Civic Intelligence

Rochester Symphony Orchestra Society Inc.

990EZ • Fiscal year 2015 • EIN 38-1875281

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 04, 2015

Organization ProfileWWW.RHPL.ORG/RSO/RSO_SOCIETY.HTML
PO Box 80262Rochester, MI 48308-0262

(248) 652-0400

Siviq Scores

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

Liabilities / Assets

87th percentile

0.38x

Higher debt load relative to assets than 87% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

81st percentile

0.10x

Higher debt load relative to revenue than 81% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

92nd percentile

126%

Faster asset growth than 92% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

37th percentile

-7.3%

Faster revenue growth than 37% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$26,603

Up $14,854 (+126%) from 2014

Net Assets

Up

$16,603

Up $14,854 (+849%) from 2014

Liabilities

Flat

$10,000

Flat from 2014

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin69th percentile

Revenue

Down

$105,153

Down $8,295 (-7.3%) from 2014

Expenses

Down

$90,940

Down $25,261 (-22%) from 2014

Net Income

Up

$14,213

Up $16,966 (+616%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$150K$100K$50K$0-$50KAssets 2011: $1,529Liabilities 2011: $10,500Net Assets 2011: -$8,9712011Assets 2012: $16,928Liabilities 2012: $02012Assets 2013: $4,502Liabilities 2013: $0Net Assets 2013: $4,5022013Assets 2014: $11,749Liabilities 2014: $10,000Net Assets 2014: $1,7492014Assets 2015: $26,603Liabilities 2015: $10,000Net Assets 2015: $16,6032015Assets 2016: $32,621Liabilities 2016: $10,000Net Assets 2016: $22,6212016Assets 2017: $30,736Liabilities 2017: $0Net Assets 2017: $30,7362017Assets 2018: $30,269Liabilities 2018: $0Net Assets 2018: $30,2692018Assets 2019: $34,029Liabilities 2019: $0Net Assets 2019: $34,0292019Assets 2020: $52,129Liabilities 2020: $0Net Assets 2020: $52,1292020Assets 2021: $86,477Liabilities 2021: $0Net Assets 2021: $86,4772021Assets 2022: $66,685Liabilities 2022: $0Net Assets 2022: $66,6852022Assets 2023: $75,592Liabilities 2023: $0Net Assets 2023: $75,5922023Assets 2024: $102,254Net Assets 2024: $102,2542024

Highlighted filing

2015

Assets$26,603
Liabilities$10,000
Net Assets$16,603
Open 2015 Filing

Operations Trend

Revenue Growth37th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $87,132Expenses 2011: $83,180Net Income 2011: $3,9522011Revenue 2012: $111,336Expenses 2012: $83,338Net Income 2012: $27,9982012Revenue 2013: $86,457Expenses 2013: $98,883Net Income 2013: -$12,4262013Revenue 2014: $113,448Expenses 2014: $116,201Net Income 2014: -$2,7532014Revenue 2015: $105,153Expenses 2015: $90,940Net Income 2015: $14,2132015Revenue 2016: $97,904Expenses 2016: $92,526Net Income 2016: $5,3782016Revenue 2017: $107,821Expenses 2017: $108,617Net Income 2017: -$7962017Revenue 2018: $113,997Expenses 2018: $114,840Net Income 2018: -$8432018Revenue 2019: $119,356Expenses 2019: $115,289Net Income 2019: $4,0672019Revenue 2020: $97,635Expenses 2020: $79,535Net Income 2020: $18,1002020Revenue 2021: $48,333Expenses 2021: $14,413Net Income 2021: $33,9202021Revenue 2022: $128,099Expenses 2022: $128,892Net Income 2022: -$7932022Revenue 2023: $140,258Expenses 2023: $131,351Net Income 2023: $8,9072023Revenue 2024: $166,034Expenses 2024: $139,372Net Income 2024: $26,6622024

Highlighted filing

2015

Revenue$105,153
Expenses$90,940
Net Income$14,213
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 4, 2015
Return Version
2014v5.0
Gross Receipts
$105,153
Mission and Program Overview

Mission

Community enrichment through orchestra music

Program Services

DescriptionGrantsExpenses
PERFORMANCES - CLASSICAL, POP AND CHILDRENS CONCERTS; YOUNG ARTIST COMPETITION.-$90,940
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES FLYNNPresident-$0--
RITA MAYVice-Prs./Pr-$0--
DONALD E KLECKNERRecording Se-$0--
PHYLLIS RELYEACorresp. Sec-$0--
MARIANNA LARROQUETTETreasurer-$0--
DORIS KENNEDYTicket Manag-$0--
SUSAN JOULPersonnel/Li-$0--
NANCY STOCKINGAdvertising-$0--
Filing and Contact Details

Filer

Filer Name
Rochester Symphony Orchestra
EIN
38-1875281
Phone
2486520400
Address
PO BOX 80262, ROCHESTER, MI 48308-0262

Signing Officer

Name
Marianna Larroquette
Title
Treasurer
Phone
2486520400
Signed
2015-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Rochester Certified Public Accountants
Address
445 SOUTH LIVERNOIS ROAD SUITE 100, ROCHESTER HILLS, MI 48307-2575
Preparer
Gerald J Wanket
Phone
2486569118
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses loan interest 127 accounting fees 350 ach 1,015 chamber of commerce 200 checks 86 director 10,000 donor lunch 678 grant 100 guest artist 2,600 insurance 1,704 licenses & permits 565 loc fee 10,170 music rental 634 musicians 45,909 personnel manager 4,400 po box 62 postage & delivery 1,105 printing & reproduction 1,365 program brochure 3,117 rent 1,770 telephone 580 ticket manager 2,500 union dues 573 yac winner 1,000 young artist judges 330 total 90,940”

Form 990-ez, Part I, Line 20

“Adjusted opening balance 641”

Form 990-ez, Part II, Line 26

“Huntington bank loc 10,000 10,000”

Raw XML Appendix149 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/PersonNm0RITA MAY
IRS990EZ/BooksInCareOfDetail/PhoneNum02486529154
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05955 COBB CREEK RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0483062478
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011749
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026603
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0105153
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014213
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011749
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026603
IRS990EZ/GrossReceiptsAmt0105153
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01749
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016603
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01749
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016603
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLES FLYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RITA MAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DONALD E KLECKNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PHYLLIS RELYEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARIANNA LARROQUETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DORIS KENNEDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SUSAN JOUL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7NANCY STOCKING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRS./PR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CORRESP. SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TICKET MANAG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PERSONNEL/LI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7ADVERTISING
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0641
IRS990EZ/OtherExpensesTotalAmt090940
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY ENRICHMENT THROUGH ORCHESTRA MUSIC
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PERFORMANCES - CLASSICAL, POP AND CHILDRENS CONCERTS; YOUNG ARTIST COMPETITION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt090940
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt090940
IRS990EZ/TotalProgramServiceExpensesAmt090940
IRS990EZ/TotalRevenueAmt0105153
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.RHPL.ORG/RSO/RSO_SOCIETY.HTML
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0105153
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0113448
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt086457
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0111336
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt087132
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0503526
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0503526
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0105153
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0113448
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt086457
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0111336
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt087132
IRS990ScheduleA/Total509Grp/TotalAmt0503526
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0105153
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0113448
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt086457
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0111336
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt087132
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0503526
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES LOAN INTEREST 127 ACCOUNTING FEES 350 ACH 1,015 CHAMBER OF COMMERCE 200 CHECKS 86 DIRECTOR 10,000 DONOR LUNCH 678 GRANT 100 GUEST ARTIST 2,600 INSURANCE 1,704 LICENSES & PERMITS 565 LOC FEE 10,170 MUSIC RENTAL 634 MUSICIANS 45,909 PERSONNEL MANAGER 4,400 PO BOX 62 POSTAGE & DELIVERY 1,105 PRINTING & REPRODUCTION 1,365 PROGRAM BROCHURE 3,117 RENT 1,770 TELEPHONE 580 TICKET MANAGER 2,500 UNION DUES 573 YAC WINNER 1,000 YOUNG ARTIST JUDGES 330 TOTAL 90,940
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADJUSTED OPENING BALANCE 641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HUNTINGTON BANK LOC 10,000 10,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIANNA LARROQUETTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02486520400
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROCHESTER SYMPHONY ORCHESTRA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0ROCH
ReturnHeader/Filer/EIN0381875281
ReturnHeader/Filer/PhoneNum02486520400
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 80262
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0483080262
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300340436
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROCHESTER CERTIFIED PUBLIC ACCOUNTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0445 SOUTH LIVERNOIS ROAD SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0483072575
ReturnHeader/PreparerPersonGrp/PhoneNum02486569118
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERALD J WANKET
ReturnHeader/ReturnTs02015-11-04T15:06:21-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,603
Liabilities
$10,000
Net assets
$16,603
Revenue
$105,153
Expenses
$90,940
Net income
$14,213
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.02$1.02$1.66$1.39$0.27
2023Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$1.40$1.31$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$1.28$1.29$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.48$0.14$0.34
2020Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.98$0.80$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$1.19$1.15$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$1.14$1.15$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$1.08$1.09$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.33$0.10$0.23$0.98$0.93$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.27$0.10$0.17$1.05$0.91$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.12$0.10$0.02$1.13$1.16$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.00$0.05$0.86$0.99$0.12
2012Summary only. Only limited summary data is available for this year.$0.17$0.00$1.11$0.83$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.11$0.09$0.87$0.83$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits