Civic Intelligence

Southwest Symphony Orchestra

990 • Fiscal year 2022 • EIN 36-6149245

Jun 01, 2021 to May 31, 2022 • Filed on Sep 17, 2022

6601 W College Drive Ste Box 270Palos Heights, IL 60463-1768

(708) 802-0686

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.04x

Higher debt load relative to assets than 73% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

75th percentile

0.03x

Higher debt load relative to revenue than 75% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

43rd percentile

0.9%

Higher net margin than 43% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

86th percentile

$23,323

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 20.4% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Assets

$103,023

No earlier filing loaded for comparison.

Net Assets

$99,161

No earlier filing loaded for comparison.

Liabilities

$3,862

No earlier filing loaded for comparison.

Revenue

$114,497

No earlier filing loaded for comparison.

Expenses

$113,506

No earlier filing loaded for comparison.

Net Income

$991

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2022: $103,023Liabilities 2022: $3,862Net Assets 2022: $99,1612022Assets 2023: $93,371Liabilities 2023: $1,917Net Assets 2023: $91,4542023Assets 2024: $94,682Liabilities 2024: $1,496Net Assets 2024: $93,1862024Assets 2025: $96,786Liabilities 2025: $300Net Assets 2025: $96,4862025

Highlighted filing

2022

Assets$103,023
Liabilities$3,862
Net Assets$99,161

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2022: $114,497Expenses 2022: $113,506Net Income 2022: $9912022Revenue 2023: $115,469Expenses 2023: $123,176Net Income 2023: -$7,7072023Revenue 2024: $143,186Expenses 2024: $141,454Net Income 2024: $1,7322024Revenue 2025: $127,769Expenses 2025: $124,468Net Income 2025: $3,3012025

Highlighted filing

2022

Revenue$114,497
Expenses$113,506
Net Income$991
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Sep 17, 2022
Return Version
2021v4.2
Gross Receipts
$139,094
Mission and Program Overview

Mission

Present low cost/high quality symphonic music

To present classical music concerts in the SW Chicago metro area by an orchestra consisting of volunteer and paid musicians from Chicago area

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$74,341$69,645▼ $4,696
Savings and Temporary Cash Investments$23,500$24,000▲ $500
Cash and Non-Interest-Bearing Accounts$475$2,880▲ $2,405
Prepaid Expenses and Deferred Charges$2,866$538▼ $2,328
Total Assets$107,142$103,023▼ $4,119
Other Assets Total$5,960$5,960→ $0
Liabilities
Deferred Revenue$8,972$3,862▼ $5,110
Total Liabilities$8,972$3,862▼ $5,110
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$98,170$99,161▲ $991
Total Net Assets Fund Balance$98,170$99,161▲ $991
Total Liabilities and Net Assets / Fund Balance$107,142$103,023▼ $4,119

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$5,960--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shari EbertRecording SecretaryPT$5,380$23,323$23,323
Rosanne C ArnoldPresident and DirectorPT-$5,380$5,380
James BrettCorresponding Secretar--$1,225$1,225

Board Members and Trustees

NameTitle
Carol BronkhorstDirector
David CraneDirector
Jorge AlvarezDirector
Linda MaguireDirector
Tom W HallettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$77,211
Program Service Revenue
$48,168
Investment Income
$-4,691
Other Revenue
$-6,191
All Other Contributions
$51,957
Change in Net Assets
$991
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$113,506
Total Fundraising Expense$2,704
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$72,283$2,957-$75,240
Office Expenses$13,302$295$2,584$16,181
Advertising$6,912--$6,912
Other Expenses$5,796--$5,796
Occupancy$5,160--$5,160
All Other Expenses$2,133$349$120$2,602
Insurance$386$257-$643
Royalties$631--$631
Information Technology-$341-$341
Total Functional Expenses$9,123$233$2,543$11,899
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$21,752
Fundraising Gross Income$14,233
Gaming Direct Expenses$2,845
Gaming Gross Income$2,008
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$29,500$14,146$13,593$553
Candy Sales$87$87-$87
Total Events$29,587$14,233$21,539$-7,306
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
Yes
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 11B

REviewed at Board of Directors meeting

Part VI Line 15A or B

Music Director, General Manager, and Musicians - Study performed annually

Part VI Line 19

Upon request

Filing and Contact Details

Filer

Filer Name
Southwest Symphony Orchestra
EIN
36-6149245
In Care Of
% Tom Hallett
Phone
7088020686
Address
6601 W College Drive Ste Box 270, Palos Heights, IL 60463-1768

Signing Officer

Name
Tom Hallett
Title
Treasurer
Phone
7088020686
Signed
2022-09-17

Organization Details

Principal Officer
Rosanne C Arnold
Formed
1967
Legal Domicile
Il
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
75
Supplemental Narrative

Additional Explanations

Part IX Line 11G

Music Director Total expenses - $23323.00 Program service expenses - $20991.00 Mgmt and general expenses - $2332.00 Fundraising expenses - $0.00

Part IX Line 11G

Orchestra Manager Total expenses - $2850.00 Program service expenses - $2565.00 Mgmt and general expenses - $285.00 Fundraising expenses - $0.00

Part IX Line 11G

Orchestra Librarian Total expenses - $2530.00 Program service expenses - $2277.00 Mgmt and general expenses - $253.00 Fundraising expenses - $0.00

Part IX Line 11G

Stage Manager Total expenses - $870.00 Program service expenses - $783.00 Mgmt and general expenses - $87.00 Fundraising expenses - $0.00

Part IX Line 11G

Musicians Total expenses - $39567.00 Program service expenses - $39567.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part IX Line 11G

Soloists Total expenses - $6100.00 Program service expenses - $6100.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part I Line 8

Concert Program Advertising Revenues - $1,985

Part I Line 16

Other Expenses:

Part I Line 16

Music Royalties 631

Part I Line 16

Bank Charges 861

Part I Line 16

Other Concert Expenses 276

Part I Line 16

Insurance Expense 643

Part I Line 16

Licenses & Fees 10

Part I Line 16

Music Rentals and Purchases 5,796

Part I Line 16

Office Supplies 103

Part I Line 16

Concert Audio/Visual Expenses 966

Part I Line 16

Other Expenses 0

Part I Line 16

Tax Preparation Expenses 208

Part I Line 16

Telephone Expenses 281

Part I Line 16

Software and Internet Expenses 341

Part I Line 16

Advertising Expense 6,912

Part I Line 16

Total Other Expenses 17,028

Part II Line 24

Other Assets: Beg of Year End of Year

Part II Line 24

Inventory 5,960 5,960

Part II Line 24

Prepaid Expenses 2,866 538

Part II Line 24

Total Other Assets 8,826 6,498

Part II Line 26

Total Liabilities: Beg of Year End of Year

Part II Line 26

Deferred Ticket Sales 8,337 3,862

Part II Line 26

Deferred Advertising Revenues 635 0

Part II Line 26

Total Liabilities 8,972 3,862

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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt077211
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt045084
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt042350
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt056294
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt058320
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0279259
IRS990ScheduleA/TotalSupportAmt0303601
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt0848
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0848
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/DisclosedForCharitablePrpsInd0false
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt05960
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Cello
IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueOtherAssetsAmt05960
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt015354
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt015354
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021539
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0525
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0525
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Candy Sales
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Gala
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt07421
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07421
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt087
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt029500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt029587
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt087
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014146
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014233
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-7306
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013593
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013593
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt05380
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt11225
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt223323
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROSANNE C ARNOLD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JAMES BRETT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2SHARI EBERT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3TOM W HALLETT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4JORGE ALVAREZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm5CAROL BRONKHORST
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm6DAVID CRANE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm7LINDA MAGUIRE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President and Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Corresponding Secretar
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Recording Secretary
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3Treasurer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt5Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt6Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt7Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt05380
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt11225
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt223323
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SubstantiationRequiredInd0true
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0No such payments made or benefits provided.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1No salaried employees. All 1099 payments based on contracted amounts.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt2Musicians paid according to union contract. By board agreement, other
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt3services contracted after review of similar roles of other orchestras.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt4Line 1, Shari Ebert, in addition to volunteer officer/director
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt5position, 1099 contract payments as Orchstra Manager.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt6Line 2, Tom Hallett, in addition to volunteer officer/director position,
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt71099 payments as paid musician (in accordance with Union Contract).
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt8Line 3, David Crane, in addition to volunteer officer/director
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt9position, 1099 contract payments as music director.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 1a
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 1b
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, Line 3
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I, Line 3
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc4Part II
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc5Part II
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc6Part II
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc7Part II
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc8Part II
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc9Part II
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REviewed at Board of Directors meeting
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Music Director, General Manager, and Musicians - Study performed annually
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Music Director Total expenses - $23323.00 Program service expenses - $20991.00 Mgmt and general expenses - $2332.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Orchestra Manager Total expenses - $2850.00 Program service expenses - $2565.00 Mgmt and general expenses - $285.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Orchestra Librarian Total expenses - $2530.00 Program service expenses - $2277.00 Mgmt and general expenses - $253.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Stage Manager Total expenses - $870.00 Program service expenses - $783.00 Mgmt and general expenses - $87.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Musicians Total expenses - $39567.00 Program service expenses - $39567.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Soloists Total expenses - $6100.00 Program service expenses - $6100.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Concert Program Advertising Revenues - $1,985
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Other Expenses:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Music Royalties 631
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Bank Charges 861
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Other Concert Expenses 276
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Insurance Expense 643
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Licenses & Fees 10

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