Civic Intelligence

Heartland Symphony Orchestra

990EZ • Fiscal year 2018 • EIN 41-1312390

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 23, 2019

PO Box 241Little Falls, MN 56345

(800) 826-1997

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$2,433

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

18th percentile

-25%

Faster asset growth than 18% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

77th percentile

28%

Faster revenue growth than 77% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$26,345

Down $8,882 (-25%) from 2017

Net Assets

Down

$26,345

Down $8,882 (-25%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$67,692

Up $14,771 (+28%) from 2017

Expenses

Up

$76,574

Up $9,435 (+14%) from 2017

Net Income

Up

-$8,882

Up $5,336 (+38%) from 2017

Historical Trend

Balance Sheet Trend

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

$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

2018

Assets$26,345
Liabilities$0
Net Assets$26,345

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$67,692
Expenses$76,574
Net Income-$8,882
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 23, 2019
Return Version
2017v2.3
Gross Receipts
$73,946
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
PRESENTED THREE CONCERT SERIES TO APPROXIMATELY 1600 PEOPLE. THIS WAS THE 41ST ANNIVERSARY SEASON PRESENTING QUALITY LIVE CLASSICAL MUSIC ENTERTAINMENT TO THE CENTRAL MINNESOTA AREA. THIS GROUP IS A 50-PIECE VOLUNTEER COMMUNITY ORCHESTRA FROM THE CENTRAL MINNESOTA AREA.-$48,969
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. ALL CONCERTS ARE FREE FOR YOUTH THROUGH HIGH SCHOOL AGE. FLANNERY CUNNINGHAM WAS SELECTED AS THE WINNER OF THE 2018 COMPOSERS' COMPETITION. HER ORIGINAL WORK, "CLARION", WAS PERFORMED BY THE ORCHESTRA AS PART OF THEIR SPRING CONCERT SERIES. CUNNINGHAM IS A PHD CANDIDATE AT THE UNIVERSITY OF PENNSYLVANIA. SHE HAS ALSO SCORED, PERFORMED, AND SOUND DESIGNED FOR THEATRICAL AND DANCE PRODUCTIONS IN OXFORD, UK AND NEW YORK.$1,000$4,275
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NAVASHA KLAPOTZBusiness ManPT$2,433-$2,433
JANE KUNKELFormer BusinPT$1,800-$1,800
DEB GRIFFITHPresident-$0--
MONA STEINKEVice-Preside-$0--
HELEN O'BRIENSecretary-$0--
TOM KOTVALTreasurer-$0--
BETTY ALDERMANDirector-$0--
ERICA BJELLANDDirector-$0--
MARY CLEMENTDirector-$0--
HEATHER ERICKSONDirector-$0--
DEAN FITCHDirector-$0--
SUSAN KAVANAUGHDirector-$0--
ECHO KOWALZEKDirector-$0--
PAT MAKEPEACEDirector-$0--
DON WENNBERGDirector-$0--
MICHELL SAKRY-WINKELMANDirector-$0--
MARY VOIGTDirector-$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
2019-04-23
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses publicity and advertising 5,493 office supplies 663 telephone/internet/website 1,932 miscellaneous admin 75 mileage-conductors & players 6,476 insurance 881 concert labor 28,109 small equipment purchases 626 concert production exp 7,601 special program expenses 3,275 total 55,131

Form 990-ez, Part II, Line 24

Instruments 3,115 3,115 prepaid deposit 500 0 total 3,615 3,115

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

Presented three concert series to approximately 1600 people. This was the 41st anniversary season presenting quality live classical music entertainment to the central minnesota area. This group 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. All concerts are free for youth through high school age. Flannery cunningham was selected as the winner of the 2018 composers' competition. Her original work, "clarion", was performed by the orchestra as part of their spring concert series. Cunningham is a phd candidate at the university of pennsylvania. She has also scored, performed, and sound designed for theatrical and dance productions in oxford, uk and new york.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PUBLICITY AND ADVERTISING 5,493 OFFICE SUPPLIES 663 TELEPHONE/INTERNET/WEBSITE 1,932 MISCELLANEOUS ADMIN 75 MILEAGE-CONDUCTORS & PLAYERS 6,476 INSURANCE 881 CONCERT LABOR 28,109 SMALL EQUIPMENT PURCHASES 626 CONCERT PRODUCTION EXP 7,601 SPECIAL PROGRAM EXPENSES 3,275 TOTAL 55,131
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSTRUMENTS 3,115 3,115 PREPAID DEPOSIT 500 0 TOTAL 3,615 3,115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE 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/ExplanationTxt3PRESENTED THREE CONCERT SERIES TO APPROXIMATELY 1600 PEOPLE. THIS WAS THE 41ST ANNIVERSARY SEASON PRESENTING QUALITY LIVE CLASSICAL MUSIC ENTERTAINMENT TO THE CENTRAL MINNESOTA AREA. THIS GROUP IS A 50-PIECE VOLUNTEER COMMUNITY ORCHESTRA FROM THE CENTRAL MINNESOTA AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GUEST 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. ALL CONCERTS ARE FREE FOR YOUTH THROUGH HIGH SCHOOL AGE. FLANNERY CUNNINGHAM WAS SELECTED AS THE WINNER OF THE 2018 COMPOSERS' COMPETITION. HER ORIGINAL WORK, "CLARION", WAS PERFORMED BY THE ORCHESTRA AS PART OF THEIR SPRING CONCERT SERIES. CUNNINGHAM IS A PHD CANDIDATE AT THE UNIVERSITY OF PENNSYLVANIA. SHE HAS ALSO SCORED, PERFORMED, AND SOUND DESIGNED FOR THEATRICAL AND DANCE PRODUCTIONS IN OXFORD, UK AND NEW YORK.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 29
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-23
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0D81D2B8832954BDF3C82E519CBB295AE7131CA76
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D81D2B8832954BDF3C82E519CBB295AE7131CA76
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.90.73.237
ReturnHeader/FilingSecurityInformation/IPDt02019-04-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:08:27
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/PreparationDt02019-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROXANNE C THOMPSON CPA
ReturnHeader/ReturnTs02019-04-29T13:08:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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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
2018Detailed filing. Detailed filing data is available for this year.$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