Civic Intelligence

Fond Du Lac Symphonic Band Ltd.

990EZ • Fiscal year 2014 • EIN 39-1400395

Jan 01, 2014 to Dec 31, 2014 • Filed on May 28, 2015

PO Box 1483Fond Du Lac, WI 54936

(920) 922-5703

Siviq Scores

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

Liabilities / Assets

68th percentile

0.03x

Higher debt load relative to assets than 68% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

73rd percentile

0.04x

Higher debt load relative to revenue than 73% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

21st percentile

-21%

Faster revenue growth than 21% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$101,654

Up $11,244 (+12%) from 2013

Net Assets

Up

$98,362

Up $10,557 (+12%) from 2013

Liabilities

Up

$3,292

Up $687 (+26%) from 2013

Revenue

Down

$87,779

Down $23,813 (-21%) from 2013

Expenses

Down

$77,224

Down $16,724 (-18%) from 2013

Net Income

Down

$10,555

Down $7,089 (-40%) from 2013

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $75,870Liabilities 2010: $868Net Assets 2010: $75,0022010Assets 2011: $74,912Liabilities 2011: $21Net Assets 2011: $74,8912011Assets 2012: $71,045Liabilities 2012: $884Net Assets 2012: $70,1612012Assets 2013: $90,410Liabilities 2013: $2,605Net Assets 2013: $87,8052013Assets 2014: $101,654Liabilities 2014: $3,292Net Assets 2014: $98,3622014Assets 2015: $101,534Liabilities 2015: $2,227Net Assets 2015: $99,3072015Assets 2016: $115,069Liabilities 2016: $16,628Net Assets 2016: $98,4412016Assets 2017: $96,693Liabilities 2017: $3,593Net Assets 2017: $93,1002017Assets 2018: $95,955Liabilities 2018: $3,404Net Assets 2018: $92,5512018Assets 2019: $80,614Liabilities 2019: $1,075Net Assets 2019: $79,5392019Assets 2020: $98,886Liabilities 2020: $1,130Net Assets 2020: $97,7562020Assets 2021: $163,985Liabilities 2021: $729Net Assets 2021: $163,2562021Assets 2022: $172,799Liabilities 2022: $2642022Assets 2023: $188,993Liabilities 2023: $1,1902023

Highlighted filing

2014

Assets$101,654
Liabilities$3,292
Net Assets$98,362

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $83,213Expenses 2010: $87,587Net Income 2010: -$4,3742010Revenue 2011: $83,212Expenses 2011: $83,323Net Income 2011: -$1112011Revenue 2012: $84,315Expenses 2012: $89,045Net Income 2012: -$4,7302012Revenue 2013: $111,592Expenses 2013: $93,948Net Income 2013: $17,6442013Revenue 2014: $87,779Expenses 2014: $77,224Net Income 2014: $10,5552014Revenue 2015: $98,232Expenses 2015: $97,287Net Income 2015: $9452015Revenue 2016: $90,633Expenses 2016: $91,499Net Income 2016: -$8662016Revenue 2017: $95,103Expenses 2017: $100,594Net Income 2017: -$5,4912017Revenue 2018: $90,370Expenses 2018: $90,923Net Income 2018: -$5532018Revenue 2019: $102,978Expenses 2019: $115,990Net Income 2019: -$13,0122019Revenue 2020: $30,192Expenses 2020: $11,975Net Income 2020: $18,2172020Revenue 2021: $128,525Expenses 2021: $63,025Net Income 2021: $65,5002021Revenue 2022: $108,321Expenses 2022: $99,042Net Income 2022: $9,2792022Revenue 2023: $95,564Expenses 2023: $80,296Net Income 2023: $15,2682023

Highlighted filing

2014

Revenue$87,779
Expenses$77,224
Net Income$10,555
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 28, 2015
Return Version
2014v5.0
Gross Receipts
$88,913
Mission and Program Overview

Mission

To provide a sophisticated playing opportunity for experienced adult musicians and to provide city and area residents the opportunity to hear them.

Program Services

DescriptionGrantsExpenses
SUMMER CONCERT SERIES/POPS CONCERT (APRIL) CATHEDRAL CONCERT (NOVEMBER) AND OTHER CIVIC PERFORMANCES.-$69,499
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUE HOEHNE-BATEMember-$0--
DENISE GOETSCHSecretary-$0--
JASON EHLERTMember-$0--
JOAN PERRYPresident-$0--
JOHN LEPIENVice Preside-$0--
MARSHA MATTHEWSMember-$0--
LISA PANKRATZTreasurer-$0--
RAY WIFLERMusic Direct-$0--
MARY ARTHURManager-$0--
NEIL THOMPSONStage Manage-$0--
JILL WAGNERAsst. Conduc-$0--
HEIDI ZABELMember-$0--
NICKOLE KAWLESKIPersonnel Ma-$0--
KERRY WINGETLibrarian-$0--
Filing and Contact Details

Filer

Filer Name
Fond Du Lac Symphonic Band Ltd
EIN
39-1400395
Phone
9209225703
Address
PO BOX 1483, FOND DU LAC, WI 54936

Signing Officer

Name
Lisa Pankratz
Title
Treasurer
Phone
9209225703
Signed
2015-05-28

Preparer

Firm
Huberty & Associates Sc
Address
145 S MARR ST, FOND DU LAC, WI 54935-4434
Preparer
Wayne M Wallschlaeger CPA
Phone
9209238400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses conference 353 advertising 6,411 reception meals 419 other performance exp. 75 travel 4,274 minor equipment 134 uniforms 119 depreciation 3,067 dues & subscriptions 172 licenses 646 office supplies 1,033 insurance 1,536 website 290 telephone 537 member awards 148 miscellaneous 56 donation 75 fundraising expense 3,117 repairs 214 music library 1,449 total 24,125

Form 990-ez, Part II, Line 24

Accounts receivable 1,000 0 prepaid expenses and deferred charges 1,250 1,300 equipment 107,586 107,586 less accumulated depreciation 93,606 96,674 total 16,230 12,212

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 103 217 deferred revenue 2,500 3,075

Form 990-ez, Part III

To provide a sophisticated playing opportunity for experienced adult musicians and to provide city and area residents the opportunity to hear them.

Raw XML Appendix195 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUE HOEHNE-BATE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JASON EHLERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOAN PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN LEPIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARSHA MATTHEWS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RAY WIFLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARY ARTHUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9NEIL THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JILL WAGNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11HEIDI ZABEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12NICKOLE KAWLESKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13KERRY WINGET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MUSIC DIRECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9STAGE MANAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10ASST. CONDUC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12PERSONNEL MA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13LIBRARIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherExpensesTotalAmt024125
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IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE A SOPHISTICATED PLAYING OPPORTUNITY FOR EXPERIENCED ADULT MUSICIANS AND TO PROVIDE CITY AND AREA RESIDENTS THE OPPORTUNITY TO HEAR THEM.
IRS990EZ/PrintingPublicationsPostageAmt03223
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FDLSYMPHONICBAND.ORG
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PROGRAM SERVICE FEES 15,190
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt067556
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt065565
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt066471
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0356484
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03004
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCE 353 ADVERTISING 6,411 RECEPTION MEALS 419 OTHER PERFORMANCE EXP. 75 TRAVEL 4,274 MINOR EQUIPMENT 134 UNIFORMS 119 DEPRECIATION 3,067 DUES & SUBSCRIPTIONS 172 LICENSES 646 OFFICE SUPPLIES 1,033 INSURANCE 1,536 WEBSITE 290 TELEPHONE 537 MEMBER AWARDS 148 MISCELLANEOUS 56 DONATION 75 FUNDRAISING EXPENSE 3,117 REPAIRS 214 MUSIC LIBRARY 1,449 TOTAL 24,125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 1,000 0 PREPAID EXPENSES AND DEFERRED CHARGES 1,250 1,300 EQUIPMENT 107,586 107,586 LESS ACCUMULATED DEPRECIATION 93,606 96,674 TOTAL 16,230 12,212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 103 217 DEFERRED REVENUE 2,500 3,075
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE A SOPHISTICATED PLAYING OPPORTUNITY FOR EXPERIENCED ADULT MUSICIANS AND TO PROVIDE CITY AND AREA RESIDENTS THE OPPORTUNITY TO HEAR THEM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA PANKRATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09209225703
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOND DU LAC SYMPHONIC BAND LTD
ReturnHeader/Filer/BusinessNameControlTxt0FOND
ReturnHeader/Filer/EIN0391400395
ReturnHeader/Filer/PhoneNum09209225703
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1483
ReturnHeader/Filer/USAddress/CityNm0FOND DU LAC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054936
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391392227
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUBERTY & ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0145 S MARR ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FOND DU LAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0549354434
ReturnHeader/PreparerPersonGrp/PhoneNum09209238400
ReturnHeader/PreparerPersonGrp/PreparationDt02015-06-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WAYNE M WALLSCHLAEGER CPA
ReturnHeader/ReturnTs02015-06-01T11:25:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.01$0.96$0.80$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.08$0.99$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.01$1.63$1.29$0.63$0.66
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.01$0.98$0.30$0.12$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.01$0.80$1.03$1.16$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.03$0.93$0.90$0.91$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.04$0.93$0.95$1.01$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.17$0.98$0.91$0.91$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.02$0.99$0.98$0.97$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.03$0.98$0.88$0.77$0.11
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.90$0.03$0.88$1.12$0.94$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.01$0.70$0.84$0.89$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$0.83$0.83$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.01$0.75$0.83$0.88$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits