Liabilities / Assets
84th percentile
Higher debt load relative to assets than 84% of similar nonprofits.
String Orchestra of the Rockies
EIN 36-3348538 • 501(c)3 • Missoula, MT
Profile
To provide music and musical education to the general public.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.27x
Liabilities / Revenue
93rd percentile
Higher debt load relative to revenue than 93% of similar nonprofits.
Net Margin
37th percentile
Higher net margin than 37% of similar nonprofits.
Top Officer Pay
90th percentile
Higher top officer pay than 90% of similar nonprofits.
Top officer pay equals 48.7% of source-year revenue.
Asset Growth
33rd percentile
Faster asset growth than 33% of similar nonprofits.
Revenue Growth
95th percentile
Faster revenue growth than 95% of similar nonprofits.
Balance Sheet
Assets
Up$278,891
Up $45,492 (+19%) from 2024
Liabilities
Up$105,906
Up $15,882 (+18%) from 2024
Net Assets
Up$172,985
Up $29,610 (+21%) from 2024
Revenue
Up$128,708
Up $29,029 (+29%) from 2024
Expenses
Up$95,398
Up $6,450 (+7.3%) from 2024
Net Income
Up$33,310
Up $22,579 (+210%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $278,891
- Liabilities
- $105,906
- Net assets
- $172,985
- Revenue
- $128,708
- Expenses
- $95,398
- Net income
- $33,310
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Mar 31, 2026
- Return Version
- 2024v5.0
- Gross Receipts
- $128,708
Mission and Program Overview
Mission
To provide music and musical education to the general public.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO PRESENT TO THE PUBLIC FOUR (4) CONCERTS AND SPONSOR MASTERCLASSES BY GUEST ARTISTS. | - | $85,130 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| TOM COOK | Executive Di | PT | $14,400 | - | $14,400 |
| MARIA LARIONOFF | Artistic Director | PT | $2,000 | - | $2,000 |
| ROYCE ENGSTROM | President | PT | $0 | - | - |
| MARGARET BALDRIDGE | Orch Leader | PT | $0 | - | - |
| ADAM COLLINS | Orch Represe | PT | $0 | - | - |
| DONNA MENDELSON | Secretary | PT | $0 | - | - |
| JAMES WILEY | Treasurer | - | $0 | - | - |
| KATHY MANN BARTLETT | Vice Preside | PT | $0 | - | - |
| DEIRDRE SWANSON | Member | - | $0 | - | - |
| LAURA HAYTHORNTHWAITE | Member | - | $0 | - | - |
| JO MAY SALONEN | Member | - | $0 | - | - |
| DUDLEY ANDERSON | Member | - | $0 | - | - |
| STEVE BAHLS | Member | - | $0 | - | - |
| MARGARET TONON | Memner | - | $0 | - | - |
| MEGAN STARK | Member | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- String Orchestra of the Rockies
- EIN
- 36-3348538
- Phone
- 4064932990
- Address
- PO BOX 8265, MISSOULA, MT 59807
Signing Officer
- Name
- James Wiley
- Title
- Treasurer
- Phone
- 4064932990
- Signed
- 2026-03-31
Preparer
- Firm
- Langel Yonce & Associates Pc
- Address
- 3819 STEPHENS AVE STE 100, MISSOULA, MT 59801-6853
- Preparer
- Benjamin F Yonce CPA Cva
- Phone
- 4067288858
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“Advertising income 3,700 total 3,700”
Form 990-ez, Part I, Line 16
“Expenses concert gifts 10 concert promo 2,127 internet advertising 2,806 promo - newspaper 2,016 promo - radio 1,092 website 700 donor letters 1,901 travel 8,811 d&o insurance 1,584 ascap/bmi fees 748 computer software 378 design 1,715 livestream concert expens 688 office supplies 599 online fees 2,535 other exenses 3,982 programs 2,528 scholarship 1,000 scores purchase and rent 1,219 stage manager 360 telephone 171 total 36,970”
Form 990-ez, Part I, Line 20
“Prior period adjustment -3,700”
Form 990-ez, Part II, Line 24
“Accounts receivable 3,700 0 prepaid expenses and deferred charges 0 100 computer 2,715 2,715 less accumulated depreciation 2,715 2,715 t-shirt inventory 0 0 total 3,700 100”
Form 990-ez, Part II, Line 26
“Deferred revenue 90,024 105,906”
Raw XML Appendix209 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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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | KATHY MANN BARTLETT |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 14 | MEGAN STARK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | ORCH LEADER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | ORCH REPRESE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | ARTISTIC DIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | EXECUTIVE DI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | MEMBER |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | MEMBER |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 13 | MEMNER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 14 | MEMBER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 3700 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 100 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -3700 |
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| IRS990EZ/OtherRevenueTotalAmt | 0 | 3700 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROVIDE MUSIC AND MUSICAL EDUCATION TO THE GENERAL PUBLIC. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 2428 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 39879 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO PRESENT TO THE PUBLIC FOUR (4) CONCERTS AND SPONSOR MASTERCLASSES BY GUEST ARTISTS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 85130 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
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| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
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| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
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| IRS990EZ/TanningServicesProvidedInd | 0 | false |
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| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 85130 |
| IRS990EZ/TotalRevenueAmt | 0 | 128708 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
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| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.SORMT.ORG |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd | 0 | true |
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| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.05000 |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ADVERTISING INCOME 3,700 TOTAL 3,700 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES CONCERT GIFTS 10 CONCERT PROMO 2,127 INTERNET ADVERTISING 2,806 PROMO - NEWSPAPER 2,016 PROMO - RADIO 1,092 WEBSITE 700 DONOR LETTERS 1,901 TRAVEL 8,811 D&O INSURANCE 1,584 ASCAP/BMI FEES 748 COMPUTER SOFTWARE 378 DESIGN 1,715 LIVESTREAM CONCERT EXPENS 688 OFFICE SUPPLIES 599 ONLINE FEES 2,535 OTHER EXENSES 3,982 PROGRAMS 2,528 SCHOLARSHIP 1,000 SCORES PURCHASE AND RENT 1,219 STAGE MANAGER 360 TELEPHONE 171 TOTAL 36,970 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | PRIOR PERIOD ADJUSTMENT -3,700 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACCOUNTS RECEIVABLE 3,700 0 PREPAID EXPENSES AND DEFERRED CHARGES 0 100 COMPUTER 2,715 2,715 LESS ACCUMULATED DEPRECIATION 2,715 2,715 T-SHIRT INVENTORY 0 0 TOTAL 3,700 100 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DEFERRED REVENUE 90,024 105,906 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 26 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JAMES WILEY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4064932990 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2026-03-31 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | STRING ORCHESTRA OF THE ROCKIES |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | STRI |
| ReturnHeader/Filer/EIN | 0 | 363348538 |
| ReturnHeader/Filer/PhoneNum | 0 | 4064932990 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 8265 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MISSOULA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 59807 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 810513444 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | LANGEL YONCE & ASSOCIATES PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3819 STEPHENS AVE STE 100 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | MISSOULA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 598016853 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4067288858 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2026-03-09 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | BENJAMIN F YONCE CPA CVA |
| ReturnHeader/ReturnTs | 0 | 2026-03-09T11:14:12-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
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