Civic Intelligence

Rochester Symphony Orchestra Society Inc.

990EZ • Fiscal year 2022 • EIN 38-1875281

Jan 01, 2022 to Dec 31, 2022 • Filed on May 17, 2023

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

38th percentile

-0.6%

Higher net margin than 38% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

20th percentile

-23%

Faster asset growth than 20% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

89th percentile

165%

Faster revenue growth than 89% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$66,685

Down $19,792 (-23%) from 2021

Net Assets

Down

$66,685

Down $19,792 (-23%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin38th percentile

Revenue

Up

$128,099

Up $79,766 (+165%) from 2021

Expenses

Up

$128,892

Up $114,479 (+794%) from 2021

Net Income

Down

-$793

Down $34,713 (-102%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2022

Assets$66,685
Liabilities$0
Net Assets$66,685
Open 2022 Filing

Operations Trend

Revenue Growth89th 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

2022

Revenue$128,099
Expenses$128,892
Net Income-$793
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 17, 2023
Return Version
2022v5.0
Gross Receipts
$128,099
Mission and Program Overview

Mission

Community enrichment through orchestra music

Program Services

DescriptionGrantsExpenses
PERFORMANCES - CLASSICAL, POP AND CHILDRENS CONCERTS; YOUNG ARTIST COMPETITION.-$128,142
FILING REQUIREMENTS -IRS REGULATIONS.-$750
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY MAZUREPresident-$0--
RITA MAYVice-Prs./Pr-$0--
GERALD TSCHURARecording 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
2023-05-17
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 739 brochures 11,058 business registration 20 chamber membership 150 charging fees 915 check order 71 conductor 9,615 director 5,529 grant 1,671 insurance 711 licensing 698 maestro lunch 855 mail supplies 142 miscellaneous fees 113 music rental 3,119 musicians 69,130 personnel manager 7,850 po box 166 postage & delivery 809 printing & reproduction 278 rent 2,750 stage manager 460 telephone 1,887 ticket manager 2,500 union dues 433 video taping 2,860 website 3,163 yac judges 450 total 128,142”

Form 990-ez, Part I, Line 20

“Opening balance reconciliation -50”

Form 990-ez, Part III, Line 31

“Filing requirements -irs regulations.”

Raw XML Appendix146 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/BOYAmt067528
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt066685
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0128099
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-793
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0750
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt067528
IRS990EZ/Form990TotalAssetsGrp/EOYAmt066685
IRS990EZ/GrossReceiptsAmt0128099
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt067528
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066685
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt067528
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt066685
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/PersonNm2GERALD TSCHURA
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/OtherChangesInNetAssetsAmt0-50
IRS990EZ/OtherExpensesTotalAmt0128142
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/DescriptionProgramSrvcAccomTxt1FILING REQUIREMENTS -IRS REGULATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0128142
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1750
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0128892
IRS990EZ/TotalProgramServiceExpensesAmt0128892
IRS990EZ/TotalRevenueAmt0128099
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.RHPL.ORG/RSO/RSO_SOCIETY.HTML
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0128099
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt045207
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt048333
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt097635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0119356
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0438630
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0438630
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0128099
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt045207
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt048333
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt097635
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0119356
IRS990ScheduleA/Total509Grp/TotalAmt0438630
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0128099
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt045207
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt048333
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt097635
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0119356
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0438630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 739 BROCHURES 11,058 BUSINESS REGISTRATION 20 CHAMBER MEMBERSHIP 150 CHARGING FEES 915 CHECK ORDER 71 CONDUCTOR 9,615 DIRECTOR 5,529 GRANT 1,671 INSURANCE 711 LICENSING 698 MAESTRO LUNCH 855 MAIL SUPPLIES 142 MISCELLANEOUS FEES 113 MUSIC RENTAL 3,119 MUSICIANS 69,130 PERSONNEL MANAGER 7,850 PO BOX 166 POSTAGE & DELIVERY 809 PRINTING & REPRODUCTION 278 RENT 2,750 STAGE MANAGER 460 TELEPHONE 1,887 TICKET MANAGER 2,500 UNION DUES 433 VIDEO TAPING 2,860 WEBSITE 3,163 YAC JUDGES 450 TOTAL 128,142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OPENING BALANCE RECONCILIATION -50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FILING REQUIREMENTS -IRS REGULATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE KINNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02483751277
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-17
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-05-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERALD J WANKET
ReturnHeader/ReturnTs02023-05-23T15:10:52-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARIANNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LARROQUETTE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,685
Liabilities
$0
Net assets
$66,685
Revenue
$128,099
Expenses
$128,892
Net income
-$793
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