Civic Intelligence

Fox Valley Symphony Orchestra Association Inc.

990 • Fiscal year 2018 • EIN 39-1089489

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 09, 2019

Organization ProfileWWW.FOXVALLEYSYMPHONY.COM
10 East College Avenue Suite 207Appleton, WI 54911

(920) 968-0300

Siviq Scores

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

Liabilities / Assets

55th percentile

0.12x

Higher debt load relative to assets than 55% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.15x

Higher debt load relative to revenue than 59% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

47th percentile

2.0%

Higher net margin than 47% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

53rd percentile

$69,977

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

55th percentile

2.5%

Faster asset growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

25th percentile

-6.9%

Faster revenue growth than 25% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$1,139,129

Up $28,128 (+2.5%) from 2017

Net Assets

Up

$1,003,716

Up $47,499 (+5.0%) from 2017

Liabilities

Down

$135,413

Down $19,371 (-13%) from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin47th percentile

Revenue

Down

$894,436

Down $66,508 (-6.9%) from 2017

Expenses

Down

$876,433

Down $14,915 (-1.7%) from 2017

Net Income

Down

$18,003

Down $51,593 (-74%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,008,354Liabilities 2010: $164,671Net Assets 2010: $843,6832010Assets 2011: $1,092,198Liabilities 2011: $145,309Net Assets 2011: $946,8892011Assets 2012: $949,889Liabilities 2012: $139,992Net Assets 2012: $809,8972012Assets 2013: $848,096Liabilities 2013: $163,319Net Assets 2013: $684,7772013Assets 2015: $941,796Liabilities 2015: $126,679Net Assets 2015: $815,1172015Assets 2016: $988,456Liabilities 2016: $165,282Net Assets 2016: $823,1742016Assets 2017: $1,111,001Liabilities 2017: $154,784Net Assets 2017: $956,2172017Assets 2018: $1,139,129Liabilities 2018: $135,413Net Assets 2018: $1,003,7162018Assets 2019: $1,104,862Liabilities 2019: $128,528Net Assets 2019: $976,3342019Assets 2020: $1,000,500Liabilities 2020: $168,286Net Assets 2020: $832,2142020Assets 2021: $1,415,773Liabilities 2021: $71,393Net Assets 2021: $1,344,3802021Assets 2022: $1,373,425Liabilities 2022: $191,681Net Assets 2022: $1,181,7442022Assets 2024: $1,229,712Liabilities 2024: $363,024Net Assets 2024: $866,6882024

Highlighted filing

2018

Assets$1,139,129
Liabilities$135,413
Net Assets$1,003,716
Open 2018 Filing

Operations Trend

Revenue Growth25th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $708,7682010Expenses 2011: $718,1472011Expenses 2012: $770,5162012Revenue 2013: $591,016Expenses 2013: $772,213Net Income 2013: -$181,1972013Revenue 2015: $610,434Expenses 2015: $594,654Net Income 2015: $15,7802015Revenue 2016: $676,239Expenses 2016: $653,171Net Income 2016: $23,0682016Revenue 2017: $960,944Expenses 2017: $891,348Net Income 2017: $69,5962017Revenue 2018: $894,436Expenses 2018: $876,433Net Income 2018: $18,0032018Revenue 2019: $859,007Expenses 2019: $899,246Net Income 2019: -$40,2392019Revenue 2020: $651,614Expenses 2020: $791,442Net Income 2020: -$139,8282020Revenue 2021: $787,240Expenses 2021: $404,449Net Income 2021: $382,7912021Revenue 2022: $656,428Expenses 2022: $758,637Net Income 2022: -$102,2092022Revenue 2024: $686,693Expenses 2024: $885,294Net Income 2024: -$198,6012024

Highlighted filing

2018

Revenue$894,436
Expenses$876,433
Net Income$18,003
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 9, 2019
Return Version
2017v2.3
Gross Receipts
$904,888
Mission and Program Overview

Mission

To enrich and nurture the human spirit through symphonic music and educational opportunities that enhance the cultural development of our community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$306,338$179,958▼ $126,380
Savings and Temporary Cash Investments$99,252$150,654▲ $51,402
Pledges and Grants Receivable$7,010$50,735▲ $43,725
Prepaid Expenses and Deferred Charges$12,478$37,039▲ $24,561
Land, Buildings, and Equipment, Net$3,733$6,592▲ $2,859
Accounts Receivable$1,350$1,275▼ $75
Total Assets$1,111,001$1,139,129▲ $28,128
Other Assets Total$680,840$712,876▲ $32,036
Liabilities
Deferred Revenue$139,257$120,775▼ $18,482
Other Liabilities$8,359$8,817▲ $458
Accounts Payable and Accrued Expenses$7,168$5,821▼ $1,347
Total Liabilities$154,784$135,413▼ $19,371
Net Assets / Fund Balance
Temporarily Rstr Net Assets$564,243$683,215▲ $118,972
Unrestricted Net Assets$298,021$223,933▼ $74,088
Permanently Rstr Net Assets$93,953$96,568▲ $2,615
Total Net Assets Fund Balance$956,217$1,003,716▲ $47,499
Total Liabilities and Net Assets / Fund Balance$1,111,001$1,139,129▲ $28,128

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,592$72,725$79,317
Other Assets Org$86,953--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$326,054-▲ $21,608$19,877$277,239
2017$289,739$36,315▲ $24,332$17,462$326,054
2016$282,945$12,500▲ $25,505$24,447$289,739
2015$284,739-▲ $5,159-$282,945
2014$451,228-▲ $73,817$233,045$284,739
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jamie LafreniereExecutive DiFT$69,977$69,977
Brian GronerMusic DirectFT$62,914$62,914

Board Members and Trustees

NameTitle
Beth FlahertyChair
Addie TeetersPresident
Sandra HupferPresident El
Bruce AtwellDirector
Jerry ZabronskyDirector
Karen LawsDirector
Ken KoszewaDirector
Kevin HartzDirector
Mark FogartyDirector
Mary Harp-jirscheleDirector
Mike LokensgardDirector
Renee BoldtDirector
Rich RedmanDirector
Ruth BloedowDirector
Todd HeidDirector
Jeff AmstutzPast Preside
Priscilla DanielsSecretary
Julie KileyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$601,109
Program Service Revenue
$266,485
Investment Income
$28,112
Other Revenue
$-1,270
All Other Contributions
$601,109
Change in Net Assets
$18,003

Audited Revenue Reconciliation

Revenue per Audited Statements
$887,566
Revenue Not Reported on Financial Statements
$6,870
Revenue Not Reported on Form 990
$42,638
Total Revenue per Audited Statements
$930,204
Total Revenue per Form 990
$894,436
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$634,050
Salaries, Compensation, and Employee Benefits$242,383
Total Fundraising Expense$63,043
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$436,391$16,646-$453,037
Current Officers, Directors, Trustees, and Key Employees$103,189$29,702-$132,891
Other Salaries and Wages$23,122$18,043$31,934$73,099
Advertising-$72,815-$72,815
Payroll Taxes$13,201$8,004$3,221$24,426
All Other Expenses$9,227$12,616$299$22,142
Insurance-$13,492-$13,492
Office Expenses$733$6,592$5,508$12,833
Occupancy-$12,528-$12,528
Other Employee Benefits$7,180$4,787-$11,967
Fees for Service Investment Mgmnt Fees-$6,870-$6,870
Other Expenses-$5,718$11,004$5,718
Information Technology-$3,326-$3,326
Depreciation Depletion$285$1,964-$2,249
Total Functional Expenses$593,328$220,062$63,043$876,433

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$882,705
Total Expenses per Form 990$876,433
Expenses per Audited Statements$869,563
Expenses Not Reported on Form 990$13,142
Expenses Not Reported on Financial Statements$6,870
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$10,452
Fundraising Gross Income$8,182
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accued Payroll$4,570
Accrued Vacation$4,247
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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

“Form 990 is reviewed by the members of the board of directors and management and approved prior to filing.”

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

“Annual reports are required to be completed by board members, employees, and committee members which requires disclosure of any conflicts of interest that may exist. The forms are reviewed by the officers of the board who will attempt to resolve any actual or potential conflicts and in the absence of a resolution, will refer all matters to the full board of directors.”

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

“Compensation of the executive director will be determined on an annual basis by the executive committee of the symphony. Appropriate compensation will be based upon several factors including but not limited to: - performance reviews - data compiled and distributed by the league of american orchestras for similiar sized orchestras throughout the united states for similiar positions. - salary information for similar positions of non-profit organizations of similar size and mission in the state of wisconsin.”

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

“Compensation of the music director will be determined on an annual basis by the executive committee of the symphony. Appropriate compensation will be based upon several factors including but not limited to: -performance reviews - data compiled and distributed by the league of american orchestras for similiar sized orchestras throughout the united states for similiar positions. - salary information for similar positions of non-profit organizations of similar size and mission in the state of wisconsin.”

Form 990, Page 6, Part VI, Line 19

“The symphony makes these documents available upon request or on their website.”

Filing and Contact Details

Filer

Filer Name
Fox Valley Symphony Orchestra
EIN
39-1089489
Phone
9209680300
Address
10 EAST COLLEGE AVENUE SUITE 207, APPLETON, WI 54911

Signing Officer

Name
Julie Kiley
Title
Treasurer
Phone
9209680300
Signed
2019-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Addie Teeters
Formed
1966
Legal Domicile
Wi
Voting Board Members
18
Independent Board Members
18
Employees
14
Volunteers
22

Preparer

Firm
Kerberrose Sc
Address
4211 N LIGHTNING DR, APPLETON, WI 54913
Preparer
Jamie Rosin
Phone
9209930105
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Provide symphony musicians for special performances, as requested by the community.”

Form 990, Part IX, Line 11G

“Artistic personnel 252,627 0 0 concert production staff 28,369 0 0 concert production 155,395 0 0 professional fees 0 16,646 0 total 436,391 16,646 0”

Form 990, Part XI, Line 9

“Special event expenses netted 10,452 special event expenes netted -10,452”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The temporarily restricted endowments will be used as restrictions are released. The permanently restricted endowment principle will remain intact and any investments earnings will be used for operating expenses unless otherwise noted by the donor(s).”

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

“Special event expenses netted 10,452”

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

“Special event expenes netted 10,452”

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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/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT EL
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt19MUSIC DIRECT
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt010452
IRS990/FundraisingGrossIncomeAmt08182
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0904888
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt018
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03326
IRS990/InformationTechnologyGrp/TotalAmt03326
IRS990/InsuranceGrp/ManagementAndGeneralAmt013492
IRS990/InsuranceGrp/TotalAmt013492
IRS990/InvestmentIncomeGrp/ExclusionAmt028112
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt028112
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt098
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt072725
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03733
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06592
IRS990/LandBldgEquipCostOrOtherBssAmt079317
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO ENRICH AND NURTURE THE HUMAN SPIRIT THROUGH SYMPHONIC MUSIC AND EDUCATIONAL OPPORTUNITIES THAT ENHANCE THE CULTURAL DEVELOPMENT OF OUR COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0956217
IRS990/NetAssetsOrFundBalancesEOYAmt01003716
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-2270
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-2270
IRS990/NetUnrlzdGainsLossesInvstAmt029496
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt012528
IRS990/OccupancyGrp/TotalAmt012528
IRS990/OfficeExpensesGrp/FundraisingAmt05508
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06592
IRS990/OfficeExpensesGrp/ProgramServicesAmt0733
IRS990/OfficeExpensesGrp/TotalAmt012833
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0680840
IRS990/OtherAssetsTotalGrp/EOYAmt0712876
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04787
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07180
IRS990/OtherEmployeeBenefitsGrp/TotalAmt011967
IRS990/OtherExpensesGrp/Desc0DEVELOPMENT EXPENSE:CULTI
IRS990/OtherExpensesGrp/Desc1DEVELOPMENT EXPENSE:DONOR
IRS990/OtherExpensesGrp/Desc2ADMINISTRATIVE :BANK/CRED
IRS990/OtherExpensesGrp/Desc3ADMINISTRATIVE :OFFICE EX
IRS990/OtherExpensesGrp/FundraisingAmt011077
IRS990/OtherExpensesGrp/FundraisingAmt111004
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06959
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15718
IRS990/OtherExpensesGrp/TotalAmt011077
IRS990/OtherExpensesGrp/TotalAmt111004
IRS990/OtherExpensesGrp/TotalAmt26959
IRS990/OtherExpensesGrp/TotalAmt35718
IRS990/OtherLiabilitiesGrp/BOYAmt08359
IRS990/OtherLiabilitiesGrp/EOYAmt08817
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt01000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01000
IRS990/OtherRevenueTotalAmt01000
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt031934
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018043
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt023122
IRS990/OtherSalariesAndWagesGrp/TotalAmt073099
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03221
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08004
IRS990/PayrollTaxesGrp/ProgramServicesAmt013201
IRS990/PayrollTaxesGrp/TotalAmt024426
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt093953
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt096568
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt07010
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt050735
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012478
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt037039
IRS990/PrincipalOfficerNm0ADDIE TEETERS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TICKET SALES:SEASON TICKETS
IRS990/ProgramServiceRevenueGrp/Desc1YO INCOME:TUITION
IRS990/ProgramServiceRevenueGrp/Desc2TICKET SALES:SINGLE TICKET SA
IRS990/ProgramServiceRevenueGrp/Desc3FEE FOR SERVICE INCOME
IRS990/ProgramServiceRevenueGrp/Desc4YO INCOME:YO TICKET SALES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0148401
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt136024
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt235050
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt330775
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt47360
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0148401
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt136024
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt235050
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt330775
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt47360
IRS990/ProgSrvcAccomActy2Grp/Desc0MAINTAIN YOUTH ORCHESTRA PROGRAMS AND PHILHARMONIA ORCHESTRAS, AND SPONSOR YOUTH SOLOIST COMPETITION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt053294
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt043384
IRS990/ProgSrvcAccomActy3Grp/Desc0SCHOOL PROGRAM TO ACQUAINT YOUTH WITH SYMPHONIC MUSIC BY VISITING SCHOOLS WITH A STRING QUARTET AND PERFORMING FOR THEM. REACHES ABOUT 1,500 KIDS AND TEACHERS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt079089
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02418
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDE SYMPHONY MUSICIANS FOR SPECIAL PERFORMANCES, AS REQUESTED BY THE COMMUNITY.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt088239
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt036665
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0601204
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt020546
IRS990/PYOtherExpensesAmt0647720
IRS990/PYOtherRevenueAmt08518
IRS990/PYProgramServiceRevenueAmt0330676
IRS990/PYRevenuesLessExpensesAmt069596
IRS990/PYSalariesCompEmpBnftPaidAmt0243628
IRS990/PYTotalExpensesAmt0891348
IRS990/PYTotalRevenueAmt0960944
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt018003
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0184018
IRS990/SavingsAndTempCashInvstGrp/BOYAmt099252
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0150654
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME 14,874
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0601109
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0601204
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0463421
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0423220
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0419786
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02508740
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt028112
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt020546
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01821
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08276
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt014994
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt073749
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01284318
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt010224
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01135

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,139,129
Liabilities
$135,413
Net assets
$1,003,716
Revenue
$894,436
Expenses
$876,433
Net income
$18,003
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.36$0.87$0.69$0.89$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.19$1.18$0.66$0.76$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.07$1.34$0.79$0.40$0.38
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.17$0.83$0.65$0.79$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.10$0.13$0.98$0.86$0.90$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.14$0.14$1.00$0.89$0.88$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.11$0.15$0.96$0.96$0.89$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.17$0.82$0.68$0.65$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.94$0.13$0.82$0.61$0.59$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.16$0.68$0.59$0.77$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.14$0.81$0.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.15$0.95$0.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.16$0.84$0.71