Civic Intelligence

La Crosse Symphony Orchestra Inc

990 • Fiscal year 2014 • EIN 39-1024330

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 30, 2014

Organization ProfileWWW.LACROSSESYMPHONY.ORG
201 Main StRoom/Suite 230La Crosse, WI 54601

(608) 783-2121

Siviq Scores

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

Liabilities / Assets

45th percentile

0.08x

Higher debt load relative to assets than 45% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

64th percentile

0.23x

Higher debt load relative to revenue than 64% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

63rd percentile

7.8%

Higher net margin than 63% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

46th percentile

$54,900

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

68th percentile

8.9%

Faster asset growth than 68% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

4th percentile

-52%

Faster revenue growth than 4% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$1,722,337

Up $140,443 (+8.9%) from 2013

Net Assets

Up

$1,592,274

Up $144,757 (+10%) from 2013

Liabilities

Down

$130,063

Down $4,314 (-3.2%) from 2013

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin63rd percentile

Revenue

Down

$562,600

Down $604,709 (-52%) from 2013

Expenses

Down

$518,752

Down $24,678 (-4.5%) from 2013

Net Income

Down

$43,848

Down $580,031 (-93%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $150,353Liabilities 2011: $144,356Net Assets 2011: $5,9972011Assets 2013: $1,581,894Liabilities 2013: $134,377Net Assets 2013: $1,447,5172013Assets 2014: $1,722,337Liabilities 2014: $130,063Net Assets 2014: $1,592,2742014Assets 2015: $1,671,185Liabilities 2015: $108,892Net Assets 2015: $1,562,2932015Assets 2016: $1,541,297Liabilities 2016: $70,491Net Assets 2016: $1,470,8062016Assets 2017: $1,676,905Liabilities 2017: $77,427Net Assets 2017: $1,599,4782017Assets 2018: $1,685,088Liabilities 2018: $72,108Net Assets 2018: $1,612,9802018Assets 2019: $1,659,367Liabilities 2019: $108,147Net Assets 2019: $1,551,2202019Assets 2020: $1,675,810Liabilities 2020: $70,941Net Assets 2020: $1,604,8692020Assets 2021: $2,044,244Liabilities 2021: $66,637Net Assets 2021: $1,977,6072021Assets 2022: $1,636,295Liabilities 2022: $88,591Net Assets 2022: $1,547,7042022Assets 2023: $1,711,747Liabilities 2023: $148,467Net Assets 2023: $1,563,2802023Assets 2024: $1,929,643Liabilities 2024: $250,071Net Assets 2024: $1,679,5722024

Highlighted filing

2014

Assets$1,722,337
Liabilities$130,063
Net Assets$1,592,274
Open 2014 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $517,3702011Revenue 2013: $1,167,309Expenses 2013: $543,430Net Income 2013: $623,8792013Revenue 2014: $562,600Expenses 2014: $518,752Net Income 2014: $43,8482014Revenue 2015: $602,277Expenses 2015: $577,870Net Income 2015: $24,4072015Revenue 2016: $607,939Expenses 2016: $619,799Net Income 2016: -$11,8602016Revenue 2017: $640,225Expenses 2017: $658,047Net Income 2017: -$17,8222017Revenue 2018: $616,624Expenses 2018: $641,216Net Income 2018: -$24,5922018Revenue 2019: $577,025Expenses 2019: $616,719Net Income 2019: -$39,6942019Revenue 2020: $553,812Expenses 2020: $528,265Net Income 2020: $25,5472020Revenue 2021: $617,865Expenses 2021: $441,697Net Income 2021: $176,1682021Revenue 2022: $616,056Expenses 2022: $719,766Net Income 2022: -$103,7102022Revenue 2023: $635,669Expenses 2023: $726,417Net Income 2023: -$90,7482023Revenue 2024: $800,264Expenses 2024: $790,461Net Income 2024: $9,8032024

Highlighted filing

2014

Revenue$562,600
Expenses$518,752
Net Income$43,848
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 30, 2014
Return Version
2013v4.0
Gross Receipts
$879,559
Mission and Program Overview

Mission

To enhance the quality of life in the tri-state region by providing excellent symphonic music for the pleasure of the public, educating people of all ages in the symphonic tradition, and encouraging students and professional musicians to develop and share their musical talents and skills.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$953,745$1,297,419▲ $343,674
Pledges and Grants Receivable$520,826$319,204▼ $201,622
Savings and Temporary Cash Investments$72,407$82,505▲ $10,098
Cash and Non-Interest-Bearing Accounts$28,861$16,398▼ $12,463
Accounts Receivable$5,244$6,000▲ $756
Prepaid Expenses and Deferred Charges$811$811→ $0
Total Assets$1,581,894$1,722,337▲ $140,443
Liabilities
Deferred Revenue$127,832$126,986▼ $846
Accounts Payable and Accrued Expenses$6,545$3,077▼ $3,468
Total Liabilities$134,377$130,063▼ $4,314
Net Assets / Fund Balance
Unrestricted Net Assets$685,073$1,006,579▲ $321,506
Temporarily Rstr Net Assets$529,351$327,729▼ $201,622
Permanently Rstr Net Assets$233,093$257,966▲ $24,873
Total Net Assets Fund Balance$1,447,517$1,592,274▲ $144,757
Total Liabilities and Net Assets / Fund Balance$1,581,894$1,722,337▲ $140,443

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$13,051$13,051

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$720,652$210,677▲ $137,131$21,461$1,039,453
2013$100,000$584,944▲ $39,322-$720,652
2012$32,259-▲ $576-$32,835
2011$31,688-▲ $571-$32,259
2010$27,612$175▲ $3,901-$31,688
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Tracy FellExec DirectoFT$54,900$54,900

Board Members and Trustees

NameTitle
Pat HeimPresident
Eva Marie RestelBoard Member
Janet RothBoard Member
Jeanne ConnellyBoard Member
Kathy DavigBoard Member
Marilyn ArndtBoard Member
Michael WhiteExec Mbr at
Bill LeonardOrch Rep
David ForanOrch Rep
George Von ArxOrch Rep
Harvey BertrandOrch Rep
Jean Ann GundersenOrch Rep
Julia JohnsonOrch Rep
Lynne TrineOrch Rep
Nancy EllingsonOrch Rep
Randy Van RooyenOrch Rep
Susan KnorrOrch Rep
Wes LukeOrch Rep
David ReedyPast Preside
Ken RileyPres-elect
Mary Ann GschwindSecretary
Jay JaehnkeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$306,480
Program Service Revenue
$178,514
Investment Income
$76,397
Other Revenue
$1,209
All Other Contributions
$204,492
Change in Net Assets
$43,848

Audited Revenue Reconciliation

Revenue per Audited Statements
$562,600
Revenue Not Reported on Form 990
$154,920
Total Revenue per Audited Statements
$717,520
Total Revenue per Form 990
$562,600
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$384,008
Salaries, Compensation, and Employee Benefits$134,744
Total Fundraising Expense$57,064
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$30,600$24,999$10,001$65,600
Current Officers, Directors, Trustees, and Key Employees$2,745$10,980$41,175$54,900
Payroll Taxes$3,170$3,799$4,865$11,834
Office Expenses$10,800$1,000-$11,800
Fees for Services Accounting-$6,299-$6,299
Other Expenses$6,000$36,903-$6,000
Information Technology$4,000--$4,000
Insurance-$3,789-$3,789
Advertising$2,523--$2,523
Pension Plan Contributions$667$720$1,023$2,410
Occupancy-$1,200-$1,200
Total Functional Expenses$371,999$89,689$57,064$518,752

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$572,763
Expenses per Audited Statements$518,752
Total Expenses per Form 990$518,752
Expenses Not Reported on Form 990$54,011
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$21,084
Fundraising Gross Income$21,084
Gaming Direct Expenses$127
Gaming Gross Income$127
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$40,163$15,850$15,850$0
Event 1$50,820$1,310$1,310$0
Total Events$123,072$21,084$21,084-
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“All directors will have an opportunity to review the 990 prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Board members are responsible to disclose all conflicts of interest which will be overseen by the executive director and the board president.”

Form 990, Page 6, Part VI, Line 15A

“Executive director compensation is determined by the executive committee of the board of directors.”

Form 990, Page 6, Part VI, Line 15B

“The executive director determines salary and wages of employees based on budget approved by the board.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

EIN
39-1024330
Phone
6087832121

Signing Officer

Name
Tracy Fell
Title
Executive Director
Phone
6087832121
Signed
2014-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracy Fell
Legal Domicile
Wi
Voting Board Members
23
Independent Board Members
23
Employees
3
Volunteers
60

Preparer

Preparer
Scott Turnbull
Phone
6087841890
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To enhance the quality of life in the tri-state region by providing excellent symphonic music for the pleasure of the public, educating people of all ages in the symphonic tradition, and encouraging students and professional musicians to develop and share their musical talents and skills.”

Form 990, Part XI, Line 9

“Change in perpetual trust 24,873 fundraising expenses 21,211 in kind rent 32,800 fundraising expenses -21,211 in kind rent -32,800”

Financial Statement Notes

Schedule D, Page 3, Part X

“Fasb asc 740-10 (previously financial interpretation no. 48, accounting for uncertainty in income taxes) prescribes a recognition threshold and a measurement attribute for the financial statement recognition and measurement of tax positions taken or expected to be taken in a tax return. For those benefits to be recognized, a tax position must be more-likely- than-not to be sustained upon examination by taxing authorities. The center believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements.”

Schedule D, Page 4, Part XI, Line 2D

“Change in perpetual trust 24,873 fundraising expenses 21,211 in kind rent 32,800”

Schedule D, Page 4, Part XII, Line 2D

“Fundraising expenses 21,211 in kind rent 32,800”

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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,722,337
Liabilities
$130,063
Net assets
$1,592,274
Revenue
$562,600
Expenses
$518,752
Net income
$43,848
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.25$1.68$0.80$0.79$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.15$1.56$0.64$0.73$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.09$1.55$0.62$0.72$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.07$1.98$0.62$0.44$0.18
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.07$1.60$0.55$0.53$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.11$1.55$0.58$0.62$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.07$1.61$0.62$0.64$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.08$1.60$0.64$0.66$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.07$1.47$0.61$0.62$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.67$0.11$1.56$0.60$0.58$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.72$0.13$1.59$0.56$0.52$0.04
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.58$0.13$1.45$1.17$0.54$0.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.14$0.01$0.52