Civic Intelligence

Rochester Symphony Orchestra Society Inc.

990EZ • Fiscal year 2020 • EIN 38-1875281

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 31, 2020

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

68th percentile

19%

Higher net margin than 68% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

81st percentile

53%

Faster asset growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

46th percentile

-18%

Faster revenue growth than 46% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$52,129

Up $18,100 (+53%) from 2019

Net Assets

Up

$52,129

Up $18,100 (+53%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin68th percentile

Revenue

Down

$97,635

Down $21,721 (-18%) from 2019

Expenses

Down

$79,535

Down $35,754 (-31%) from 2019

Net Income

Up

$18,100

Up $14,033 (+345%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2020

Assets$52,129
Liabilities$0
Net Assets$52,129
Open 2020 Filing

Operations Trend

Revenue Growth46th 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

2020

Revenue$97,635
Expenses$79,535
Net Income$18,100
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 31, 2020
Return Version
2019v5.0
Gross Receipts
$97,635
Mission and Program Overview

Mission

Community enrichment through orchestra music

Program Services

DescriptionGrantsExpenses
PERFORMANCES - CLASSICAL, POP AND CHILDRENS CONCERTS; YOUNG ARTIST COMPETITION.-$79,535
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY MAZUREPresident-$0--
RITA MAYVice-Prs./Pr-$0--
DONALD E KLECKNERRecording Se-$0--
PHYLLIS RELYEACorresp. Sec-$0--
MARIANNA LARROQUETTETreasurer-$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
2020-08-31
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 150 chamber of commerce 150 charging fees 600 director 10,400 grant 1,900 guest artist 1,300 insurance 1,163 licenses & permits 629 marketing 4,067 music rental 814 musicians 39,081 personnel manager 4,800 po box 92 postage & delivery 1,103 printing & reproduction 3,383 rent 1,240 stage manager 230 telephone 1,145 ticket manager 1,250 video taping 1,600 website 3,713 young artist judges 375 total 79,185”

Raw XML Appendix141 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/PhoneNum02486520400
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER HILLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048309
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034029
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IRS990EZ/ContributionsGiftsGrantsEtcAmt097635
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IRS990EZ/ExcessOrDeficitForYearAmt018100
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
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IRS990EZ/GrossReceiptsAmt097635
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034029
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt052129
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY MAZURE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RITA MAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DONALD E KLECKNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PHYLLIS RELYEA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NANCY STOCKING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRS./PR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CORRESP. SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ADVERTISING
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt079185
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/ProgramServiceExpensesAmt079535
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt079535
IRS990EZ/TotalProgramServiceExpensesAmt079535
IRS990EZ/TotalRevenueAmt097635
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.RHPL.ORG/RSO/RSO_SOCIETY.HTML
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt097635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0119356
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0113997
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0107821
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt097904
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0536713
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt097635
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0119356
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0113997
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0107821
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt097904
IRS990ScheduleA/Total509Grp/TotalAmt0536713
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt097635
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0107821
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt097904
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0536713
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES LOAN INTEREST 150 CHAMBER OF COMMERCE 150 CHARGING FEES 600 DIRECTOR 10,400 GRANT 1,900 GUEST ARTIST 1,300 INSURANCE 1,163 LICENSES & PERMITS 629 MARKETING 4,067 MUSIC RENTAL 814 MUSICIANS 39,081 PERSONNEL MANAGER 4,800 PO BOX 92 POSTAGE & DELIVERY 1,103 PRINTING & REPRODUCTION 3,383 RENT 1,240 STAGE MANAGER 230 TELEPHONE 1,145 TICKET MANAGER 1,250 VIDEO TAPING 1,600 WEBSITE 3,713 YOUNG ARTIST JUDGES 375 TOTAL 79,185
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROCHESTER SYMPHONY ORCHESTRA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOCIETY INC
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ReturnHeader/Filer/PhoneNum02486520400
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ReturnHeader/FilingSecurityInformation/IPTm009:35:54
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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
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERALD J WANKET
ReturnHeader/ReturnTs02020-09-01T09:35:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,129
Liabilities
$0
Net assets
$52,129
Revenue
$97,635
Expenses
$79,535
Net income
$18,100
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