Civic Intelligence

The Ottumwa Symphony Orchestra Foundation

990 • Fiscal year 2022 • EIN 42-1320132

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 14, 2022

Organization ProfileOTTUMWASYMPHONYORCHESTRA.NET
PO Box 173Ottumwa, IA 52501

(641) 777-7229

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

30th percentile

-6.6%

Higher net margin than 30% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

88th percentile

68%

Faster asset growth than 88% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

73rd percentile

51%

Faster revenue growth than 73% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$417,301

Up $169,038 (+68%) from 2021

Net Assets

Up

$417,101

Up $169,038 (+68%) from 2021

Liabilities

Flat

$200

Flat from 2021

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin30th percentile

Revenue

Up

$97,589

Up $33,155 (+51%) from 2021

Expenses

Up

$104,061

Up $45,775 (+79%) from 2021

Net Income

Down

-$6,472

Down $12,620 (-205%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$600K$400K$200K$0Assets 2011: $186,241Liabilities 2011: $02011Assets 2013: $224,774Liabilities 2013: $0Net Assets 2013: $224,7742013Assets 2014: $223,271Liabilities 2014: $0Net Assets 2014: $223,2712014Assets 2015: $224,306Liabilities 2015: $0Net Assets 2015: $224,3062015Assets 2016: $221,775Liabilities 2016: $0Net Assets 2016: $221,7752016Assets 2017: $236,359Liabilities 2017: $0Net Assets 2017: $236,3592017Assets 2018: $246,876Liabilities 2018: $0Net Assets 2018: $246,8762018Assets 2019: $248,922Liabilities 2019: $0Net Assets 2019: $248,9222019Assets 2020: $241,915Liabilities 2020: $0Net Assets 2020: $241,9152020Assets 2021: $248,263Liabilities 2021: $200Net Assets 2021: $248,0632021Assets 2022: $417,301Liabilities 2022: $200Net Assets 2022: $417,1012022Assets 2023: $413,036Liabilities 2023: $0Net Assets 2023: $413,0362023Assets 2024: $422,378Liabilities 2024: $2,250Net Assets 2024: $420,1282024Assets 2025: $421,014Liabilities 2025: $0Net Assets 2025: $421,0142025

Highlighted filing

2022

Assets$417,301
Liabilities$200
Net Assets$417,101
Open 2022 Filing

Operations Trend

Revenue Growth73rd percentile

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

$200K$100K$0-$100KRevenue 2011: $77,113Expenses 2011: $66,723Net Income 2011: $10,3902011Revenue 2013: $88,294Expenses 2013: $80,987Net Income 2013: $7,3072013Revenue 2014: $66,611Expenses 2014: $68,114Net Income 2014: -$1,5032014Revenue 2015: $68,799Expenses 2015: $67,764Net Income 2015: $1,0352015Revenue 2016: $84,559Expenses 2016: $87,090Net Income 2016: -$2,5312016Revenue 2017: $83,932Expenses 2017: $69,348Net Income 2017: $14,5842017Revenue 2018: $84,223Expenses 2018: $73,706Net Income 2018: $10,5172018Revenue 2019: $90,789Expenses 2019: $88,743Net Income 2019: $2,0462019Revenue 2020: $14,154Expenses 2020: $21,161Net Income 2020: -$7,0072020Revenue 2021: $64,434Expenses 2021: $58,286Net Income 2021: $6,1482021Revenue 2022: $97,589Expenses 2022: $104,061Net Income 2022: -$6,4722022Revenue 2023: $131,387Expenses 2023: $151,226Net Income 2023: -$19,8392023Revenue 2024: $122,577Expenses 2024: $167,186Net Income 2024: -$44,6092024Revenue 2025: $97,471Expenses 2025: $137,712Net Income 2025: -$40,2412025

Highlighted filing

2022

Revenue$97,589
Expenses$104,061
Net Income-$6,472
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 14, 2022
Return Version
2021v4.0
Gross Receipts
$105,016
Mission and Program Overview

Mission

The purpose of the ottumwa symphony orchestra foundation is to provide for the perpetuation of musical arts and performances in the city of ottumwa and surrounding communities and for the encouragement of musical education amongst elementary, high school and community college students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$214,093$389,237▲ $175,144
Cash and Non-Interest-Bearing Accounts$21,612$15,613▼ $5,999
Savings and Temporary Cash Investments$12,448$12,451▲ $3
Land, Buildings, and Equipment, Net$110--
Total Assets$248,263$417,301▲ $169,038
Liabilities
Accounts Payable and Accrued Expenses$200$200→ $0
Total Liabilities$200$200→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$248,063$417,101▲ $169,038
Total Net Assets Fund Balance$248,063$417,101▲ $169,038
Total Liabilities and Net Assets / Fund Balance$248,263$417,301▲ $169,038

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$3,405$3,405
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Maggie MorrisseyPresident
Alex MorleyBoard Member
Cherilynn WestrichBoard Member
Dan DowlingBoard Member
David SharpBoard Member
Diane DowlingBoard Member
Jake HestonBoard Member
Jane KramerBoard Member
Janet VinyardBoard Member
Jennifer WilsonBoard Member
Linda MontgomeryBoard Member
Margaret VittetoeBoard Member
Mary Beth HammerBoard Member
Pam DeboerBoard Member
Robert MorrisseyBoard Member
Steve MillerBoard Member
Sally PhippenPast Preside
Barb SasseenSecretary
Kimberly ArdueserTreasurer
Dennis WillhoitVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$38,732
Program Service Revenue
$42,191
Investment Income
$4,655
Other Revenue
$12,011
All Other Contributions
$38,732
Change in Net Assets
$-6,472
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$99,061
Salaries, Compensation, and Employee Benefits$5,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$62,605--$62,605
Office Expenses$6,195--$6,195
Other Salaries and Wages-$5,000-$5,000
Occupancy$3,825--$3,825
Travel$3,600--$3,600
Information Technology$3,480--$3,480
Insurance$746--$746
Advertising$690--$690
Fees for Services Accounting-$625-$625
Other Expenses$560--$560
All Other Expenses$351--$351
Depreciation Depletion$110--$110
Total Functional Expenses$98,436$5,625$0$104,061
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$19,438
Fundraising Direct Expenses$7,427
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
25 Men Fundrais$9,165$9,165$4,800$4,365
Total Events$9,165$9,165$4,800$4,365
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
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

“A copy of the completed form 990, and related schedules, is provided to the board of directors for review at a monthly meeting. Members are provided the opportunity to ask questions related to the completed return prior to its filing.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available to the public via written request to the board of directors.”

Filing and Contact Details

Filer

Filer Name
The Ottumwa Symphony Orchestra
EIN
42-1320132
Phone
6417777229
Address
PO BOX 173, OTTUMWA, IA 52501

Signing Officer

Name
Dennis Willhoit
Title
Vice President
Phone
6417777229
Signed
2022-09-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maggie Morrissey
Formed
2006
Legal Domicile
Ia
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
85

Preparer

Firm
Bradley T Barnes CPA Pc
Address
110 E 3RD STREET, OTTUMWA, IA 52501
Preparer
Bradley T Barnes
Phone
6416823440
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The purpose of the ottumwa symphony orchestra foundation is to provide for the perpetuation of musical arts and performances in the city of ottumwa and surrounding communities and for the encouragement of musical education amongst elementary, high school and community college students.”

Form 990, Page 1, Part I, Line 6

“Volunteers provide various services such as working at events, board member services, and fundraising efforts.”

Form 990, Part IX, Line 11G

“MUSICIANS 62,605 0 0”

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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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IRS990/MissionDesc0THE PURPOSE OF THE OTTUMWA SYMPHONY ORCHESTRA FOUNDATION IS TO PROVIDE FOR THE PERPETUATION OF MUSICAL ARTS AND PERFORMANCES IN THE CITY OF OTTUMWA AND SURROUNDING COMMUNITIES AND FOR THE ENCOURAGEMENT OF MUSICAL EDUCATION AMONGST ELEMENTARY, HIGH SCHOOL AND COMMUNITY COLLEGE STUDENTS.
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/Desc0EVENT EXPENSES
IRS990/OtherExpensesGrp/Desc1DUES
IRS990/OtherExpensesGrp/Desc2SCHOLARSHIP
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt05000
IRS990/OtherSalariesAndWagesGrp/TotalAmt05000
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MAGGIE MORRISSEY
IRS990/PriorPeriodAdjustmentsAmt0175510
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0OTHER EVENT INCOME
IRS990/ProgramServiceRevenueGrp/Desc1EVENT SPONSORSHIPS
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IRS990/ReconcilationRevenueExpnssAmt0-6472
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/InvestmentIncomePYPct00.10000
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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03405
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm025 MEN FUNDRAIS
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09165
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF THE OTTUMWA SYMPHONY ORCHESTRA FOUNDATION IS TO PROVIDE FOR THE PERPETUATION OF MUSICAL ARTS AND PERFORMANCES IN THE CITY OF OTTUMWA AND SURROUNDING COMMUNITIES AND FOR THE ENCOURAGEMENT OF MUSICAL EDUCATION AMONGST ELEMENTARY, HIGH SCHOOL AND COMMUNITY COLLEGE STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VOLUNTEERS PROVIDE VARIOUS SERVICES SUCH AS WORKING AT EVENTS, BOARD MEMBER SERVICES, AND FUNDRAISING EFFORTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE COMPLETED FORM 990, AND RELATED SCHEDULES, IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AT A MONTHLY MEETING. MEMBERS ARE PROVIDED THE OPPORTUNITY TO ASK QUESTIONS RELATED TO THE COMPLETED RETURN PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC VIA WRITTEN REQUEST TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MUSICIANS 62,605 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0248263

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$417,301
Liabilities
$200
Net assets
$417,101
Revenue
$97,589
Expenses
$104,061
Net income
-$6,472
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.97$1.38$0.40
2024Detailed filing. Detailed filing data is available for this year.$4.22$0.02$4.20$1.23$1.67$0.45
2023Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$1.31$1.51$0.20
2022Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.98$1.04$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.64$0.58$0.06
2020Summary only. Only limited summary data is available for this year.$2.42$0.00$2.42$0.14$0.21$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.91$0.89$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.84$0.74$0.11
2017Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.84$0.69$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.85$0.87$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.69$0.68$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.67$0.68$0.02
2013Summary only. Only limited summary data is available for this year.$2.25$0.00$2.25$0.88$0.81$0.07
2011Summary only. Only limited summary data is available for this year.$1.86$0.00$0.77$0.67$0.10