Civic Intelligence

Springfield Symphony Orchestra Endowment Trust 06671016

990EZ • Fiscal year 2023 • EIN 37-6079946

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 30, 2024

Organization ProfileN/A
PO Box 0634Milwaukee, WI 53201-0634

(314) 418-2643

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

7th percentile

-78%

Higher net margin than 7% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$3,742

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 23.5% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

39th percentile

-4.7%

Faster asset growth than 39% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

38th percentile

-5.1%

Faster revenue growth than 38% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$252,730

Down $12,383 (-4.7%) from 2022

Net Assets

Down

$252,730

Down $12,383 (-4.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin7th percentile

Revenue

Down

$15,957

Down $862 (-5.1%) from 2022

Expenses

Up

$28,334

Up $18,620 (+192%) from 2022

Net Income

Down

-$12,377

Down $19,482 (-274%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$300K$200K$100K$0Assets 2011: $208,776Liabilities 2011: $02011Assets 2012: $214,540Liabilities 2012: $02012Assets 2013: $214,897Liabilities 2013: $02013Assets 2014: $238,617Liabilities 2014: $02014Assets 2015: $237,896Liabilities 2015: $0Net Assets 2015: $237,8962015Assets 2016: $237,034Liabilities 2016: $0Net Assets 2016: $237,0342016Assets 2017: $240,821Liabilities 2017: $0Net Assets 2017: $240,8212017Assets 2018: $244,984Liabilities 2018: $0Net Assets 2018: $244,9842018Assets 2019: $252,530Liabilities 2019: $0Net Assets 2019: $252,5302019Assets 2020: $251,669Liabilities 2020: $0Net Assets 2020: $251,6692020Assets 2021: $258,420Liabilities 2021: $0Net Assets 2021: $258,4202021Assets 2022: $265,113Liabilities 2022: $0Net Assets 2022: $265,1132022Assets 2023: $252,730Liabilities 2023: $0Net Assets 2023: $252,7302023Assets 2024: $275,975Liabilities 2024: $0Net Assets 2024: $275,9752024

Highlighted filing

2023

Assets$252,730
Liabilities$0
Net Assets$252,730
Open 2023 Filing

Operations Trend

Revenue Growth38th percentile

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

$40K$20K$0-$20KRevenue 2011: $8,196Expenses 2011: $8,665Net Income 2011: -$4692011Revenue 2012: $14,452Expenses 2012: $8,688Net Income 2012: $5,7642012Revenue 2013: $9,133Expenses 2013: $8,776Net Income 2013: $3572013Revenue 2014: $33,264Expenses 2014: $9,544Net Income 2014: $23,7202014Revenue 2015: $8,176Expenses 2015: $8,897Net Income 2015: -$7212015Revenue 2016: $7,806Expenses 2016: $8,640Net Income 2016: -$8342016Revenue 2017: $12,608Expenses 2017: $8,718Net Income 2017: $3,8902017Revenue 2018: $12,828Expenses 2018: $8,648Net Income 2018: $4,1802018Revenue 2019: $17,679Expenses 2019: $9,829Net Income 2019: $7,8502019Revenue 2020: $8,136Expenses 2020: $8,770Net Income 2020: -$6342020Revenue 2021: $15,496Expenses 2021: $9,139Net Income 2021: $6,3572021Revenue 2022: $16,819Expenses 2022: $9,714Net Income 2022: $7,1052022Revenue 2023: $15,957Expenses 2023: $28,334Net Income 2023: -$12,3772023Revenue 2024: $32,289Expenses 2024: $8,948Net Income 2024: $23,3412024

Highlighted filing

2023

Revenue$15,957
Expenses$28,334
Net Income-$12,377
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 30, 2024
Return Version
2023v5.0
Gross Receipts
$105,907
Mission and Program Overview

Mission

Supporting illinois symphony orchestra

Program Services

DescriptionGrantsExpenses
ILLINOIS SYMPHONY ORCHESTRA$23,646$23,646
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,742-$3,742
Filing and Contact Details

Filer

Filer Name
Springfield Symphony Orchestra Endowment
EIN
37-6079946
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3144182643
Signed
2024-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“OTHER INCOME 9”

Form 990-EZ, Part I, Line 16

“State filing fee 15 foreign taxes paid 181”

Form 990-EZ, Part I, Line 20

“ROUNDING 6”

Form 990-EZ, Part II, Line 24

“000000000 miscellaneous entry 188”

Raw XML Appendix152 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0US BANK NA
IRS990EZ/BooksInCareOfDetail/PhoneNum03144182643
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 0634
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MILWAUKEE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053201
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0264995
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0252542
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt089950
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12377
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0750
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0265113
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0252730
IRS990EZ/GainOrLossFromSaleOfAssetsAmt07277
IRS990EZ/GrantsAndSimilarAmountsPaidAmt023646
IRS990EZ/GrossReceiptsAmt0105907
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt08671
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0265113
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0252730
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0265113
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0252730
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0US BANK NA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt03742
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0118
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0188
IRS990EZ/OtherChangesInNetAssetsAmt0-6
IRS990EZ/OtherExpensesTotalAmt0196
IRS990EZ/OtherRevenueTotalAmt09
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORTING ILLINOIS SYMPHONY ORCHESTRA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ILLINOIS SYMPHONY ORCHESTRA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt023646
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023646
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt03742
IRS990EZ/SaleOfAssetsGrossAmt097227
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt028334
IRS990EZ/TotalProgramServiceExpensesAmt023646
IRS990EZ/TotalRevenueAmt015957
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0371312674
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt023646
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0IL SYMPHONY ORCHESTRA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt023646
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 9
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STATE FILING FEE 15 FOREIGN TAXES PAID 181
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROUNDING 6
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3000000000 MISCELLANEOUS ENTRY 188
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03144182643
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPRINGFIELD SYMPHONY ORCHESTRA ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0SPRI
ReturnHeader/Filer/EIN0376079946
ReturnHeader/Filer/PhoneNum03144182643
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-05T15:01:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$252,730
Liabilities
$0
Net assets
$252,730
Revenue
$15,957
Expenses
$28,334
Net income
-$12,377
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.00$2.76$0.32$0.09$0.23
2023Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.16$0.28$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.00$2.65$0.17$0.10$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.00$2.58$0.15$0.09$0.06
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.52$0.00$2.52$0.08$0.09$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.00$2.53$0.18$0.10$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.00$2.45$0.13$0.09$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.13$0.09$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.08$0.09$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.08$0.09$0.01
2014Summary only. Only limited summary data is available for this year.$2.39$0.00$0.33$0.10$0.24
2013Summary only. Only limited summary data is available for this year.$2.15$0.00$0.09$0.09$0.00
2012Summary only. Only limited summary data is available for this year.$2.15$0.00$0.14$0.09$0.06
2011Summary only. Only limited summary data is available for this year.$2.09$0.00$0.08$0.09$0.00