Civic Intelligence

Rochester Symphony Orchestra Society Inc.

990EZ • Fiscal year 2016 • EIN 38-1875281

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 15, 2016

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

85th percentile

0.31x

Higher debt load relative to assets than 85% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

82nd percentile

0.10x

Higher debt load relative to revenue than 82% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

55th percentile

5.5%

Higher net margin than 55% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

38th percentile

-6.9%

Faster revenue growth than 38% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$32,621

Up $6,018 (+23%) from 2015

Net Assets

Up

$22,621

Up $6,018 (+36%) from 2015

Liabilities

Flat

$10,000

Flat from 2015

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin55th percentile

Revenue

Down

$97,904

Down $7,249 (-6.9%) from 2015

Expenses

Up

$92,526

Up $1,586 (+1.7%) from 2015

Net Income

Down

$5,378

Down $8,835 (-62%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2016

Assets$32,621
Liabilities$10,000
Net Assets$22,621
Open 2016 Filing

Operations Trend

Revenue Growth38th 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

2016

Revenue$97,904
Expenses$92,526
Net Income$5,378
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 15, 2016
Return Version
2015v2.1
Gross Receipts
$97,904
Mission and Program Overview

Mission

Community enrichment through orchestra music

Program Services

DescriptionGrantsExpenses
PERFORMANCES - CLASSICAL, POP AND CHILDRENS CONCERTS; YOUNG ARTIST COMPETITION.-$92,526
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
2483751277
Signed
2016-08-15
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 chamber of commerce 115 charging fees 358 director 10,000 grant 50 guest artist 3,300 instru. Cartage 50 insurance 1,708 keyboard & acc. 1,585 licenses & permits 642 loc fee 125 marketing 1,072 music rental 811 musicians 50,398 personnel manager 4,400 po box 66 postage & delivery 1,721 printing & reproduction 2,765 program brochure 1,464 rent 4,211 stage manager 360 tablet & acces. 165 telephone 558 ticket manager 2,500 union dues 577 video taping 1,800 yac winner 1,000 young artist judges 375 total 92,176”

Form 990-ez, Part I, Line 20

“Adjusted opening balance 640”

Form 990-ez, Part II, Line 26

“Huntington bank loc 10,000 10,000”

Raw XML Appendix150 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0MARIANNA LARROQUETTE
IRS990EZ/BooksInCareOfDetail/PhoneNum02483751277
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02678 WINTER PARK RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER HILLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048309
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026603
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032621
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt097904
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05378
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/GrossReceiptsAmt097904
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016603
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022621
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022621
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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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/OtherChangesInNetAssetsAmt0640
IRS990EZ/OtherExpensesTotalAmt092176
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/ProgramServiceExpensesAmt092526
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt092526
IRS990EZ/TotalProgramServiceExpensesAmt092526
IRS990EZ/TotalRevenueAmt097904
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.RHPL.ORG/RSO/RSO_SOCIETY.HTML
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt097904
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0105153
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0113448
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt086457
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0111336
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0514298
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0514298
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt097904
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0105153
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0113448
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt086457
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0111336
IRS990ScheduleA/Total509Grp/TotalAmt0514298
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt097904
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0105153
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0113448
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt086457
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0111336
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0514298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CHAMBER OF COMMERCE 115 CHARGING FEES 358 DIRECTOR 10,000 GRANT 50 GUEST ARTIST 3,300 INSTRU. CARTAGE 50 INSURANCE 1,708 KEYBOARD & ACC. 1,585 LICENSES & PERMITS 642 LOC FEE 125 MARKETING 1,072 MUSIC RENTAL 811 MUSICIANS 50,398 PERSONNEL MANAGER 4,400 PO BOX 66 POSTAGE & DELIVERY 1,721 PRINTING & REPRODUCTION 2,765 PROGRAM BROCHURE 1,464 RENT 4,211 STAGE MANAGER 360 TABLET & ACCES. 165 TELEPHONE 558 TICKET MANAGER 2,500 UNION DUES 577 VIDEO TAPING 1,800 YAC WINNER 1,000 YOUNG ARTIST JUDGES 375 TOTAL 92,176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADJUSTED OPENING BALANCE 640
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/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIANNA LARROQUETTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02483751277
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-15
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/PreparationDt02016-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERALD J WANKET
ReturnHeader/ReturnTs02016-08-29T14:13:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,621
Liabilities
$10,000
Net assets
$22,621
Revenue
$97,904
Expenses
$92,526
Net income
$5,378
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