Civic Intelligence

Westerville Symphony at Otterbein University

990 • Fiscal year 2020 • EIN 31-1052068

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 17, 2020

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

89th percentile

0.53x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

85th percentile

0.24x

Higher debt load relative to revenue than 85% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

20th percentile

-23%

Higher net margin than 20% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

45th percentile

0.9%

Faster asset growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

39th percentile

-26%

Faster revenue growth than 39% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$54,575

Up $508 (+0.9%) from 2019

Net Assets

Down

$25,496

Down $27,471 (-52%) from 2019

Liabilities

Up

$29,079

Up $27,979 (+2544%) from 2019

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin20th percentile

Revenue

Down

$120,241

Down $41,254 (-26%) from 2019

Expenses

Down

$147,712

Down $17,314 (-10%) from 2019

Net Income

Down

-$27,471

Down $23,940 (-678%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2020

Assets$54,575
Liabilities$29,079
Net Assets$25,496
Open 2020 Filing

Operations Trend

Revenue Growth39th 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

2020

Revenue$120,241
Expenses$147,712
Net Income-$27,471
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 17, 2020
Return Version
2019v5.0
Gross Receipts
$120,241
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$30,797$31,305▲ $508
Total Assets$54,067$54,575▲ $508
Other Assets Total$23,270$23,270→ $0
Liabilities
Deferred Revenue-$16,000-
Unsecured Notes Loans Payable-$11,200-
Other Liabilities$1,500$1,500→ $0
Accounts Payable and Accrued Expenses$-400$379▲ $779
Total Liabilities$1,100$29,079▲ $27,979
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$52,967$25,496▼ $27,471
Total Net Assets Fund Balance$52,967$25,496▼ $27,471
Total Liabilities and Net Assets / Fund Balance$54,067$54,575▲ $508

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$6,809$6,809
Other Assets Org$270--
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Nancy Nestor BakerPresident
Barbara WeaverTrustee
Beth WeinhardtTrustee
David CollinsworthTrustee
Elizabeth BrosiusTrustee
Gordon ShecketTrustee
Janice ConardTrustee
Jim MasucciTrustee
Micah RubensteinTrustee
Scott ReevesTrustee
Tim MadridTrustee
Dennis DavenportOtterbein Li
Megan RandSecretary
Alan RayTreasurer
Ron LykinsVP Finance
Revenue and Support

Revenue Composition

Contributions and Grants
$107,820
Program Service Revenue
$12,419
Investment Income
$2
Other Revenue
$0
All Other Contributions
$90,731
Change in Net Assets
$-27,471
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$86,510
Salaries, Compensation, and Employee Benefits$61,202
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$32,445$24,000-$56,445
Advertising-$15,880-$15,880
Payroll Taxes$2,735$2,022-$4,757
Occupancy-$1,950-$1,950
Fees for Services Accounting-$1,650-$1,650
Insurance-$1,049-$1,049
Office Expenses-$845-$845
Other Expenses$923$744-$744
All Other Expenses$175$481-$656
Total Functional Expenses$97,975$49,737$0$147,712
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$17,089---
Total Events$17,089---
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 35% controlled entity
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
2020-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Nestor Baker
Formed
1982
Legal Domicile
Oh
Voting Board Members
15
Independent Board Members
15
Employees
2
Volunteers
40

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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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt012421
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt012801
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07232
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc1PREPAID EXPENSES
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06809
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt06809
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01500
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt023270
IRS990ScheduleD/TotalLiabilityAmt01500
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt017089
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING EVE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017089
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017089
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS HAVE BEEN AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AND THROUGH GUIDESTAR.ORG AND POWERPHILANTHROPY.ORG.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
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IRS990/TotalContributionsAmt0107820
IRS990/TotalEmployeeCnt02
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt097975
IRS990/TotalFunctionalExpensesGrp/TotalAmt0147712
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01100
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IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt011200
IRS990/UponRequestInd0X
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0HILD PEERSON
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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,575
Liabilities
$29,079
Net assets
$25,496
Revenue
$120,241
Expenses
$147,712
Net income
-$27,471
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