Civic Intelligence

Kenosha Symphony Association Inc.

990EZ • Fiscal year 2017 • EIN 39-6078201

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 14, 2017

723 58th St 301Kenosha, WI 53140

(262) 654-9080

Siviq Scores

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

Liabilities / Assets

96th percentile

1.33x

Higher debt load relative to assets than 96% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

0.20x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

12th percentile

-29%

Higher net margin than 12% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

7th percentile

-61%

Faster asset growth than 7% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$13,943

Down $21,822 (-61%) from 2016

Net Assets

Down

-$4,577

Down $27,932 (-120%) from 2016

Liabilities

Up

$18,520

Up $6,110 (+49%) from 2016

Revenue

Down

$94,812

Down $11,608 (-11%) from 2016

Expenses

Up

$122,649

Up $27,164 (+28%) from 2016

Net Income

Down

-$27,837

Down $38,772 (-355%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$100K$0-$100KAssets 2010: $135,726Liabilities 2010: $2,6742010Assets 2011: $115,757Liabilities 2011: $02011Assets 2012: $69,949Net Assets 2012: $69,9492012Assets 2013: $75,735Liabilities 2013: $1,130Net Assets 2013: $74,6052013Assets 2014: $33,771Liabilities 2014: $7,150Net Assets 2014: $26,6212014Assets 2015: $21,399Liabilities 2015: $9,291Net Assets 2015: $12,1082015Assets 2016: $35,765Liabilities 2016: $12,410Net Assets 2016: $23,3552016Assets 2017: $13,943Liabilities 2017: $18,520Net Assets 2017: -$4,5772017Assets 2019: $167,065Liabilities 2019: $02019Assets 2020: $190,510Liabilities 2020: $0Net Assets 2020: $190,5102020Assets 2021: $195,747Liabilities 2021: $0Net Assets 2021: $195,7472021Assets 2022: $141,252Liabilities 2022: $0Net Assets 2022: $141,2522022Assets 2023: $131,304Liabilities 2023: $0Net Assets 2023: $131,3042023Assets 2024: $103,550Net Assets 2024: $103,5502024

Highlighted filing

2017

Assets$13,943
Liabilities$18,520
Net Assets-$4,577

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $136,877Expenses 2010: $160,218Net Income 2010: -$23,3412010Revenue 2011: $105,974Expenses 2011: $123,269Net Income 2011: -$17,2952011Revenue 2012: $63,565Expenses 2012: $109,570Net Income 2012: -$46,0052012Revenue 2013: $91,980Expenses 2013: $87,064Net Income 2013: $4,9162013Revenue 2014: $71,229Expenses 2014: $116,533Net Income 2014: -$45,3042014Revenue 2015: $108,167Expenses 2015: $126,510Net Income 2015: -$18,3432015Revenue 2016: $106,420Expenses 2016: $95,485Net Income 2016: $10,9352016Revenue 2017: $94,812Expenses 2017: $122,649Net Income 2017: -$27,8372017Revenue 2019: $152,772Expenses 2019: $110,329Net Income 2019: $42,4432019Revenue 2020: $92,124Expenses 2020: $69,158Net Income 2020: $22,9662020Revenue 2021: $70,194Expenses 2021: $60,746Net Income 2021: $9,4482021Revenue 2022: $71,593Expenses 2022: $107,274Net Income 2022: -$35,6812022Revenue 2023: $95,158Expenses 2023: $109,195Net Income 2023: -$14,0372023Revenue 2024: $66,966Expenses 2024: $84,750Net Income 2024: -$17,7842024

Highlighted filing

2017

Revenue$94,812
Expenses$122,649
Net Income-$27,837
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 14, 2017
Return Version
2016v3.0
Gross Receipts
$104,061
Mission and Program Overview

Mission

The ksa's mission is to enhance the cultural environment and fine arts community of southeastern wisconsin; to provide the managerial and funding support required for operating a professional orchestra capable of providing high quality, enriching, and enlightening orchestral experiences for the enducation and enjoyment of residents and visitors throughout the area; and to provide motivational and mentoring opportunities for music students in public and private schools.

Program Services

DescriptionGrantsExpenses
THE KENOSHA SYMPHONY ORCHESTRA PERFORMED A SERIES OF FOUR SYMPHONIC CONCERTS AS WELL AS TWO FREE YOUTH CONCERTS FOR FIFTH GRADE STUDENTS FROM THROUGHOUT KENOSHA COUNTY.$500$89,038
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH P LENZGrants & Gif-$0--
ROBERTA PUNTILLOCorp Sponsor-$0--
STEPHEN MATTHEWSTreasurer-$0--
ELIZABETH TERCEKSecretary-$0--
SCOTT PLANKDirector At-$0--
THEA KESHAVARZIPresident-$0--
PAULA WILLIAMSDirector At-$0--
PETER RODRIGUEZOrchestra Re-$0--
SUMMER SCHARRINGHAUSENVice Preside-$0--
CHERIE JULIUSTreasurer-$0--
TONY FARELLAIt, Media, M-$0--
FRANK WOLFFGrants & Gif-$0--
JORDAN DEBBINKMusic Events-$0--
ADESEGN GARRYOperations-$0--
Filing and Contact Details

Filer

Filer Name
Kenosha Symphony Association Inc
EIN
39-6078201
Address
723 58TH ST 301, KENOSHA, WI 53140

Signing Officer

Name
Stephen Matthews
Title
Treasurer
Phone
2626549080
Signed
2017-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Andrea & Orendorff Llp
Address
6300 76TH ST STE 200, KENOSHA, WI 53142-4018
Preparer
Terri a Schmidt
Phone
2626577716
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

MISC 1,157 TOTAL 1,157

Form 990-ez, Part I, Line 16

Expenses advertising 4,235 office expense 3,396 phone expense 617 website and it support 446 545 insurance 1,289 sales tax 652 music license & rentals 768 dues/subscriptions 1,150 bank service charges 1,640 meals & entertainment 30 misc 575 prior year adjustment 1,570 piano tuning & repair 130 total 17,043

Form 990-ez, Part I, Line 20

ADJUSTMENT -95

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 12,410 0 unsecured notes and loans payable 0 18,520

Form 990-ez, Part III

The ksa's mission is to enhance the cultural environment and fine arts community of southeastern wisconsin; to provide the managerial and funding support required for operating a professional orchestra capable of providing high quality, enriching, and enlightening orchestral experiences for the enducation and enjoyment of residents and visitors throughout the area; and to provide motivational and mentoring opportunities for music students in public and private schools.

Raw XML Appendix204 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/TitleTxt0GRANTS & GIF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CORP SPONSOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11GRANTS & GIF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12MUSIC EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13OPERATIONS
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-95
IRS990EZ/OtherExpensesTotalAmt017043
IRS990EZ/OtherRevenueTotalAmt01157
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE KSA'S MISSION IS TO ENHANCE THE CULTURAL ENVIRONMENT AND FINE ARTS COMMUNITY OF SOUTHEASTERN WISCONSIN; TO PROVIDE THE MANAGERIAL AND FUNDING SUPPORT REQUIRED FOR OPERATING A PROFESSIONAL ORCHESTRA CAPABLE OF PROVIDING HIGH QUALITY, ENRICHING, AND ENLIGHTENING ORCHESTRAL EXPERIENCES FOR THE ENDUCATION AND ENJOYMENT OF RESIDENTS AND VISITORS THROUGHOUT THE AREA; AND TO PROVIDE MOTIVATIONAL AND MENTORING OPPORTUNITIES FOR MUSIC STUDENTS IN PUBLIC AND PRIVATE SCHOOLS.
IRS990EZ/PrintingPublicationsPostageAmt011344
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISC 1,157 TOTAL 1,157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 4,235 OFFICE EXPENSE 3,396 PHONE EXPENSE 617 WEBSITE AND IT SUPPORT 446 545 INSURANCE 1,289 SALES TAX 652 MUSIC LICENSE & RENTALS 768 DUES/SUBSCRIPTIONS 1,150 BANK SERVICE CHARGES 1,640 MEALS & ENTERTAINMENT 30 MISC 575 PRIOR YEAR ADJUSTMENT 1,570 PIANO TUNING & REPAIR 130 TOTAL 17,043
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADJUSTMENT -95
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 12,410 0 UNSECURED NOTES AND LOANS PAYABLE 0 18,520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE KSA'S MISSION IS TO ENHANCE THE CULTURAL ENVIRONMENT AND FINE ARTS COMMUNITY OF SOUTHEASTERN WISCONSIN; TO PROVIDE THE MANAGERIAL AND FUNDING SUPPORT REQUIRED FOR OPERATING A PROFESSIONAL ORCHESTRA CAPABLE OF PROVIDING HIGH QUALITY, ENRICHING, AND ENLIGHTENING ORCHESTRAL EXPERIENCES FOR THE ENDUCATION AND ENJOYMENT OF RESIDENTS AND VISITORS THROUGHOUT THE AREA; AND TO PROVIDE MOTIVATIONAL AND MENTORING OPPORTUNITIES FOR MUSIC STUDENTS IN PUBLIC AND PRIVATE SCHOOLS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum02626549080
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENOSHA SYMPHONY ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0KENO
ReturnHeader/Filer/EIN0396078201
ReturnHeader/Filer/USAddress/AddressLine1Txt0723 58TH ST 301
ReturnHeader/Filer/USAddress/CityNm0KENOSHA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06300 76TH ST STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KENOSHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0531424018
ReturnHeader/PreparerPersonGrp/PhoneNum02626577716
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRI A SCHMIDT
ReturnHeader/ReturnTs02017-08-15T15:36:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.04$1.04$0.67$0.85$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.95$1.09$0.14
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.41$0.00$1.41$0.72$1.07$0.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.00$1.96$0.70$0.61$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.92$0.69$0.23
2019Summary only. Only limited summary data is available for this year.$1.67$0.00$1.53$1.10$0.42
2017Detailed filing. Detailed filing data is available for this year.$0.14$0.19$0.05$0.95$1.23$0.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.12$0.23$1.06$0.95$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.09$0.12$1.08$1.27$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.34$0.07$0.27$0.71$1.17$0.45
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.76$0.01$0.75$0.92$0.87$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.70$0.64$1.10$0.46
2011Summary only. Only limited summary data is available for this year.$1.16$0.00$1.06$1.23$0.17
2010Summary only. Only limited summary data is available for this year.$1.36$0.03$1.37$1.60$0.23