Civic Intelligence

Rochester Symphony Orchestra Society Inc.

990EZ • Fiscal year 2021 • EIN 38-1875281

Jul 01, 2021 to Dec 31, 2021 • Filed on May 31, 2022

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

13th percentile

-39%

Higher net margin than 13% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

73rd percentile

30%

Faster asset growth than 73% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

15th percentile

-54%

Faster revenue growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$67,528

Up $15,399 (+30%) from 2020

Net Assets

Up

$67,528

Up $15,399 (+30%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Down

$45,207

Down $52,428 (-54%) from 2020

Expenses

Down

$62,731

Down $16,804 (-21%) from 2020

Net Income

Down

-$17,524

Down $35,624 (-197%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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 2021: $67,528Net Assets 2021: $67,5282021Assets 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

2021

Assets$67,528
Liabilities-
Net Assets$67,528
Open 2021 Filing

Operations Trend

Revenue Growth15th 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 2021: $45,207Expenses 2021: $62,731Net Income 2021: -$17,5242021Revenue 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

2021

Revenue$45,207
Expenses$62,731
Net Income-$17,524
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Dec 31, 2021
Signed
May 31, 2022
Return Version
2021v4.0
Gross Receipts
$45,207
Mission and Program Overview

Mission

Community enrichment through orchestra music

Program Services

DescriptionGrantsExpenses
PERFORMANCES - CLASSICAL, POP AND CHILDRENS CONCERTS; YOUNG ARTIST COMPETITION.-$62,731
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY MAZUREPresident-$0--
RITA MAYVice-Prs./Pr-$0--
DONALD E KLECKNERRecording Se-$0--
PHYLLIS RELYEACorresp. Sec-$0--
JULIE KINNEYTreasurer-$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
Julie Kinney
Title
Treasurer
Phone
2483751277
Signed
2022-05-31
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 advertising 1,000 brochures 1,898 business registration 20 charging fees 388 check order 90 conductor 5,253 director 2,678 grant 687 insurance 1,720 mail supplies 117 miscellaneous fees 75 movie rental 565 music rental 1,554 musicians 33,915 personnel manager 4,500 po box 134 postage & delivery 139 printing & reproduction 255 rent 1,450 stage manager 220 telephone 704 ticket manager 1,875 video taping 2,000 website 1,494 total 62,731”

Form 990-ez, Part I, Line 20

“Opening balance reconciliation -1,425”

Raw XML Appendix140 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/PersonNm0JULIE KINNEY
IRS990EZ/BooksInCareOfDetail/PhoneNum02486520400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt040 DENNISON STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OXFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048371
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt086477
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt067528
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt045207
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17524
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GrossReceiptsAmt045207
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt086477
IRS990EZ/NetAssetsOrFundBalancesEOYAmt067528
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt086477
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt067528
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/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY MAZURE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RITA MAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DONALD E KLECKNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PHYLLIS RELYEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JULIE KINNEY
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/OtherChangesInNetAssetsAmt0-1425
IRS990EZ/OtherExpensesTotalAmt062731
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/ProgramServiceExpensesAmt062731
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialConditionDesc0CHANGE IN ACCOUNTING PERIOD
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062731
IRS990EZ/TotalProgramServiceExpensesAmt062731
IRS990EZ/TotalRevenueAmt045207
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.RHPL.ORG/RSO/RSO_SOCIETY.HTML
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt045207
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt048333
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt097635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0119356
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0113997
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0424528
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0424528
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt045207
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt048333
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt097635
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0119356
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0113997
IRS990ScheduleA/Total509Grp/TotalAmt0424528
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt045207
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt048333
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt097635
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0119356
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0113997
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0424528
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 1,000 BROCHURES 1,898 BUSINESS REGISTRATION 20 CHARGING FEES 388 CHECK ORDER 90 CONDUCTOR 5,253 DIRECTOR 2,678 GRANT 687 INSURANCE 1,720 MAIL SUPPLIES 117 MISCELLANEOUS FEES 75 MOVIE RENTAL 565 MUSIC RENTAL 1,554 MUSICIANS 33,915 PERSONNEL MANAGER 4,500 PO BOX 134 POSTAGE & DELIVERY 139 PRINTING & REPRODUCTION 255 RENT 1,450 STAGE MANAGER 220 TELEPHONE 704 TICKET MANAGER 1,875 VIDEO TAPING 2,000 WEBSITE 1,494 TOTAL 62,731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OPENING BALANCE RECONCILIATION -1,425
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE KINNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02483751277
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-31
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/PreparationDt02022-05-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERALD J WANKET
ReturnHeader/ReturnTs02022-08-18T16:15:58-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARIANNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LARROQUETTE
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,528
Liabilities
-
Net assets
$67,528
Revenue
$45,207
Expenses
$62,731
Net income
-$17,524
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
2021Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.45$0.63$0.18
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