Civic Intelligence

Lynchburg Symphony Orchestra Inc.

990EZ • Fiscal year 2014 • EIN 52-1304854

Jun 01, 2013 to May 31, 2014 • Filed on Oct 15, 2014

621 Court Street24504

(434) 845-6604

Siviq Scores

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

Liabilities / Assets

64th percentile

0.02x

Higher debt load relative to assets than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

31st percentile

-8.1%

Faster asset growth than 31% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

17th percentile

-28%

Faster revenue growth than 17% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$85,269

Down $7,509 (-8.1%) from 2013

Net Assets

Down

$83,753

Down $8,823 (-9.5%) from 2013

Liabilities

Up

$1,516

Up $1,314 (+650%) from 2013

Revenue

Down

$80,663

Down $31,065 (-28%) from 2013

Expenses

Down

$89,486

Down $19,857 (-18%) from 2013

Net Income

Down

-$8,823

Down $11,208 (-470%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $111,895Liabilities 2011: $4,050Net Assets 2011: $107,8452011Assets 2012: $90,997Liabilities 2012: $1,068Net Assets 2012: $89,9292012Assets 2013: $92,778Liabilities 2013: $202Net Assets 2013: $92,5762013Assets 2014: $85,269Liabilities 2014: $1,516Net Assets 2014: $83,7532014Assets 2015: $92,216Liabilities 2015: $917Net Assets 2015: $91,2992015Assets 2016: $103,107Liabilities 2016: $666Net Assets 2016: $102,4412016Assets 2017: $115,546Liabilities 2017: $858Net Assets 2017: $114,6882017Assets 2018: $145,174Liabilities 2018: $1,341Net Assets 2018: $143,8332018Assets 2019: $131,010Liabilities 2019: $1,359Net Assets 2019: $129,6512019Assets 2020: $227,643Liabilities 2020: $16,818Net Assets 2020: $210,8252020Assets 2021: $215,698Liabilities 2021: $1,594Net Assets 2021: $214,1042021Assets 2022: $218,698Liabilities 2022: $5,452Net Assets 2022: $213,2462022Assets 2023: $142,841Liabilities 2023: $6,821Net Assets 2023: $136,0202023Assets 2024: $137,291Liabilities 2024: $4,864Net Assets 2024: $132,4272024Assets 2025: $198,056Liabilities 2025: $4,295Net Assets 2025: $193,7612025

Highlighted filing

2014

Assets$85,269
Liabilities$1,516
Net Assets$83,753

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $131,488Expenses 2011: $121,804Net Income 2011: $9,6842011Revenue 2012: $105,930Expenses 2012: $118,770Net Income 2012: -$12,8402012Revenue 2013: $111,728Expenses 2013: $109,343Net Income 2013: $2,3852013Revenue 2014: $80,663Expenses 2014: $89,486Net Income 2014: -$8,8232014Revenue 2015: $128,103Expenses 2015: $120,557Net Income 2015: $7,5462015Revenue 2016: $98,018Expenses 2016: $83,294Net Income 2016: $14,7242016Revenue 2017: $108,572Expenses 2017: $96,325Net Income 2017: $12,2472017Revenue 2018: $138,856Expenses 2018: $109,710Net Income 2018: $29,1462018Revenue 2019: $207,030Expenses 2019: $221,212Net Income 2019: -$14,1822019Revenue 2020: $306,151Expenses 2020: $224,977Net Income 2020: $81,1742020Revenue 2021: $221,191Expenses 2021: $217,912Net Income 2021: $3,2792021Revenue 2022: $351,627Expenses 2022: $377,256Net Income 2022: -$25,6292022Revenue 2023: $340,750Expenses 2023: $417,976Net Income 2023: -$77,2262023Revenue 2024: $373,877Expenses 2024: $377,466Net Income 2024: -$3,5892024Revenue 2025: $459,976Expenses 2025: $409,154Net Income 2025: $50,8222025

Highlighted filing

2014

Revenue$80,663
Expenses$89,486
Net Income-$8,823
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Oct 15, 2014
Return Version
2013v3.1
Gross Receipts
$80,663
Mission and Program Overview

Mission

The organizations mission is to enrich lives and connect the community through opportunities to experience beautiful and high-quality symphonic music with a vision that the organization is a vibrant and integral leader of the Lynchburg, Virginia arts community where the community gathers around music for enjoyment, education, and transformative experiences.

Provide lynchburg, virginia community with symphonic music performances and education

Program Services

DescriptionGrantsExpenses
PROVIDING MUSIC PERFORMANCE AND EDUCATION-$85,905
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BECKY BORTBoard Member-$0--
MARGIE CALLAHANPresident-$0--
DIANE BIRDTreasurer-$0--
DANIEL KEPEL-YOUNGMusician Rep-$0--
WALKER PENNOCKMusician Rep-$0--
MIKE STRAWMusician Rep-$0--
BETTY CORBINBoard Member-$0--
NANCY COURSEYBoard Member-$0--
ARIONE LAWSONBoard Member-$0--
DORSEY MAYOBoard Member-$0--
MARIA NATHANBoard Member-$0--
BETH JOHNSONSecretary-$0--
CLAUDIA POLLARDBoard Member-$0--
MIKE TROXELBoard Member-$0--
Filing and Contact Details

Filer

EIN
52-1304854
Phone
4348456604

Signing Officer

Name
Margie Callahan
Title
President
Phone
4348456604
Signed
2014-10-15
Discuss with paid preparer
Yes

Preparer

Preparer
Wynn Shackleford CPA
Phone
4342373500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 10,598 office 1,634 insurance 1,596 non-investment depreciation 649 total 14,477

Form 990-ez, Part I, Line 20

PRIOR PERIOD ADJ 0

Form 990-ez, Part II, Line 24

4,793 4,793 less accumulated depreciation 3,726 4,375 investment in lynchburg comm. Trust 67,116 67,116 total 68,183 67,534

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 91 1,141 payroll liabilities 111 375

Form 990-ez, Part III

Provide lynchburg, virginia community with symphonic music performances and education

Form 990-ez, Part III, Line 31

Providing music performance and education

Raw XML Appendix197 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0BECKY BORT
CompensationExplanation/CompensationExplanationGrp/PersonNm1MARGIE CALLAHAN
CompensationExplanation/CompensationExplanationGrp/PersonNm2DIANE BIRD
CompensationExplanation/CompensationExplanationGrp/PersonNm3DANIEL KEPELYOUNG
CompensationExplanation/CompensationExplanationGrp/PersonNm4WALKER PENNOCK
CompensationExplanation/CompensationExplanationGrp/PersonNm5MIKE STRAW
CompensationExplanation/CompensationExplanationGrp/PersonNm6BETTY CORBIN
CompensationExplanation/CompensationExplanationGrp/PersonNm7NANCY COURSEY
CompensationExplanation/CompensationExplanationGrp/PersonNm8ARIONE LAWSON
CompensationExplanation/CompensationExplanationGrp/PersonNm9DORSEY MAYO
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CompensationExplanation/CompensationExplanationGrp/PersonNm11BETH JOHNSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BECKY BORT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARGIE CALLAHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DIANE BIRD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DANIEL KEPEL-YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WALKER PENNOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MIKE STRAW
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11BETH JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12CLAUDIA POLLARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13MIKE TROXEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MUSICIAN REP
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt068183
IRS990EZ/OtherAssetsTotalDetail/EOYAmt067534
IRS990EZ/OtherExpensesTotalAmt014477
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE LYNCHBURG, VIRGINIA COMMUNITY WITH SYMPHONIC MUSIC PERFORMANCES AND EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING MUSIC PERFORMANCE AND EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt085905
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt089486
IRS990EZ/TotalProgramServiceExpensesAmt085905
IRS990EZ/TotalRevenueAmt080663
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LYNCHBURGSYMPHONY.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt080658
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0111721
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt075972
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt079385
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0101598
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0449334
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03418
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01563
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07291
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt012279
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt05
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97340
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0101598
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0449334
IRS990ScheduleA/TotalSupportAmt0461613
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 10,598 OFFICE 1,634 INSURANCE 1,596 NON-INVESTMENT DEPRECIATION 649 TOTAL 14,477
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJ 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24,793 4,793 LESS ACCUMULATED DEPRECIATION 3,726 4,375 INVESTMENT IN LYNCHBURG COMM. TRUST 67,116 67,116 TOTAL 68,183 67,534
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 91 1,141 PAYROLL LIABILITIES 111 375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROVIDE LYNCHBURG, VIRGINIA COMMUNITY WITH SYMPHONIC MUSIC PERFORMANCES AND EDUCATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROVIDING MUSIC PERFORMANCE AND EDUCATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGIE CALLAHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04348456604
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10LYNCHBURG SYMPHONY ORCHESTRA
ReturnHeader/Filer/BusinessNameControlTxt0LYNC
ReturnHeader/Filer/EIN0521304854
ReturnHeader/Filer/PhoneNum04348456604
ReturnHeader/Filer/USAddress/AddressLine10621 COURT STREET
ReturnHeader/Filer/USAddress/City0LYNCHBURG
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode024504
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541702401
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SHACKLEFORD & WERTHMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103038 WATERLICK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LYNCHBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode024502
ReturnHeader/PreparerPersonGrp/PhoneNum04342373500
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WYNN SHACKLEFORD CPA
ReturnHeader/ReturnTs02014-10-15T08:19:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-06-01
ReturnHeader/TaxPeriodEndDt02014-05-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.98$0.04$1.94$4.60$4.09$0.51
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.05$1.32$3.74$3.77$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.43$0.07$1.36$3.41$4.18$0.77
2022Detailed filing. Detailed filing data is available for this year.$2.19$0.05$2.13$3.52$3.77$0.26
2021Detailed filing. Detailed filing data is available for this year.$2.16$0.02$2.14$2.21$2.18$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.28$0.17$2.11$3.06$2.25$0.81
2019Detailed filing. Detailed filing data is available for this year.$1.31$0.01$1.30$2.07$2.21$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.45$0.01$1.44$1.39$1.10$0.29
2017Detailed filing. Detailed filing data is available for this year.$1.16$0.01$1.15$1.09$0.96$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.01$1.02$0.98$0.83$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.01$0.91$1.28$1.21$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.02$0.84$0.81$0.89$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.00$0.93$1.12$1.09$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.01$0.90$1.06$1.19$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.04$1.08$1.31$1.22$0.10