Civic Intelligence

Shoals Symphony Orchestra

990EZ • Fiscal year 2013 • EIN 63-0911322

Jul 01, 2012 to Jun 30, 2013 • Filed on Jan 08, 2014

PO Box 66735631
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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

51st percentile

3.3%

Higher net margin than 51% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

53rd percentile

3.2%

Faster asset growth than 53% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

64th percentile

12%

Faster revenue growth than 64% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$78,146

Up $2,439 (+3.2%) from 2012

Net Assets

$78,146

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$75,023

Up $7,912 (+12%) from 2012

Expenses

Up

$72,584

Up $31,552 (+77%) from 2012

Net Income

Down

$2,439

Down $23,640 (-91%) from 2012

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $49,628Net Assets 2011: $49,6282011Assets 2012: $75,707Liabilities 2012: $02012Assets 2013: $78,146Net Assets 2013: $78,1462013Assets 2014: $81,408Liabilities 2014: $02014Assets 2015: $93,177Liabilities 2015: $02015Assets 2016: $85,009Liabilities 2016: $02016Assets 2017: $82,683Liabilities 2017: $02017Assets 2018: $100,619Liabilities 2018: $02018Assets 2019: $119,398Liabilities 2019: $0Net Assets 2019: $119,3982019Assets 2020: $210,429Liabilities 2020: $40,000Net Assets 2020: $170,4292020Assets 2021: $213,412Liabilities 2021: $41,683Net Assets 2021: $171,7292021Assets 2022: $271,612Liabilities 2022: $42,515Net Assets 2022: $229,0972022Assets 2023: $240,225Liabilities 2023: $22,862Net Assets 2023: $217,3632023Assets 2024: $163,223Liabilities 2024: $21,056Net Assets 2024: $142,1672024Assets 2025: $113,338Liabilities 2025: $20,793Net Assets 2025: $92,5452025

Highlighted filing

2013

Assets$78,146
Liabilities-
Net Assets$78,146

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $46,032Expenses 2011: $47,655Net Income 2011: -$1,6232011Revenue 2012: $67,111Expenses 2012: $41,032Net Income 2012: $26,0792012Revenue 2013: $75,023Expenses 2013: $72,584Net Income 2013: $2,4392013Revenue 2014: $52,020Expenses 2014: $48,758Net Income 2014: $3,2622014Revenue 2015: $64,549Expenses 2015: $52,919Net Income 2015: $11,6302015Revenue 2016: $92,606Expenses 2016: $100,897Net Income 2016: -$8,2912016Revenue 2017: $118,453Expenses 2017: $125,147Net Income 2017: -$6,6942017Revenue 2018: $148,308Expenses 2018: $132,155Net Income 2018: $16,1532018Revenue 2019: $231,791Expenses 2019: $213,012Net Income 2019: $18,7792019Revenue 2020: $234,835Expenses 2020: $178,978Net Income 2020: $55,8572020Revenue 2021: $256,301Expenses 2021: $276,432Net Income 2021: -$20,1312021Revenue 2022: $386,806Expenses 2022: $309,119Net Income 2022: $77,6872022Revenue 2023: $475,255Expenses 2023: $506,848Net Income 2023: -$31,5932023Revenue 2024: $319,854Expenses 2024: $383,225Net Income 2024: -$63,3712024Revenue 2025: $346,155Expenses 2025: $395,777Net Income 2025: -$49,6222025

Highlighted filing

2013

Revenue$75,023
Expenses$72,584
Net Income$2,439
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jan 8, 2014
Return Version
2012v2.3
Mission and Program Overview

Mission

Shoals symphony orchestra performs concerts for the general public and students. The mission of shoals symphony orchestra is to enhance the cultural life of all residents of the shoals area of northwest alabama and southern tennessee through musical performances and educational programs.

Filing and Contact Details

Filer

EIN
63-0911322
Raw XML Appendix201 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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CompensationExplanation/Compensation/PersonName1RHONDA DILLARD
CompensationExplanation/Compensation/PersonName2DONALD BOGGAN
CompensationExplanation/Compensation/PersonName3JENNY MITCHELL
CompensationExplanation/Compensation/PersonName4VILJAR WEIMANN
CompensationExplanation/Compensation/PersonName5PETER L AKERS JR
CompensationExplanation/Compensation/PersonName6VICKI BURNS
CompensationExplanation/Compensation/PersonName7JEFF DANIEL
CompensationExplanation/Compensation/PersonName8DANNY DAVIS
CompensationExplanation/Compensation/PersonName9HARRIETT EDWARDS
CompensationExplanation/Compensation/PersonName10ROLAND HAUCK
CompensationExplanation/Compensation/PersonName11CAROLE MAYNARD
CompensationExplanation/Compensation/PersonName12DAVID MCCOLLOUGH
CompensationExplanation/Compensation/PersonName13VAN MORGAN
CompensationExplanation/Compensation/PersonName14STEPHANIE QUALLS
CompensationExplanation/Compensation/PersonName15LIBBA SHERROD
CompensationExplanation/Compensation/PersonName16NITA THORNELL
CompensationExplanation/Compensation/PersonName17ALLEN WALL
CompensationExplanation/Compensation/PersonName18MARY WHITE
CompensationExplanation/Compensation/PersonName19CONNIE JOHNSON
IRS990EZ/ActivitiesNotPreviouslyRpt0false
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IRS990EZ/ContributionsGiftsGrantsEtc062031
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition150.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition162.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition170.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition187.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition190.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation33000
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation80
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation90
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation100
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation110
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation120
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation130
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation140
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation150
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation160
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation170
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation180
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation190
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0ELLEN REINLIE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1RHONDA DILLARD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2DONALD BOGGAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3JENNY MITCHELL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4VILJAR WEIMANN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5PETER L AKERS JR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6VICKI BURNS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7JEFF DANIEL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8DANNY DAVIS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9HARRIETT EDWARDS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName10ROLAND HAUCK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName11CAROLE MAYNARD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName12DAVID MCCOLLOUGH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName13VAN MORGAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName14STEPHANIE QUALLS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName15LIBBA SHERROD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName16NITA THORNELL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName17ALLEN WALL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName18MARY WHITE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName19CONNIE JOHNSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3ADMINISTRATI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4MUSIC DIR &
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title12DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title13DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title14DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title15DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title16DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title17DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title18DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title19STAFF
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal09820
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose05 CONCERTS AS WELL AS PERFORMANCE AT CHURCHES AND SCHOOLS AND YOUNG ARTIST COMPETITION & STRINGS FOR STUDENTS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom05 CONCERTS AS WELL AS PERFORMANCE AT CHURCHES AND SCHOOLS AND YOUNG ARTIST COMPETITION & STRINGS FOR STUDENTS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom15 CONCERTS AS WELL AS PERFORMANCE AT CHURCHES AND SCHOOLS AND YOUNG ARTIST COMPETITION & STRINGS FOR STUDENTS.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses072584
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IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10PO BOX 777
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0FLORENCE
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0AL
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode035630
IRS990EZ/TheBooksAreInCareOf/NamePerson0DONALD BOGGAN
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber02567184202
IRS990EZ/TotalAssets/BOY075707
IRS990EZ/TotalAssets/EOY078146
IRS990EZ/TotalExpenses072584
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IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear062031
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IRS990ScheduleO/GeneralExplanation/Explanation0EXPENSES ADVERTISING AND PROMOTION 1,026 TRAVEL 1,764 FOOD 844 LODGING 773 SUPPLIES 2,748 CAMP 500 LICENSE 327 PO BOX 86 CONTRIBUTIONS 1,000 WORK SHOP 750 ROUNDING 2 TOTAL 9,820
IRS990ScheduleO/GeneralExplanation/Explanation15 CONCERTS AS WELL AS PERFORMANCE AT CHURCHES AND SCHOOLS AND YOUNG ARTIST COMPETITION & STRINGS FOR STUDENTS.
IRS990ScheduleO/GeneralExplanation/Explanation25 CONCERTS AS WELL AS PERFORMANCE AT CHURCHES AND SCHOOLS AND YOUNG ARTIST COMPETITION & STRINGS FOR STUDENTS.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier1PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/Identifier2ALL OTHER ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART III
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0630911322
ReturnHeader/Filer/Name/BusinessNameLine10SHOALS SYMPHONY AT UNA
ReturnHeader/Filer/NameControl0SHOA
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 667
ReturnHeader/Filer/USAddress/City0FLORENCE
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode035631
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02014-01-08
ReturnHeader/Officer/Name0DONALD BOGGAN
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02014-01-09
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10THE SPARKS CPA FIRM PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10713 AVALON AVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MUSCLE SHOALS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0AL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0356612303
ReturnHeader/Preparer/Name0ROBERT C LEWIS CPA
ReturnHeader/Preparer/Phone02563145082
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-01-09T12:36:05-06:00

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.$1.13$0.21$0.93$3.46$3.96$0.50
2024Detailed filing. Detailed filing data is available for this year.$1.63$0.21$1.42$3.20$3.83$0.63
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.23$2.17$4.75$5.07$0.32
2022Detailed filing. Detailed filing data is available for this year.$2.72$0.43$2.29$3.87$3.09$0.78
2021Detailed filing. Detailed filing data is available for this year.$2.13$0.42$1.72$2.56$2.76$0.20
2020Summary only. Only limited summary data is available for this year.$2.10$0.40$1.70$2.35$1.79$0.56
2019Summary only. Only limited summary data is available for this year.$1.19$0.00$1.19$2.32$2.13$0.19
2018Summary only. Only limited summary data is available for this year.$1.01$0.00$1.48$1.32$0.16
2017Summary only. Only limited summary data is available for this year.$0.83$0.00$1.18$1.25$0.07
2016Summary only. Only limited summary data is available for this year.$0.85$0.00$0.93$1.01$0.08
2015Summary only. Only limited summary data is available for this year.$0.93$0.00$0.65$0.53$0.12
2014Summary only. Only limited summary data is available for this year.$0.81$0.00$0.52$0.49$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.78$0.75$0.73$0.02
2012Summary only. Only limited summary data is available for this year.$0.76$0.00$0.67$0.41$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.50$0.46$0.48$0.02