Civic Intelligence

The Ottumwa Symphony Orchestra Foundation

990 • Fiscal year 2021 • EIN 42-1320132

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 14, 2022

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

(641) 777-7788

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$248,263

Up $6,348 (+2.6%) from 2020

Net Assets

Up

$248,063

Up $6,148 (+2.5%) from 2020

Liabilities

Up

$200

Up $200 from 2020

Revenue And Expenses

Revenue

Up

$64,434

Up $50,280 (+355%) from 2020

Expenses

Up

$58,286

Up $37,125 (+175%) from 2020

Net Income

Up

$6,148

Up $13,155 (+188%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$248,263
Liabilities$200
Net Assets$248,063
Open 2021 Filing

Operations Trend

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

2021

Revenue$64,434
Expenses$58,286
Net Income$6,148
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 14, 2022
Return Version
2020v4.0
Gross Receipts
$64,434
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$205,978$214,093▲ $8,115
Cash and Non-Interest-Bearing Accounts$23,085$21,612▼ $1,473
Savings and Temporary Cash Investments$12,447$12,448▲ $1
Land, Buildings, and Equipment, Net$405$110▼ $295
Total Assets$241,915$248,263▲ $6,348
Liabilities
Accounts Payable and Accrued Expenses-$200-
Total Liabilities$0$200▲ $200
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$241,915$248,063▲ $6,148
Total Net Assets Fund Balance$241,915$248,063▲ $6,148
Total Liabilities and Net Assets / Fund Balance$241,915$248,263▲ $6,348

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$110$3,295$3,405
Compensation and Service Providers

Board Members and Trustees

NameTitle
Maggie MorrisseyPresident
Alex MorleyBoard Member
Andrea BarkerBoard Member
Cherilynn WestrichBoard Member
Dan DowlingBoard Member
David SharpBoard Member
Diane DowlingBoard Member
Jake HestonBoard Member
Jane Broek-kramerBoard Member
Janet VinyardBoard Member
Linda MontgomeryBoard Member
Margaret VittetoeBoard Member
Mary Beth HammerBoard Member
Pam DeboerBoard Member
Patty BabbBoard Member
Robert MorrisseyBoard Member
Sally PhippenBoard Member
Steve MillerBoard Member
Barb SasseenSecretary
Kimberly ArdueserTreasurer
Dennis WillhoitVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$33,348
Program Service Revenue
$22,450
Investment Income
$8,636
Other Revenue
$0
Change in Net Assets
$6,148
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$55,286
Total Fundraising Expense$6,862
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$32,033--$32,033
Office Expenses$2,740$582$159$3,481
Current Officers, Directors, Trustees, and Key Employees-$3,000-$3,000
All Other Expenses$440-$425$865
Information Technology$850--$850
Insurance$424$424-$848
Other Expenses$820$4,000$481$820
Advertising--$712$712
Fees for Services Accounting-$360-$360
Depreciation Depletion$295--$295
Total Functional Expenses$43,058$8,366$6,862$58,286
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
2022-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maggie Morrissey
Formed
2006
Voting Board Members
21
Independent Board Members
21
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 32,033 0 0”

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IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0EVENT EXPENSES
IRS990/OtherExpensesGrp/Desc1STRATEGIC PLANNING FEE
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3DUES
IRS990/OtherExpensesGrp/FundraisingAmt05085
IRS990/OtherExpensesGrp/FundraisingAmt1481
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04000
IRS990/OtherExpensesGrp/ProgramServicesAmt05085
IRS990/OtherExpensesGrp/ProgramServicesAmt1371
IRS990/OtherExpensesGrp/ProgramServicesAmt2820
IRS990/OtherExpensesGrp/TotalAmt010170
IRS990/OtherExpensesGrp/TotalAmt14000
IRS990/OtherExpensesGrp/TotalAmt2852
IRS990/OtherExpensesGrp/TotalAmt3820
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MAGGIE MORRISSEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt022450
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt022450
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03135
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02350
IRS990/PYOtherExpensesAmt019661
IRS990/PYProgramServiceRevenueAmt08669
IRS990/PYRevenuesLessExpensesAmt0-7007
IRS990/PYSalariesCompEmpBnftPaidAmt01500
IRS990/PYTotalExpensesAmt021161
IRS990/PYTotalRevenueAmt014154
IRS990/ReconcilationRevenueExpnssAmt06148
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt022450
IRS990/SavingsAndTempCashInvstGrp/BOYAmt012447
IRS990/SavingsAndTempCashInvstGrp/EOYAmt012448
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt033348
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03135
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt023110
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt021054
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt026281
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0106928
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08573
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02330
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07339
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07347
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06366
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt031955
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt022480
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08689
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt052990
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt055261
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt051385
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0190805
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08573
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02330
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07339
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07347
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06366
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt031955
IRS990ScheduleA/InvestmentIncomeCYPct00.10000
IRS990ScheduleA/InvestmentIncomePYPct00.09000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.90310
IRS990ScheduleA/PublicSupportPY509Pct00.91310
IRS990ScheduleA/PublicSupportTotal509Amt0297733
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055828
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt011824
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt076100
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt076315
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt077666
IRS990ScheduleA/Total509Grp/TotalAmt0297733
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt064401
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt014154
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt083439
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt083662
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt084032
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0329688
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0110
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03295
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03405
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0110
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0PATTY BABB
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1PATTY BABB
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
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 32,033 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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0241915
IRS990/TotalAssetsEOYAmt0248263
IRS990/TotalAssetsGrp/BOYAmt0241915
IRS990/TotalAssetsGrp/EOYAmt0248263
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt033348
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt06862
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08366
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt043058
IRS990/TotalFunctionalExpensesGrp/TotalAmt058286
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0200
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0200
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0241915

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$248,263
Liabilities
$200
Net assets
$248,063
Revenue
$64,434
Expenses
$58,286
Net income
$6,148
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