Civic Intelligence

Beloit Janesville Symphony

EIN 39-6058829 • 501(c)3 • Beloit, WI

Profile

To be a cultural and educational resource

444 E Grand AveBeloit, WI 53511

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

92nd percentile

95%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

20th percentile

-40%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Up

$68,498

Up $20,794 (+44%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$68,498

Up $20,794 (+44%) from 2024

Revenue

Down

$68,699

Down $165,717 (-71%) from 2024

Expenses

Down

$54,188

Down $150,455 (-74%) from 2024

Net Income

Down

$14,511

Down $15,262 (-51%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $685,268Liabilities 2011: $186,915Net Assets 2011: $498,3532011Assets 2016: $277,985Liabilities 2016: $7,939Net Assets 2016: $270,0462016Assets 2017: $210,469Liabilities 2017: $5,277Net Assets 2017: $205,1922017Assets 2018: $113,957Liabilities 2018: $9,302Net Assets 2018: $104,6552018Assets 2019: $130,366Liabilities 2019: $6,192Net Assets 2019: $124,1742019Assets 2020: $65,068Liabilities 2020: $17,5372020Assets 2021: $67,312Liabilities 2021: $2,6452021Assets 2022: $33,428Liabilities 2022: $6,410Net Assets 2022: $27,0182022Assets 2023: $17,931Liabilities 2023: $0Net Assets 2023: $17,9312023Assets 2024: $47,704Liabilities 2024: $0Net Assets 2024: $47,7042024Assets 2025: $68,498Liabilities 2025: $0Net Assets 2025: $68,4982025

Highlighted filing

2025

Assets$68,498
Liabilities$0
Net Assets$68,498

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KExpenses 2011: $179,6952011Revenue 2016: $28,712Expenses 2016: $73,220Net Income 2016: -$44,5082016Revenue 2017: $82,123Expenses 2017: $164,490Net Income 2017: -$82,3672017Revenue 2018: $97,645Expenses 2018: $214,908Net Income 2018: -$117,2632018Revenue 2019: $233,582Expenses 2019: $214,482Net Income 2019: $19,1002019Revenue 2020: $101,727Expenses 2020: $184,844Net Income 2020: -$83,1172020Revenue 2021: $82,042Expenses 2021: $64,906Net Income 2021: $17,1362021Revenue 2022: $155,929Expenses 2022: $193,578Net Income 2022: -$37,6492022Revenue 2023: $194,042Expenses 2023: $203,129Net Income 2023: -$9,0872023Revenue 2024: $234,416Expenses 2024: $204,643Net Income 2024: $29,7732024Revenue 2025: $68,699Expenses 2025: $54,188Net Income 2025: $14,5112025

Highlighted filing

2025

Revenue$68,699
Expenses$54,188
Net Income$14,511

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Jul 23, 2025
Return Version
2024v5.0
Gross Receipts
$68,797
Mission and Program Overview

Mission

To be a cultural and educational resource

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$47,047$47,613▲ $566
Savings and Temporary Cash Investments-$20,228-
Accounts Receivable$657$657→ $0
Total Assets$47,704$68,498▲ $20,794
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$47,704$68,498▲ $20,794
Total Net Assets Fund Balance$47,704$68,498▲ $20,794
Total Liabilities and Net Assets / Fund Balance$47,704$68,498▲ $20,794
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sam KellerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$42,148
Program Service Revenue
$22,196
Investment Income
$152
Other Revenue
$4,203
All Other Contributions
$27,198
Change in Net Assets
$14,511
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$54,188
Total Fundraising Expense$1,618
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$41,903$783-$42,686
Insurance-$3,711-$3,711
Office Expenses$-1$1,618$1,618$3,235
Fees for Services Accounting-$2,895-$2,895
Occupancy-$1,361-$1,361
Information Technology-$300-$300
Total Functional Expenses$41,902$10,668$1,618$54,188
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,301
Fundraising Direct Expenses$98
Professional Fundraising Fees$0
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
Backup withholding compliance
No
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
No
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, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Beloit Janesville Symphony
EIN
39-6058829
Phone
6083131200
Address
444 E GRAND AVE, BELOIT, WI 53511

Signing Officer

Name
Sam Keller
Title
Treasurer
Phone
6086765600
Signed
2025-07-23

Organization Details

Principal Officer
Sam Keller
Voting Board Members
7
Independent Board Members
7
Employees
4

Preparer

Firm
Duick & Company Sc
Address
PO BOX 197, ELKHORN, WI 53121-0197
Preparer
Debra J Duick
Phone
2627236363
Supplemental Narrative

Additional Explanations

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

The symphony performs concerts and special performances

Form 990, Part IX, Line 11G

Concert expenses 41,903 0 0 licenses 0 783 0 total 41,903 783 0

Raw XML Appendix240 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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.