Civic Intelligence

Punta Gorda Symphony Inc.

990 • Fiscal year 2016 • EIN 59-2029342

May 01, 2015 to Apr 30, 2016 • Filed on Aug 16, 2016

Organization ProfileWWW.CHARLOTTESYMPHONY.COM
6210 Scott Street Rm/Ste 213Punta Gorda, FL 33951-0476

(941) 205-5996

Siviq Scores

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

Liabilities / Assets

89th percentile

0.72x

Higher debt load relative to assets than 89% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

79th percentile

0.30x

Higher debt load relative to revenue than 79% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

42nd percentile

0.4%

Higher net margin than 42% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

69th percentile

10%

Faster asset growth than 69% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$244,915

Up $22,653 (+10%) from 2015

Net Assets

Up

$69,736

Up $2,160 (+3.2%) from 2015

Liabilities

Up

$175,179

Up $20,493 (+13%) from 2015

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin42nd percentile

Revenue

Up

$578,656

Up $58,366 (+11%) from 2015

Expenses

Up

$576,496

Up $45,565 (+8.6%) from 2015

Net Income

Up

$2,160

Up $12,801 (+120%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$800K$600K$400K$200K$0-$200KAssets 2012: $235,530Liabilities 2012: $49,234Net Assets 2012: $186,2962012Assets 2013: $164,305Liabilities 2013: $68,946Net Assets 2013: $95,3592013Assets 2014: $252,400Liabilities 2014: $149,183Net Assets 2014: $103,2172014Assets 2015: $222,262Liabilities 2015: $154,686Net Assets 2015: $67,5762015Assets 2016: $244,915Liabilities 2016: $175,179Net Assets 2016: $69,7362016Assets 2017: $295,279Liabilities 2017: $178,561Net Assets 2017: $116,7182017Assets 2018: $450,440Liabilities 2018: $177,525Net Assets 2018: $272,9152018Assets 2019: $415,527Liabilities 2019: $192,975Net Assets 2019: $222,5522019Assets 2020: $394,124Liabilities 2020: $172,338Net Assets 2020: $221,7862020Assets 2021: $722,633Liabilities 2021: $375,148Net Assets 2021: $347,4852021Assets 2022: $435,851Liabilities 2022: $6,208Net Assets 2022: $429,6432022Assets 2023: $215,000Liabilities 2023: $27,238Net Assets 2023: $187,7622023Assets 2024: $29,477Liabilities 2024: $44,613Net Assets 2024: -$15,1362024Assets 2025: $15,528Liabilities 2025: $41,980Net Assets 2025: -$26,4522025

Highlighted filing

2016

Assets$244,915
Liabilities$175,179
Net Assets$69,736
Open 2016 Filing

Operations Trend

Revenue Growth64th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $525,211Expenses 2012: $414,092Net Income 2012: $111,1192012Revenue 2013: $389,230Expenses 2013: $480,168Net Income 2013: -$90,9382013Revenue 2014: $385,359Expenses 2014: $377,504Net Income 2014: $7,8552014Revenue 2015: $520,290Expenses 2015: $530,931Net Income 2015: -$10,6412015Revenue 2016: $578,656Expenses 2016: $576,496Net Income 2016: $2,1602016Revenue 2017: $685,075Expenses 2017: $638,093Net Income 2017: $46,9822017Revenue 2018: $721,454Expenses 2018: $565,257Net Income 2018: $156,1972018Revenue 2019: $585,838Expenses 2019: $636,201Net Income 2019: -$50,3632019Revenue 2020: $773,003Expenses 2020: $773,769Net Income 2020: -$7662020Revenue 2021: $588,720Expenses 2021: $463,021Net Income 2021: $125,6992021Revenue 2022: $882,296Expenses 2022: $800,138Net Income 2022: $82,1582022Revenue 2023: $584,373Expenses 2023: $826,254Net Income 2023: -$241,8812023Revenue 2024: $293,288Expenses 2024: $496,943Net Income 2024: -$203,6552024Revenue 2025: $2,666Expenses 2025: $13,691Net Income 2025: -$11,0252025

Highlighted filing

2016

Revenue$578,656
Expenses$576,496
Net Income$2,160
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Aug 16, 2016
Return Version
2015v2.1
Gross Receipts
$591,224
Mission and Program Overview

Mission

To provide a quality regional orchestra, serving the community with symphonic music, a valuable part of cultural growth.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$92,239$223,763▲ $131,524
Accounts Receivable-$13,463-
Land, Buildings, and Equipment, Net$5,166$3,981▼ $1,185
Prepaid Expenses and Deferred Charges$6,980$3,508▼ $3,472
Cash and Non-Interest-Bearing Accounts$117,290$200▼ $117,090
Intangible Assets$187--
Total Assets$222,262$244,915▲ $22,653
Other Assets Total$400--
Liabilities
Deferred Revenue$140,985$164,846▲ $23,861
Accounts Payable and Accrued Expenses$13,701$10,333▼ $3,368
Total Liabilities$154,686$175,179▲ $20,493
Net Assets / Fund Balance
Unrestricted Net Assets$25,453$40,160▲ $14,707
Temporarily Rstr Net Assets$42,123$29,576▼ $12,547
Total Net Assets Fund Balance$67,576$69,736▲ $2,160
Total Liabilities and Net Assets / Fund Balance$222,262$244,915▲ $22,653

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,981$9,777$13,758
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Kenneth BarberChairman
Dr Ramon GilVice Chairma
Beverly YankwittDirector
Forrest Bass EsqDirector
Jamie LandsbergDirector
Liz HutchinsonDirector
Scott CottrellDirector
Joan ByronPhantoms Pre
Carolyn HamiltonSecretary/pa
Martin VossTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$224,985
Program Service Revenue
$322,094
Investment Income
$231
Other Revenue
$31,346
All Other Contributions
$224,985
Change in Net Assets
$2,160
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$412,560
Salaries, Compensation, and Employee Benefits$163,936
Total Fundraising Expense$53,486
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$83,877$11,218$35,351$130,446
All Other Expenses$34,806$8,042-$42,848
Office Expenses$27,921$1,060$3,340$32,321
Advertising$28,760--$28,760
Other Employee Benefits$15,049$2,013$6,342$23,404
Occupancy$12,860$1,720$5,420$20,000
Other Expenses$10,750--$10,750
Payroll Taxes$6,486$867$2,733$10,086
Fees for Services Accounting-$7,850-$7,850
Insurance-$2,758-$2,758
Depreciation Depletion$825$548-$1,373
Travel$713$95$300$1,108
Conferences and Meetings-$40-$40
Total Functional Expenses$486,799$36,211$53,486$576,496
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$43,914
Fundraising Direct Expenses$12,568
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Medical Grand R$30,942$30,942$6,734$24,208
Phantoms Income$12,132$12,132$5,834$6,298
Total Events$43,074$43,074$12,568$30,506
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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

“Copy of this return is provided to the board of directors for their review and approval.”

Form 990, Page 6, Part VI, Line 12C

“The management of the corporation publicizes conflict of interest and confidentiality policy to all involved parties.”

Form 990, Page 6, Part VI, Line 15A

“The board of directors reviews the duties and resposibilites of the top official and adjust the salary accordingly.”

Form 990, Page 6, Part VI, Line 15B

“Officers and key employees's duties and responsibilities are reviewed by the board of directors and adjusted accordingly.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Charlotte Symphony Orchestra Inc
EIN
59-2029342
Phone
9412055996
Address
6210 SCOTT STREET RM/STE 213, PUNTA GORDA, FL 33951-0476

Signing Officer

Name
Kenneth Barber
Title
Chairman
Phone
9416255996
Signed
2016-08-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kenneth Barber
Voting Board Members
10
Independent Board Members
10
Employees
3
Volunteers
135

Preparer

Firm
DEES & DEES CPA'S PA
Address
3440 CONWAY BLVD SUITE 2C, PORT CHARLOTTE, FL 33952
Preparer
Fred B Dees Jr
Phone
9416297595
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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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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt013758
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03981
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MEDICAL GRAND R
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PHANTOMS INCOME
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030942
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012132
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030942
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012132
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPY OF THIS RETURN IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MANAGEMENT OF THE CORPORATION PUBLICIZES CONFLICT OF INTEREST AND CONFIDENTIALITY POLICY TO ALL INVOLVED PARTIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS REVIEWS THE DUTIES AND RESPOSIBILITES OF THE TOP OFFICIAL AND ADJUST THE SALARY ACCORDINGLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICERS AND KEY EMPLOYEES'S DUTIES AND RESPONSIBILITIES ARE REVIEWED BY THE BOARD OF DIRECTORS AND ADJUSTED ACCORDINGLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0578656
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IRS990/TravelGrp/ProgramServicesAmt0713
IRS990/TravelGrp/TotalAmt01108
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt025453
IRS990/UnrestrictedNetAssetsGrp/EOYAmt040160
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06210 SCOTT STREET
IRS990/USAddress/CityNm0PUNTA GORDA
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033951
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.CHARLOTTESYMPHONY.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH BARBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$244,915
Liabilities
$175,179
Net assets
$69,736
Revenue
$578,656
Expenses
$576,496
Net income
$2,160
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.16$0.42$0.26$0.03$0.14$0.11
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.45$0.15$2.93$4.97$2.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.27$1.88$5.84$8.26$2.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.36$0.06$4.30$8.82$8.00$0.82
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.23$3.75$3.47$5.89$4.63$1.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.94$1.72$2.22$7.73$7.74$0.01
2019Summary only. Only limited summary data is available for this year.$4.16$1.93$2.23$5.86$6.36$0.50
2018Summary only. Only limited summary data is available for this year.$4.50$1.78$2.73$7.21$5.65$1.56
2017Summary only. Only limited summary data is available for this year.$2.95$1.79$1.17$6.85$6.38$0.47
2016Detailed filing. Detailed filing data is available for this year.$2.45$1.75$0.70$5.79$5.76$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$1.55$0.68$5.20$5.31$0.11
2014Summary only. Only limited summary data is available for this year.$2.52$1.49$1.03$3.85$3.78$0.08
2013Summary only. Only limited summary data is available for this year.$1.64$0.69$0.95$3.89$4.80$0.91
2012Summary only. Only limited summary data is available for this year.$2.36$0.49$1.86$5.25$4.14$1.11
Peer Organizations

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