Civic Intelligence

Spokane Symphony Associates

990 • Fiscal year 2020 • EIN 32-0108340

Jul 01, 2019 to Jun 30, 2020 • Filed on May 15, 2021

PO Box 365Spokane, WA 99210

(509) 458-8733

Siviq Scores

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

Liabilities / Assets

70th percentile

0.21x

Higher debt load relative to assets than 70% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

54th percentile

0.08x

Higher debt load relative to revenue than 54% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

44th percentile

3.3%

Higher net margin than 44% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

79th percentile

40%

Faster asset growth than 79% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

42nd percentile

-6.2%

Faster revenue growth than 42% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$181,818

Up $51,931 (+40%) from 2019

Net Assets

Up

$143,740

Up $15,463 (+12%) from 2019

Liabilities

Up

$38,078

Up $36,468 (+2265%) from 2019

Revenue

Down

$475,668

Down $31,402 (-6.2%) from 2019

Expenses

Down

$460,205

Down $46,801 (-9.2%) from 2019

Net Income

Up

$15,463

Up $15,399 (+24061%) from 2019

Historical Trend

Balance Sheet Trend

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

$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

2020

Assets$181,818
Liabilities$38,078
Net Assets$143,740

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$475,668
Expenses$460,205
Net Income$15,463
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

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
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IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4CO-VP SERVICE & SOCIAL
IRS990/Form990PartVIISectionAGrp/TitleTxt5CO-VP SERVICE & SOCIAL
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP EDUCATION
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP PROMOTION & PR
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP MEMBERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt10ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CTE EVENT CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12CTE EVENT CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CTE RIVER PARK SQUARE
IRS990/Form990PartVIISectionAGrp/TitleTxt14CTE RIVER PARK SQUARE
IRS990/Form990PartVIISectionAGrp/TitleTxt15UPSCALE SALE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt16BERNSTEIN CHAPTER CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt17BERNSTEIN CHAPTER CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt18FORTE PLUS CHAPTER CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt19CANTABILE CHAPTER CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt20HAMPSON CHAPTER CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt21KOZINSKI CHAPTER CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt22ROCKWOOD CHAPTER CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt23ROCKWOOD CHAPTER CO-CHAIR
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IRS990/MissionDesc0THE 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.
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt05741
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt01995
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IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt03441
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03274376
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