Civic Intelligence

Waltham Symphony Orchestra Inc

990EZ • Fiscal year 2016 • EIN 41-2262395

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

Organization Profilewww.walthamsymphony.org
920 Trapelo RoadWaltham, MA 02452

(781) 883-7527

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

7th percentile

-55%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

77th percentile

$3,000

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 20.8% of source-year revenue.

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

Asset Growth

7th percentile

-57%

Faster asset growth than 7% of similar nonprofits.

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

Revenue Growth

14th percentile

-36%

Faster revenue growth than 14% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$6,088

Down $7,911 (-57%) from 2015

Net Assets

Down

$6,088

Down $7,911 (-57%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Down

$14,413

Down $8,141 (-36%) from 2015

Expenses

Up

$22,324

Up $6,394 (+40%) from 2015

Net Income

Down

-$7,911

Down $14,535 (-219%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$30K$20K$10K$0Assets 2010: $29,065Liabilities 2010: $02010Assets 2011: $2,799Liabilities 2011: $02011Assets 2012: $2,628Liabilities 2012: $02012Assets 2013: $8,074Net Assets 2013: $8,0742013Assets 2014: $7,375Liabilities 2014: $02014Assets 2015: $13,999Net Assets 2015: $13,9992015Assets 2016: $6,088Net Assets 2016: $6,0882016Assets 2017: $5,907Net Assets 2017: $5,9072017Assets 2018: $1,823Liabilities 2018: $02018Assets 2019: $0Net Assets 2019: $02019

Highlighted filing

2016

Assets$6,088
Liabilities-
Net Assets$6,088
Open 2016 Filing

Operations Trend

Revenue Growth14th percentile

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

$100K$50K$0-$50KRevenue 2010: $74,628Expenses 2010: $48,219Net Income 2010: $26,4092010Revenue 2011: $1,930Expenses 2011: $1,926Net Income 2011: $42011Revenue 2012: $6,333Expenses 2012: $6,504Net Income 2012: -$1712012Revenue 2013: $14,232Expenses 2013: $8,786Net Income 2013: $5,4462013Revenue 2014: $16,374Expenses 2014: $17,073Net Income 2014: -$6992014Revenue 2015: $22,554Expenses 2015: $15,930Net Income 2015: $6,6242015Revenue 2016: $14,413Expenses 2016: $22,324Net Income 2016: -$7,9112016Revenue 2017: $11,045Expenses 2017: $11,226Net Income 2017: -$1812017Revenue 2018: $3,854Expenses 2018: $7,938Net Income 2018: -$4,0842018Revenue 2019: $4,176Expenses 2019: $5,999Net Income 2019: -$1,8232019

Highlighted filing

2016

Revenue$14,413
Expenses$22,324
Net Income-$7,911
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Gross Receipts
$15,385
Mission and Program Overview

Mission

Provide community musical enrichment

Program Services

DescriptionGrantsExpenses
PERMORMANCES OF MUSICAL CONCERTS TO ENRICH THE BOSTON METROWEST AREA$500$17,662
DEVELOP MULTI-ETHNIC COLLABORATIVE PRODUCTIONS OF MUSICAL PIECES, FOSTERING A BETTER UNDERSTANDING AMONG WALTHAM AND METROWEST COMMUNITIES AND CREATING A NEW FRAMEWORK FOR A CLASSICAL SYMPHONY ORCHESTRA-$890
PROMOTE MUSICAL EDUCATION FOR YOUTH IN THE CITY OF WALTHAM AND SURROUNDING COMMUNITIES.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICK J BOTTIPresident, Music DirectorPT$3,000-$3,000
LISA MCILRATHTreasurerPT$0--
GARY MADISONDirector-$0--
JOAN GARNISSChairman-$0--
MARTY AHRENSClerk-$0--
Filing and Contact Details

Filer

Filer Name
Waltham Symphony Orchestra Inc
EIN
41-2262395
Phone
7818837527
Address
920 TRAPELO ROAD, WALTHAM, MA 02452

Signing Officer

Name
Lisa Mcilrath
Title
Treasurer
Phone
7818837527
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Dubinsky & Gleason
Address
73 LEXINGTON ST 102-1, AUBURNDALE, MA 02466
Preparer
James L Gleason
Phone
8572552297
Supplemental Narrative

Additional Explanations

Other

“Part i, line 16 see other expense schedule”

Form 990EZ, Part I, Line 16

“ADVERTISING 1260.”

Form 990EZ, Part I, Line 16

“FUNDRAISING 95.”

Form 990EZ, Part I, Line 16

“INSURANCE 875.”

Form 990EZ, Part I, Line 16

“LICENSE FEES 0.”

Form 990EZ, Part I, Line 16

“PROGRAM EXPENSE 18552.”

Form 990EZ, Part I, Line 16

“STAFF DEVELOPMENT 222.”

Form 990EZ, Part I, Line 16

“STATE TAXES 51.”

Raw XML Appendix178 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LISA MCILRATH
IRS990EZ/BooksInCareOfDetail/PhoneNum07818837527
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0920 TRAPELO ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WALTHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002452
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013999
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06088
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09077
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7911
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0370
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013999
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06088
IRS990EZ/FundraisingGrossIncomeAmt0836
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt015385
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013999
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06088
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013999
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06088
IRS990EZ/OccupancyRentUtltsAndMaintAmt0899
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt23000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA MCILRATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GARY MADISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PATRICK J BOTTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOAN GARNISS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARTY AHRENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT, MUSIC DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CLERK
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021055
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE COMMUNITY MUSICAL ENRICHMENT
IRS990EZ/ProgramServiceRevenueAmt05470
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PERMORMANCES OF MUSICAL CONCERTS TO ENRICH THE BOSTON METROWEST AREA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DEVELOP MULTI-ETHNIC COLLABORATIVE PRODUCTIONS OF MUSICAL PIECES, FOSTERING A BETTER UNDERSTANDING AMONG WALTHAM AND METROWEST COMMUNITIES AND CREATING A NEW FRAMEWORK FOR A CLASSICAL SYMPHONY ORCHESTRA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROMOTE MUSICAL EDUCATION FOR YOUTH IN THE CITY OF WALTHAM AND SURROUNDING COMMUNITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017662
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1890
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0972
IRS990EZ/SpecialEventsNetIncomeLossAmt0-136
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022324
IRS990EZ/TotalProgramServiceExpensesAmt018552
IRS990EZ/TotalRevenueAmt014413
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.walthamsymphony.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09077
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt017595
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08947
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09667
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt046861
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05470
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04956
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07425
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04565
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04758
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt027174
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt074035
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014547
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt022551
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt016372
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt014232
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt06333
IRS990ScheduleA/Total509Grp/TotalAmt074035
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt074042
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PART I, LINE 16 SEE OTHER EXPENSE SCHEDULE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADVERTISING 1260.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING 95.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INSURANCE 875.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LICENSE FEES 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROGRAM EXPENSE 18552.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STAFF DEVELOPMENT 222.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7STATE TAXES 51.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA MCILRATH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07818837527
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTHAM SYMPHONY ORCHESTRA INC
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0412262395
ReturnHeader/Filer/PhoneNum07818837527
ReturnHeader/Filer/USAddress/AddressLine1Txt0920 TRAPELO ROAD
ReturnHeader/Filer/USAddress/CityNm0WALTHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002452
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A0FFC3B7840170E142CB868ACB9CB56C1238664C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A0FFC3B7840170E142CB868ACB9CB56C1238664C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.19.208.76
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:15:41
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUBINSKY & GLEASON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt073 LEXINGTON ST 102-1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUBURNDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002466
ReturnHeader/PreparerPersonGrp/PhoneNum08572552297
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES L GLEASON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-14T13:15:58-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,088
Liabilities
-
Net assets
$6,088
Revenue
$14,413
Expenses
$22,324
Net income
-$7,911
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$4.18$6.00$1.82
2018Summary only. Only limited summary data is available for this year.$1.82$0.00$3.85$7.94$4.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.91$5.91$11.0$11.2$0.18
2016Detailed filing. Detailed filing data is available for this year.$6.09$6.09$14.4$22.3$7.91
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$14.0$22.6$15.9$6.62
2014Summary only. Only limited summary data is available for this year.$7.38$0.00$16.4$17.1$0.70
2013Detailed filing. Detailed filing data is available for this year.$8.07$8.07$14.2$8.79$5.45
2012Summary only. Only limited summary data is available for this year.$2.63$0.00$6.33$6.50$0.17
2011Summary only. Only limited summary data is available for this year.$2.80$0.00$1.93$1.93$0.00
2010Summary only. Only limited summary data is available for this year.$29.1$0.00$74.6$48.2$26.4
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits