Civic Intelligence

Traverse Symphony Orchestra

990 • Fiscal year 2021 • EIN 38-2680276

Sep 01, 2020 to Aug 31, 2021 • Filed on Jul 27, 2022

Organization ProfileWWW.TRAVERSESYMPHONY.ORG
300 E Front Street Suite 230Traverse City, MI 49684

(231) 947-7120

Siviq Scores

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

Liabilities / Assets

80th percentile

0.32x

Higher debt load relative to assets than 80% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

82nd percentile

0.39x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

70th percentile

27%

Higher net margin than 70% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

88th percentile

$100,000

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 13.8% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

79th percentile

39%

Faster asset growth than 79% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

47th percentile

10.0%

Faster revenue growth than 47% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$891,843

Up $250,423 (+39%) from 2020

Net Assets

Up

$606,328

Up $229,491 (+61%) from 2020

Liabilities

Up

$285,515

Up $20,932 (+7.9%) from 2020

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin70th percentile

Revenue

Up

$725,991

Up $65,796 (+10.0%) from 2020

Expenses

Down

$533,524

Down $122,838 (-19%) from 2020

Net Income

Up

$192,467

Up $188,634 (+4921%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $610,580Liabilities 2010: $276,774Net Assets 2010: $333,8062010Assets 2011: $746,344Liabilities 2011: $403,856Net Assets 2011: $342,4882011Assets 2012: $562,000Liabilities 2012: $258,278Net Assets 2012: $303,7222012Assets 2013: $562,793Liabilities 2013: $214,954Net Assets 2013: $347,8392013Assets 2014: $673,104Liabilities 2014: $131,132Net Assets 2014: $541,9722014Assets 2015: $666,619Liabilities 2015: $156,996Net Assets 2015: $509,6232015Assets 2016: $653,658Liabilities 2016: $212,101Net Assets 2016: $441,5572016Assets 2017: $616,782Liabilities 2017: $207,313Net Assets 2017: $409,4692017Assets 2018: $626,117Liabilities 2018: $281,381Net Assets 2018: $344,7362018Assets 2019: $708,218Liabilities 2019: $357,620Net Assets 2019: $350,5982019Assets 2020: $641,420Liabilities 2020: $264,583Net Assets 2020: $376,8372020Assets 2021: $891,843Liabilities 2021: $285,515Net Assets 2021: $606,3282021Assets 2022: $858,158Liabilities 2022: $325,031Net Assets 2022: $533,1272022Assets 2023: $1,633,453Liabilities 2023: $139,268Net Assets 2023: $1,494,1852023Assets 2024: $5,547,153Liabilities 2024: $3,731,308Net Assets 2024: $1,815,8452024

Highlighted filing

2021

Assets$891,843
Liabilities$285,515
Net Assets$606,328
Open 2021 Filing

Operations Trend

Revenue Growth47th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $725,1472010Revenue 2011: $616,952Expenses 2011: $639,939Net Income 2011: -$22,9872011Expenses 2012: $700,8282012Revenue 2013: $737,511Expenses 2013: $693,394Net Income 2013: $44,1172013Revenue 2014: $809,141Expenses 2014: $694,462Net Income 2014: $114,6792014Revenue 2015: $789,049Expenses 2015: $708,978Net Income 2015: $80,0712015Revenue 2016: $713,155Expenses 2016: $747,384Net Income 2016: -$34,2292016Revenue 2017: $757,136Expenses 2017: $806,598Net Income 2017: -$49,4622017Revenue 2018: $711,064Expenses 2018: $765,930Net Income 2018: -$54,8662018Revenue 2019: $784,721Expenses 2019: $749,784Net Income 2019: $34,9372019Revenue 2020: $660,195Expenses 2020: $656,362Net Income 2020: $3,8332020Revenue 2021: $725,991Expenses 2021: $533,524Net Income 2021: $192,4672021Revenue 2022: $976,983Expenses 2022: $949,801Net Income 2022: $27,1822022Revenue 2023: $2,056,774Expenses 2023: $1,127,238Net Income 2023: $929,5362023Revenue 2024: $1,490,468Expenses 2024: $1,229,652Net Income 2024: $260,8162024

Highlighted filing

2021

Revenue$725,991
Expenses$533,524
Net Income$192,467
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jul 27, 2022
Return Version
2020v4.2
Gross Receipts
$738,051
Mission and Program Overview

Mission

To promote and increase musical knowledge and music appreciation to the public through education activities and musical performances.

To promote and increase musical knowledge and music appreciation to the public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$471,878$577,293▲ $105,415
Cash and Non-Interest-Bearing Accounts$83,256$160,926▲ $77,670
Accounts Receivable$7,032$98,300▲ $91,268
Pledges and Grants Receivable$66,859$38,121▼ $28,738
Prepaid Expenses and Deferred Charges$4,422$9,205▲ $4,783
Land, Buildings, and Equipment, Net$7,973$7,998▲ $25
Total Assets$641,420$891,843▲ $250,423
Liabilities
Mortgage Notes Payable Secured by Investment Property$238,433$188,869▼ $49,564
Deferred Revenue$10,600$79,000▲ $68,400
Accounts Payable and Accrued Expenses$15,550$17,646▲ $2,096
Total Liabilities$264,583$285,515▲ $20,932
Net Assets / Fund Balance
Net Assets With Donor Restrictions$444,274$508,400▲ $64,126
Net Assets Without Donor Restrictions$-67,437$97,928▲ $165,365
Total Net Assets Fund Balance$376,837$606,328▲ $229,491
Total Liabilities and Net Assets / Fund Balance$641,420$891,843▲ $250,423

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,998$75,654$83,652

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$490,774$93,260▲ $59,979$36,637$601,269
2020$484,557$65,000▲ $46,072$100,000$490,774
2019$456,901$35,000▲ $15,117$17,627$484,557
2018$442,480-▲ $35,981$16,847$456,901
2017$422,633-▲ $41,442$17,138$442,480
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kedrik MerwinExecutive DirectorFT$100,000$100,000

Board Members and Trustees

NameTitle
Ward LamphereImmediate Past President
Susan CogswellPresident
Don BellVice President
Dick WallaceDirector
Mary Beth MilikenDirector
Paul JarboeDirector
Robert GilesDirector
Robert HetlerDirector
Suzy VoltzDirector
Tom SkinnerSecretary
Kadra KierczynskiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$545,125
Program Service Revenue
$15,095
Investment Income
$22,955
Other Revenue
$142,816
All Other Contributions
$496,625
Change in Net Assets
$192,467

Audited Revenue Reconciliation

Revenue per Audited Statements
$719,884
Revenue Not Reported on Financial Statements
$6,107
Revenue Not Reported on Form 990
$37,024
Total Revenue per Audited Statements
$756,908
Total Revenue per Form 990
$725,991
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$319,781
Salaries, Compensation, and Employee Benefits$213,743
Total Fundraising Expense$58,711
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$19,092$52,271$28,637$100,000
Other Salaries and Wages$35,481$29,363$24,144$88,988
Fees for Services Accounting-$26,238-$26,238
Payroll Taxes$4,388$6,564$4,244$15,196
Advertising$13,879--$13,879
All Other Expenses-$13,487-$13,487
Occupancy-$12,000-$12,000
Other Employee Benefits$6,524$1,349$1,686$9,559
Interest-$9,339-$9,339
Other Expenses$11,342$9,095-$9,095
Fees for Service Investment Mgmnt Fees-$6,107-$6,107
Insurance-$5,021-$5,021
Depreciation Depletion$2,998--$2,998
Office Expenses-$1,338-$1,338
Information Technology-$1,064-$1,064
Fees for Services Other-$728-$728
Fees for Services Legal-$20-$20
Total Functional Expenses$300,829$173,984$58,711$533,524

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$545,584
Expenses per Audited Statements$533,524
Total Expenses per Form 990$533,524
Expenses Not Reported on Form 990$12,060
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$60,551
Fundraising Direct Expenses$12,060
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Total Events$60,551$60,551$12,060$48,491
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The return will be reviewed and approved by the members of the finance committee before submission.”

Form 990, Part VI, Section B, Line 15A

“The executive director's salary and following increases were agreed to upon his hire in september 2019.”

Form 990, Part VI, Section C, Line 19

“Each request will be reviewed on an individual basis by the executive director who will either approve the request or ask for the opinion of the board of directors before allowing access.”

Filing and Contact Details

Filer

Filer Name
Traverse Symphony Orchestra
EIN
38-2680276
Phone
2319477120
Address
300 E FRONT STREET SUITE 230, TRAVERSE CITY, MI 49684

Signing Officer

Name
Kedrik Merwin
Title
Executive Director
Phone
2319477120
Signed
2022-07-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Cogswell
Formed
1952
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
11
Employees
8
Volunteers
80

Preparer

Firm
Dgn LLC
Address
PO BOX 947, TRAVERSE CITY, MI 49685-0947
Preparer
Heidi Wendel CPA
Phone
2319461722
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process used by the committee to oversee the audit of its financial statements and selection of independent accountant has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The internal revenue service has determined the orchestra to be exempt from federal tax under section 501(c)(3) of the internal revenue code and is classified by the internal revenue service as other than a private foundation. The orchestra files informational tax returns in the u.s. Federal jurisdiction. With few exceptions, the orchestra is no longer subject to u.s. Federal tax examinations by tax authorities for years before august 31, 2018.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expenses netted against revenue”

Raw XML AppendixShowing 400 of 538 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt6IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT
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IRS990/MissionDesc0TO PROMOTE AND INCREASE MUSICAL KNOWLEDGE AND MUSIC APPRECIATION TO THE PUBLIC THROUGH EDUCATION ACTIVITIES AND MUSICAL PERFORMANCES.
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$891,843
Liabilities
$285,515
Net assets
$606,328
Revenue
$725,991
Expenses
$533,524
Net income
$192,467
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.55$3.73$1.82$1.49$1.23$0.26
2023Detailed filing. Detailed filing data is available for this year.$1.63$0.14$1.49$2.06$1.13$0.93
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.33$0.53$0.98$0.95$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.89$0.29$0.61$0.73$0.53$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.64$0.26$0.38$0.66$0.66$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.71$0.36$0.35$0.78$0.75$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.63$0.28$0.34$0.71$0.77$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.62$0.21$0.41$0.76$0.81$0.05
2016Summary only. Only limited summary data is available for this year.$0.65$0.21$0.44$0.71$0.75$0.03
2015Summary only. Only limited summary data is available for this year.$0.67$0.16$0.51$0.79$0.71$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.13$0.54$0.81$0.69$0.11
2013Summary only. Only limited summary data is available for this year.$0.56$0.21$0.35$0.74$0.69$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.26$0.30$0.70
2011Summary only. Only limited summary data is available for this year.$0.75$0.40$0.34$0.62$0.64$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.28$0.33$0.73