Civic Intelligence

The Ottumwa Symphony Orchestra Foundation

990 • Fiscal year 2019 • EIN 42-1320132

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 04, 2020

Organization ProfileOTTUMWASYMPHONYORCHESTRA.NET
PO Box 173Ottumwa, IA 52501-0713

(641) 777-7788

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

47th percentile

2.3%

Higher net margin than 47% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

48th percentile

0.8%

Faster asset growth than 48% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

60th percentile

7.8%

Faster revenue growth than 60% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$248,922

Up $2,046 (+0.8%) from 2018

Net Assets

Up

$248,922

Up $2,046 (+0.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin47th percentile

Revenue

Up

$90,789

Up $6,566 (+7.8%) from 2018

Expenses

Up

$88,743

Up $15,037 (+20%) from 2018

Net Income

Down

$2,046

Down $8,471 (-81%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2019

Assets$248,922
Liabilities$0
Net Assets$248,922
Open 2019 Filing

Operations Trend

Revenue Growth60th 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

2019

Revenue$90,789
Expenses$88,743
Net Income$2,046
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 4, 2020
Return Version
2019v5.0
Gross Receipts
$90,789
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$194,104$203,183▲ $9,079
Cash and Non-Interest-Bearing Accounts$39,377$32,617▼ $6,760
Savings and Temporary Cash Investments$12,231$12,423▲ $192
Land, Buildings, and Equipment, Net$1,164$699▼ $465
Total Assets$246,876$248,922▲ $2,046
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$246,876$248,922▲ $2,046
Total Net Assets Fund Balance$246,876$248,922▲ $2,046
Total Liabilities and Net Assets / Fund Balance$246,876$248,922▲ $2,046

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$699$2,706$3,405
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Maggie MorrisseyPresident
Alex MorleyBoard Member
Andrea BarkerBoard Member
Barb SasseenBoard Member
Beth HendredBoard Member
Cara GallowayBoard Member
Cherilynn WestrichBoard Member
Dan DowlingBoard Member
David SharpBoard Member
Janet VinyardBoard Member
Linda MontgomeryBoard Member
Margaret VittetoeBoard Member
Mary Beth HammerBoard Member
Patty BabbBoard Member
Robert MorrisseyBoard Member
Sally PhippenBoard Member
Steve MillerBoard Member
Diane DowlingSecretary
Kimberly ArdueserTreasurer
Dennis WillhoitVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$30,481
Program Service Revenue
$50,938
Investment Income
$9,370
Other Revenue
$0
Change in Net Assets
$2,046
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$85,743
Total Fundraising Expense$18,663
Salaries, Compensation, and Employee Benefits$3,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$46,825--$46,825
Office Expenses-$3,276$3,275$6,551
Current Officers, Directors, Trustees, and Key Employees$3,000--$3,000
All Other Expenses$972--$972
Other Expenses$868-$3,408$868
Insurance-$789-$789
Advertising$315-$315$630
Depreciation Depletion$465--$465
Fees for Services Accounting-$405-$405
Total Functional Expenses$65,610$4,470$18,663$88,743
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Patty BabbBoard MemberManagerNo-
Patty BabbBoard MemberMusicianNo-
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
Yes
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
EIN
42-1320132
Phone
6417777788
Address
PO BOX 173, OTTUMWA, IA 52501-0713

Signing Officer

Name
Kimberly Ardueser
Title
Treasurer
Phone
6417777788
Signed
2020-06-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maggie Morrissey
Formed
2006
Voting Board Members
20
Independent Board Members
20
Employees
0

Preparer

Firm
Kevin J Wadle CPA Pc
Address
117 S 4TH ST, KNOXVILLE, IA 50138-1757
Preparer
Kevin J Wadle
Phone
6418422137
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, Part IX, Line 11G

“MUSICIANS 46,825 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/PrincipalOfficerNm0MAGGIE MORRISSEY
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt076100
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt076315
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt077666
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0410055
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0699
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02706
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03405
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0699
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1PATTY BABB
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1BOARD MEMBER
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MANAGER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1MUSICIAN
IRS990/ScheduleORequiredInd0true
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/ExplanationTxt1A 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/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC VIA WRITTEN REQUEST TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MUSICIANS 46,825 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt088743
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010768 BLADENSBURG RD

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$248,922
Liabilities
$0
Net assets
$248,922
Revenue
$90,789
Expenses
$88,743
Net income
$2,046
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