Civic Intelligence

A Worcester Schubertiad Inc

990EZ • Fiscal year 2018 • EIN 46-2316534

Jan 01, 2018 to Dec 31, 2018 • Filed on May 06, 2019

Organization ProfileWWW.WORCSCHUBERTIAD.COM
9 Jasmine DrWorcester, MA 01605

(617) 512-1882

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

17th percentile

-19%

Higher net margin than 17% of similar nonprofits.

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

Top Officer Pay

77th percentile

$1,260

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

4th percentile

-78%

Faster asset growth than 4% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

53rd percentile

2.7%

Faster revenue growth than 53% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$1,289

Down $4,640 (-78%) from 2017

Net Assets

$1,289

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin17th percentile

Revenue

Up

$24,838

Up $658 (+2.7%) from 2017

Expenses

Up

$29,478

Up $6,851 (+30%) from 2017

Net Income

Down

-$4,640

Down $6,193 (-399%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$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

2018

Assets$1,289
Liabilities-
Net Assets$1,289
Open 2018 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$24,838
Expenses$29,478
Net Income-$4,640
Open 2018 Filing
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 Pay77th 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXEC. DIRECT
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/ProgramServiceRevenueAmt06412
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018426
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012473
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013429
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08763
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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.
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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
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ReturnHeader/Filer/EIN0462316534
ReturnHeader/Filer/PhoneNum06175121882
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ReturnHeader/FilingSecurityInformation/IPTm011:06:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043238365
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOEL B SHAW CPA
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,289
Liabilities
-
Net assets
$1,289
Revenue
$24,838
Expenses
$29,478
Net income
-$4,640
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