Civic Intelligence

Springfield Symphony Orchestra Association

990 • Fiscal year 2014 • EIN 31-6000540

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 10, 2014

P O Box 137445501

(937) 325-8100

Siviq Scores

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

Liabilities / Assets

96th percentile

1.44x

Higher debt load relative to assets than 96% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

74th percentile

0.23x

Higher debt load relative to revenue than 74% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

44th percentile

1.0%

Higher net margin than 44% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

64th percentile

$47,947

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

49th percentile

2.0%

Faster asset growth than 49% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Assets

Up

$113,030

Up $2,249 (+2.0%) from 2013

Net Assets

Up

-$49,894

Up $7,099 (+12%) from 2013

Liabilities

Down

$162,924

Down $4,850 (-2.9%) from 2013

Revenue

$705,310

No earlier filing loaded for comparison.

Expenses

Up

$698,211

Up $51,277 (+7.9%) from 2013

Net Income

$7,099

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.

$300K$200K$100K$0-$100K-$200KAssets 2012: $88,852Liabilities 2012: $161,575Net Assets 2012: -$72,7232012Assets 2013: $110,781Liabilities 2013: $167,774Net Assets 2013: -$56,9932013Assets 2014: $113,030Liabilities 2014: $162,924Net Assets 2014: -$49,8942014Assets 2015: $152,622Liabilities 2015: $207,252Net Assets 2015: -$54,6302015Assets 2016: $144,610Liabilities 2016: $205,885Net Assets 2016: -$61,2752016Assets 2017: $143,063Liabilities 2017: $208,754Net Assets 2017: -$65,6912017Assets 2018: $106,003Liabilities 2018: $220,350Net Assets 2018: -$114,3472018Assets 2019: $126,202Liabilities 2019: $185,779Net Assets 2019: -$59,5772019Assets 2020: $207,169Liabilities 2020: $123,898Net Assets 2020: $83,2712020Assets 2021: $257,315Liabilities 2021: $52,798Net Assets 2021: $204,5172021

Highlighted filing

2014

Assets$113,030
Liabilities$162,924
Net Assets-$49,894

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2012: $623,6342012Expenses 2013: $646,9342013Revenue 2014: $705,310Expenses 2014: $698,211Net Income 2014: $7,0992014Revenue 2015: $721,304Expenses 2015: $726,040Net Income 2015: -$4,7362015Revenue 2016: $733,949Expenses 2016: $740,594Net Income 2016: -$6,6452016Revenue 2017: $699,011Expenses 2017: $702,773Net Income 2017: -$3,7622017Revenue 2018: $737,289Expenses 2018: $776,579Net Income 2018: -$39,2902018Revenue 2019: $865,672Expenses 2019: $818,299Net Income 2019: $47,3732019Revenue 2020: $865,761Expenses 2020: $722,913Net Income 2020: $142,8482020Revenue 2021: $632,032Expenses 2021: $510,786Net Income 2021: $121,2462021

Highlighted filing

2014

Revenue$705,310
Expenses$698,211
Net Income$7,099
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 10, 2014
Return Version
2013v3.0
Gross Receipts
$747,152
Mission and Program Overview

Mission

The mission of the springfield symphony orchestra is to enrich the lives of the people in springfield and the surrounding region by presenting quality performances of symphonic music and providing excellent education programs.

Development and production of musical arts

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$41,724$40,218▼ $1,506
Accounts Receivable$36,085$39,523▲ $3,438
Land, Buildings, and Equipment, Net$20,895$20,895→ $0
Prepaid Expenses and Deferred Charges$12,077$12,394▲ $317
Total Assets$110,781$113,030▲ $2,249
Liabilities
Deferred Revenue$139,060$104,882▼ $34,178
Mortgage Notes Payable Secured by Investment Property$28,000$55,000▲ $27,000
Accounts Payable and Accrued Expenses$714$3,042▲ $2,328
Total Liabilities$167,774$162,924▼ $4,850
Net Assets / Fund Balance
Unrestricted Net Assets$-56,993$-49,894▲ $7,099
Total Net Assets Fund Balance$-56,993$-49,894▲ $7,099
Total Liabilities and Net Assets / Fund Balance$110,781$113,030▲ $2,249

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$20,895$18,597-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Robyn ZimmannExecutive DirectorFT$47,947$47,947

Board Members and Trustees

NameTitle
Marlies HemmannPast-president
Douglas DeerPresident
Wendy FordVice-president
Alex LoehrerTrustee
Ann CollierTrustee
Barb MackeyTrustee
Corwin GeorgesTrustee
David MccormickTrustee
Elaine StevensonTrustee
Hugh Barnett IiiTrustee
James PerryTrustee
Jeannine FoxTrustee
Jeffrey HuntingtonTrustee
Kent BrooksTrustee
Kevin MatthiesTrustee
Kristi LeethTrustee
Margaret RoarkTrustee
Mark GrimesTrustee
Paul ValenteTrustee
Rick YontzTrustee
Stacy GianakopoulosTrustee
Will MattoxTrustee
Denny SeifriedMusician Representative
Virginia EstropSecretary
Peter Gus GeilSso Foundation Represntati
Jennifer EddySyo Representative
Michelle SpeasSyo Representative
Daragh Porter WobbeTreasurer
Cathy TuckermanWasso Representative
Revenue and Support

Revenue Composition

Contributions and Grants
$473,357
Program Service Revenue
$173,304
Investment Income
$0
Other Revenue
$58,649
All Other Contributions
$453,895
Change in Net Assets
$7,099
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$441,046
Other Expenses$257,165
Total Fundraising Expense$67,108
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$196,649$23,719$17,151$237,519
Current Officers, Directors, Trustees, and Key Employees$82,080$14,535$26,163$122,778
Payroll Taxes$49,019$8,367$6,973$64,359
Occupancy$38,797$6,325-$45,122
Fees for Services Other$39,555$573$100$40,228
Travel$30,844--$30,844
Office Expenses-$19,851-$19,851
All Other Expenses$1,360$11,260$4,258$16,878
Other Employee Benefits$13,933$1,639$818$16,390
Advertising$13,939--$13,939
Other Expenses$9,552$7,266$6,365$9,552
Insurance-$4,951-$4,951
Fees for Services Legal-$4,738-$4,738
Royalties$1,854--$1,854
Conferences and Meetings-$1,270-$1,270
Interest-$728-$728
Total Functional Expenses$525,881$105,222$67,108$698,211
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$97,185
Fundraising Direct Expenses$41,842
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$46,822$46,822$17,624$29,198
Event 1$21,880$21,880$2,548$19,332
Total Events$97,185$97,185$41,842$55,343
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Beth GoodrichFormer DirectorEmployee - Former board of director-officer hired as Development Director after her tenure as a board member expired. Currently works about 15 to 20 hours a week.No$12,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section B, line 11

Executive Committee will review the 990 before it is filed.

Form 990, Part VI, Section B, line 12C

Officers and directors fill out questionnaires annually about conflicts of interest and any conflicts are reviewed.

Form 990, Part VI, Section B, line 15

The compensation of other executive directors of orchestras of similar size are used for comparability data. The board discusses and approves the salary of the Executive Director. For the Operations Director, the Executive Director proposes a salary. It is discussed and approved by the Board. The deliberations and decisions for both positions are contemporaneously recorded.

Form 990, Part VI, Section C, line 18

The 990 is available at the symphony office for public inspection upon request.

Form 990, Part VI, Section C, line 19

The governing documents, conflict of interest policy, and financial statements are available at the symphony office for public review.

Filing and Contact Details

Filer

EIN
31-6000540
Phone
9373258100

Signing Officer

Name
Douglas Deer
Title
President
Phone
9373258100
Signed
2014-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Douglas Deer
Formed
1948
Legal Domicile
Oh
Voting Board Members
24
Independent Board Members
24
Employees
137
Volunteers
330

Preparer

Preparer
Keith O Applegate
Phone
9373251538
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12PAST-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25SSO FOUNDATION REPRESNTATI
IRS990/Form990PartVIISectionAGrp/TitleTxt26SYO REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt27MUSICIAN REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt28WASSO REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt29SYO REPRESENTATIVE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01948
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt041842
IRS990/FundraisingGrossIncomeAmt097185
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt024
IRS990/GovernmentGrantsAmt019462
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0747152
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt024
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt04951
IRS990/InsuranceGrp/TotalAmt04951
IRS990/InterestGrp/ManagementAndGeneralAmt0728
IRS990/InterestGrp/TotalAmt0728
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt018597
IRS990/LandBldgEquipBasisNetGrp/BOYAmt020895
IRS990/LandBldgEquipBasisNetGrp/EOYAmt020895
IRS990/LandBldgEquipCostOrOtherBssAmt039492
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE THE CITY AND SURROUNDING COMMUNITY WITH THE MUSICAL ARTS AT A REASONABLE COST AND TO PROMOTE THE DEVELOPMENT OF MUSICAL ARTS IN THE COMMUNITY THROUGH YOUTH INVOLVEMENT AND EDUCATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt028000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt055000
IRS990/NetAssetsOrFundBalancesBOYAmt0-56993
IRS990/NetAssetsOrFundBalancesEOYAmt0-49894
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt055343
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt055343
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt06325
IRS990/OccupancyGrp/ProgramServicesAmt038797
IRS990/OccupancyGrp/TotalAmt045122
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019851
IRS990/OfficeExpensesGrp/TotalAmt019851
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0818
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01639
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt013933
IRS990/OtherEmployeeBenefitsGrp/TotalAmt016390
IRS990/OtherExpensesGrp/Desc0POSTAGE/PRINTING
IRS990/OtherExpensesGrp/Desc1EDUCATIONAL PROGRAMS
IRS990/OtherExpensesGrp/Desc2PROMOTIONAL EXPENSES
IRS990/OtherExpensesGrp/Desc3MUSIC/INST RENTAL & TUN
IRS990/OtherExpensesGrp/FundraisingAmt05280
IRS990/OtherExpensesGrp/FundraisingAmt16365
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07266
IRS990/OtherExpensesGrp/ProgramServicesAmt018383
IRS990/OtherExpensesGrp/ProgramServicesAmt120368
IRS990/OtherExpensesGrp/ProgramServicesAmt29548
IRS990/OtherExpensesGrp/ProgramServicesAmt39552
IRS990/OtherExpensesGrp/TotalAmt030929
IRS990/OtherExpensesGrp/TotalAmt120368
IRS990/OtherExpensesGrp/TotalAmt215913
IRS990/OtherExpensesGrp/TotalAmt39552
IRS990/OtherRevenueMiscGrp/BusinessCd0711130
IRS990/OtherRevenueMiscGrp/BusinessCd1711130
IRS990/OtherRevenueMiscGrp/Desc0LUNCH ON THE LAWN
IRS990/OtherRevenueMiscGrp/Desc1MISC
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02639
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1667
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02639
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1667
IRS990/OtherRevenueTotalAmt03306
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt017151
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt023719
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0196649
IRS990/OtherSalariesAndWagesGrp/TotalAmt0237519
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06973
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08367
IRS990/PayrollTaxesGrp/ProgramServicesAmt049019
IRS990/PayrollTaxesGrp/TotalAmt064359
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012077
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012394

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.57$0.53$2.05$6.32$5.11$1.21
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.07$1.24$0.83$8.66$7.23$1.43
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$1.86$0.60$8.66$8.18$0.47
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$2.20$1.14$7.37$7.77$0.39
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$2.09$0.66$6.99$7.03$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.45$2.06$0.61$7.34$7.41$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.53$2.07$0.55$7.21$7.26$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.13$1.63$0.50$7.05$6.98$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$1.68$0.57$6.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$1.62$0.73$6.24