Civic Intelligence

Spokane Symphony Associates

EIN 32-0108340 • 501(c)3 • Spokane, WA

Profile

The spokane symphony associates organization believes that having a symphony orchestra in spokane enhances the quality of life in the community. We also believe that a volunteer organization is necessary to ensure the growth and vitality of a symphony orchestra. To this end, ssa exists to provide, through its own activities, financial and volunteer support for the spokane symphony. In addition, the organization provides educational and involvement opportunities for the community. Ssa is unique in these services.

PO Box 365Spokane, WA 99210

www.symphonyassociates.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

78th percentile

0.26x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.07x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

48th percentile

3.4%

Higher net margin than 48% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

26%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$189,041

Up $7,223 (+4.0%) from 2020

Liabilities

Down

$8,008

Down $30,070 (-79%) from 2020

Net Assets

Up

$181,033

Up $37,293 (+26%) from 2020

Operations
Liabilities / Revenue66th percentileNet Margin48th percentile

Revenue

Down

$258,829

Down $216,839 (-46%) from 2020

Expenses

Down

$176,490

Down $283,715 (-62%) from 2020

Net Income

Up

$82,339

Up $66,876 (+432%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $48,856Liabilities 2011: $4,183Net Assets 2011: $44,6732011Assets 2012: $25,934Liabilities 2012: $5,160Net Assets 2012: $20,7742012Assets 2013: $40,923Liabilities 2013: $6,360Net Assets 2013: $34,5632013Assets 2014: $53,730Liabilities 2014: $14,857Net Assets 2014: $38,8732014Assets 2015: $59,958Liabilities 2015: $11,475Net Assets 2015: $48,4832015Assets 2016: $60,397Liabilities 2016: $16,174Net Assets 2016: $44,2232016Assets 2017: $87,931Liabilities 2017: $6,999Net Assets 2017: $80,9322017Assets 2018: $128,985Liabilities 2018: $772Net Assets 2018: $128,2132018Assets 2019: $129,887Liabilities 2019: $1,610Net Assets 2019: $128,2772019Assets 2020: $181,818Liabilities 2020: $38,078Net Assets 2020: $143,7402020Assets 2021: $189,041Liabilities 2021: $8,008Net Assets 2021: $181,0332021

Highlighted filing

2021

Assets$189,041
Liabilities$8,008
Net Assets$181,033
Open 2021 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $188,6692011Expenses 2012: $221,2872012Expenses 2013: $220,2612013Revenue 2014: $260,924Expenses 2014: $256,614Net Income 2014: $4,3102014Revenue 2015: $308,131Expenses 2015: $298,521Net Income 2015: $9,6102015Revenue 2016: $313,829Expenses 2016: $318,089Net Income 2016: -$4,2602016Revenue 2017: $377,463Expenses 2017: $340,754Net Income 2017: $36,7092017Revenue 2018: $430,597Expenses 2018: $383,316Net Income 2018: $47,2812018Revenue 2019: $507,070Expenses 2019: $507,006Net Income 2019: $642019Revenue 2020: $475,668Expenses 2020: $460,205Net Income 2020: $15,4632020Revenue 2021: $258,829Expenses 2021: $176,490Net Income 2021: $82,3392021

Highlighted filing

2021

Revenue$258,829
Expenses$176,490
Net Income$82,339
Open 2021 Filing

Filings

Most recent year

2021 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$189,041
Liabilities
$8,008
Net assets
$181,033
Revenue
$258,829
Expenses
$176,490
Net income
$82,339
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.08$1.81$2.59$1.76$0.82
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.38$1.44$4.76$4.60$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.02$1.28$5.07$5.07$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.01$1.28$4.31$3.83$0.47
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.07$0.81$3.77$3.41$0.37
2016Detailed filing. Detailed filing data is available for this year.$0.60$0.16$0.44$3.14$3.18$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.11$0.48$3.08$2.99$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.54$0.15$0.39$2.61$2.57$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.06$0.35$2.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.05$0.21$2.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.04$0.45$1.89
Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 15, 2021
Return Version
2019v5.2
Gross Receipts
$692,272
Mission and Program Overview

Mission

The spokane symphony associates organization believes that having a symphony orchestra in spokane enhances the quality of life in the community. We also believe that a volunteer organization is necessary to ensure the growth and vitality of a symphony orchestra. To this end, ssa exists to provide, through its own activities, financial and volunteer support for the spokane symphony. In addition, the organization provides educational and involvement opportunities for the community. Ssa is unique in these services.

To provide, through its own activities, financial and volunteer support for the spokane symphony orchestra and to provide educational and involvement opportunities for the spokane community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$129,887$181,818▲ $51,931
Rtn Earn Endowment Incm Other Fnds$128,277$143,740▲ $15,463
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$129,887$181,818▲ $51,931
Liabilities
Deferred Revenue$1,610$38,078▲ $36,468
Total Liabilities$1,610$38,078▲ $36,468
Net Assets / Fund Balance
Total Net Assets Fund Balance$128,277$143,740▲ $15,463
Total Liabilities and Net Assets / Fund Balance$129,887$181,818▲ $51,931
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Connie UnderwoodBernstein Chapter Co-chair
Jeanne FellerBernstein Chapter Co-chair
Bob KirkpatrickCantabile Chapter Chair
Elizabeth RaolCTE Event Co-chair
Lori LafranceCTE Event Co-chair
Peggy SpringerForte Plus Chapter Chair
Carole FolsomHampson Chapter Chair
Sandy ColquhounKozinski Chapter Chair
George AbramsRockwood Chapter Co-chair
Jan AbramsRockwood Chapter Co-chair
Jeanette BrennerUpscale Sale Chair
Kristine LambersonPresident
Carol Worthington-borodinAdvisor
Martha HarvieCo-VP Service & Social
Sheree WilkinsonCo-VP Service & Social
Donn WillinthamCTE River Park Square
Pauli BaileyCTE River Park Square
Janet LambarthSecretary
Jim WorthingtonTreasurer
Bruce ColquhounVP Development
Lucretia PladeraVP Education
Jerry SearfossVP Finance
Betsy JohnsonVP Membership
Robin BeaverVP Promotion & Pr
Revenue and Support

Revenue Composition

Contributions and Grants
$199,066
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$276,602
All Other Contributions
$12,403
Change in Net Assets
$15,463

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table300$50,834Cost or Sales Price
Total Noncash Contributions300$50,834-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$420,000
Other Expenses$40,205
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$420,000--$420,000
Conferences and Meetings-$17,201-$17,201
Office Expenses-$15,192-$15,192
Advertising-$2,476-$2,476
Occupancy-$2,423-$2,423
Fees for Services Accounting-$2,155-$2,155
Other Expenses-$758-$758
Total Functional Expenses$420,000$40,205$0$460,205
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Spokane SymphonySpokane, WA501(c)(3)Support for Spokane Symphony$420,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$437,657
Gaming Direct Expenses$180,969
Fundraising Gross Income$55,549
Fundraising Direct Expenses$35,635
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Puttin on the Ritz$54,600$45,600$33,635$11,965
Christmas Tree Elegance$181,895$9,949-$9,949
Total Events$236,495$55,549$35,635$19,914
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Richard b. Colquhoun and sandy colquhoun have a family relationship. Jim worthington and carol worthington-borodin have a family relationship. Jan abrams and george abrams have a family relationship.”

Form 990, Part VI, Section A, Line 6

“One class of dues paying members.”

Form 990, Part VI, Section A, Line 7A

“Members elect officers and board members at annual meeting.”

Form 990, Part VI, Section A, Line 7B

“There is an executive committee which has the powers of the governing board and can act on behalf of the board between board meetings.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is provided to the governing board members for review prior to filing.”

Form 990, Part VI, Section C, Line 19

“Copies of the tax return and other governing documents are available upon request through the office.”

Filing and Contact Details

Filer

Filer Name
Spokane Symphony Associates
EIN
32-0108340
Phone
5094588733
Address
PO BOX 365, SPOKANE, WA 99210

Signing Officer

Name
Bruce Colquhoun
Title
President
Phone
5094588733
Signed
2021-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristine Lamberson
Formed
1998
Legal Domicile
Wa
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
303

Preparer

Firm
Eide Bailly Llp
Address
999 W RIVERSIDE AVE STE 101, SPOKANE, WA 99201-1005
Preparer
Susan Van Plew CPA
Phone
5097476154
Raw XML AppendixShowing 400 of 564 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.

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IRS990/ActivityOrMissionDesc0TO PROVIDE, THROUGH ITS OWN ACTIVITIES, FINANCIAL AND VOLUNTEER SUPPORT FOR THE SPOKANE SYMPHONY ORCHESTRA AND TO PROVIDE EDUCATIONAL AND INVOLVEMENT OPPORTUNITIES FOR THE SPOKANE COMMUNITY.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02476
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IRS990/BooksInCareOfDetail/PhoneNum05094588733
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 365
IRS990/BooksInCareOfDetail/USAddress/CityNm0SPOKANE
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IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE SPOKANE SYMPHONY ASSOCIATES, WITH THE CONTINUED SUCCESS OF GROWING FUNDRAISERS, PROVIDES INCREASING FINANCIAL SUPPORT TO THE GENERAL OPERATIONS OF THE SPOKANE SYMPHONY. BECAUSE OF COVID-19 THE ORGANIZATION DID NOT HOLD THE FOLLOWING FUNDRAISERS: UPSCALE SALE, LET'S PLAY FOR THE SYMPHONY, CHORALE CONCERT, BLOOM IN TUNE AND KOZINSKI KOLLECTION OF MUSICAL MEMENTOS. THE ORGANIZATION LOOKS FORWARD TO RESTARTING THESE EVENTS WHEN IT IS SAFE TO DO SO. EVEN WITH THE REDUCED EVENTS, SPOKANE SYMPHONY ASSOCIATES WAS ABLE TO PROVIDE $420,000 TO THE SYMPHONY DURING THIS YEAR.
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IRS990/Form990PartVIISectionAGrp/TitleTxt3VP DEVELOPMENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt5CO-VP SERVICE & SOCIAL
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP EDUCATION
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP PROMOTION & PR
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP MEMBERSHIP
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IRS990/Form990PartVIISectionAGrp/TitleTxt12CTE EVENT CO-CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt14CTE RIVER PARK SQUARE
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IRS990/Form990PartVIISectionAGrp/TitleTxt17BERNSTEIN CHAPTER CO-CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt19CANTABILE CHAPTER CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt20HAMPSON CHAPTER CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt21KOZINSKI CHAPTER CHAIR
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