Civic Intelligence

String Orchestra of the Rockies Inc.

990EZ • Fiscal year 2017 • EIN 36-3348538

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 10, 2017

PO Box 8265Missoula, MT 59807

(406) 493-2990

Siviq Scores

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

Liabilities / Assets

79th percentile

0.11x

Higher debt load relative to assets than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

89th percentile

0.27x

Higher debt load relative to revenue than 89% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

80th percentile

$11,700

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 17.8% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

52nd percentile

3.3%

Faster asset growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

52nd percentile

2.1%

Faster revenue growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$155,590

Up $4,920 (+3.3%) from 2016

Net Assets

Down

$137,721

Down $7,974 (-5.5%) from 2016

Liabilities

Up

$17,869

Up $12,894 (+259%) from 2016

Revenue

Up

$65,831

Up $1,353 (+2.1%) from 2016

Expenses

Up

$73,806

Up $999 (+1.4%) from 2016

Net Income

Up

-$7,975

Up $354 (+4.3%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2014: $173,481Liabilities 2014: $16,979Net Assets 2014: $156,5022014Assets 2015: $161,645Liabilities 2015: $7,621Net Assets 2015: $154,0242015Assets 2016: $150,670Liabilities 2016: $4,975Net Assets 2016: $145,6952016Assets 2017: $155,590Liabilities 2017: $17,869Net Assets 2017: $137,7212017Assets 2018: $148,126Liabilities 2018: $28,872Net Assets 2018: $119,2542018Assets 2019: $168,877Liabilities 2019: $33,553Net Assets 2019: $135,3242019Assets 2020: $180,096Liabilities 2020: $36,694Net Assets 2020: $143,4022020Assets 2021: $224,922Liabilities 2021: $84,202Net Assets 2021: $140,7202021Assets 2022: $187,604Liabilities 2022: $50,356Net Assets 2022: $137,2482022Assets 2023: $193,281Liabilities 2023: $60,635Net Assets 2023: $132,6462023Assets 2024: $233,399Liabilities 2024: $90,024Net Assets 2024: $143,3752024Assets 2025: $278,891Liabilities 2025: $105,906Net Assets 2025: $172,9852025

Highlighted filing

2017

Assets$155,590
Liabilities$17,869
Net Assets$137,721

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2014: $58,254Expenses 2014: $72,205Net Income 2014: -$13,9512014Revenue 2015: $67,574Expenses 2015: $70,052Net Income 2015: -$2,4782015Revenue 2016: $64,478Expenses 2016: $72,807Net Income 2016: -$8,3292016Revenue 2017: $65,831Expenses 2017: $73,806Net Income 2017: -$7,9752017Revenue 2018: $66,527Expenses 2018: $84,994Net Income 2018: -$18,4672018Revenue 2019: $88,591Expenses 2019: $72,521Net Income 2019: $16,0702019Revenue 2020: $68,534Expenses 2020: $60,456Net Income 2020: $8,0782020Revenue 2021: $27,008Expenses 2021: $29,689Net Income 2021: -$2,6812021Revenue 2022: $79,226Expenses 2022: $82,698Net Income 2022: -$3,4722022Revenue 2023: $77,824Expenses 2023: $82,426Net Income 2023: -$4,6022023Revenue 2024: $99,679Expenses 2024: $88,948Net Income 2024: $10,7312024Revenue 2025: $128,708Expenses 2025: $95,398Net Income 2025: $33,3102025

Highlighted filing

2017

Revenue$65,831
Expenses$73,806
Net Income-$7,975
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$67,698
Mission and Program Overview

Mission

To provide music and musical education to the general public.

Program Services

DescriptionGrantsExpenses
TO PRESENT FOUR (4) CONCERTS AND SPONSOR MASTER CLASSES BY GUEST ARTISTS TO THE PUBLIC.-$68,640
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DARI QUICKCoordinatorPT$11,700-$11,700
FERN GLASS BOYDArtistic DirectorPT$1,540-$1,540
MARGARET BALDRIDGEOrch Leader-$600-$600
DARLENE SCHMIDPresidentPT$0--
NICOLE MITCHELLVice PresidePT$0--
KATHY DERRYSecretaryPT$0--
JIM JOURDONNAISTreasurerPT$0--
SUSAN JOHNSONMemberPT$0--
LYN METCALFMemberPT$0--
MARCIA TWILDEMemberPT$0--
NOEL HOELLMemberPT$0--
CYNDY ATENMemberPT$0--
CHRISTINE SOPKOOrch Represe-$0--
Filing and Contact Details

Filer

Filer Name
String Orchestra of the Rockies
EIN
36-3348538
Address
PO BOX 8265, MISSOULA, MT 59807

Signing Officer

Name
Jim Jourdonnais
Title
Treasurer
Signed
2017-11-10

Preparer

Firm
Langel & 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 16

Expenses advertising and promotion 100 general liability insurance 769 flowers - concert stage 162 general & admin - other 419 gifts - concert 279 legal & investment fees 429 licensing fees 228 luncheon/hospitality 181 performance hall rent 260 player mileage reimb 3,810 professional fees 12,357 recording 560 scores - purch/rent 1,616 supplies 852 total 22,022

Form 990-ez, Part II, Line 24

Inventory 590 590 other assets 0 876 total 590 1,466

Form 990-ez, Part II, Line 26

Deferred revenue 4,975 16,769 accounts payable and accrued expense 0 1,100

Raw XML Appendix195 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 100 GENERAL LIABILITY INSURANCE 769 FLOWERS - CONCERT STAGE 162 GENERAL & ADMIN - OTHER 419 GIFTS - CONCERT 279 LEGAL & INVESTMENT FEES 429 LICENSING FEES 228 LUNCHEON/HOSPITALITY 181 PERFORMANCE HALL RENT 260 PLAYER MILEAGE REIMB 3,810 PROFESSIONAL FEES 12,357 RECORDING 560 SCORES - PURCH/RENT 1,616 SUPPLIES 852 TOTAL 22,022
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INVENTORY 590 590 OTHER ASSETS 0 876 TOTAL 590 1,466
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEFERRED REVENUE 4,975 16,769 ACCOUNTS PAYABLE AND ACCRUED EXPENSE 0 1,100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
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ReturnHeader/Filer/EIN0363348538
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ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BENJAMIN F YONCE CPA CVA
ReturnHeader/ReturnTs02017-11-10T14:29:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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