Civic Intelligence

A Worcester Schubertiad Inc

EIN 46-2316534 • 501(c)3 • Worcester, MA

Profile

To provide concerts of classical music for the general public as well as educational concerts for students of all grades in the greater worcester area elementary schools, high schools and colleges. To provide for the encouragement of music education and promotions of higher educational standards in all counties within the commonwealth of massachusetts.

9 Jasmine DrWorcester, MA 01605
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

51st percentile

2.2%

Higher net margin than 51% of similar nonprofits.

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

Top Officer Pay

82nd percentile

$1,260

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

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

Asset Growth

89th percentile

72%

Faster asset growth than 89% of similar nonprofits.

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

Revenue Growth

88th percentile

70%

Faster revenue growth than 88% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$2,222

Up $933 (+72%) from 2018

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin51st percentile

Revenue

Up

$42,266

Up $17,428 (+70%) from 2018

Expenses

Up

$41,333

Up $11,855 (+40%) from 2018

Net Income

Up

$933

Up $5,573 (+120%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0K$4.0K$2.0K$0Assets 2013: $299Liabilities 2013: $02013Assets 2015: $1,704Liabilities 2015: $02015Assets 2016: $4,376Liabilities 2016: $02016Assets 2017: $5,929Liabilities 2017: $02017Assets 2018: $1,289Net Assets 2018: $1,2892018Assets 2019: $2,222Liabilities 2019: $02019

Highlighted filing

2019

Assets$2,222
Liabilities$0
Net Assets-
Open 2019 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2013: $6,842Expenses 2013: $6,543Net Income 2013: $2992013Revenue 2015: $15,211Expenses 2015: $14,703Net Income 2015: $5082015Revenue 2016: $19,306Expenses 2016: $16,634Net Income 2016: $2,6722016Revenue 2017: $24,180Expenses 2017: $22,627Net Income 2017: $1,5532017Revenue 2018: $24,838Expenses 2018: $29,478Net Income 2018: -$4,6402018Revenue 2019: $42,266Expenses 2019: $41,333Net Income 2019: $9332019

Highlighted filing

2019

Revenue$42,266
Expenses$41,333
Net Income$933
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$2,222
Liabilities
$0
Net assets
-
Revenue
$42,266
Expenses
$41,333
Net income
$933
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Summary only. Only limited summary data is available for this year.$2.22$0.00$42.3$41.3$0.93
2018Detailed filing. Detailed filing data is available for this year.$1.29$1.29$24.8$29.5$4.64
2017Summary only. Only limited summary data is available for this year.$5.93$0.00$24.2$22.6$1.55
2016Summary only. Only limited summary data is available for this year.$4.38$0.00$19.3$16.6$2.67
2015Summary only. Only limited summary data is available for this year.$1.70$0.00$15.2$14.7$0.51
2013Summary only. Only limited summary data is available for this year.$0.30$0.00$6.84$6.54$0.30
Latest Detailed Filing

The latest 2019 filing currently has summary financial data only. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 6, 2019
Return Version
2018v3.1
Gross Receipts
$24,838
Mission and Program Overview

Mission

To provide concerts of classical music for the general public as well as educational concerts for students of all grades in the greater worcester area elementary schools, high schools and colleges. To provide for the encouragement of music education and promotions of higher educational standards in all counties within the commonwealth of massachusetts.

Program Services

DescriptionGrantsExpenses
CONCERT PERFORMANCES AND EDUCATIONAL CONCERTS FOR STUDENTS-$25,068
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STANLEY WILSONExec. Direct-$1,260-$1,260
SONDRA KELLYArtistic Director-$1,000-$1,000
SUSANNE BLATTPresident-$0--
BRANDON CAIRODirector-$0--
JAIME FLORESDirector-$0--
MATTHEW TAUSSIGTreasurer-$0--
ANDREA COOKDirector-$0--
WESLEY HALLDirector-$0--
Filing and Contact Details

Filer

Filer Name
A Worcester Schubertiad Inc
EIN
46-2316534
Phone
6175121882
Address
9 JASMINE DR, WORCESTER, MA 01605

Signing Officer

Name
Stanley Wilson
Title
Exec. Director
Phone
6175121882
Signed
2019-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Joel B Shaw CPA
Address
120 MAIN STREET 2ND FLOOR, WORCESTER, MA 01608
Preparer
Joel B Shaw
Phone
5087971130
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank fees 68 filing fees 18 printing 1,603 performers 8,100 advertising & marketing 6,210 program expenses 6,416 hall rental 2,500 postage 153 total 25,068”

Form 990-ez, Part III

“To provide concerts of classical music for the general public as well as educational concerts for students of all grades in the greater worcester area elementary schools, high schools and colleges. To provide for the encouragement of music education and promotions of higher educational standards in all counties within the commonwealth of massachusetts.”

Raw XML Appendix163 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WORCESTER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STANLEY WILSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7WESLEY HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXEC. DIRECT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
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IRS990EZ/ProgramServiceRevenueAmt06412
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018426
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 68 FILING FEES 18 PRINTING 1,603 PERFORMERS 8,100 ADVERTISING & MARKETING 6,210 PROGRAM EXPENSES 6,416 HALL RENTAL 2,500 POSTAGE 153 TOTAL 25,068
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE CONCERTS OF CLASSICAL MUSIC FOR THE GENERAL PUBLIC AS WELL AS EDUCATIONAL CONCERTS FOR STUDENTS OF ALL GRADES IN THE GREATER WORCESTER AREA ELEMENTARY SCHOOLS, HIGH SCHOOLS AND COLLEGES. TO PROVIDE FOR THE ENCOURAGEMENT OF MUSIC EDUCATION AND PROMOTIONS OF HIGHER EDUCATIONAL STANDARDS IN ALL COUNTIES WITHIN THE COMMONWEALTH OF MASSACHUSETTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STANLEY WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC. DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06175121882
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0A WORCESTER SCHUBERTIAD INC
ReturnHeader/Filer/BusinessNameControlTxt0AWOR
ReturnHeader/Filer/EIN0462316534
ReturnHeader/Filer/PhoneNum06175121882
ReturnHeader/Filer/USAddress/AddressLine1Txt09 JASMINE DR
ReturnHeader/Filer/USAddress/CityNm0WORCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001605
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ReturnHeader/FilingSecurityInformation/IPTm011:06:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043238365
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0120 MAIN STREET 2ND FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001608
ReturnHeader/PreparerPersonGrp/PhoneNum05087971130
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOEL B SHAW
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-08T11:06:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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