Civic Intelligence

Heartland Symphony Orchestra

EIN 41-1312390 • 501(c)3 • Little Falls, MN

Profile

Provide central minnesota residents with cultural and musical enrichment through live symphony concerts and special programs; offering local musicians and students opportunities for symphonic performance training; and partnering with central minnesota education institutions in developing outstanding music education programs for area youth.

PO Box 241Little Falls, MN 56345

www.heartlandsymphony.org

Siviq Scores

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

Liabilities / Assets

75th percentile

0.06x

Higher debt load relative to assets than 75% of similar nonprofits.

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

Liabilities / Revenue

68th percentile

0.01x

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

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

Net Margin

54th percentile

3.6%

Higher net margin than 54% of similar nonprofits.

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

Top Officer Pay

84th percentile

$8,800

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

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

Asset Growth

84th percentile

40%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

80th percentile

36%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$13,283

Up $3,820 (+40%) from 2024

Liabilities

Up

$750

Up $528 (+238%) from 2024

Net Assets

Up

$12,533

Up $3,292 (+36%) from 2024

Revenue

Up

$91,309

Up $24,341 (+36%) from 2024

Expenses

Up

$88,018

Up $4,698 (+5.6%) from 2024

Net Income

Up

$3,291

Up $19,643 (+120%) from 2024

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $46,313Liabilities 2010: $0Net Assets 2010: $46,3132010Assets 2011: $45,574Liabilities 2011: $250Net Assets 2011: $45,3242011Assets 2012: $41,093Liabilities 2012: $0Net Assets 2012: $41,0932012Assets 2013: $49,210Liabilities 2013: $0Net Assets 2013: $49,2102013Assets 2014: $55,103Liabilities 2014: $0Net Assets 2014: $55,1032014Assets 2015: $42,264Liabilities 2015: $0Net Assets 2015: $42,2642015Assets 2016: $49,445Liabilities 2016: $0Net Assets 2016: $49,4452016Assets 2017: $35,227Liabilities 2017: $0Net Assets 2017: $35,2272017Assets 2018: $26,345Liabilities 2018: $0Net Assets 2018: $26,3452018Assets 2019: $14,801Liabilities 2019: $0Net Assets 2019: $14,8012019Assets 2020: $4,645Liabilities 2020: $0Net Assets 2020: $4,6452020Assets 2021: $44,063Liabilities 2021: $452Net Assets 2021: $43,6112021Assets 2022: $26,415Liabilities 2022: $804Net Assets 2022: $25,6112022Assets 2023: $25,594Liabilities 2023: $0Net Assets 2023: $25,5942023Assets 2024: $9,463Liabilities 2024: $222Net Assets 2024: $9,2412024Assets 2025: $13,283Liabilities 2025: $750Net Assets 2025: $12,5332025

Highlighted filing

2025

Assets$13,283
Liabilities$750
Net Assets$12,533

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $57,277Expenses 2010: $53,040Net Income 2010: $4,2372010Revenue 2011: $55,257Expenses 2011: $56,252Net Income 2011: -$9952011Revenue 2012: $68,875Expenses 2012: $73,106Net Income 2012: -$4,2312012Revenue 2013: $68,788Expenses 2013: $60,671Net Income 2013: $8,1172013Revenue 2014: $60,852Expenses 2014: $54,959Net Income 2014: $5,8932014Revenue 2015: $54,772Expenses 2015: $67,611Net Income 2015: -$12,8392015Revenue 2016: $69,615Expenses 2016: $62,434Net Income 2016: $7,1812016Revenue 2017: $52,921Expenses 2017: $67,139Net Income 2017: -$14,2182017Revenue 2018: $67,692Expenses 2018: $76,574Net Income 2018: -$8,8822018Revenue 2019: $58,171Expenses 2019: $69,714Net Income 2019: -$11,5432019Revenue 2020: $56,269Expenses 2020: $66,425Net Income 2020: -$10,1562020Revenue 2021: $84,907Expenses 2021: $45,941Net Income 2021: $38,9662021Revenue 2022: $47,858Expenses 2022: $65,858Net Income 2022: -$18,0002022Revenue 2023: $74,641Expenses 2023: $74,659Net Income 2023: -$182023Revenue 2024: $66,968Expenses 2024: $83,320Net Income 2024: -$16,3522024Revenue 2025: $91,309Expenses 2025: $88,018Net Income 2025: $3,2912025

Highlighted filing

2025

Revenue$91,309
Expenses$88,018
Net Income$3,291

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.3$0.75$12.5$91.3$88.0$3.29
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.46$0.22$9.24$67.0$83.3$16.4
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.6$0.00$25.6$74.6$74.7$0.02
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$26.4$0.80$25.6$47.9$65.9$18.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.1$0.45$43.6$84.9$45.9$39.0
2020Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$56.3$66.4$10.2
2019Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$58.2$69.7$11.5
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.3$0.00$26.3$67.7$76.6$8.88
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.2$0.00$35.2$52.9$67.1$14.2
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.4$0.00$49.4$69.6$62.4$7.18
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.3$0.00$42.3$54.8$67.6$12.8
2014Detailed filing. Detailed filing data is available for this year.$55.1$0.00$55.1$60.9$55.0$5.89
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.2$0.00$49.2$68.8$60.7$8.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.1$0.00$41.1$68.9$73.1$4.23
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.6$0.25$45.3$55.3$56.3$1.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.3$0.00$46.3$57.3$53.0$4.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 14, 2026
Return Version
2024v5.0
Gross Receipts
$91,309
Mission and Program Overview

Mission

Provide central minnesota residents with cultural and musical enrichment through live symphony concerts and special programs; offering local musicians and students opportunities for symphonic performance training; and partnering with central minnesota education institutions in developing outstanding music education programs for area youth.

Program Services

DescriptionGrantsExpenses
HEARTLAND SYMPHONY ORCHESTRA PRESENTS THREE CONCERT SERIES TO OVER 1524 PEOPLE. THIS WAS THEIR 48TH ANNIVERSARY SEASON PRESENTING QUALITY LIVE CLASSICAL MUSIC ENTERTAINMENT TO THE CENTRAL MINNESOTA AREA. HEARTLAND SYMPHONY ORCHESTRA IS A 50-PIECE VOLUNTEER COMMUNITY ORCHESTRA FROM THE CENTRAL MINNESOTA AREA.-$51,782
GUEST ARTISTS AND LOCAL SOLOISTS AND ENSEMBLES ARE BROUGHT IN TO PERFORM AT THE CONCERTS TO MAKE EACH CONCERT UNIQUE AND ENTERTAINING. OFTEN TIMES THE SPECIAL GUEST ARTISTS ARE MADE AVAILABLE FOR PRESENTATION OF HANDS-ON MUSIC EDUCATION WORKSHOPS IN LOCAL SCHOOLS WHILE THEY ARE VISITING THE AREA. THESE MUSIC CLINICS ARE PRESENTED FREE TO THE SCHOOLS AND THE STUDENTS WHO ATTEND THEM. EVERY OTHER YEAR, THE ORCHESTRA HOSTS A YOUTH COMPETITION THAT ALLOWS YOUNG MUSICIANS THE OPPORTUNITY TO PERFORM WITH THE ORCHESTRA AND RECEIVE A RECORDING OF THE PERFORMANCE. FOR 2025, TWO RECEIPIENTS WERE SELECTED AS WINNERS OF THE YOUTH CONCERTO COMPETITION.$1,000$3,650
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NAVASHA KLAPOTZBusiness ManPT$8,800-$8,800
JAMES WAFLERPresident-$0--
TRISTEN HELLERVice Preside-$0--
TOM KOTVALTreasurer-$0--
LINA BELARDirector-$0--
MARY CLEMENTDirector-$0--
DEAN FITCHDirector-$0--
KYLE BROWNDirector-$0--
KATIE BRIMHALLDirector-$0--
SUSAN KAVANAUGHDirector-$0--
MICHELL SAKRY-WINKELMANDirector-$0--
MELISSA VONITTERDirector-$0--
PAM WIBLEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Heartland Symphony Orchestra
EIN
41-1312390
Phone
8008261997
Address
PO BOX 241, LITTLE FALLS, MN 56345

Signing Officer

Name
Tom Kotval
Title
Treasurer
Phone
8008261997
Signed
2026-03-14
Discuss with paid preparer
Yes

Preparer

Firm
Rto Pa
Address
16403 HAVEN ROAD, LITTLE FALLS, MN 56345-6400
Preparer
Brenda Collette CPA
Phone
3206323646
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses publicity and advertising 4,074 office supplies 5,366 miscellaneous admin 385 website 1,628 mileage-conductors & players 3,612 insurance 991 concert labor 31,302 concert production exp 8,460 special program expenses 2,650 memberships 703 total 59,171

Form 990-ez, Part II, Line 24

Instruments 3,115 3,115 total 3,115 3,115

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 221 750

Form 990-ez, Part III

Provide central minnesota residents with cultural and musical enrichment through live symphony concerts and special programs; offering local musicians and students opportunities for symphonic performance training; and partnering with central minnesota education institutions in developing outstanding music education programs for area youth.

Form 990-ez, Part III, Line 28

Heartland symphony orchestra presents three concert series to over 1524 people. This was their 48th anniversary season presenting quality live classical music entertainment to the central minnesota area. Heartland symphony orchestra is a 50-piece volunteer community orchestra from the central minnesota area.

Form 990-ez, Part III, Line 29

Guest artists and local soloists and ensembles are brought in to perform at the concerts to make each concert unique and entertaining. Often times the special guest artists are made available for presentation of hands-on music education workshops in local schools while they are visiting the area. These music clinics are presented free to the schools and the students who attend them. Every other year, the orchestra hosts a youth competition that allows young musicians the opportunity to perform with the orchestra and receive a recording of the performance. For 2025, two receipients were selected as winners of the youth concerto competition.

Raw XML Appendix191 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PUBLICITY AND ADVERTISING 4,074 OFFICE SUPPLIES 5,366 MISCELLANEOUS ADMIN 385 WEBSITE 1,628 MILEAGE-CONDUCTORS & PLAYERS 3,612 INSURANCE 991 CONCERT LABOR 31,302 CONCERT PRODUCTION EXP 8,460 SPECIAL PROGRAM EXPENSES 2,650 MEMBERSHIPS 703 TOTAL 59,171
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSTRUMENTS 3,115 3,115 TOTAL 3,115 3,115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 221 750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROVIDE CENTRAL MINNESOTA RESIDENTS WITH CULTURAL AND MUSICAL ENRICHMENT THROUGH LIVE SYMPHONY CONCERTS AND SPECIAL PROGRAMS; OFFERING LOCAL MUSICIANS AND STUDENTS OPPORTUNITIES FOR SYMPHONIC PERFORMANCE TRAINING; AND PARTNERING WITH CENTRAL MINNESOTA EDUCATION INSTITUTIONS IN DEVELOPING OUTSTANDING MUSIC EDUCATION PROGRAMS FOR AREA YOUTH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HEARTLAND SYMPHONY ORCHESTRA PRESENTS THREE CONCERT SERIES TO OVER 1524 PEOPLE. THIS WAS THEIR 48TH ANNIVERSARY SEASON PRESENTING QUALITY LIVE CLASSICAL MUSIC ENTERTAINMENT TO THE CENTRAL MINNESOTA AREA. HEARTLAND SYMPHONY ORCHESTRA IS A 50-PIECE VOLUNTEER COMMUNITY ORCHESTRA FROM THE CENTRAL MINNESOTA AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GUEST ARTISTS AND LOCAL SOLOISTS AND ENSEMBLES ARE BROUGHT IN TO PERFORM AT THE CONCERTS TO MAKE EACH CONCERT UNIQUE AND ENTERTAINING. OFTEN TIMES THE SPECIAL GUEST ARTISTS ARE MADE AVAILABLE FOR PRESENTATION OF HANDS-ON MUSIC EDUCATION WORKSHOPS IN LOCAL SCHOOLS WHILE THEY ARE VISITING THE AREA. THESE MUSIC CLINICS ARE PRESENTED FREE TO THE SCHOOLS AND THE STUDENTS WHO ATTEND THEM. EVERY OTHER YEAR, THE ORCHESTRA HOSTS A YOUTH COMPETITION THAT ALLOWS YOUNG MUSICIANS THE OPPORTUNITY TO PERFORM WITH THE ORCHESTRA AND RECEIVE A RECORDING OF THE PERFORMANCE. FOR 2025, TWO RECEIPIENTS WERE SELECTED AS WINNERS OF THE YOUTH CONCERTO COMPETITION.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 29
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM KOTVAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08008261997
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEARTLAND SYMPHONY ORCHESTRA
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0411312390
ReturnHeader/Filer/PhoneNum08008261997
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 241
ReturnHeader/Filer/USAddress/CityNm0LITTLE FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd056345
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411737335
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RTO PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016403 HAVEN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LITTLE FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0563456400
ReturnHeader/PreparerPersonGrp/PhoneNum03206323646
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENDA COLLETTE CPA
ReturnHeader/ReturnTs02026-03-23T09:36:57-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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