Civic Intelligence

Symphony Volunteers Inc.

990 • Fiscal year 2018 • EIN 72-1199318

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 13, 2018

P O Box 4036New Orleans, LA 70178-4036

(504) 393-8983

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.04x

Higher debt load relative to assets than 72% of similar nonprofits.

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

Liabilities / Revenue

77th percentile

0.05x

Higher debt load relative to revenue than 77% of similar nonprofits.

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

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

68th percentile

15%

Faster asset growth than 68% of similar nonprofits.

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

Revenue Growth

70th percentile

18%

Faster revenue growth than 70% of similar nonprofits.

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

Assets

Up

$334,079

Up $44,007 (+15%) from 2017

Net Assets

Up

$320,220

Up $47,290 (+17%) from 2017

Liabilities

Down

$13,859

Down $3,283 (-19%) from 2017

Revenue

Up

$279,917

Up $42,108 (+18%) from 2017

Expenses

Up

$232,627

Up $7,258 (+3.2%) from 2017

Net Income

Up

$47,290

Up $34,850 (+280%) from 2017

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $243,901Liabilities 2012: $15,438Net Assets 2012: $228,4632012Assets 2013: $242,585Liabilities 2013: $15,481Net Assets 2013: $227,1042013Assets 2014: $258,080Liabilities 2014: $13,100Net Assets 2014: $244,9802014Assets 2015: $268,318Liabilities 2015: $12,185Net Assets 2015: $256,1332015Assets 2016: $276,306Liabilities 2016: $15,816Net Assets 2016: $260,4902016Assets 2017: $290,072Liabilities 2017: $17,142Net Assets 2017: $272,9302017Assets 2018: $334,079Liabilities 2018: $13,859Net Assets 2018: $320,2202018Assets 2019: $314,447Liabilities 2019: $13,515Net Assets 2019: $300,9322019Assets 2020: $249,008Liabilities 2020: $17,064Net Assets 2020: $231,9442020Assets 2021: $260,875Liabilities 2021: $17,223Net Assets 2021: $243,6522021Assets 2022: $298,973Liabilities 2022: $5,513Net Assets 2022: $293,4602022Assets 2023: $314,067Liabilities 2023: $1,554Net Assets 2023: $312,5132023Assets 2024: $285,158Liabilities 2024: $1,409Net Assets 2024: $283,7492024Assets 2025: $279,466Liabilities 2025: $1,707Net Assets 2025: $277,7592025

Highlighted filing

2018

Assets$334,079
Liabilities$13,859
Net Assets$320,220

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2012: $230,402Expenses 2012: $212,797Net Income 2012: $17,6052012Expenses 2013: $230,1992013Revenue 2014: $226,415Expenses 2014: $208,539Net Income 2014: $17,8762014Revenue 2015: $248,109Expenses 2015: $236,956Net Income 2015: $11,1532015Revenue 2016: $247,892Expenses 2016: $243,535Net Income 2016: $4,3572016Revenue 2017: $237,809Expenses 2017: $225,369Net Income 2017: $12,4402017Revenue 2018: $279,917Expenses 2018: $232,627Net Income 2018: $47,2902018Revenue 2019: $263,449Expenses 2019: $282,737Net Income 2019: -$19,2882019Revenue 2020: $145,846Expenses 2020: $214,834Net Income 2020: -$68,9882020Revenue 2021: $148,690Expenses 2021: $136,982Net Income 2021: $11,7082021Revenue 2022: $266,987Expenses 2022: $217,179Net Income 2022: $49,8082022Revenue 2023: $295,116Expenses 2023: $276,063Net Income 2023: $19,0532023Revenue 2024: $274,856Expenses 2024: $303,620Net Income 2024: -$28,7642024Revenue 2025: $242,348Expenses 2025: $248,338Net Income 2025: -$5,9902025

Highlighted filing

2018

Revenue$279,917
Expenses$232,627
Net Income$47,290
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 13, 2018
Return Version
2017v2.2
Gross Receipts
$282,615
Mission and Program Overview

Mission

To Serve, Support and Promote the Louisiana Philharmonic Orchestra. To Create and Promote interest and support for Philharmonic music. To promote and foster music education. To encourage volunteer support from membership and the community. To raise funds to accomplish these goals

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$171,166$218,456▲ $47,290
Cash and Non-Interest-Bearing Accounts$191,163$195,357▲ $4,194
Inventories for Sale or Use$64,540$54,165▼ $10,375
Cap Stk Tr Prin Current Funds$51,909$51,909→ $0
Pledges and Grants Receivable-$50,280-
Pd in Cap Srpls Land Bldg Eqp Fund$49,855$49,855→ $0
Land, Buildings, and Equipment, Net$33,976$32,252▼ $1,724
Prepaid Expenses and Deferred Charges$393$2,025▲ $1,632
Total Assets$290,072$334,079▲ $44,007
Liabilities
Deferred Revenue$11,820$10,935▼ $885
Other Liabilities$5,322$2,924▼ $2,398
Total Liabilities$17,142$13,859▼ $3,283
Net Assets / Fund Balance
Total Net Assets Fund Balance$272,930$320,220▲ $47,290
Total Liabilities and Net Assets / Fund Balance$290,072$334,079▲ $44,007

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,365$41,723$54,088
Land$19,887-$19,887
Equipment-$1,050$1,050
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kathleen DavenportEncore Shop Chair
Sarah LemaireImmediate Past President
Charlotte LewisPresident
Andrew GregorianDirector
Bethlehem K AndrewsDirector
Betty GerstnerDirector
Betty SpeyrerDirector
Carolyn PerezDirector
Cathy SteinDirector
Celena NealDirector
Courtney-Anne SarpyDirector
Diane ButlerDirector
Donna HowlandDirector
Eleanor StraubDirector
Ellen GoldringDirector
Eva MikesDirector
Heidi ChartersDirector
Jan WootanDirector
Josette SeifertDirector
Kathy GaspardDirector
Laura Walker PlunkettDirector
Lorraine ThienDirector
Nancy PomiechowskiDirector
Robert LewisDirector
Sheila SchwartzmannDirector
Suzanne M BagwillDirector
Toni SteinDirector
Betsy HarrisonBook Fair
Amy FergusonCorr Secretary
Philip StraubFinancial Secretary
Joel MyersParliamentarian
Jackie GunterRecording Secretary
Nancy FridgeTreasurer
Barbara SandsVP Administration
Linda FergusonVP Education & Outreach
Susan GaumerVP Education & Outreach
Melissa GordonVP Fundraising
Revenue and Support

Revenue Composition

Contributions and Grants
$260,948
Program Service Revenue
$10,260
Investment Income
$0
Other Revenue
$8,709
All Other Contributions
$245,453
Change in Net Assets
$47,290

Noncash Contributions

Contribution TypeReported AmountValuation Method
Clothing and Household Goods$94,672Sale Amount
Books and Publications$67,347Sale Amount
Total Noncash Contributions$162,019-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$150,000
Other Expenses$56,450
Salaries, Compensation, and Employee Benefits$26,177
Total Fundraising Expense$6,436
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$150,000--$150,000
Other Salaries and Wages-$21,566$2,396$23,962
Occupancy-$17,006$1,889$18,895
Office Expenses-$7,286$810$8,096
Information Technology-$2,193$244$2,437
Payroll Taxes-$1,681$187$1,868
Depreciation Depletion-$1,552$172$1,724
Fees for Services Accounting-$900$100$1,000
Advertising-$600$67$667
Other Expenses$1,823$393$536$393
Other Employee Benefits-$312$35$347
Total Functional Expenses$151,823$74,368$6,436$232,627
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
LA Philharmonic OrchestraNew Orleans, LA501c3General Support$150,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$11,407
Fundraising Direct Expenses$2,698
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$1,790
Sales Taxes Payable$1,134
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

There are three married couples on the board: Charlotte and Robert Lewis, Philip and Eleanor Straub, Cathy and Toni Stein. There are two sisters on the board: Suzanne Bagwill and Eva Mikes. There are a mother and daughter on the board: Linda and Amy Ferguson.

Members or stockholder classes and rights Part VI line 6

Dues paying members elect the following officers: President, President-elect, Vice President of Administration, Vice-President of Education & Outreach Programs, Vice-President of Fundraising, Corresponding Secretary, Recording Secretary and Treasurer. The offices of President, President-elect and Vice-Presidents may be shared by two persons.

Member election for additional members Part VI line 7A

Members have no governing ability, except in annual election for certain officers as described above.

Committee meeting documentation Part VI line 8B

No minutes are prepared at committee meetings

Form 990 governing body review Part VI line 11

Form 990 is reviewed by the Finance Committee before the return is filed. The complete return (Form 990) is made available to all board members at the next regular board meeting or upon request.

Conflict of interest policy compliance Part VI line 12C

If the board of directors has reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, it shall inform such member of the basis for such belief and afford the member an opportunity to explain the alleged failure to disclose. After hearing the members response, the board will take appropriate action.

Governing documents etc available to public Part VI line 19

These Documents are available upon request

Filing and Contact Details

Filer

Filer Name
Symphony Volunteers Inc
EIN
72-1199318
Address
P O Box 4036, New Orleans, LA 70178-4036
Doing Business As
LPO Volunteers

Signing Officer

Name
Charlotte Lewis
Title
President
Phone
5042883770
Signed
2018-09-13
Discuss with paid preparer
No

Organization Details

Principal Officer
Sarah Lemaire
Formed
1991
Legal Domicile
La
Voting Board Members
37
Independent Board Members
37
Employees
7
Volunteers
256

Preparer

Firm
Deborah Rollo CPA LLC
Address
832 E Boston St Unit 16, Covington, LA 70433
Preparer
Deborah Rollo
Phone
9858750500
Supplemental Narrative

Additional Explanations

Significant program services not listed on prior year return Part III line 2

The LPO Volunteers Chair Naming campaign is a five-year fundraising campaign to raise at least $100,000 to support salaries for Louisiana Philharmonic Orchestra (LPO) musicians. LPO Volunteers expects to contribute at least $20,000 each calendar year to the LPO from the funds raised for this purpose. This separate account will cease to exist at the end of the five year period when all funds have been remitted to the LPO.

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IRS990/Form990PartVIISectionAGrp/PersonNm0Heidi Charters
IRS990/Form990PartVIISectionAGrp/PersonNm1Josette Seifert
IRS990/Form990PartVIISectionAGrp/PersonNm2Diane Butler
IRS990/Form990PartVIISectionAGrp/PersonNm3Bethlehem K Andrews
IRS990/Form990PartVIISectionAGrp/PersonNm4Suzanne M Bagwill
IRS990/Form990PartVIISectionAGrp/PersonNm5Ellen Goldring
IRS990/Form990PartVIISectionAGrp/PersonNm6Nancy Pomiechowski
IRS990/Form990PartVIISectionAGrp/PersonNm7Kathy Gaspard
IRS990/Form990PartVIISectionAGrp/PersonNm8Betty Gerstner
IRS990/Form990PartVIISectionAGrp/PersonNm9Donna Howland
IRS990/Form990PartVIISectionAGrp/PersonNm10Robert Lewis
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IRS990/Form990PartVIISectionAGrp/PersonNm12Eleanor Straub
IRS990/Form990PartVIISectionAGrp/PersonNm13Eva Mikes
IRS990/Form990PartVIISectionAGrp/PersonNm14Carolyn Perez
IRS990/Form990PartVIISectionAGrp/PersonNm15Laura Walker Plunkett
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IRS990/Form990PartVIISectionAGrp/PersonNm17Betty Speyrer
IRS990/Form990PartVIISectionAGrp/PersonNm18Courtney-Anne Sarpy
IRS990/Form990PartVIISectionAGrp/PersonNm19Cathy Stein
IRS990/Form990PartVIISectionAGrp/PersonNm20Lorraine Thien
IRS990/Form990PartVIISectionAGrp/PersonNm21Andrew Gregorian
IRS990/Form990PartVIISectionAGrp/PersonNm22Toni Stein
IRS990/Form990PartVIISectionAGrp/PersonNm23Sheila Schwartzmann
IRS990/Form990PartVIISectionAGrp/PersonNm24Barbara Sands
IRS990/Form990PartVIISectionAGrp/PersonNm25Nancy Fridge
IRS990/Form990PartVIISectionAGrp/PersonNm26Linda Ferguson
IRS990/Form990PartVIISectionAGrp/PersonNm27Charlotte Lewis
IRS990/Form990PartVIISectionAGrp/PersonNm28Philip Straub
IRS990/Form990PartVIISectionAGrp/PersonNm29Kathleen Davenport
IRS990/Form990PartVIISectionAGrp/PersonNm30Joel Myers
IRS990/Form990PartVIISectionAGrp/PersonNm31Melissa Gordon
IRS990/Form990PartVIISectionAGrp/PersonNm32Sarah Lemaire
IRS990/Form990PartVIISectionAGrp/PersonNm33Amy Ferguson
IRS990/Form990PartVIISectionAGrp/PersonNm34Susan Gaumer
IRS990/Form990PartVIISectionAGrp/PersonNm35Jackie Gunter
IRS990/Form990PartVIISectionAGrp/PersonNm36Betsy Harrison
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23Director
IRS990/Form990PartVIISectionAGrp/TitleTxt24VP Administration
IRS990/Form990PartVIISectionAGrp/TitleTxt25Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt26VP Education & Outreach
IRS990/Form990PartVIISectionAGrp/TitleTxt27President
IRS990/Form990PartVIISectionAGrp/TitleTxt28Financial Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt29Encore Shop Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt30Parliamentarian
IRS990/Form990PartVIISectionAGrp/TitleTxt31VP Fundraising
IRS990/Form990PartVIISectionAGrp/TitleTxt32Immediate Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt33Corr Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt34VP Education & Outreach
IRS990/Form990PartVIISectionAGrp/TitleTxt35Recording Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt36Book Fair
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IRS990/IRPDocumentCnt01

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.$2.79$0.02$2.78$2.42$2.48$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.01$2.84$2.75$3.04$0.29
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.02$3.13$2.95$2.76$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$0.06$2.93$2.67$2.17$0.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.17$2.44$1.49$1.37$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$0.17$2.32$1.46$2.15$0.69
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.14$3.01$2.63$2.83$0.19
2018Detailed filing. Detailed filing data is available for this year.$3.34$0.14$3.20$2.80$2.33$0.47
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.90$0.17$2.73$2.38$2.25$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.76$0.16$2.60$2.48$2.44$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.68$0.12$2.56$2.48$2.37$0.11
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.13$2.45$2.26$2.09$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.43$0.15$2.27$2.30
2012Summary only. Only limited summary data is available for this year.$2.44$0.15$2.28$2.30$2.13$0.18