Civic Intelligence

Fond Du Lac Symphonic Band Ltd.

990EZ • Fiscal year 2016 • EIN 39-1400395

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

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

80th percentile

0.14x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

86th percentile

0.18x

Higher debt load relative to revenue than 86% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

38th percentile

-1.0%

Higher net margin than 38% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

77th percentile

$3,800

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

37th percentile

-7.7%

Faster revenue growth than 37% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$115,069

Up $13,535 (+13%) from 2015

Net Assets

Down

$98,441

Down $866 (-0.9%) from 2015

Liabilities

Up

$16,628

Up $14,401 (+647%) from 2015

Revenue

Down

$90,633

Down $7,599 (-7.7%) from 2015

Expenses

Down

$91,499

Down $5,788 (-5.9%) from 2015

Net Income

Down

-$866

Down $1,811 (-192%) from 2015

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: $3,2922014Assets 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

2016

Assets$115,069
Liabilities$16,628
Net Assets$98,441

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

2016

Revenue$90,633
Expenses$91,499
Net Income-$866
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Gross Receipts
$90,717
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.-$80,386
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAY WIFLERMusic Direct-$3,800-$3,800
MARY ARTHURManager-$2,870-$2,870
NEIL THOMPSONStage Manage-$1,700-$1,700
JILL WAGNERAsst. Conduc-$1,559-$1,559
MARSHA MATTHEWSMember-$1,303-$1,303
LISA PANKRATZTreasurer-$1,225-$1,225
JASON EHLERTMember-$1,117-$1,117
DALE SHIPEAssociate Co-$904-$904
NICKOLE KAWLESKIPersonnel Ma-$644-$644
HEIDI ZABELMember-$530-$530
DENISE GOETSCHSecretary-$498-$498
JOHN LEPIENVice Preside-$416-$416
JOAN PERRYPresident-$374-$374
KERRY WINGETLibrarian-$304-$304
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
2017-05-15

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising 2,901 office supplies 1,896 conference 322 insurance 1,706 reception meals 274 other performance exp. 400 travel 8,463 dues & subscriptions 134 licenses 301 website 294 telephone 568 member awards 183 donation 100 fundraising expense 2,965 repairs 641 music library 1,304 major equipment 2,460 supplies 42 bank charges 3 miscellaneous 2,165 non-investment depreciation 2,180 total 29,302

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 5,050 1,350 equipment 107,586 107,586 less accumulated depreciation 99,325 101,505 total 13,311 7,431

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 277 4,208 deferred revenue 1,950 12,420

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 Appendix194 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DENISE GOETSCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JASON EHLERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOAN PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN LEPIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARSHA MATTHEWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LISA PANKRATZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RAY WIFLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARY ARTHUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8NEIL THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JILL WAGNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DALE SHIPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11HEIDI ZABEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12NICKOLE KAWLESKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13KERRY WINGET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MUSIC DIRECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8STAGE MANAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9ASST. CONDUC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10ASSOCIATE CO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12PERSONNEL MA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13LIBRARIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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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/PrintingPublicationsPostageAmt03743
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUMMER CONCERT SERIES/POPS CONCERT (APRIL) CATHEDRAL CONCERT (NOVEMBER) AND OTHER CIVIC PERFORMANCES.
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt068569
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt088323
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt067556
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91450
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IRS990ScheduleA/SubstantialContributorsTotAmt029324
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IRS990ScheduleA/TotalSupportAmt0378458
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 ADVERTISING 2,901 OFFICE SUPPLIES 1,896 CONFERENCE 322 INSURANCE 1,706 RECEPTION MEALS 274 OTHER PERFORMANCE EXP. 400 TRAVEL 8,463 DUES & SUBSCRIPTIONS 134 LICENSES 301 WEBSITE 294 TELEPHONE 568 MEMBER AWARDS 183 DONATION 100 FUNDRAISING EXPENSE 2,965 REPAIRS 641 MUSIC LIBRARY 1,304 MAJOR EQUIPMENT 2,460 SUPPLIES 42 BANK CHARGES 3 MISCELLANEOUS 2,165 NON-INVESTMENT DEPRECIATION 2,180 TOTAL 29,302
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSES AND DEFERRED CHARGES 5,050 1,350 EQUIPMENT 107,586 107,586 LESS ACCUMULATED DEPRECIATION 99,325 101,505 TOTAL 13,311 7,431
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 277 4,208 DEFERRED REVENUE 1,950 12,420
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA PANKRATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09209225703
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0ECF34E61ADA97FB7DF669F2B8381B3AAA1AA56EB
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/PreparationDt02017-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY THOME CPA
ReturnHeader/ReturnTs02017-05-15T15:26:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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
2016Detailed filing. Detailed filing data is available for this year.$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
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.03$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