716$145,703
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Eve$38,143---
Total Events$38,143---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Long-term Liabilities$1,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
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

“Reviewed by financial officers (vp-finance & treasurer and executive director) for accuracy and completeness prior to approval to e-file. The vp-finance, board president and executive director review the form 990. The board of trustees will receive a copy of the irs form 990 for the prior fiscal year for review and approval at the october board meeting.”

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

“Board members and employees are required to annually review the conflict of interest policy and sign a statement acknowledging any potential conflicts. Financial transactions that may have a potential conflict of interest are carefully reviewed by the board of trustees.”

Form 990, Page 6, Part VI, Line 19

“The governing documents have been available to the general public upon request and through guidestar.org and powerphilanthropy.org.”

Filing and Contact Details

Filer

Filer Name
Westerville Symphony
EIN
31-1052068
Phone
6148999000
Address
PO BOX 478, WESTERVILLE, OH 43086
Doing Business As
Westerville Symphony

Signing Officer

Name
Hild Peerson
Title
Executive Director
Phone
6148905523
Signed
2018-08-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary K Gilbert
Formed
1982
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
Employees
3
Volunteers
50

Preparer

Firm
Capstone Financial Consultants Inc Cpas
Address
155 COMMERCE PARK DR STE 4, WESTERVILLE, OH 43082
Preparer
David N Bauer CPA
Phone
6147942727
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,607
Liabilities
$1,109
Net assets
$56,498
Revenue
$178,956
Expenses
$145,703
Net income
$33,253
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.06$0.99$2.57$1.93$0.64
2023Detailed filing. Detailed filing data is available for this year.$0.42$0.06$0.36$1.71$2.27$0.56
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.19$0.70$1.69$1.82$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.18$0.84$1.59$1.01$0.58
2020Detailed filing. Detailed filing data is available for this year.$0.55$0.29$0.25$1.20$1.48$0.27
2019Detailed filing. Detailed filing data is available for this year.$0.54$0.01$0.53$1.61$1.65$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.58$0.01$0.56$1.79$1.46$0.33
2017Detailed filing. Detailed filing data is available for this year.$0.27$0.03$0.23$1.38$1.55$0.18
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.02$0.41$1.53$1.85$0.32
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.02$0.73$1.69$1.68$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.04$0.71$1.92$1.67$0.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.32$0.14$1.88