Civic Intelligence

Westerville Symphony at Otterbein University

990 • Fiscal year 2021 • EIN 31-1052068

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 05, 2021

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

82nd percentile

0.18x

Higher debt load relative to assets than 82% of similar nonprofits.

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

Liabilities / Revenue

80th percentile

0.12x

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

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

Net Margin

79th percentile

37%

Higher net margin than 79% 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

87th percentile

87%

Faster asset growth than 87% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

68th percentile

32%

Faster revenue growth than 68% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$101,956

Up $47,381 (+87%) from 2020

Net Assets

Up

$83,642

Up $58,146 (+228%) from 2020

Liabilities

Down

$18,314

Down $10,765 (-37%) from 2020

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin79th percentile

Revenue

Up

$159,127

Up $38,886 (+32%) from 2020

Expenses

Down

$100,981

Down $46,731 (-32%) from 2020

Net Income

Up

$58,146

Up $85,617 (+312%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2021

Assets$101,956
Liabilities$18,314
Net Assets$83,642
Open 2021 Filing

Operations Trend

Revenue Growth68th 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

2021

Revenue$159,127
Expenses$100,981
Net Income$58,146
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 5, 2021
Return Version
2020v4.0
Gross Receipts
$159,127
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$31,305$78,686▲ $47,381
Total Assets$54,575$101,956▲ $47,381
Other Assets Total$23,270$23,270→ $0
Liabilities
Unsecured Notes Loans Payable$11,200$11,720▲ $520
Deferred Revenue$16,000$5,000▼ $11,000
Other Liabilities$1,500$1,500→ $0
Accounts Payable and Accrued Expenses$379$94▼ $285
Total Liabilities$29,079$18,314▼ $10,765
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$25,496$83,642▲ $58,146
Total Net Assets Fund Balance$25,496$83,642▲ $58,146
Total Liabilities and Net Assets / Fund Balance$54,575$101,956▲ $47,381

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$6,809$6,809
Other Assets Org$270--
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Nancy Nestor-bakerPresident
Alan RayTrustee
Barbara WeaverTrustee
Beth WeinhardtTrustee
David CollinsworthTrustee
Elizabeth BrosiusTrustee
Janice ConardTrustee
Jim MasucciTrustee
Kimberlee GoodmanTrustee
Scott ReevesTrustee
Shayla WernerTrustee
Tim MadridTrustee
Sandra ArendtDevel Comm C
Megan RandMarketing Co
Dennis DavenportOtterbein Li
Ron LykinsVP Finance/t
Revenue and Support

Revenue Composition

Contributions and Grants
$159,146
Program Service Revenue
$-25
Investment Income
$6
Other Revenue
$0
All Other Contributions
$95,119
Change in Net Assets
$58,146
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$61,001
Other Expenses$39,980
Total Fundraising Expense$2,620
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$32,445$24,000-$56,445
Payroll Taxes$2,619$1,937-$4,556
Advertising-$3,074-$3,074
Fees for Services Other--$2,620$2,620
Fees for Services Accounting-$1,950-$1,950
Office Expenses-$1,921-$1,921
Insurance-$1,067-$1,067
All Other Expenses-$955-$955
Other Expenses$664$779-$664
Total Functional Expenses$61,602$36,759$2,620$100,981
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$30,827---
Total Events$30,827---
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
2021-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Nestor-baker
Formed
1982
Legal Domicile
Oh
Voting Board Members
16
Independent Board Members
16
Employees
2
Volunteers
10

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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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt024000
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt032445
IRS990/OtherSalariesAndWagesGrp/TotalAmt056445
IRS990/OtherWebsiteInd0X
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01937
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0NANCY NESTOR-BAKER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0711130
IRS990/ProgramServiceRevenueGrp/Desc0CONCERT REFUND
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0-25
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0-25
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0107820
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02
IRS990/PYOtherExpensesAmt086510
IRS990/PYProgramServiceRevenueAmt012419
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IRS990/PYTotalExpensesAmt0147712
IRS990/PYTotalRevenueAmt0120241
IRS990/ReconcilationRevenueExpnssAmt058146
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0-25
IRS990/SavingsAndTempCashInvstGrp/BOYAmt031305
IRS990/SavingsAndTempCashInvstGrp/EOYAmt078686
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0159146
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0107820
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0148694
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0167135
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0130315
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0713110
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0-19
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt012421
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt012801
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt011821
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07232
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt044256
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0757366
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt023000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1270
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0MUSIC SCORE INVESTMENT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1PREPAID EXPENSES
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06809
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt06809
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LONG-TERM LIABILITIES
IRS990ScheduleD/TotalBookValueOtherAssetsAmt023270
IRS990ScheduleD/TotalLiabilityAmt01500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt030827
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt030827
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING EVE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030827
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030827
IRS990/ScheduleJRequiredInd0false
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt054575
IRS990/TotalAssetsEOYAmt0101956
IRS990/TotalAssetsGrp/BOYAmt054575
IRS990/TotalAssetsGrp/EOYAmt0101956
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0159146
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02620
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt036759
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt061602
IRS990/TotalFunctionalExpensesGrp/TotalAmt0100981
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt029079
IRS990/TotalLiabilitiesEOYAmt018314
IRS990/TotalLiabilitiesGrp/BOYAmt029079
IRS990/TotalLiabilitiesGrp/EOYAmt018314
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt025496
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt083642
IRS990/TotalProgramServiceExpensesAmt061602
IRS990/TotalProgramServiceRevenueAmt0-25
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-19
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0159127
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt054575
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0101956
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt011200
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt011720
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 S GROVE STREET
IRS990/USAddress/AddressLine2Txt0244 BATTELLE HALL OTTERBEIN UNIVER
IRS990/USAddress/CityNm0WESTERVILLE

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,956
Liabilities
$18,314
Net assets
$83,642
Revenue
$159,127
Expenses
$100,981
Net income
$58,146
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