Civic Intelligence

Lafayette Symphony Foundation Inc

990 • Fiscal year 2022 • EIN 35-2080594

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 06, 2023

Organization Profile
PO Box 1225Lafayette, IN 47902-1225

(765) 742-1056

Siviq Scores

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

Liabilities / Assets

46th percentile

0.05x

Higher debt load relative to assets than 46% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

63rd percentile

0.17x

Higher debt load relative to revenue than 63% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

96th percentile

78%

Higher net margin than 96% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

14th percentile

-14%

Faster asset growth than 14% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

97th percentile

292%

Faster revenue growth than 97% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$3,170,588

Down $517,078 (-14%) from 2021

Net Assets

Down

$3,021,858

Down $527,303 (-15%) from 2021

Liabilities

Up

$148,730

Up $10,225 (+7.4%) from 2021

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin96th percentile

Revenue

Up

$863,193

Up $643,048 (+292%) from 2021

Expenses

Up

$185,775

Up $31,253 (+20%) from 2021

Net Income

Up

$677,418

Up $611,795 (+932%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $2,493,336Liabilities 2013: $127,615Net Assets 2013: $2,365,7212013Assets 2014: $2,841,560Liabilities 2014: $133,818Net Assets 2014: $2,707,7422014Assets 2016: $2,615,934Liabilities 2016: $134,116Net Assets 2016: $2,481,8182016Assets 2017: $2,795,402Liabilities 2017: $134,811Net Assets 2017: $2,660,5912017Assets 2018: $2,859,571Liabilities 2018: $131,666Net Assets 2018: $2,727,9052018Assets 2019: $2,815,507Liabilities 2019: $132,809Net Assets 2019: $2,682,6982019Assets 2020: $2,896,201Liabilities 2020: $133,222Net Assets 2020: $2,762,9792020Assets 2021: $3,687,666Liabilities 2021: $138,505Net Assets 2021: $3,549,1612021Assets 2022: $3,170,588Liabilities 2022: $148,730Net Assets 2022: $3,021,8582022Assets 2023: $3,225,378Liabilities 2023: $158,274Net Assets 2023: $3,067,1042023Assets 2024: $3,454,758Liabilities 2024: $156,186Net Assets 2024: $3,298,5722024

Highlighted filing

2022

Assets$3,170,588
Liabilities$148,730
Net Assets$3,021,858
Open 2022 Filing

Operations Trend

Revenue Growth97th percentile

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

$1.0M$500K$0-$500KExpenses 2013: $134,6992013Revenue 2014: $249,371Expenses 2014: $143,735Net Income 2014: $105,6362014Revenue 2016: $163,563Expenses 2016: $173,397Net Income 2016: -$9,8342016Revenue 2017: $325,750Expenses 2017: $282,295Net Income 2017: $43,4552017Revenue 2018: $445,659Expenses 2018: $147,659Net Income 2018: $298,0002018Revenue 2019: $22,497Expenses 2019: $152,937Net Income 2019: -$130,4402019Revenue 2020: $364,019Expenses 2020: $150,281Net Income 2020: $213,7382020Revenue 2021: $220,145Expenses 2021: $154,522Net Income 2021: $65,6232021Revenue 2022: $863,193Expenses 2022: $185,775Net Income 2022: $677,4182022Revenue 2023: -$18,070Expenses 2023: $171,212Net Income 2023: -$189,2822023Revenue 2024: $108,720Expenses 2024: $169,798Net Income 2024: -$61,0782024

Highlighted filing

2022

Revenue$863,193
Expenses$185,775
Net Income$677,418
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 6, 2023
Return Version
2021v4.0
Gross Receipts
$3,961,928
Mission and Program Overview

Mission

Support of the lafayette symphony orchestra.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,514,525$2,940,730▼ $573,795
Savings and Temporary Cash Investments$77,012$130,392▲ $53,380
Prepaid Expenses and Deferred Charges$333$402▲ $69
Total Assets$3,687,666$3,170,588▼ $517,078
Other Assets Total$95,796$99,064▲ $3,268
Liabilities
Accounts Payable and Accrued Expenses$130,000$139,999▲ $9,999
Other Liabilities$8,505$8,731▲ $226
Total Liabilities$138,505$148,730▲ $10,225
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,368,426$2,931,703▼ $436,723
Net Assets Without Donor Restrictions$180,735$90,155▼ $90,580
Total Net Assets Fund Balance$3,549,161$3,021,858▼ $527,303
Total Liabilities and Net Assets / Fund Balance$3,687,666$3,170,588▼ $517,078

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$3,205,436-▼ $273,492-$2,791,944
2020$2,468,431$75,121▲ $783,903-$3,205,436
2019$2,287,313$175,733▲ $108,854-$2,468,431
2018$2,254,398-▲ $145,655-$2,287,313
2017$2,317,647$44,063▼ $1,664-$2,254,398
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Pris GerdeChair
Charlene SullivanVice Chair
Beth MccuskeyDirector
Dana SmithDirector
Dorothy ReedDirector
Greg KappDirector
John McbrideDirector
John SchneiderDirector
Kari HigbeeDirector
Larry SommersDirector
Roger StewartDirector
Ryan MclaughlinDirector
Shirley WestDirector
Rabindra MukerjeaImmediate Pa
David WilliamsSecretary
Kimberley Morisette CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$88,117
Program Service Revenue
$0
Investment Income
$771,807
Other Revenue
$3,269
All Other Contributions
$88,117
Change in Net Assets
$677,418
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$140,000
Other Expenses$45,775
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$140,000--$140,000
Fees for Service Investment Mgmnt Fees-$21,947-$21,947
Insurance-$800-$800
Other Expenses-$632-$632
Fees for Services Accounting-$265-$265
Office Expenses-$166-$166
Total Functional Expenses$140,000$45,775$0$185,775
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lafayette Symphony OrchestraLafayette, IN3General Support$140,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Kimberley Morisette CPATreasurerTax Return FeesNo$265
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
LIABILITIES UNDER UNITRUSTS:UNITRUST$8,731
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
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

“The treasurer prepares the form 990 and a copy is provided to each board member prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Conflict of interest statements are reviewed annually by the board.”

Form 990, Page 6, Part VI, Line 19

“Documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Lafayette Symphony Foundation Inc
EIN
35-2080594
Phone
7657421056
Address
PO BOX 1225, LAFAYETTE, IN 47902-1225

Signing Officer

Name
Kimberley Morisette CPA
Title
Treasurer
Phone
7657426463
Signed
2023-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pris Gerde
Formed
1998
Legal Domicile
In
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
16

Preparer

Firm
Huth Thompson Llp
Address
PO BOX 970, LAFAYETTE, IN 47902-0970
Preparer
Kimberley R Morisette
Phone
7654285000
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Support of the lafayette symphony orchestra, inc.”

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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,170,588
Liabilities
$148,730
Net assets
$3,021,858
Revenue
$863,193
Expenses
$185,775
Net income
$677,418
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.45$0.16$3.30$0.11$0.17$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.23$0.16$3.07$0.02$0.17$0.19
2022Detailed filing. Detailed filing data is available for this year.$3.17$0.15$3.02$0.86$0.19$0.68
2021Detailed filing. Detailed filing data is available for this year.$3.69$0.14$3.55$0.22$0.15$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.90$0.13$2.76$0.36$0.15$0.21
2019Detailed filing. Detailed filing data is available for this year.$2.82$0.13$2.68$0.02$0.15$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.86$0.13$2.73$0.45$0.15$0.30
2017Detailed filing. Detailed filing data is available for this year.$2.80$0.13$2.66$0.33$0.28$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.62$0.13$2.48$0.16$0.17$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.84$0.13$2.71$0.25$0.14$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.49$0.13$2.37$0.13